@BitBrew1 BitBrew

BitBrew posts on X about bitcoin, $btc, ai, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Mentions: [--] #

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CreatorRank: [---------] #

Social Influence

Social category influence cryptocurrencies 48.11% finance 34.91% stocks 18.87% technology brands 4.72% countries 4.72% automotive brands 2.83% financial services 0.94% exchanges 0.94% travel destinations 0.94% currencies 0.94%

Social topic influence bitcoin 23.58%, $btc #3901, ai 10.38%, in the 8.49%, market 6.6%, the world 6.6%, company 5.66%, bullish 5.66%, if you 5.66%, gold 4.72%

Top accounts mentioned or mentioned by @hillerydan @cantonmeow @micro2macr0 @lukegromen @aiaa_swe @giovann35084111 @dowdedward @marypchapman @actuallyclimber @globalhodl @drjstrategy @samuelkabraham @hillery_dan @marketmaestro1 @bitvolt @dgt10011 @albuffalo2nite @peterdiamandis @btcjvs @raomtr4

Top assets mentioned Bitcoin (BTC) Asset Entities Inc. (ASST) Strategy (MSTR) BITMINE IMMERSION TECH (BMNR) SPX6900 (SPX) Purr (PURR) Metaplanet Inc. (MTPLF) Bucket Protocol BUCK Stablecoin (BUCK) Lattice Semiconductor Corp (LSCC) Ethereum (ETH) Bitvolt (VOLT) Strategy Incorporated (STRF) NVIDIA Corp. (NVDA) BlackRock Inc (BLK) Alphabet Inc Class A (GOOGL) Hyperliquid (HYPE) Coinbase Global Inc. (COIN)

Top Social Posts

Top posts by engagements in the last [--] hours

"@MarketMaestro1 Interestingconsumer sentiment is lower than 08seems like they dont care as much about the consumer as they may say"
X Link 2026-02-18T19:44Z [----] followers, [--] engagements

"@Micro2Macr0 We need a change after its passed to allow yield on stablecoins. The banking cartel shouldnt be able to hinder a new industry like this"
X Link 2026-02-18T20:22Z [----] followers, [---] engagements

"Unpopular opinion: S&P [---] inclusion front run will not be as big as advertised due to the simple misunderstanding of Bitcoin and MSTRstill a lot of skepticism. Btw I still believe MSTR will end up being a 500B + MC after this year is over IMO"
X Link 2025-05-14T19:39Z [----] followers, [----] engagements

"All these influencers selling BTCTCs because Bitcoin doesnt look good Umm wasnt the best time to buy MSTR in [----] when Bitcoin didnt look good Oh but now its different okay"
X Link 2026-02-04T00:23Z [----] followers, [---] engagements

"Moving money around Going all in on $MPJPY and $ASST and $PURR. Risk reward is too good compared to other investments I have that have already gone up"
X Link 2026-02-05T15:47Z [----] followers, [---] engagements

"@BITVOLT Did he have his yacht in Cannes there"
X Link 2026-02-07T01:20Z [----] followers, [--] engagements

"Ill be honest. I took a BTC loan around when it hit 95k. I thought risk reward was good. A couple months after I learned about how little debt BTCTCs like $MSTR and $MTPLF had. I learned what good leverage was with the prefs. I learned that with those equities I could get levered exposure without being margin called. Right then and there I realized I wasnt doing it right. I paid back the loan got my BTC back split the funds 50/50 between cold storage BTC and buying $MSTR and $MTPLF. No way of being margin called. That decision was the best Ive made in my life. Ive lost a lot of money. I went"
X Link 2026-02-07T19:42Z [----] followers, [---] engagements

"@dgt10011 $MTPLF"
X Link 2026-02-08T23:53Z [----] followers, [---] engagements

"$STRF is such a wildcard. I could see it going to [---] if Bitcoin makes a large move and actually trading similar to a long term call option on the equity with slightly less vol and a cushion under it. I think the way to view $STRF is think about how high $STRC would go without the ATM at [---] and the [---] call away To the moon. https://twitter.com/i/web/status/2020990851561017614 https://twitter.com/i/web/status/2020990851561017614"
X Link 2026-02-09T22:39Z [----] followers, [--] engagements

"@hillery_dan Deflation This is the interesting thing because its great for tech and AI but deflation also will hit wages and spending as well. Consumer will struggle if this continues. Printing must come not because the economy is bad or the market but because the people need it"
X Link 2026-02-10T15:19Z [----] followers, [--] engagements

