Gotta admit have not a clue what’s going on with the market, across the board.

stocks collapsing,
energies collapsing,
commodities collapsing,
even my BTC bids looks risky…

chances are if you didn’t lose money this year, you’re the top 10%. Too many ppl got slaughtered 💀 coz they can’t sit on their hands, or maybe this is their first bear encounter. 😼🐻

if you’re on +EV , congratulations, that likely puts you in the top percentile. Power! 👏🏻👏🏻

I guess my only long bets for now are $BTC longterm hodl + $TLT + Cash $USD. (Dyor!)

might also join some commodities/metals shorts; boat already left the port tho, tough chase 🤨

#markets
#thoughts 💭