QEIFLover

Everyone should be the OPPOSITE of excited. These ipos mark the end of the supercycle. The past year has been the final private raise, and they’ve put on a glittery show for retail to squeeze as many stupid speculative dollars from them as they can. “Excited” to be exit liq?

Sooo… markets are hopeful and bidding because… the situation has gotten so tenuously destructive that someone’s just GOTTA duck out of this silly game of chicken so everything can go back to normal, right? The market seems to be composed of delirious fools (terrible harbinger)

Your counterparty, sir

Cost of WTI relative to total US money

Holy topblast

Things NOBODY has ever seen before: -anything like operation midnight hammer -a nuclear weapon like the one Iran was at the doorstep of making -levels of hurting like the levels of hurting done to Iran's airforce and missile programs Things FEW have ever seen before: -victories

Gonna be compiling a list of all the things we learn that nobody has ever seen before

$xom is up 43% against $spx so far this year

Trump MUST: -convince Iran he’s about to drop the global economy into the fire -convince investors that he would never dare to If he fails, sellers step in in force for a while. Charts signaled all of this 3/9.

Conflict to worsen + Most holders in denial/ coping/ propagandized = …

Y’all let them get away with this and now they’ve aimed their insider group chats at the biggest markets in the world and unabashedly slide leverage to the max

Emotions force everyone into permabull mindset b/c they can't stand to consider what they might have to lose otherwise. Not a critique, but must be kept top of mind at all times. There might not be a better time to take a sober look at the $spx $spy. The market is speaking loud

$gold - the plan lives in the price action. As the feed loses their head.

Feb 4, 2026 $btc

As we fell into channel on Feb 1, I pointed partners to what happened the previous 2 times this happened (9/19 and 5/22). (Sharp drop them chop for a year or so). Playing out affirmatively so far

$gold - bargain time aka the (smart and underallocated) are buying here

Saw $sofi was trending. Reminded me to check on my squiggle from dec when making case for eventual full exit

Can’t believe everyone still thinks AGI is around the corner via word predicting llms. I’m far from an expert, but my intuition says this is ludicrous. Might as well put what I’ve thought out there before others start talking about it: simulation engines, not prediction engines

Very spooky. Still expensive + Very spooky = ...

$spx Key fib broken; international derisk signal triggered. Have been annoying f&f for 6 months telling them they'd eventually be elated if they took $69XX to the bank. All that can save us is a speedy recovery of the 0.618