"12-24 bear markets are over Climb. Technologic progress is happening too fast for that to be the norm. By the time an equity sells off (if its a great company) AI will make it undervalued and itll just be bought up again because of the progress theyve made in a few months. Look at Anthropic. A few months ago valuation was half what it is rumored to be now. The same goes for BTC just because its not a company doesnt change the fact that our world is exponentially changing. Bitcoin will be useful as a scarce stable (stable is fundamentals not price) asset. Assets will fall quick and recover"
X Link 2026-02-10T16:07Z [----] followers, [---] engagements

"The whole world is moving on chain because its faster cheaper and more efficient. The classic comparison is Tether and JPM. Tether has [---] employees yet over $10B in net income. JPM has 300k employees and only $50B in net income. One is fully on chain and automated and the other isnt. Tell me what happens to BTC market cap if all assets want to move on chain to be more efficient in an AI world. It has to be exponentially higher as it would be the collateral of the on chain world. https://twitter.com/i/web/status/2021255798337290630 https://twitter.com/i/web/status/2021255798337290630"
X Link 2026-02-10T16:11Z [----] followers, [--] engagements

"@ActuallyClimber @global_hodl By that framing $NVDA isnt tested because it hasnt endured a [----] style crisis since it became in the Mag [--]. Should this narrative hold anyone back from being bullish on it"
X Link 2026-02-10T16:26Z [----] followers, [---] engagements

"Okay and those companies that sell actual products can be destroyed just as easily. Youre acting like its safer because it has production The market will always find a better way to produce and that doesnt mean the company you choose (lets just say NVDA) will be the one who withstands the test of time. You know what does withstand the test of time Scarcity. Thats how Gold has done it. Now we have a better version. Gold has outlasted every company. Im willing to guarantee you Bitcoin outlasts $NVDA. https://twitter.com/i/web/status/2021262026522214827"
X Link 2026-02-10T16:36Z [----] followers, [---] engagements

"Thats not at all what I said Blockbuster was once revolutionary. It was destroyed by technological advancement. Time is being sped up by progress. The life of a company in the S&P [---] is like under [--] years and that will decrease as time goes up and progress speeds up. Youre not understanding my point. There will be countless advancements that DESTROY the top companies today. Capital will run to something better. That doesnt happen with Gold and Bitcoin which is why I bring that up. Its not that scarcity is all that matters. Its that Gold has stood the test of time and I believe BTC will as"
X Link 2026-02-10T16:52Z [----] followers, [---] engagements

"This is an important point. One many dont take into account. Bitcoin will withstand the test of time like Gold has. @ActuallyClimber @global_hodl Thats not at all what I said Blockbuster was once revolutionary. It was destroyed by technological advancement. Time is being sped up by progress. The life of a company in the S&P [---] is like under [--] years and that will decrease as time goes up and progress speeds up. @ActuallyClimber @global_hodl Thats not at all what I said Blockbuster was once revolutionary. It was destroyed by technological advancement. Time is being sped up by progress. The"
X Link 2026-02-10T16:54Z [----] followers, [--] engagements

"@AlBuffalo2nite I dont carry cash on me so if someone else took the bill I couldnt help out. Youd be surprised how many people dont carry cash. If you pay by card you gotta handle the tip. Sure its nice to test a woman. But wrong way to do it"
X Link 2026-02-10T20:16Z [----] followers, [---] engagements

"@PeterDiamandis Depends whether one cares about the ILLUSION of privacy"
X Link 2026-02-10T23:55Z [----] followers, [--] engagements

"@cantonmeow Dont know how you find all these chartsso many coincidencesor maybe MMs do it on purpose. Are we in a simulation"
X Link 2026-02-11T00:32Z [----] followers, [---] engagements

"@btcjvs Wrong. mNAV is about current sentiment. Hence why MSTR being at 4x mnav marked the top"
X Link 2026-02-11T01:22Z [----] followers, [---] engagements

"@raomtr4 @hillery_dan As Trump would say What if a bomb drops on your head right now Could care less. Got my whole life ahead of me. Got to think in bets and Bitcoin is a great bet. If Im wrong Ill find another one"
X Link 2026-02-11T16:41Z [----] followers, [--] engagements

