i looked around the subway in 2003 and everyone had white headphones in their ears. apple had something.

bought $20 calls at $0.62 each.

sold at $49/ea. 79x return.

my most stylish girlfriends all started wearing the same jeans. true religion. nobody on wall street was talking about it yet.

bought equity and stock.

acquired at ~$28/share.

the housing market felt wrong. everyone was getting mortgages they couldn’t afford. countrywide was the biggest lender.

shorted via puts, december 2006.

countrywide imploded august 2007.

bear stearns was next. the exposure was obvious if you were paying attention.

shorted at ~$100.

rode it to zero.

as lehman brothers was collapsing, everyone was panicking. i was buying.

bought silver wheaton at ~$2/share.

silver wheaton ran to $40+.

visited china. starbucks was everywhere. packed locations, massive expansion. the stock didn’t reflect what i saw on the ground.

bought starbucks equity.

stock 4x’d over the next few years.

facebook ipo’d at $38 and the street hated it. but i saw the youth. growth was exploding and the market was discounting it. the stock hit ~$18.

bought near the post-ipo lows.

facebook became meta. one of the greatest runs in market history.

autonomous driving would be led by vision systems, not lidar. mobileye was winning business from tesla and every major automaker. the thesis was clear.

bought mobileye. ipo’d at $25.

acquired by intel at $63.54/share — $15.3B deal.

late january. early reports out of wuhan. human-to-human transmission confirmed. the market hadn’t moved yet, but the signal was there.

initiated short positions, late january 2020.

covered a few days early — but the s&p dropped 34% by march.

digital identity was about to matter. ownership was moving onchain. i paid 140 eth for a jpeg. the tweet went viral.

cryptopunk #8219. 140 eth.

the trade that defined a movement.