Profiting off bearish projects since 2017
Cayman Islands
Joined June 2024
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Short Everything Capital retweeted
BREAKING: Europe is under a massive widespread cyber attack right now Sweden, Belgium, Luxembourg, Estonia, Ireland the Netherlands and just now Finland are all experiencing disruptions to supermarket refrigeration systems causing food to go off.
The attack is spreading...
Happy November $LINK marines!
November 1, 2021: $31
November 1, 2026: $11
5 years of wealth, prosperity, and success for those who believed in Chainlink. I see why the community is so strong
Let me recap what you turd burglars heard at LINK:NYC today.
It’s fucking over. Your tokens are worthless. You’re never seeing $50 again. You haven’t seen it since 2021, and that surely isn’t coming back in the future. Those tokens look like Sergey, devoid of soul and energy.
You marines lost. $LINK is a shitcoin the company can’t stop dumping. Now, staking is proven to never be updated. You better start unstaking before that goes whoopsie. You’re never getting BUILD rewards. GMX fee payouts. The Reserve is the new “focal point”, and that will be dumped in time as well.
5 years ago this time, $LINK was much higher than it is now. That’s a long time to admit your bags aren’t ever going up again.
I’ve heard pay up. I’ve heard pool’s closed. I’ve heard going live. I’ve heard most valuable crypto. I’ve heard Payment Abstraction. You know what I’ve never heard? $LINK is mooning. $LINK is shutting up the bears. $LINK is in demand by institutions. $LINK is needed. $LINK is creating wealth.
And it never will.
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca I think I've reached a point where diversification is becoming more important to me.
I waited until LINK.NYC to reassess but today, I sold 75% of my all ethereum:0x514910771af9ca656af840dff83e8264ecf986ca Avg cost of all those were $18. So taking the loss on those.
I'm maintaining roughly 25% of my portfolio exposure through $GLNK shares and June calls. Still a substantial position and exposed to the asymmetry.
My biggest investing successes came from concentrating heavily in a few asymmetric opportunities in the stock market where you are a direct shareholder.
With Chainlink, my conviction in its business and critical infrastructure hasn't changed. But I've come to accept a legitimate risk: Chainlink's success doesn't necessarily guarantee LINK token value accrual like owning shares in a stock. This is a fact and a risk that one has to accept when investing in any crypto.
Payment Abstraction and the Reserve are promising, but questions around tokenomics remain. ethereum:0x514910771af9ca656af840dff83e8264ecf986ca also trades with the broader crypto market, a space filled with misinformation and narratives that often overshadow fundamentals.
I simply don't want my portfolio overly dependent on something this abstract, especially when I see other asymmetric opportunities with clearer paths to shareholder value. Opportunity Cost is a very real thing.
Here's where I'm looking to reallocate the rest of my capital:
$AMD: Going back to the one I was in from the 20s and sold in the triple 100s to rotate to Chainlink. Huge upside over the next five years. I believe this becomes a multitrilliondollar company.
$HIMS: Significantly mispriced. A market cap repricing play where 10x over the next 3–4 years isn't out of the question.
$NAUT: Big asymmetric bet. If execution goes right, the upside could be obscene. Have done a lot of DD on this and their latest earnings show they are goig in the right direction and the risk reward is really good at these levels imo.
However, its still pre-revenue, so substantial risk and as a result size accordingly.
$NFLX: Trading around 18x earnings at $62. I see significant value over a five year horizon. Already accumulating and will continue averaging down, with $54-58 being my absolute sweet spot.
I'll also maintain 10–15% cash reserves for future opportunities.
This isn't FUD. The bears haven't won. I still strongly believe Chainlink is one of the most misunderstood and biggest asymmetric opportunities in the market. I just don't know and no one knows when we see price movement and don't want all my capital exposed.
But being right about the technology and being right about the investment aren't necessarily the same thing.
I'll continue covering Chainlink alongside these other investments.
Short Everything Capital retweeted
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
BREAKING: World's largest crypto exchange Binance hacked with over $5.6 billion stolen:
• $1.45 billion $BTC
• $875 million $ETH
• $234 million $TRX
• $50 million $XAUT
• $1.57 billion $USDT
• $823 million $USDC
• $75 million $WBETH
• $88.5 million $RLUSD
+ $447.5 million additional cryptocurrencies
This is the largest hack in crypto history.
Short Everything Capital retweeted
BREAKING: Amazon stock, $AMZN, collapses over -12% after reporting weaker than expected Q3 earnings.
The stock has now erased -$315 billion worth of market cap in after hours trading.
Short Everything Capital retweeted
Wow.
$GOOGL down 12%.
It lost the most ever in market cap, hundreds of billions of dollars, in a day.
Market Tide is lopsided bearish all morning: Net call premium: -$298M and falling Net put premium: +$124M and rising
Traders are dumping calls and buying puts.
$QQQ is getting curb stomped again, what did Uncle tell you to do?
These large cap tech companies are going to get gutted
Short Everything Capital retweeted
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally.
In this structure:
+ Hyperliquid serves as the underlying technology infrastructure via HIP-3*
+ trade[XYZ] designs and implements the markets
+ ICE operates the regulated market and clearing structure
Existing trade[XYZ] HIP-3 markets will remain unchanged.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
“Uncle over there shorted the S&P and the BAG 7, right after he made fun of the $LINK marines”
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.
