@ConvexDispatch ConvexDispatch
Convexity-seeking thematic bull on crypto-treasury, China AI, and HTZ-as-robotaxi
Posts high-conviction long theses expressed through equities
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 50% hit rate, -1.16% mean alpha, trader score -0.91. Their last-14d mentions, direction-adjusted, have moved -8.1% since posting (mean over 18 mentions with price data).
ConvexDispatch is constructive on China exposure, especially XPEV and BABA, while also preparing to add aggressively to crypto-linked names on a Bitcoin retest. The distinctive read is tactical: add BABA opportunistically, favor Xpeng in EVs, and wait for BTC weakness before sizing up. No clear flip appears; the week is concentrated in China tech/EV and crypto beta.
The author stayed broadly constructive, with concentration in China equities and a conditional crypto add plan. The only explicit directional actions were adds: BABA opportunistically, plus BTC, MSTR, BMNR, and AEXA if Bitcoin retests 45k-52k. No clear fading or flipping is visible from the supplied signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | CCXI | @ConvexDispatch | +0.35 | Says CCXI is gaining traction and resurfaces AEXA deep dive, implying constructive interest. | · | tweet ↗ |
| 2026-07-01 | AEXA | @ConvexDispatch | +0.25 | Says CCXI is gaining traction and resurfaces AEXA deep dive, implying constructive interest. | · | tweet ↗ |
| 2026-07-01 | AEXA | @ConvexDispatch | +0.45 | Positive SPAC comparison suggests AEXA could follow CCXI if target is good, with warrant caution. | · | tweet ↗ |
| 2026-07-01 | CCXI | @ConvexDispatch | +0.35 | Positive SPAC comparison suggests AEXA could follow CCXI if target is good, with warrant caution. | · | tweet ↗ |
| 2026-06-30 | CCXI | @ConvexDispatch | +0.00 | AEXA hitting all-time high premarket; author questions catalyst or sympathy bid. | · | tweet ↗ |
| 2026-06-30 | AEXA | @ConvexDispatch | +0.20 | AEXA hitting all-time high premarket; author questions catalyst or sympathy bid. | · | tweet ↗ |
| 2026-06-29 | HTZ | @ConvexDispatch | +0.70 | Added 100 HTZ long LEAPS and 50 AEXA long calls. — Author explicitly added long LEAPS/calls on HTZ and AEXA. | -7.8% | tweet ↗ |
| 2026-06-29 | AEXA | @ConvexDispatch | +0.70 | Added 100 HTZ long LEAPS and 50 AEXA long calls. — Author explicitly added long LEAPS/calls on HTZ and AEXA. | · | tweet ↗ |
| 2026-06-29 | MSTR | @ConvexDispatch | +0.25 | Strategy announced reserve, dividend, buyback and BTC monetization framework. | +8.7% | tweet ↗ |
| 2026-06-29 | ETH | @ConvexDispatch | +0.00 | Strategy announced reserve, dividend, buyback and BTC monetization framework. | · | tweet ↗ |
| 2026-06-29 | BTC | @ConvexDispatch | +0.05 | Strategy announced reserve, dividend, buyback and BTC monetization framework. | · | tweet ↗ |
| 2026-06-29 | BMNR | @ConvexDispatch | +0.00 | Strategy announced reserve, dividend, buyback and BTC monetization framework. | +4.1% | tweet ↗ |
| 2026-06-29 | STRC | @ConvexDispatch | +0.45 | Strategy announced reserve, dividend, buyback and BTC monetization framework. | +5.0% | tweet ↗ |
| 2026-06-29 | AEXA | @ConvexDispatch | +0.35 | Expresses hope another person buys AEXA; bullish but not own trade. | · | tweet ↗ |
| 2026-06-28 | AEXA | @ConvexDispatch | -0.10 | Speculates Chamath may be fundraising for AEXA, stance unclear. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.