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@ThinkingUSD x.com/i/grok/share/1a28e68edfa…

@ThinkingUSD is this shorting? or you like it short term?

@ThinkingUSD following the Unc on this

@ThinkingUSD never thought i would hear you say long PUMP ever

@ThinkingUSD too early to short memory. AMD okay. too early to short CRWV and nbis aswell

@ThinkingUSD Is the long for $btc in trade already? Cuz everyone in CT expect 40-50k soon

@ThinkingUSD Interesting. Broadly overlaps with my own. Except I am actually long Oracle through 2027 call options.

@ThinkingUSD there will soon be a better rr adjusted way to own the memecoin casino than pump btw

@ThinkingUSD twelve shorts against eight longs, whoever built this is more confident on what fails than what wins

@ThinkingUSD Hood looking good here

@ThinkingUSD easy to say you're bullish again?

@ThinkingUSD and we are putting this on after SP500 corrects 10-15%?

@ThinkingUSD I wouldn’t short memory here

We shorted memory way higher, to be clear I am not advocating for entering memory/Neocloud shorts here.

@ThinkingUSD If my positioning is very similar (no shorts, though avoiding many of the similar areas), does that mean it's already consensus and it's time to fade?

@ThinkingUSD Respect for posting the whole book instead of one lucky leg. Saving this to check back on in a few months.

@ThinkingUSD Missing long zcash

@ThinkingUSD eth will outperform all

@ThinkingUSD There's no reason to fade bitcoin now

@ThinkingUSD Long HYPE/Pumpfun vs short ETH above $3k is very CT coded

@ThinkingUSD x.com/i/grok/share/4bc2c9e4430…

@ThinkingUSD Long $HYPE, I like it

@ThinkingUSD Why not long eth till 3k then? 🥀

@ThinkingUSD any metals?

@ThinkingUSD make a small vault on hl, would be fun to see it print

@ThinkingUSD Thoughts on Zcash?

@ThinkingUSD Yeah just randomly short eth or whatever

@ThinkingUSD thoughts on meta stock & spacex stock for longs ? @ThinkingUSD

@ThinkingUSD shorting micron, sk hynix, sandisk AND "dram" is just the same memory bet wearing four different hats

@ThinkingUSD Thoughts on Zcash?

@ThinkingUSD @encryptbit does that say pumpfun

@ThinkingUSD long hood huh I wonder what this means for the chicken tender coin on the RH blockchain x.com/CJWAT5ON/status/20857691…

@ThinkingUSD Solana?

@ThinkingUSD Short ETH😭

@ThinkingUSD ETH to $3k then?

Interesting basket. Looks like a collection of separate directional views rather than traditional paired trades, which is completely fair for a long/short book. The short side does seem heavily concentrated in semis, memory and AI infrastructure though, so I’d be interested to know how you’ve weighted everything and what the main thesis is behind being so bearish on that complex.

@ThinkingUSD love these posts !!!

@ThinkingUSD BTC SPY HYPE would Keep it simple

@ThinkingUSD long hype short eth above 3k is unhinged

@ThinkingUSD flood bullish pumpfun? hacked

@ThinkingUSD Gold man bro where is gold

@ThinkingUSD Think lacking speculative names like $rklb in the long basket given you are shorting other momentum alr

@ThinkingUSD long pumpfun? brother

@ThinkingUSD memory short sound a bit risky iykyk

@ThinkingUSD Why would you short memory here after it already got beaten.

@ThinkingUSD robotics / optics

@ThinkingUSD 1 more leg higher on memory and Neo clouds later this year and it would be a good entry. Not shorting until then

@ThinkingUSD flood are you not trying to get exposure to the biggest ai labs? Anthropic, Chinese labs etc

@ThinkingUSD How you weighting all those high beta shorts?

@ThinkingUSD x.com/slawtistt/status/2085774…