notthreadguy
Verified record/TRACE receipts
Score—W·L0·0Win—
Avg-0.4%Win48%
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Speaker record
HOOD/long/threadguy
New theses that are hard to price go up; Robinhood chain buzz should lift it
So like Robinhood chain, 27 million funded users and Vlad's tweeting about it. Okay, new thesis. I don't really know how to price this. This should go up. Bought it at 60 mil, played it stupid.
Peak+5.6%
ZEC/short/threadguy
When a coin gets exploited nobody can price it, so just fade it short
that's Zcash short. Zcash gets exploited, new thesis. How do you price this? I don't know. Probably just go short.
Peak+0.3%
PUMP/short/threadguy
Pump multiple is bloated versus hype, and the buyback numbers are shrinking, so the long never sets up.
I found myself multiple times over the past couple weeks thinking, do I need to long? Like, do I long pump? And every time I just cannot convince myself to do it. Um, numbers are also down relatively significantly here.
Peak+7.1%
HYPE/long/threadguy
Hyperliquid trades at a premium because users actually trust the network and it makes real revenue.