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@0xMerridew
"Does anyone have a pitch for an idea that doesn't have a chart that's a parabola right now"
X Link @0xMerridew 2025-10-02T13:08Z 4492 followers, 1994 engagements
"People keep trying to guess who I am so I'll tell you. I am Barack Obama"
X Link @0xMerridew 2025-10-13T20:06Z 4513 followers, 9190 engagements
"My funniest story of all time is how our Goldman private wealth management team in 2023 analyzed my Forever Portfolio and criticized it for having XXXX% in gold and no allocation to hedge funds or private equity"
X Link @0xMerridew 2025-10-13T14:52Z 4233 followers, 170.6K engagements
"@EffMktHype I really don't think we're returning to a world where access to gold matters particularly to be honest. Gold sort of made sense when the world wasn't fully connected because everyone accepted shiny rock as a money like thing"
X Link @0xMerridew 2025-10-15T02:27Z 4499 followers, XXX engagements
"Communism is the obvious end state of a nakedly corrupt plutocratic regime just as it has been for all of modern history. It's one thing to rob the peasants it's another to do it in their face and laugh at them"
X Link @0xMerridew 2025-10-16T01:59Z 4523 followers, 6812 engagements
"it's time to come clean my firm had several massive leveraged cross margined positions across several well known cryptocurrency exchanges my boss decided yesterday to liquidate a lot of our leveraged longs after hearing the trump tariff news to buy more cocaine for the traders"
X Link @0xMerridew 2025-10-11T14:48Z 4484 followers, 7764 engagements
"process which pins an asset to any particular value which we can more properly represent in relation to the numeraire which is usually US dollars (this is important lately in the context of monetary debasement and stock market behaviors). A bubble in a market is fundamentally"
X Link @0xMerridew 2025-09-27T17:36Z 4454 followers, XXX engagements
"Top XX stocks Korean "investors" bought this past month"
X Link @0xMerridew 2025-10-13T23:30Z 4523 followers, 47.9K engagements
"Because of that they get duped by grifters over and over and over again because anyone with a XXX IQ can make them fawn even if you're a lesbian trans otherkin It doesn't matter they don't care they're also extremely stupid"
X Link @0xMerridew 2025-10-13T16:27Z 4483 followers, 2518 engagements
"People don't understand that the minute all the shitco stocks blow up South Korea is going into a Great Depression"
X Link @0xMerridew 2025-10-13T15:36Z 4523 followers, 56.8K engagements
"The funniest stock I own in size LKNCY just broke out"
X Link @0xMerridew 2025-10-03T17:39Z 4429 followers, 1556 engagements
"not a reply guy but close enough"
X Link @0xMerridew 2025-10-12T15:16Z 4476 followers, 1115 engagements
"One critical point which explains XX% of the butthurt commentary on options on this site is the difference in PnL and strategy between a delta hedger & a non-delta hedger (many but not all takers). The former is a bet on realized vs implied vol. The second is a bet on breakevens"
X Link @0xMerridew 2025-10-12T01:19Z 4508 followers, 3063 engagements
"it's giving"
X Link @0xMerridew 2025-10-15T16:02Z 4523 followers, 5291 engagements
"Asking seriously - why is MAGA so gay-coded"
X Link @0xMerridew 2025-10-15T16:54Z 4523 followers, 4587 engagements
"When I was young my stupid things included aggressively posting on the Serebii Pokemon forums and trying to make a search engine for people with disabilities. I did not joke about gassing Jews and black people in a public group chat but maybe JD did"
X Link @0xMerridew 2025-10-15T19:18Z 4523 followers, 3186 engagements
"Covered about half of all my shorts. It's the top"
X Link @0xMerridew 2025-10-10T14:13Z 4490 followers, 51.8K engagements
"To expand on this as a tweet that escaped: After your first job no one asks your GPA. I don't remember much if any of the stuff I did in college. I do remember the time my friend climbed over a fence with a bottle of cheap vodka to try and steal it from a frat party though"
X Link @0xMerridew 2025-10-14T23:34Z 4523 followers, 8766 engagements
"With comparables it's not too bad tbh"
