efficientenzyme (@efficientenzyme) header
efficientenzyme (@efficientenzyme) profile picture

EE's /ES · /ES · swings · crypto Trading the melt-up. Named plays + plans on Substack

Ann Arbor, MI
Joined January 2021
well see how these age 🍻
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Replying to @wefail
Reminds me of scary stories to tell in the dark which has lived in my head now for 30 years. Great stuff
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I started recently adding more $MARA and will enter calls soon (not yet) what you’ll notice quoted here is Mara has been silent until the day the Mara/dxy ratio ticked the low When you begin to understand it’s all a scam it become less emotional. None of the quoted news in this post means anything though it’ll be used to justify something later that was going to happen anyways. Big 1-2 wave loading in a week or so
Vertebrai is a bridge between power being ready and a data center being ready. Proud of the team putting nearly 10 years of MARA's computing experience to work for others with underused power.
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Replying to @B_A_M_S_ @jainkanon
This is my trade I’m gaming with the 79k stopper
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🤌
Genuinely my favorite clip of the whole cycle
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This is a high time frame take on the stock market. Not a commentary on what happens in the next week or month or the next thousand points up/down on the index. American hegemony is close to over. We’re going to trade the carcass via a melt up as they push asset prices higher relative to a weakening USD. Americans are doing poorly taken as a whole. All the countries American exceptionalism believers look down on have better metrics. Notably the only place we lead is internet though also interesting despite tik tok being a Chinese company they won’t allow the same slop they push to our kids. Our country was looted similar to a private equity buyout where they buy the asset drain the pensions and sell the rest off for parts. The top has gotten filthy rich where their capital investments generates more than your entire lineage will ever see and it requires zero production. Our social contract is the 401k. We don’t produce good students, own much modern infrastructure and we are generally less happy BUT the social contract is the line goes up and to the right. This is the American hegemony and we greatly benefit from the world’s contracts being settled in USD. Make no mistake when the dollar finally does capitulate, and it will, there will be a rush to the door to buy cheap money and close those contracts and when that is done the US loses its last advantage. We don’t produce anything of value, our tech advantage disappears the moment china takes Taiwan and we have a hardon for authoritarians so I’m sure the pushback will be minimal. This is the worst time to sell your assets. It’s the only safe haven for money becoming increasingly useless. Since everything unwinds when the usd does squeeze all the leverage in the system will be flushed out and we’ll go into a long sustained depression where the leader for the next 100 years will be decided, but not yet.
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Replying to @melly9821
Heya I’ve been waiting for awhile to buy riot down here so hopefully we’re close
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Replying to @Michaejack37336
I’ve been waiting to get back in riot for awhile Now we can be upset together 🍻
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