Narrative violation: Met a fisherman from Santa Cruz last night who’s been fishing for over 50 years. He said the ocean is the healthiest he’s ever seen it. More fish than ever, whale populations are booming, species that had nearly disappeared are coming back.
Not all doom and gloom out there.
Narrative violation, but @Polymarket just had its best week ever in terms of volume, revenue and average outstanding OI.
Catch me talking about this and the future of institutional and non sports prediction markets this afternoon at @nextpredictio
Narrative violation: Gen Z is out-earning what millennials made at their age
Adjusted for inflation, zoomers earn 20-40% more than millennials did a decade ago, at every income level
Charts of the Week:
Narratives come, narratives go.
I've scaled down on my $NEAR position. Not that I don't believe in the project.
The actual opposite of that.
However, portfolio management and fundamental thesis can be two different things.
It's had a maximum amount of sentiment and narrative over the past few weeks.
If it corrects, from a technical standpoint, that's completely fine.
I'm happy to be buying and scaling this back in.
Levels I'm monitoring:
- $4.30
- $3.90
- $3.50
And yes, after that, we'll go to $10+.
Narratives shift overnight.
Charts update every second.
Headlines change markets in minutes.
Wallets move before most people notice.
@HeySorinAI surfaces the signal among the noise.
Try it now with the link in our bio.