🔥 SNITCHING ON KEN GRIFFIN IS SBF’s LAST HOPE!! - AMC Stock Short Squeeze Update

요약 보기

결론: 발언자는 AMC 공매도 압박(숏스퀴즈) 재개를 강하게 주장하며, 이 과정에서 SBF의 기소·구속 상황과 마이클 버리의 대규모 풋옵션 베팅을 시장 폭락 신호로 엮어 해석한다. SBF 관련 주장: 암호화폐 거래소 FTX 창업자 샘 뱅크먼프리드가 증인 접촉(증인 조작) 의혹으로 보석이 취소돼 재구금되었고, 추가 기소도 이뤄졌다고 설명한다. 발언자는 그가 윗선(켄 그리핀 등)을 밀고할 수밖에 없다고 본다. 또한 실버밸리뱅크 전 부사장이 서류 위조로 15개월 징역형을 받은 사례를 언급하며, 누군가는 책임을 져야 하고 곧 시장 폭락 가능성이 있다고 주장한다. AMC 주장: 차입 비용(cost to borrow)이 평균 706%, 최대 956%로 다시 급등했다고 설명한다. 어제 약 500만 주가 추가 대차되어 주가를 끌어내리려는 시도(ladder attack)라고 해석한다. 전환 및 역액면분할 진행과 4억~5억 주 희석 우려에 대해, 실제 희석 물량은 2500만 주 수준이라 반박한다. 주가 하락 원인을 희석이 아니라 합성 주식 생성 때문이라고 본다. 회피 가능성이 있는 AMC·게임스탑 등 밈주식 관련 확실한 매매 권유는 하지 않는다고 밝혔다. 다만 AMC의 Reg SHO 39일 한계에 근접했다고 강조하며 이번 주와 다음 주 전개에 기대를 표한다. 마이클 버리 관련 주장: 버리가 S&P500과 나스닥 풋옵션을 약 16억 달러 규모로 매수했다고 전하며, 2007~2009년 주택시장 CDS 베팅(13억 달러)보다 크다는 점을 들어 시장 대폭락 또는 신용 이벤트를 예상하는 것으로 해석한다. 과거 게임스탑 롱 포지션을 근거로 또 다른 밈주식 스퀴즈가 시장을 흔들 수 있다고도 본다. 게임스탑 Reg SHO 체류 일수(35일 vs 39일) 정정도 언급한다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. today I want to talk about how snitching on his higher-ups like Ken Griffin is Sam bankman Freed's Last Hope as he's just been rearrested for something much more serious and is in a very sticky situation so stay tuned and let's make some money and now I arrive straight in with accumulation so quiver Quant tweeted saying breaking news Sam backman freed has been jailed for tampering with Evans CNBC just produced this article of a US judge sending Sam bankman freed back to jail over witness tampering not only that but the judge sided with a request from federal prosecutors to revoke Sam's bail after alleged witness tampering not only is Sam been sent back to jail but he's been sent there with no bail conditions AKA no second chance of a re-release and Sam will be remanded into custody directly from his court hearing in New York where he will remain ahead of his criminal trial on October 2nd Sam has been sent to Brooklyn's Metropolitan Detention Center which I hear isn't really a nice place obviously Sam isn't going to want to stay there and therefore it's likely he will end up snitching not only that but his request for a delayed the tension pending an appeal was also denied so not only has he been sent back to jail straight away with no delayed attention there's also no chance of a second bail or a re-release the judge said my conclusion is there is probable cause to believe the defendant tried to tamper with Witnesses at least twice it seems Sam clearly has something to hide if he's been witnessed tampering not just once but on two separate occasions and obviously unless Sam wants to remain in this detention center with his future looking ever more Bleak his last opportunity or his last chance is now the snitch and not only that but it seems as of yesterday evening there's yet another indictment that's just been filed against Sam and freed so it seems not only is he back in jail but actually the charges against him are starting to stack up it seems Sam could be headed to jail for a long long time unless he takes the easy way out and snitches on the higher ups and as Robert tweeted he said get ready because Sam bank and freed will rat everyone out he said that Sam might as well give everyone up because it's likely that Sam could potentially have an accident in not too distant future and when I say accident I mean accident he says MCC Lower Manhattan is no joke for those rubbish accidents therefore unless SPF wants to get epsteined with all the cameras off and all the security guards asleep he might as well start ratting everyone out as quick as he possibly can to get out of that jail you may be saying well Tom sandbankment freed paid off quite a few politicians and some of his charges have already been dropped is he really gonna end up going to jail or not but as Frank has tweeted a former Silicon Valley bank vice president will spend 15 months in prison for falsifying documents so it seems somebody is already taking the fall for the Silicon Valley Bank collapse and somebody still needs to take the full Thrifty X and likely the upcoming market crash as well is it going to be Sam bankman freed rotting away in prison or is he going to give up some of his superiors like Ken Griffin this is also happening at a very interesting time as the cost to borrow for AMC as of yesterday and