"Additionally I think its important to frame the market doesnt know how to value these companies because it doesnt know how to value Bitcoin. Thats okay to me. If you believe in BTC thats your asymmetry. The market is valuing MSTR and MTPLF two well run companies at book value That shows us a few things: [--]. Theres no demand for excess BTC exposure (no surprise look at BTC spot) [--]. The market either doesnt think these companies can expand their BTC holdings or (what I believe is more likely) the market doesnt want to hold these companies in the interim with the uncertainty of BTC price (this is"
X Link 2026-02-11T16:49Z [----] followers, [--] engagements

"@dannycheng2022 Get some farm land bro. Whats the point of having all this hotel looking flashy small places. Looks like somewhere a pimp would bring his hookers. Genuinely. Doesnt scream wealth it screams scummy"
X Link 2026-02-12T11:57Z [----] followers, [---] engagements

"@cantonmeow I think a new cycle is being born. Bitcoin will move first BTC.D shoots up then gets slammed down as the starting gun begins and capital floods into alts"
X Link 2026-02-12T13:52Z [----] followers, [----] engagements

"@hillery_dan Agreed. Was talking about daily drivers. Classics will actually be benefited more with AI. Tbh in [--] years Im not sure if humans will even be ALLOWED to drive. Pretty sure theyll be laws prohibiting humans from driving on main roads"
X Link 2026-02-12T15:24Z [----] followers, [--] engagements

"@hillery_dan What hurdles does $BUCK have to go through to get it available in the US"
X Link 2026-02-12T16:01Z [----] followers, [---] engagements

"Not going to lie Im a little worried $BTC stays correlated to software for a long time. Blackrock has it right. They label it as a risk off global hedge However the market can be irrational for a long time longer than you can believe. Not sure what it will take for BTC to be treated as a scarce non-sovereign store of value. https://twitter.com/i/web/status/2021988771315462165 https://twitter.com/i/web/status/2021988771315462165"
X Link 2026-02-12T16:44Z [----] followers, [---] engagements

"I actually want Gold to go higher. Go ahead keep pumping it. The more liquidity Gold soaks up the more will come into $BTC"
X Link 2026-02-12T18:00Z [----] followers, [--] engagements

"Gemini for research. Claude for building. Im not touching OpenAI again. Google has everything. Theyre a full stack company and integrated with Google search and apps. Claude is a beast. Why would I need Chat AI/acc Gemini [--] Deep Think just got a major upgrade and now its crushing benchmarks with 84.6% on ARC-AGI-2. Its very likely the smartest AI model out there right now. https://t.co/QYprLKtUfP AI/acc Gemini [--] Deep Think just got a major upgrade and now its crushing benchmarks with 84.6% on ARC-AGI-2. Its very likely the smartest AI model out there right now. https://t.co/QYprLKtUfP"
X Link 2026-02-12T18:02Z [----] followers, [--] engagements

"Highly confident that by July $BTC will be on its way up in a new bull market. Metals will take months to distribute and that liquidity will go somewhere"
X Link 2026-02-12T18:19Z [----] followers, [--] engagements

"I am. I treat it as cash position. However I think its important for other products to be built on it. Saylor talks about how banks will build on it and make it have vol of [--] or less than [--] like a stablecoin. $BUCK is getting ahead of the banks but the US is strict with products like this (as you can see with the push back from Bofa and JPM on allowing yield barring stablecoins). Personally I think theyre beyond selfish. They dont care about the consumer at all. Fuck em. Products like this will allow people the opportunity to get yield on cash. We just need regulation to change at some point."
X Link 2026-02-12T18:46Z [----] followers, [--] engagements

"@Giovann35084111 Unlike the traditional financial system which allows excess leverage Bitcoin doesnt. Thats why itll outlast fiat"
X Link 2026-02-12T18:49Z [----] followers, [---] engagements

"Im fine with discussions on this but it should be slow and deliberate. For those who understand BTC we realize that its not under threat any time soon. Adding this post from Jesse Myers to put into perspective how hard it is to steal someones Bitcoin. Sure quantum can make this more probable over time but it has a long way to go https://x.com/croesus_btc/status/2013618812059296224s=46 JUST IN: Bitcoin Improvement Proposal [---] has been merged into the official Bitcoin BIPs repository aiming to strengthen Bitcoin against quantum 👀 https://t.co/kAAdHWqj2y"
X Link 2026-02-12T20:15Z [----] followers, [--] engagements

"I can read $STRC price action in one of two ways: [--]. $MSTR and $STRC are sensing the bottom in BTC and will begin to have immense demand going forward. [--]. $STRC has become a risk off indicator as the market sells off and that includes $BTC Either one is bullish"
X Link 2026-02-12T20:54Z [----] followers, [--] engagements

