Author

@Matt_vlietstra Matt_vlietstra

Permabull thematic-basket trader chasing secular growth across AI, nuclear, psychedelics, crypto

Posts real-time, tickered long calls and position disclosure

trader score
-0.71
hit rate
45%
mean α
-1.01%
signals 14d
1

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 11 scored bets: 45% hit rate, -1.01% mean alpha, trader score -0.71.

Recent signals1receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-25·@Matt_vlietstra·Criticizes Bitcoin treasury companies and their incentives.·

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.