GM gents, let’s take a look at a few ideas I shared since 2024.
Let’s start with my Long term bullish Silver post from June 2024:
Silver idea:
Pre-market update
Good morning gents, wanted to point out that if sizing for futures is too big it is viable to buy 40% delta calls one year out, and each time they are about toe expire roll to the next year and same delta strike, until the trend is over. We can finetune sizing and risk better with this for people with smaller accounts where the minimum risk of 1000oz o…
The monthly, quarterly and yearly trends are acting as expected overall, with a new monthly trend that flashed after the flash crash during April with tariff news. Calls sadly expired below break even due to the choppy nature of the advance but if you bought SLV 0.00%↑ shares, you gained 33% since.
Farming ops with stables since March 4th 2025:
Cash positions taken since then gained some good $ and also landed people following them multiple airdrops:
Airdrops obtained since then:
Resolv S1: claimed already (I claimed and staked my $RESOLV)
Ethena S3: claimed already (I claimed and got sENA)
Astherus S1: Claim link
Sonic: Claim link
Kamino S3: Claimed already. (I claimed and staked $KMNO)
Overall the airdrops represented an extra10-20% yield on the stables allocated in 5 months ($ENA went up by 50%+ since then at least).
Yield from the plays was also good since then and holding stables we dodged the worst of the crash into the April bottom (although underperforming buying the bottom in crypto ofc, if you do hold some % in cash at all times).
Corrections dodged:
If you followed this, you dodged the drop, we subsequently bot the bottom after a few days.
Called for a bottom at 51k or so then, low was 49k within the expected time window.
Conservative crypto portfolio suggestion
Today is a day where we need to take some hard decisions, given the risk of a larger correction since ETHUSD formed a weekly down trend signal.
Dodged the worst fall in Ethereum, then bot it way lower.
etc. etc.
Ripple buy
New week, new catalysts...
GN gents, keeping a close watch on Bitcoin and Stablecoin market caps here, we can see that Stablecoin growth hasn’t slowed down since the market topped in March, this likely precedes a bullish breakout and continuation in cryptocurrencies across the board next.
+430% since, can go to $4.42 or up to $9.27 from here still…
Finally, here’s the latest yield farming op we can implement in HyperEVM:
I’ve been pitching HyperEVM and Hyperliquid since April this year…
And shared some delta neutral ideas for 60/40 enjoyoooors too:
As well as a fundamental report I made, and a retrace buy opportunity that materialized recently:
Hyperliquid fundamental report
GN gents, I wanted to share a report I made about $HYPE fundamentals to help visualize the potential, outlook and risks from being invested and using the platform and L1 network.
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