casa
@coin_casanova
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automating my life so I can have time chasing coins. A true casanova.
Joined March 2018
muh safe haven asset.
Gold $GLD ETF saw an outflow of $2.91 Billion on Wednesday, the largest in a decade 🚨🤯👀
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No edge in trading what I have no clue about, just waiting is best.
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hey ya, can I be proud of this or no?
Japan and Korea is having its shitcoin moment imo, ppl are shilling everything there that has an "AI" attached to it. Basically ignore fundamental, trade the charts if you must. Otherwise just stay out. Shit will have its roller coaster ride soon.
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midas touch once again.
When I first invested in stocks after October crash, I was trying to find narrative/momentum trades, and looking at these now, it's like all of them just top near the same timeframe crypto bros were switching. - SPACE, Robotics, Drones CT bros are exit liquidity once again.
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1) Very volatile timeline, one outlier is that Gold not really joining the "prolonged war", so even if you picked prolonged n chose gold? Maybe you're down as well lol. 2) Trump gave us 4 weeks, so I think he's considering the "worst case", so likely 2-3 weeks maybe.
Currently market narrative is split between 50-50, and how to express these thesis: 1) short lived war, similar to venezuela, good for risk assets 2) prolonged war vs Iran, bad for risk, good gold and oil I think goal is to see which has better R:R and higher probability so we
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oh wow I guess it's already played out while ago lol.
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Great call by @zuqaquz on this $VVV trade and here is how I'd look at it now: I think we're somewhere between Phase 2 w/ momentum (Price is confirming narratives) +fud showing up. Will likely test convictions for many.
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Was thinking of this idea but haven't been able to execute it, will likely need to do more dd and timing Long Agents infras vs Short Token creation $VVV, $NEAR vs $CLANKER, $PUMP
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Sensing 2026 is very much a long/short pair trade ideas type of market. After 2 months of playing around in stocks, I'm thinking it's better to play around with narratives and expressing it thru long/short ideas. For example AI related, long SMH/ short IGV EM related, long
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There is no way around it, this weekend marks the utmost importance of Hyperliquid, being one of the few venues with a 24/7 market. It's attracting all types of speculators, hedgers, and soon enough, institutions with real sizes. There will be competitions but it's clear 24/7
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Currently market narrative is split between 50-50, and how to express these thesis: 1) short lived war, similar to venezuela, good for risk assets 2) prolonged war vs Iran, bad for risk, good gold and oil I think goal is to see which has better R:R and higher probability so we
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btc remains relevant 😀
*ISRAEL LAUNCHED PREVENTIVE ATTACK ON IRAN: ISRAELI MEDIA
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so bullish for SaaS stocks if they laid off quickly and telling the world about it?
according to Claude: • Staff: 10,000 -> 6,000 • Layoff cost: $500M 2025 P&L (YoY) • Gross Profit: $10.4B (+15%) • EBITDA: $3.5B (+14%) • Operating Income: $2.1B (+30%) • Net Income: $1.3B • FCF: $2.4B (+56%) Trailing Multiple • P/GP = 3.8x • P/FCF = 16.7x • P/E =
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So it is coming indeed. Software related jobs are about to experience some big change. Adapt or die. Both for companies and software engineers. Likely see cascade of news worldwide.
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are
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currently wrong, but thats also why we're only half sized. If no weekly closed end of the week, will need to close this trade and flip short imo.
So basically guidance is most important here for $NVDA's earning. I'm long half size since it's kinda like gambling with no edge. Will add more if we close above 194-195 end of the week.
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Feel like Hyperliquid will benefit more by making HIP-3 volume sticky before introducing too many venues, HIP-4 and 5. Would like to see more pairs that can bring in Korean/ Cinitri's following crowd w/o them leaving crypto.
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SaaS bouncing while Nvda is tanking Bitcoin not down relative to Nvda Let see
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Now that’s crazy.
The insider insider traded on the investigation into his own insider trading and made over half a million dollars. https://t.co/o5yF3yvwZy
https://t.co/Mz9FTeT5E0
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