Around 70-72k will provide a high R/R opportunity to long if/when we get it. It's a level with significant importance, on par with 100k. Held as resistance for 8 months until we breached through it on Trump's election win.
Original source ↗  |  January 31, 2026 at 17:20 UTC  |  Twitter - @humacapital

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: General Market / Risk Assets DIRECTION: Long THESIS: Buying into a market downturn on option expiry day, anticipating a rebound as "weak hands" are flushed out and the market is "short gamma." The speaker intends to add more if conditions allow. SPEAKER: @abcampbell TIMEFRAME: Short-term

IDEA 2 TICKER: General Market / Risk Assets DIRECTION: Avoid (immediate long entry) THESIS: Despite long-term bullish macro drivers, the market is experiencing a significant downturn ("nuke"), making it prudent to wait for a clear bottom to form before initiating new long positions. SPEAKER: @plur_daddy TIMEFRAME: Short-term / Medium-term

IDEA 3 TICKER: Silver ($SLV) DIRECTION: Long THESIS: Initiating a long position in silver, expecting a 10% bounce after a sharp decline, possibly exacerbated by speculative trading. SPEAKER: @krugermacro TIMEFRAME: Short-term

IDEA 4 TICKER: Silver ($SLV) DIRECTION: Long THESIS: Increasing long exposure to silver (or $SLV) after a significant 33% price drop, suggesting it is oversold and due for a rebound. SPEAKER: @abcampbell TIMEFRAME: Short-term to medium-term

IDEA 5 TICKER: General Market / Risk Assets DIRECTION: Long THESIS: Considering further increasing long exposure at the close, anticipating a potential rebound due to market participants still being "short gamma" after a downturn. SPEAKER: @abcampbell TIMEFRAME: Short-term

IDEA 6 TICKER: European Natural Gas (e.g., TTF futures) DIRECTION: Long THESIS: A predicted significant temperature drop in Northwest Europe could lead to critically tight natural gas storage levels by the end of February, suggesting upward pressure on prices. SPEAKER: @burggrabenh TIMEFRAME: Short-term to medium-term

IDEA 7 TICKER: Bitcoin

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