@DarioCpx interesting, looks like most of the open interest is in the April and June curves, which is smart, keep your short out longer than the suspension so you have time to cover even after the ban lifts but yeah, their curve is now in backwardation so it's physical vs futures https://t.co/M6rGvtzw4y
Original source ↗  |  February 05, 2026 at 18:29 UTC  |  Twitter - @abcampbell

IDEA 1 TICKER: $SLV DIRECTION: short THESIS: Historical analysis suggests that $SLV, after 20% corrections from ATHs and major tops, tends to experience deep and long declines. SPEAKER: @markminervini TIMEFRAME: long-term

IDEA 2 TICKER: Crude Oil (or related ETFs like $USO, $WTI) DIRECTION: short THESIS: A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices. SPEAKER: @burggrabenh TIMEFRAME: medium-term

IDEA 3 TICKER: XLP (Stap

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