{"version":"market-claims.v1","expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"stats":{"sources":14,"marketClaims":28,"explicitCalls":0,"directionalTheses":28,"ambiguousMentions":0,"openClaims":26,"median30dReturn":null,"lastUpdatedLabel":"recently"},"claims":[{"id":"mcl_24040efba8632095d1","url":"/trace/claims/mcl_24040efba8632095d1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Gold is failing to perform despite the conditions that should make it shine, with war resumption acting as an unexpected drag instead of a tailwind, as crypto captures all the store-of-value flows.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOLD","name":"GOLD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2077409512965787935","sourceUrl":"https://x.com/_tolks/status/2077409512965787935","timecode":null,"startMs":null,"endMs":null,"excerpt":"disappointed with the performance of gold & silver since this post but think (unpredictably) war resumption has idiosyncratically weighed heavily on them"},"performance":{"entryPrice":4059.9,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_d3b869349e1d54e73b","url":"/trace/claims/mcl_d3b869349e1d54e73b","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Zcash hits four digits, a ~72% surge from here, as the privacy coin's long-dormant bull case finally plays out.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2077376376395427985","sourceUrl":"https://x.com/_tolks/status/2077376376395427985","timecode":null,"startMs":null,"endMs":null,"excerpt":"ZEC is going to look so beautiful with 4 digits"},"performance":{"entryPrice":580.51,"currentPrice":578.41,"returnPct":-0.361751,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_2d38f6907119b5002b","url":"/trace/claims/mcl_2d38f6907119b5002b","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Inflation numbers came in so good they seem fake, and that wildly benefits long equity positioning as the path to rate cuts widens.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SP500","name":"SP500","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2077017599192293391","sourceUrl":"https://x.com/_tolks/status/2077017599192293391","timecode":null,"startMs":null,"endMs":null,"excerpt":"those inflation numbers are so good & unrealistic they seem fake but they wildly benefit my current positioning so we see the bad but we close two eyes"},"performance":{"entryPrice":7532.2,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_e2ad7832b1a626f9ab","url":"/trace/claims/mcl_e2ad7832b1a626f9ab","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Oil runs higher as good inflation numbers remove the pressure to cool down Hormuz tensions, letting geopolitical risk keep bid in crude.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"COMMODITY","symbol":"CL","name":"WTI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2077017599192293391","sourceUrl":"https://x.com/_tolks/status/2077017599192293391","timecode":null,"startMs":null,"endMs":null,"excerpt":"gives them cover to let oil run some more if needed + allow continued silliness & stupidity in hormuz/ME"},"performance":{"entryPrice":79.989,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7f55ce14d5a3992b32","url":"/trace/claims/mcl_7f55ce14d5a3992b32","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ETH open interest just hit levels last seen when ETH was at $4,600 in August 2025, yet price sits near $1,878 today. OI is up ~11% in a single day, a scale of positioning not seen since the last all-time high cycle.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ETH","name":"ETH","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2077045871959527519","sourceUrl":"https://x.com/_tolks/status/2077045871959527519","timecode":null,"startMs":null,"endMs":null,"excerpt":"the last time ETH aggregated oi was above that line was august of '25 with a price of $4,600 (oi also up ~11% today alone)"},"performance":{"entryPrice":1877.9,"currentPrice":1879.85,"returnPct":0.103839,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_644744a96fd73c0bb0","url":"/trace/claims/mcl_644744a96fd73c0bb0","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Gold gets squeezed as the Fed Chair signals rates aren't coming down after CPI, lifting real yields and the dollar, the two biggest headwinds for the metal.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOLD","name":"GOLD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2077056768320893264","sourceUrl":"https://x.com/_tolks/status/2077056768320893264","timecode":null,"startMs":null,"endMs":null,"excerpt":"*WARSH: DO NOT THINK AFTER TODAY'S CPI REPORT THAT EVERYTHING IS SWELL"},"performance":{"entryPrice":4075.6,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_caa28c9c4f7635b6e4","url":"/trace/claims/mcl_caa28c9c4f7635b6e4","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"ETH's three-week rally is running on empty. Open interest climbed in a straight line with price to its highest level since August 2025, then flatlined flat while price stopped cold, meaning the leveraged buying that drove the move is exhausted.