Author
@Kunluntalk Kunluntalk
grade Cx.com/Kunluntalk ↗
Reasoning-heavy macro-geopolitical commentator on US-China tech and AI-infra fragility
Posts dense macro-framework commentary (largely in quotes/re
trader score
-0.53
hit rate
45%
mean α
-0.27%
signals 14d
6
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: 45% hit rate, -0.27% mean alpha, trader score -0.53.
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @Kunluntalk | · | Oil officially broke below $68.50 for first time in 4 months, erasing war premium. | · | tweet ↗ |
| 2026-06-28 | · | @Kunluntalk | · | Reports Iran launched missile and drone attacks on U.S. bases in Kuwait and Bahrain. | · | tweet ↗ |
| 2026-06-24 | BTC | @Kunluntalk | +0.35 | Wait until October 2026 for the entry point in Bitcoin — Says BTC broke below $60K and October 2026 is the only entry point for the next decade. | · | tweet ↗ |
| 2026-06-24 | · | @Kunluntalk | · | Reports U.S. oil price fell below $70 per barrel for the first time since March. | · | tweet ↗ |
| 2026-06-24 | BTC | @Kunluntalk | +0.35 | Wait until October 2026 for the entry point in Bitcoin — Says BTC broke below $60K and October 2026 is the only entry point for the next decade. | · | tweet ↗ |
| 2026-06-21 | · | @Kunluntalk | · | Anecdotal observation that US consumer demand remains strong at restaurants. | · | 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.