IncomeSharks

$AAVE - Feels good getting back to looking at crypto again. Liking the OBV setup, price close to the diagonal, with some volume coming in. It's not up only arrow season yet, still squiggle season but I think $130 to $140 on the table.

China controls almost 95 to 99% of the global yttrium supply. In 2025 they put restrictions on it and created a big shortage for the US. Yttrium is used in aerospace alloys, defense applications, semiconductors, lasers, and ceramics. $USAR to $30 to $50 in 1 to 2 years.

$TSLA - Pretty simple plan in hindsight, hard part is having the patience, discipline, and confidence to execute.

$AGNG - A long term boring ETF but if there's one absolute it's that there's a large aging population and the silver Tsunami is coming.

Q1 was objectively one of the more difficult quarters to trade.

Midterm years are the most volatile because the markets start becoming hyper focused on headlines. Average drawdowns of 15 to 20% are typical. Same reason at some point we'll probably see talks of recession touch 60 or 70% on Polymarket even without getting one.

The previous correlations between assets and hedges appears broken. We somehow get $DXY down, inflation up, precious metals down, stocks down, but then Bitcoin up. Which is something crypto holders might have been waiting for, enough confusion where suddenly crypto makes sense.

Have a feeling Monday finds its way down into the gap that was created.

X is the only social media I have so I do apologize for those that follow that want charts and trades not my dumb takes on things. It's my outlet for hip firing ideas and opinions with zero filter. You can ignore or argue back if you need to vent, I don't block anyone.