All trades

23 of 23 logged calls. Open positions are marked against the latest price; closed ones freeze at their exit.

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Host	Ticker	Side	Entry	Mark	Return	Called	Ep.	Quote
J-Cal	TSLAstock	long	340.00	345.11	+1.5%	Jan 24, 2025	E214	“Long Elon, as always.”
J-Cal	TSLAstock	long	250.00	345.11	+38.0%	Jul 12, 2024	E187	“Robotaxi day is the catalyst.”
Chamath	BTC/USDcrypto	long	63,000.00	72,700.22	+15.4%	Mar 15, 2024	E170	“ETF flows are structural, not a trade.”
Friedberg	ETH/USDcrypto	long	2,300.00	2,320.88	+0.9%	Feb 9, 2024	E165	“Staking yield changes the math now.”
Sacks	MSFTstock	long	370.00	481.33	+30.1%	Dec 8, 2023	E156	“Copilot attach rates are the real story.”
Chamath	NVDAstock	long	46.00	216.97	+371.7%	Nov 17, 2023	E153	“Still the only shovel in the AI gold rush.”
Friedberg	GOOGLstock	long	138.00	340.59	+146.8%	Oct 27, 2023	E150	“Gemini closes the model gap.”
Sacks	METAstock	long	300.00	545.77	+81.9%	Aug 25, 2023	E143	“Meta earned its multiple back.”
Chamath	BTC/USDcrypto	long	29,000.00	72,700.22	+150.7%	Jul 14, 2023	E137	“Adding to bitcoin again ahead of the ETF cycle.”
J-Cal	TSLAstock	long	180.00	345.11	+91.7%	Jun 9, 2023	E132	“Autonomy optionality is free at this price.”
Friedberg	GOOGLstock	long	88.00	340.59	+287.0%	Feb 10, 2023	E115	“Search moat underestimated in the AI panic.”
Sacks	MSFTstock	long	245.00	481.33	+96.5%	Feb 3, 2023	E114	“OpenAI distribution inside Office.”
Chamath	NVDAstock	long	21.60	216.97	+904.5%	Jan 27, 2023	E113	“Compute is the bottleneck of AI.”
Chamath	TSLAstock	long	123.00	345.11	+180.6%	Jan 6, 2023	E111	“Tesla oversold on macro, not fundamentals.”
J-Cal	BTC/USDcrypto	long	16,800.00	72,700.22	+332.7%	Dec 16, 2022	E109	“Post-FTX capitulation entry.”
Sacks	METAstock	long	92.00	545.77	+493.2%	Nov 11, 2022	E105	“Cost discipline will re-rate Meta.”
Friedberg	DEstock	long	380.00	620.71	+63.3%	Sep 16, 2022	E97	“Ag productivity and input costs.”
J-Cal	AAPLstock	long	145.00	311.29	+114.7%	Jun 24, 2022	E85	“Services margin compounding.”
Friedberg	ETH/USDcrypto	short	3,200.00	2,320.88	+27.5%	Jan 14, 2022	E63	“Yield-driven crypto valuations unwinding.”
J-Cal	ARKKstock	short	95.00	83.27	+12.3%	Dec 10, 2021	E59	“High-multiple growth basket is broken.”
Sacks	COINstock	short	250.00	172.62	+31.0%	Nov 12, 2021	E55	“Crypto exchange fee compression.”
Chamath	SOL/USDcrypto	long	34.00	87.46	+157.2%	Aug 27, 2021	E45	“Solana throughput bet.”
Chamath	BTC/USDcrypto	long	45,000.00	72,700.22	+61.6%	May 7, 2021	E32	“Bitcoin as the hedge against monetary policy.”