#  @101Sun1 PublicKeyArt PublicKeyArt posts on X about $corz, bitcoin, $blne, $crwv the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1267689155372277761/interactions)  - [--] Week [-----] -73% - [--] Month [------] +154% - [--] Months [-------] +26% - [--] Year [-------] +196% ### Mentions: [--] [#](/creator/twitter::1267689155372277761/posts_active)  - [--] Month [---] +167% - [--] Months [---] +35% - [--] Year [---] +84% ### Followers: [---] [#](/creator/twitter::1267689155372277761/followers)  - [--] Week [---] +0.31% - [--] Month [---] +3.50% - [--] Months [---] +15% - [--] Year [---] +51% ### CreatorRank: [---------] [#](/creator/twitter::1267689155372277761/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [currencies](/list/currencies) [exchanges](/list/exchanges) [countries](/list/countries) [social networks](/list/social-networks) **Social topic influence** [$corz](/topic/$corz), [bitcoin](/topic/bitcoin), [$blne](/topic/$blne) #2, [$crwv](/topic/$crwv), [debt](/topic/debt), [$figr](/topic/$figr) #4, [$iren](/topic/$iren), [market cap](/topic/market-cap), [money](/topic/money), [balance sheet](/topic/balance-sheet) **Top accounts mentioned or mentioned by** [@mikealfred](/creator/undefined) [@saylor](/creator/undefined) [@ericjackson](/creator/undefined) [@corescientific](/creator/undefined) [@pennyether](/creator/undefined) [@adamsullivan1](/creator/undefined) [@thebtcminingguy](/creator/undefined) [@matthewsigel](/creator/undefined) [@chargestack](/creator/undefined) [@repzdacanes](/creator/undefined) [@lukegromen](/creator/undefined) [@scottmelker](/creator/undefined) [@elonmusk](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@billackman](/creator/undefined) [@billfour](/creator/undefined) [@zerohedge](/creator/undefined) [@dotkrueger](/creator/undefined) [@dennisporter](/creator/undefined) [@tsuff101](/creator/undefined) **Top assets mentioned** [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Bitcoin (BTC)](/topic/bitcoin) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [Iris Energy Limited (IREN)](/topic/$iren) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [CORE SCIENTIFIC INC (CORZQ)](/topic/$corzq) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Strategy (MSTR)](/topic/$mstr) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [BlackRock Inc (BLK)](/topic/blackrock) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/$msft) [TeraWulf Inc. (WULF)](/topic/$wulf) [Costco Wholesale Corporation (COST)](/topic/costco) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Equinix Inc (EQIX)](/topic/$eqix) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Reserve (RSV)](/topic/reserve) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Metadium (META)](/topic/$meta) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) ### Top Social Posts Top posts by engagements in the last [--] hours "A bitcoin poem Bitcoin brings together the best and brightest and in a world divided can unite left and rightest. A global neutral settlement layer that sees no boundary. Leaving the old gaurds power structures in a quandary. Here I leave a final Twitter tip - the hash tags of" [X Link](https://x.com/101Sun1/status/1669674622516887553) 2023-06-16T11:53Z [---] followers, [--] engagements "One of the largest bitcoin miner for [---------] marketcap $corzq when the comps are at 2-5 Billion. The market was anticipating a 97% devaluation push by the debt holders and it looks like the equity holders have a chance to come to an agreement with equity in tact. You either followed this trade of a lifetime of you didnt it would be hard for a traditional guy like @BillAckman to see. Maybe someone like @Arca @billfour - also props to @BRileyFinancial if they pull this off" [X Link](https://x.com/101Sun1/status/1671568792324022273) 2023-06-21T17:20Z [---] followers, [--] engagements "$btc is the new space race. Blackrock led the way playing the ESG game. Real estate capture game and now will lead the free market to the Bitcoin game. In the era where markets have been financially captured - blackrock can lead some to financial freedom by using freedom money" [X Link](https://x.com/101Sun1/status/1674372570706231297) 2023-06-29T11:01Z [---] followers, [--] engagements "Thought experiment People have discussed oil being priced in $btc what if the best chips are priced in btc first" [X Link](https://x.com/101Sun1/status/1674531909140099072) 2023-06-29T21:35Z [---] followers, [--] engagements "If you bought bonds you missed out on institutions front running $btc etf with BTC miners $Riot $mara $corzq @RaoulGMI @LynAldenContact @LukeGromen" [X Link](https://x.com/101Sun1/status/1674557877388967936) 2023-06-29T23:19Z [---] followers, [---] engagements "@saylor have you considered $btc mining.Im guessing you probably have decided on the surface its not a good fit for $mstr to directly enter the space. This being said Have you followed $corzq bankruptcy. They are now one of the largest bitcoin miners producing over 1800" [X Link](https://x.com/101Sun1/status/1674565559500025856) 2023-06-29T23:50Z [---] followers, [---] engagements "Crypto funds are getting blown away by the bitcoin mining funds Might be a good time to jump on to the $riot $mara $corzq arca for a consensus play" [X Link](https://x.com/101Sun1/status/1677407409222950912) 2023-07-07T20:01Z [---] followers, [---] engagements "@WifeyAlpha @WallStreetSilv Bonds will not kill all other assets - but the holders of the asset that leveraged and have no liquidity what happend to SVB" [X Link](https://x.com/101Sun1/status/1678182871129812992) 2023-07-09T23:22Z [---] followers, [---] engagements "@jdorman81 Miners are ripping in the face of rising rates. its almost while the US sucks up dollars with higher rates the btc miners are straight up printing liquidity" [X Link](https://x.com/101Sun1/status/1678514182868684801) 2023-07-10T21:21Z [---] followers, [---] engagements "@TheBondFreak Larry Fink bought a lion share of the public btc miners under the radar in [----]. Now he finally embraced a bitcoin ETF he even attempted to communicate @saylor line. Bitcoin is hope. I think of margin call when I think of what comes next and I dont think its them dumping all" [X Link](https://x.com/101Sun1/status/1686301352895590400) 2023-08-01T09:17Z [---] followers, [--] engagements "@CGasparino @elonmusk @X @PayPal PayPal came out with this stablecoin thing" [X Link](https://x.com/101Sun1/status/1695302415917211656) 2023-08-26T05:09Z [---] followers, [--] engagements "@TheBTCTherapist Oh and $mstr" [X