Profiting off bearish projects since 2017
Cayman Islands
Joined June 2024
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Short Everything Capital retweeted
Tech Stocks in Bear Market Territory:
1. AppLovin, $APP: -65%
2. CoreWeave, $CRWV: -57%
3. Coinbase, $COIN: -56%
4. Western Digital, $WDC: -52%
5. Oracle, $ORCL: -50%
6. Arm Holdings, $ARM: -49%
7. Circle, $CRCL: -44%
8. Sandisk, $SNDK: -42%
9. Robinhood, $HOOD: -40%
10. Seagate, $STX: -39%
11. ServiceNow, $NOW: -37%
12. Super Micro Computer, $SMCI: -35%
13. Intel, $INTC: -35%
14. Adobe, $ADBE: -34%
15. Broadcom, $AVGO: -31%
16. Marvell Technology, $MRVL: -30%
17. Alphabet, $GOOGL: -28%
18. IBM, $IBM: -25%
19. Micron, $MU: -24%
20. Meta, $META: -22%
We are in a "stealth" bear market.
Read our analysis below.
Imagining @SecScottBessent panicking tonight thinking about the shitshow on his doorstep. Good luck Scott, there’s no escaping this inevitable crash
Futures are blood red
😂 I told you. Short. Everything. Capital.
JUST IN: Google $GOOGL crashes over 7% after reporting $127.58 billion in revenue for Q3 2026, missing expectations.
Holy cow, $LINK must be $240 by now, huge news for the token. Right marines?
The DTCC Tokenization Service is now live, and this is only the beginning.
Explore the service: brnw.ch/21x6JeP
Short Everything Capital retweeted
You are so full of shit, respectfully. The token is WORTHLESS. It’s $11 after being in business a decade. They walked back every promise to stakers, they never paid GMX fees, they never added price feeds or additional services to their staking mechanism. The token just keeps getting dumped quarterly for Sergey’s fat pockets. This has been going on for a decade. You have no idea what you’re talking about.
Institutions have said out loud they prefer fiat payments. Nothing gets sent to token holders. CCIP has been live for years and the fees keep getting smaller and smaller. The token is down 80% from all-time high, while the rest of crypto exploded. All these integrations have added zero to the token’s value.
Stop lying. The truth is “onchain”, so you’re not fooling anyone carrying water for these demons
Vibe researching certainly would make my job easier, yet I still do it the old fashioned way. I’ve been covering crypto professionally since 2020. I have a fundamental framework I use to value cryptocurrencies, which was applied here. It centers on the competitive angles, risks, and tokenomics. Had calls with the team at Chainlink to address areas where i found gaps in process.
I also think we fairly addressed the issue you bring up:
LINK holders do not receive direct cash flows, so revenue growth may not translate directly into LINK appreciation.
This is a common risk of many cryptocurrencies.
Our base case was demand for chainlink grows in-line with the broader crypto market. 2020/2021 will always be an overhang in the short term for many cryptocurrencies because the price rises were based on no fundamentals whatsoever. With institutions starting to use blockchains, fundamentals matter more going forward.
Short Everything Capital retweeted
Confirmation from Schwabs head of crypto research that Link's only thesis is the reserve.
In other words, you have to pray that the foundation (who wrecked you for years) decides to toss some cash in from their offchain business that you have no legal right to.
Should end well
Short Everything Capital retweeted
Men have gained essentially no jobs since Trump took office.
Since December 2024, the US has added about 760,000 jobs, and nearly all of them went to women, per government payroll data
You are so full of shit, respectfully. The token is WORTHLESS. It’s $11 after being in business a decade. They walked back every promise to stakers, they never paid GMX fees, they never added price feeds or additional services to their staking mechanism. The token just keeps getting dumped quarterly for Sergey’s fat pockets. This has been going on for a decade. You have no idea what you’re talking about.
Institutions have said out loud they prefer fiat payments. Nothing gets sent to token holders. CCIP has been live for years and the fees keep getting smaller and smaller. The token is down 80% from all-time high, while the rest of crypto exploded. All these integrations have added zero to the token’s value.
Stop lying. The truth is “onchain”, so you’re not fooling anyone carrying water for these demons
Vibe researching certainly would make my job easier, yet I still do it the old fashioned way. I’ve been covering crypto professionally since 2020. I have a fundamental framework I use to value cryptocurrencies, which was applied here. It centers on the competitive angles, risks, and tokenomics. Had calls with the team at Chainlink to address areas where i found gaps in process.
I also think we fairly addressed the issue you bring up:
LINK holders do not receive direct cash flows, so revenue growth may not translate directly into LINK appreciation.
This is a common risk of many cryptocurrencies.
Our base case was demand for chainlink grows in-line with the broader crypto market. 2020/2021 will always be an overhang in the short term for many cryptocurrencies because the price rises were based on no fundamentals whatsoever. With institutions starting to use blockchains, fundamentals matter more going forward.
“I’ve been covering crypto professionally” LMAO
This is yet another reason $LINK will never win. Notice nobody wealthy ever says they believe in Chainlink? Just literal who’s everywhere. Andrew Tate got buck broken holding the token. Eric Schmidt ran away as fast as he could. So did his boy Kemal. Mike Derezin left under a year. Ben Chan ran, Dahlia is gone. Steve Ellis never surfaces, a literal cofounder of Chainlink.
But these “crypto professionals” will pop up a dime a dozen to tell you your eyes are deceiving you
Love this Chainlink “LG” news. The kings of blowing hot air every single day
Anyone remember Fidelity? Nothing 🍔
T-Mobile? Nothing 🍔
WeMade? Nothing 🍔
The NBA and those NFTs? Nothing 🍔
Telefonica and the SIM cards? Nothing 🍔
Swisscom? Nothing 🍔
Mastercard? Nothing 🍔
Infosys? Nothing 🍔
Vodafone? Nothing 🍔
Google? Nothing 🍔
Lemonade? Nothing 🍔
Euroclear? Nothing 🍔
On and on and on. Endless name dropping and token price dropping right along with it
Ever heard of opportunity cost, $LINK marine? 6 whole years. You should’ve listened to grandpa and held gold instead you buffoon
