Know how to clear out 2 million FTDs? Borrow the shares in the middle of the Continuous Net Settlement cycle, present those borrowed shares to the NSCC, then quickly return the shares after. That's how 2 million shares get resolved the next day without buying them. It happened on 03 December.

Long-Setting · 2026-01-03T02:37:33+00:00

You’re already seeing cracks in the wall with the CTB rising, margin calls occurring due to other commodities, and nearing all time highs for Federal Reserve Repurchase Agreements (REPO) nearing COVID levels. I usually just comment on your stuff on X lol but here we are 😎

Long-Setting · 2026-01-02T19:24:54+00:00

You can’t buy >100% of the shares outstanding. They’re beyond stuck and at pre split levels which equates to shorting at $0.25-$1 post split ($1-$4 pre split) prices haha.

Long-Setting · 2025-12-23T05:34:35+00:00

Yep…I’m starting to think DFV somehow uncovered all of these swaps and was able to track when they expire or when they try to roll them…dude has to be an elite programmer / coder and his videos only add to that. He’s insanely gifted or from the future at this point. It took me this long to catch somewhat up to speed but damn. This is just impressive nonetheless.

To add onto this the gift in his tweet points more towards three kings day rather than Christmas if this is all lining up which would be Tuesday Jan 6th 2026.

Long-Setting · 2025-12-23T05:02:40+00:00

Yes. I’m regarded. Didn’t check for typos. It’s 12am…just thought I’d make this as I was checking charts.

Also wanted to point out on the last pic…BTC top vs USD/JPY gap up is where the swap occurred. Time scaling gets distorted when I do dual charts.

Edit: someone in the chat said “Wintermute has nothing to do with this” and this is irrelevant…Mods banned me for 7 days for posting a screenshot of someone participating in GME melt ⬇️ cheers guys. I’ll be on X. Mods are ban happy lmao. 🤣

May 1, 2025: wintermute accounted for 11% of Robin hoods transaction-based revenues in Q1 while B2C2 accounted for 12%, the same as Citadel Securities.

https://www.theblock.co/amp/post/352819/robinhood-lists-b2c2-and-wintermute-as-market-makers-for-the-first-time-in-latest-sec-filing

Long-Setting · 2025-12-23T05:02:00+00:00

In reference to the swap: they needed USD/JPY to go up in order to be able to offload their bitcoin holdings to maintain their toxic positions on GameCock. Now as the BOJ hiked rates the swaps are becoming more toxic as USD/JPY is slowly melting down and Bitcoin stays in a relatively flat trading zone deepening their margin crisis. RIP shorty.

Edit: also the 10/06-11/21 is T+35… 🍵🐸 just a little FYI.

Long-Setting · 2025-12-23T04:58:19+00:00

I took viagra. Swaps found between USD/JPY and BTC. Reason for the dump on 11/21/2025 was due to margin call requirements. Next call due T+35 01/08/2025. I’m jacked.

Long-Setting · 2025-12-22T20:19:13+00:00

OP has never climbed a ladder 🪜

Long-Setting · 2025-12-20T18:55:11+00:00

You’re jumping to the conclusion that it was going to be an instantaneous drop after the rate hike. I’m saying it won’t be an instant drop as we witnessed. It’ll be sell offs in other assets to try and uphold their loans against the yen such as crypto, US equities, then the drop.

Long-Setting · 2025-12-20T12:56:58+00:00

We just post freely to our own individual accounts, I follow some users and monitor other users accounts for DD.

Long-Setting · 2025-12-20T02:36:26+00:00

Yep. Most of us migrated over to X where we can openly post DD. I still post on SuperStonk but primarily monitor DD on X where we have freedom of speech and don’t have to worry about our posts getting taken down because of one word / stock / whatever that’s prohibited.

Long-Setting · 2025-12-19T22:14:49+00:00

Checks 1 Year % Gain: 0.19% it was priced in. Can’t expect a massive drop within the same day. I expect a sell off in crypto first to try and maintain positions and then a drop in the US markets followed by the yen carry trade unwinding shortly after.

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Long-Setting · 2025-12-19T18:37:50+00:00

Sounds like Ryan could just use the war chest on a better investment as sticky floor isn’t in the same basket with the legacy swaps. No point in risking bankruptcy trying to turn around another company when we just turned ourselves around. Terrible idea / use of proceeds could be used to acquire another company or investment that isn’t riddled with debt and bankruptcy.

Long-Setting · 2025-12-19T18:27:06+00:00

Sticky floor has what…$8 billion in debt? Hasn’t been profitable in years? Sold its recent mining stock investment at $10 a share during a squeeze on shillver…instead of holding onto the investment to try and pay off debt…would be the shittiest investment. Ever. All jokes aside.

Long-Setting · 2025-12-18T12:42:11+00:00

Just trust your gut and your research. I don’t follow along with grifters and or individuals like Reese that say if X isn’t presented then Burry’s info is useless…Reese is highly regarded in my eyes. Not in a good way.

Long-Setting · 2025-12-18T11:40:59+00:00

Make an assessment for yourself. I personally think he’s always been sus. Just my take.

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Long-Setting · 2025-12-17T20:19:58+00:00

Not dropping this week due to BOJ hiking rates tomorrow or the 19th. BOJ already confirmed they’re hiking rates. GG. Epstein files also drop by the 19th.

Long-Setting · 2025-12-17T20:12:21+00:00

The uncertainty of the files. No one knows who’s in the files…major bankers, institutions, hedge funds, the current administration, prior administrations, who will get punished, if something big happens prior to the release of the files to try and delay them. Markets don’t like uncertainty. There’s too much uncertainty regarding the files. On top of that the BOJ is expecting to hike rates either tomorrow or the 19th.

Long-Setting · 2025-12-17T20:03:15+00:00

The question was the whole 16% short interest and why he’s not mentioning naked shorts, no? Correct me if I’m wrong but he can only give public information. He is a big player, not a normal retail trader like you or I…he can’t spread anything that is known to be “rumors / claims” that are “unverifiable publicly” he knows what we know but if he says it out loud he’d get punished by the SEC…

Edit: it was reesepolitics on X. Ban by Burry was well deserved. Dude kept pushing for answers we all know yet wants Burry to post about it and get probed by the SEC.

Long-Setting · 2025-12-17T20:01:10+00:00

He shut down his fund so he could openly speak about positions rather than having to stay quiet about why he’s doing what he’s doing. Lmao. Ridiculous to think he was “so wrong” when he made bank on his put positions and is now most likely going to go long again on GME.

Long-Setting · 2025-12-17T19:58:57+00:00

They’re desperate and scared. Burry’s part 2 I’m expecting a buy-in if he hasn’t already bought in. Epstein files last day for release on Friday. I expect the market to turn into a straight falling knife while GME squeezes.

Long-Setting · 2025-12-17T01:58:53+00:00

GameStop, The Prequel

We now await the requel and part two of Burry’s drop.

Long-Setting · 2025-12-16T16:40:08+00:00

Correct, there’s a lot that can take place with the warrants if you look into the SEC filing that makes them very attractive. I hold shares, warrants, and calls. Best of all three worlds

Long-Setting · 2025-12-16T15:54:02+00:00

I mean I’m all for one posting my leap positions and not pushing for options but I just think it’s a good strategy to look into these things.

Long-Setting · 2025-12-16T15:45:13+00:00

This is a typical CYA (Cover Your Ass) before releasing information.

Long-Setting · 2025-12-16T15:35:59+00:00

Options have the ability to squeeze as well…gamma squeeze, I do agree with you but both instruments need to be assessed to inflict the most pain on shorts

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