"If energy is the currency of the future why would Fiat be worth anything And why wouldnt Bitcoin be worth everything"
X Link 2026-02-12T22:43Z [----] followers, [--] engagements

"$HYPE seriously undervalued and has decoupled from the broader crypto market. Have been making some purchases of $PURR the Hyperliquid treasury company. Hyperliquid makes more money than Coinbase. https://t.co/OOvivv3E6y Hyperliquid makes more money than Coinbase. https://t.co/OOvivv3E6y"
X Link 2026-02-12T22:57Z [----] followers, [---] engagements

"Amazing discussion. I want to do more research on the connection of Bitcoin and physics. https://youtu.be/s7-l7gzm_PEsi=qfsuoVLGx52UMA8g https://youtu.be/s7-l7gzm_PEsi=qfsuoVLGx52UMA8g"
X Link 2026-02-13T13:10Z [----] followers, [--] engagements

"How come no ones pricing in the probability that Quantum bends the knee to Bitcoin"
X Link 2026-02-13T13:38Z [----] followers, [--] engagements

"Fed Funds rate should be [---] by now and Ive been saying that since October I expect [---] bps of cuts to get it to [---] this year. Warsh wont be slashing rates to 1% like Trump wants but he will achieve a neutral rate which is closer to 2-2.5 and then go from there"
X Link 2026-02-13T14:18Z [----] followers, [--] engagements

"These days Im kind of tired about hearing and discussing price action for anything. I want to read and discuss something dense. The price for any asset will do what it wants whenever it wants. Specifically for $BTC Im worn out hearing about it. Theres more important things to research and discuss"
X Link 2026-02-13T14:33Z [----] followers, [--] engagements

"Contrary to what many may think doing both a lot of weight and less solid form AND less weight and perfect form is the best way to grow. You need a mix of controlled lifting with perfect form and a mix of straining heavy weight. This is fine. Just include some slower more controlled movements in other reps too. https://twitter.com/i/web/status/2022319483570819411 https://twitter.com/i/web/status/2022319483570819411"
X Link 2026-02-13T14:38Z [----] followers, [---] engagements

"@matthughes13 The hopium is so strong that we have to result to MACDthe horror"
X Link 2026-02-13T15:24Z [----] followers, [---] engagements

"Aside from the [----] recession and FTX crash $BTC doesnt stay blue for long. Buying. Pay attention. For the first time since [----] SMA multiple is flashing dark blue. Every time $BTC shifts into the dark blue zone it has historically marked the best long term buying areas. https://t.co/JiLsJVbCCa Pay attention. For the first time since [----] SMA multiple is flashing dark blue. Every time $BTC shifts into the dark blue zone it has historically marked the best long term buying areas. https://t.co/JiLsJVbCCa"
X Link 2026-02-13T15:36Z [----] followers, [--] engagements

"Our world is corrupt. Humans are bad at running things. Lets just let AI run everything. I guarantee its better than whatever the fuck is going on that we dont know. You really think AI would be more dangerous than all the corrupt and demonic stuff thats going on"
X Link 2026-02-13T15:47Z [----] followers, [--] engagements

"Why should bond vigilantes have any power in an AI world dictated by energy Fiat in general has no power in that world. Soon bonds will have no value because they genuinely dont have any value except for the debt they back. Production will make debt nonexistent therefore making fiat bonds nonexistent. https://twitter.com/i/web/status/2022343318500192764 https://twitter.com/i/web/status/2022343318500192764"
X Link 2026-02-13T16:13Z [----] followers, [--] engagements

"This is abysmal Is this to distract the viewer from their horrible numbers An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T16:21Z [----] followers, [--] engagements

"Most stocks that are labeled as value actually arent value at all. Especially going into such an exponential world of AI. They will be disrupted. Earnings are already starting to suffer on value names and yet capital keeps rotating into them. Once again Ive said this for a while people will need to rethink what value actually is. $BTC https://twitter.com/i/web/status/2022370496839594488 https://twitter.com/i/web/status/2022370496839594488"
X Link 2026-02-13T18:01Z [----] followers, [--] engagements

"@cantonmeow Bitcoin should follow through with more upward momentum. 200k is my target ;)"
X Link 2026-02-13T18:40Z [----] followers, [---] engagements

