The social and discovery layer for trading. Capture alpha, trade profitably across stocks, crypto & prediction markets.
Based in Japan
- Tweets 258
- Following 37
- Followers 9,819
- Likes 96
Pinned Tweet
Stablecoins established money nnchain, tokenization accelerates assets onchain, onchain capital markets are unifying the entire market apparatus on programmable rails. The financial infrastructure supercycle is taking shape.
27
3
48
571,967
🌕 GoBull Moon Landing Carnival Rewards Are Ready to Claim! 🎁
👉 t.me/GobullMoonbot/GoBullMoo…
Thanks for flying with us. 🌕🐂
See you on the next GoBull mission.
🌕 GoBull Moon Landing Carnival Rewards Are Ready to Claim! 🎁
🏆 $3,000 in rewards are now available for eligible participants.
👉 Claim your rewards here: t.me/GobullMoonbot/GoBullMoo…
Open the Mini App, go to the Claim tab, check your reward status, and follow the on-screen instructions to complete your claim.
Thanks for flying with us. 🌕🐂 See you on the next GoBull mission.
1
3
301
October Key Events
Oct 2 — U.S. Nonfarm Payrolls
Oct 15 — TSMC Q3 earnings
Oct 27–28 — FOMC meeting
Oct 28 — Fed rate decision + press conference, plus GOOGL / MSFT / META earnings
Oct 29 — U.S. Q3 GDP + AAPL / AMZN earnings
Oct 30 — U.S. PCE inflation data
For crypto, TOKEN2049 and the expected DTCC Tokenization Service launch are also worth watching.
Oct 27–30.
Macro, mega-cap tech, and onchain market structure all collide in the same week.
1
6
483
This is what signal discovery is really about. The best traders rarely publish the full picture.
A position here.
A research note there.
A new supply-chain rabbit hole.
Sometimes, silence around the smallest names.
Individually, they’re fragments.
Connect them fast enough, and you start to see the trade before the thesis becomes obvious.
That’s the discovery layer we’re building.
Capture alpha. Trade profitably.
Serenity @aleabitoreddit has been digging into Korea’s AI supply chain.
But some of the most interesting names may simply be too small to talk about publicly.
I went down the rabbit hole and found 7:
$90M–$1.9B market caps.
HBM. Photonics. Testing. Materials.
Some are already on his radar. Others fit the same supply-chain thesis.
Here’s the map 🧵👇
First, the names Serenity has actually touched:
🔥 $138080 OE Solutions — ~$0.25B
Photonics / EML / CW Laser
800G/1.6T, EML and CW lasers → direct exposure to AI data center optics and CPO.
→ Serenity disclosed a position.
🔥 $093370 Foosung — ~$1.05B
WF₆ / Specialty Gas
WF₆ is critical for tungsten deposition. The thesis: memory expansion + potential supply constraints = bottleneck exposure.
→ Direct Serenity research; no position disclosed.
🔵 $322310 AUROS — ~$0.09B
HBM / Advanced Packaging Metrology
Hybrid bonding requires increasingly precise overlay control as packaging complexity rises.
→ Serenity previously owned it, then reduced exposure as hybrid-bonding timelines slipped.
Then there are the names further down the same supply-chain rabbit hole:
🟡 $104830 Wonik Materials — ~$0.30B
Specialty Gases
Samsung + SK Hynix supplier. Advanced DRAM/NAND → higher specialty-gas consumption.
🟡 $089030 Techwing — ~$1.29B
HBM Testing
HBM Cube Prober exposure. More stacked layers → greater testing complexity + higher yield-control value.
🟡 $357780 Soulbrain — ~$1.89B
Semiconductor Chemicals
High-purity etching and cleaning chemicals. More complex memory processes → greater material intensity per wafer.
⚪ $317330 Duksan Techopia — ~$0.19B
Semiconductor Precursors
HCDS, SiCl₄ and other deposition materials tied to DRAM/NAND capex.
The real hunt isn’t for “the next SK Hynix.”
It’s one layer deeper:
AI
→ HBM
→ Advanced Packaging
→ Testing
→ Materials
→ Photonics
Then look for the intersection of:
Small Market Cap × AI Revenue Inflection × Supply Bottleneck
The best picks-and-shovels businesses often sell something that represents only a tiny fraction of the final chip’s cost.
But if that component becomes scarce, billions of dollars of downstream capacity can get held up.
That’s what makes Korea’s AI semiconductor small-cap supply chain worth digging into.
🔥 Direct — explicitly researched / owned
🔵 Weakened — researched, but thesis weakened
🟡 Thematic — closely aligned with the research thesis
⚪ Candidate — supply-chain extension
1
5
650
Burry shorting $NVDA is a headline, shorting chips, memory, cloud, infrastructure, software and the Nasdaq is a signal.
