GateUser-3f77a8c4

Mindshare alts/memes prepped for expansive move, peak Q2 targets would be $HYPE 250, $TAO 1800, $PENGU 0.2, $SPX6900 6.9. Will revisit in 3 weeks to see where it goes. Invalidation would be breakdown of April lows.

$CHWY is another 2020/2021 IPO that has largely been in an accumulation range the past few years. Now printing a bit of inverse H&S on high timeframes, while coming out of the risk correction. Thesis essentially expands on convenience services along w/ a return of discretionary income and a desire for pet companionship due to premium on connection. Expecting stock to do well in 2026 and beyond.

$DASH similar to $COIN in terms of high timeframe market structure as 2021 IPOs. Discretionary income toward convenience services has been limited through the past 3 years of recessionary conditions. But no question they've captured the delivery sector, a market that has persisted and unlikely to go away. Expecting the premium on convenience to persist indefinitely and Doordash is an easy way to capitalize on that. Proliferation of social media, streaming, AI, trading continues to confine people and put a premium on free time. Expecting DASH to rally through 2026 past IPO highs.

$COIN risk correction presumably over and returning back to the high timeframe expansion trend. Bias remains that the shutdown/war/oil crises led to a counter trend correction and that reflexivity returns to the upside. 1:1 correlation with BTC and TOTAL implies the same for the broader market and the corresponding charts support that w/ historical context.

$ETSY ready to run on high timeframes. Thesis is essentially a return to premium on human creativity/craft, paired with growth of gig work due to potential economic job displacement.

The longest government shutdown in history, the Iran war, and the 4-yr cycle theory led to a COVID-like correction in the broader high timeframe crypto cycle.
The S&P 500 likely faces the same economic conditions as the 1990s w/ the Gulf War, oil crisis, and credit crunch acting as stress factors mitigated the growth of compute technology. Global stress hedge in gold is presumably exhausted. Both $SPX and $XAU have likely put in there 2026 range highs +/- 5%.
Global money supply expansion, interest rate cuts, a new fed chair, etc. setup for a rotation along the risk curve in one of the most hy

#Chiefs dynasty would stay alive and well

#Chiefs know that is it rare to have an opportunity to draft a blue chip edge defender. Veach does not hesitate to be aggressive for premium talent. Do not think he plays the waiting game to hope Bain falls to them at 9. Giants at 5 is the ideal trade candidate, as they could likely trade back and still secure one of Styles/Downs/Tate/OL. Not a lot of teams in the top 10 in a position to make a big move up.
If Bain is secured, corner is biggest premium position to frontrun draft depth at end of round 1. Think they go Chris Johnson if he's there. CB3 of this class that elevates with Dave Merri