"Thinking about writing an article about this on Substack. Also diving into what is viewed as safe in todays investment world and how its mispriced and misallocated. The traditional world of investing isnt ready for the singularity. 90% of businesses today will be disrupted. What is safe is not safe Most stocks that are labeled as value actually arent value at all. Especially going into such an exponential world of AI. They will be disrupted. Earnings are already starting to suffer on value names and yet capital keeps rotating into them. Once again Ive said this Most stocks that are labeled as"
X Link 2026-02-13T18:47Z [----] followers, [--] engagements

"Unpopular opinion: Sports are boring now. Either I just dont care anymore or sports are legit worse than when I was younger I think both"
X Link 2026-02-13T19:31Z [----] followers, [--] engagements

"I agree. At some point in the future whether its near or far we cant rule out theres something that can disrupt Bitcoin. How do technologies fail They fail by ignoring them. If we ignore Bitcoin it has a high probability of failing. We must be active but cautious with upgrades to the network. It is never an either or because that implies the world you see today will always be the same and never change. Which we know isnt true. https://twitter.com/i/web/status/2022395809808150534 https://twitter.com/i/web/status/2022395809808150534"
X Link 2026-02-13T19:41Z [----] followers, [--] engagements

"RT @kangminjlee: Because the entirety of their politics doesn't revolve around babysitting third world minorities"
X Link 2026-02-13T19:54Z [----] followers, 11.3K engagements

"I have stopped adding to the market. I added a large chunk on the dip to 65-60k. I am waitingallowing myself time to get more cash. Bottoms can take months. Distribution in the metals run can also take months. Patience here. Im expecting another drop and will add. If not I will see what the market looks like and see what I can do. Capital will take its time to rotate to Bitcoin. No rush"
X Link 2026-02-13T20:08Z [----] followers, [--] engagements

"Coffee. Steak. Bourbon. Keeps me running"
X Link 2026-02-13T20:12Z [----] followers, [--] engagements

"The bear is for building. Assess your cash and cash flow state. Make DCA purchases. Stay calm"
X Link 2026-02-13T20:19Z [----] followers, [--] engagements

"Anthropic and SpaceX are the only IPOs worth buying this year"
X Link 2026-02-13T22:53Z [----] followers, [--] engagements

"RT @Excellion: Everyone is starting to see how powerful STRC is. Just a heads up that Metaplanet has something similar called MARS on the w"
X Link 2026-02-14T00:33Z [----] followers, [---] engagements

"@DrJStrategy What he failed to say is that yield on stablecoins would help the consumer tremendously. An additional 3-4% earnings compared to a regular bank account. Hes a huge proponent of helping the consumer right Yet no backing of this. Disappointed"
X Link 2026-02-14T13:20Z [----] followers, [---] engagements

"@SpaceInvestor_D $HWM"
X Link 2026-02-14T15:44Z [----] followers, [---] engagements

"@cantonmeow I agree. But usually BTC are copper go at the same time"
X Link 2026-02-14T18:18Z [----] followers, [--] engagements

"@cantonmeow Difference is that Bitcoin always goes down because its a crypto And crypto will never be bullish again right ;)))"
X Link 2026-02-15T13:21Z [----] followers, [--] engagements

"These two things is why the Fed is offsides: [--]. Deflation is a bigger concern than inflation [--]. Employment will continue to be a big story in the economy and the last thing that you want is restrictive rates as unemployment goes up"
X Link 2026-02-15T14:44Z [----] followers, [--] engagements

"Its more so his diversification that has allowed him to underperform As he got richer he went away from his core principle He switched to defensive and became over diversified similar to the S&P. He accepted an average 15% return for safety and to keep his wealth instead of concentrating to growth it much more like he did in his early days"
X Link 2026-02-15T16:16Z [----] followers, [---] engagements

"You have but has the market Also to me its not smart to lean on these names that have YET to get their business rightits only going to get harder. Id rather stick with scarcity. BTC energy infrastructure and robotics (defense/aerospace). These are things that are a MUST. We can still get to where were going without what PATH and DUOL offer. https://twitter.com/i/web/status/2023070452638257243 https://twitter.com/i/web/status/2023070452638257243"
X Link 2026-02-15T16:22Z [----] followers, [--] engagements

"$LSCC P/E is almost [----] Yes [----] People are buying this but not $BTC. Capital is mispriced"
X Link 2026-02-15T16:43Z [----] followers, [--] engagements

"@growthrapidly From an asymmetrical and value standpoint $CIFR or $BMNR"
X Link 2026-02-15T17:03Z [----] followers, [---] engagements

