Author
@jaymesrosenthal jaymesrosenthal
grade Cx.com/jaymesrosenthal ↗
Position-transparent macro-to-crypto trader chaining rates regime reads into Hyperliquid and AI bets
Posts high-conviction directional calls and macro/thematic f
trader score
-0.63
hit rate
40%
mean α
-0.61%
signals 14d
70
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, -0.61% mean alpha, trader score -0.63. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | PURR | @jaymesrosenthal | +0.65 | Discloses sizable long PURR/HypeStrat holding and belief PURR will outperform HYPE. | — | tweet ↗ |
| 2026-07-02 | HYPE | @jaymesrosenthal | +0.10 | Discloses sizable long PURR/HypeStrat holding and belief PURR will outperform HYPE. | · | tweet ↗ |
| 2026-07-02 | · | @jaymesrosenthal | · | Raises risk question that China could crash the AI trade, but no ticker-specific stance. | · | tweet ↗ |
| 2026-07-01 | ANSEM | @jaymesrosenthal | +0.55 | Says the clear play was/is holding ANSEM into a stream and wonders if it can sustain a run. | · | tweet ↗ |
| 2026-07-01 | · | @jaymesrosenthal | · | States interest rate volatility is compressing for the next move. | · | tweet ↗ |
| 2026-07-01 | SPX | @jaymesrosenthal | +0.85 | SPX will double by 2030. — Explicit bullish long-term forecast that SPX doubles by 2030. | · | tweet ↗ |
| 2026-07-01 | PLTR | @jaymesrosenthal | +0.65 | Says Alex Karp is exactly who he would want to bet on. | +2.8% | tweet ↗ |
| 2026-06-30 | VIX | @jaymesrosenthal | -0.25 | Cites post saying VIX reflexivity is not showing concern until midterm period. | · | tweet ↗ |
| 2026-06-30 | · | @jaymesrosenthal | · | References clip about memory requirements for individuals. | · | tweet ↗ |
| 2026-06-30 | ANSEM | @jaymesrosenthal | +0.85 | Bid the dip in ANSEM as BTC starts bidding tomorrow. — Urges buying ANSEM dip into anticipated episode with BTC expected to bid. | · | tweet ↗ |
| 2026-06-30 | BTC | @jaymesrosenthal | +0.60 | Bid the dip in ANSEM as BTC starts bidding tomorrow. — Urges buying ANSEM dip into anticipated episode with BTC expected to bid. | · | tweet ↗ |
| 2026-06-30 | BTC | @jaymesrosenthal | +0.80 | Explicit bullish forecast that BTC will fly in July. | · | tweet ↗ |
| 2026-06-30 | LLY | @jaymesrosenthal | +0.75 | Just buy LLY — Explicit buy call on LLY based on personal product experience. | +1.2% | tweet ↗ |
| 2026-06-30 | BTC | @jaymesrosenthal | -0.35 | Mocks Bitcoin store-of-value demand, implying weak buying interest. | · | tweet ↗ |
| 2026-06-30 | BTC | @jaymesrosenthal | -0.15 | Speculates Saylor may have sold BTC and bought preferreds to explain Strategy complex price action. | · | 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.