EE's /ES · /ES · swings · crypto Trading the melt-up. Named plays + plans on Substack

Ann Arbor, MI
Joined January 2021
A look behind the curtain prepping for today's move. How I manage high time frame/low time frame. Manage most recent port trades in $RIOT $MARA $BTC $AMD etc and why I think cyclical traders have it all wrong 🧐 I know there isn’t much of an appetite for long form rambling but there is gold in these hills.
Looking for this sort of move on /ES. Invalidated if we lose 7350s $spy Once we get up there it’s hedge time on long term port to raise a little powder for dip buys
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Update on the 10/22 buys (10/28 close, max drawdown since entry): $META 648 → 612.49 (-5.5%), max DD -6.0% $AMD 512 → 578.44 (+13.0%), max DD -0.7% $RIOT 12.90 → 14.45 (+12.0%), max DD -8.6% $BTC 80,800 add → 81,626 (+1.0%), max DD -2.0% on the back of twitter declaring black Monday 🤣
I bought new longs $META at 648, $AMD at 512 , $RIOT at 12.90 and added to $BTC long today at 80,800 which was a dramatic tick . Thank you for your attention to this matter. 🙌
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I think outside links still get throttled but I wrote an article below this tweet that will help add precision in timing a $MARA long which I'm very bulled up on
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Making Money In Index Chop: How I Learned To Stop Worrying And Love The Rotation I wrote an article for $MARA bros (like me). It will give you a setup, a chart based rationalization and you might learn something you can generally apply for any of the other tickers you may plan on playing. There no paywall or signup. efficientenzyme.substack.com…
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When you realize a $Mara chart is an old shell company stitched to a bitcoin company and the $riot chart is an old biochem company made into a bitcoin company yet all the technicals still work as targets across the entirety of these fused Frankenstein charts it’s hard to unsee how fake narratives are to justify these moves
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I started recently adding more $MARA and will enter calls soon (not yet) what you’ll notice quoted here is Mara has been silent until the day the Mara/dxy ratio ticked the low When you begin to understand it’s all a scam it become less emotional. None of the quoted news in this post means anything though it’ll be used to justify something later that was going to happen anyways. Big 1-2 wave loading in a week or so
Vertebrai is a bridge between power being ready and a data center being ready. Proud of the team putting nearly 10 years of MARA's computing experience to work for others with underused power.
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🤌
Genuinely my favorite clip of the whole cycle
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This is a high time frame take on the stock market. Not a commentary on what happens in the next week or month or the next thousand points up/down on the index. American hegemony is close to over. We’re going to trade the carcass via a melt up as they push asset prices higher relative to a weakening USD. Americans are doing poorly taken as a whole. All the countries American exceptionalism believers look down on have better metrics. Notably the only place we lead is internet though also interesting despite tik tok being a Chinese company they won’t allow the same slop they push to our kids. Our country was looted similar to a private equity buyout where they buy the asset drain the pensions and sell the rest off for parts. The top has gotten filthy rich where their capital investments generates more than your entire lineage will ever see and it requires zero production. Our social contract is the 401k. We don’t produce good students, own much modern infrastructure and we are generally less happy BUT the social contract is the line goes up and to the right. This is the American hegemony and we greatly benefit from the world’s contracts being settled in USD. Make no mistake when the dollar finally does capitulate, and it will, there will be a rush to the door to buy cheap money and close those contracts and when that is done the US loses its last advantage. We don’t produce anything of value, our tech advantage disappears the moment china takes Taiwan and we have a hardon for authoritarians so I’m sure the pushback will be minimal. This is the worst time to sell your assets. It’s the only safe haven for money becoming increasingly useless. Since everything unwinds when the usd does squeeze all the leverage in the system will be flushed out and we’ll go into a long sustained depression where the leader for the next 100 years will be decided, but not yet.
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$btc 🤌 the add for the bottom tick was put in 12 hours before it happened
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I bought new longs $META at 648, $AMD at 512 , $RIOT at 12.90 and added to $BTC long today at 80,800 which was a dramatic tick . Thank you for your attention to this matter. 🙌
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$BTC sentiment vs execution. Every move timestamped. 94k target still open.
Target acquired mid 90s $btc I also think the pullback after target is deeper than my quoted post implies so don’t buy the dip based on a month old chart ✌️
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How about this deal. We stop accusing everyone of being a pedo BUT if in the future we find it’s true and they knew but covered it up for politics we hang them all publicly Deal?
Vance: "And now the media and the Democrats in the state of Ohio are obsessed because, guess what? Vivek Ramaswamy had the audacity to run a TV commercial which calls it out like it is and calls Amy Acton a liar."
Readers added context they thought people might want to know
Court records and 1978 reports confirm Amy Acton's stepfather was arrested and charged with raping her at age 12; he fled Ohio before trial and was declared a fugitive. Her brother has corroborated the events. Vivek and Vance are siding with abusers over a victim. cincinnati.com/story/news/pol… forbes.com/sites/saradorn… mediaite.com/media/news/ram…
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Vivek Ramaswamy is a piece of shit. Thank you for your attention to this matter
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