Link](https://x.com/101Sun1/status/1695619343122657574) 2023-08-27T02:08Z [---] followers, [--] engagements "@scottmelker Thinking differently from a flipper/bitcoin guy. Rates go up. Inventory remains low. Holding prices maybe slow bleed lower. Blackrock pivots from buying houses to buying bitcoin. Growth happens though the tech revolution. As btc explodes rates . Bond holders go 💣" [X Link](https://x.com/101Sun1/status/1695647055065284856) 2023-08-27T03:58Z [---] followers, [--] engagements "@scottmelker $$hhhhh - and $mstr and $corzq" [X Link](https://x.com/101Sun1/status/1697017743814611142) 2023-08-30T22:45Z [---] followers, [---] engagements "@KobeissiLetter Maybe Im misunderstanding how things work. Dont judge me - asking for a friend. But is this a stand off over the us treasury market - with us economy on one side and the Chinese economy on the other side. the bonds are the battle" [X Link](https://x.com/101Sun1/status/1699157646266565030) 2023-09-05T20:28Z [---] followers, [---] engagements "Hey @BitcoinPierre just started mining bitcoin. Took my $100000 - deposited at x bank. Bank pays [----] savings rate. Ive been mining $375 worth of bitcoin a month Am I doing this right Any tips" [X Link](https://x.com/101Sun1/status/1699906725292474602) 2023-09-07T22:05Z [---] followers, [--] engagements "@menlobear No - Apple already has a place for a private key. Apple integrates bitcoin. Apples buys bitcoin on an ongoing basis. Bitcoin explodes causing Apple stock to explode higher - Apple Tesla blackrock FASB would all be giving the thumbs up btc is a new asset class" [X Link](https://x.com/101Sun1/status/1699999450247389490) 2023-09-08T04:13Z [---] followers, [--] engagements "@StealthQE4 @moeedahmed Hyper inflation* and most market participants have never seen deflation. Just liquidity events" [X Link](https://x.com/101Sun1/status/1701568034962645342) 2023-09-12T12:06Z [---] followers, [--] engagements "@UntrendedYOC In [----] oil prices went negative. In [----] there is above a 0% chance commercial real estate prices to negative and no body has this on their radar @DiMartinoBooth @m3_melody" [X Link](https://x.com/101Sun1/status/1702279029079028095) 2023-09-14T11:12Z [---] followers, [--] engagements "@m3_melody Cash out refi at higher rates but people tapping equity.Sorry was I suppose to stick with the main stream narrative Soft landing of course" [X Link](https://x.com/101Sun1/status/1704634302250787021) 2023-09-20T23:11Z [---] followers, [----] engagements "@LawrenceLepard @saylor can we make sure people know that $100000 #bitcoin is less then $2000 gold. Im not sure people will realize this when Mr Fink slams the buy button. Im afraid people will see price not marketcap thus missing the second or third $100000. im thankful blackrock is about hope 🙏. I am too" [X Link](https://x.com/101Sun1/status/1704710671081066528) 2023-09-21T04:14Z [---] followers, [--] engagements "@leadlagreport serious question. Governments bought the bonds boomers bought the bonds private equity bought the bonds banks bought the bonds is the time in the demographic cliff which the next gen is supposed to step up to buy the bonds Like millennials buy bonds We" [X Link](https://x.com/101Sun1/status/1704716195273011425) 2023-09-21T04:36Z [---] followers, [--] engagements "@DonMiami3 serious question Ive been posing.Governments bought the bonds boomers bought the bonds private equity bought the bonds banks bought the bonds is the time in the demographic cliff which the next gen is supposed to step up to buy the bonds Like millennials buy bonds We" [X Link](https://x.com/101Sun1/status/1704716727001764227) 2023-09-21T04:38Z [---] followers, [--] engagements "bought bitcoin GameStop and jpegs before we knew you could trade a bond. A [--] year at [----] sure is cute though. Who do you think is going to systemically/demographically going to step in to take the bid" [X Link](https://x.com/101Sun1/status/1704717248601235549) 2023-09-21T04:40Z [---] followers, [--] engagements "@billfour @BillAckman Swaptions sound cool like a fun exotic Wall Street derivative you can make a few bucks. #Bitcoin sounds like a world changing idea that can remove carbon make the system more open and inclusive all while having the upside potential that we all love" [X Link](https://x.com/101Sun1/status/1705232101136851435) 2023-09-22T14:46Z [---] followers, [--] engagements "New chapter [--] update for $corzq - this company has restructured liabilities put together a partnership to have access to more bitmain units get re-listed increased cash position. now they are adding power to their newly built $70000000 facility - for a cost of $1000000 see update screenshot and full update below. owners of $mara $riot who are not opened minded will not understand. Full update - https://cases.stretto.com/corescientific/court-docket/#search https://cases.stretto.com/corescientific/court-docket/#search" [X Link](https://x.com/101Sun1/status/1706377584811053111) 2023-09-25T18:38Z [---] followers, [---] engagements "At 3.5% the paper btc ponzi went bust At 4% the meme stock fun got crushed At 4.5% the SPACS died At 5% the refi bankers cried At 5.5% the housing market stalled At 6% the bankers with long dated leverage will get called. At 6.5% @BillAckman says hell buy only to be followed with saylors all time high @saylor" [X Link](https://x.com/101Sun1/status/1706437585621623150) 2023-09-25T22:36Z [---] followers, [--] engagements "@danheld I prefer blackrocks approach - dont block the consumer just make money of the consumer - make it a win win" [X Link](https://x.com/101Sun1/status/1706702362210115930) 2023-09-26T16:08Z [---] followers, [---] engagements "Bond market hunting for blood looking for someone overleveraged" [X Link](https://x.com/101Sun1/status/1706741910491349292) 2023-09-26T18:45Z [---] followers, [--] engagements "@BobEUnlimited Agree. Im a REI and people I talk to keep asking about real estate but youll still have cash buyers if other assets hold. Problem is cash buyers are often using margin (or sales) from stocks due to its liquid nature. once people realize stocks are over valued due to a" [X Link](https://x.com/101Sun1/status/1707222549040631875) 2023-09-28T02:35Z [---] followers, [--] engagements "@Ashcryptoreal The comedy of regulators debating/approving eth And btc etfs only for ETFs to be rolled out tokenized on eth/btc like chains @CathieDWood" [X Link](https://x.com/101Sun1/status/1707479665634640281) 2023-09-28T19:37Z [---] followers, [---] engagements "@saylor Dont bail out the automakers - orange pill them and the @UAW @jimfarley98 @mtbarra. Youll gain [------] bitcoiners help solve a major dispute and help both employees and company plug in before @BlackRock does" [X Link](https://x.com/101Sun1/status/1707823040413970624) 2023-09-29T18:21Z [---] followers, [---] engagements "@saylor @UAW @jimfarley98 @mtbarra @BlackRock The first between @GM and @Ford that includes btc on their balance sheet gets first mover advantage (more upside) and further from insolvency risk in tough markets" [X Link](https://x.com/101Sun1/status/1707823493025509605) 2023-09-29T18:23Z [---] followers, [---] engagements "@LPCapitalChi Felt like this whole talk with Larry fink today was about bitcoin - either that or I drank to much orange juice this morning" [X Link](https://x.com/101Sun1/status/1707835890285130050) 2023-09-29T19:13Z [---] followers, [--] engagements "@GuyDealership They literally need to stop over complicating electrification. Do hybrids give UAW employees bitcoin followed by putting #bitcoin on fords balance sheet. People dont mind hybrids until E chargers are all over and faster. Tesla will be Tesla" [X Link](https://x.com/101Sun1/status/1707888977246838801) 2023-09-29T22:43Z [---] followers, [----] engagements "@MarioNawfal Blackrock/Larry fink using the word hopein every interview - while owning 8% of microstrategy is at the same time attempting to launch a bitcoin ETF and people not reading through the tea leaves is comical" [X Link](https://x.com/101Sun1/status/1709942528273957167) 2023-10-05T14:44Z [---] followers, [--] engagements "@m3_melody Love your digging on the real estate data to find nuggets of info. Have you come across/ done any digging on utility providers data to see if there are any gems I used this data for acquiring distressed markets in the past. What do you mean by productive money" [X Link](https://x.com/101Sun1/status/1710356245448884499) 2023-10-06T18:08Z [---] followers, [--] engagements "@JeffSnider_AIP thats literally ethereum its a little confusing why you cling to bitcoin but like what ethereum has to offer and complain about bitcoins strength" [X Link](https://x.com/101Sun1/status/1710597123300069731) 2023-10-07T10:05Z [---] followers, [--] engagements "@texasrunnerDFW @NewsLambert @MBAMortgage @NAHBhome @nardotrealtor Dont blame me for buying [--] Airbnbs with LOC Its the rates fault Not my liquidity situation my greed or my desire to persist in overfinancilizing housing. We need another [--] years or so of Zirp" [X Link](https://x.com/101Sun1/status/1711441943144915443) 2023-10-09T18:02Z [---] followers, [--] engagements "Investors looked for value we found it. The value wasnt the house it was in leveraging up money while increasing the money supply.Fannie gives us 100k for every 10k we put in. While we have to pay it back - we know if everyone has more dollars no student debt payments higher fico scores and 3% mortgages you cant really mess up until the framework changes. Making the decision to jump in was easy for most it was leaving the game that was hard. I left money on the table I know I did. Only the experienced non fiat addicted investors left. The value was a devalue" [X Link](https://x.com/101Sun1/status/1711868695210029474) 2023-10-10T22:17Z [---] followers, [--] engagements "Will the @uaw consider bitcoin in resolving its disputes [--] century inflation requires 21st century solutions. #Bitcoin @Dennis_Porter_ @saylor" [X Link](https://x.com/101Sun1/status/1712698410023981343) 2023-10-13T05:14Z [---] followers, [--] engagements "@jdorman81 No one is front running this Anyone own major shares in $mstr $mara $riot $corzq $coin" [X Link](https://x.com/101Sun1/status/1713790431673389537) 2023-10-16T05:34Z [---] followers, [---] engagements "@texasrunnerDFW Real estate - no. Dating my money market rate - yeah" [X Link](https://x.com/101Sun1/status/1714723169771323691) 2023-10-18T19:20Z [---] followers, [---] engagements "You wake up on Saturday to a $85000 bitcoin price. Turns out one of the hundreds of international tech companies goes in hard. You dont have access to purchase bitcoin - you do which of the following. A) panic B) phone a friend C) panic more" [X Link](https://x.com/101Sun1/status/1715506989709906079) 2023-10-20T23:15Z [---] followers, [--] engagements "Hot off a red eye from LA back in the Land to #LetEmKnow @cavs" [X Link](https://x.com/101Sun1/status/1718054928176869403) 2023-10-27T23:59Z [---] followers, [--] engagements "@mikealfred @DylanLeClair_ Remember when $corzq started BK and was going to be diluted 97% and the market didnt realize that $btc was about to pop their cost structure changed during bk RSA changed and the market didnt realize a year later that they are not getting diluted 97%oh wait" [X Link](https://x.com/101Sun1/status/1720161978688364661) 2023-11-02T19:32Z [---] followers, [---] engagements "@elonmusk Including monitarily - Do you own bitcoin on the x balance sheet" [X Link](https://x.com/101Sun1/status/1725232532785074673) 2023-11-16T19:21Z [---] followers, [--] engagements "Gold and bitcoin up is the pain trade regardless of feelings. Traders made a crap ton of money on other people getting debased on bonds - this time it will be them they took the bait. To the Wall Street tradfi crowd it looks like an easy play. All for a chance to make what 203040%" [X Link](https://x.com/101Sun1/status/1726162329564283054) 2023-11-19T08:55Z [---] followers, [---] engagements "@elonmusk Will either have $bitcoin on their balance sheet" [X Link](https://x.com/101Sun1/status/1726242594777141316) 2023-11-19T14:14Z [---] followers, [--] engagements "Ring ring yes this Larry. Im looking for the CEO of the bitcoin Mine. This is him. Yes - I just wanted to remind you we want you to HODL your bitcoin on balance sheet Id like to remind you Im the largest shareholder and your own of the [--] largest bitcoin miners Ceo - you got it Were here for shareholders" [X Link](https://x.com/101Sun1/status/1729607843350016141) 2023-11-28T21:06Z [---] followers, [---] engagements "@leadlagreport hot take - rates going back down a little bit fucks us more. The market wants to get fucked to see who gets caught with their pants down so everyone can get their cost of capital way back down" [X Link](https://x.com/101Sun1/status/1729718108732952608) 2023-11-29T04:25Z [---] followers, [--] engagements "Id like to remind people in private equity hedge funds etc. The largest public bitcoin miner $corzq is publicly traded under $160 million market cap as of Friday. $mara $riot were almost $3Billion Its in BK - however its at the finish line all cards