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dcfgod 5.0 9 ideas

After 1 day
N/A
8/15 min ideas
After 1 week
N/A
8/15 min ideas
After 1 month
N/A
8/15 min ideas
5 winning  /  3 losing  ·  8 positions (30d)
Net: +4.2%
By sector
Crypto
7 ideas +4.0%
sector
1 ideas
Stock
1 ideas +5.7%
Top tickers (by frequency)
ZRO 3 ideas
100% W +18.5%
ETH 1 ideas
100% W +16.7%
BTC 1 ideas
0% W -9.8%
SONY 1 ideas
100% W +5.7%
BERA 1 ideas
0% W -31.3%
Best and worst calls
Best calls
ZRO LONG +19.5%
The author presents a strong bullish case for ZRO, citing a confluence of strategic buyers, a favorable valuation relati...
Feb 10
ETH LONG +16.7%
The author is bullish on Ethereum based on the view that it is fundamentally superior to Bitcoin, whose mining model is ...
Feb 23
SONY SHORT +5.7%
The author is bearish on the virtual reality sector, citing specific product failures like the clunky PSVR, suggesting t...
Feb 21
Worst calls
BERA LONG -31.3%
A significant price dislocation between the spot asset ($1.25) and the perpetual future ($0.95), combined with a 3000% f...
Feb 11
BTC SHORT -9.8%
The author is bearish on Bitcoin, arguing its proof-of-work mining process is a fundamental flaw, making it an inferior ...
Feb 23
AAVE LONG -2.8%
The author expects AAVE to rally based on a confluence of bullish catalysts, including a potential Grayscale ETF and a p...
Feb 13
The author is bullish on Ethereum based on the view that it is fundamentally superior to Bitcoin, whose mining model is described as wasteful.
ETH MED Feb 23, 03:55
"the best bitcoin is ethereum"
𝕏 @dcfgod ⏲ long-term Source ↗
February 23, 2026 at 03:55
𝕏 @dcfgod
The author is bearish on Bitcoin, arguing its proof-of-work mining process is a fundamental flaw, making it an inferior asset.
BTC MED Feb 23, 03:55
"mining is a waste of money, time, and energy"
𝕏 @dcfgod ⏲ long-term Source ↗
February 23, 2026 at 03:55
𝕏 @dcfgod
The author is bearish on the virtual reality sector, citing specific product failures like the clunky PSVR, suggesting the technology is failing to meet expectations and will likely lead to commercial underperformance for key players.
SONY MED Feb 21, 02:13
"Biggest tech disappointment for me has to be VR"
𝕏 @dcfgod ⏲ medium-term Source ↗
February 21, 2026 at 02:13
𝕏 @dcfgod
The author is bullish on the ZRO token, using crypto-native slang ("Soda water mode") to suggest upward price action and disclosing that their fund holds a position.
ZRO MED Feb 20, 15:59
"ZRO is anything but zero"
𝕏 @dcfgod ⏲ medium-term Source ↗
February 20, 2026 at 15:59
𝕏 @dcfgod
The author believes this crypto application will appreciate in value as it is the leading consumer app on the Base blockchain and aligns with a "traders meet retail" narrative.
BEEZIE HIGH Feb 19, 22:35
"Beezie is the #1 consumer app on base and perfectly fits their new narrative of traders meet retail"
𝕏 @dcfgod ⏲ medium-term Source ↗
February 19, 2026 at 22:35
𝕏 @dcfgod
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.
AAVE HIGH Feb 13, 21:52
"Just need the labs ask to be more reasonable and we’re off"
𝕏 @dcfgod ⏲ medium-term Source ↗
February 13, 2026 at 21:52
𝕏 @dcfgod
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.
BERA MED Feb 11, 22:44
"Insanity the perp is completely broken"
𝕏 @dcfgod ⏲ short-term Source ↗
February 11, 2026 at 22:44
𝕏 @dcfgod
The author is buying ZRO, believing that institutional buying from firms like Citadel and Ark is a strong bullish signal that negates the typical "sell the news" pattern.
ZRO HIGH Feb 10, 21:43
"Sell the news people are wrong on this one, we're adding"
𝕏 @dcfgod ⏲ medium-term Source ↗
February 10, 2026 at 21:43
𝕏 @dcfgod
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.
ZRO HIGH Feb 10, 17:33
"This + a16z buys + recent zro foundation buys + price still being below last raise + clear winner of their space with no competition even close"
𝕏 @dcfgod ⏲ medium-term Source ↗
February 10, 2026 at 17:33
𝕏 @dcfgod
dcfgod | 9 trade ideas tracked | ZRO, ETH, BTC, SONY, BERA | Twitter | Buzzberg