{"version":"market-claims.v1","expert":{"slug":"capital-flows","displayName":"Capital Flows","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/capital-flows","claimed":false},"stats":{"sources":1,"marketClaims":3,"explicitCalls":0,"directionalTheses":3,"ambiguousMentions":0,"openClaims":1,"median30dReturn":null,"lastUpdatedLabel":"recently"},"claims":[{"id":"mcl_6af7349993665e0a8e","url":"/trace/claims/mcl_6af7349993665e0a8e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The yen climbs as Washington pushes the dollar lower against Asia and under-hedged Japanese holders of US assets rush to cover, the same flow that drove the 2025 slide.","confidence":0.72,"expert":{"slug":"capital-flows","displayName":"Capital Flows","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/capital-flows","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"JPY","name":"JPY","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=AllG9N_3Qko&t=2892s","sourceUrl":"https://youtube.com/watch?v=AllG9N_3Qko","timecode":"48:12","startMs":2892000,"endMs":null,"excerpt":"now they're going to try to push the dollar down against the yuan and against all these other currencies because that's kind of the only way to do it. And I think that it's a massive issue."},"performance":{"entryPrice":158.63,"currentPrice":37.2677,"returnPct":-76.506525,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_a99c7a5d425bea2226","url":"/trace/claims/mcl_a99c7a5d425bea2226","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"A 60% crash sets up the bottom in Oracle as its 82 year old founder swings for the fences on AI, owning 40% with almost no shares left to trade.","confidence":0.72,"expert":{"slug":"capital-flows","displayName":"Capital Flows","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/capital-flows","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"ORCL","name":"ORCL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=AllG9N_3Qko&t=3633s","sourceUrl":"https://youtube.com/watch?v=AllG9N_3Qko","timecode":"60:33","startMs":3633000,"endMs":null,"excerpt":"in the entire AI space, Oracle is the only company, uh, that is basically levering up really aggressively and pulling all negative returns into the present and pushing all future returns into the— or all exponential returns into the future."},"performance":{"entryPrice":166.84,"currentPrice":140.27,"returnPct":-15.925438,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_db78991cce52802f04","url":"/trace/claims/mcl_db78991cce52802f04","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The only way to buy into Hyperliquid at size before US rules open the door, this NASDAQ-listed treasury stock is front running an ETF and is up from the low 3s to 5.50.","confidence":0.72,"expert":{"slug":"capital-flows","displayName":"Capital Flows","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/capital-flows","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"PURR","name":"PURR","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=AllG9N_3Qko&t=3307s","sourceUrl":"https://youtube.com/watch?v=AllG9N_3Qko","timecode":"55:07","startMs":3307000,"endMs":null,"excerpt":"the two largest bets that I have and two like most aggressive views that I have are one hyper liquid strategies. The stock ticker is PURR, P-U-R-R. And I've been long that since like the low 3s."},"performance":{"entryPrice":0.083772,"currentPrice":8.05,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}