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
+1.20
hit rate
57%
mean α
+0.91%
signals 14d
72

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 14 scored bets: 57% hit rate, +0.91% mean alpha, trader score +1.20. Their last-14d mentions, direction-adjusted, have moved -6.2% since posting (mean over 10 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@conviction_meta·Argues crypto needs a reset while expressing doubts about the broader thesis.·
2026-10-16·@conviction_meta·Reaffirms a bearish crypto thesis based on worsening corruption and scams.·
2026-10-16·@conviction_meta·Calls the current pump leveraged and expects it to cause a worse breakdown.·
2026-10-16·@conviction_meta·Documents dates when two crypto commentators flipped from bearish to bullish.·
2026-10-16·@conviction_meta·Frames crypto as resembling the speculative and unstable 1920s era.·
2026-10-15·@conviction_meta·Dismisses purported fresh crypto-market capital as unreal.·
2026-10-15·@conviction_meta·States that the market has not reached a bottom.·
2026-10-14IWM@conviction_meta+0.40Says the Russell 2000 is approaching a local bottom before midterm consolidation.+1.6%
2026-10-14·@conviction_meta·Discloses that all available cash has been invested in equities amid a continuing dip.·
2026-10-13BTC@conviction_meta-0.25Skeptical BTC can reach a new high by Christmas and criticizes ZEC-over-BTC promotion·
2026-10-13ZEC@conviction_meta-0.10Skeptical BTC can reach a new high by Christmas and criticizes ZEC-over-BTC promotion·
2026-10-13BTC@conviction_meta-0.25Questions whether a 40% three-month rise confirms Bitcoin's bottom·
2026-10-13BTC@conviction_meta-0.20Mocks another trader's past bearish-to-bullish flip at $123,000·
2026-10-12·@conviction_meta·Criticizes delusional crypto promotion and warns followers may become exit liquidity.·
2026-10-12·@conviction_meta·Will likely set a stop loss if fundamentals deteriorate. — States forward intent to set a stop, but the asset is only visible in linked context.·

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.