October 2025 Trades: No Crying in the Casino
Flash crashes, tariff tantrums, and why I'm still buying the dip.
This is obviously not financial advice, just for comedy purposes
Well, well, I thought the top was when Palantards started making merch at $35. Finding tops is 10x harder than bottoms. The whole system is built on “buy the dip.” No point fighting it.
Since 2022, I’ve had this feeling that everybody just wants to make it. Get the fuck you bags, then let the world blow up. Ride off into the sunset, preferably alone.
The moral hazard from the early 2000s? We bailed out the banks in 2008. Then we printed through COVID. Now? The system’s rigged so deep that “buying the dip” isn’t a strategy anymore, it’s a fucking guarantee. The Fed put. The Treasury put. The “too big to fail” put.
Every crash gets rescued faster than the last. Every bubble inflates bigger. The lesson? Get reckless, get rewarded. Play it safe, get left behind. This isn’t capitalism, it’s a casino where the house always bails out the high rollers.
This is why I want to believe in Bitcoin. Not because of the tech. Not because of “digital gold” narratives. But because it’s the only exit from a system that’s evolved from moral hazard into something far more sinister: a game where the rules guarantee you lose if you play honestly.
Tariff tantrums 2.0 seems like it is the end of the world again here! S&P500 is down 1-2% and now it is over.
Started to write this on Friday afternoon, and already there is some relief on the trade tension between China and the USA during the weekend… We’re back…
The Flash crash 10.10.2025
Over $20 billion liquidated. The biggest bloodbath the casino’s seen in a while.
No crying in the casino.
Get greedy = lose
Try to get rich fast = lose
It’s always the same. Play accordingly. There’s a reason why there’s Bitcoin, and the rest are called shitcoins.
So what is this? Start of a bear market or just a healthy flush before we rip higher? The rational mind says this takes time; it is ”crypto winter.” Again, people go to zero, animal spirits need months to crawl back to the casino…
But fuck rationality. It’s been profitable to buy these massive liquidation candles. So I bought more SOL and Bitcoin. Why not?
The flash crash reveals how scammy these markets really are. Some big group front-ran this policy news hard. Look at prediction markets, free money for insiders today. The little guy? Exit liquidity, as always.
If you’re gambling with this shit: Buy spot and fuck off. No leverage. No futures. No “20x long because trust me bro.”
It’s just money. The best gamblers feel alive when they blow up. You don’t die because numbers on a screen went to zero. Yeah, you might stress so bad you shit water, your asshole’s bloodied up, you can’t sleep, all you can do is cry your eyes out and puke your guts out.
It’s ok. It only lasts 3-4 days. Then it gets better. It always gets better.
The Trades
My piece on the last great trade wars.
The AMD trade: Well sold too early… The latest result looked shit, and it was hard to see how “The second best” narrative could have sparked, but yeah, now it is in full swing with the OpenAI deal. Let it rip, not touching this one anymore.
Cloudflare is also generous; if this ever goes under 100, it’s a buy. Keep it simple.
You need to know something to go in when everyone’s panicking. Buy low, sell high. It’s 10x easier to buy now and feel like a genius than it was in the panic.
But what to do now?
Keep your head cool. Don’t let your brain freeze.
There are still bargains out there. We bet as long as the market keeps giving opportunities.
No point sitting here guessing whether this is GFC 2.0 or DotCom 2.0. Could be either. Could be neither. Could be something entirely new and fucked up.
What I do know: The great debasement continues. I’ve hammered this since my first post. It’s not stopping, it’s accelerating. More printing. More bailouts. More moral hazard 2.0.
So what’s the play? Own things that can’t be printed. Own businesses that generate cash. Stack Bitcoin.
Good businesses
Always good to buy good businesses at low prices. NOVO had the peak and is now at the bottom? Will it make money in the next 5 years? Yeah! Will it moon? I don’t know. If the bubble bursts or we have the GFC, is this comfy hold? For me, yes. If the AI mania plays like the dotcom bubble, then you want to own “good businesses”. People, at least for a while, start to larp Warren Buffett again and buy “good businesses”.
