Retail Trader Life With Molesy – Smac Talk | Crypto, Markets, Tech

Retail Trader Life With Molesy – Smac Talk | Crypto, Markets, Tech — Transcript

Market views

Bullish

AAPL— Early recognition of Apple as a beautiful product with strong consumer appeal, leading to conviction that it would be a winning investment during Steve Jobs' return.
TSLA— Early bullish thesis on Tesla based on simple observation and gut feeling, despite pushback from traditional investment advisors.
BTC— Strong conviction Bitcoin buy during COVID crash at $3k, leveraged long position that rode to $50k. Believes Bitcoin has bottomed and will make new all-time highs.
ETH— Believes ETH will outpace Bitcoin, viewing it as a store of value with yield that could attract real estate capital on-chain. ETH staking ETF distributions starting in June could create flywheel effects.
SOL— Was super bullish on Solana, bought at $20 and rode it significantly higher. Sees Solana as an execution layer for consumer apps.
COIN— High conviction long-term options trade on Coinbase that performed very well, part of a barbell strategy with Solana.
RIVN— Rivian is Molesy's biggest position with 30,000 shares. Believes in the company based on simple product quality thesis similar to his Apple and Tesla calls.
HYPE— Bought Hyperliquid at $20 and sold at $40 for a successful trade. Views Hyperliquid as a global risk expression layer.
CRYPTO— Strong structural belief that money will come on-chain due to better payment rails and system efficiency, despite current market despair.

Not investment advice.