D1 Fun
@d1fun.bsky.social
i buy things and sell things w the goal of making $ for those i love, those that trust me & myself. at times without disclosures
do not copy me or trade bc of me. here to share & debate, not advise. i change my mind often & get lots of things wrong
do not copy me or trade bc of me. here to share & debate, not advise. i change my mind often & get lots of things wrong
no one does it better
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media.tenor.com
January 30, 2026 at 9:32 PM
no one does it better
noo. we need u thru the silverswoosh
thanks for all the wisdom sharing and friendship
be well
thanks for all the wisdom sharing and friendship
be well
January 28, 2026 at 7:10 AM
noo. we need u thru the silverswoosh
thanks for all the wisdom sharing and friendship
be well
thanks for all the wisdom sharing and friendship
be well
i assume the typical equity runner "mon/tues weekly top" is not applicable here?
given there's opex every 2 days instead of weekly (ie yesterday's degens had to exercise / force sell yesterday as opposed to this fri afternoon)?
given there's opex every 2 days instead of weekly (ie yesterday's degens had to exercise / force sell yesterday as opposed to this fri afternoon)?
January 28, 2026 at 5:47 AM
i assume the typical equity runner "mon/tues weekly top" is not applicable here?
given there's opex every 2 days instead of weekly (ie yesterday's degens had to exercise / force sell yesterday as opposed to this fri afternoon)?
given there's opex every 2 days instead of weekly (ie yesterday's degens had to exercise / force sell yesterday as opposed to this fri afternoon)?
if only we got a 5%+ 1min liquidation candle. just grinded up then rolled over
January 26, 2026 at 9:54 PM
if only we got a 5%+ 1min liquidation candle. just grinded up then rolled over
ill take commods&cajones as my own TM™️
January 26, 2026 at 9:53 PM
ill take commods&cajones as my own TM™️
i kinda like the odds today 1pm ET was
vol blowout. volume blowout. i noticed agq zsl traded totally out of whack (similar to mstz mstu etc Nov/Dec '24), but havent investigated yet
first 24hrs of gold running past 5000. what's the next imminent catalyst for the degens to cling to
vol blowout. volume blowout. i noticed agq zsl traded totally out of whack (similar to mstz mstu etc Nov/Dec '24), but havent investigated yet
first 24hrs of gold running past 5000. what's the next imminent catalyst for the degens to cling to
January 26, 2026 at 9:51 PM
i kinda like the odds today 1pm ET was
vol blowout. volume blowout. i noticed agq zsl traded totally out of whack (similar to mstz mstu etc Nov/Dec '24), but havent investigated yet
first 24hrs of gold running past 5000. what's the next imminent catalyst for the degens to cling to
vol blowout. volume blowout. i noticed agq zsl traded totally out of whack (similar to mstz mstu etc Nov/Dec '24), but havent investigated yet
first 24hrs of gold running past 5000. what's the next imminent catalyst for the degens to cling to
and no near term supply side catalyst / share printer
just recycling and tradeins
newish territory for me. ur the commods&cajones expert
just recycling and tradeins
newish territory for me. ur the commods&cajones expert
January 26, 2026 at 9:47 PM
and no near term supply side catalyst / share printer
just recycling and tradeins
newish territory for me. ur the commods&cajones expert
just recycling and tradeins
newish territory for me. ur the commods&cajones expert
i know
but post-covid mkt structure scares me
lot more $ sloshing around. lot more degens aping OTM calls. better retail coalescence around "gamma squeezes." savvy funds capitalize & add fuel to the fire (eg shitcos quantum qbts in oct)
the short term path scares me, not the long term outcome
but post-covid mkt structure scares me
lot more $ sloshing around. lot more degens aping OTM calls. better retail coalescence around "gamma squeezes." savvy funds capitalize & add fuel to the fire (eg shitcos quantum qbts in oct)
the short term path scares me, not the long term outcome
January 26, 2026 at 9:45 PM
i know
but post-covid mkt structure scares me
lot more $ sloshing around. lot more degens aping OTM calls. better retail coalescence around "gamma squeezes." savvy funds capitalize & add fuel to the fire (eg shitcos quantum qbts in oct)
the short term path scares me, not the long term outcome
but post-covid mkt structure scares me
lot more $ sloshing around. lot more degens aping OTM calls. better retail coalescence around "gamma squeezes." savvy funds capitalize & add fuel to the fire (eg shitcos quantum qbts in oct)