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ETH","name":"ETH","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2077076683681649121","sourceUrl":"https://x.com/_tolks/status/2077076683681649121","timecode":null,"startMs":null,"endMs":null,"excerpt":"think that might be it for the 3 week ethbtc move"},"performance":{"entryPrice":1870.6,"currentPrice":1879.59,"returnPct":-0.480594,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_9b7adae2160f0ab715","url":"/trace/claims/mcl_9b7adae2160f0ab715","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Uranium Energy Corp has pulled back to a 15-year support level it last tagged in the 2011 cycle peak, giving buyers a historically rare entry as nuclear energy secures its role powering AI data centers and the US grid. The monthly chart shows the downside is bounded and the upside is multiples.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"UEC","name":"UEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075627814296895682","sourceUrl":"https://x.com/_tolks/status/2075627814296895682","timecode":null,"startMs":null,"endMs":null,"excerpt":"pretty picture perfect retests of *decade+* breakouts & invalidation levels are clear"},"performance":{"entryPrice":10.435,"currentPrice":10.57,"returnPct":1.293723,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_fcdbc459bae483f6df","url":"/trace/claims/mcl_fcdbc459bae483f6df","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Uranium miners are sitting on a once-a-decade support retest, with nuclear power now a clear US administration priority as AI data centers drive insatiable power demand. Admin tailwinds plus structural energy need make this a 3-4x opportunity with tightly defined downside.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"URNM","name":"URNM","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075627814296895682","sourceUrl":"https://x.com/_tolks/status/2075627814296895682","timecode":null,"startMs":null,"endMs":null,"excerpt":"started positions back up this week through spot + urnm leaps for jan 2028 (smaller for now, no rush)"},"performance":{"entryPrice":52.98,"currentPrice":53.5,"returnPct":0.981502,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7476e39a00c66dd96a","url":"/trace/claims/mcl_7476e39a00c66dd96a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bitcoin catches a tailwind as the geopolitical risk premium unwinds and the memory trade kicks in — the same macro forces that crushed it on the way down (yields, DXY up) are now reversing and create mechanical buying pressure on the way back up.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075292598739095767","sourceUrl":"https://x.com/_tolks/status/2075292598739095767","timecode":null,"startMs":null,"endMs":null,"excerpt":"gold, silver & coins higher signal that unwillingness to let them go higher is understand by the market & their decline/topping here creates a lot of structural/mechanical buying that help us climb the wall of worry"},"performance":{"entryPrice":63227,"currentPrice":63204,"returnPct":-0.036377,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_aaca98837ccfc7e58b","url":"/trace/claims/mcl_aaca98837ccfc7e58b","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Equities are set up to climb as the wall of worry crumbles — yields and the dollar are topping out, insider flows signal a ceasefire, and a cooler CPI print next week should further cut rate-hike odds heading into earnings.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SP500","name":"SP500","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075292598739095767","sourceUrl":"https://x.com/_tolks/status/2075292598739095767","timecode":null,"startMs":null,"endMs":null,"excerpt":"pretty impressive bounce across the board from the lows yesterday & into premarket today. still think the admin has no tolerance for yields, dxy & oil higher"},"performance":{"entryPrice":7535.9,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_093274577be82c1c17","url":"/trace/claims/mcl_093274577be82c1c17","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Gold already crashed from $4,180 to $4,021 on insider positioning that screams ceasefire is coming, not more war — the safe-haven premium has further to unwind.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOLD","name":"GOLD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075292598739095767","sourceUrl":"https://x.com/_tolks/status/2075292598739095767","timecode":null,"startMs":null,"endMs":null,"excerpt":"they suggest a resolution, taco and/or ceasefire is coming instead"},"performance":{"entryPrice":4125.3,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_dd180b908c55c8e370","url":"/trace/claims/mcl_dd180b908c55c8e370","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Oil's war-spike is already reversing hard — insider asset flows signal a ceasefire or resolution is imminent, not more strikes.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"COMMODITY","symbol":"CL","name":"WTI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075292598739095767","sourceUrl":"https://x.com/_tolks/status/2075292598739095767","timecode":null,"startMs":null,"endMs":null,"excerpt":"you can't convince me these assets (admin insiders) would be trading like this if they were concerned about further escalation, more strikes or any form of prolonged engagement"},"performance":{"entryPrice":71.679,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_5b50fb0781c58f3cf4","url":"/trace/claims/mcl_5b50fb0781c58f3cf4","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"USDJPY rolls over from the danger zone as the admin draws a hard line against a stronger dollar, the same political ceiling that has capped the pair before is being read by the market as still firmly in place.