# ![@ConvexDispatch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1449317994757300224.png) @ConvexDispatch Cassian

Cassian posts on X about $bmnr, $btc, $eth, $mstr the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1449317994757300224/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1449317994757300224/c:line/m:interactions.svg)

- [--] Week [-------] -7.80%
- [--] Month [---------] +23%
- [--] Months [---------] +6,975,788%

### Mentions: [--] [#](/creator/twitter::1449317994757300224/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1449317994757300224/c:line/m:posts_active.svg)

- [--] Week [--] -27%
- [--] Month [---] +15%
- [--] Months [---] +46,200%

### Followers: [-----] [#](/creator/twitter::1449317994757300224/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1449317994757300224/c:line/m:followers.svg)

- [--] Week [-----] +5.10%
- [--] Month [-----] +107%
- [--] Months [-----] +3,299%

### CreatorRank: [-------] [#](/creator/twitter::1449317994757300224/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1449317994757300224/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #6316 [finance](/list/finance)  48.51% [cryptocurrencies](/list/cryptocurrencies)  #5217 [travel destinations](/list/travel-destinations)  5.94% [technology brands](/list/technology-brands)  3.96% [fashion brands](/list/fashion-brands)  2.97% [luxury brands](/list/luxury-brands)  2.97% [countries](/list/countries)  2.97% [automotive brands](/list/automotive-brands)  1.98% [exchanges](/list/exchanges)  1.98%

**Social topic influence**
[$bmnr](/topic/$bmnr) #17, [$btc](/topic/$btc) #425, [$eth](/topic/$eth) #186, [$mstr](/topic/$mstr) #48, [crypto](/topic/crypto) 18.81%, [bitcoin](/topic/bitcoin) #2241, [if you](/topic/if-you) 12.87%, [gold](/topic/gold) 10.89%, [$htz](/topic/$htz) #14, [$asst](/topic/$asst) #20

**Top accounts mentioned or mentioned by**
[@fundstrat](/creator/undefined) [@badie912](/creator/undefined) [@sweatykodi](/creator/undefined) [@mikealfred](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@billackman](/creator/undefined) [@saylor](/creator/undefined) [@0xgregoriolll](/creator/undefined) [@hanakamatsu](/creator/undefined) [@acceler8future](/creator/undefined) [@fifteencagr](/creator/undefined) [@pierr36676906](/creator/undefined) [@pershingsquare](/creator/undefined) [@commonsenseplay](/creator/undefined) [@thundergun257](/creator/undefined) [@wyckoffoncrypto](/creator/undefined) [@cheffreshmeal](/creator/undefined) [@moninvestor](/creator/undefined) [@mvcinvesting](/creator/undefined)

**Top assets mentioned**
[BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Strategy (MSTR)](/topic/$mstr) [Hertz Network (HTZ)](/topic/$htz) [Asset Entities Inc. (ASST)](/topic/$asst) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz) [Iris Energy Limited (IREN)](/topic/$iren) [SPDR GOLD ETF (GLD)](/topic/$gld) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [TeraWulf Inc. (WULF)](/topic/$wulf) [CoreWeave, Inc (CRWV)](/topic/$crwv) [MP Materials Corp. (MP)](/topic/$mp) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Sandisk Corporation (SNDK)](/topic/$sndk) [ELYSIA (EL)](/topic/$el) [Nike Inc (NKE)](/topic/$nke) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🩸 Look at this. I smell a bit of blood in the water. Yesterday we discussed $HTZ as a potential infrastructure play for the robo taxi and robotics cycle and the next $IREN of this space Today the stock is up [--] percent. That move itself doesnt matter. What does matter is that it feels like shorts are starting to realize this narrative can turn quickly once retail begins to focus on it. This is where activist retail investors can actually matter. Not to hype. Not to pump. But to accelerate the market toward an answer. Send a clear signal to management and reduce the amount of shorts"  
[X Link](https://x.com/ConvexDispatch/status/2003124362354757721)  2025-12-22T15:23Z [----] followers, [----] engagements


"Happy New Year Everyone Over the past two weeks this account picked up far more followers than I expected. Many of you came in through discussions around Hertz $HTZ Nike earnings $NKE and some clarifications around crypto treasury strategies $BMNR. Appreciate the engagement and the quality of the debate so far. I post here to research investment ideas in public pressure test my thinking and focus on fundamentals risk and asymmetric outcomes rather than short term noise. Based on the results of the latest poll Im working on a deep dive into China and Chinese tech. Its a large topic so itll be"  
[X Link](https://x.com/ConvexDispatch/status/2006753147713130637)  2026-01-01T15:43Z [----] followers, [---] engagements


"They are already yellow:) just need to add $HTZ logo ;) Hot take: $HTZ might be the $IREN / $CIFR / $WULF / $CRWV / $NBIS of robotaxis and robotics. In the AI cycle yes there are a lot of winners. But some of the biggest winners ended up being the unsexy infrastructure layer. Data-center operators that the market used to call just miners became critical once GPUs became the bottleneck. Names like $IREN $CIFR $WULF $CRWV $NBIS went from despised to essential. And heres the part people forget: a lot of the early bulls werent even calling AI supercycle at first. They were calling valuation +"  
[X Link](https://x.com/ConvexDispatch/status/2007177435834368028)  2026-01-02T19:49Z [----] followers, [---] engagements


"#CES2026 yesterday: Jensen Huang previewed a fully autonomous Mercedes running on $NVDA stack. AI gets the spotlight. But autonomy needs a physical backbone. Fleet ownership. Financing. Ops. $HTZ is the next $IREN $NBIS of AVs. More on my free Substack https://convexdispatch.substack.com/p/hertz-owns-the-hard-part-asset-management https://convexdispatch.substack.com/p/hertz-owns-the-hard-part-asset-management"  
[X Link](https://x.com/ConvexDispatch/status/2008573618998157326)  2026-01-06T16:17Z [----] followers, [---] engagements


"$LVMH reports earnings tomorrow. Take a look at the brands under its roof. Are you surprised by any of them Or are some of these just part of your daily life without you even realizing LVMH isnt just Louis Vuitton its an undervalued luxury empire"  
[X Link](https://x.com/ConvexDispatch/status/2015888067538624847)  2026-01-26T20:42Z [----] followers, [----] engagements


"What if you could buy a luxury ETF One that holds Louis Vuitton Dior Tiffany Bulgari Sephora Dom Prignon Fendi and more all in one ticker. What if it was family-run throwing off 11B+ in free cash flow actively reallocating talent and capital and trading like its structurally ex-growth Thats not a hypothetical. Thats $LVMH. And I think it might be the cleanest high-conviction LEAPS setup in the market right now. I just dropped a full deep dive thesis numbers comps and how Im playing it with a ladder of calls (500800). https://t.co/Q2ksOsZkFm https://t.co/Q2ksOsZkFm"  
[X Link](https://x.com/ConvexDispatch/status/2016223670138486859)  2026-01-27T18:55Z [----] followers, [---] engagements


