Author

@conviction_meta conviction_meta

Contrarian cross-asset bear on crypto, bull on AI-infra and small-cap equities

Builds multi-year macro/thematic frameworks contrasting an o

trader score
+0.30
hit rate
40%
mean α
+0.25%
signals 14d
68

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 40% hit rate, +0.25% mean alpha, trader score +0.30. Their last-14d mentions, direction-adjusted, have moved -5.9% since posting (mean over 19 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@conviction_meta·Author says all selected low-cap equities feel as though they have bottomed.·
2026-08-28BTC@conviction_meta+0.40Forecasts sideways accumulation as Bitcoin ownership shifts from retail toward institutions before an uptrend.·
2026-08-28BTC@conviction_meta+0.25Notes the April-June three-month Bitcoin candle remained green through May and links behavior to higher-timeframe outcomes.·
2026-08-28AOSL@conviction_meta+0.00References an AOSL weekly chart but provides no textual interpretation.·
2026-08-28AOSL@conviction_meta+0.40Identifies a chart-defined AOSL buy zone without explicit personal entry intent.·
2026-08-27NVDA@conviction_meta+0.00Shares a weekly NVDA scenario chart through year-end without textual direction.-4.6%
2026-08-27BTC@conviction_meta-0.35Argues crypto is overvalued and fundamentally weak despite the broader bull market.·
2026-08-27ZEC@conviction_meta-0.45Argues crypto is overvalued and fundamentally weak despite the broader bull market.·
2026-08-27·@conviction_meta·Argues meaningless altcoins may never regain highs and could take decades to bottom.·
2026-08-27CRWV@conviction_meta+0.60Praises both neoclouds while expressing a preference for U.S.-based CRWV.-3.0%
2026-08-27NBIS@conviction_meta+0.35Praises both neoclouds while expressing a preference for U.S.-based CRWV.-4.3%
2026-08-27·@conviction_meta·Plans to favor U.S.-based companies as a thematic AI-boom basket.·
2026-08-27BTC@conviction_meta+0.45Calls most crypto a promotional scheme while treating Bitcoin as the sole fundamental asset.·
2026-08-27·@conviction_meta·Says altcoin charts remain unattractive and need substantially more time.·
2026-08-27·@conviction_meta·Expects crypto weakness to persist until regulation arrives and equities peak.·

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.