the short term path scares me, not the long term outcome
hoping i survive to see the result
keeping the miss would be a nice bonus too
keeping the miss would be a nice bonus too
January 26, 2026 at 5:55 PM
hoping i survive to see the result
keeping the miss would be a nice bonus too
keeping the miss would be a nice bonus too
at this rate we’re hitting $130 today
January 26, 2026 at 5:14 PM
at this rate we’re hitting $130 today
u have to underwrite a lot of continued pricing power for many many years
seems tough w/ electrification + inevitable autonomous vehicle future in the terminal state
seems tough w/ electrification + inevitable autonomous vehicle future in the terminal state
January 26, 2026 at 8:08 AM
u have to underwrite a lot of continued pricing power for many many years
seems tough w/ electrification + inevitable autonomous vehicle future in the terminal state
seems tough w/ electrification + inevitable autonomous vehicle future in the terminal state
wish lvmh hermes richemont were all more beaten up
hmm RACE has come down a 35% from its high, after going up in a straight line since its FCA spinoff. nearly flat since mid 2023. was a crowded tiger cub long
always wanted to short it but maybe worth a buy here
hmm RACE has come down a 35% from its high, after going up in a straight line since its FCA spinoff. nearly flat since mid 2023. was a crowded tiger cub long
always wanted to short it but maybe worth a buy here
January 26, 2026 at 8:08 AM
wish lvmh hermes richemont were all more beaten up
hmm RACE has come down a 35% from its high, after going up in a straight line since its FCA spinoff. nearly flat since mid 2023. was a crowded tiger cub long
always wanted to short it but maybe worth a buy here
hmm RACE has come down a 35% from its high, after going up in a straight line since its FCA spinoff. nearly flat since mid 2023. was a crowded tiger cub long
always wanted to short it but maybe worth a buy here
TGYM.MI
luxury + gym
shame it's run so hard. 30x+ pe 20x+ ebit
luxury + gym
shame it's run so hard. 30x+ pe 20x+ ebit
January 26, 2026 at 7:58 AM
TGYM.MI
luxury + gym
shame it's run so hard. 30x+ pe 20x+ ebit
luxury + gym
shame it's run so hard. 30x+ pe 20x+ ebit
only way out is through
January 26, 2026 at 6:22 AM
only way out is through
hah 5 was my least favorite. too short to get in a trance. too long to put ur head down and just hammer it out. inverse goldilocks of sorts
just let me hammer, finish in 1.5-4.5 mins, & throwup
just let me hammer, finish in 1.5-4.5 mins, & throwup
January 26, 2026 at 6:18 AM
hah 5 was my least favorite. too short to get in a trance. too long to put ur head down and just hammer it out. inverse goldilocks of sorts
just let me hammer, finish in 1.5-4.5 mins, & throwup
just let me hammer, finish in 1.5-4.5 mins, & throwup
sub 4 mile? legend
beat mkt for 30 yrs? legend
beat mkt for 30 yrs? legend
January 26, 2026 at 5:34 AM
sub 4 mile? legend
beat mkt for 30 yrs? legend
beat mkt for 30 yrs? legend
can tell all the stories u want
but the scoreboard does all the talking
but the scoreboard does all the talking
January 26, 2026 at 5:28 AM
can tell all the stories u want
but the scoreboard does all the talking
but the scoreboard does all the talking
ive always loved the overlap btwn both
ability to endure pain
purely objective outcomes
(mostly) merit based
didnt matter ur skin color / parents wealth
no need to play corporate / team / coach politics
u were either fast or u werent
u either have good returns or u dont
only urself to blame
ability to endure pain
purely objective outcomes
(mostly) merit based
didnt matter ur skin color / parents wealth
no need to play corporate / team / coach politics
u were either fast or u werent
u either have good returns or u dont
only urself to blame
January 26, 2026 at 5:28 AM
ive always loved the overlap btwn both
ability to endure pain
purely objective outcomes
(mostly) merit based
didnt matter ur skin color / parents wealth
no need to play corporate / team / coach politics
u were either fast or u werent
u either have good returns or u dont
only urself to blame
ability to endure pain
purely objective outcomes
(mostly) merit based
didnt matter ur skin color / parents wealth
no need to play corporate / team / coach politics
u were either fast or u werent
u either have good returns or u dont
only urself to blame
no way! king of pain indeed. much respect, my friend
January 26, 2026 at 5:28 AM
no way! king of pain indeed. much respect, my friend