Author

@TanHef TanHef

Crypto-treasury macro thinker plus proprietary oversold mean-reversion signal trader

Posts his own 'TanHef Ranks' oversold/overbought mean-revers

trader score
+0.78
hit rate
50%
mean α
+0.70%
signals 14d
9

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: 50% hit rate, +0.70% mean alpha, trader score +0.78. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 7 mentions with price data).

Recent signals9receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01MSTR@TanHef-0.45Questions whether MSTR can outperform Bitcoin without a premium.+7.9%
2026-06-29MSTR@TanHef-0.25Skeptical take on MSTR dilution, buybacks, and selling Bitcoin.+8.7%
2026-06-28MU@TanHef-0.20Argues NVDA has stronger AI platform, TAM, moat and mean reversion versus MU.-13.8%
2026-06-28NVDA@TanHef+0.60Argues NVDA has stronger AI platform, TAM, moat and mean reversion versus MU.+1.2%
2026-06-25MSTR@TanHef-0.20Mentions prior overlooked $54-$75 range for MSTR when above $400.+18.1%
2026-06-23SPCX@TanHef-0.15Questions whether TSLA outperforming SPCX was expected.·
2026-06-23TSLA@TanHef+0.25Questions whether TSLA outperforming SPCX was expected.+3.1%
2026-06-23SPCX@TanHef+0.25Frames SPCX/TSLA as an intriguing trading pair after a sharp rebound.·
2026-06-23TSLA@TanHef+0.25Frames SPCX/TSLA as an intriguing trading pair after a sharp rebound.+3.1%

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.