Part of the healthcare trade. Boring. Profitable. Government-backed cash flow machine.
Stumbled on this one. Idk what the fuck they do exactly, but the shills have early Palantir vibes, so fuck it, let it run.
In markets like this, you buy first and DYOR later. Trust your intuition. I’ve missed too many 10x plays since 2023 because I was “too lazy to buy” or told myself “I’ll do it tomorrow.” Tomorrow never comes.
On these gambling bets? Buy the ticket, then decide whether you want to ride the ride. The research can wait. The entry can’t.
You’ll be wrong sometimes. That’s fine. But missing a 10-bagger because you wanted to “study it more” feels way worse than losing on a bad bet. It's best to buy the ticket, study the case, and bet more! (Or sell).
CHYNA
Already 3x from the bottom, but if we’re bullish on anything, we have to be even more bullish on China. The valuations are ridiculously cheap vs MURICA.
Alibaba at $400bn market cap? Could this be the first Chinese company to hit $1 trillion?
The communist party gives zero fucks about shareholders - but does this change in the long run? Will the average Chinese person start owning stocks? China’s monetary policy is very easy now, so no point fighting it.
The suits (institutions) and normies are still too scared of China. They always buy the top from emerging markets, remember that. Remember when Alibaba was over $300 in 2020? “The smartest trade”? Yeah, how’d that work out?
Yes, there are huge risks. It’s called an emerging market for a reason. Look at shitcoins vs Bitcoin.
In the last “great trade war” 5 months ago, BABA went under $100. Now $120-130? Or 160$? I’m a dip buyer here. I still like the stock. Sitting around guessing what Trump will say next isn’t helpful. This is a good business, so we bet on it.
Why is China buying more gold? Trump also said China is preparing for something...
I remember watching Russia during COVID: “Oh wow, they’re getting their inflation under control.” “Look, they’re getting rid of debt.” “Looks investable.” Well, easy to see how that turned out in hindsight...
Yeah, I don’t think China is starting a war or anything. They’re preparing for something. Who knows. But good businesses in China are still good businesses
SOLANA
Yeah crypto… I have been a little bit bearish for crypto, why trade crypto when Bonds trade like stocks? Stocks trade like crypto? So why bother?
But Solana is still the best “crypto” out there. It’s 10x from the 2022 lows, but can it run more? Why not? ETH is still 5x bigger. If the madness continues, Solana can melt faces.
The bull case:
USA going extra loose on crypto regulation vs the Biden era
SOL ETFs coming?
Treasury companies (bullshit Ponzi scams, yes I own a few of these too)
SOL had actual bid strength: dropped only to $170 while other shitcoins literally went to $0.001
These wipeouts reveal what’s pure shit and what can run higher. Solana showed at least some “strength”. That matters.
Bitcoin
Ah, the suits can scream again that Bitcoin is just a stupid leverage bet on Nasdaq, backed by nothing.
→ This should make you more bullish.
Gold is running hard and will continue to run hard. Bitcoin will eventually catch up. Bitcoin is the best asset on the planet.
Look at all the charts I posted above. Stocks, bonds, currencies - it’s all just shit. Manipulated. Front-run. Rigged for insiders.
Can you make fuck you red and green balls on your chart? 99% can’t and never will.
Why?
Because they don’t understand the game. They chase narratives. They buy high, sell low. They panic when suits tell them to panic. They FOMO when everyone’s already in. They chase the number. What is your number??? You’re still a slave to the system, just with a nicer cage with this mentality.
Bitcoin doesn’t give a fuck about any of this. It just exists. Can’t be printed. Can’t be bailed out. It can’t be controlled by central banks playing god with interest rates.
Stack sats. Turn off the noise. Let the clowns fight over scraps while the monetary system eats itself.
