The most profitable trading strategy for the comings months or years might be to span the new listing of upcoming IPO on hyperliquid and buy all of them

You will get some duds but you'll do very well

I think it is obvious but you should expect roughly 30% move being common on those perp so size appropriately. It makes 0 sense to have a stop at 10% of your entry

Lots of positioning ready to be offside on that NFP print

Gold litteraly walking on water here

I would have expected a pullback regardless of the print

$ is dying juicing everything else

the herd movement observed in crypto has moved into stocks

Nobody is selling until its neighbor is selling

You can see people moving from AI stocks to defensive, from defensive to optics, from optics to SMH, from SMH to energy etc

Without any meaningful net selling

If spx does +2% from here I will consider I was wrong on my puts

They're like oh yeah let's seell DRAM it's a bit overvalued vs our forecast but let's buy SMH because it seems undervalued according go the buildout plans

It's the same trade retard

They should trade 1 for 1

Maybe there was a 30% or even 50% price dispersion to be done on kimi cache release news but once it's done it's done

Everybody is bidding SPX because the economy is strong even if AI trade is facing headwinds

Job report shows economy is not that strong

Let's bid stocks because lower rate