+0.0
net board stance
what this means
1.0
+0.0% · close 2026-11-07
-0% / -0% / -0%
1m / 3m / 12m
-20%
vs SPY since 2025-08-01
35%
of 52w range · -0.2% off high
0/1
hit rate as primary · vs SPY +5
Where All-In Alpha stands — 0 live ideas
No active idea holds this ticker. Anything below is history.
Where the winds are blowing
NET BOARD STANCE, LAST 60 EPISODES —
rising = the besties are building this position, falling = abandoning it. From the
conviction ledger; an idea counts from birth until its window closes. Dots mark episodes
where this ticker's ideas were actually mentioned; a dashed stretch is silence.
Last mention E77 · silent for 209 episodes.
PRICE VS SPY OVER THE SAME WINDOW, % — did the
talk lead the tape or follow it?
Who's pushing which way
each voice's net push ON THIS TICKER — their most recent stance per idea × that idea's direction ON THIS TICKER × strength, so supporting a bearish idea pushes down, unless this ticker is listed as the other side of it. Not conviction (that lives on the idea); this is direction of travel per person. what w= means
Track record on USDT-USD
As a PRIMARY play the besties are 0 hit / 1 partial / 0 miss over 1 closed window — credit 0.5, average vs SPY +5.3. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🪙 Tether is a fraud and the peg breaks | ▼ SHORT | primary | HALF | +0.0% | +5.3 | 2022-08-06 |
The tape — what was actually said
every capture on any idea holding USDT-USD, newest first · quotes verbatim, timestamps deep-link into the episode
They've been banned in New York. They've had regulatory action in Canada. People are concerned about their attestations or lack of clarity on their commercial paper.
Well, we're not participating directly, but we support as many assets as people want to use. And that is one of the ones that we've supported people to deposit and withdraw in Coinbase. ... I'm not an expert on Tether. My understanding is that there have been some investigations and enforcement actions which have required them to go in there and clean up some things. And our digital asset listing group kind of looked at a lot of this in depth and made that judgment call that where they were and where they are now.
Bitfinex and Tether were the same company. That's why they both got the fines at the same time. ... So I think this is the beginning of the end, not the end of the beginning.
My guess is that Tether is solvent. I don't think it lacks solvency.
And the fine was 42 million, which is like, who fucking cares 42 million? And it was between them and another firm. So either the CFTC completely got the fine wrong and they missed a zero or two zeros, or this was not nearly as big as you thought it was.
We should get all the fancy all in pod. We're going to declare a certain time and date where and we encourage everyone who's in Tether to pull out a Tether to stress the system and see what happens.
But I will say that my fraud of the moment, the one that's making my Spidey sense go crazy is Tether. USDT. These guys are, I mean, this feels like it is going to be a 60 billion. ... And then over time, we find out maybe they don't have a dollar in their bank account for each one. The New York Attorney General finds them $18 million says you can't work with anybody in New York. They say we're not a fraud. And I'm like, well, what about the Attorney General who said you were a fucking fraud?