X Link @0xMerridew 2025-10-13T20:00Z 4492 followers, XXX engagements
"I'm so advanced at trading I've moved from blaming the market makers to the financiers to the Jews to finally the real reason for my troubles the Koreans That's called being an institutional investor"
X Link @0xMerridew 2025-10-14T18:11Z 4523 followers, 7885 engagements
"I'm so confused though tariff rates only fundamentally matter in the context of favoring exporters over importers. For high exporting countries it can be challenging but end of day it's a tax on the US's own citizens so the negotiation was entirely w the stock and bond market"
X Link @0xMerridew 2025-10-14T03:46Z 4508 followers, 6694 engagements
"What's your best trade idea right now"
X Link @0xMerridew 2025-09-08T15:44Z 4295 followers, 4105 engagements
"Gentle reminder there's a nuclear scam SPAC named Hadron (GIG) trading at $10.84"
X Link @0xMerridew 2025-10-13T15:09Z 4507 followers, 17.7K engagements
"the most important skill you can develop as a trader is figuring out who to blame for your losses you can start with market makers and then after years of trading work your way up to the Jews"
X Link @0xMerridew 2025-10-11T18:08Z 4523 followers, 67.5K engagements
"Obviously I just bought Cosmo Energy and ENEOS Holdings for my used cooking oil Japan portfolio lmfao"
X Link @0xMerridew 2025-10-15T00:01Z 4508 followers, 3159 engagements
"who the fuck is selling General Dynamics today if there's going to be a fucking war"
X Link @0xMerridew 2025-10-10T18:44Z 4483 followers, 1863 engagements
"I think this site is an echo chamber because the average Democrat voter has been so radicalized by this administration that the next Democratic candidate for president is going to win by promising Nuremberg trials for anyone in the Trump admin"
X Link @0xMerridew 2025-10-04T15:27Z 4285 followers, 2904 engagements
"Im actually long bitcoin futures and down a bit but also lmao I hate the hypocrisy between fintwit/crypto twist bulls and bears"
X Link @0xMerridew 2025-10-11T16:55Z 4489 followers, 3423 engagements
"@kiko2372 Yes we give them dollars and they give us worthless peso"
X Link @0xMerridew 2025-10-15T21:26Z 4523 followers, XXX engagements
"@kiko2372 Can Bessent currency swap me too I'll give him $XX billion in Lilybucks"
X Link @0xMerridew 2025-10-15T21:26Z 4523 followers, XXX engagements
"I need to buy Avolta stock I didn't know they just IPO'd like in May and they own all the duty frees and airport restaurants"
X Link @0xMerridew 2025-09-20T19:45Z 4489 followers, 3027 engagements
"If you look at VPC since it was founded the return of no reinvesting dividends is about XXX% per year and the return of reinvesting dividends ends up being around 5.5%. But that's started in 2020 which you know credit kind of imploded then"
X Link @0xMerridew 2025-10-13T19:59Z 4489 followers, 4288 engagements
"@IndraStocks @DarioCpx I mean. they do indirectly If Carvana originates the loans yes it won't directly hit the balance sheet but it'll freeze the market if there's catastrophic loan losses preventing future ABS sales"
X Link @0xMerridew 2025-10-14T19:15Z 4466 followers, XXX engagements
"we should democratize finance is the shibboleth I'm going to use to figure out if you stand up against the wall for the firing squad"
X Link @0xMerridew 2025-10-03T19:10Z 4516 followers, 4148 engagements
"This feels exactly like 1999 Im crying and got my choccy milk and am getting ready for my nap Just like 1999"
X Link @0xMerridew 2025-10-06T14:22Z 4154 followers, 4907 engagements
"she's right my now fiance made a dumb joke about Japan on Hinge when we met and my best friend told me I should stop talking to him (then) now we're getting married in April"
X Link @0xMerridew 2025-10-12T15:15Z 4474 followers, 11.7K engagements
"But the key is they're not bucket shops per se and pretty much no exchange is actively b-booking you (short of very shady ones). Hyperliquid sort of is by the HLP mechanism (but only as a last resort)"
X Link @0xMerridew 2025-10-12T23:14Z 4476 followers, 1603 engagements
"over the past year Korean "investors" bought these stocks"
X Link @0xMerridew 2025-10-13T23:34Z 4523 followers, 72.7K engagements
