애기 retweeted
HYPE ETFs have fallen below 5M hyperliquid:native in total holdings.
There hasn't been a single day of inflows since October 6.
Total outflows for October have reached $38.1M.
short pump fun also a great idea imo if you are looking for decently liquid shorts on things that have a terminal value of fucking zero.
these are my best ideas currently:
overweight cash
natural gas exports from USA to RoW continue to grow 20% y/y until prices have equalized (LNG, EQT)
defense tech with growing revs are a good long between here and January for 12->24 month holds (AVAV, LASR)
korea and brazil both outperform usa indexes this decade (EWY, EWZ)
exchanges bought at reasonable prices (ie, not here) continue to compound well on high timeframes (HYPE, IBKR)
gold
these are my best ideas currently:
overweight cash
natural gas exports from USA to RoW continue to grow 20% y/y until prices have equalized (LNG, EQT)
defense tech with growing revs are a good long between here and January for 12->24 month holds (AVAV, LASR)
korea and brazil both outperform usa indexes this decade (EWY, EWZ)
exchanges bought at reasonable prices (ie, not here) continue to compound well on high timeframes (HYPE, IBKR)
gold
did the US government ask for this post so they could get a free short entry or what
SpaceX was the most hyped company in our lifetimes and it was a scam at IPO and remains a scam now so I don't see why the masses would really give a shit about anthropic IPO
Wow I wonder if the stock market could be topping out leading to rotation into real estate
Couldn't happen right
US NEW HOME SALES BEAT EXPECTATIONS IN SEPTEMBER
US new single-family home sales reached 676,000 annualized, beating the 650,000 forecast, despite declining 0.6% month-over-month.
The median sale price fell 3.9% year-over-year to $400,400, while housing supply eased to 8.4 months from 8.5 months in August.

















