#160
Alpha Score 78.9
Mark Zolan
CEO, Go Mining
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 13
$79539.90
-18.2%
Solving Bitcoin's payment problem on the base layer increases its utility as a medium of exchange, which will unlock significant additional value within the Bitcoin ecosystem by increasing the velocity of money, shifting Bitcoin from a pure store of value to a functional currency.
Crypto
Long
Apr 22
$23.60
+1.4%
Chinese bonds, particularly on the short end, are attractive because the PBOC has successfully stabilized the currency, attracting significant inflows that typically go to the bond market. China's ambition to develop its fixed income market and attract reserve managers is working, creating a stable and attractive environment for bond investment.
Macro
Long
Apr 22
$487.48
+118.6%
Equity traders can focus on AI, chips, and the memory sector because bond yields and energy prices are in a predictable and stable range, allowing them to concentrate on these areas with strong narratives and projected forward earnings, which are sufficient to cover potential disruptions.
AI/Semi
Long
Apr 22
$476.83
+31.4%
Equity traders can focus on AI, chips, and the memory sector because bond yields and energy prices are in a predictable and stable range, allowing them to concentrate on these areas with strong narratives and projected forward earnings, which are sufficient to cover potential disruptions.
AI/Semi
Long
Apr 22
$158.09
+22.2%
Equity traders can focus on AI, chips, and the memory sector because bond yields and energy prices are in a predictable and stable range, allowing them to concentrate on these areas with strong narratives and projected forward earnings, which are sufficient to cover potential disruptions.
AI/Semi
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