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A
Anne Walsh
5.0
★★★★★
Posted today
Head of New Products, Coinbase
·
tracked since Apr 2026
Standard
Beta
Follow
Ideas
5
Long / short
5 L
/
0 S
Win rate
-
Tracked posts
3
0.21/day
Avg return
-
Long return
-
Short return
-
New ideas
5
last 30d
Most mentioned
TV import
XLK
×1
USO
×1
AAXJ
×1
BNO
×1
PAVE
×1
US Equities (S&P 500)
×1
US 10-year Treasury
×1
Best trades
Loading live returns
Worst trades
Loading live returns
Pick return distribution
Live distribution of all picks with entry price. Right tail = home runs.
0
0
0
0
0
0
0
< -30%
-30/-10
-10/0
0/+20
+20/+50
+50/+100
> +100%
Bucket
Bottom 10%
-
Median
-
Top 10%
-
Average returns
first-opened thesis horizon: return + win-rate
7 days
3 eval.
+1.1%
L
+1.1%
S
-
Win rate
100%
30 days
0 eval.
-
L
-
S
-
Win rate
-
90 days
0 eval.
-
L
-
S
-
Win rate
-
Computed from the first opened position per ticker/side.
180d ready when data exists
Positions
5
Timeline
Themes
4
Result
All
Winners
Losers
Theme
All
Energy
AI/Semi
Macro
Other
Stance
All
Long
Short
TV import
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
BNO
Long
Energy
$60.20
-
Oil elevated around $100 for three months
May 04
1
YOUTUBE
USO
Long
Energy
$147.20
-
Oil elevated ~$100 then declines to $80
May 04
1
YOUTUBE
XLK
Long
AI/Semi
$154.69
-
AI is a long-term tailwind for tech.
Apr 21
1
YOUTUBE
AAXJ
Long
Macro
$107.55
-
Asia equities and real assets are opportunities.
Apr 21
1
YOUTUBE
PAVE
Long
Other
$55.24
-
Asia equities and real assets are opportunities.
Apr 21
1
YOUTUBE
Showing
5
of 5 picks
Energy
2
40% exposure
BNO, USO
AI/Semi
1
20% exposure
XLK
Macro
1
20% exposure
AAXJ
Other
1
20% exposure
PAVE
Ticker posts
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