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Theses
Jun 2026
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Theses
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Victor Marx as Colorado GOP Governor Primary: BUY Yes
long
Strait of Hormuz: NO on All Three Expiries
long
AJ Dybantsa #1 Pick: Buy Yes
long
Spurs NBA Finals: BUY NO
long
Research
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x402 Forensics: Fake Narrative?
2026-05-16
Is Yield Aggregation Dying?
2026-04-16
Tokenized Pre-IPO: Democratization or Exit Liquidity?
2026-04-12