Pre market thoughts - 4 Nov 26 Beyond the blue sweep, Texas also has a new governor that's a democrat. Markets convulsed initially before retracing out all losses. This early on, i would not read too much into the initial reaction. This is because i believe that most people dont have a good read on what should be the appropriate reaction function. The blue sweep was also quite anticipated as long as you had your vibes ears out for it. So much grifting during the Trump presidency, so much unhappiness. Unfortunately, now we will have to use our pronouns once again. Please know this account as him/his/luckmaxxing Personally, i believe that having a gridlocked US admin is supportive for risk. The trump admin has actually been a policy disaster for risk assets - with unforced errors like tariffs and the Iran war...Within crypto, Gary Gensler was better for alt performance - as the threat of regulatory action discouraged too much grifting and extraction. Once the trump admin took hold, all masks were off. Alts died because the alt casino got too extractive. On DCs - Texas going blue may have further implications for neos and DCs with Texas exposure. Names are - IREN -2.7GW, CIFR - 2.7GW, CORZ - 2.5GW, MSFT 2.3GW, RIOT - 1.7GW, GLXY - 1.6GW (Helios is approved), ORCL - 1.2GW, META 1GW IREN reports on 5Nov, CRWV on 10 Nov, NBIS on 12 Nov. On crypto - ZEC has started rebounding. Out of all the alt plays - i think privacy has a huge boost into a dem sweep particularly for 2028. I started bidding this yst. Let's chat more on alts dynamically in the terminal. Good luck!