ex. jane street and citsec | @tradeonstrat
Joined January 2026
- Tweets 125
- Following 41
- Followers 68
- Likes 144
15 Photos and videos
Jun 12
the largest IPO in history goes live soon
no one can predict how it trades from here
be patient through price discovery. only buy what you can hold for years.
Jun 12
The largest IPO in history is happening today.
$SPCX is reportedly raising $75B at a ~$1.75T valuation.
Bulls are excited.
Bears think it's overpriced.
Either way, expect volatility across tech, AI, chips, and crypto.
DYOR. Trade the move.
2
32
chaebolize retweeted
Jun 5
market reaction to the spacex ipo will matter more than the price itself.
can the market absorb a significant liquidity sink, or will it expose the fragility underneath this aI rally/bubble?
whats certain is volatility. anyone claiming they know the direction 100% is looking for exit liquidity.
with fomc coming the following week, this is short-term trading territory with tight stops, quick exits.
2
6
310
chaebolize retweeted
Jun 11
Apps deserve infra that works for them.
Not the other way around.
With Initia, teams can:
> Own their economics
> Shape the user experience
> Turn actual usage into revenue they keep
5
10
37
2,783
Jun 11
not surprising
BREAKING: May CPI inflation rises to 4.2%, the highest level since April 2023.
Core CPI inflation also rises to 2.9%, the highest since September 2025.
Inflation in the US is officially back above 4% and more than double the Fed's target.
Odds of Fed rate hikes are rising.
1
32
Jun 9
tempting at these levels in terms of r/r, but will wait until the CPI, PPI data comes out.
3
83
chaebolize retweeted
Jun 5
US stocks are bleeding red across the board today.
Tech, chips, and mega caps are all under pressure.
Over $1 trillion wiped out in the first 3 hours of market open.
Trade the move on Strat.
1
1
11
338
Jun 4
very actively monitoring the situation
5
159
Jun 2
stopped out.
lets wait and see whether it breaks further below or sees good support
Jun 2
$10K to $100K challenge.
trying out some trading setups on @tradeonstrat while openly sharing the details and progress.
day 1 starting with a nice $BTC long.
entry: 70,906
sl: 69,800
1
69
Jun 2
$10K to $100K challenge.
trying out some trading setups on @tradeonstrat while openly sharing the details and progress.
day 1 starting with a nice $BTC long.
entry: 70,906
sl: 69,800
10
238
Jun 2
small but meaningful param changes
@TradeOnStrat is increasing max OI on major crypto pairs, cutting fees from 0.0015 to 0.0005, and smoothing funding so balanced books pay almost nothing.
this just gives traders more room to trade with less friction and better incentives <3
Jun 2
Crypto trading fees on Strat just got cut.
Fees for crypto pairs are now down from 0.0015 to 0.0005.
That’s a 66% reduction for active crypto traders.
6
132
May 21
plenty of euphoria around the samsung deal.
i'll be watching closely to see whether it actually clears the union vote.
dx, mx departments extremely salty.
8
118
chaebolize retweeted
May 19
the crypto trade is hilarious because in ten years bitcoin will trade at 0 or 1mm and you’ll feel retarded in both scenarios
119
78
2,220
110,719
May 20
Breaking: Samsung Electronics’ management and labor union will resume negotiations at 4 p.m., with South Korea’s labor minister personally presiding over the talks.
3
125
May 19
need to benchmark the gen-z cortisol management
Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F
Here's everything you need to know about his recent 13F
Top 10 positions:
1. VanEck Semiconductor ETF $SMH [Put] — $2.04B
2. Nvidia $NVDA [Put] — $1.57B
3. Oracle $ORCL [Put] — $1.07B
4. Broadcom $AVGO [Put] — $1.01B
5. Advanced Micro Devices $AMD [Put] — $969M
6. Bloom Energy $BE — $879M
7. SanDisk $SNDK — $724M
8. Micron $MU [Put] — $584M
9. CoreWeave $CRWV — $556M
10. Taiwan Semiconductor $TSM [Put] — $535M
New positions:
• $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts
• $MU [Call] — $422M
• $TSM [Call] — $355M
• $SNDK [Call] — $389M
Biggest adds:
• CleanSpark $CLSK: 648% shares
• Riot Platforms $RIOT: 87% shares
Biggest trims:
• CoreWeave $CRWV [Call]: -83% shares
• Bloom Energy $BE: -36% shares
Full exits:
• Intel $INTC [Call] — was $747M
• Lumentum $LITE — was $479M
• EQT Corp $EQT — was $133M
• Tower Semiconductor $TSEM — was $85M
Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor
Community note
13F filings report notional values for option positions (the underlying value controlled by the options) rather than the market value of the options or premiums paid.
whalewisdom.com/filer/situatio… sec.gov/rules-regulati…
2
119
May 18
same sophisticated hedge fund strategy as @joemccann
May 18
The sudden market crash liquidated Machi(@machibigbrother) again!
Even after being liquidated, he is still going long on $ETH, opening a new 25x long on 1,825 $ETH($3.87M).
New liquidation price: $2,086.69
x.com/lookonchain/status/205…
121
May 18
never forget that historically the economic growth of Korea was mainly driven by state-led industrial policy
Breaking: Korean court partially grants injunction against Samsung union’s “illegal strike,” effectively making a strike impossible.
2
120
May 17
all (korean) eyes on this negotiation
Samsung and its largest labor union are set to resume negotiations Monday to avert a strike that the nation’s prime minister warned could wreak havoc on the economy bloomberg.com/news/articles/…
3
218
May 15
start trading on new perp platforms.
some are running user acquisition campaigns that are literally profitable to trade.
may or may not be referring to @TradeOnStrat
May 14
how i lock in , I am basically starting from zero
I have nothing to my name
1
7
142