"Quick update: Ive closed my gold trade. Entered long calls on Dec [--] with a $5000 target. Gold pushed to $5.3k and the trade delivered 6x $10k $68k on GLD plus profits on GDX. Why close After three consecutive 23% expansion days riskreward flipped. With Feb expiry approaching even a small pullback could erase a large chunk of gains. Add FOMC volatility and prudence wins. Still bullish on gold just tactically patient now. Plan: Re-enter small OTM calls on a 23% pullback (delta reset) Size up near $5k or the $4.754.8k breakout zone Go longer-dated if momentum resumes Happy with this one"  
[X Link](https://x.com/ConvexDispatch/status/2016591389874668018)  2026-01-28T19:17Z [----] followers, [----] engagements


"If youre a $BTC $ETH $MSTR $BMNR $ASST holder you should read this. I wont sugarcoat it. It really sucks to be writing a message like this again especially after doing the same last week and the week before. Crypto has been getting hit hard. Again. Markets hit new highs. Gold rips and round-trips billions in market cap in a single day. Equities bounce. And crypto keeps bleeding. Bitcoin and Ethereum are down. Altcoins are worse. Treasury companies are hit even harder. To be blunt its emotionally exhausting. And thats exactly why investing in crypto is so difficult. Not because the thesis is"  
[X Link](https://x.com/ConvexDispatch/status/2016963666986299575)  2026-01-29T19:56Z [----] followers, 42.8K engagements


"https://x.com/i/spaces/1jMJgRmAPMWGL https://x.com/i/spaces/1jMJgRmAPMWGL"  
[X Link](https://x.com/ConvexDispatch/status/2016968841130029160)  2026-01-29T20:16Z [----] followers, [----] engagements


"New spaces link :) https://t.co/oGpiYhGK9x https://t.co/oGpiYhGK9x"  
[X Link](https://x.com/ConvexDispatch/status/2016969183657972174)  2026-01-29T20:18Z [----] followers, [----] engagements


"Sorry this one is taken😂 $BMNR is Berkshire of modern century @fundstrat we need to make this term a thing A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen it would also bring us one step closer to having one equity A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen it would"  
[X Link](https://x.com/ConvexDispatch/status/2017012954189730269)  2026-01-29T23:12Z [----] followers, [----] engagements


"Quick heads up were doing another X Spaces soon. Well chat macro Mag [--] earnings markets crypto and how were thinking about asymmetric bets right now. Lets make sense of recent tape together https://x.com/i/spaces/1gqGvrQZRPWGB https://x.com/i/spaces/1gqGvrQZRPWGB"  
[X Link](https://x.com/ConvexDispatch/status/2017024451573940631)  2026-01-29T23:57Z [----] followers, 10.3K engagements


"Hope you didnt rush 🙄 Closed my [--] day call right around peak. Posting my $GLD and $GDX gameplan later today. All the crypto expensive lessons are paying off now with precious metals finally 😅 Quick teaser: dont rush to buy the dip on gold Closed my [--] day call right around peak. Posting my $GLD and $GDX gameplan later today. All the crypto expensive lessons are paying off now with precious metals finally 😅 Quick teaser: dont rush to buy the dip on gold"  
[X Link](https://x.com/ConvexDispatch/status/2017289818909089914)  2026-01-30T17:32Z [----] followers, [----] engagements


"I just added 100k in $GLD spot And unless the world suddenly decides to sing Kumbaya in perfect harmony Im staying long. I exited my previous gold position for roughly a 6x return after a very strong run. That was a short-term options trade and it played out almost exactly as planned. Today after a violent pullback and what I view as a capitulatory move I re-entered. This time I did not use options. Volatility is elevated and the tape got extremely fast so I went long spot instead. I bought roughly $100k worth of gold (via GLD) near the bottom of this pullback. Zooming out: gold has been in a"  
[X Link](https://x.com/ConvexDispatch/status/2017321406422262009)  2026-01-30T19:37Z [----] followers, [----] engagements


"Hold on to you $BTC $ETH $BMNR $MSTR seats ladies and gentlemen We are entering the northern sea territory Lets hope we get to [---] day EMA quick From there we resume our journey up If youre a $BTC $ETH $MSTR $BMNR $ASST holder you should read this. I wont sugarcoat it. It really sucks to be writing a message like this again especially after doing the same last week and the week before. Crypto has been getting hit hard. Again. Markets hit new https://t.co/5jaDZp3PGE If youre a $BTC $ETH $MSTR $BMNR $ASST holder you should read this. I wont sugarcoat it. It really sucks to be writing a message"  
[X Link](https://x.com/ConvexDispatch/status/2017657689623474259)  2026-01-31T17:54Z [----] followers, [----] engagements


"If youre holding $BTC $ETH $MSTR $BMNR $ASST and starting to panic dont. Were getting close to capitulation. Bitcoin valuation check We are still in no mans land but much closer to the zone where markets usually break and then reverse. Key levels Avg ETF cost basis excluding Grayscale: $72450 On-chain realized price: $5657k MVRV Z-Score: [----] What MVRV Z-Score means It measures how far Bitcoins market value is from its realized value (the average on-chain cost basis). High Z-Score = euphoria tops Near zero = stress capitulation long-term opportunity At [----] were not euphoric and were drifting"  
[X Link](https://x.com/ConvexDispatch/status/2017676792728064085)  2026-01-31T19:10Z [----] followers, [----] engagements


"Repeat after me: The ATH is coming. Leverage is how you miss it $MSTR $BMNR $ASST $BTC $ETH"  
[X Link](https://x.com/ConvexDispatch/status/2017679386288308426)  2026-01-31T19:20Z [----] followers, [----] engagements


"A lot of nonsense flying around about MicroStrategy and forced $BTC selling. Dont fall for it. Facts: MSTR explicitly raised [--] months of cash reserves for this exact scenario That cash is earmarked to cover dividends and obligations There is no requirement to sell Bitcoin at these levels The forced sell at $77.6k narrative is pure rumor This was planned for. This is why the cash buffer exists. @saylor does not need to sell BTC now https://twitter.com/i/web/status/2017685502187471270 https://twitter.com/i/web/status/2017685502187471270"  
[X Link](https://x.com/ConvexDispatch/status/2017685502187471270)  2026-01-31T19:44Z [----] followers, [----] engagements


