Random Rambling #11 More crypto nukes

1. I thought last month crypto bottomed (BTC) and then I took a loss as it dipped to 81k. Now holding strong around 90-91k zone and I have been trading the ranges, but still not clear on where is it going. I think the 81k was defended quite well and the zone at 80-85k is a strong buy, but I can't get a read right now. It "probably" trades sideways with an upward drift slowly would be my guess, but keep stops in place. I won't short this anymore. I do have some reasons to believe that for now, we saw the worst which I won't go into.

2. The Gold one was really good. I plan to hold it and add Silver on Dec 1st open.

3. S&P 7000 still in play for Dec and Q126.

4. India all time highs, proving me wrong. Fair play, the GDP numbers should add to the momentum though I would love to see more nominal growth. I will talk more about this when I do my 2026 outlook. For now, it is a bullish play. I have no views about other markets right now.

5. To recap other stuff:

   1. got 10 pull ups in a row. Target is 15. Getting harder.

   2. Community Notes is a GOATED Twiiter feature.

   3. Read the Mike Green piece which is making waves around on Finance twitter. I think the dunking missed the point, it is a good article summarising the issues young people face. There is no straight one solution though, that I know of. But a good read

   4. Can someone teach Real Madrid how to play ball pls? Defend with passion

   5. from twiiter: "If you blame someone else for losses on positions you took based on their research It means: You have dogshit risk management skills You can’t size positions to save your life You don’t do due diligence on research This is markets. You’re a fucking retard"

   6. Racism: My advice: Succeed. Our ancestors endured centuries of oppression, slavery, sexual assault, murder, genocide, robbery, anything else imaginable. Got you the freedom you have in your land, despite its flaws. You'd let a pathetic lowlife get to you? Have some courage. Work. Succeed. Brace yourselves & prepare for future wars. They are coming. Jihadis, Chinese, both together. You owe it to yourselves & your children.

   7. Burry launching a paid substack was funny. I do wish him well though.

   8. Dichotomy of ageing: Strangers outside work ask me if I am a student. Strangers at work assume I am older than I am?

   9. Soon, you will see enemy states sponsoring native citizens of target states with money to tweet propaganda. Probably already have. The fight just, changed. You have plenty of enemies within already. If I was in charge of education I'd introduce propaganda education in schools at a young age. Teach kids about the info war they will face. Probably good policy

   10. from Citrini: "we are in an era of rolling bubbles. the entire market may not be, but at any one point there’s a few of them. for a while, staples were in a bubble - that unwound without issue. now, more classic/familiar bubbles have emerged in speculative areas like nuclear, DATs, bitcoin miners pivoting to AI etc. that unwinding is seemingly getting a lot of attention, because it’s so popular with retail. at the same time, many sectors and leading companies are trading at very reasonable valuations. sub-bubbles popping while the overall trend remains intact is still my general thesis."

   11. Ideas like Inheritance and Wealth taxes are so retarded that anyone who even entertains them should never have a economics or political job. Or any job since they don't have thinking capacities. Belong in the asylum