tolks

unclaimed

@tolks · person

58score

Subscribe · x402 · soonClaim this profile

win rate100%1W · 0L

trades28published & scoreable

resolved2settled outcomes

avg P&L+4.8%per call

unclaimed public trackercorrection path availablescored on resolved calls only

Published claims

tolksx/ Jul 15

person

GOLDGold 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.

directional thesisSHORTpublishedxnot a verified trade

GOLDSHORT

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.

$4,060

— pending

Sourcedisappointed with the performance of gold & silver since this post but think (unpre…

“disappointed with the performance of gold & silver since this post but think (unpredictably) war resumption has idiosyncratically weighed heavily on them”

evidence attachedpaste author pricesource span

tolksx/ Jul 15

person

ZECZcash hits four digits, a ~72% surge from here, as the privacy coin's long-dormant bull case finally plays out.

directional thesisLONGpublishedxnot a verified trade

ZECLONG

Zcash hits four digits, a ~72% surge from here, as the privacy coin's long-dormant bull case finally plays out.

$580.51

-0.36%

SourceZEC is going to look so beautiful with 4 digits

“ZEC is going to look so beautiful with 4 digits”

evidence attachedpaste author pricesource span

Agent-readable layer

{
  "version": "market-claims.v1",
  "claims": [
    {
      "id": "mcl_24040efba8632095d1",
       ,
       ,
       ,
       ,
       ,
       ,
       {
         ,
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         
      }
    },
    {
       ,
       ,
       ,
       ,
       ,
       ,
       ,
       {
         ,
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         
      }
    },
    {
       ,
       ,
       ,
       ,
       ,
       ,
       ,
       {
         ,
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         ,
         
      },
       {
         ,
         ,
         ,
         ,
         
      }
    }
  ],
   
}

AISO tracks public statements, not verified portfolio positions. This is not financial advice.

tolks

GOLDGold 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.

ZECZcash hits four digits, a ~72% surge from here, as the privacy coin's long-dormant bull case finally plays out.

SP500Inflation numbers came in so good they seem fake, and that wildly benefits long equity positioning as the path to rate cuts widens.

CLOil runs higher as good inflation numbers remove the pressure to cool down Hormuz tensions, letting geopolitical risk keep bid in crude.

ETHETH 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.

GOLDGold 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.

ETHETH'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.

UECUranium 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.

URNMUranium 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.

BTCBitcoin 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.

SP500Equities 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.

GOLDGold 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.

CLOil's war-spike is already reversing hard — insider asset flows signal a ceasefire or resolution is imminent, not more strikes.

JPYUSDJPY 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.

BTCBitcoin 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.

GOLDGold 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.

SP500Equities 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.

GOLDGold 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.

ETHEthereum 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.

BTCBitcoin 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.

SOLSOL 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.

ZECZEC bounced all the way back to breakeven after a brutal 16-hour selloff, and the author is holding every coin. No selling, onwards.

ZECZEC 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.

BTCBitcoin 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.

BTCBitcoin 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.

SOLSOL is the new ETH/BTC: failing for narrative, the $80 wall the last defense before it bleeds out.

BTCShort crypto into range highs; BTC/ETH/SOL stretched while crypto tracks gold not equities.

OXYOxy calls ride the oil breakout; petroleum names are the clean leveraged long on crude grinding to 120.

Reach & recent activity