goodalexander 5.0 83 ideas

After 1 day
46%winrate
-0.7% avg
30W / 35L · 65/75 ideas
After 1 week
63%winrate
+0.5% avg
37W / 22L · 59/75 ideas
After 1 month
55%winrate
+2.8% avg
22W / 18L · 40/75 ideas
22 winning  /  18 losing  ·  40 positions (30d)
Net: +2.8%
Recent positions
TickerDirEntryP&LDate
STRC LONG $100.00 Apr 14
MSTR LONG $138.83 Apr 14
SPY SHORT $680.65 Apr 13
BTC LONG $73595.20 Apr 11
BTC LONG $73488.00 Apr 11
ETH LONG $2301.56 Apr 11
BTC LONG $72089.80 Apr 10
ETH LONG $2214.71 Apr 10
XMR LONG $348.54 Apr 10
TAO LONG $288.38 Apr 10
SPY SHORT $679.28 Apr 10
BTC LONG $71733.80 Apr 10
PLTR LONG $154.87 Apr 08
ETH LONG $2024.45 Mar 30
SPY SHORT $653.28 Mar 22
USO LONG $122.05 Mar 20
MSFT LONG $389.59 Mar 19
XRP LONG $1.53 Mar 17
XRP LONG $1.53 Mar 17
XRP LONG $1.53 Mar 17
By sector
Crypto
27 ideas -4.4%
ETF
27 ideas +1.1%
Stock
24 ideas +5.9%
private
3 ideas
Commodity
1 ideas +27.7%
currency
1 ideas -1.3%
Top tickers (by frequency)
BTC 11 ideas
20% W -8.4%
SPY 8 ideas
33% W -0.7%
NET 6 ideas
100% W +19.4%
ETH 6 ideas
0% W -0.9%
PLTR 4 ideas
100% W +9.7%
Best and worst calls
The tweet suggests MicroStrategy and Sarcos Technology are the new 60/40 portfolio, implying a bullish shift from traditional bonds to these specific tech and robotics holdings.
MSTR STRC Apr 14, 17:11
April 14, 2026 at 17:11
Avoid Hyperliquid at current levels as a $41 billion fully diluted valuation for a crypto exchange represents extreme overvaluation and unwarranted hype.
HYPE HIGH Apr 13, 16:55
"you're buying a crypto exchange at a $41 billion FDV not curing cancer man chill"
𝕏 @goodalexander ⏲ medium-term Source ↗
April 13, 2026 at 16:55
Short the S&P 500 via SPY based on the speaker's macro pessimism and bearish conviction on the overall equity market, though specific catalysts are implied rather than stated.
SPY MED Apr 13, 01:59
"I think stocks are going much lower"
𝕏 @goodalexander ⏲ medium-term Source ↗
April 13, 2026 at 01:59
Long select, severely distressed crypto tokens where the project shows signs of fundamental health (active founder, active GitHub), betting on a significant recovery rally before a future market downturn.
BTC MED Apr 11, 19:15
"I actually think relatively disgusting amounts of money to be made before the inevitable collapse in 2028"
𝕏 @goodalexander ⏲ medium-term Source ↗
April 11, 2026 at 19:15
Favor long spot crypto positions over leveraged equity portfolios due to a perceived superior counterparty risk profile and expected capital flight from traditional markets.
ETH BTC HIGH Apr 11, 18:57
"I like the counterparty risk profile of crypto a lot more than leveraged equities at least as long as there’s predictable capital flight from g10 and China"
𝕏 @goodalexander ⏲ medium-term Source ↗
April 11, 2026 at 18:57
The user expresses a bullish outlook on major cryptocurrencies, indicating positive sentiment for the digital asset market.
ETH BTC Apr 10, 11:59
April 10, 2026 at 11:59
Long Monero (XMR) due to anticipated demand from privacy needs related to CBDCs and adoption by sanctioned nations.
XMR HIGH Apr 10, 03:17
"I am long XMR bc of methodrone and incoming CBDCs and adoption by sanctioned regimes (Iran)."
𝕏 @goodalexander ⏲ long-term Source ↗
April 10, 2026 at 03:17
If TAO subnets leave, the resulting reduction in TAO selling pressure could drive the price higher.
TAO MED Apr 10, 01:28
"You could make a credible argument that shutting down all subnets would be bullish"
𝕏 @goodalexander ⏲ medium-term Source ↗
April 10, 2026 at 01:28
Short equities because the government will prioritize fiscal spending (funded by bondholders) over supporting equity markets, leading to shareholder dilution or neglect.
SPY HIGH Apr 10, 00:19
"If push comes to shove the govt will rug shareholders to keep spending."
𝕏 @goodalexander ⏲ medium-term Source ↗
April 10, 2026 at 00:19
The author is structurally long crypto, arguing fiat currency is debased, gold is non-functional in a crisis, and the technological economy necessitates a shift toward digital assets.
BTC HIGH Apr 10, 00:16
"Crypto market cap will go to $10T"
𝕏 @goodalexander ⏲ long-term Source ↗
April 10, 2026 at 00:16
The author implies Palantir's strategic value and growth will increase due to its role in high-stakes geopolitical operations, suggesting a bullish outlook on government and defense contracts.
PLTR MED Apr 08, 05:24
"the guy who gets out of the permanent underclass is the Palantirian who took out Maduro with top secret security clearance and Mythos access"
𝕏 @goodalexander ⏲ medium-term Source ↗
April 08, 2026 at 05:24
Long Ethereum as a significant price decline to $2k represents a much more attractive entry point for buyers who were already bullish at $4k.
ETH HIGH Mar 30, 20:55
"if you like it at $4k you gotta love it at $2k"
𝕏 @goodalexander ⏲ medium-term Source ↗
March 30, 2026 at 20:55
goodalexander | 83 trade ideas tracked | BTC, SPY, NET, ETH, PLTR | Twitter | Buzzberg