[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@d_letap](/creator/twitter/d_letap) "@PegasusFund The reversion is naturally exacerbated by how reflexive markets have become. Its so hard to say when the system cant support that but you pointed out some things that point to the long winter thesis I think EM emerges a winner if that plays out (with a zoomed out lens)" [X Link](https://x.com/d_letap/status/1979199882704621850) [@d_letap](/creator/x/d_letap) 2025-10-17T14:56Z XXX followers, XXX engagements "@ContrarianCurse Action in the interest rate sensitive names has been counter intuitive. I like the $RKT idea into $XX for a continued counter cyclical trade Curious what else you see in the $BLDR thesis" [X Link](https://x.com/d_letap/status/1975640076320436406) [@d_letap](/creator/x/d_letap) 2025-10-07T19:11Z XXX followers, XXX engagements "@davey_juice Yea really interesting to see it free fall with no major catalyst. Its starting to peak my interest Great $MELI adds today 🫡🎯" [X Link](https://x.com/d_letap/status/1978611580473684032) [@d_letap](/creator/x/d_letap) 2025-10-15T23:58Z XXX followers, XXX engagements "Indices exhibiting a lot of signs of weakness. Interesting to see amidst an environment with the dollar debasement and imminent rate cuts Hard to argue with weakness in leaders and breakdowns in speculative names. Not to mention $VIX is perking $OKLO $RGTI $IONQ $QBTS" [X Link](https://x.com/d_letap/status/1978862643503886816) [@d_letap](/creator/x/d_letap) 2025-10-16T16:36Z XXX followers, XXX engagements "@PegasusFund See your point makes sense. In terms of strong underlying narratives Im trying to focus on infra/tech within growing economies that can scale. I like LatAm and Asia w currency tailwinds on names hoarding cash $PDD $MELI $BABA $NU Expecting vol so not trying to bottom fish" [X Link](https://x.com/d_letap/status/1979206085094576524) [@d_letap](/creator/x/d_letap) 2025-10-17T15:21Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@d_letap
"@PegasusFund The reversion is naturally exacerbated by how reflexive markets have become. Its so hard to say when the system cant support that but you pointed out some things that point to the long winter thesis I think EM emerges a winner if that plays out (with a zoomed out lens)"
X Link @d_letap 2025-10-17T14:56Z XXX followers, XXX engagements
"@ContrarianCurse Action in the interest rate sensitive names has been counter intuitive. I like the $RKT idea into $XX for a continued counter cyclical trade Curious what else you see in the $BLDR thesis"
X Link @d_letap 2025-10-07T19:11Z XXX followers, XXX engagements
"@davey_juice Yea really interesting to see it free fall with no major catalyst. Its starting to peak my interest Great $MELI adds today 🫡🎯"
X Link @d_letap 2025-10-15T23:58Z XXX followers, XXX engagements
"Indices exhibiting a lot of signs of weakness. Interesting to see amidst an environment with the dollar debasement and imminent rate cuts Hard to argue with weakness in leaders and breakdowns in speculative names. Not to mention $VIX is perking $OKLO $RGTI $IONQ $QBTS"
X Link @d_letap 2025-10-16T16:36Z XXX followers, XXX engagements
"@PegasusFund See your point makes sense. In terms of strong underlying narratives Im trying to focus on infra/tech within growing economies that can scale. I like LatAm and Asia w currency tailwinds on names hoarding cash $PDD $MELI $BABA $NU Expecting vol so not trying to bottom fish"
X Link @d_letap 2025-10-17T15:21Z XXX followers, XXX engagements
/creator/twitter::807797843951894528/posts