this morning has been skyrocketing once again back towards a thousand percent the AMD Costa barrier averages rocketed back to 706 percent and the cost to buy maximum has rocketed to 956 nearly back over that one thousand percent Mark that comes after an additional 5 million shares were borrowed yesterday in an obvious attempt to ladder the stock down now don't be fooled many shows are out there telling you the squeeze is over as the conversion and reverse split is going ahead and that Adam Aaron must be about to dilute AMC with an additional 4 100 million shares they say the stock price has fallen the cost of borrow has fallen and therefore the AMC play must be over but don't forget Adam Aaron only wants to dilute by a mere 25 million chess on top of that the cost to borrow is running once again and the only reason the price fell yesterday is due to these additional 5 million borrowed shares that were shorted into the market these shares were also likely shorted into the market in the pre-market hours and the aftermarket hours over the weekend well obviously those trading Halls do not have an effect these shorts have tried to combine a ladder attack and the creation of more synthetic shares with the announcement of the conversion and reverse split going ahead obviously trying to blame the price drop on the conversion and not the creation of more synthetics obviously it's not for me to tell you to buy or sell shares of ANC that's something you need to make up for yourself whether you think the players head or not a 50 cash reward and up to 15 free stocks which you could always use to buy more shares of GameStop AMC or of ape deposit signing up to me was free it just requires that temporary deposit and and to help support me as well and on top of that MooMoo is reall advanced charting tools and their own options trading platform and speaking of that 25 million share dilution it seems the shields are coming out against Adam Aaron for diluting at the gate they've completely ignored the fact that it's not 400 or 500 million shares because it's only 25 million now they're saying it's bad that Adam Aaron is diluting after conversion when ape was first released the shorts were upset that Adam Aaron didn't dilute straight out the gates because obviously the price of ape and under AMC ripped straight away obviously Adam Aaron left it a few months before diluting by which time the price of ape had fallen but now all of a sudden Adam Aaron has learned from his mistakes and wants to dilute during that rip but again the shells seemed to be upset it seems nothing Under the Sun can please these shields but again I guess that's why shills will be shills shills always have something negative to say regardless of what happens now on top of that you may have also seen that Michael burry has placed a huge leveraged short position on the stock market with put options Michael burry has just taken out on notional face value over 1.6 billion dollars worth of puts on the S P 500 and the NASDAQ what's impressive about this position is that it's actually larger than his bet against the housing market back in 2007 to 2009.

02. back then Michael burry bought 1.3 billion dollars in credit default swaps and now he's buying 1.6 six billion dollars worth of puts which suggests that Michael burry is actually more confident on a market crash now than he was on a housing market crash back in 2007. clearly Michael Berry is expecting some kind of massive credit event to happen over the next few months and is betting on that massively we know Michael burry was also previously long on GameStop and therefore maybe he's expecting another meme stock squeeze that crashes the market and finally I always wanted to clarify something from my video the other day where I spoke about GameStop spending 35 days on the regulation Sho list as Travis corrected he said that GameStop actually spent 39 days on the regulation Sho list in 2021.

03. he said that it spent 35 days on the regulation Sho list and then some smaller funds were indeed margin called after that four day grace period therefore spending a total of 39 days on the regulation Sho list before the January 2021 run we know AMC is very close to that 39 day limit so I'm very excited to see what happens to the remainder of this week and next week too put a new video cheers