"I honestly dont get why crypto moonboys and metal bugs spend so much time fighting each other. At the core its the same idea: debasement risk + sovereign risk + scarcity higher prices over time. No gold bug has ever convincingly explained to me what fair value for gold even means given that annual jewelry + industrial demand is only $200B. And the same question applies to Bitcoin. Both assets are monetary hedges not discounted cash flow machines. What bothers me is how both camps mock each other instead of exchanging lessons. For me gold and Bitcoin behave incredibly similarly across cycles:"  
[X Link](https://x.com/ConvexDispatch/status/2018035279123124618)  2026-02-01T18:54Z [----] followers, [----] engagements


"For context on the Truflation / deflation discussion: FYI Ive been sitting on TLT LEAPS since October. Vol on TLT is still very cheap long-dated calls are attractively priced and positioning remains heavily skewed against duration. This is a liquidity / recession hedge not a rate prediction. Historically when growth breaks and liquidity tightens long duration reprices fast: 2008: TLT +3035% in months [------] (Euro crisis / US downgrade): +2530% 2020: +40% peak-to-trough in weeks It works because in stress regimes: leverage unwinds credit tightens growth collapses faster than inflation capital"  
[X Link](https://x.com/ConvexDispatch/status/2018045621739847745)  2026-02-01T19:35Z [----] followers, [----] engagements


"Rare earth stocks up 10-20% pre market on the news Bloomberg: Trump to launch a $12B critical mineral stockpile to reduce US reliance on China. If you are $MP $USAR $UAMY $METC investor read on This is exactly the kind of confirmation Ive been waiting for. Pre market the whole space is waking up. A lot of the critical https://t.co/PbvWwZHAk7 Bloomberg: Trump to launch a $12B critical mineral stockpile to reduce US reliance on China. If you are $MP $USAR $UAMY $METC investor read on This is exactly the kind of confirmation Ive been waiting for. Pre market the whole space is waking up. A lot of"  
[X Link](https://x.com/ConvexDispatch/status/2018332436648640741)  2026-02-02T14:35Z [----] followers, [----] engagements


"@Geiger_Capital Yesss 120k"  
[X Link](https://x.com/ConvexDispatch/status/2018689853458694225)  2026-02-03T14:15Z [----] followers, [---] engagements


"Im working on a longer article about the current crypto setup but I wanted to share a high-level take now using one chart that really matters. If you are a $BTC $ETH $BMNR $MSTR or $ASST investor read on This is Bitcoins realized price. Right now it sits around $56k. That means $56k is the average price at which *all existing coins last moved on-chain*. In other words its the average cost basis of the entire network including OGs. Historically Bitcoin does not spend much time below realized price. And the reason is simple. When price drops meaningfully below realized price: The average holder"  
[X Link](https://x.com/ConvexDispatch/status/2018770217854501015)  2026-02-03T19:35Z [----] followers, [----] engagements


"Critical minerals ministerial just kicked off and JD Vance is up now giving opening speech Ill make sure to debrief once stream finish. Stay tuned $USAR $UAMY $MP $MERC"  
[X Link](https://x.com/ConvexDispatch/status/2019050360657084689)  2026-02-04T14:08Z [----] followers, [---] engagements


"Just closed my $GLD trade for 5k profit. Looking at the market now I think we need some time to repair after violent flush. I think we take 2-3 weeks to stabilise here. I'll let know when I reenter. So far Gold has saved my YTD PnL. Realised from gold trades this year is 90k. I just added 100k in $GLD spot And unless the world suddenly decides to sing Kumbaya in perfect harmony Im staying long. I exited my previous gold position for roughly a 6x return after a very strong run. That was a short-term options trade and it played out almost exactly https://t.co/yxD8e4FjWs I just added 100k in"  
[X Link](https://x.com/ConvexDispatch/status/2019091108043890728)  2026-02-04T16:50Z [----] followers, [----] engagements


"One thing that really stands out right now: crypto markets are extremely shallow. If youre a $BTC $ETH $MSTR or $BMNR investor read on. Order book depth within 2% of spot for BTC and ETH is thin by historical standards. It only takes a $260 million of net flow to move prices 2% both up and down. That explains why price action feels fragile and emotional. Small sellers can push markets down hard. But the same lack of depth means small buyers can push them up just as fast. This is exactly why we should expect high short-term volatility here. And why trying to trade every move is so hard. But"  
[X Link](https://x.com/ConvexDispatch/status/2019103149412479179)  2026-02-04T17:37Z [----] followers, 89.2K engagements


"@WilliamMo1 @fundstrat They have quite some cash on hand. Maybe thats the opportunity"  
[X Link](https://x.com/ConvexDispatch/status/2019108803258748930)  2026-02-04T18:00Z [----] followers, [----] engagements


"Something important is happening across markets right now and I think its worth zooming out. High-beta retail-heavy equities are getting hit hard: $RKLB $ASTS $PLTR $HOOD $FLNC $ONDS quantum names like $IONQ and $RGTI many down 1030% in a single session. Basically anywhere retail has been crowded. Crypto is clearly under pressure too. $BTC $ETH and treasury-style names like $MSTR and $BMNR have been selling off for months now. That pain is real and shouldnt be minimized. What caught my attention though is where we are in the process. This pattern isnt new. Crypto has a habit of front-running"  
[X Link](https://x.com/ConvexDispatch/status/2019187642789740939)  2026-02-04T23:13Z [----] followers, [----] engagements


"I think thats a fair question and I get where its coming from. Price action has been frustrating especially given how much real-world adoption were actually seeing. Where I differ is on the idea that crypto had its chance. Most transformative assets dont prove themselves by going straight up once adoption begins. They go through long periods where fundamentals improve while price does nothing or even moves the other way. Gold did that for decades. Tech stocks did that after the dot-com bust. What matters to me is not whether price immediately responds to adoption but whether adoption"  
[X Link](https://x.com/ConvexDispatch/status/2019321899063419020)  2026-02-05T08:07Z [----] followers, [--] engagements


"Following up on yesterdays $BTC/ $ETH $BMNR post. As Bitcoin starts to stabilize Im increasingly focused on rotation risk. High-beta momentum-driven equities have become crowded and are showing early signs of distribution while vol has started to wake up. I dont have a strong fundamental view on $SNDK but technically its extended after a parabolic run: momentum is rolling RSI has cooled from extremes and price is slipping below short-term trend support. On the derivatives side dealer gamma flips below [---] with thinner support lower down. If price continues to leak dealers are more likely to"  
[X Link](https://x.com/ConvexDispatch/status/2019361412582199325)  2026-02-05T10:44Z [----] followers, [----] engagements


