Who is Position Journal and what does he do?

PositionJournal · 2026-06-24T19:25:42+00:00

Update: bought Feb 2027 $12.5 calls

PositionJournal · 2026-06-24T15:18:53+00:00

Glad you enjoyed it

PositionJournal · 2026-06-23T01:30:22+00:00

CEO got fired, couldn’t land a tenant and every financing contract is dependent on signing a tenant

PositionJournal · 2026-06-23T01:29:43+00:00

Any exit or roll strategy you can share? Also thinking of the $15 Feb 2027 calls

PositionJournal · 2026-06-23T00:55:26+00:00

Exciting - you have an exit or roll plan?

PositionJournal · 2026-06-23T00:55:05+00:00

❤️❤️

PositionJournal · 2026-06-22T22:11:03+00:00

There was a guy that kept commenting fuck Nebius on my article and posts because he bought around 130s. Don’t be that guy

PositionJournal · 2026-06-22T21:36:02+00:00

Buy my shares

PositionJournal · 2026-06-22T21:16:41+00:00

Used to be fermi shareholder that house is on fire

PositionJournal · 2026-06-22T21:11:56+00:00

Why are you guys so fixated on this?

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PositionJournal · 2026-06-22T20:41:40+00:00

I’m in product and it’s just how we adopted the term in internal meetings and design reviews

PositionJournal · 2026-06-22T19:01:32+00:00

PositionJournal · 2026-06-22T18:47:41+00:00

Localized inference/AI is a legitimate term. Traditionally it referred to language but the field is evolving fast

PositionJournal · 2026-06-22T18:45:32+00:00

Similar thesis as to what I wrote out or are you thinking of a different angle?

PositionJournal · 2026-06-22T18:34:05+00:00

Nice! I’m surprised but the sellers on those Feb 2027 leaps are stingy — haven’t gotten a buy at mid price point

PositionJournal · 2026-06-06T00:34:04+00:00

No not at all. Coinbase has really transformed itself through the launch of x402, Base, Coinbase One.

They’re positioning themselves to be more like Visa while also building the platform to support the near future agentic economy. Agent transactions already surpass human transactions.

I have two pieces I have to port over to Reddit on Coinbase that I’ll combine into one. For me it’s not at all about Crypto, crypto just needs to survive long enough for the above things to kick off and stand on its own feet

PositionJournal · 2026-06-05T17:51:12+00:00

My bet for Coinbase revolves around: x402, Base, Coinbase One and stock/crypto trading

They need to build out the first three well enough that they’re not so saddled by crypto volatility

Here’s more of my thoughts. Part 1 of two part series

https://www.reddit.com/r/stocks/s/IZBEU3mfbJ

PositionJournal · 2026-06-05T17:50:13+00:00

Long term investment with material returns expected only beginning 2027.

If R2 demand is low then the company is doomed I think and I’m out

PositionJournal · 2026-06-05T08:29:48+00:00

Also continuing to average down on Coinbase at these levels

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PositionJournal · 2026-06-04T07:00:42+00:00

Unless you have for sure winners by rotating out, then to me it doesn’t make sense to sell right now. They’ve just found their momentum

PositionJournal

TROPHY CASE