Daily crypto and markets show, live from NYC. Stocks, crypto, and the financialization of everything.
New theses that are hard to price go up; Robinhood chain buzz should lift it
When a coin gets exploited nobody can price it, so just fade it short
Pump multiple is bloated versus hype, and the buyback numbers are shrinking, so the long never sets up.
Hyperliquid trades at a premium because users actually trust the network and it makes real revenue.
Perps as an asset class 10x once legal in the US, and the liquidity leader keeps its moat
Crypto is coiled for a fast rip as both retail and crypto-native capital sit sidelined waiting to chase
Buyback and burn announcement plus perps ambitions on Solana could give this token a stupid bid.
Longing oil during the Iran war is the most painful right-thesis-wrong-price trade ever.
Apple wins the AI race by owning the device local AI runs on, no matter how weak its software looks
AI chat logs becoming discoverable and monitored should send this privacy AI coin up.
Shorted memory now owns Shaw's from a bad 89 entry, riding the memory rally back green.
No calls extracted yet — pending review.
No calls extracted yet — pending review.
No calls extracted yet — pending review.
No calls extracted yet — pending review.