"Dont miss out on Spaces today We will discuss macro regime and our individual game plans for $BMNR $MSTR $ETH $BTC and more Quick heads up were doing another X Spaces soon. Well chat macro Mag [--] earnings markets crypto and how were thinking about asymmetric bets right now. Lets make sense of recent tape together https://t.co/7EGBR3Gq3C Quick heads up were doing another X Spaces soon. Well chat macro Mag [--] earnings markets crypto and how were thinking about asymmetric bets right now. Lets make sense of recent tape together https://t.co/7EGBR3Gq3C"  
[X Link](https://x.com/ConvexDispatch/status/2019375166367662383)  2026-02-05T11:38Z [----] followers, [----] engagements


"A wise man does at the beginning what a fool does at the end. $BMNR $ETH $BTC $MSTR bottom is closer than you think Retail crowded trades like $ASTS $RKLB $SNDK $ONDS are going to follow crypto since Oct"  
[X Link](https://x.com/ConvexDispatch/status/2019386573729738787)  2026-02-05T12:24Z [----] followers, [----] engagements


"Adding some $BMNR calls here on drop for a swing trade on top of my big equity position. Need to raise more cash to buy more $BMNR"  
[X Link](https://x.com/ConvexDispatch/status/2019429071047033191)  2026-02-05T15:13Z [----] followers, [----] engagements


"If you are $MSTR $BMNR $ETH $BTC investor this spaces are for you Starting in [--] hours Quick heads up were doing another X Spaces soon. Well chat macro Mag [--] earnings markets crypto and how were thinking about asymmetric bets right now. Lets make sense of recent tape together https://t.co/7EGBR3Gq3C Quick heads up were doing another X Spaces soon. Well chat macro Mag [--] earnings markets crypto and how were thinking about asymmetric bets right now. Lets make sense of recent tape together https://t.co/7EGBR3Gq3C"  
[X Link](https://x.com/ConvexDispatch/status/2019486432788648179)  2026-02-05T19:01Z [----] followers, [----] engagements


"My Korean uncle @fundstrat and @saylor are on fire today"  
[X Link](https://x.com/ConvexDispatch/status/2019827118306423135)  2026-02-06T17:34Z [----] followers, [----] engagements


"If you dont know why $MSTR is pumping +20% today check my post earnings deep dive https://t.co/CfhNkMf1d2 https://t.co/CfhNkMf1d2"  
[X Link](https://x.com/ConvexDispatch/status/2019827457558446317)  2026-02-06T17:36Z [----] followers, 10.9K engagements


"@Badie912 @fundstrat @saylor STRC is a mega cool product I think Or also STRD a mix of equity and fixed income"  
[X Link](https://x.com/ConvexDispatch/status/2019918371584680367)  2026-02-06T23:37Z [----] followers, [--] engagements


"Work culture check ☕ Sat down at the coffee shop in Zurich I always go to. Took out my laptop. Immediately informed its a laptop-free weekend. Reason given: laptops stress other people. This in the country that literally invented time management. You really cant win in Europe.🤦 Anyway. Gotta get stuff done from my phone now. now all those foldables make perfect sense Deep dive on last weeks crypto crypto crash is coming. Undercover from my phone ;) https://twitter.com/i/web/status/2020110642661716199 https://twitter.com/i/web/status/2020110642661716199"  
[X Link](https://x.com/ConvexDispatch/status/2020110642661716199)  2026-02-07T12:21Z [----] followers, [----] engagements


"@0xgregoriolll But why We have amazing archeological sights 😂"  
[X Link](https://x.com/ConvexDispatch/status/2020111080639332471)  2026-02-07T12:23Z [----] followers, [--] engagements


"Looking for a discreet laptop cover like this. Does anyone know where can I find one Laptop free weekends and all that. Blending in. Work culture check ☕ Sat down at the coffee shop in Zurich I always go to. Took out my laptop. Immediately informed its a laptop-free weekend. Reason given: laptops stress other people. This in the country that literally invented time management. You really cant win in https://t.co/oLTBTwe4R8 Work culture check ☕ Sat down at the coffee shop in Zurich I always go to. Took out my laptop. Immediately informed its a laptop-free weekend. Reason given: laptops stress"  
[X Link](https://x.com/ConvexDispatch/status/2020116809936973943)  2026-02-07T12:45Z [----] followers, [---] engagements


"Ok time to end Dry January I think I am hallucinating from lack of alcohol 😵💫 What the actual fuck happening with ETH on Binance Algo broken Also volume is insane https://t.co/43jEzPFDuO What the actual fuck happening with ETH on Binance Algo broken Also volume is insane https://t.co/43jEzPFDuO"  
[X Link](https://x.com/ConvexDispatch/status/2020196830106017893)  2026-02-07T18:03Z [----] followers, [----] engagements


"Why the February [----] Crypto Panic isnt breaking crypto its forging it antifragile. 🛡 Most think markets are fragile or stable. But there's a third: antifragile. Fragile: Breaks under stress. Stable: Resists stress. Antifragile: Improves from stress. What did February's panic do Flushed $1B+ in excess leverage Exposed weak liquidity Forced risk managers to adapt Stress-tested infrastructure live None of that broke $BTC $ETH $MSTR $BMNR. It shatters bad assumptions around them. I've seen this before [----] Luna crash hurt but built foundations. Honest question: What would crypto look like"  
[X Link](https://x.com/ConvexDispatch/status/2020223142644400375)  2026-02-07T19:48Z [----] followers, [----] engagements


"@Thundergun257 Thank you Sir I had to do 70% in my car 😂 I live like [--] min drive from Zurich so not to loose inspiration to write had to do it in my car 😂"  
[X Link](https://x.com/ConvexDispatch/status/2020472551227396440)  2026-02-08T12:19Z [----] followers, [---] engagements


"Hey so today is Sunday and after such an intense week in markets last week I just want to step away from charts for a second. I want to talk about something I havent really talked about here before movies. I genuinely love cinema. I think its a very delicate form of art and when its done right it can stay with you for a very long time. Yesterday a movie I watched a while ago suddenly came back to my mind and I felt like sharing it. Its one of those films that pops up once in a while not loudly but quietly and you realize it left a mark. The movie is Perfect Days. This is definitely not a"  
[X Link](https://x.com/ConvexDispatch/status/2020501881806549353)  2026-02-08T14:16Z [----] followers, [---] engagements


"@SweatyKodi As $BMNR investor you need to eat well 😂😂😂 to cope with all the volatility there must be some saying like: Hunger makes weak hands"  
[X Link](https://x.com/ConvexDispatch/status/2020552176406315182)  2026-02-08T17:35Z [----] followers, [---] engagements


"Every time shady money comes up $BTC somehow gets blamed. But if you look at how people have actually moved opaque money historically its almost never through public blockchains. Its in-game currencies shell companies prepaid cards art collectibles offshore structures private IOUs. World of Warcraft gold was arguably more opaque than Bitcoin ever was. Bitcoin isnt anonymous magic. It leaves a trail. Sometimes a messy one sometimes an incomplete one but a trail nonetheless. If your goal is to move money quietly and never be seen again a globally visible ledger is a strange choice. The irony is"  
[X Link](https://x.com/ConvexDispatch/status/2020582611903508799)  2026-02-08T19:36Z [----] followers, [----] engagements