That’s the difference between seeing a trade and discovering the thesis behind it.
BREAKING: Michael Burry is shorting the AI boom.
His $NVDA + $PLTR puts once topped $1B in notional exposure.
And his shorts now span the AI stack.
The bet?
Depreciation. Debt. Overcapacity.
Here’s Burry’s AI Big Short — and what he thinks breaks first.
🧵
1
1
9
537
1999 $Cisco traded at 130x PE on vendor-financed ghost orders.
2026 $NVIDIA trades around 30x PE backed by trillion-dollar cash reserves.
Why the "higher-for-longer" narrative is failing to stop this cycle:
Fiscal deficits running at 6% GDP are silently out-pumping Fed QT
Hyperscalers earn billions in interest while fueling Capex from organic FCF
Spot ETFs turned Crypto into a sovereign debt hedge, not just retail beta
A deep dive into the macro architecture behind the current rally👇
1
5
562
One of the biggest smart-money trades of this cycle may be hiding in plain sight:
The U.S. government’s strategic investment portfolio.
We’ll track the money, you capture the opportunities.
The U.S. government may have made one of the best trades of the decade.
In 2025, it invested $8.9B in $INTC at $20.47/share.
Sep. 21 close: $121.78
That’s roughly:
+495% price appreciation
~$43.9B theoretical gain
But Intel wasn’t the only strategic investment.
I followed the government money.
Here’s where it went next 👇
1
3
468
Blast off to the moon with GoBull, the Moon Landing Carnival is LIVE 🌕🚀
Enter the Telegram Mini App and get 100 FUEL for free to share a 3,000 $USDT prize pool.
👉 gobull.ai/moon
🌕 GoBull Moon Landing Carnival is LIVE! 🚀
Launch Rocket Crush, lock your multiplier before the crash, and earn USDT / $HOOD / $AAPL / $DOGE/ $NVDA rewards.
👉 gobull.ai/moon
🎮 How it works
→ Enter the Telegram Mini App and get 100 FUEL for free
→ Complete tasks and invite friends to earn more FUEL
→ 100 FUEL = 1 Rocket Crush launch
→ As the rocket climbs, the multiplier keeps rising
→ Hit Lock before the rocket crashes to secure your Points
→ If the rocket crashes before you lock, you earn 0 Points
→ Points can be accumulated, with no limit on the number of plays
🏆 $3,000 Total Prize Pool
$2,500 shared by all Points holders based on their share of total Points
$500 shared by the Top 100 inviters
📅 Sep 21, 2026-Sep 28，2026
Fuel up. Launch. Lock. 🌕
Who will make it to the moon?
5
2
8
453
Imagine once the SEC Innovation Exemption is approved, GoBull instantly pushes trading signals linking US stocks and crypto to you and create the innovation exemption portfolio for continuous monitoring.
You can track performance and make independent trading decisions—all right at your fingertips within a single GoBull app.
Soon.
SEC Innovation Exemption Bags
The SEC’s Innovation Exemption opens a regulatory pathway for tokenized U.S. equities to enter onchain market structures.
Following the stack from Tokenization → Exchange → Settlement → Oracle → Liquidity → Credit, here are 7 stocks + 13 crypto assets on my watchlist.
Data as of Sep. 21, 2026, 17:00 UTC+8. Performance is measured from Sep. 17, the day the Innovation Exemption was issued.
STOCKS LIST
$SECZ | Tokenization / RWA | +21.6%
Securitize. One of the most direct tokenization infrastructure plays on this list, focused on bringing traditional securities onchain.
$COIN | Exchange / Infrastructure | +11.7%
Coinbase. Trading, custody and institutional infrastructure — with a potential long-term evolution from a crypto exchange into an Onchain Capital Markets Gateway.
$HOOD | Retail Distribution | +9.1%
Robinhood. A unified retail gateway for stocks, options and crypto, making it a natural distribution-layer exposure to TradFi → Onchain.
$BLSH | Crypto Exchange | +9.8%
Bullish. Institutional crypto trading infrastructure, with exposure to growing institutional trading and liquidity demand across digital markets.
$CRCL | Stablecoin | +7.9%
Circle. The USDC issuer. Its key exposure isn't tokenized stocks themselves, but the potential growth of Onchain Dollar Settlement infrastructure.
$MSTR | Crypto Treasury | +16.4%
Strategy. Less about tokenization infrastructure and more about regulatory clarity → institutional adoption → BTC demand. Think Crypto Asset Beta.
$BMNR | Crypto Treasury | +8.7%
BitMine. ETH treasury exposure and a second-order proxy for Ethereum's role as a programmable settlement layer.
