CEO, Atlas Merchant Capital; chairman, Hyperliquid Strategies
3 dated public stances tracked since 2025-09-10, most recently 2026-10-23. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Bob Diamond's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Bob Diamond is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-09-11 | BITCOIN | bullish | -20.3% | -39.4% | -33.2% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BITCOIN | 1 | | 1 bullish | 2025-09-11 |
| HYPE | 1 | | 1 bullish | 2025-09-10 |
| Long Dur Treasuries | 1 | | 1 bearish | 2026-10-23 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-23
Long Dur Treasuries
bearish
CNBC (uncut) · uncut_tv
Tariffs, shrinking labor supply from immigration tightening, and elevated energy prices are structural headwinds that will keep the Fed on hold and push yields higher for longer than markets anticipated
“higher rates for much longer than I think we had been anticipating”
CNBC uncut 2026-10-23 08:47 ET (5 min)
2025-09-11
BITCOIN
bullish
Forward Guidance · video
Bitcoin is a core holding every serious investor should own, accessible either directly via Coinbase or through BlackRock's spot ETF
“of course you should. We just debated how much.”
90d -20.3% · 180d -39.4% · 1y -33.2%
How 10 People Built the Fastest-Growing Crypto Exchange
2025-09-10
HYPE
bullish
Forward Guidance · video
HYPE is the only top-10 crypto token less than a decade old, propelled by explosive exchange growth and a locked-in daily buyback of ~99% of free cash flow that mechanically supports price appreciation in a way no traditional equity board can replicate
“The only token in the top 10 that has not been around for a decade is Hype — the cash generation, the buyback program, all of these things mean this price has real appreciation ahead of it”
Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
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