"Literally they account for 67B of buying flow themselves into Tesla the past year If Tesla ever goes bankrupt Kim Jong Un won't even have to nuke Seoul to take over"
X Link @0xMerridew 2025-10-13T23:35Z 4512 followers, 3118 engagements
"These inhuman shitstains defunded USAID ($34 billion) to give bailout money to Argentina ($40 billion). Literally killing people worldwide to fund a libertarian experiment in stupidity"
X Link @0xMerridew 2025-10-15T20:49Z 4523 followers, 20.4K engagements
"That's why people like Curtis Yarvin become their factotum Because the man with the XXX IQ leads in the land of the people with the XX IQs"
X Link @0xMerridew 2025-10-13T16:28Z 4476 followers, 2371 engagements
"So um REMX is trading XXXX overnight meaning an ETF of rare earth miners globally is up XX% in one day. Normal stuff"
X Link @0xMerridew 2025-10-14T02:42Z 4516 followers, 16.2K engagements
"@EffMktHype Like a thought experiment is there's no universe where everyone folds and decides South Africa is now the pre-eminent superpower"
X Link @0xMerridew 2025-10-15T02:28Z 4495 followers, XXX engagements
"13% yield seems enticing ngl"
X Link @0xMerridew 2025-10-13T17:55Z 4479 followers, 1797 engagements
"Bro they took my Bonk. They literally stole my Popcat. They liquidated my Pnut. They robbed me of my Useless"
X Link @0xMerridew 2025-10-11T19:47Z 4488 followers, 8566 engagements
"No do one better. Take the money your kids are giving to you for rent and discreetly invest it in highly leveraged meme coin trades. If you win you and them are rich now. If you lose it's their money and they deserve it for being fucking freeloaders"
X Link @0xMerridew 2025-10-12T00:37Z 4463 followers, 3266 engagements
"Every company listed in these comments is going bankrupt within five years"
X Link @0xMerridew 2025-10-15T02:32Z 4523 followers, 103.6K engagements
"Unlike most e-girls I can now confidently say you guys follow me not for my shitty looks but my shitty takes"
X Link @0xMerridew 2025-10-14T14:04Z 4512 followers, 5599 engagements
"Everything from the foot soldiers to President Trump building a ballroom and queening out to Cats the Musical is literally so New York art gay coded"
X Link @0xMerridew 2025-10-15T16:55Z 4523 followers, 1345 engagements
"Date idea: you give me your social security number and mother's maiden name"
X Link @0xMerridew 2025-10-14T17:58Z 4512 followers, 1478 engagements
"To clarify a much maligned term when we talk about market efficiency we generally mean a market that satisfies the law of one price rather than a "true" fair value. There are some markets with pretty easily calculable fair values but more broadly there's no "efficiency""
X Link @0xMerridew 2025-09-27T17:36Z 4454 followers, XXX engagements
"Thats nothing I studied under the Dalai Lama and learned how to astrally project myself into the Akashic Records and use the unique insights to provide actionable analytics and dashboards to my customers"
X Link @0xMerridew 2025-10-11T19:38Z 4495 followers, 4173 engagements
"I think generating XXX% on a marked to market credit vehicle in the biggest bond bear market in recorded history is actually pretty solid"
X Link @0xMerridew 2025-10-13T20:01Z 4479 followers, 2042 engagements
"Whats your best trade idea right now"
X Link @0xMerridew 2025-09-16T15:34Z 4492 followers, 2640 engagements
"name is Ponzi Trader is surprised when a ponzi scheme ponzi schemes"
X Link @0xMerridew 2025-10-12T21:53Z 4476 followers, 7439 engagements
"This is why HLP recorded a significant gain (because it bought the coins when they crashed "absorbing" a temporary loss) and I'm sure Binance and other centralized exchanges have similar"
X Link @0xMerridew 2025-10-12T23:13Z 4466 followers, 1640 engagements
"One thing I don't get is all of you waste so much oxygen and brain power arguing why moves should happen instead of just repositioning daily for the moves that are actually happening right now"
X Link @0xMerridew 2025-10-15T18:34Z 4523 followers, 3845 engagements
"Everything is so stupid You all are so stupid"
X Link @0xMerridew 2025-10-15T14:02Z 4523 followers, 5427 engagements