CRYPTO LIST
$BTC | Monetary Asset | +6.3%
Less directly tied to tokenized equities, but a major proxy for broader Institutional Crypto Adoption as U.S. regulatory clarity improves.
$ETH | Settlement | +9.0%
The programmable settlement layer for smart contracts, tokenized assets and stablecoins — core infrastructure for the Onchain Capital Markets thesis.
$SOL | Execution | +11.6%
High-throughput, low-cost execution infrastructure with natural exposure to high-performance onchain financial markets.
$LINK | Oracle | +12.0%
The data and interoperability layer connecting TradFi with blockchains. Tokenized equities still need prices, corporate actions and real-world data delivered onchain.
solana:HZ1JovNiVvGrGNiiYvEozEVgZ58xaU3RKwX8eACQBCt3 | Oracle / Market Data | +8.9%
Real-time financial market data infrastructure, mapping directly to the growing demand for low-latency price feeds in onchain markets.
$UNI | AMM / Liquidity | +32.3%
One of the most interesting structural proxies. The SEC framework explicitly brings permissioned AMMs / liquidity pools into the tokenized-securities experiment.
solana:4k3Dyjzvzp8eMZWUXbBCjEvwSkkk59S5iCNLY3QrkX6R | AMM / Solana | +13.3%
Solana-native liquidity infrastructure. If more financial assets migrate to Solana, liquidity venues become a critical part of the stack.
solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN | Aggregator / Trading | +24.8%
A major Solana trading and liquidity aggregation layer — essentially an Onchain Liquidity Aggregation play.
$AAVE | Credit | +15.6%
A second-order beneficiary of tokenized-asset financialization: Assets → Collateral → Lending → Onchain Credit
ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 | RWA / Tokenization | +14.7%
One of the clearest crypto-native RWA exposures, mapping directly to the long-term migration of traditional financial assets onchain.
$BP | Exchange / Distribution | +66.2%
The Backpack ecosystem token, representing crypto-native exchange, wallet and distribution infrastructure.
$AVAX | Blockchain Infrastructure | +46.6%
Institutional / RWA blockchain infrastructure, with exposure to customized execution environments for bringing financial assets onchain.
$ARB | Scaling / L2 | +27.6%
Ethereum scaling exposure. If more financial activity settles within the Ethereum ecosystem, L2s can provide the lower-cost execution layer.
From Sep. 17 → Sep. 21, the strongest performers on this watchlist were:
$BP +66.2%
$AVAX +46.6%
$UNI +32.3%
$ARB +27.6%
solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN +24.8%
$SECZ +21.6%
One important distinction: Performance after the Innovation Exemption ≠ performance caused by the Innovation Exemption.
Four days is far too short to establish causality, especially with the broader crypto market moving at the same time.
What matters more is the infrastructure underneath this watchlist:
Tokenization → Distribution → Settlement → Execution → Oracle → Liquidity → Credit
If traditional securities increasingly become programmable onchain assets, these are the layers that need to be rebuilt — and potentially repriced.
I’ll keep tracking this watchlist as the Onchain Capital Markets thesis develops.
“Exposure” refers to our industry-chain mapping, not SEC endorsement of any company, protocol or token. Not investment advice.
2
418
U.S. equities are moving onchain.
The SEC just opened a regulatory path for Tokenized Stocks + Smart Contracts + AMMs.
This could be the beginning of a much bigger shift:
Wall Street → Onchain Capital Markets
Full thesis from GoBull Research soon.
The SEC just opened the door to putting the U.S. stock market onchain.
And I don't think the market fully understands what happened.
On Sept. 17, the SEC issued its “Innovation Exemption.”
For the first time, eligible tokenized U.S. stocks can trade onchain through:
→ Public blockchains
→ Smart contracts
→ Permissioned AMMs
→ Liquidity pools
This is not another “crypto-friendly” headline.
It is the beginning of an experiment to rebuild parts of U.S. capital market infrastructure onchain.
At GoBull Research, we went through the SEC documents.
Here’s what changed — and the stocks + crypto assets most exposed to it 🧵
5
15
493
GoBull Arbitrage Dashboard is now live!
Discover Delta-neutral arbitrage opportunities with an APR exceeding 2,000%.
Go beyond standard charts:
coverage spans 9 exchanges and over 2,100 trading pairs.
Market depth, trading friction, 24/7 continuity, and payback periods—all at a glance.
Try it for free for a limited time.
gobull.ai/arbitrage
4
14
555
Not another trading pipe. GoBull is building the social and discovery layer for trading.
27
23
78
182,828
$1,000 prize pool up for grabs! 🔥 Start building your simulated portfolio on GoBull now.
