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@TraderNoah "@mhdempsey My brain is broken because my first thought from the pubco fintech rally was "the reflexivity on this if their users were all long the equity in their fintech apps would be crazy""
@TraderNoah on X 2025-07-26 10:42:52 UTC 6291 followers, XX engagements

"low-medium conviction view: My bias is that SOL is skewed towards the downside through EOY. I think this has become somewhat consensus based on positioning and price but think the treasury vehicles have skewed r/r back to the downside after pushing price to $XXX. Proponents went from underdogs to punching down on other ecosystems while their market positioning has been weakening due to X. Inability to grow stablecoin share and non memecoin activity X. Hyperliquid's success on facilitating on-chain price discovery"
@TraderNoah on X 2025-07-25 12:02:10 UTC 6292 followers, 9211 engagements

"Crypto is just one version of the same trade over and over again yet the people left in the market generally haven't appreciated it. Instead they move on from the old trade forget about it then go through the same discovery process all over again. The trade very simply: X. New financial engineering structure comes to be X. It attracts enough capital to justify people copying it X. the strategy does well with an increasing participation until it fully saturates X. strategy stops performing whole strategy complex collapses The premise that someone can create a box put a dollar in the box and"
@TraderNoah on X 2025-07-16 00:05:28 UTC 6293 followers, 35.9K engagements

"I've seen tweets bragging about buying PUMP ICO when it was trading at $6bn and now see people claiming it was priced correctly bc price is at $4bn. Let's hold off on conclusions of fundamental market efficiency based on short-term price action"
@TraderNoah on X 2025-07-22 13:02:09 UTC 6288 followers, 1141 engagements

"Given treasury strategies holding the same underlying asset are direct substitutes for each other if they all trade at a material premium to nav a prisoner's dilemma forms. If they work together (illegal) to not crash the market with a ton of ATMs then they can slowly grow nav per share (11) If one starts to aggressively dump on market and this leads to compression of nav across the substitutes the substitutes lose vs. the one who sells aggressively (2-2) If everyone sells aggressively simultaneously then the nav premium across the complex collapses rapidly (-1-1)"
@TraderNoah on X 2025-07-25 18:56:54 UTC 6291 followers, 4975 engagements