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1/ I tracked every major 2026 call from @ThinkingUSD :
and checked each one against real prices:
16 calls. 56% hit rate.
Here's what worked and what didn't:
2/ The $HYPE thesis was the year.
Jan 27 at $24.99 → $77.27, 3.09x
Mar 1 "Wait until it's at $100 this year" → peaked at $97.19
3/ The swap call aged well.
Jan 31: "Swap SOL for HYPE"
HYPE +153%. SOL −13%.
4/ BTC timing was mixed:
January $105K targets: BTC topped at $96.9K
✅ June buys near $60.9K: now $80.8K (+33%)
5/ The misses:
Jun 15 ETH short: ETH up 29% since
Jun 17 "Sell all $ETH for HYPE": ETH +33%, HYPE +5%
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1 sailor dead and 3 missing after Russian drone strikes cargo ship in Black Sea off coast of Romania
1 killed in Saudi Arabia airport attack as Houthis target drone strikes across nation's airports
1% Of Companies Account For 80% Of OpenAI And Anthropic Spending - And It Just Stalled
1.3
so much winning
you may even get tired of winning
1.3 BILLION SPACEX SHARES SET FOR UNLOCK
Shares become eligible for sale Oct. 22 as @aave weighs tokenized stock collateral. LlamaRisk says large liquidations would rely on redemptions or hedges, not immediate sales on @base.
Read more here:
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1 more thought on the distillation narratives - if it’s so easy why there aren’t labs from EU, UK, Japan, India, Canada or anywhere else being able to do it? They all have access to GPT and Claude?
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1 I create my image using Grok Imagine. 2 I keep my image as a reference and ask for a different perspective.
1 hour until The Crypto Closeout.
@follis_ and @Osbrah are getting ready to break down the charts before the new trading week.
Live at 7 PM ET.
1 person shot in the chest inside NYC subway station: NYPD