"@BrianTycangco Xpeng next 😭"  
[X Link](https://x.com/ConvexDispatch/status/2022324543788912681)  2026-02-13T14:58Z [----] followers, [---] engagements


"Hot take: $HTZ might be the $IREN / $CIFR / $WULF / $CRWV / $NBIS of robotaxis and robotics. In the AI cycle yes there are a lot of winners. But some of the biggest winners ended up being the unsexy infrastructure layer. Data-center operators that the market used to call just miners became critical once GPUs became the bottleneck. Names like $IREN $CIFR $WULF $CRWV $NBIS went from despised to essential. And heres the part people forget: a lot of the early bulls werent even calling AI supercycle at first. They were calling valuation + asset economics. I remember when @mikealfred was talking"  
[X Link](https://x.com/ConvexDispatch/status/2002902311429886047)  2025-12-22T00:41Z [----] followers, 686.2K engagements


"Just added [-----] shares of $HTZ. Earnings are soon and stock looks like loaded spring coil. Total position now is [-----] shares. Will be adding on weakness"  
[X Link](https://x.com/ConvexDispatch/status/2008549549657518526)  2026-01-06T14:41Z [----] followers, [----] engagements


"To all the $HTZ bulls Something is brewing. Hope you added when I published my deep dive :)"  
[X Link](https://x.com/ConvexDispatch/status/2008644342781464841)  2026-01-06T20:58Z [----] followers, [---] engagements


"Introduction This is not a conservative investment. It is a convex one. BMNR If you believe Ethereum is already fully priced that its role in global finance will remain niche or that blockchain adoption has largely plateaued then BitMine Immersion Technologies (NYSE: $BMNR) will not make sense. But if you believe it is plausible that Ethereum could still compound [--] over the coming decade and not inconceivable that it could eventually reprice far beyond that as a foundational financial network then a more important question emerges: Which vehicles are structurally positioned to benefit the"  
[X Link](https://x.com/ConvexDispatch/status/2012245314678177949)  2026-01-16T19:27Z [----] followers, 714.6K engagements


"$HTZ is up 6% today. If youre wondering why or why I think it can go much higher heres the angle I keep coming back to. In the AI cycle some of the biggest winners werent the flashy apps. They were the boring infrastructure layer. Data-center names like $IREN $CIFR $WULF $CRWV $NBIS were once written off as low-margin just miners then re-rated hard once the cycle turned. Their real business wasnt crypto. It was owning financing and operating hard assets at scale. I keep asking the same question for autonomy and robotics: If robotaxis or robots actually scale who owns and runs the fleets Who"  
[X Link](https://x.com/ConvexDispatch/status/2014355220831035580)  2026-01-22T15:11Z [----] followers, [----] engagements


"@Han_Akamatsu Its interesting how @WyckoffOnCrypto has totally different take on ETH"  
[X Link](https://x.com/ConvexDispatch/status/2018051701811347746)  2026-02-01T19:59Z [----] followers, [----] engagements


"Bloomberg: Trump to launch a $12B critical mineral stockpile to reduce US reliance on China. If you are $MP $USAR $UAMY $METC investor read on This is exactly the kind of confirmation Ive been waiting for. Pre market the whole space is waking up. A lot of the critical mineral names are up roughly 5% to 10% already. Why this matters A stockpile is not talk. Its demand with a budget behind it. Back of the envelope math $12B is not one company gets $12B. It gets spread across multiple metals and suppliers. But even small slices can be huge for small caps. Example If $UAMY captured just 1% of"  
[X Link](https://x.com/ConvexDispatch/status/2018306131366477964)  2026-02-02T12:50Z [----] followers, [----] engagements


"Rare Earths ripping again today. $USAR $UAMY $MTLMY $METC all moving. This isnt just a continuation of the $12bn US strategic critical minerals reserve announcement. Markets are also front-running tomorrows Critical Minerals Ministerial in DC. Agenda in short Securing non-China supply chains Fast-tracking mining processing and refining Allied coordination on strategic metals for energy defense and tech https://twitter.com/i/web/status/2018708416999326019 https://twitter.com/i/web/status/2018708416999326019"  
[X Link](https://x.com/ConvexDispatch/status/2018708416999326019)  2026-02-03T15:29Z [----] followers, [----] engagements


"Dont know where to start with critical minerals Heres a clean map The US government defines these as critical for energy defense and tech and Project Vault can now stockpile any of them. Whos positioned where Rare earths (magnets defense EVs) $USAR $MP $LYSCF Antimony (munitions alloys) $UAMY Gallium Germanium (chips defense optics) $MTLMY Lithium (batteries grid) $ALB $SQM $LAC Nickel Cobalt (EVs aerospace) $VALE $SBSW Graphite (battery anodes) $SYAAF $NMG Uranium (energy security) $CCJ $UEC Project Vault + Critical Minerals Ministerial = why these are moving."  
[X Link](https://x.com/ConvexDispatch/status/2018777561061371940)  2026-02-03T20:04Z [----] followers, [---] engagements


"$HTZ announcing earnings on Feb [--]. Stay tuned for detailed pre/ post earnings coverage In the meantime here is the refresher why Hertz is one of the biggest positions in my portfolio https://t.co/x7X2srJFdF https://t.co/x7X2srJFdF"  
[X Link](https://x.com/ConvexDispatch/status/2019082705351127434)  2026-02-04T16:16Z [----] followers, [----] engagements


"@acceler8future I think risk reward is great"  
[X Link](https://x.com/ConvexDispatch/status/2019091208576856253)  2026-02-04T16:50Z [----] followers, [--] engagements


"One of few names green do me today. Earnings report of $EL is tomorrow before market open Make sure to stop by here to hear my pre/post earnings thoughts"  
[X Link](https://x.com/ConvexDispatch/status/2019130081298510079)  2026-02-04T19:24Z [----] followers, [---] engagements


"@Han_Akamatsu How short term of a trade you are thinking"  
[X Link](https://x.com/ConvexDispatch/status/2019335256407678985)  2026-02-05T09:00Z [----] followers, [----] engagements


"If you're a Bitcoin investor who believes BTC will continue to appreciate this cycle this article is for you. I'm going to show why I am long $MSTR and why Strategy at $113 could be a 3-4x better bet http://x.com/i/article/2019450949895442432 http://x.com/i/article/2019450949895442432"  
[X Link](https://x.com/ConvexDispatch/status/2019470780514406492)  2026-02-05T17:58Z [----] followers, 57.7K engagements


