D1 Fun

why not just put on a small say <50bps short, and set &forget

similar to iren nbis cifr apld crwv neoclouds?

u know the outcome. size tiny and ignore the path?

better than ur beloved plat?

tempted to go 100% all-in long dated OTM calls in a retirement acct

think this is the only asset that hasnt run vs USD in the Great Debasement Trade of '25

seems high

run a monte carlo sim on that

as an aside

if u want to be a boomer and trade bit

binance's new perp dex hyperliquid competitor (perp dex) offers 1001x levg on BTC & ETH "low vol" majors

eg can put in $100k and get $100,000,000 exposure

eg they just got $31.2M in real liquidations on this silly coin no one has heard of (and that's understating it bc the api isn't pulling from all exchanges)

underlying spot volume is weak. perps volume is in the billions, but mostly painted. then the exchange (in this case, binance) seemingly hunts their customers in both directions

correct. but real, sizeable liquidations in both directions

$30B roundtrip just a few hrs ago and no one is even talking abt it bc it's so par for the course

now try the vol on the stuff kids actually trade. the kids don't even touch bit. that's boomer tradfi stuff

eg, in the last few hours, this 10 billion (with a B) coin pumped 300%+ to $40+ billion mkt cap, & now has fully retraced to a meager $10B again

long nihilism
short govt paper / us treasuries
short work and study
long printing
long digital world
long ppl behind online
long grifting
short politicians (yes ironic)
short the elites (ironic)

as an aside - ill continue to be annoying and say how can u see all this, and where the world is going

and think crypto is going to disappear

It perfectly captured this zeitgeist for the last 10 yrs (before most ivory tower intellectuals realized it), and continues to fit this (sad) theme today

separately, in terms of individual outcomes, ur gunna get a far wider range imo. absolute superstars, along w completely delulu masses, along w kids that never learn how to think

that’s for sure

i think i understand it pretty well (for now at least). the hopes dreams anger frustration motivation desperation

much of the nihilistic views have validity to them, tbf

the world always gets better, but im a bit concerned. think the path we’re on has some inevitable outcomes

ooof that bummed me out just typing that

ok back to investing when i can compartmentalize my emotions 😂

influencer or gtfo

duh

so many kids legitimately don’t it interact anymore (relatively)

everything is a meme, a joke, or a scam behind a screen

u or someone posted about the growing lack of empathy across society

very simple & obvious thought - but so much of it is stems from the smartphone era. human interaction declining.

24/7 comparison. comparing others lavish lifestyles to their work/study. counting down the days to be “free”

one must learn to love the study and work

so good

will do!

fwiw u could not scale it (unlike
the bars), so u didn’t really miss out. was just more for fun - i found it bc i was planning to buy them as gifts

😂

once the last bear admits "yeah u cant ever short [XYZ savior]" - that's when u short [XYZ savior]

i just think ppl over index towards "savior" complexes

eg it happens all the time in crypto. ppl will long anything trump / cz / sbf (at the time) etc touches, or at the very least, avoid shorting it. when in reality they always make the best shorts once everyone is on one side of the boat

yeah of course

was using a silly extreme example where elon wouldn’t matter

there can always be a no brainer if positioning and flows get whacky enough

eg to take it to an extreme, spartys 3day 2x wld apply to Elon here. unfortunately we’ll likely never get that set up

i think it’s tempting short today forsure, and non zero it just bleeds out from here as everyone is already positioned on one side of the boat

just hoping for no brainer

yes. human nature is funny