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
+0.43
hit rate
55%
mean α
+0.42%
signals 14d
111
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: 55% hit rate, +0.42% mean alpha, trader score +0.43. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 46 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | PEPE | @jaymesrosenthal | +0.55 | Opportunity to buy PEPE now. — Invites readers to take a speculative PEPE opportunity. | · | tweet ↗ |
| 2026-08-28 | · | @jaymesrosenthal | · | Forecasts oil falling to $50. | · | tweet ↗ |
| 2026-08-28 | · | @jaymesrosenthal | · | Speculates that memecoins may have substantially more upside in a future bull cycle. | · | tweet ↗ |
| 2026-08-28 | · | @jaymesrosenthal | · | Expresses concern that failure to lower yields despite stable markets could force a negative alternative. | · | tweet ↗ |
| 2026-08-28 | · | @jaymesrosenthal | · | Calls crypto resilient and expects a promising next week. | · | tweet ↗ |
| 2026-08-28 | ZW | @jaymesrosenthal | +0.45 | Stream summary discloses an oil short and rolled PURR calls alongside several market views. | · | tweet ↗ |
| 2026-08-28 | MSTR | @jaymesrosenthal | +0.00 | Stream summary discloses an oil short and rolled PURR calls alongside several market views. | — | tweet ↗ |
| 2026-08-28 | PURR | @jaymesrosenthal | +0.55 | Stream summary discloses an oil short and rolled PURR calls alongside several market views. | — | tweet ↗ |
| 2026-08-28 | CYPH | @jaymesrosenthal | +0.35 | Stream summary discloses an oil short and rolled PURR calls alongside several market views. | — | tweet ↗ |
| 2026-08-28 | TTW | @jaymesrosenthal | -0.15 | Stream summary discloses an oil short and rolled PURR calls alongside several market views. | · | tweet ↗ |
| 2026-08-28 | CL | @jaymesrosenthal | -0.60 | Stream summary discloses an oil short and rolled PURR calls alongside several market views. | — | tweet ↗ |
| 2026-08-28 | · | @jaymesrosenthal | · | Briefly characterizes Warsh's speech as causing a market wipeout. | · | tweet ↗ |
| 2026-08-27 | BTC | @jaymesrosenthal | +0.55 | Expresses impatience for a major Bitcoin rally. | · | tweet ↗ |
| 2026-08-27 | MSTR | @jaymesrosenthal | -0.30 | Meme-style post identifies with recent MSTR-holder frustration. | -7.3% | tweet ↗ |
| 2026-08-27 | ASST | @jaymesrosenthal | +0.00 | Meme-style post identifies with recent MSTR-holder frustration. | -6.0% | 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.