@Crypto_Mario_B Crypto_Mario_B
High-volume AI-infra thesis trader who calls tickers fast and discloses both wins and losses
Posts a continuous mix of AI-infrastructure/macro narrative
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: 45% hit rate, -1.14% mean alpha, trader score -1.02. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 149 mentions with price data).
Crypto_Mario_B is most consistently long crypto beta and crypto-adjacent AI infrastructure, especially BTC, IBIT, and HIVE, while also chasing SpaceX/SPCX-related retail and gamma narratives. Distinctive reads include HIVE rerating from miner to AI infrastructure, SOFI following SpaceX momentum, and a tactical IWM options book that moved from bearish puts to bullish breakout levels. Late-window emphasis shifted toward BTC/IBIT/HIVE accumulation while macro posts stayed dominated by Iran/Hormuz ceasefire and shipping headlines.
Conviction is concentrated in long crypto beta and adjacent AI infrastructure, with BTC/IBIT/HIVE becoming the clearest late-week focus through explicit IBIT and HIVE adds. IWM was actively traded both ways: bearish puts were added and mostly trimmed, while later technical posts framed Russell levels more constructively. Pump-risk is highest in SPCX and SOFI-linked SpaceX narratives, where the author leans bullish but relies heavily on gamma, retail-flow, and momentum framing.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | V | @Crypto_Mario_B | +0.00 | Hebrew post says Open USD partnership claims are being questioned after CRCL fell 16.5%. | — | tweet ↗ |
| 2026-07-03 | CRCL | @Crypto_Mario_B | +0.15 | Hebrew post says Open USD partnership claims are being questioned after CRCL fell 16.5%. | — | tweet ↗ |
| 2026-07-03 | COIN | @Crypto_Mario_B | +0.00 | Hebrew post says Open USD partnership claims are being questioned after CRCL fell 16.5%. | — | tweet ↗ |
| 2026-07-03 | GOOGL | @Crypto_Mario_B | +0.00 | Hebrew post says Open USD partnership claims are being questioned after CRCL fell 16.5%. | — | tweet ↗ |
| 2026-07-02 | CAMT | @Crypto_Mario_B | -0.10 | Hebrew CAMT technical analysis: weakened setup, key supports/resistances, no chase long. | — | tweet ↗ |
| 2026-07-02 | SPY | @Crypto_Mario_B | -0.25 | Says SPY trend breakout attempts failed and $725 is key. | — | tweet ↗ |
| 2026-07-02 | IWM | @Crypto_Mario_B | -0.25 | Says IWM does not want to break out and is difficult to trade. | — | tweet ↗ |
| 2026-07-02 | QQQ | @Crypto_Mario_B | +0.05 | Says QQQ must hold above the 50 average and avoid gap down Monday. | — | tweet ↗ |
| 2026-07-02 | · | @Crypto_Mario_B | · | Hebrew market comment suggests buyers may return hungry next week after selloff. | · | tweet ↗ |
| 2026-07-02 | TSLA | @Crypto_Mario_B | +0.45 | Hebrew note references TSLA flight toward final pickups, implying bullish move. | — | tweet ↗ |
| 2026-07-02 | BTC | @Crypto_Mario_B | +0.25 | Greets Bitcoin holders positively. | · | tweet ↗ |
| 2026-07-02 | RIVN | @Crypto_Mario_B | +0.20 | Good morning to holders of listed tickers; implies holder positioning. | — | tweet ↗ |
| 2026-07-02 | BB | @Crypto_Mario_B | +0.20 | Good morning to holders of listed tickers; implies holder positioning. | — | tweet ↗ |
| 2026-07-02 | SOFI | @Crypto_Mario_B | +0.20 | Good morning to holders of listed tickers; implies holder positioning. | — | tweet ↗ |
| 2026-07-02 | OUST | @Crypto_Mario_B | +0.20 | Good morning to holders of listed tickers; implies holder positioning. | — | 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.