Tokenization theme is gaining momentum. Tokenized stocks hit a record $4.8B in assets, up 164% since June, with Binance's bStocks making up $1.5B.
View original →Portfolio Manager of Turbotection® building @RevereAsset Management. Partner with @Deepvue. Not Investment Advice; Only my thoughts. ted@revereasset.com.
Cite asCryptoQuant has tracked the directional calls on MRNA by @TedHZhang on X since Apr 2026: not yet scored on MRNA (as of Nov 11, 2026).
Other assets covered (14)
2 MRNA calls on record, a thin history.
Relative view by default: fewer than 30 MRNA calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @TedHZhang to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Tokenization theme is gaining momentum. Tokenized stocks hit a record $4.8B in assets, up 164% since June, with Binance's bStocks making up $1.5B.
View original →TOP movers pre-market across my watchlists. Dead cat rally for now. $SPY $QQQ There are still no leaders. https://t.co/xuREbQl6IZ
View original →Paul Tudor Jones: I Watched the Richest Man in the World Go Broke in 7 Weeks. It Taught Me Liquidity Bunker says, well, I think this silver here is the most valuable asset and resource on Earth. Someone asked him, what are you going to do with all that silver? And he goes, I'm going to bury it. I'm going to bury it. In fact, what I'm going to do is I'm going to buy 20 million more ounces, and then I'm going to bury that too. So he buys 20 million ounces at 35 bucks, and when that happened, it just, woohoo! It just roofed, right? It goes to 50 bucks. So at 50 bucks now, he's worth about $11 billion, and he's got a multiple of five or six on the next closest guy. I just couldn't even believe what I'd seen and how much money that this guy had made. Anyway, so that was when COMEX decided. The commercials had been just eradicated, because they're sitting there holding physicals and having to put up this margin every day, and their bankers going, yeah, I can't do it. So anyway, they made it liquidation only. Silver collapsed and went from 50 bucks to under 10 bucks in the space of about eight weeks. And that had a searing impact on me, to see him go from the richest guy to virtually bankrupt in this short space of six or seven weeks. Right then and there, I would never own anything, or trust anything, for the rest of my life. You know, again, my grandfather, when I was really young, said, "Son, you're only worth what you can write a check for tomorrow." That also had a really deep impression on me. And so liquidity has always been something that's been, it was in my DNA as a child, because that was my grandpa's favorite saying all the time.
View original →Qullamaggie: You Can Make 500% in a Year and Be in a Drawdown 95% of the Time You're never gonna sell everything at the top. Just get that thought out of your heads. You're gonna be in a drawdown probably 99% of the time. Ah, not 99, 95% plus. Remember that, guys. You can make 500% in a year and be in a drawdown 95% of the time. That's just how it works. If anyone's gonna tell you otherwise, they're a liar and probably trying to sell you something. I even tweeted about it. I think I have the tweet posted on my blog too. Like, look at stuff like Netflix over the past 10 years, or Amazon. Like, you know, just something like Netflix, you know, one of the best performing stocks over 10 years. I went through this on the stream before. But let's say if you start counting from like 2011. All these boxes, that's when the stock was off from the all-time highs, which means that was the time when it was in a drawdown. This is one of the best performing stocks over the past 10 years, and you can see it spent like, what, 50% of the time in a drawdown. That's just how it works. Actually more, probably two-thirds of the time it was in a drawdown. Now it's in a drawdown again, who knows. That's just how it works. You're gonna, no matter how good or bad your returns are, you're gonna spend most of the time in a drawdown, no matter what.
View original →$AVAXUSD tokenization theme and privacy theme are the two big ones in crypto https://t.co/4qEe8LOnki
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