The KC Shuffle Thesis:

After the fact it was very apparent to all of us that the dog stock was the play. DFV's filing on 7/1/24 of ownership of greater than 5% was enough proof. Link found here

To understand the sequence of events that are unfolding the beginning must be understood.

An SC 13G filing is only required before the end of the 5th business day AFTER 5% ownership is achieved. I would contend that the June 27th dog picture tweet is the signal for the completion of that purchase but is not the beginning.

After that date there was, however, something unique happening in the market where liquidity was drying up. A lack of liquidity often leads to increased market volatility. Investors may become risk-averse during these times and start unwinding their carry trades to avoid potential losses. July 18th the Yen started to strengthen against the US dollar and the Nikkei started to drop. Not much long thereafter (July 31st at 11p EST) the BOJ decided to raise interest rates by .25% and this further strengthened the Yen and caused the Nikkei to plummet on August 1st. As a result, the next trading day in the US markets was a blood bath of volatility without liquidity and the VIX massively shot up from 16.20-65.73 and in 3 days' time (8/5 a very important date). The BOJ rushed to announce that no further rate hikes would be made to provide stability, but the ugly monster was already showing in the options chain, the page had been turned, for what was to come...we will get back to this.

Separation of the Yen to the dollar as it strengthened and then the Nikkei fell with the BOJ increasing rates.

So, what caused this drying up of the liquidity in the market? If financial intuitions were under stress to find shares of something but couldn't then they were going to have to cough up enough cash to hold a position on ledger that was coming due. If everything started to fall apart on 8/5 (the highest the VIX spiked to), what event that is about 35 trading days (don't roll your eyes at me, I know, T 35) in the past would have required a delivery of a position that would have coincided with this carry trade fiasco?

If you guessed the dog stock then you got it right

Yup, you guessed it...the DAY IT ALL STARTED, the KC Shuffle. But is there any way whatsoever that we might be able to confirm that this indeed was the starting date?

https://x.com/TheRoaringKitty/status/1801313585421029445

THE LAST MEME video date is 6/13, the masterpiece, the summoning of the monster, the means to an end, let the spice flow.

I submitted to this subreddit 20 days ago a clue that was disregarded, honestly, I'm glad that it was, the BLUE monster wasn't something you could handle, and the pages needed to be turned to get to the end of the story, the masterpiece of DFV.

Why is any of this important? DFV didn't start exiting his dog stock today, he completed it today. He knew that the VIX blowing up 30 days ago from 9/4 was the key to the spice as that would be future volatility 30 days later causing a low liquidity market to be stressed to the max. Selling off a cash ledger position because nobody had the shares to deliver means that now the monster is stuck for the cash position to close the position in an already stressed-out market.

Wouldn't you know it, on the same day large positions of GME options are being purchased that must be hedged against.

DO NOT TURN THE PAGE!!! There is a monster at the end of this book.