"@cantonmeow Same story with $BMNR except worse leadership. Tom Lee is more the face of $ETH than the actual co-founder"
X Link 2026-02-15T20:48Z [----] followers, [---] engagements

"If we didnt get a bubble yet still went significantly under the power law trend line its not stronger. Its weaker. If you dont go up as high yet drop just as far (especially true if it goes lower) then its weaker. The reason is because it hurts future potential CAGR. Has a following BTC cycle ever outperformed a prior cycle No. So from a $BTC bull like myself it puts a ceiling on future performance. 19% in [--] years is not good. https://twitter.com/i/web/status/2023139639138103763 https://twitter.com/i/web/status/2023139639138103763"
X Link 2026-02-15T20:57Z [----] followers, [----] engagements

"This is why $BTC wont go there $ASST is less than [--] billion in market cap. Do you realize the size of the bids this asset will have well before that"
X Link 2026-02-15T21:08Z [----] followers, [---] engagements

"Im trying to look at companies that have such an asymmetric outcome and nothing have come close to a well run BTCTC as [--] mnav. If the market keeps giving me that chance I will keep buying. Ive looked at 5-10 other bullish stocks that I think could easily [--] bag within a couple years and are relatively low risk but compared to these companies the execution risk is so small. All I have to believe is that they will keep buying BTC and BTC will go up 30% a year and Im highly confident that risk adjusted they will be better I see all these companies at [---] P/E and some at [----] or [----] Im like what"
X Link 2026-02-15T21:14Z [----] followers, [--] engagements

"19% for the last [--] If it goes lower like you said it probably will to 40k or lower then its negative return. Power law cant hold up assuming each cycle is weaker than the last if we have a 70% drawdown each time but less growth. Right now Im not too worried. But considering diminshing growth plus potential to it to go lower and stay there for longer its definitely not stronger. That cannot be a plausible argument if you want Bitcoin to have as good of a chance at keeping the power law. Less performance is never better"
X Link 2026-02-15T21:24Z [----] followers, [---] engagements

"Im expecting $SPX and $NDX to follow $BTC. Not selling anything. Just holding. I dont try to assume I can get a better entry in the market by selling and waiting for a dip to buy. But what I do like to do is sit on my hands raise some cash and when the 5-10% dip comes I scale in. https://twitter.com/i/web/status/2023150524183236684 https://twitter.com/i/web/status/2023150524183236684"
X Link 2026-02-15T21:40Z [----] followers, [--] engagements

"Important point. If youre bullish on this year $BTC is the best asymmetrical risk adjusted value trade you can make. $BTC is a shock absorber in the system. Think about it. People sell the most volatile assets first. Then if conditions worsen they sell $NDX then $SPX last. If conditions arent as bad as the market may think $BTC gets hit the most while $NDX and $SPX are fine Hence $BTC is a shock absorber in the system. Think about it. People sell the most volatile assets first. Then if conditions worsen they sell $NDX then $SPX last. If conditions arent as bad as the market may think $BTC"
X Link 2026-02-15T21:49Z [----] followers, [--] engagements

"@_Adrian I saw Alex jones talking about how theyre worried about the stock market crashing because all the billionaires would have to sell their assets in such a scenario where they are targeted because of the release of the files Not that far fetched honestly"
X Link 2026-02-15T21:57Z [----] followers, [---] engagements

"Youre thinking about this world not the future world. I love Dalio but hes not thinking about the future when he discusses Gold. What role will Gold play when the ENTIRE economy is run by AI and agents What role would Bitcoin play in that scenario Dalio is contradictory because he talks about the order breaking while judging the future world on the world he said is breaking https://twitter.com/i/web/status/2023162472841007158 https://twitter.com/i/web/status/2023162472841007158"
X Link 2026-02-15T22:28Z [----] followers, [--] engagements

"My [--] biggest certainties: [--]. Bitcoin [--]. Energy [--]. Robotics Anything else I dont care. It doesnt require my attention or capital"
X Link 2026-02-15T22:29Z [----] followers, [--] engagements

"Note I didnt include the broad AI term. Everything will be AI. Its like saying Im an internet investor Like what My [--] biggest certainties: [--]. Bitcoin [--]. Energy [--]. Robotics Anything else I dont care. It doesnt require my attention or capital. My [--] biggest certainties: [--]. Bitcoin [--]. Energy [--]. Robotics Anything else I dont care. It doesnt require my attention or capital"
X Link 2026-02-15T22:30Z [----] followers, [--] engagements

