NatNat says oil and energy names OXY and XLE hit new highs after she flagged them in December. NatNat and Kool discuss following Form 4 insider filings on sec.gov.
0:04:26NatNat's VIX hedge and quick BTC long
0:13:59Pre-weekend sector rotation telegraphed the event
0:16:16SEC-filings agent idea
Kool argues crypto offers the best risk/reward because everything is down 70-90% and nobody wants it. Naeem urges patience.
Dave proposes an AI agent that reads SEC filings. Marni promotes her free OpenClaw course and notes OpenAI OAuth works with OpenClaw.
0:29:16Saylor's buy, patience
0:33:02Bittensor under $200, Venice (VVV) staking for compute
Dave flags Bittensor below $200 and Venice VVV rising from under $1 to about $7.5 crediting Landy's earlier pick. Kkoma updates on Tiber. Marni says the IDOS leaderboard closed after a small raise.
0:39:33Tiber and agent payments (x402)
0:50:25Priced in, propaganda, PMI and tariffs
Landy says markets priced the conflict in and warns about propaganda. He explains why a hot PMI reflects importers now paying tariffs and argues most retailers will not get tariff refunds.
0:57:08Who can actually claim
1:05:41Landy's BTC range, 72k up, 65k down
1:16:32Dead chains by daily active addresses, Story Protocol
Dave lists dead chains by daily active addresses Monad Celestia Linea Plasma Story and criticizes VC-funded token launches.
1:25:04Samara, shorting new listings, gated bridges
1:29:39IDOS leaderboard closes, token value accrual
The show ends on Zeet cards and AlphaGamer and Landy on the blood-moon eclipse and liquidity cycles. Landy expecting a gentler BTC bear market and a possible rebound in six to eight months.
“Right? The... I mean, oil and natural gas bay, oxy, that has gone completely bananas. They hit a new high today. Also, XLE hit a new high today. I... My entire portfolio is hedged with VIX, and VIX was up beautifully today. I mean, it was a great day overall. But I'm excited to dive into this today, Dave. I know ...”
NatNat0:04:26Share on X
“And then this Friday, I was on the Wolfspaces, and I said, you know what, guys? The market is trading like we are actually getting ready for a war this weekend, and it happened just like big... Just like that. Big money knew what was coming. Right? And sector rotation is the thing. Right? You see a lot of these…”
“Absolutely. But you can follow the money, though, on sec.gov. It's about the... On... In the equity side. Right? In Shopify world, they do what's called a form four. And a form four will let you know who's buying and who's selling. So here's the the tidbit. Right? So Warren Buffett, one year ago or a year and a half…”
“So if you bought the dip versus selling the dip before the dip this morning, you made off okay. But that's for... For anyone listening, right, whenever there's war, again, be careful shorting it because the market, it tends to, like, really rally on this. For what for what reason? I have no idea. I think we need…”
“Oh, my goes to 200, it'd be cool. But risk reward, Bitcoin, all the all the assets still, you know, pretty good to me because it... It's... Nobody wants it. Nobody wants crypto right now. I can see it in my timeline. People are not touching stuff anymore. And this is where... Like, I was reading a lot of whales that…”
Kool0:26:13Share on X
Ask your AI about this show: Use ATC in Claude or ChatGPT
Show discussion, not financial advice.
