Сигналы
15
#1017
Альфа-оценка 7.3
dcfgod
Винрейт
46.7%
доходность
-10.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
08 мая
$0.45
-19.4%
ETHFI beat earnings and is pivoting from restaking to a neobank model; expects another beat this week.
ETHFI beat earnings and is pivoting from restaking to a neobank model; expects another beat this week.
Криптоактивы
Лонг
23 фев
$1856.30
+0.7%
The author is bullish on Ethereum based on the view that it is fundamentally superior to Bitcoin, whose mining model is described as wasteful.
The author is bullish on Ethereum based on the view that it is fundamentally superior to Bitcoin, whose mining model is described as wasteful.
Криптоактивы
Лонг
10 фев
$1.76
-55.8%
The author presents a strong bullish case for ZRO, citing a confluence of strategic buyers, a favorable valuation relative to its last raise, and a dominant market position.
The author presents a strong bullish case for ZRO, citing a confluence of strategic buyers, a favorable valuation relative to its last raise, and a dominant market position.
Криптоактивы
Лонг
01 июл
$0.48
-38.0%
Buy GRASS as the cancellation of the S2 airdrop removes the primary feared supply overhang; author holds the token and expects an upcoming token holder call to confirm strong revenues, providing a positive catalyst.
Buy GRASS as the cancellation of the S2 airdrop removes the primary feared supply overhang; author holds the token and expects an upcoming token holder call to confirm strong revenues, providing a positive catalyst.
Криптоактивы
Лонг
01 авг
$52.65
+4.7%
Author discloses an existing long position in HYPE; no new catalyst cited for HYPE specifically — the comparative buyback data implies HYPE is the weaker leg of the pair.
Author discloses an existing long position in HYPE; no new catalyst cited for HYPE specifically — the comparative buyback data implies HYPE is the weaker leg of the pair.
Криптоактивы
Лонг
01 авг
$2.08
-1.0%
Buy LIT — author discloses current long position and highlights Lighter's superior supply buyback rate relative to Hyperliquid as a tokenomics catalyst favoring LIT.
Buy LIT — author discloses current long position and highlights Lighter's superior supply buyback rate relative to Hyperliquid as a tokenomics catalyst favoring LIT.
Криптоактивы
Лонг
14 июл
$0.00
+62.8%
Buy PUMP — $100M token unlock failed to suppress price, signaling large holders are not selling; thesis supported by cash reserves, ongoing profitability, and 50% revenue buyback program. Note: author's fund (dcf cap) seeded PUMP, creating a material conflict of interest.
Buy PUMP — $100M token unlock failed to suppress price, signaling large holders are not selling; thesis supported by cash reserves, ongoing profitability, and 50% revenue buyback program. Note: author's fund (dcf cap) seeded PUMP, creating a material conflict of interest.
Криптоактивы
Лонг
23 июн
$5.03
+24.7%
Buy SBET as a discounted ETH wrapper — stock trades at ~33% below 1x mNAV, implying ETH exposure at ~$1,200 vs spot; recent capital raise at a premium with $8.15 warrant strike creates a structural floor against dilution at current levels.
Buy SBET as a discounted ETH wrapper — stock trades at ~33% below 1x mNAV, implying ETH exposure at ~$1,200 vs spot; recent capital raise at a premium with $8.15 warrant strike creates a structural floor against dilution at current levels.
Крипто-казначейства
Лонг
12 июн
$97.59
+7.5%
Buy GNO — author discloses an active fund position (dcf cap holds GNO) and cites a positive catalyst: team and token holders aligning to direct value accrual to the token, a structural tokenomics improvement.
Buy GNO — author discloses an active fund position (dcf cap holds GNO) and cites a positive catalyst: team and token holders aligning to direct value accrual to the token, a structural tokenomics improvement.
Криптоактивы
Лонг
09 июн
$194.12
-10.6%
Buy $H after exploit-driven selloff: team paused transfers halting exploiter's selling, funding rates turned extremely negative as shorts piled in to front-run the dump — classic short-squeeze setup seen repeatedly in perps markets.
Buy $H after exploit-driven selloff: team paused transfers halting exploiter's selling, funding rates turned extremely negative as shorts piled in to front-run the dump — classic short-squeeze setup seen repeatedly in perps markets.
Казино и досуг
Лонг
02 июн
$82.00
+17.2%
Author discloses that their fund (dcf cap) currently holds a position in MetLife ($MET), implying ongoing conviction in the name.
Author discloses that their fund (dcf cap) currently holds a position in MetLife ($MET), implying ongoing conviction in the name.
Страхование
Лонг
02 июн
$0.09
+1.6%
Buy ENA; Coinbase's decision to invest in the token rather than Ethena equity signals institutional validation of token value accrual, with additional tailwinds from the Clarity Act and ENA DAT not yet trading. Note: speaker is a seed investor in Ethena — significant conflict of interest.
Buy ENA; Coinbase's decision to invest in the token rather than Ethena equity signals institutional validation of token value accrual, with additional tailwinds from the Clarity Act and ENA DAT not yet trading. Note: speaker is a seed investor in Ethena — significant conflict of interest.
Криптоактивы
Лонг
30 апр
$6.25
-42.4%
Author's fund holds INV; the protocol's fixed borrow rate structure on sUSDe LP loops avoids the AAVE-style kink events that can erase a month of yield in a day, making it a capital-efficient, low-drama farming platform.
Author's fund holds INV; the protocol's fixed borrow rate structure on sUSDe LP loops avoids the AAVE-style kink events that can erase a month of yield in a day, making it a capital-efficient, low-drama farming platform.
Рынки капитала
Лонг
13 фев
$119.62
-24.4%
The author expects AAVE to rally based on a confluence of bullish catalysts, including a potential Grayscale ETF and a proposal to direct 100% of revenues to the DAO.
The author expects AAVE to rally based on a confluence of bullish catalysts, including a potential Grayscale ETF and a proposal to direct 100% of revenues to the DAO.
Криптоактивы
Лонг
11 фев
$0.97
-83.3%
A significant price dislocation between the spot asset ($1.25) and the perpetual future ($0.95), combined with a 3000% funding rate for shorts, presents a clear basis trade opportunity by going long the perpetual contract.
A significant price dislocation between the spot asset ($1.25) and the perpetual future ($0.95), combined with a 3000% funding rate for shorts, presents a clear basis trade opportunity by going long the perpetual contract.
Криптоактивы
Показано 15 из 15 коллов · сортировка по упоминаниям
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У dcfgod на Buzzberg отслеживается 15 торговых идей по 15 тикерам с февраля 2026. винрейт 47% по 15 оцененным сигналам, средняя доходность -10.4%. #1017 в рейтинге Buzzberg Alpha. Чаще всего покрывает: ETHFI, DRV, ZRO.