"The reason retarded investing works a good amount of times is because sometimes people actually have edge. But in the small snapshot in time they may seem retarded in the moment"
X Link 2026-02-15T22:38Z [----] followers, [--] engagements

"Okay sure I get your point but lets take the last [--] peaks for example (if you want to count 126k as the peak and we're entering a full on bear). The second peak is only 80% higher than the last. It couldn't even double. Which means going forward in order to have a peak MORE 80% higher than the prior peak (which would be 226k) we would have to expect Bitcoin to do something it's never done before. Which is to expect a future cycle to OUTPERFORM a prior. Do you see my point Until that's happened we can expect the next BTC top to not be more than 226k."
X Link 2026-02-16T00:48Z [----] followers, [---] engagements

"I actually agree. However that would imply a change in Bitcoins character. [--] year cycles have been predictable and all less than the next in terms of growth. Narratives can change it at any point but thats assuming it even happens the way you see it. Im a bull but it is worrisome for long term trajectory. https://twitter.com/i/web/status/2023202204069376406 https://twitter.com/i/web/status/2023202204069376406"
X Link 2026-02-16T01:06Z [----] followers, [--] engagements

"Worth a read. https://t.co/2aG4Ybn0mp https://t.co/2aG4Ybn0mp"
X Link 2026-02-16T01:24Z [----] followers, [--] engagements

"The country Im really bullish on besides the US is Japan. Very underrated. Buffet style approach"
X Link 2026-02-16T02:26Z [----] followers, [--] engagements

"Every day I hear that progress is speeding up That if youre a business leader by the time you even implement a [--] year plan and attempt to begin it everything in the world has changed. But no one is understanding what this means from an investors perspective. As an investor it will become harder and harder to keep up with the changes and if youre making a bet long term on a company theres no way you can possibly know how theyre adapting to changes within months of things occurring. Goes back to my main point All MOATs are being eroded by AI and picking the winners will be much harder as time"
X Link 2026-02-16T20:01Z [----] followers, [--] engagements

"Kevin if this is such an issue why arent the banks being overrun Wouldnt everyone be scared that the banks would be vulnerable to quantum Bitcoin is a much stronger and secure network than your bank. Either youre blowing smoke or the people selling because of this are dumb"
X Link 2026-02-17T00:43Z [----] followers, [---] engagements

"RT @DrJStrategy: For the record: Dalio proves my point. When Ray Dalio says the world order has broken down and warns of very very da"
X Link 2026-02-17T01:38Z [----] followers, [--] engagements

"RT @ConvexDispatch: Bitcoin is trading near realized price again. If youre a $BTC $ETH $BMNR $MSTR or $ASST investor read in. Realiz"
X Link 2026-02-17T12:45Z [----] followers, [--] engagements

"Try and find a business that grew like this last year and is trading at book value Ill wait. Metaplanet [----] results: -Revenue +738% YoY. -Operating Profit +1695% YoY. -Net Assets +2603% YoY. Stock is up only +3.68% overnight in Tokyo. Tells you everything about where sentiment is currently for Bitcoin/Bitcoin equities. Great opportunity for those with conviction. https://t.co/UunC3X9kOh Metaplanet [----] results: -Revenue +738% YoY. -Operating Profit +1695% YoY. -Net Assets +2603% YoY. Stock is up only +3.68% overnight in Tokyo. Tells you everything about where sentiment is currently for"
X Link 2026-02-17T13:00Z [----] followers, [--] engagements

"RT @DzambhalaHODL: "When the world order is collapsing you should buy Salesforce because in the collapse there will be massive demand for C"
X Link 2026-02-17T14:31Z [----] followers, [--] engagements

"@hillery_dan Would like to see them be 50% like $ASST"
X Link 2026-02-17T14:56Z [----] followers, [---] engagements

"@jrouldz The issue isnt that software companies are dead. The issue is finding the winners for the long term just got 100x harder. Investing is already hard enough. Im staying away"
X Link 2026-02-18T12:01Z [----] followers, [--] engagements

"RT @timevalueofbtc: After the US exports stablecoins to the world an offramp to bitcoin provides stablecoin holders with a neutral reserve"
X Link 2026-02-18T15:06Z [----] followers, [--] engagements

"@Micro2Macr0 He does. The issue is hes clearly driving a specific narrative that he needs to continue to drive and many Gold bugs are following it (including Dalio). Dalio makes no sense to me too. Talks about new order but owns a bunch of boomer stocks from the early 2000s. Huh"
X Link 2026-02-18T17:28Z [----] followers, [--] engagements

