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We've kind of seen that, uh, ADS Telegraph, that their, the voltages of their systems are going up. So they're going from what was called 48-volt to like 800 or something. 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There is less capital looking at crypto exposure than ever before. This all changes with the rapid repricing of Bitcoin this year, which I believe is inevitable."},"performance":{"entryPrice":75933,"currentPrice":65232,"returnPct":-14.092687,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_74fd7004e7ffb5cc7c","url":"/trace/claims/mcl_74fd7004e7ffb5cc7c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Pershing Square's new closed-end IPO trades like a Mag-7 proxy at a discount; weak debut to fade.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"PSUS","name":"PSUS","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=2685s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"44:45","startMs":2685000,"endMs":null,"excerpt":"Bill Ackman has just IPO'd his fund Pershing Square, PS, and it does not look good."},"performance":{"entryPrice":40.9000015259,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_101136f68a831502c6","url":"/trace/claims/mcl_101136f68a831502c6","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Vita Coco rides the viral coconut-water de-bloat trend; consumer-trend momentum already parabolic.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"COCO","name":"COCO","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=8548s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"142:28","startMs":8548000,"endMs":null,"excerpt":"there's a stock Chris Camillo has been talking about who is coming on the stream he's been talking about Coco on stream, and I've never heard of the stock before. 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It's at $94 after hours, it closed at $94.75. Bubble Boy is so fucking paid. I asked him what his next trade was. 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It's down 7%. it's down 7 is nuts."},"performance":{"entryPrice":625.8,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_629cd049ad197f6f93","url":"/trace/claims/mcl_629cd049ad197f6f93","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Google smashes earnings on Cloud and Gemini momentum; the obvious leader ripping post-print.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GOOGL","name":"GOOGL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=1237s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"20:37","startMs":1237000,"endMs":null,"excerpt":"Look at that thing fucking go, Google! Goddamn, this is the Mando stock if I've ever seen one. Who's long Google? Is anyone long Google? This is incredible."},"performance":{"entryPrice":356.7,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_95710225ee75499eb1","url":"/trace/claims/mcl_95710225ee75499eb1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"He sells Iran-war/oil risk by shorting crypto rather than equities since crypto is the cleanest bearish expression.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","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=1584s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"26:24","startMs":1584000,"endMs":null,"excerpt":"I made a tweet today and said the best way to express being bearish equities is to just short crypto"},"performance":{"entryPrice":75492,"currentPrice":65232,"returnPct":13.590844,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_afb9ee79fc64d661c1","url":"/trace/claims/mcl_afb9ee79fc64d661c1","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hormuz blockade keeps the strait closed; oil grinds structurally higher and finally bites risk assets.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"OIL","name":"WTI","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760135165?t=1318s","sourceUrl":"https://twitch.tv/videos/2760135165","timecode":"21:58","startMs":1318000,"endMs":null,"excerpt":"this is a chart of front-dated Brent oil on Hyperliquid. And look at the daily chart on this thing. Pretty terrifying. all-time high on the first breakout, like early March, was like $117"},"performance":{"entryPrice":104.33,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_89f76f6cfcbc2df9d3","url":"/trace/claims/mcl_89f76f6cfcbc2df9d3","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Apple beats and rips: double beat, iPhone record, services ATH, dividend raise overcome iPhone unit miss","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"AAPL","name":"AAPL","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760918929?t=3145s","sourceUrl":"https://twitch.tv/videos/2760918929","timecode":"52:25","startMs":3145000,"endMs":null,"excerpt":"I think the market was trying to figure out why they missed. Let's fucking go. Green, green, green."},"performance":{"entryPrice":268.8,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_cd0a93b2a8fc629a5d","url":"/trace/claims/mcl_cd0a93b2a8fc629a5d","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"DeFi is unusable: AI cyber models surface latent smart-contract bugs, worst exploit month ever","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"ETH","name":"ETH","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760918929?t=4506s","sourceUrl":"https://twitch.tv/videos/2760918929","timecode":"75:06","startMs":4506000,"endMs":null,"excerpt":"April 2026, believe it or not, was the worst month ever in terms of DeFi exploits. $635 million lost over 28 exploits in 30 days is hard to fathom."