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"JPY","name":"JPY","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075210368461197397","sourceUrl":"https://x.com/_tolks/status/2075210368461197397","timecode":null,"startMs":null,"endMs":null,"excerpt":"still think the admin has no tolerance for yields, dxy & oil higher as (yields, dxy & usdjpy) are flirting in the danger zone"},"performance":{"entryPrice":162.23,"currentPrice":37.2704,"returnPct":77.026197,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_58f2f969822607b322","url":"/trace/claims/mcl_58f2f969822607b322","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bitcoin bounces hard off lows as the dollar's ceiling holds, the same force that is capping yields and DXY creates a mechanical tailwind for coins that had been sold on escalation fears.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075210368461197397","sourceUrl":"https://x.com/_tolks/status/2075210368461197397","timecode":null,"startMs":null,"endMs":null,"excerpt":"coins higher signal that unwillingness to let them go higher is understand by the market & their decline/topping here creates a lot of structural/mechanical buying"},"performance":{"entryPrice":62699,"currentPrice":62906,"returnPct":0.330149,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7dc2ad35861e445640","url":"/trace/claims/mcl_7dc2ad35861e445640","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gold rips higher as yields and the dollar hit their ceiling, the market has read the admin's unspoken cap on both and is loading into gold as those constraints flip into tailwinds.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOLD","name":"GOLD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075210368461197397","sourceUrl":"https://x.com/_tolks/status/2075210368461197397","timecode":null,"startMs":null,"endMs":null,"excerpt":"gold, silver & coins higher signal that unwillingness to let them go higher is understand by the market & their decline/topping here creates a lot of structural/mechanical buying"},"performance":{"entryPrice":4127.8,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_70002ad5c5ec9cdaa1","url":"/trace/claims/mcl_70002ad5c5ec9cdaa1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Equities are reset for a higher run, with cooler CPI next week set to shrink rate-hike odds and a wall of worry built this week already showing cracks on a big bounce from lows.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SP500","name":"SP500","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2075210368461197397","sourceUrl":"https://x.com/_tolks/status/2075210368461197397","timecode":null,"startMs":null,"endMs":null,"excerpt":"the playing field looks largely reset for higher"},"performance":{"entryPrice":7496.5,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_f00804e400732c755f","url":"/trace/claims/mcl_f00804e400732c755f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Gold is still green from the author's entry price even after the Hormuz-driven macro tantrum, and they're holding EOY calls on the metal. Precious metals are working as the hedge they were bought to be.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOLD","name":"GOLD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074837393287348238","sourceUrl":"https://x.com/_tolks/status/2074837393287348238","timecode":null,"startMs":null,"endMs":null,"excerpt":"gold & silver are still slightly up from entries but going to take a hit on the calls for EOY"},"performance":{"entryPrice":4079.2,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_41a20eba362c4fb210","url":"/trace/claims/mcl_41a20eba362c4fb210","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Ethereum spot held via ETHA ETF while the options book takes pain. The author is clear: spot buys stay no matter what the open brings. Macro chaos is noise, not a reason to exit.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ETH","name":"ETH","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074837393287348238","sourceUrl":"https://x.com/_tolks/status/2074837393287348238","timecode":null,"startMs":null,"endMs":null,"excerpt":"ibit & etha calls going to take a beating on open as well, spot buys are fine enough & won't be selling them"},"performance":{"entryPrice":1743.8,"currentPrice":1740.32,"returnPct":-0.199564,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_333a352e996e7a047a","url":"/trace/claims/mcl_333a352e996e7a047a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bitcoin spot bought via IBIT ETF is being held through a rough open as options bleed, but the author draws a firm line: the spot is not for sale. Hormuz risk-off rattled the calls, not the conviction.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074837393287348238","sourceUrl":"https://x.com/_tolks/status/2074837393287348238","timecode":null,"startMs":null,"endMs":null,"excerpt":"ibit & etha calls going to take a beating on open as well, spot buys are fine enough & won't be selling them"},"performance":{"entryPrice":62089,"currentPrice":61980,"returnPct":-0.175554,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_950346d3b196b495f3","url":"/trace/claims/mcl_950346d3b196b495f3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"SOL spot longs from last week took a beating and gave back all gains, but the author is not selling. Spot buys stay, conviction intact through the macro noise.