"$BTC is a shock absorber in the system. Think about it. People sell the most volatile assets first. Then if conditions worsen they sell $NDX then $SPX last. If conditions arent as bad as the market may think $BTC gets hit the most while $NDX and $SPX are fine Hence if youre a true believer in the market outlook youre long $BTC here because of the asymmetric opportunity to catchup and outperform. Thats why Im always a buyer because I personally dont really think things are as bad as the market may assume $BTC catchup trade and to outperform as good conditions come (low inflation labor is"
X Link 2026-02-15T21:48Z [----] followers, [---] engagements

"@LukeGromen @Micro2Macr0 @DowdEdward @MaryPChapman And Many countries export componentsTaiwan and South Korea export the 2nd and 3rd most in the world Are they going to usurp the US and become the dominant superpower"
X Link 2026-02-17T14:10Z [----] followers, [---] engagements

"@hillery_dan They still hit [--] mnav even with less amplification in the sell off. Not sure how 50% makes it more problematic for the shareholder"
X Link 2026-02-17T16:20Z [----] followers, [---] engagements

"@hillery_dan Additionally less amplification doesnt prevent the market bringing the equity to at [--] mnav or slightly less. Example. Metaplanet. Little debt and even before prefs they were at 1mNAV. The market would bring it to book value no matter what"
X Link 2026-02-17T16:24Z [----] followers, [---] engagements

"@SamuelKAbraham @cantonmeow $LSCC has almost [----] p/e. NarrativeP/E"
X Link 2026-02-17T19:45Z [----] followers, [--] engagements

"RT @GeoMetric_9: $BTC to shock everyone & impulse higher into new ATHs The Directional Bias indicator is flashing the first green triangl"
X Link 2026-02-18T19:48Z [----] followers, [--] engagements

"RT @SecScottBessent: As this Administration has made clear it is imperative that the United States take the lead on developing innovative"
X Link 2026-02-18T20:56Z [----] followers, [---] engagements

"RT @LoganDobson: btw this 1) creates jobs 2) drives down energy prices domestically 3) screws Russia internationally 4) helps pay down t"
X Link 2026-02-18T22:44Z [----] followers, [--] engagements

"Please take a look at my Substack called BitBrew. I am changing my username for it to all be integrated. I will be writing weekly mostly on the weekends. The name came about when I realized I do most of my research and writing over an espresso over the weekend. Bit is a play on $BTC and binary code and Brew is pretty obvious. I want to rebrand and have anything together. Most of my normal posts will be here but my long form articles on Substack. https://substack.com/@bitbrew1r=3sfg1k&utm_medium=ios&utm_source=profile https://substack.com/@bitbrew1r=3sfg1k&utm_medium=ios&utm_source=profile"
X Link 2026-02-12T16:57Z [----] followers, [---] engagements

"@LukeGromen @Micro2Macr0 @DowdEdward @MaryPChapman Yes we know this The US is actively attempting to change this. This does not mean China is in better position by any means. Their economy is suffering much more than you or Dalio would even like to admit"
X Link 2026-02-17T14:16Z [----] followers, [---] engagements

"@LukeGromen @Micro2Macr0 @DowdEdward @MaryPChapman $HSI is flat for [--] years If you want to judge the country by its market by bringing up a few sample sizes Ill bring up [--] years worth"
X Link 2026-02-17T14:45Z [----] followers, [---] engagements

"@hillery_dan Possibly but Ive said in the past that if you increase amplification you also need to increase the USD reserve proportionally"
X Link 2026-02-17T14:59Z [----] followers, [---] engagements

"@hillery_dan $MSTR could have [--] years of dividend coverage and 50% amplification. Is that more risky I dont see it that way"
X Link 2026-02-17T15:00Z [----] followers, [---] engagements

"Heres my view on markets plain and simple. Markets are consolidating gains digesting rotating. This is a healthy pause before everything goes higher. In the meantime Bitcoin and crypto still had too many moon boys and needed to be deleveraged. Now the table is set to go higher for everything. This process can take another 2-3 months before beginning. It may even take until summer. Im not here to time a bottom. Ill buy whenever the long term risk/reward is great and thats now. $BTC will roar back bigger than ever in the 2nd half of the year https://twitter.com/i/web/status/2024267337239843149"
X Link 2026-02-18T23:38Z [----] followers, [--] engagements

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