Mardo
@MardoResearch
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Thematic investments focused on AI, metals, energy, and space. Highest conviction in ramping data centers and memory. Top picks: $GLXY $HYMC $URNM $SNDK.
Austin, TX
Joined September 2021
Called it.
My convo earlier today. I guess I’m pretty good at this trading thing. Called the potential reversal in the markets. My shorts on Nasdaq and crypto are printing. $BTC $ETH $QQQ
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Still printing on these SaaS shorts. $FIG $CRM $TEAM $WDAY $ASAN $DOCU $HUBS $DUOL $ADBE
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My convo earlier today. I guess I’m pretty good at this trading thing. Called the potential reversal in the markets. My shorts on Nasdaq and crypto are printing. $BTC $ETH $QQQ
Current position set up: Short $BTC $ETH and Nasdaq. Long gold with SL <$5k.
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We’re safe for now: •The U.S. added about 130,000 jobs in January. •Number beat expectations, suggesting stronger labor market momentum.
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There’s an opportunity for Docusign to embrace AI agents by enabling them to sign contracts based on their unique identities. This also opens questions around how the law treats these contracts. $DOCU
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You can take similar trade set ups where you can open multiple positions with different size and leverage at Ostium. https://t.co/e8MUYrOFb9
app.ostium.com
Trade SPX and other real-world assets on-chain with Ostium. Access deep liquidity, low fees, and up to 200x leverage from your wallet.
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Current position set up: Short $BTC $ETH and Nasdaq. Long gold with SL <$5k.
Market feels heavy. Opened shorts a bit ago. Small size.
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Jobs report tomorrow…. Remember, there’s no economy without humans having jobs.
At this point, the market is pricing in the expectation that all humans will be out of jobs. All AI agents will have no buyers except sovereign nations that use them for war. You can build any app you want, but if humans have no income, your app is worthless.
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At this point, the market is pricing in the expectation that all humans will be out of jobs. All AI agents will have no buyers except sovereign nations that use them for war. You can build any app you want, but if humans have no income, your app is worthless.
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Here’s the new short. It shouldn’t be this easy. Bulls aren’t even trying to fight back.
Jk. I’m back with some new shorts.
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Please check in on the boomers who thought $XRP would reach $1,000.
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Jk. I’m back with some new shorts.
Closed all my shorts: $BTC $ETH $SOL. Going to enjoy the gains and keep working on a new agentic platform we’re building. Still have my put options on SaaS.
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FYI - have a new gold long opened as well. Gold up relatively well and diversification away from dollar by central banks hasn’t stopped.
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Closed all my shorts: $BTC $ETH $SOL. Going to enjoy the gains and keep working on a new agentic platform we’re building. Still have my put options on SaaS.
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