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Happy early birthday! I hope you have a wonderful celebration

every time there’s a wipeout someone suddenly finds religion 💀

Unipcs (aka 'Bonk Guy') 🎒 on X: "'the LORD gave, and the LORD hath taken away; blessed be the name of the LORD' — Job 1:21 yesterday's liquidation event is the most brutal i've witnessed in my time in crypto i got wiped out on ALL my perps positions literally everything eight figures: $30 million+ at peak https://t.co/EvOmaZT0rZ" / X 'the LORD gave, and the LORD hath taken away; blessed be the name of the LORD' — Job 1:21 yesterday's liquidation event is the most brutal i've witnessed in my time in crypto i got wiped out on ALL my perps positions literally everything eight figures: $30 million+ at peak https://t.co/EvOmaZT0rZ

'the LORD gave, and the LORD hath taken away; blessed be the name of the LORD' — Job 1:21
x.com/theunipcs/st...

Thanks for sharing your take. For me it’s about minimizing regret, I leave a small moon bag on longs so I don’t fomo if it keeps flying, and just take the roast on shorts since I’m not good at shorting

What’s the actual play? Re-enter, double short, or just let the wife roast you forever?

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Understood, really appreciate the insight

Would appreciate any context you’re highlighting here, rotation into miners, or something deeper in the setup? GLD still the boss? or this one of those once in a decade rotations?

Appreciate the philanthropy on $SLI, ser — booked +100%. With so many commods moving, would you still lean concentrated or start diversifying? If staying concentrated, would you start with the most depressed commodities and their producers, or approach it differently?

Just confirming—commod equities are the only exception, so the rest isn’t worth the time?

Any standout commod you’re watching? Metals?

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Merci beaucoup, ser. Always appreciate your wisdom

Are you looking at a spread trade between platinum and palladium?

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Hey sir, all is well here- nice to see you again!