Smileycapital

Hyperliquid is the only coin I'm comfortable holding right now

positioning update/thoughts;
people asking me if I'm bullish risk due to my AI longs;
NO.
I sold crypto spot today I talked about a ~month ago for +25% [HYPE, MORPHO, SKY]
I am ~90% flat, as I have been publicly since August
my perp positioning is skewed VERY bearish risk, expressing it mostly via CL longs, DXY longs [currency pairs] and hopefully soon I can short BTC & ETH directly as well
my smaller longs in AI sector are merely an imbalanced hedge against main positions - they're also a good bet in case of any de-escalation on the war front
institutional equity puts are at fairly high level

problem with this war is that USA is going to be stuck with oil trading at extreme premium
Trump assuring that this is somehow positive for them is a total LARP
Iran knows it and will press the wound
either temporary peace pact [keyword temporary] or they sending ground troops

regularly going to sleep at 10-11pm is a literal hack in a caffeine fueled sleep deprived society that thinks running on 5h of low quality sleep is somehow more productive

crypto latching onto USA government was not only everything Satoshi/OGs fought against, but also a way from them to politicize the industry - irony that rally has been entirely wiped with nothing palpable to show for
due to war, you will continue seeing the ugly side of this 'USA<>crypto' double-edged sword

home, safe.
fuck war.

got my bloodwork done
resolved my slower thyroid function in 12 months
reduced liver damage from all the substance abuse by roughly 50% in 12 months
no meds. no pills. basic/slightly advanced biohacking with careful diet
you dont need drugs to get healthy
you need a brain.

many things to say
not allowed
for now
gn

so yeah uhm havent been tweeting markets much mostly been shitposting I think thats the result of being super busy IRL whilst in a literal war zone, my way of coping
HTF view unchanged, bear mkt is not even close to over, class of 2022-2023 knows I will tweet bottom anyway
gl

if my mom saw me spending this amt of money every single day on lifestyle she would come back to life just to slap me