We're getting a parabolic move higher or this is the top. Strapped in. Irresponsibly long. Send us to price discovery.

🕯️ Manifesting the situation 🕯️

You may not like it, but this is what peak performance looks like.

Ready for battle. $PENGU $HOOD

The bravest contrarian investors announcing they've longed ETH here.

Longed a bunch of stuff today Longed the longs too Jammed treasury cos at ~1.3 mNAV Bottom ticked $COIN with 2x ETF calls 🕯️ Manifesting the situation 🕯️

Never change, crypto twitter.

Robinhood consolidating ~$100 for the month of July. $HOOD +177% YTD 👀 Valuation is stretched w/ a lot to prove in earnings. HOOD routinely sees 20-30% pullbacks but none given since Liberation Day. Overdue for opportunities.

So what happens when... > mNAV decays (treasury dot fun) > treasury cos can't loop free bids anymore > the treasury cos were the last marginal buyer We will pay the price for toxic inflows, someday.

JUST IN: Blackrock states the obvious.