"@EffMktHype Now we have jets and ICBMs that can cross the world in hours or minutes. I'm pretty sure might will continue to make right or we'll agree on something else where might continues to hold the right"
X Link @0xMerridew 2025-10-15T02:27Z 4510 followers, XXX engagements
"I am going to try again the hero short on gold To be candid we're in uncharted territory YTD and most of my logic is just mean reversion"
X Link @0xMerridew 2025-10-15T13:16Z 4523 followers, 11.6K engagements
"Pizza the Hutt out here being racist and homophobic while looking like a fat Minecraft character"
X Link @0xMerridew 2025-10-15T16:03Z 4522 followers, XXX engagements
"@JARCareerSwitch I don't get why that means they have to coopt New York gay scene"
X Link @0xMerridew 2025-10-15T19:42Z 4522 followers, XXX engagements
"Sure in some ways I did but success is never a guarantee. Even when you have it you can easily lose it. You only have one life to live make it as fun as you can"
X Link @0xMerridew 2025-10-14T23:40Z 4508 followers, 3921 engagements
"So in this case longs imploded due to the price drop MMs got rinsed and pulled all liquidity so there was insufficient resting liquidity in order to rebalance the markets so the exchanges caused ADL on the short side and absorbed some excess loss in their insurance funds"
X Link @0xMerridew 2025-10-12T23:13Z 4316 followers, XXX engagements
"Like you are going short stocks You are betting on the relative value of stocks versus US dollars Hello"
X Link @0xMerridew 2025-10-14T02:39Z 4479 followers, 2428 engagements
"me shorting anything"
X Link @0xMerridew 2025-10-09T15:19Z 4454 followers, 4556 engagements
"PZZA is up because they're going to use the papa john's pizzas to make used cooking oil"
X Link @0xMerridew 2025-10-14T21:21Z 4522 followers, 2109 engagements
"Trump personally has X billion dollars worth of bitcoin. Why the fuck do you want to short it"
X Link @0xMerridew 2025-10-13T15:02Z 4516 followers, 5864 engagements
"@IndraStocks @DarioCpx Like end of day someone is holding the risk on these subprime loans and if they exceed acceptable loss limits they won't be buying further meaning Carvana either internalizes the risk or stops lending"
X Link @0xMerridew 2025-10-14T19:17Z 4464 followers, XXX engagements
"American rare earth memes: +600% German rare earth memes: +40% Man what a life"
X Link @0xMerridew 2025-10-12T01:13Z 4472 followers, 1090 engagements
"I covered my whole USAR short. The pain was too much"
X Link @0xMerridew 2025-10-09T15:47Z 4316 followers, 2151 engagements
"Good article and thoughts. A few places I fundamentally disagree: - Electoral democracy in the US is our weakness: the pain threshold for destabilization in the US is far lower than in other places economically and the 2027-2028 window assuming we're not fully autocratized"
X Link @0xMerridew 2025-10-14T13:13Z 4522 followers, 18.1K engagements
"If I went back to being XX I'd focus less on learning and more on drinking and sex to be honest"
X Link @0xMerridew 2025-10-13T22:21Z 4522 followers, 74.2K engagements
"Imagine Luckin Coffee is real"
X Link @0xMerridew 2025-10-03T17:39Z 4428 followers, 1033 engagements
"This is also quite obviously why long SPX calls always seem too cheap - because the market goes up But that's only true if you're not delta hedging. A good thought experiment is the price of a call on SPX if you knew it would trade 7500 next year"
X Link @0xMerridew 2025-10-12T01:23Z 4471 followers, 1995 engagements
"German equity investors must be so fucking sad even their meme stocks barely rise properly"
X Link @0xMerridew 2025-10-12T01:12Z 4464 followers, 2039 engagements
"Is XX million really enough to retire on"
X Link @0xMerridew 2025-10-12T15:09Z 4522 followers, 167.3K engagements
"@notUSN_Capt That's literally the portfolio you called a load of bullshit"
X Link @0xMerridew 2025-10-14T02:32Z 4505 followers, XXX engagements
"The worst part about Trump is I have to pay attention to what the orange retard says constantly because it's my job"
X Link @0xMerridew 2025-10-14T18:40Z 4523 followers, 18.1K engagements
"Okay the whole market looks like trash. What's your best trade"
X Link @0xMerridew 2025-10-06T21:34Z 4515 followers, 7466 engagements