Uncommon Analysis

TON: Building the Bull Case
And why TONX may be the asymmetric expression of it
May 7 • Joao

April 2026

Smoke everywhere
03 April 26'
Apr 3 • Joao

March 2026

Trump loves to brag, but it’s working against the US this time
25 Mar 26'
Mar 25 • Joao
Where is the crisis?
22 Mar 26'
Mar 22 • Joao
The Iran-war isn’t over, but is it almost there? My war framework
18 March 26'
Mar 18 • Joao
It's max fear. Buy everything.
11 March 26'
Mar 11 • Joao
Oil is now above $90.
06 March 26'
Mar 6 • Joao
The Worst day in Korea markets. Even worst than the day after 9/11
02 March 26'
Mar 4 • Joao
Enough of the war news.
02 March 26'
Mar 2 • Joao

February 2026

The biggest bull case for PUMP
27 Feb 26' PumpFun bull case
Feb 27 • Joao
Dopamine is high. It was all they up.
25 Feb 26', Wednesday
Feb 25 • Joao
Daily thoughts. "Computers" were people
24 Feb 26' , Tuesday
Feb 24 • Joao
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