Trades quiet in the last week of August with desks empty; NASDAQ has tapped the top of its range repeatedly and the 30-year is off its highs after the Treasury-purchase chatter, but the tape hasn't reacted. OSF says the dynamic flipped from long-and-underperforming on good news to genuinely under-risked, so a weak payrolls print next week would squeeze rather than sell off — he's geared bullish and expects a broader risk rally within Q4, most probably October.
On the tokenized-data plays (as-transcribed: PER / RTSR), OSF passes — these funds sell equity to buy crypto, so there is always a stock seller and a gamma or short squeeze can never form. If you want the exposure, he says, just buy the spot asset; Hyperliquid was cited as trading around $80k territory today, and he notes MSTR-style DATs will keep whacking out stock into strength.
Four months of chop between $60–63k has broken and re-broken toward $80k. OSF calls it very bullish for two compounding reasons: Michael Saylor bought no Bitcoin last week, so this rally is organic, and ETF inflows were heavy — it finally feels like real buyers exist beyond one entity. He pegs the macro positives to the Clarity Act, regulation, and resurfacing US-government crypto headlines going into midterms.
ETH is flagged near $2,500 with ETH/BTC ticking up, which OSF reads as the alt cycle re-engaging: when ETH rallies, the money available for NFTs, meme coins and L2 activity “increases tenfold.” He expects the alt follow-through and signals he'll update his movers list accordingly.
Mid-macro, OSF catches PONS ripping and announces new highs — “more new highs for PONS” — flagging it as the Robinhood-chain expression of exactly the squeeze he's just described. He says he's geared long here with the book still carrying roughly $450k of cash to add risk on any pullback, with entry triggers voiced at Micron around 850, Sandisk back toward 1,200, and SK Hynix around 1,500.
The evening's actual event: a second animated NFT collection from OSF (the first, a free-mint, traded above its post-reveal floor) went through a live upload of roughly 10,000 images, a botched save-click, and a reveal he didn't mean to trigger. He walks the trait system on air — aggression, allegiance and archetype all impact the embedded game, animation speed maps to a “nerves” trait, and god-candle/death-candle run as alpha rarities — before confirming publish on-chain via MetaMask.
The post-reveal tour covers roughly twenty one-of-one pieces (Midas, Prism God, Blood Moon, Supernova, Liquidator, GM Eternal) and about 100 honoree mints reserved for projects and community figures — Robinhood, Vlad, PONS, FOMO, OpenSea, MoonPay, Coinbase, Gamesquare (as-transcribed: “Bern” / “Wrecked”) among them. A competitive game with prizes is planned, with a no-prize dry run as early as next week once bugs are ironed out.