are on the table. Bitcoin is about game theory and first mover advantage. @CathieDWood @mikealfred @billfour @TimDraper @LawrenceLepard" [X Link](https://x.com/101Sun1/status/1731578746749223288) 2023-12-04T07:38Z [---] followers, [---] engagements "@realMeetKevin the most hated rally right now is bitcoin miners proxy for the short commodity squeeze with incoming demand infrastructure such as ETF and change in tax law. Hate it but do you play it Thoughts" [X Link](https://x.com/101Sun1/status/1737154007058256002) 2023-12-19T16:52Z [---] followers, [--] engagements "How much bitcoin has saylor purchased USD per year If price/narrative contintues to add accretive value what miner is going to sell their bitcoin in the next [--] months. Now miners are going to use FASB accounting meaning they have a whole new asset on their balance sheet. The Wall Street catch up trade and the shorts.oh you mentioned the ETF we should be ok on supply demand for positive momentum" [X Link](https://x.com/101Sun1/status/1737730513463636265) 2023-12-21T07:03Z [---] followers, [---] engagements "@denverbitcoin To be fair if coinbase captured that much I think people not familiar with bitcoin would say bitcoin is a coinbase scam. It reminds me of musk always talking doge but owning a shit of bitcoin on tesla balance sheet" [X Link](https://x.com/101Sun1/status/1737916539226194182) 2023-12-21T19:22Z [---] followers, [---] engagements "@danieleripoll The only place they could really do this at an institutional level is the.bitcoin. miners. ( and $mstr $tsla and a few others)" [X Link](https://x.com/101Sun1/status/1738102348990587272) 2023-12-22T07:41Z [---] followers, [---] engagements "@rajatsonifnance If any one of those companies decides to put bitcoin on their balance sheet or even just integrate btc into their platforms it will be game theory on steroids.based on current rumor mill could be aramco" [X Link](https://x.com/101Sun1/status/1738168326164213842) 2023-12-22T12:03Z [---] followers, [---] engagements "@Bobby_1111888 The most hated rally ever is this bitcoin miner rally. People dont get bitcoin and they dont get this rally" [X Link](https://x.com/101Sun1/status/1738169811186995209) 2023-12-22T12:09Z [---] followers, [--] engagements "@CNBCClosingBell @HightowerAdvsor @Stephanie_Link Hence there is a rush to the bitcoin miners for every [---] investors on one side - there are 1-2 on the other.$mara $riot $corzq $clsk" [X Link](https://x.com/101Sun1/status/1738186601510150179) 2023-12-22T13:15Z [---] followers, [---] engagements "Interesting thought pre-ETF the market only has niche channels for exposure to the asset. AKA the miners and $mstr Not to mention I think there was some short pressure on some names due to assumption the havening would be bad for the miners. However at the beginning of the year - all the public miners combined were less than $2Bill. Now they are still less then $15Bill.Shit coin market is $350Billion. I started buying $corz $clsk and a few others in Jan nothing will be sold until the ETF.Additionally I have side capital to acquire more incase $ec punts again somehow" [X Link](https://x.com/101Sun1/status/1738327835335589992) 2023-12-22T22:37Z [---] followers, [---] engagements "@Micro2Macr0 Reminder - shitcoin combined public market cap is $350Billionish. All Public bitcoin miners combined market cap - under 15Billion" [X Link](https://x.com/101Sun1/status/1738964375199965482) 2023-12-24T16:46Z [---] followers, [----] engagements "@saylor is number one in public markets world wide for his bitcoin play. That being said he missed an opportunity to buy a public miners at their all time low. That being said $corzq one of the largest bitcoin miners still has a $750million market cap" [X Link](https://x.com/101Sun1/status/1740297337258512707) 2023-12-28T09:03Z [---] followers, [---] engagements "@Micro2Macr0 Still no $corzq Largest btc miner - lowest marketcap" [X Link](https://x.com/101Sun1/status/1740414715518665087) 2023-12-28T16:49Z [---] followers, [---] engagements "@MortensenBach $corzq has been explosive however is still under $800million dollar market cap and the largest bitcoin miner" [X Link](https://x.com/101Sun1/status/1740744652775628988) 2023-12-29T14:40Z [---] followers, [---] engagements "@MortensenBach However I love most of the miners I have positions in $mara $clsk $riot $cifr but my largest is $corzq as I started acquiring at .08 cents" [X Link](https://x.com/anyuser/status/1740745360027340840) 2023-12-29T14:43Z [--] followers, [---] engagements "Its easy for me to see there are some good operations but [--] stands out as an easy take over target. $corzq - core scientific. They are basically the largest bitcoin miner at a marketcap of less then $700 million dollars with roughly $1 billion of debt. Ownership has roughly a 30% stake diverse portfolio of geographic locations real estate and in house service. BK shined a light on every nook and cranny bitmain wants an equity stake they cleaned up the Celsius situation and some bad debt. I have positions in most of the miners however I notice most ignore the co bc of chapter [--] that they dont" [X Link](https://x.com/101Sun1/status/1740821743105659125) 2023-12-29T19:47Z [---] followers, [---] engagements "Core scientific is ripe for a take over. Anyone can comb through there books bc of chapter [--] they are massive diverse as large as $mara but $700 marketcap since they are OTC vs listed creating a smaller buyer pool. They are on the fourth RSA with debtors waiting for approval in 2/3 week of January. Shareholders are set to get roughly 33% with two tranches of warrants. Its a subpar deal. A better deal would be for someone to offer to take over the debt in exchange for 20% dillution of shareholders upon taking possession wipe the debt. It would instantly pump the stock to by billions and" [X Link](https://x.com/anyuser/status/1740830186940080211) 2023-12-29T20:20Z [--] followers, [---] engagements "@thepowerfulHRV Now do $corzq returns for the year. The largest leveraged bitcoin miner - that is in chapter [--] however ran into a liquidity crunch" [X Link](https://x.com/101Sun1/status/1740846177602654248) 2023-12-29T21:24Z [---] followers, [---] engagements "@mikealfred @HHorsley Love this call I have the same group of stocks need to revisit eaglebrook and bitfarns - but to overlook the largest bitcoin miner that only has a $700 marketcap OTC wrapping up chapter [--] $corzq" [X Link](https://x.com/101Sun1/status/1740901139208712305) 2023-12-30T01:02Z [---] followers, [---] engagements "@costplusdrugs @mcuban are you guys considering putting a small portion of your balance sheet in $btc like @saylor @elonmusk. Youve been a leader in deflationary prices for consumers you should consider putting a deflationary asset with a network of people that also has buying power to turbo charge sales while potentially growing your balance sheet" [X Link](https://x.com/101Sun1/status/1742061036595728423) 2024-01-02T05:51Z [---] followers, [--] engagements "@YumiBod @PresentWitness_ The year is [----] to buy a house credit based on income no longer buys you a house based on current underwriting guidelines - assets based on bitcoin is the Noahs ark. Or is that 2024" [X Link](https://x.com/101Sun1/status/1742071541607571546) 2024-01-02T06:33Z [---] followers, [--] engagements "@SantiagoAuFund Im not [--] years to early.People have been making this argument for 30-40 years. Maybe they are the ones that were [--] years too early and your not [--] years to early. Also why is wallstreet bidding for my bitcoin my $mstr and my bitcoin mining stocks" [X Link](https://x.com/101Sun1/status/1742404004389241109) 2024-01-03T04:34Z [---] followers, [---] engagements "@luke_broyles @saylor And miners going forward have little incentive to sell with FASB" [X Link](https://x.com/101Sun1/status/1742409373358449022) 2024-01-03T04:55Z [---] followers, [---] engagements "@PrestonPysh How does this change $mstr books Wouldnt it be a massive shift" [X Link](https://x.com/anyuser/status/1742981614895026454) 2024-01-04T18:49Z [--] followers, [---] engagements "@rajatsonifnance Most people will see a $100000 number and not realize its cheaper then way cheaper than a $2000 gold price" [X Link](https://x.com/101Sun1/status/1743054735912137002) 2024-01-04T23:40Z [---] followers, [---] engagements "@Eric_BIGfund Wall Street is about to show the world what happens when you put a scarce digital asset on your balance sheet" [X Link](https://x.com/anyuser/status/1743321947503804567) 2024-01-05T17:21Z [--] followers, [--] engagements "@rovercrc It would be funny is thats what funds the etfs lol" [X Link](https://x.com/anyuser/status/1743358093759824106) 2024-01-05T19:45Z [--] followers, [----] engagements "@elonmusk Tokenized electric miles driven backed by the bitcoin on your balance sheet" [X Link](https://x.com/101Sun1/status/1743416811704700965) 2024-01-05T23:38Z [---] followers, [--] engagements "@RobertMSterling @BillAckman [---] Billion covid trade was incredible. The timing of this attack combined w/a launch of a institutional grade tool that empowers free speech defis censorship can be a tool for left right rich/poor alike might provide opportunity and irony. Seeding any ETFs @EricBalchunas" [X Link](https://x.com/101Sun1/status/1743987821306839205) 2024-01-07T13:27Z [---] followers, [---] engagements "@leadlagreport Good luck stuffing 2-3B into a small daily production at the same time saylor is selling stock to buy more combined with potentil interest from sovereign wealth funds. Its one thing for people to front run its another when [---] big boys are running through one small door" [X Link](https://x.com/101Sun1/status/1743992736729231758) 2024-01-07T13:47Z [---] followers, [---] engagements "@leadlagreport Boomers learn as much as the TV tells them. If CNBC says price of bitcoin is $100000 they will think maybe I should buy gold its only $2000 Not realizing bitcoin would be less then half the market cap still" [X Link](https://x.com/101Sun1/status/1743997659701301636) 2024-01-07T14:06Z [---] followers, [---] engagements "@416PMInvestor @leadlagreport It literally could keep the market afloat between the bitcoin miners $mstr and the etf" [X Link](https://x.com/101Sun1/status/1743999002729947498) 2024-01-07T14:12Z [---] followers, [---] engagements "@EricBalchunas I mean if they fund the bitcoin ETF with their own money - they could do zero while making a shit ton on their own returns" [X Link](https://x.com/101Sun1/status/1744326824409371086) 2024-01-08T11:54Z [---] followers, [---] engagements "if citadel front rounds trades on robinhood how do they handle the launch of the bitcoin etf @SatoshiFlipper" [X Link](https://x.com/101Sun1/status/1744337971636318496) 2024-01-08T12:39Z [---] followers, [---] engagements "@Jamie1Coutts Shhhh not even the smartest private equity guys I know realize this" [X Link](https://x.com/101Sun1/status/1744550891225842028) 2024-01-09T02:45Z [---] followers, [--] engagements "@rinnowardana 2nd largest public bitcoin miner under $700 million market cap- go" [X Link](https://x.com/101Sun1/status/1744717415358046380) 2024-01-09T13:47Z [---] followers, [---] engagements "@elonmusk @WSJ Bitcoin encourages people to work together vs fight for rent seeking eye balls and/or clicks" [X Link](https://x.com/101Sun1/status/1744818972321870121) 2024-01-09T20:30Z [---] followers, [--] engagements "@TulsiGabbard @elonmusk Bitcoin helps with this" [X Link](https://x.com/101Sun1/status/1744819112650621008) 2024-01-09T20:31Z [---] followers, [--] engagements "@ryancohen @CathieDWood @billfour @BillAckman The largest bitcoin miner - very similar to $mara has a marketcap under $700million. $corzq Core Scientific Wrapping up chapter [--] - all details of business are layed out. Yes Im talking my book however I own a bunch of the public miners bitcoin etc.Im curious whose going to kick off the conversation Why hasnt this been acquired by an activist investor" [X Link](https://x.com/101Sun1/status/1745148802078814555) 2024-01-10T18:21Z [---] followers, [---] engagements "Option 1) celebrate bitcoin ETF Option 2) convince @Costco that partnering with a bitcoin exchange is more valuable then selling gold Maybe @saylor has some ideas" [X Link](https://x.com/101Sun1/status/1745298640338587861) 2024-01-11T04:16Z [---] followers, [--] engagements "@EricBalchunas It will be zeitgeist-y when the ESG crowd learns that bitcoin mining can be done at landfills capture methane and then people realize it can be carbon negative. Until then. Thank you Eric for all your work analysis and professionalism throughout the bitcoin etf journey" [X Link](https://x.com/101Sun1/status/1745430345594593615) 2024-01-11T12:59Z [---] followers, [---] engagements "@EricBalchunas Eric when money is swapped for shares how long do the ETFs have before they have to match in spot bitcoin purchases - [--] hours" [X Link](https://x.com/101Sun1/status/1745463932805075160) 2024-01-11T15:13Z [---] followers, [--] engagements "@EleanorTerrett @BlackRock @MicroStrategy @EricBalchunas @Blackrock vs @saylor the modern day space race" [X