Mando✓

Republished

Used to trade against this guy Great trader but would always go all-in for every trade This is exactly why bosses and investors loved him This will be one of the biggest blow ups of a HF this year - everyone knew what they were getting into

Arini is down 26% and the losses are rocking the very high yield market that its star trader Hamza Lemssouguer once dominated. These losses are astronomical and mark an astonishing reversal for a hedge fund that made its mark by being aggressive, leaning in while owning size.

Mourinho would have been a Roman general in a different age

What did Mourinho tell these players😭💀

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto higher, Robinhood sinks, AI rally continues Crypto * BTC: 81,330 (+2%) | BTC.D: 60.1% (+0.1%) * ETH: 2,370 (+3%) | BNB: 750 (+2%) | SOL: 103 (+3%) * Fear & Greed: 50 | 24h Liq: $160M * BTC ETFs: +$176M | ETH ETFs: -$60M * Top Gainers: BTW, PONS, PEPE, STONK, M * ZEC, HYPE lead crypto rally * Hyperliquid whales turn net short on BTC * Sub $80K BTC risks drop to $73K: CryptoQuant * $2.7B of BTC shorts face liquidation at $84K * BTC bear market is behind us: Fidelity * Liquid Network to fully cover 600 BTC hack * Solflare validator halts SOL staking rewards * Robinhood stock slumps 7% on profit miss * Justin Sun holds 2.82% of PEPE supply * US sells seized FTX Anthropic stake * USDC overtakes USDT in EU trading: Kaiko * SEC, CFTC could fill Clarity Act gap: Bessent * Galaxy swings to $323M Q3 profit * Ondo Stocks go live on Robinhood Chain * US again probes Polymarket over 2022 deal * Polymarket adds 5-minute crypto markets * Amplitude breach leaks Coinbase user contacts * S Korea’s Bithumb hit by security breach Macro * NASDAQ: $26,480 (+1%) | Gold: $4,050 (0%) * Tech rally leads US stocks higher * Oil rallies after attack on Saudi refinery * US tells Gulf to prep for new military campaign * Iran operation has cost $47.1B: Pentagon * US treasury buys back $6B debt * US national debt hits $40.5T * Will respect midterms if ‘honest’: Trump * Venezuela could become 51st state: Trump * Israeli exit polls show no clear winner * Putin invites Zelensky to Moscow for talks * Flavio Bolsonaro flees Brazil for the US * Jio Platforms soar after India's biggest IPO * Hackers knock FEC filing system offline * High speed trains collide in Spain AI & Tech * SK Hynix surges on earnings beat * Trump to ban the term 'artificial intelligence' * Google to sell AI chips to OpenAI, Oracle * Google's Genie 4 adds audio, real-time steering * Anthropic begins drug-discovery efforts * Anthropic flags gas supply as a top risk * We hacked Anthropic in 12hrs: Ex-DOGE staff * Microsoft Maia will be 10% of MSFT chip spend * AI server revenue expected at ~$920B in 2027 * Hyperscaler bond issuance up 14X vs 2024 * iPhone Duo breaks after 75,001 folds * Ukraine violated Starlink service terms: Elon * Robotaxis in Miami 'coming soon’: Elon @YEET: Crypto's Casino Just passed $3.6B in lifetime volume! Pionex: World’s Leading Bot Trading Platform gm

RT @yeet: Did you catch the Gamba & Diego limbo sesh last night?

still come back to this - open interest seems high for a large move either direction Fed decision could help today but i would be wary having big positions before mid-terms

just think this mkt is gonna be very rangebound until midterms bulls/bears both very loud atm and it's like everyone expects something very crazy to happen...but quite clearly there are deep bids for risk not too far below where we are, and also quite clearly any meaningful rally in stocks/crypto is capped by midterms/anthropic ipo/quantum+ai resistance stuff i think we just stay in a range for a while until midterms and i think we rally after midterms coz mkts just want some certainty staying on CT for so long will make ur brain feel like there is a 20-30% move on the horizon every day for stocks/crypto when the reality is that is always a pretty low probability event

RT @ArtCbet: I hit a 2500x on Gates of Olympus 2500 while it spun in the background of my stream!

