On Monday, October 12, 2026, at 4:01 PM, Matt Mahoney wrote:
> If you just picked random stocks for the last several years, you probably 
> made a profit. But I would be wary of BWET. Kalshi has the odds of the Strait 
> of Hormuz opening by Nov. 1 at 39%. If that happens, BWET will drop like a 
> rock.

That one is crazy, very unpredictable over there, there's talk about ground 
invasion and more countries getting involved. Some of the best traders trade on 
feelings. Sometimes I do but it's very difficult to hone in and couple action 
at that right moment. This morning I did swap from Atom crypto to Osmosis on 
feelings alone and it's +45% now so I'm swapping out. There is some related 
logic on money moving into crypto, a potential big move coming once the Clarity 
Act is passed, but feelings works whether it's precognitive or some sort of 
synthesis.

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