StonkTrump on options flow, crowded trades and buying market fear

Stonk Trump joins the Insilico Terminal Podcast to explain how he uses institutional positioning, options flow and technical analysis to find swing trades across equities and options.  We discuss why the worst headlines often arrive near market bottoms, how he structures longer-dated calls and takes profit, and why good earnings cannot save a trade that everyone already owns. He also breaks down the semiconductor unwind, what crypto traders can bring to TradFi, and why he is waiting for better Bitcoin opportunities into the fall.00:00 From crypto to options 06:30 Meme stocks, silver and early trading lessons 14:07 Reading institutional positioning at market extremes 24:22 Finding stocks through options flow 32:50 Why TradFi beats onchain complexity 38:10 What crypto traders can learn from equities 42:18 The AI bull case and the next market correction 50:04 When a trade becomes too crowded 55:25 Bitcoin’s setup into the fall