Link](https://x.com/101Sun1/status/1747315069896339468) 2024-01-16T17:49Z [---] followers, [---] engagements "@zerohedge Also - bitcoin should be shut down and we do have a bitcoin etf" [X Link](https://x.com/101Sun1/status/1747599911544315913) 2024-01-17T12:41Z [---] followers, [---] engagements "@Dennis_Porter_ And why is Larry Fink - who influences ETFs Energy companies and nations out doing a media masterclass communicating the benefits of a bitcoin world" [X Link](https://x.com/101Sun1/status/1747690554782343674) 2024-01-17T18:41Z [---] followers, [---] engagements "@texasrunnerDFW A currency devaluation" [X Link](https://x.com/101Sun1/status/1749109203174920658) 2024-01-21T16:38Z [---] followers, [---] engagements "@crypto Why is this on Bloomberg crypto @EricBalchunas - reminds me of when Larry Fink was discussing bitcoin mitigating counter party risk when discussing bitcoin on fox back in July" [X Link](https://x.com/101Sun1/status/1749236459431977088) 2024-01-22T01:04Z [---] followers, [--] engagements "Wow Ive been comparing to the alternative coin market didnt think of this. Now do this combined with how much revenue compared to employees debt on balance sheet and I think youll add to the thesis. I took a very large position in the miners over the past year and will look to add if they further get beat up" [X Link](https://x.com/101Sun1/status/1750042388331143346) 2024-01-24T06:26Z [---] followers, [---] engagements "@nickgerli1 As a flipper market is important but macro is the tailwind. Cashed in my chips last year waiting to play again. Already miss it" [X Link](https://x.com/101Sun1/status/1750426022414360844) 2024-01-25T07:50Z [---] followers, [--] engagements "Bitcoin B crazy like thatWall Street bitcoin EDU so far - use Authenticator app - price fluctuations of 10% are boring - @saylor isnt over leveraged - anyone can tip a person/or institution that publishes public address However most still dont realize you can send bitcoin over Twitter though" [X Link](https://x.com/101Sun1/status/1750995390764392886) 2024-01-26T21:33Z [---] followers, [--] engagements "@EricBalchunas Anytime I get 1% bearish on bitcoin I listen to this interview with Larry Fink from July. Then I realize I cant produce more theres less being distributed on a daily basis come [--] months and think I feel like I need way. way. way. more" [X Link](https://x.com/101Sun1/status/1751063904502100042) 2024-01-27T02:05Z [---] followers, [---] engagements "@leonwankum With much lower dollar commitment and much higher upside and no cost of carry. Thats why I stopped flipping. Went from [--] projects to only bitcoin 🤭" [X Link](https://x.com/101Sun1/status/1751126192940540404) 2024-01-27T06:13Z [---] followers, [--] engagements "@BitPaine Your probably right - that also probably means bitcoin mining is gonna be extremely valuable. this is my thesis. The bitcoin is valuable - however the more uncensorable the more valuable" [X Link](https://x.com/101Sun1/status/1751307316295827942) 2024-01-27T18:12Z [---] followers, [--] engagements "@rajatsonifnance Agree. When i was running [--] flips at a time the real estate was my bank holding its earning power since money in the bank in [----] earned zero" [X Link](https://x.com/101Sun1/status/1751633939935216073) 2024-01-28T15:50Z [---] followers, [---] engagements "@crypto And Blackrock invested how much in bitcoin miner data centers" [X Link](https://x.com/101Sun1/status/1751891876939289069) 2024-01-29T08:55Z [---] followers, [--] engagements "@DeItaone The Jamie Dimon bitcoin pivot is coming. Wait for it.wait" [X Link](https://x.com/101Sun1/status/1752046466485653914) 2024-01-29T19:10Z [---] followers, [----] engagements "Bill i think people understand chance this happens. Secrets out they are very active in owning the btc miners now the etf. Their own etf gives them the opp to own spot with almost zero slippage. Just like Ark is putting money in there own etf. A .05% allocation over a short time window could be disastrous for supply on top of that you would have other financials racing to do the same thing - thus multiplying the demand. Blackrock doing this will solve growth through price for a lot of financials pensions etc Combine with halving Schwab maybe getting in the game at scale and clear interest" [X Link](https://x.com/101Sun1/status/1752311720432058773) 2024-01-30T12:44Z [---] followers, [--] engagements "@dotkrueger Under rated in [----]. FASB changes will lead to miners selling less as bitcoin now becomes an asset on their balance sheet" [X Link](https://x.com/101Sun1/status/1752703376503296450) 2024-01-31T14:40Z [---] followers, [----] engagements "@SRIS2023 So your saying this change doesnt apply to custodial holdings for companies such as marathon digital or microstrategy" [X Link](https://x.com/101Sun1/status/1752722240712634511) 2024-01-31T15:55Z [---] followers, [--] engagements "Bitcoin institutionalization might happen like the pac12 dissolving. Years in the making - but fast in the momentdays weeks and a month or two . But when it happens people figure it out and we carry on. The question is - who are UCLA and USC. My guess Blackrock and Fidelity" [X Link](https://x.com/101Sun1/status/1752752676327326132) 2024-01-31T17:56Z [---] followers, [--] engagements "@dave_t2 @dotkrueger I noticed your profile mentions CPA - from your eye does it only apply to ETFs and trusts" [X Link](https://x.com/101Sun1/status/1752843612155736494) 2024-01-31T23:57Z [---] followers, [--] engagements "@StealthQE4 The timely downgrade" [X Link](https://x.com/101Sun1/status/1752902620812087443) 2024-02-01T03:52Z [---] followers, [--] engagements "Prediction from someone in real estate and bitcoin. Bitcoin owners will buy real estate for satoshis on the dollar. @LynAldenContact" [X Link](https://x.com/101Sun1/status/1753128377912017404) 2024-02-01T18:49Z [---] followers, [--] engagements "@zerohedge Now do AI in $mstr" [X Link](https://x.com/101Sun1/status/1753319746748256383) 2024-02-02T07:29Z [---] followers, [---] engagements "@Rex_Finance @CleanSpark_Inc So are you suggesting [--]. $corz [--]. $clsk" [X Link](https://x.com/101Sun1/status/1753882201778012440) 2024-02-03T20:44Z [---] followers, [---] engagements "@Micro2Macr0 You mean into halving - earnings are in the past buddy. Im prepped to hit the buy button much lower" [X Link](https://x.com/101Sun1/status/1754566973114265958) 2024-02-05T18:05Z [---] followers, [---] engagements "@dollar_mara And $clsk and $corz" [X Link](https://x.com/101Sun1/status/1754592931296805268) 2024-02-05T19:48Z [---] followers, [---] engagements "@HODL15Capital @saylor If $mstr opens a bitcoin App Store the market cap goes to " [X Link](https://x.com/101Sun1/status/1754619477877260416) 2024-02-05T21:34Z [---] followers, [---] engagements "@billfour @neelkashkari When we raised interest rates bitcoin got crushed Actually - no the bond holders got crushed local banks got crushedcausing - as Larry Fink suggested people to run to a flight to safetyBitcoin went from [-----] [-----]. Crushed" [X Link](https://x.com/101Sun1/status/1754951093749219719) 2024-02-06T19:32Z [---] followers, [--] engagements "First retailer to integrate bitcoin rewards instantly increases buying power to customer over time meaning the customer can spend more with them on top of that increases their market cap just like $mstr @Costco @Target Guess who said this @CathieDWood @billfour @saylor" [X Link](https://x.com/101Sun1/status/1754972009073967187) 2024-02-06T20:55Z [---] followers, [---] engagements "@Scaramucci @saylor The largest bitcoin miner in the public markets just excited BK has gone through full scrutiny and has a hell of an arbitrage. The market cap is 600ish million. They produce [----] btc per month. They have [---] million in debt. That gets erased w/ tranche [--] warrants get erased" [X Link](https://x.com/101Sun1/status/1755019361998578150) 2024-02-07T00:03Z [---] followers, [----] engagements "@scottmelker Now do public bitcoin minersremember alt coins are 500billionish and public bitcoin miners less then 15bill" [X Link](https://x.com/101Sun1/status/1755341387351101532) 2024-02-07T21:22Z [---] followers, [---] engagements "This might help someone that needs help understanding. Bitcoin ETFs are what REITs are to real estate. The REIT charges a fee to operate custody and hold the keys -so do ETFS @billfour @yassineARK" [X Link](https://x.com/101Sun1/status/1755416480488013849) 2024-02-08T02:21Z [---] followers, [--] engagements "@billfour have you seen $clsk and bitcoin miners ripping. FASB accounting rule changes earnings as seen with cleanspark yesterday. Bitcoin miners no longer have to choose between dollar liquidity and btc" [X Link](https://x.com/101Sun1/status/1755905993534513280) 2024-02-09T10:46Z [---] followers, [---] engagements "If the other public miners dont sell bitcoin produced bc of the new rule change and we have the halving and we have the ETFs.me realizing I dont have enough" [X Link](https://x.com/101Sun1/status/1755906002032173251) 2024-02-09T10:46Z [---] followers, [--] engagements "@billfour My thesis is now that miners can treat btc as an asset the books show way more value and will attract a higher Mcap that they can can better leverage. $corz dumped [-----] in btc in [--] bc of cash liquidity. Maybe I should tweak; more valuable w/ less sales of btc needed" [X Link](https://x.com/101Sun1/status/1755923976424194547) 2024-02-09T11:57Z [---] followers, [---] engagements "@billfour not arguing $corz would have been fine I think it gives this group of companies more runway/flexibility to unlock value. When corz went illiquid in Jan [--] I bought my first traunch. The largest btc miner was 40M Mcap.That said $mstr is my btc neutral. Miners Im more nimble in" [X Link](https://x.com/101Sun1/status/1755925845888131269) 2024-02-09T12:05Z [---] followers, [---] engagements "@billfour Bc they can be more nimble with more btc on their balance sheet they will be inclined less to sell it and be more likely to leverage it further" [X Link](https://x.com/101Sun1/status/1755926216534835680) 2024-02-09T12:06Z [---] followers, [--] engagements "@billfour Not opposed to it. Over [------] years I agree.Potentially maybe what your explaining lays out why $mara has just ended up purchasing a lot of their btc on their balance sheet. Easier to purchase (now) then to produce" [X Link](https://x.com/101Sun1/status/1755928923131826234) 2024-02-09T12:17Z [---] followers, [--] engagements "@SatoshiFlipper Some looking at alt coins valued at $500B and look at the btc miners that are $15B" [X Link](https://x.com/101Sun1/status/1755931265071808636) 2024-02-09T12:26Z [---] followers, [---] engagements "@DavidFrankFair Start in [--] or two places [--]. Blackrock/fidelity bullish theyve studied . 2) Try downloading the @fountain_app send a fraction of penny over the internet that has final settlement and can be held by you. Or just mine it and sell bitcoin for dollars if you dont like it" [X Link](https://x.com/101Sun1/status/1756777555372474774) 2024-02-11T20:29Z [---] followers, [--] engagements "@texasrunnerDFW @ResidentialClub We Dont Have A Housing Shortage. We have a housing hoarding problem. People dont want usd they want Fannie Mae debt as much as they can get of it. To hoard a fixed asset with cash flow leveraged over [--] years Real estate will capitulate to a exponential asset. No crash.BTC" [X Link](https://x.com/101Sun1/status/1757113505281716349) 2024-02-12T18:44Z [---] followers, [---] engagements "@DonMiami3 @texasrunnerDFW Disagree on this technically if I have 10% and high cash flow - I dont own it But I think your speaking to the people that are 90% LTV x [--] rentals" [X Link](https://x.com/101Sun1/status/1757251385731813765) 2024-02-13T03:52Z [---] followers, [---] engagements "@dotkrueger We went from the Greenspan put fed put saylor put Blackrock put. Wallstreet still living in analog fed put world" [X Link](https://x.com/101Sun1/status/1757257295183151135) 2024-02-13T04:16Z [---] followers, [---] engagements "@rohindhar Musta been a Ceo of a bitcoin miner or Manager at $nvda" [X Link](https://x.com/101Sun1/status/1757268184099656052) 2024-02-13T04:59Z [---] followers, [---] engagements "@scottmelker @Ksteinhilper True but our generation doesnt now to model home prices prices compared to income compared to stocks at all time highs with a M2 thats off the charts (literally shit the chart down) combined with a new global monetary network that makes life deflationary. New world" [X Link](https://x.com/101Sun1/status/1757434488613978393) 2024-02-13T16:00Z [---] followers, [--] engagements "@NateGeraci In walks bitcoin. The most ESG asset ever" [X Link](https://x.com/101Sun1/status/1758340550644961609) 2024-02-16T04:00Z [---] followers, [--] engagements "@ErikVoorhees @Apple I dont think they would double their money they would literally probably 10x in the first week. downside of this would be the end of people being able to purchase a whole bitcoin. Very few people can mine a single coin - only millionaires could access a whole coin acquisition" [X Link](https://x.com/101Sun1/status/1758365326776152180) 