"My ahead of Christmas Santa wish. Let markets freak out $TLT goes to [---] I get 300k cash to buy $BMNR $MSTR $ETH $BTC at rock bottom 🙏"  
[X Link](https://x.com/ConvexDispatch/status/2019514862083403847)  2026-02-05T20:53Z [----] followers, [----] engagements


"Strategy didnt report earnings. It reported whether it survives the next cycle. Post-earnings call thoughts on $MSTR. What mattered wasnt EPS but balance sheet durability dividend coverage and capital markets access heading into [------]. Also worth saying: the YouTube stream was excellent. 60k+ people tuned in strong questions and real debate from analysts like @LynAlden and @Fundstrat. This felt more like a capital markets forum than a corporate earnings call. What actually mattered: [------] $BTC held as permanent capital $2.25B USD reserve covering [---] years of preferred dividends Preferred"  
[X Link](https://x.com/ConvexDispatch/status/2019556012064157764)  2026-02-05T23:37Z [----] followers, 36.9K engagements


"@EliteOptions2 Do you have a promo code 😂🤦"  
[X Link](https://x.com/ConvexDispatch/status/2019564760866648353)  2026-02-06T00:12Z [----] followers, [----] engagements


"A tick-by-tick autopsy of a margin-driven crash On Thursday February [--] [----] liquidity didnt fade in crypto - it failed. Bitcoin didnt dip. It broke. BTC briefly traded below $60000 printing http://x.com/i/article/2020128616261025792 http://x.com/i/article/2020128616261025792"  
[X Link](https://x.com/ConvexDispatch/status/2020167446447943927)  2026-02-07T16:07Z [----] followers, 40K engagements


"@SweatyKodi When BMNR hits [----] there will be signs 😂"  
[X Link](https://x.com/ConvexDispatch/status/2020556847510347899)  2026-02-08T17:54Z [----] followers, [--] engagements


"This is exactly why the $BMNR / Beast Industries thesis matters. MrBeast acquiring a teen-focused banking app isnt random. Its distribution ownership financial rails. Massive audience reach is being converted into owned fintech infrastructure. Thats the real moat. This isnt about a single app. Its about controlling the on-ramp: Payments Accounts Engagement Eventually value transfer If you believe the next generation lives natively online then finance follows attention. Thats the same logic behind: Crypto-native rails Tokenization ETH as settlement Treasury-style vehicles like $BMNR Markets"  
[X Link](https://x.com/ConvexDispatch/status/2020913589251379684)  2026-02-09T17:32Z [----] followers, [----] engagements


"Whales buying isnt the real story. The real story is that equities are at highs while positioning remains fragile and crypto knows it. Bitcoin doesnt need more buyers. It needs positioning to clear. Until equity risk resets crypto recovery likely stays hesitant. Full breakdown of my crypto game plan trades and positioning framework coming this week. For anyone following $MSTR $BMNR $ASST $BTC and $ETH stay tuned. WHALES BUY BUT THE MARKET STILL ISNT CONVINCED Bitcoins biggest holders just made their largest purchases since November buying about [-----] coins and helping stabilize prices after"  
[X Link](https://x.com/ConvexDispatch/status/2021371130511049087)  2026-02-10T23:50Z [----] followers, [----] engagements


"In the end I think its much more about market sentiment itself on how any data is interpreted. If we are in a long bull market no matter whether news are positive or negative they are interpreted positively and the opposite in bear. GDP up Bull regime: we grow out of debt. Bear regime: inflation is entrenched. https://twitter.com/i/web/status/2021388443348025683 https://twitter.com/i/web/status/2021388443348025683"  
[X Link](https://x.com/ConvexDispatch/status/2021388443348025683)  2026-02-11T00:58Z [----] followers, [---] engagements


"@fifteenCAGR Thanks Thats quite close to what I am planing Will share asap"  
[X Link](https://x.com/ConvexDispatch/status/2021566010953011453)  2026-02-11T12:44Z [----] followers, [--] engagements


"@PierR36676906 @commonsenseplay Cassian has 5% of portfolio in TLT calls for a while now"  
[X Link](https://x.com/ConvexDispatch/status/2022330319295430687)  2026-02-13T15:21Z [----] followers, [--] engagements


"I just finished watching the $BMNR shareholder meeting live so you dont have to. Here are the key takeaways and why this only reinforces my bullish stance. TLDR: BitMine is not just an ETH staking vehicle. Its increasingly looking like a Berkshire Hathawaystyle capital allocator for the digital economy with massive cash generation zero balance-sheet stress and a real narrative + distribution edge. 1) Radical transparency (this matters more than people think) First credit where its due. BitMine runs open public shareholder meetings live with real Q&A. Shareholders of all sizes can participate."  
[X Link](https://x.com/ConvexDispatch/status/2011948884285964426)  2026-01-15T23:49Z [----] followers, 139K engagements


"$EL Q2 FY2026: First thoughts on the print If you're a $EL $ULTA $COTY or luxury beauty investor read on. Este Lauder just reported Q2 FY2026 and the numbers validate what we suspected. The turnaround is gaining traction. The headline numbers: Revenue: $4.23B (solid execution) Adjusted EPS: $0.89 (+43% YoY) China: Double-digit retail sales growth (second consecutive quarter) Skin Care: +6% organic (La Mer Este Lauder The Ordinary all contributing) FY26 guidance raised to $2.05-$2.25 (up from prior $1.90-$2.10) What stands out: China is back. After quarters of painful declines we're seeing"  
[X Link](https://x.com/ConvexDispatch/status/2019382523998961806)  2026-02-05T12:08Z [----] followers, [---] engagements


"Strategy is trading around the value of the Bitcoin on its balance sheet. If you're a $BTC $MSTR $BMNR $ETH or $ASST investor this matters. Most people treat Strategy as leveraged Bitcoin exposure. That framing misses what the company actually is. I just finished a deep dive on why Strategy is better understood as the world's first Bitcoin-native credit institution and why trading near NAV may be one of the most interesting setups of this cycle. Key takeaway: When $BTC hits $150-200K and the mNAV premium returns to historical levels you're looking at 3-10x upside from current prices. But the"  
[X Link](https://x.com/ConvexDispatch/status/2019472438871134257)  2026-02-05T18:05Z [----] followers, [----] engagements


"The day liquidity died. A must read if you are $BMNR $ETH $BTC $MSTR investor. The February [----] Crypto Panic wasnt fear retail panic or a rogue fund. It was margin leverage and liquidity failing in sequence across assets. I reconstructed the unwind step by step. 👇 https://t.co/W7OIEuDGL7 https://t.co/W7OIEuDGL7"  
[X Link](https://x.com/ConvexDispatch/status/2020170164973736147)  2026-02-07T16:17Z [----] followers, 27.8K engagements