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"SOL","name":"SOL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074837393287348238","sourceUrl":"https://x.com/_tolks/status/2074837393287348238","timecode":null,"startMs":null,"endMs":null,"excerpt":"same with SOL longs from last week"},"performance":{"entryPrice":77.271,"currentPrice":77.16,"returnPct":-0.14365,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_3e53af3baf15f56ee6","url":"/trace/claims/mcl_3e53af3baf15f56ee6","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ZEC bounced all the way back to breakeven after a brutal 16-hour selloff, and the author is holding every coin. No selling, onwards.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074837393287348238","sourceUrl":"https://x.com/_tolks/status/2074837393287348238","timecode":null,"startMs":null,"endMs":null,"excerpt":"round tripped a whole lot back to breakeven on the ZEC longs"},"performance":{"entryPrice":463.55,"currentPrice":464.23,"returnPct":0.146694,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_86e615085d2695b4df","url":"/trace/claims/mcl_86e615085d2695b4df","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ZEC is targeting 500+ after a complete OI flush and a privacy-security upgrade that removes the last big overhang. The Ironwood pool is being formally verified to rule out counterfeiting bugs, the BTC pair is already outperforming, and the author has been steadily buying all morning.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ZEC","name":"ZEC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074507952271097876","sourceUrl":"https://x.com/_tolks/status/2074507952271097876","timecode":null,"startMs":null,"endMs":null,"excerpt":"already have a good chunk of spot but also been twapping long ZEC on perps all morning"},"performance":{"entryPrice":467.78,"currentPrice":478.17,"returnPct":2.22113,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_27755565ef547f6ac6","url":"/trace/claims/mcl_27755565ef547f6ac6","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bitcoin ETFs are vacuuming up supply again, $500M this week, even as MicroStrategy flipped to net seller. When Saylor was the dominant buyer and is now selling, ETFs stepping in signals the demand base just got bigger and steadier.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074470667206950967","sourceUrl":"https://x.com/_tolks/status/2074470667206950967","timecode":null,"startMs":null,"endMs":null,"excerpt":"another 265M of inflows to the ETFs yesterday, ~500M so far this week. declining cb premium *in spite of* the largest buyer (saylor) becoming a net seller continues to be the guiding light for me"},"performance":{"entryPrice":63729,"currentPrice":63508,"returnPct":-0.346781,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_cb00beff3820f1c51d","url":"/trace/claims/mcl_cb00beff3820f1c51d","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bitcoin has already ripped 10% from last week's lows while nobody is watching, the crowd piled short on Saylor's forced sale at sub-$60k and got run over, and now even fewer people own or believe in crypto than at any recent point.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://x.com/_tolks/status/2074244006217756900","sourceUrl":"https://x.com/_tolks/status/2074244006217756900","timecode":null,"startMs":null,"endMs":null,"excerpt":"5%+ intraday moves from the lows, 10%+ from last week & it's a ghost town"},"performance":{"entryPrice":64251,"currentPrice":64164,"returnPct":-0.135406,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ffe4f6f5b1f106d990","url":"/trace/claims/mcl_ffe4f6f5b1f106d990","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"SOL is the new ETH/BTC: failing for narrative, the $80 wall the last defense before it bleeds out.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"SOL","name":"SOL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=6082s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"101:22","startMs":6082000,"endMs":null,"excerpt":"I'm almost certain that there's a ton of when the FTX locked SOL was auctioned, a lot of it was bought around there this $80 level is defended pretty damn hard."},"performance":{"entryPrice":82.879,"currentPrice":72.8,"returnPct":12.161102,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_138338713800244a21","url":"/trace/claims/mcl_138338713800244a21","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Short crypto into range highs; BTC/ETH/SOL stretched while crypto tracks gold not equities.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=6039s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"100:39","startMs":6039000,"endMs":null,"excerpt":"I'm just short of BTC, ETH, and SOL right now."},"performance":{"entryPrice":75789,"currentPrice":65232,"returnPct":13.929462,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_de4c1016323dab64ca","url":"/trace/claims/mcl_de4c1016323dab64ca","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Oxy calls ride the oil breakout; petroleum names are the clean leveraged long on crude grinding to 120.","confidence":0.72,"expert":{"slug":"tolks","displayName":"tolks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/1e94db4c-4","url":"/trace/experts/tolks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OXY","name":"OXY","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=5634s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"93:54","startMs":5634000,"endMs":null,"excerpt":"you probably assume 120 is probably tested at this point. when oil's up, like, it's just bad. it's bad in the short term, it's bad in the medium term"},"performance":{"entryPrice":60.7700004578,"currentPrice":48.91,"returnPct":-19.516209,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}