Simonexpeng's profile picture. Options seller on Nasdaq and Ethereum

SimonExperience

@Simonexpeng

Options seller on Nasdaq and Ethereum

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1/“Markets gonna keep rising forever?” The economy looks solid, but under the surface it’s running on fiscal fumes and Fed plumbing. A quick breakdown of why markets hold up even when growth feels tired — and what could crack it New post up → simonexperienceng.substack.com/p/markets-gonn…

Simonexpeng's tweet image. 1/“Markets gonna keep rising forever?”
The economy looks solid, but under the surface it’s running on fiscal fumes and Fed plumbing. A quick breakdown of why markets hold up even when growth feels tired — and what could crack it
New post up → simonexperienceng.substack.com/p/markets-gonn…

What’s $SOL doing in the middle of all that trash?

Simonexpeng's tweet image. What’s $SOL doing in the middle of all that trash?

$BTC just broke the 100k support On $ETH I dropped my covered-call strikes and pushed my short puts out to safer levels

Simonexpeng's tweet image. $BTC just broke the 100k support
On $ETH I dropped my covered-call strikes and pushed my short puts out to safer levels

The CDS are saying what I’ve been saying forever: $ORCL, $CRWV, and $SOFTB are running on fumes

Simonexpeng's tweet image. The CDS are saying what I’ve been saying forever: $ORCL, $CRWV, and $SOFTB are running on fumes

Gm everyone Quick status check #SoftBank is dumping $ORCL is dumping $CRWV is dumping $MSTR is dumping $CRCL is dumping Bueno! looks like all the canaries in the mine are dying


Michael Burry just shut down his fund Alright, blow it all down now

Simonexpeng's tweet image. Michael Burry just shut down his fund

Alright, blow it all down now
Simonexpeng's tweet image. Michael Burry just shut down his fund

Alright, blow it all down now

I really dig the US life mentality, but I’ll never vibe with buying everything on monthly payments I like paying cash, if I don’t have the money, I don’t spend it Fk the banking system


Sad but true social media’s built for viral bait, grabbing attention with clickbait or plain garbage Top-tier content gets ignored just like totally useless stuff

Simonexpeng's tweet image. Sad but true
social media’s built for viral bait, grabbing attention with clickbait or plain garbage
Top-tier content gets ignored just like totally useless stuff

The iron alliance of #OpenAI, $ORCL, and #SoftBank looks straight-up desperate. SoftBank’s dumping its most profitable holdings just to pump cash into OpenAI and keep it from collapsing. Burry, as always, is way too early but he’ll end up being right. Though honestly, I’ve got…

Simonexpeng's tweet image. The iron alliance of #OpenAI, $ORCL, and #SoftBank looks straight-up desperate. SoftBank’s dumping its most profitable holdings just to pump cash into OpenAI and keep it from collapsing.

Burry, as always, is way too early but he’ll end up being right. Though honestly, I’ve got…

Gm folks here’s the chart for $CRWV one of the big dogs in the AI game. $NVDA is pretty deep in it too, basically bought it out (if you’ve been following my stuff, you already know) Just like $ORCL, the chart’s not looking too hot, but the $QQQ still holding up That just shows…

Simonexpeng's tweet image. Gm folks
here’s the chart for $CRWV one of the big dogs in the AI game. $NVDA is pretty deep in it too, basically bought it out (if you’ve been following my stuff, you already know)
Just like $ORCL, the chart’s not looking too hot, but the $QQQ still holding up

That just shows…

LOL #SoftBank dumped $NVDA to dive head-first into Stargate with OpenAI and $ORCL Calling that a “smart move” takes some serious courage SoftBank’s never exactly been known for galaxy-brain plays

SoftBank selling its entire Nvidia stake is highly telling and significant. Nvidia is massively overvalued and vulnerable. Michael Burry is right to short Nvidia. What does SoftBank know? SoftBank sells its entire stake in Nvidia for $5.83 billion cnbc.com/2025/11/11/sof…



Short interest on $ORCL is jumpin’ hard Anybody know something

Simonexpeng's tweet image. Short interest on $ORCL is jumpin’ hard 
Anybody know something

Three years of total free time, three years of not knowing what the hell to do. Three years of switching names, but in the end I’m still attached to this platform, before Elon and now with Elon Gotta say, despite everything, it’s by far the best social out there #MyXAnniversary

Simonexpeng's tweet image. Three years of total free time, three years of not knowing what the hell to do. Three years of switching names, but in the end I’m still attached to this platform, before Elon and now with Elon

Gotta say, despite everything, it’s by far the best social out there

#MyXAnniversary

If you look him in the eyes, you can clearly see the desperation

Sam Altman's recent interview totally reminds me of the Enron earnings call right before they collapsed on December 2, 2001.



SimonExperience reposted

7/The Fed’s more plumber than pilot. It’s not steering growth, it’s keeping the pipes flowing. After draining reserves for years, it’s near the “too low” zone and ready to stop QT

Simonexpeng's tweet image. 7/The Fed’s more plumber than pilot. It’s not steering growth, it’s keeping the pipes flowing. After draining reserves for years, it’s near the “too low” zone and ready to stop QT

Among the top 10 $XRP easily has the most bullish price action $2.70 looks like light work to me

Simonexpeng's tweet image. Among the top 10 $XRP easily has the most bullish price action

$2.70 looks like light work to me

Every time $ETH vs $BTC tries to bounce, they slam it down hard No altseason for now

Simonexpeng's tweet image. Every time $ETH vs $BTC tries to bounce, they slam it down hard
No altseason for now

SOFR just dropped to 3.92%, lowest in 2+ years Basically the system’s swimming in cash and money’s cheap. Markets are riding the wave, shrugging off bad news and hyping any tiny positive Yeah, you can make money shorting, but in this setup it’s rough out here

Simonexpeng's tweet image. SOFR just dropped to 3.92%, lowest in 2+ years Basically the system’s swimming in cash and money’s cheap. Markets are riding the wave, shrugging off bad news and hyping any tiny positive

Yeah, you can make money shorting, but in this setup it’s rough out here

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