Ex-Chillguy Dev | Retired off $TRUMP and $CHILLGUY. Surreptitious Shitposter.

I'm retired
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Gojo Capital retweeted
Rhino reveals why traders get addicted to being contrarian “Retail does make a lot of money in the mid-to-late stages of a bull market. You can't just be contrarian because you find it attractive. People are addicted to being contrarian.” “It's a certain subtype of person, which is actually one of my least favorite types of traders to talk to. I feel like in trading, if you're 110-120 iq, which is slightly above average intellect, it's more in your interest to go to the left curve than the right curve, because the right curve is filled with people who are extremely, extremely intelligent.” “I think the people who enjoy being contrarian just have something against making money with the crowd. They also feel like, if they're shorting, it's a more fun win intellectually. It's just intellectual masturb*tion at the end of the day.”
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Half the attendees on the right killed themselves after 10/10 The only remaining attendees are the sugarbaby BD growth chicks who trade with $0 hence they didnt get liquidated at all
左图是2026 右图是2025
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Token2049 extremely negative EV compared to several years ago when i first joined Crypto as a yung plebian Everyones just shilling their project, trying to raise funds, or find a job Worst case you meet a North Korean hacker who phishes your entire NW after getting your tele id
A friend's Fomo wallet got emptied for $4m today Don't use conference wifi Don't scan a stranger's qr code Don't leave your belongings unattended Stay safe out there.
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Hyperscalers making new highs proves that the market doesnt care about yields. They suffer the most from rising financing costs, compared to semis with strong cash balances and limited borrowing needs. If yields truly mattered then your large caps should be nuking rn
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Give AlmaCap a follow if you wanna be rich by 2027
Memory bear bingo, as Meta's demand for Muse keeps climbing: "Is this your first memory cycle?" "Buy memory at a high P/E, sell at a low one" "China's about to flood the market" "These margins can't last"
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Wouldnt be surprised if memory topped on good earnings/beats and bottomed on recent "bad" earnings/misses
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Close enough $QQQ
Similar signals just flashed again
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This was 1 week early but still true
Every KOL bullposting their 7 fig PnL but no ones selling and taking profits yet Curious
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Similar signals just flashed again
Gen Z Foid who works at Goldman excitedly asked me "What stocks are we shorting?" last night Yeah i think we bottomed
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Gojo Capital retweeted
$1B or Bust
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Every KOL bullposting their 7 fig PnL but no ones selling and taking profits yet Curious
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Gen Z trench culture prob the worst thing ever in crypto ngl Mfs talk like autists, either flexing PnL or faking "I lost it all" posts
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Wasnt this already known? Dont even think Kimchi hit TRUMP tbh
KIMCHI NEVER MADE $40M OFF TRUMP JayG was the one who made $40M off trump and everyone claimed it was kimchi. Jayg made exactly $37.5M off Trump. the pictures below verify all his transactions onchain Kimchi prolly made around $5 -8M but not up to $40M larp. kimchi lore is all a larp and marketing stunt to boost the fomo app and get ppl on it. notice how it’s only fomo affiliate boosting the larp lore that’s why kimchi trades have never been proven onchain. here are jayg wallets verify onchain: 3QnBeoPMPB3H78WgJssep7rs3A8477LR2FhtwrnZoRie 4YSFTbxkT1ux77s9eZr87aZFEq66xU3wagUPoJqDkLNL
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Where did the Trump coin rumor originate from?
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Gojo Capital retweeted
Diligent Plane on why Micron is the cheapest stock growing the fastest "People think memory is done because it's a commodity. Is oil a commodity? Oil companies trade at a 14 or 15 PE. Why is Micron at a 5 forward PE? Their margins are so high people don't believe they can sustain them, but it's not easy to set up a memory fab. If it was that easy why hasn't Apple done it? Apple is begging for HBM and can't get their hands on it." "There's only 3 companies in the world that fabricate HBM, and 2 of them don't fabricate in America. Micron does. That differentiates them and gives them a premium. Is Micron the cheapest stock growing the fastest? As stupid as that sounds, that's what's going on."
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BTC is down 50% in the past year while Semis are up 10-20x and SP500 is up 30% I think semis have another 2x left, SP500 8500 in the next 6-12 months, BTC nukes 50% more minimum
You know you should have pivoted to stocks; but you're down horrendous and too far into the crypto bear market to rotate now
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Wen 8 fig port update? @strictrope
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Wouldnt be surprised if memory topped on good earnings/beats and bottomed on recent "bad" earnings/misses
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Is there a memecoin for this? 😂
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Your data is statistically wrongly calculated For instance, 1998 August to December is +25.3%, not +34.2%. Many more instances, recheck your numbers
Going back to 1986, here's what August through December looks like in every midterm year: • August: choppy, either a really bad month or a really good month. +4.2% median gain, but -1.0% average gain. • September: bad month. • October: +4.8% median, 80% win rate. This is the midterm rally. • November: +4.5% median, 70% win rate. The rally continues. • December: worst month typically with only a 40% win rate. Tax loss selling hits hard. The total Aug to Dec return is +7.9% median with a 60% win rate, which is a good sign. If this follows the historical playbook, expect chop through September, a strong October and November, then give some back in December.
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