GoBull — Portfolio To The Moon Race is live! 🚀🐂
Build a virtual portfolio with 3 different assets and see if it can go to the moon.
Example: BTC / NVIDIA / GOLD
Buy-in time = Google Form submission time
Close time = Sep 18
🏆 1,000 USDT Prize Pool
All users with positive returns will be ranked and share the pool based on performance.
🎁 Bonus Giveaway
2 users who follow, quote repost, and comment will win 100 USDT each.
How to join:
1️⃣Follow @GoBull_AI
2️⃣Quote repost this post and add your portfolio in the quote:
I am participating in the GoBull — Portfolio To The Moon Race. My portfolio is:
BTC / NVIDIA / GOLD
@GoBull_AI
#GoBullMoonPortfolio
3️⃣Join our community and fill out the Google Form:
t.me/gobullofficial/31/16560
Pick your portfolio.
Let’s moon it. 🌕🚀
#GoBull #Trading #Crypto #Stocks #Portfolio
3
11
314
The #Fedhike is no longer the trade. The second hike is.
After the release of the August US inflation data, markets raised the probability of a 25-basis-point hike next week from roughly 70% to nearly 90%.
Core CPI slowed slightly year over year, but the monthly data showed that price pressures are no longer limited to oil and gasoline. Airfares, hotels, communication services, and both new and used car prices are rising.
The conflicts in Iran and Ukraine continue to disrupt energy supplies, pushing oil above $100 a barrel. Tariffs are raising import costs, while massive data center construction is competing for power, equipment, and labor.
But the Fed can’t produce more oil, electricity, or data center capacity.
That leaves us with a dangerous chain reaction:
Higher energy prices → higher inflation → Fed hikes → weaker consumption and investment.
This is why a Fed hike doesn’t necessarily mean every asset falls at once.
If #Warsh frames next week’s 25-basis-point hike as an insurance move—and gives no clear signal of further tightening—stocks could even stage a relief rally.
If the Fed believes one hike is enough:
• Treasury yields could fall
• The dollar could spike, then reverse
• Growth stocks could rebound
• Gold could recover after a brief pullback
But if the Fed signals another hike this year:
• The 10-year Treasury yield could break above 5%
• AI stocks and other richly valued growth stocks could face more valuation compression
• Real estate, consumer discretionary stocks, and highly leveraged companies could remain under pressure
• Markets could start seriously pricing in stagflation
What It Means for #Stocks
Higher rates hit stocks in two ways.
First, they raise the discount rate, reducing the present value of future earnings. Companies whose valuations depend heavily on growth years into the future are the most sensitive.
Second, higher rates increase financing costs, weaken consumption, and reduce business investment—eventually hitting actual earnings.
That leaves richly valued AI stocks, unprofitable software companies, highly leveraged data center operators, and small caps particularly exposed.
Large platforms such as Microsoft, Alphabet, Amazon, and Meta are relatively better positioned, thanks to their stable cash flows and large cash reserves.
What It Means for #Gold
Gold is being pulled in two directions.
On one side, rising real yields and a stronger dollar increase the opportunity cost of holding a non-yielding asset. That is the source of gold’s near-term pressure.
On the other, the same hike could deepen concerns about stagflation, recession, fiscal stress, and financial instability. Add two wars and oil above $100, and safe-haven demand isn’t going to simply disappear.
The more likely path for gold is:
A brief decline around the rate hike, followed by a recovery if markets begin pricing in slower growth or a policy mistake.
One hike is mostly priced in. Two hikes are not. If the Fed is forced to use higher interest rates to fight supply-driven inflation, the biggest risk isn’t just higher prices. It’s higher inflation and weaker growth arriving at the same time.
12
522
GoBull — Portfolio To The Moon Race is live! 🚀🐂
Build a virtual portfolio with 3 different assets and see if it can go to the moon.
Example: BTC / NVIDIA / GOLD
Buy-in time = Google Form submission time
Close time = Sep 18
🏆 1,000 USDT Prize Pool
All users with positive returns will be ranked and share the pool based on performance.
🎁 Bonus Giveaway
2 users who follow, quote repost, and comment will win 100 USDT each.
How to join:
1️⃣Follow @GoBull_AI
2️⃣Quote repost this post and add your portfolio in the quote:
I am participating in the GoBull — Portfolio To The Moon Race. My portfolio is:
BTC / NVIDIA / GOLD
@GoBull_AI
#GoBullMoonPortfolio
3️⃣Join our community and fill out the Google Form:
t.me/gobullofficial/31/16560
Pick your portfolio.
Let’s moon it. 🌕🚀
#GoBull #Trading #Crypto #Stocks #Portfolio
67
41
40
2,516