Stock Doves: the misunderstood pigeon! Smaller than Wood Pigeons & without the white neck patch, they love quiet woods over busy cities.
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A police officer feeds pigeons near People's Square of #Shanghai#'s Huangpu district on Wednesday. More than 500 #pigeons# in the Square have been left unattended due to the impact of the citywide lockdown.
Per a release from Deputy State Department Spokesperson Tommy Pigott, the next tranche of Israel-Lebanon talks will be held June 2-3. Additionally a security track of the talks will be held at the Pentagon on May 29, with delegations from both the Israeli and Lebanese militaries in attendance.
Here's a scenario that I agree with Pigeon:
- The sharper folks ditched crypto through 4Q25-1Q26 to ape semiconductor and AI stonks
- They have now taken some profit into a barbell position of cash/beta + extreme frontier constraint semi stocks (throw a dart at what Serenity + Leopold likes)
- This same group is now moving some cash back to crypto because chart & liquidity improved (w/ Saylor bid) and it's time to swing some risk again.
Indeed it may be. Although I doubt it's time to pile into top names people are hiding in — but instead one may want to chase new hot narratives that's working w/ bombed out charts looking good w/ no imminent supply overhang.
To name a few:
- $ZEC because the Silicon Valley cabal arrived at it being the privacy and quantum protected bitcoin where small digits share = big upside. Something left / mid / right curves can all buy into
- $TON because the telegram merge could bring real action in upgrades in value capture, features, and AI enablement
- I’m still looking for an AI play but I just don’t see it being $TAO; but I think we will get one. Hit me up if you have a strong thesis.
It’s peak fuzzy yellow season here as pigeons take advantage of the warmer weather to nest in earnest. Some pigeons continue to breed through winter, but this time of year, it’s truly their full-time job.
These hatchlings, named Bandana and Kerchief, were removed from an awkwardly located nest but are now thriving in the care of our nursery guru Kaori, the best substitute pigeon parent we know.
📷: Phyllis Tseng