{"version":"market-claims.v1","expert":{"slug":"flood","displayName":"Flood","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/flood","claimed":false},"stats":{"sources":1,"marketClaims":4,"explicitCalls":0,"directionalTheses":4,"ambiguousMentions":0,"openClaims":1,"median30dReturn":null,"lastUpdatedLabel":"recently"},"claims":[{"id":"mcl_6f6b58a45458e159b2","url":"/trace/claims/mcl_6f6b58a45458e159b2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Robinhood's event-contract business keeps compounding as betting volume migrates from sportsbooks to prediction markets, with the platform building its own exchange to own the flow it already distributes.","confidence":0.72,"expert":{"slug":"flood","displayName":"Flood","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/flood","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HOOD","name":"HOOD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=Gfth0Rs_1sw&t=1969s","sourceUrl":"https://youtube.com/watch?v=Gfth0Rs_1sw","timecode":"32:49","startMs":1969000,"endMs":null,"excerpt":"a lot of volume has actually shifted from the sports sites to these swap-like, future-like instruments in the form of these prediction markets. And I think that'll continue."},"performance":{"entryPrice":83.032,"currentPrice":112.73,"returnPct":35.766933,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_71a51d5e32eec2b310","url":"/trace/claims/mcl_71a51d5e32eec2b310","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Don't fade AI this year, because with infinite potential upside and a flood of capital chasing it, staying delusionally bullish pays.","confidence":0.72,"expert":{"slug":"flood","displayName":"Flood","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/flood","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"XYZ100","name":"XYZ100","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=Gfth0Rs_1sw&t=3265s","sourceUrl":"https://youtube.com/watch?v=Gfth0Rs_1sw","timecode":"54:25","startMs":3265000,"endMs":null,"excerpt":"I'm pretty— I am pretty bullish on AI, candidly. I think you are still going to continue to get paid to be like delusionally bullish on the progressive nature of like technology advancement."},"performance":{"entryPrice":24953,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_e3bc9782b12074a1e3","url":"/trace/claims/mcl_e3bc9782b12074a1e3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hyperliquid keeps earning a big core position because it has pulled away from rival exchanges and captures real revenue from the booming perps market.","confidence":0.72,"expert":{"slug":"flood","displayName":"Flood","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/flood","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=Gfth0Rs_1sw&t=847s","sourceUrl":"https://youtube.com/watch?v=Gfth0Rs_1sw","timecode":"14:07","startMs":847000,"endMs":null,"excerpt":"trading and the proliferation of permissionless trading. Hyperliquid comes to mind. Other DEX copycats come to mind, and Solana comes to mind, where for the first time ever, decentralized applications have a comparable experience to their centralized counterparts."},"performance":{"entryPrice":31.379,"currentPrice":68.87,"returnPct":119.477995,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_b32ad5daee0d51294a","url":"/trace/claims/mcl_b32ad5daee0d51294a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bitcoin down 50% is the time to add, not flee, because the debasement story that justifies owning it has not changed one bit.","confidence":0.72,"expert":{"slug":"flood","displayName":"Flood","kind":"PERSON","status":"UNCLAIMED","avatarUrl":null,"url":"/trace/experts/flood","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=Gfth0Rs_1sw&t=194s","sourceUrl":"https://youtube.com/watch?v=Gfth0Rs_1sw","timecode":"3:14","startMs":194000,"endMs":null,"excerpt":"I am still bullish Bitcoin. I don't think there's a reason to not be bullish Bitcoin other than potentially quantum risks, which we can get to later. But during time periods like this where prices are down, it's actually the best time to re-underwrite your thesis because if your thesis is unchanged, well, guess what? You're getting much better average entries."},"performance":{"entryPrice":72432,"currentPrice":61892,"returnPct":-14.551579,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}