$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.