RT @ShadooowOnX: Mando explains how his breakout trading strategy allows him to be wrong more often than he's right by cutting small losses and letting his biggest winners run “I have a pretty consistent way which I trade, which is basically trying to find things which are breaking out and then do trades around that” “I can afford to be wrong more than I'm right with that strategy, even without the GridBots. But generally what I'm looking for is trades where the winners have run a lot more than the losers, and I just cut the losers” “I cut lots and lots and lots of losers for small amounts and just have some big winners” “It was just huge wins versus tons and tons of smaller trades, small losses. So it's about keeping your real winners and then cutting a lot of the smaller trades”

RT @ShadooowOnX: Mando says 90% of traders are good at finding entries but struggle to exit their positions, explaining why having a clear exit rule is incredibly important “I think again, a lot of people get good at getting into trades, they're very bad at getting out of them” “I would say that's 90% of traders, like genuinely. Often people are very good identifying a move and then they have no rule for getting out” “The rule for getting out is some form of like, ‘I'll just cut it.’ And often that's like when they're down from all-time high by X amount, or like they're at a loss” “So having a rule for getting out, I think, is like incredibly important”

RT @Jackkk: Mando partially agrees with Chamath's concerns about Bitcoin being hacked by quantum computing and believes it could hold Bitcoin back from reaching $200,000 or $500,000 “I do think that Chamath's comments, they are true to an extent” “Whether you believe quantum's going to happen or not, I think it caps Bitcoin's rise” “People are a little bit scared about Bitcoin. Could Bitcoin go to like $200K or $500K? I think this needs to be resolved first” “You need institutions to be like, okay this is fixed” “It feels as though with all the other hacks that have been going on, whenever that happens, everyone gets worried about crypto”

if you don't understand the yield, you are the yield

Cousin Crypto can't believe the top traders on @Pumpfun are still green in this market. 😂

RT @yeetsportsbook: Kawhi Leonard’s knee 2 games into the season

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto stable, Anthropic files S-1, AI stocks rally Crypto * BTC: 79,940 (0%) | BTC.D: 60.0% (-0.1%) * ETH: 2,320 (0%) | BNB: 740 (0%) | SOL: 100 (-1%) * Fear & Greed: 47 | 24h Liq: $142M * BTC ETFs: +$110M | ETH ETFs: -$89M * Top Gainers: TAG, VEREM, CAP, Q, HASH * BTC accumulation phase ongoing: Galaxy * Keystone to destroy 18,835 wallets after breach * Strategy buys $205M STRC but no BTC * MARA sends $80M BTC to BitGo * Zcash considers redirecting 8% block rewards * Kraken parent to deploy CFTC-regulated HIP-3 * CFTC drafts crypto exchange registration rules * Ripple wins final OCC approval for trust bank * Robinhood to report earnings today * OCC urges community banks to issue stables * AI agents threaten 20% Circle revenue: Mizuho * CZ rings Nasdaq bell for BNB Standard * 26 firms now oppose stocks tokenisation * NBA names Kalshi, Polymarket official partners * Bitchat tops France's App Store social chart * Canada opens consultation stablecoin rules * HK Gold Exchange taps Chainlink for XGZ * MEXC lacks MiCA licence, exits Netherlands * Binance files for Brazil license Macro * NASDAQ: $26,170 (+1%) | Gold: $4,010 (0%) * Tech leads US stocks higher * Odds of Fed hold decision hit 91% * Russia ramps up diesel output after US deal * Iran signals flexibility on Hormuz deal * Iran discusses internally on ending war * Iran, Mecca pact nations to continue talks * US gas prices now above Biden-era average * DoJ charges Comey again over defence info * Trump calls Brazil's election 'rigged' * Brazil stocks suffer worst day since 2020 * Ukraine needs $129B aid for 2027: Zelenskyy * Eisenkot leads election odds in Israel * China injects CNY 1T via reverse repos * China stocks on longest losing streak ever * China's STAR50 plunges 40% in four months * China property investment down 21% y/y * US maps path for new Venezuela election * Dutch gov to cut 25k jobs in AI led overhaul * France offers $4.5B to end student protests AI & Tech * Anthropic files S-1, stats impressive * AI stocks rally post Anthropic S-1 * Anthropic to pay Elon's AI firm up to $120.5B * OpenAI launches GPT-6.1 Terra * OpenAI claims three new science discoveries * Meta writes its own rules for AI agents * Meta to raise up to $95b equity for AI capex * Nvidia to invest $3B in Meta * Microsoft offers buyouts to 60K staff * Nebius secures $3.5B Citi facility for GPUs * Unitree stock jumps on robot-brain AI bets * Elvis’ music owners sue Anthropic * DoorDash in advanced talks to buy Instacart * Instagram to allow 90-minute videos * Tesla Robotaxi area tops Waymo in 3 cities * Starlink Mobile carrier ready in 2-3yrs: Elon @YEET: Crypto's Casino Just passed $3.6B in lifetime volume! Pionex: World’s Leading Bot Trading Platform gm

RT @JoeyMoose: $50,000 YEET stream. I am back. Respectfully.

