+0.0
net board stance
what this means
8.15
-2.1% · close 2026-11-07
-19% / +26% / -54%
1m / 3m / 12m
-82%
vs SPY since 2025-08-01
18%
of 52w range · -55.1% off high
—
hit rate as primary
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 E84 · silent for 203 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 cg:avalanche-2
No closed window has used this ticker as its primary play, so there is no scored record here yet. Adjacent plays are listed but never scored.
| idea | call | play | result | return | vs SPY | scored |
|---|---|---|---|---|---|---|
| 🪙 Solana is the layer-1 that challenges Ethereum | ▲ LONG | adjacent | WRONG | -79.0% | -63.7 | 2022-10-09 |
The tape — what was actually said
every capture on any idea holding cg:avalanche-2, newest first · quotes verbatim, timestamps deep-link into the episode
They had a whale who had tried to loan out $100 million and they had to freeze their account because they thought the downward pressure, since there's not many buyers in crypto right now, could collapse Solana.
You need to identify through projects like this, the gas fees are a problem so people can move this to Solana.
I mean, I learned a lot of really bullish things about Solana, you know, at this conference. ... you could say that I'm long Solana versus ETH ... I can tell you right now, like this second, we are sitting on Solana that we have not sold. So, you know, I am long in that sense.
I've only been a buyer. I haven't sold a single Solana token. We are net buyers and we're buying a bunch of stuff. ... I think the writing is on the wall, which is Bitcoin is gold, Ethereum looks like it's trending to be silver, and Solana could be the first, but there will be others that come after it of real developer ecosystems that can be built on top of it.
Additionally, it is a fraction of a penny for a transaction, and it can do many more transactions than Ethereum. So it's, you know, technically should be much cheaper.
As a result of that, we are indirect beneficiaries of this huge increase in Solana. It will end up being about a billion dollars of, I think, Solana for us in terms of returns.