Two professional crypto traders, Avi Felman and Jonah Van Bourg, state their highest-conviction directional trades — BTC, ETH, SOL, HYPE, and macro crossovers (oil, metals, rates). Trades are attributed to the host (or guest) who holds the conviction.
Hyperliquid bull but held back by the broader crypto complex's cross-asset holders
Semis are eating Mag 7's lunch: buy what the hyperscalers buy, not their equity
America-first / rare earth thesis weakening as Trump eases off geopolitical fights into midterms
SpaceX shorts get torpedoed once unlocks begin; insiders will dump and price falls a lot
Robinhood outperforms Bitcoin over next 6 months as the everything-app financial super app
Bitcoin's active float is now Saylor's credit problem, which is why it underperforms
Closed the long XMR short ZEC pair after a 5-sigma spike, still likes XMR long-term
OpenAI and Anthropic IPOs will be bearish for the indexes as money sloshes out
SanDisk pushing all-time highs is a better long-term chip trade than SpaceX
SpaceX dips to 135 IPO price is a screaming buy for a quick 50% flip
No calls extracted yet — pending review.
No calls extracted yet — pending review.
No calls extracted yet — pending review.
No calls extracted yet — pending review.