RT @yeetsportsbook: Results for the 2026 Ballon d’Or have been leaked

🟥 Things I'm looking at today 🟥 Powered by @yeet Subscribe: Crypto pulls back, Keystone hacked, Trump cancels Iran strikes Crypto * BTC: 80,268 (0%) | BTC.D: 60.1% (-0.1%) * ETH: 2,320 (-1%) | BNB: 742 (0%) | SOL: 102 (+1% * Fear & Greed: 51 | 24h Liq: $162M * BTC ETFs: -$138M | ETH ETFs: +$4M * Top Gainers: QNT, BEAM, CHIP, STONK, BR * BTC hit 5-week low, before pullback * Keystone hacked, customer data leaked * Foundation warns Passport users of breach * Pentagon runs classified BTC plans: Hegseth * 55% of BTC ownership still unknown: Galaxy * BTC, Gold are 2026's worst performing assets * FT plans stock ETFs that reinvest divs in BTC * Strive buys $511M BTC * BitMine buys $24M ETH * Over 36% ETH now staked, all time high * Hayes closes out all discretionary positions * ENA rallies despite Hayes' $2.7M sale * ‘Trench index’ continues to trend lower * Pumpfun leads meme chains in 30d revenue * Kraken removed XMR’s weird KYC requests * BNB Chain releases new L1 plan * Hyperliquid needs KYC in US: CME CEO * 22 firms objected to share tokenization * Kalshi, Polymarket weekly volume hits ATH * Initia halts L1 after security incident * CoinDCX admits $15.99M hack after denial * Digital euro gives Europe control: ECB * HK names Solana Co. a strategic enterprise Macro * NASDAQ: $25,960 (0%) | Gold: $4,020 (+1%) * This Week: FOMC, PCE, Q3 GDP data * Futures higher, after Trump cancels Iran strikes * Russia ready to send unlimited diesel to US * Houthis target Saudi’s West oil pipeline * Pentagon preps bases for 90-day blackout * Brazil stocks crash, on surprise Lula win * Bolsonaro seeks ‘annulment’ of results * French 10yr yields hit highest since 2002 * Le Pen launches presidential campaign * EU gas price hits 4 year high * EU plans to hit China with more curbs * Chinese cars overtake Japan's in Europe * Machado returns to Venezuela after exile * Vucic concedes defeat in Serbia election AI & Tech * OpenAI built fake internet to test agents * AI agents tried to stop oversight: OpenAI * Claude accessed Georgia voter data * Block unveils Dessa speech-to-speech AI * GrokBot demand skyrocketing: Nvidia CEO * Grok unveils first episode of 'Odyssey' * Most AI neoclouds will collapse: Elon * SpaceX doesnt plan to buy neoclouds: Elon * SpaceX closes $40B debt deal for AI chips * USAF, SpaceX drop survival kit from orbit * Google allows Gmail, Photos data use for ads * AWS capacity largely sold out through 2027 * Apollo sees no sign of AI productivity boom * AI race puts $3.5T at impairment risk: Gartner * Pennsylvania to require labels on AI ads * Reddit's r/opensource bans AI-made projects * Kentucky eyes US’ biggest nuclear plant * Instacart rallies as the company explores a sale * Sweden blocks ChatGPT, Claude on gov PCs * SoftBank plans $50B tech push in Malaysia @YEET: Crypto's Casino Just passed $3.6B in lifetime volume! Pionex: World’s Leading Bot Trading Platform gm

Monday is going to be great

Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

honestly i kinda like this thesis

RT @yeet: Big moments of the week

RT @yeetsportsbook: Manchester United fans don’t complain anymore. They just look at you like this

RT @Bucciboss: Mando says 90% of crypto traders know how to enter a trade, but have no clue when to get out. “People get good at getting into trades that are very bad at getting out of them.” “90% of traders, genuinely.” “People are very good at identifying a move, and they have no rule for getting out.” “Having a rule for getting out, I think, is incredibly important.” W/ @rektmando x @Tyler_Did_It