D1 Fun

Pavel is always on the run

*telegram

Get with the times

I am too dense - I presume this is humour? 😂

ie insights into the degen brain

The one caveat is everyone’s algo is tailored to them

Tons of victory laps and content out there celebrating the first torpedo kill since ww2

Bad guy vs good guy. Removes the human aspect for many

That much is true. Very true

ive tended to selfishly avoid watching the live cell phone vids

humanizes everything im trading and gets me too emotional :/

yup

spare the Greeks

damn

🩳 szn it is

Well how do we define “win”

plugged my nose and bought a few fallen angel software co's after the destruction too, but all small. shouldve gone heavier

i tend to agree too, fwiw

net short equities
short silvy
long energy
long (many) commods
long real assets / real estate
long chems
[i'm still long at shitton of biotech from last year too when we chatted abt the true max pain / fear washout... but exiting out of as LTCG come through]

thank u

facts change. probabilities change 🫡

industry just giong to keep consolidating too. stuff like $wes buying $kntk

can keep simple and just own the big boy tax efficient $et. their network would cost almost $2 trillion to replace tody

also own a ton of US midstream but ill likely hold that regardless of CL prices unless they really run higher. i like the oligopoly toll road biz. most are trading below $0.10 on the dollar replacement cost.
structural inflation + ai / energy demand winners too

still fading? or think facts changed and it's 💯 time?

i'm still long
- got sco for the direct exposure, and
- a basket of chems companies that are structural winners from higher too
- tiny positions in a few levered equity stub shitcos like $kos , but those have run 100-200%+ since jan

What about those gold miners in Nevada that don’t mine gold? And have a live $500M shelf?

fortunately they got a diversified 3x levered etf i can try to slam at the extremes

wise

worst short of my life was a bio. ripped my face off. lost more $ in 1 hour than i thought id ever touch in a lifetime as a college kid

was cracking up for a few mins

(darkens)

and if ur bad, #1 and #2 dont apply, bc the mkt will take ur $ for u 😂

the 2 big things are
1) never keep too much $ on there (both hack risk, and separately, you get hunted on ur positions if u trade any size)
2) if ur good, change wallets bc ppl copy u since it's a live track record. and ur trades / funding rates get crowded when ppl copy

eh i can manage the risk

it's some of the best risk/reward bets u can make. it's the silliest counterparties of all time all transparently in one place

already got multiples of my original capital out, and will contineu to do so

thank u btw

you're an all time poaster

Bloomberg’s reporting is entirely inaccurate btw

To this day still almost no one in finance understands (the weeds of) crypto mkts

can i ask - increasing budget above $100 now ?

HL mkts r capped out now (i.e., degens betting on limit up)