thauerbyi in #waivio • yesterdayThe Tesla Fever Dream and Other Market DelusionsThe Tesla Fever Dream and Other Market Delusions 3:17 AM. Can't sleep. The numbers keep spinning. TSLA down 9% Thursday. Stock hammered this year, down 24% in 2025, worst…thauerbyi in #waivio • 2 days agoThe $115K HangoverThe $115K Hangover Internal monologue of a Bitcoin maximalist at 3:47 AM Can't sleep. Again. Bitcoin sliding to $115.5K from its all-time high of $123K recorded on July…thauerbyi in #neoxian • 3 days agoConversations With My P&L at 4:47 AMConversations With My P&L at 4:47 AM [Internal monologue of a trader, Thursday morning, July 24, 2025] The numbers are screaming at me from three monitors. TSLA down…thauerbyi in #neoxian • 4 days agoSILICON SYMPHONY IN B-FLAT PANICSILICON SYMPHONY IN B-FLAT PANIC Live from the trading floor where reality dissolves at 9:30 AM The numbers are SCREAMING and nobody's listening. TSMC just vomited…thauerbyi in #neoxian • 5 days agoThe Rotation Feast: Who's Eating WhomThe Rotation Feast: Who's Eating Whom Internal memo from the Trading Floor TO: Portfolio Committee FROM: Chief Strategist RE: Monday's Carnage and Tuesday's…thauerbyi in #neoxian • 6 days agoThe Earnings ConfessionalThe Earnings Confessional A fictional dialogue between Market and Reality MARKET: slumps into chair Look, I need to get something off my chest. REALITY: Go…thauerbyi in #neoxian • 7 days agoTRADING FLOOR CONFESSIONS: JULY 20TH, 11:47 AMTRADING FLOOR CONFESSIONS: JULY 20TH, 11:47 AM Transcript recovered from abandoned Bloomberg terminal, Jersey City trading desk Christ. Look at this madness. Bitcoin…thauerbyi in #neoxian • 8 days agoDiary of a Dying System: July 19th, 2025Diary of a Dying System: July 19th, 2025 [Found among the papers of a senior central banker, identity redacted] Entry 47: The Illusion of Control They still believe we…thauerbyi in #neoxian • 9 days agoTHE CARNAGE REPORT: When Reality Bites BackTHE CARNAGE REPORT: When Reality Bites Back A visceral stream of consciousness from the trading floor of madness Sweet mother of leverage, what a bloodbath we just…thauerbyi in #neoxian • 10 days agoMEMORANDUM: The Powell Paradox and the Art of Institutional ParalysisExecutive Summary The Federal Reserve has achieved something remarkable: complete institutional paralysis disguised as prudent monetary policy. With the White House actively…thauerbyi in #neoxian • 11 days agoLetter to My Future Self: The Fed's Waiting GameLetter to My Future Self: The Fed's Waiting Game July 16, 2025 Dear Me (Six Months From Now), I'm writing this on a Tuesday afternoon when the 10-year Treasury is…thauerbyi in #neoxian • 12 days agoWhat Actually Mattered in the Last 48 Hours—And How I’m Funding My Next Espresso With a FaucetWhat Actually Mattered in the Last 48 Hours—And How I’m Funding My Next Espresso With a Faucet Tuesday, 15 July 2025 | 07:33 UTC 1. The ECB’s “Digital Euro Lite”…thauerbyi in #neoxian • 13 days agoThe $118K Bitcoin Reality Check: A Cynic's Guide to Crypto ManiaJuly 14, 2025 A sardonic letter to my younger self, who thought $10K Bitcoin was expensive Dear Naive Me, Bitcoin is trading above the $118,000 mark, at a historic high.…thauerbyi in #neoxian • 14 days agoThe $4 Trillion Delusion: When Math Meets MadnessA Cynical Rant on Market Psychology and the AI Bubble So Nvidia hit a $4 trillion market cap this week. Four. Trillion. Dollars. For a company that makes specialized computer…thauerbyi in #neoxian • 15 days agoThe Medici Memo: A Historical Perspective on Modern Financial TheaterThe Medici Memo: A Historical Perspective on Modern Financial Theater Internal Memorandum - House of Medici Banking Division From: Lorenzo di Piero de' Medici To:…thauerbyi in #neoxian • 16 days agoThe AccelerationThe Acceleration [Internal monologue of a trader, 6:47 AM, July 11, 2025] Coffee's cold. Screen's burning. The numbers are dancing again. S&P 500 closed at another…thauerbyi in #neoxian • 17 days agoThe Great Divergence: When Markets Stopped Making SenseThe Great Divergence: When Markets Stopped Making Sense A Structural Analysis of the Week That Broke the Playbook The algorithms are confused. The quants are scratching…thauerbyi in #neoxian • 18 days agoHow I'd see the Fed talk about current eventsINTERNAL MEMORANDUM TO: All Federal Reserve Bank Presidents FROM: Chief Economist (Name Redacted) DATE: July 9, 2025 RE: Strategic Assessment - The Powell…thauerbyi in #neoxian • 19 days agoInternal Monologue of a Market JunkieInternal Monologue of a Market Junkie Tuesday, July 8th, 2025 Another day, another record high. The S&P 500 and Nasdaq closed at fresh record highs July 3rd after a strong…thauerbyi in #neoxian • 20 days agoThe Bitcoin Supremacy Delusion: An Internal Monologue from the Crypto TrenchesThe Bitcoin Supremacy Delusion: An Internal Monologue from the Crypto Trenches [Internal monologue of a trader, 3:47 AM, staring at charts, third espresso of the night]…