},"performance":{"entryPrice":21.4599990845,"currentPrice":1777.49,"returnPct":-8182.805572,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_b4324a75e9a6105520","url":"/trace/claims/mcl_b4324a75e9a6105520","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Fade Peter Brandt's 10-year chop call: bankrupt US and hyper-debt force markets up for years","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SP500","name":"SP500","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760918929?t=6241s","sourceUrl":"https://twitch.tv/videos/2760918929","timecode":"104:01","startMs":6241000,"endMs":null,"excerpt":"USA is bankrupt, hyper debt is out of control. 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I like Eaton a lot."},"performance":{"entryPrice":433.1400146484,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_c1177849ce394584ca","url":"/trace/claims/mcl_c1177849ce394584ca","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Long stocks instead of shorting oil: war-over headline tanks oil but rips equities, same expression cleaner","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"XYZ100","name":"XYZ100","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760918929?t=3961s","sourceUrl":"https://twitch.tv/videos/2760918929","timecode":"66:01","startMs":3961000,"endMs":null,"excerpt":"you could maybe just long stocks to express short oil. Is that retarded? You could maybe long stocks to express short oil because it's like, okay, they're both going up in tandem. And I would imagine you're shorting oil because you're waiting for the war is over headline. But you know, on the war is over headline, we're gonna rip higher."},"performance":{"entryPrice":27453,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_e8d5374bec0f6343cf","url":"/trace/claims/mcl_e8d5374bec0f6343cf","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"GameStop is the trade he wants: eBay acquisition chatter is a fun catalyst but he lacks a venue to long it","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"GME","name":"GME","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2761765658?t=7487s","sourceUrl":"https://twitch.tv/videos/2761765658","timecode":"124:47","startMs":7487000,"endMs":null,"excerpt":"Oh dude, GME, are they really gonna buy Game-- uh, eBay? 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They just added trading for South Korean stocks, which is really lit."},"performance":{"entryPrice":80.4550018311,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_395eb4c8b4330f88df","url":"/trace/claims/mcl_395eb4c8b4330f88df","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Qualcomm is a fun way to play OpenAI hardware/phones even if the business is murky","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"QCOM","name":"QCOM","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2761765658?t=3094s","sourceUrl":"https://twitch.tv/videos/2761765658","timecode":"51:34","startMs":3094000,"endMs":null,"excerpt":"Qualcomm, which I like because I think it's fun for the OpenAI phones, down 1.5%. 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I like what I like. And you can't Iran War me out of getting rich."},"performance":{"entryPrice":7219.4,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7f083864d0ff66c855","url":"/trace/claims/mcl_7f083864d0ff66c855","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Long Bitcoin is a safer expression of short oil into a war ceasefire than shorting oil outright","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"BTC","name":"BTC","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2761765658?t=2937s","sourceUrl":"https://twitch.tv/videos/2761765658","timecode":"48:57","startMs":2937000,"endMs":null,"excerpt":"somebody asked me, they wanted a short oil, and I told them I think a better expression of short oil is long Bitcoin, if you remember that. And I don't know if that was true, but I said it's a safer expression is long BTC."},"performance":{"entryPrice":77945,"currentPrice":65232,"returnPct":-16.310219,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_afabf43ab8874baf00","url":"/trace/claims/mcl_afabf43ab8874baf00","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"Robinhood just trades as crypto beta now; no reason to hold it in 2026 over the actual coins","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"HOOD","name":"HOOD","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2764207002?t=1858s","sourceUrl":"https://twitch.tv/videos/2764207002","timecode":"30:58","startMs":1858000,"endMs":null,"excerpt":"Hood up 4, but really it's crazy, Hood just trades like a crypto stock. 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This is probably your software long, huh?"},"performance":{"entryPrice":147.15,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_aa8f75d75c894b1966","url":"/trace/claims/mcl_aa8f75d75c894b1966","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"eBay is the real winner of the saga; legacy behemoth at ATH that mooned on the GME bid","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"EBAY","name":"EBAY","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2764207002?t=1991s","sourceUrl":"https://twitch.tv/videos/2764207002","timecode":"33:11","startMs":1991000,"endMs":null,"excerpt":"I think the eBay thing makes a lot of sense... eBay is a fucking behemoth and it's pretty dead, like it's a hollow behemoth... but it's a massive marketplace."},"performance":{"entryPrice":109.3099975586,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}