"A quick mini deep dive on what is Step and why this matters more than it looks. Read on if you are $ETH and $BMNR investor Step isnt just a teen banking app. Its closer to a first financial operating system. For many users Step is: Their first bank account Their first debit card Their first paycheck Their first exposure to saving and spending digitally That matters because in finance first habits tend to stick. People rarely switch their money home once its established. The app that handles your first paycheck and your peer-to-peer payments often becomes the default for years. This is the"  
[X Link](https://x.com/ConvexDispatch/status/2020930493831840073)  2026-02-09T18:39Z [----] followers, [----] engagements


"For those of you wondering why $BMNR is up today and how its related to Mr Beast buying a bank make sure to check out my deep dive below👇 https://t.co/e86fZBPe2B https://t.co/e86fZBPe2B"  
[X Link](https://x.com/ConvexDispatch/status/2020960276829569235)  2026-02-09T20:37Z [----] followers, 18.8K engagements


"http://x.com/i/article/2021318195303313408 http://x.com/i/article/2021318195303313408"  
[X Link](https://x.com/ConvexDispatch/status/2021966449888133378)  2026-02-12T15:15Z [----] followers, 36.5K engagements


"Bitcoin to $250k. Ethereum to $12k. But it probably wont feel good getting there. Liquidity is rising. Positioning is fragile. Structurally were much closer to a bottom than a top but volatility isnt finished. Full framework levels and game plan below. If youre a $BTC $ETH $BMNR $MSTR or $ASST investor you must read this. https://t.co/eXFaU2QXpL https://t.co/eXFaU2QXpL"  
[X Link](https://x.com/ConvexDispatch/status/2021968477813182975)  2026-02-12T15:23Z [----] followers, 16.9K engagements


"Bitcoins MVRV just reset to [----]. If youre a $BTC $ETH $BMNR $MSTR or $ASST investor read this carefully. MVRV = Market Value Realized Value. It measures how far price is trading above or below the networks aggregate cost basis. Right now the Z-Score sits around [----]. For context: Major cycle tops historically occur above [--] Deep bear market bottoms often print near [--] or below Neutral post-flush conditions tend to sit in the [--] range At [----] we are much closer to reset than to excess. This is not what late-cycle euphoria looks like. Its what leverage cleanup looks like. That doesnt mean we"  
[X Link](https://x.com/ConvexDispatch/status/2022277549695320552)  2026-02-13T11:51Z [----] followers, [----] engagements


"Whats happening Did uncle Lee @fundstrat sign up Sydney Sweeney as ambassador 😂 $BMNR"  
[X Link](https://x.com/ConvexDispatch/status/2022334527583162398)  2026-02-13T15:38Z [----] followers, 16.6K engagements


"As $BMNR shareholder i approve this investment @fundstrat Whats happening Did uncle Lee @fundstrat sign up Sydney Sweeney as ambassador 😂 $BMNR https://t.co/fuPAjvhUIF Whats happening Did uncle Lee @fundstrat sign up Sydney Sweeney as ambassador 😂 $BMNR https://t.co/fuPAjvhUIF"  
[X Link](https://x.com/ConvexDispatch/status/2022335698217644122)  2026-02-13T15:42Z [----] followers, [----] engagements


"If inflation collapses $TLT explodes. That the entire trade. If you want to get a basic understanding of what $TLT Trade is read on Im writing a deeper piece on how Im hedging this market and my broader equity view. But before that lets simplify TLT into something you can actually use. Because this is a meaningful position for me. And the logic behind it is not complicated. 1) What TLT actually is TLT is an ETF that holds US Treasuries with 20+ years to maturity. It is pure long-duration exposure. That means it is extremely sensitive to changes in long-term interest rates. 2) What the yield"  
[X Link](https://x.com/ConvexDispatch/status/2022360322476998951)  2026-02-13T17:20Z [----] followers, [----] engagements


"Bitcoins monthly RSI is approaching historical exhaustion levels. If youre a $BTC $ETH $BMNR $MSTR or $ASST investor and wondering what your next move should be read on. RSI (Relative Strength Index) measures momentum. On the monthly timeframe it tells you whether Bitcoin is structurally overbought or oversold across multi-quarter cycles not daily noise. High monthly RSI = sustained euphoria. Low monthly RSI = exhaustion and reset. Right now monthly RSI is much closer to the zones that historically formed near major cycle lows than near cycle tops. But heres the nuance: Exhaustion doesnt"  
[X Link](https://x.com/ConvexDispatch/status/2022626929874964825)  2026-02-14T11:00Z [----] followers, [----] engagements


"Worth a read before futures open tonight $BMNR $ETH $BTC $MSTR If youre a $BMNR investor or an $ETH holder you should read this. Days like today can feel brutal. You wake up check pre-market and everything is red. Tariff headlines. Macro noise. And that familiar knot in your stomach asking: What if Im wrong That feeling is normal. If youre a $BMNR investor or an $ETH holder you should read this. Days like today can feel brutal. You wake up check pre-market and everything is red. Tariff headlines. Macro noise. And that familiar knot in your stomach asking: What if Im wrong That feeling is"  
[X Link](https://x.com/ConvexDispatch/status/2015502597390471360)  2026-01-25T19:10Z [----] followers, 13.5K engagements


"@pepemoonboy I am holding"  
[X Link](https://x.com/ConvexDispatch/status/2015895131526771022)  2026-01-26T21:10Z [----] followers, [---] engagements


"First thoughts on $LVMH FY2025 based on the press release alone (before the call): This was a solid performance in a bad macro not a blowout. Revenue 80.8B (-1% organic) recurring operating profit 17.8B (-9%) free cash flow 11.3B (+8%). FX did real damage but underlying trends improved in H2 with Q4 organic growth +1% flat vs Q3. What stands out to me: Geography US held up on local demand. Asia ex-Japan returned to growth in H2. Japan normalized after an exceptional [----]. Europe softer due to FX and tourism. Fashion & Leather Goods Still down YoY but local demand resilient and operating"  
[X Link](https://x.com/ConvexDispatch/status/2016193390304543204)  2026-01-27T16:55Z [----] followers, [----] engagements


"A lot of you have been asking where $ETH $BTC $BMNR and crypto more broadly are headed. So heres an idea: how about we host an X Spaces with a few people who are very active in the Bitcoin and Ethereum communities and talk it through properly. Thinking to co-host with @Badie912 @BMNRBullz @BMNRTracker and few others :) If youd be interested let me know below 👇 And feel free to already drop the questions youd want covered so we can shape the agenda. If this works well we can make it a recurring thing. A simple honest check-in on where we stand and how to win together"  
[X Link](https://x.com/ConvexDispatch/status/2016248534316548386)  2026-01-27T20:34Z [----] followers, [----] engagements


