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Degens Deteriorating
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The long US Dollar trade is crowded.

Long speculative positioning in the US Dollar is up to +$48 billion, the highest since 2015.

This represents positions taken by hedge funds and asset managers based on directional market views rather than underlying hedging needs.

Bullish positioning has more than QUADRUPLED over the last 3 months.

As a result, long bets are now more than 2 standard deviations above the average since 2012.

Professional investors are on track for a 6th consecutive month of long US Dollar exposure, the longest streak since 2022.

Market participants are betting heavily on the US Dollar.

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Women really go through a lot of men, especially those on dating apps

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>Kill CEO thinking it will spark a revolution

>CEOs get a better salary instead

>You end up pleading guilty cause you know it’s over

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50% was chosen arbitrarily. this 2021 study argues in a very simple and intuitive way that even far higher total staked would only strictly increase ethereum's economic security

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POTUS: Shortly after taking office, I signed a historic Executive Order directing that anyone convicted of killing a police officer should face the death penalty β€” and last year, deaths of law enforcement officers in the line of duty fell to an 80-year low

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Media is too big
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When Aussies can’t get housing but migrants can… and there’s a female cop

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I have an entire portfolio of biotech/industrial companies whose leadership is comprised entirely of white people

Currently its up 200% YOY and I don't think its close to finished

Financial markets have never been easier.

Bet on stereotypes, they will be reinforced.

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A 34-year-old "Frenchman" was restrained by Thai police in the Suan Luang/Phatthanakan area after allegedly threatening residents and charging at officers with a knife

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Trump on Iran:

Pretty soon, I will be declaring the Hormuz Strait a territory of the United States.

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Do you ever notice how sometimes the contraction can’t contract

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The memory trade is dominating the newest leveraged ETF launches:

Assets under management (AUM) in the 2x leveraged long SanDisk ETF, $SNXX, have grown +$1.5 billion since its January 27th launch, the largest increase of any US-listed leveraged ETF launched this year.

This is followed by the 2x leveraged long memory ETF, $RAM, with its AUM growing +$500 million since its June 24th debut.

By comparison, AUM in the 2x leveraged long ETFs tracking Applied Optoelectronics, $AAOI, AXT, $AXTI, and Lumentum, $LITE, has grown by less than +$400 million for each ETF since launch.

Overall, $SNXX has seen more AUM growth than the next 4 largest US leveraged ETF launches combined.

Investor appetite for leveraged exposure to memory-chip stocks is surging.

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I have the feeling the race for neobanks is on

First few years we had exchanges dominating crypto payments cards, having earn products etc.

Then neobanks took over and are growing very quickly now. Monthly stablecoin payments went 3x in a year.

It’s time for them to lock in

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NYC: Mayor Zohran Mamdani admitted he lied to New Yorkers about getting elected. He's now targeting over 900,000 homeowners with a massive tax increase. Worse, he published their names and home addresses to serve as a 'target list' for far-left groups

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So all we have to do is get them fired and they'll remove themselves permanently?

Fascinating.

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