Theses & replies
i really liked what grail is doing but my concern with gspeed earlier was that its on base. i am much more comfy holding gjensen on robinhood and i think it will do well. risk reward here is clearly extremely asymmetric for a team that has been consistently shipping in quite a novel and unique space
look at all the updates long is rolling out, including pre-ipo equities. market is still massively lagging in terms of pricing in that information imo
im 70% sure that was it. laptop news is now a 'known' event, thus all activity on launch will now be frontrun and slowly priced into the market
i think the market is still underestimating the reflexivity of this meta. once valuations cross 1b and become a meaningful % of the underlying company’s valuations, we increasingly have 1) visibility and 2) power. the higher we go, the more they have to pay attention to us and they have a choice to either support us such that we are all economically aligned or fade us. i choose to be an optimist here.
i wonder which ecosystem people are going to pay attention to now…. no clearer trade in my mind
yea wow okay i was underestimating robinhood inflows, we are going so much higher
miniminnie
@Blitzrun
gamble wallet. perps, onchain stocks, stablecoins, sold by ai, get it through your head
- Trades
- 2.7K
- Swaps
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- Volume
- $7M
- Avg hold
- 10.2h
- Total PnL
- +$166.1K
Top closed
Updated 13h ago2.3K closed · top 5 by realized PnL
- $GAS closed Jan 17 · in $8.5K +$22.1K+261%
- $MUSHU closed Feb 17 · in $3K +$14.1K+474%
- $ORE closed Nov 7 · in $24.9K +$13.5K+54%
- Cets On Gold closed Aug 28 · in $30.6K +$10.1K+33%
- REPPO closed Dec 6 · in $14.8K +$9.2K+62%
Active holdings
Updated 14h ago$37.7K total · 57 tokens
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Value $29.6K 83.7K AIProfit +$22.9K+31%
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gJENSEN #2Value $5.9K 2M JENSENProfit +$5.5K+170%
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iNu #3Value $1.3K 159.5K INUProfit -$117-4.5%
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ASTEROID #4Value $1K 168.8K ASTEROIDProfit -$252-21%
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Value $2 0 SPCXBProfit —
Value at the latest price. PnL is realized + unrealized on the current position, and % is of the amount invested in it. "—" means fomo has no entry price, so PnL can't be worked out.
On fomofeed
- Theses
- 12
- Replies
- 0
- Tokens
- 2
- Avg position
- $26.2K
- Median PnL at post
- +81%
- Last thesis
- 20h ago
Chains
- 12
Fades on their calls
all →No fades on their calls yet.