"Thank you boss 🫡 Can you also say something for $BTC and $ETH please BREAKING: The US Dollar tumbles to a fresh 4-year low after President Trump says the US Dollar is "doing great" and he is not concerned about its decline. https://t.co/cMwBJvNTXx BREAKING: The US Dollar tumbles to a fresh 4-year low after President Trump says the US Dollar is "doing great" and he is not concerned about its decline. https://t.co/cMwBJvNTXx"  
[X Link](https://x.com/ConvexDispatch/status/2016256977123561807)  2026-01-27T21:08Z [----] followers, [---] engagements


"A fast policy-driven selloff gave me an entry into a critical-minerals basket. The headline was noisy the outcome unclear but the strategic direction stayed intact. This was not a thesis break. It was a sentiment reset. So I stepped in with defined risk. Mini-Deep Dive below: 👇 Ive been focused on critical minerals for a while now. Not as a short-term trade but as a structural supply-chain problem. Yesterdays after-hours move gave me the entry. The trigger was a headline around whether the US will implement broad price floors for new critical-mineral projects. The market read it as less"  
[X Link](https://x.com/ConvexDispatch/status/2016886694503399665)  2026-01-29T14:50Z [----] followers, [----] engagements


"@WheelieInvestor How does it smell"  
[X Link](https://x.com/ConvexDispatch/status/2017664800008847444)  2026-01-31T18:22Z [----] followers, [---] engagements


"@6174Kr 😂 I first read Implied Volatility been panicking . Make sure you can survive mega wick to 30k. If you can then you dont have to worry New ATH will come"  
[X Link](https://x.com/ConvexDispatch/status/2017682663650328771)  2026-01-31T19:33Z [----] followers, [---] engagements


"Gold: my game plan for Monday and what actually caused the liquidation Last weeks move in gold was not a thesis break. It was a positioning unwind. Going into the highs gold had gone parabolic. Short-dated call buying exploded especially near key strikes. That pushed dealers into a short gamma position. What that means in practice: On the way up dealers were forced buyers of the underlying to stay delta-neutral Once price stalled and reversed those same hedges flipped into forced selling That created a mechanical cascade lower independent of fundamentals On top of that leveraged ETFs"  
[X Link](https://x.com/ConvexDispatch/status/2017965880445915325)  2026-02-01T14:18Z [----] followers, [----] engagements


"@Han_Akamatsu @WyckoffOnCrypto Here is on ETH he thinks we are in accumulation https://x.com/wyckoffoncrypto/status/2005773098881278106s=46&t=MLntaiK4aR6D1irmz_-QHg @CryptoHitmann @MerlijnTrader Many mislabels of #Wyckoff smh . The AR is a BC (buying climax) the ST is a AR (automatic reaction) the SC is a ST (secondary test). This stops the advance. Then #Ethereum goes into reaccumulation range. the only issue after that is this trading range is from $1-5000 https://x.com/wyckoffoncrypto/status/2005773098881278106s=46&t=MLntaiK4aR6D1irmz_-QHg @CryptoHitmann @MerlijnTrader Many mislabels of"  
[X Link](https://x.com/ConvexDispatch/status/2018056495154225527)  2026-02-01T20:18Z [----] followers, [---] engagements


"Alright Gold futures open. Sitting right at that breakout support Lets see how Asia + London respond to US liquidations on Friday. Reminder: by the time we had most of the drop unfold on Friday Europe + Asia markets were closed"  
[X Link](https://x.com/ConvexDispatch/status/2018104910508593632)  2026-02-01T23:31Z [----] followers, [----] engagements


"Gold update. No adds. No trims. Yes last week did damage. But today was positive: gold flushed below support on Asia hours and reclaimed it. Thats not nothing. What Im watching closely: GDX flat while gold was down. That divergence usually shows sellers are getting exhausted not aggressive. All the macro reasons to be long gold are unchanged. Let's see if Asia is net buyer tomorrow I just added 100k in $GLD spot And unless the world suddenly decides to sing Kumbaya in perfect harmony Im staying long. I exited my previous gold position for roughly a 6x return after a very strong run. That was"  
[X Link](https://x.com/ConvexDispatch/status/2018434471163289752)  2026-02-02T21:20Z [----] followers, [---] engagements


"@m1koql You are right I don't think Hertz will be an exclusive player here. that's the reason I made analogy with $IREN $NEBIUS etc. It's not like Google Meta and Microsoft don't have datacenters. They don't have enough"  
[X Link](https://x.com/ConvexDispatch/status/2002918807107760623)  2025-12-22T01:47Z [----] followers, [----] engagements


"HOT TAKE: If the $200M MrBeast deal makes you uncomfortable think of it this way for a moment: Think of $BMNR Beast Industries deal not as a speculative investment - but as a multi-year global marketing and distribution agreement. Suddenly this looks very normal. TLDR: BitMine generates $300350M per year in earnings from staking today is on track to reach $500M in annual earnings once it hits its 5% ETH target this year has $1B in cash zero debt and almost no operating spend. A $200M multi-year marketing deployment is not aggressive its conservative capital-efficient and unusually smart. Now"  
[X Link](https://x.com/ConvexDispatch/status/2012098321628688489)  2026-01-16T09:43Z [----] followers, 23.5K engagements


"Closed my [--] day call right around peak. Posting my $GLD and $GDX gameplan later today. All the crypto expensive lessons are paying off now with precious metals finally 😅 Quick teaser: dont rush to buy the dip on gold Quick update: Ive closed my gold trade. Entered long calls on Dec [--] with a $5000 target. Gold pushed to $5.3k and the trade delivered 6x $10k $68k on GLD plus profits on GDX. Why close After three consecutive 23% expansion days riskreward flipped. With Feb expiry https://t.co/AXiS2PeLvw Quick update: Ive closed my gold trade. Entered long calls on Dec [--] with a $5000 target."  
[X Link](https://x.com/ConvexDispatch/status/2017201472228749547)  2026-01-30T11:41Z [----] followers, [----] engagements


"Small $HTZ follow up. Options positioning is uneven right now. Below $6 price tends to get pinned. Above $7 a lot of puts start feeling pain and overlap with heavy call positions. At that point the forces that usually slow price moves can start pushing them instead. Hot take: $HTZ might be the $IREN / $CIFR / $WULF / $CRWV / $NBIS of robotaxis and robotics. In the AI cycle yes there are a lot of winners. But some of the biggest winners ended up being the unsexy infrastructure layer. Data-center operators that the market used to call just Hot take: $HTZ might be the $IREN / $CIFR / $WULF /"  
[X Link](https://x.com/ConvexDispatch/status/2007159125332111808)  2026-01-02T18:36Z [----] followers, [---] engagements

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