2024-02-16T05:38Z [---] followers, [--] engagements "@JohnRavenda I was flipping [---] at a time Im realizing I was an interest rate trader that managed projects" [X Link](https://x.com/101Sun1/status/1758484168240144510) 2024-02-16T13:31Z [---] followers, [---] engagements "@dotkrueger blackrock knows using liquidity to launch/capture bitcoin solves the economies CRE problem/debt problem. There is literally nothing anyone can do to stop Larry except participate. Applies to JP Morgan" [X Link](https://x.com/101Sun1/status/1758540024805761142) 2024-02-16T17:13Z [---] followers, [--] engagements "@rajatsonifnance USD and bitcoin are yin and yang - the S curve on debt bitcoin network growth and freedom tech works together" [X Link](https://x.com/101Sun1/status/1758730410039861378) 2024-02-17T05:49Z [---] followers, [---] engagements "Green energy demonitizes housing hoarding pension crises etc etc etc Bitcoin and blackrock literally has a chance to financially engineer a way to save the debt based economy thats on the cusp of breaking down. If their squeeze leads to a 1-10Million usd price" [X Link](https://x.com/101Sun1/status/1758847446611042420) 2024-02-17T13:34Z [---] followers, [--] engagements "That USD debt doesnt look so big anymore. A $10000000 btc price leads to US government having $2Trillion of bitcoin on their balance sheet. Larry please mint the trillion dollar coin 🙏" [X Link](https://x.com/101Sun1/status/1758847448582398085) 2024-02-17T13:34Z [---] followers, [--] engagements "@80IQmindset What blackrock did to housing they will do to bitcoin" [X Link](https://x.com/101Sun1/status/1758894264438952278) 2024-02-17T16:40Z [---] followers, [--] engagements "@purugyl1 Alt coins $600Bill. Bitcoin miners $15Billion. $corz is my play largest btc miner for $700 mil marketcap" [X Link](https://x.com/101Sun1/status/1759325718981611938) 2024-02-18T21:15Z [---] followers, [---] engagements "@biancoresearch Like @GaryGensler said your concerned about a 1Tril $ asset when the issue is homeownership is being captured by centralized entities. Private and quasi private I love bitcoin - I love real estate but I think your concerns are inverted. But your on @business Im not" [X Link](https://x.com/101Sun1/status/1760469437990527433) 2024-02-22T00:59Z [---] followers, [---] engagements "@Umbisam barley any analyst is touching $corz" [X Link](https://x.com/101Sun1/status/1760533791716896944) 2024-02-22T05:15Z [---] followers, [---] engagements "@cigarAttache @Umbisam Maybe not a full acquisition but they could take a significant stake with a very small investment. Probably $150M gets them 10% Regardless IMO $corz will be be a hostil takeover opportunity if their marketcap stays this low. For better or worse" [X Link](https://x.com/101Sun1/status/1760687520545923175) 2024-02-22T15:26Z [---] followers, [---] engagements "Unpopular opinion. Its not $nvda propping up the stock market and is economy. Its Fannie Freddie and Hud. Prove me wrong @leadlagreport" [X Link](https://x.com/101Sun1/status/1760861451630383252) 2024-02-23T02:57Z [---] followers, [---] engagements "Unpopular opinion. Its not $nvda propping up the stock market and US economy. Its Fannie Freddie and Hud. Prove me wrong @menlobear" [X Link](https://x.com/101Sun1/status/1760862266365534277) 2024-02-23T03:00Z [---] followers, [--] engagements "@dotkrueger Sorry fiat focused individuals will sell for $100k not realizing the hardest money will become more scarce - and in realizing $100000 bitcoin is still way cheaper then buying gold in terms of Mcap. Yelling from the top of the mountain - $100000 btc cheaper then $2000 gold" [X Link](https://x.com/101Sun1/status/1762352616682717208) 2024-02-27T05:43Z [---] followers, [--] engagements "Doubling down. 1) commercial real estate prices will go negative as it goes from an asset to a liability ( more then people anticipate) 2) airbnbust 3) the [----] housing crash will go unnoticed by REI - real estate prices go negative in bitcoin terms. @biancoresearch" [X Link](https://x.com/101Sun1/status/1762526592679743699) 2024-02-27T17:14Z [---] followers, [--] engagements "@Matt_Hougan @HHorsley Del" [X Link](https://x.com/101Sun1/status/1763260576955077082) 2024-02-29T17:50Z [---] followers, [--] engagements "@Matt_Hougan @HHorsley Oh my. good luck Not only would that be a good influence - but find a way to integrate into business. Im still waiting for Costco to realize they can sell more then gold integrate balance sheet and rewards. Dont underestimate their nimbleness" [X Link](https://x.com/101Sun1/status/1763263252841337176) 2024-02-29T18:01Z [---] followers, [--] engagements "@zerohedge Assets still win - just a matter of where the money goes to. Real estate is in the process of crashing into bitcoin - however usd price might look the same" [X Link](https://x.com/101Sun1/status/1764598522916286807) 2024-03-04T10:27Z [---] followers, [--] engagements "@Ashcryptoreal [----] - $mstr proposes a private offering of $600 million for [--] bitcoin" [X Link](https://x.com/101Sun1/status/1764790555664662954) 2024-03-04T23:10Z [---] followers, [--] engagements "@gaborgurbacs Looks like bitcoin is the apex credit score as well as money" [X Link](https://x.com/101Sun1/status/1765434065745019170) 2024-03-06T17:47Z [---] followers, [---] engagements "@Charge_Stack Its interesting- the tranche [--] warrants can be exercised at [----] for $6.50 per share I believe. When these are exercised the debt is paid down - I believe 100%. There is some dilution that takes place additionally but nothing out of line. As value grows balance sheet improves" [X Link](https://x.com/101Sun1/status/1765884356315447346) 2024-03-07T23:36Z [---] followers, [--] engagements "$Clsk is $150 what is the largest bitcoin miner $corz worth @dantherippa $150 for $CLSK and $240 for $MARA. @dantherippa $150 for $CLSK and $240 for $MARA" [X Link](https://x.com/101Sun1/status/1766184868223066348) 2024-03-08T19:31Z [---] followers, [----] engagements "@BitcoinPierre Personally I think they are rooting for a $10000000 USD price. Makes the asset side of our balance sheet worth a couple trillion dollars of energy backed hard money that allows us to expand our debt further and with better collateral" [X Link](https://x.com/101Sun1/status/1767240273015488575) 2024-03-11T17:24Z [---] followers, [---] engagements "@adam3us Wait for wallstreet to realize how they can arb @saylor speculative attack which has created a premium in the stockYou know how they could do it Buy bitcoin" [X Link](https://x.com/101Sun1/status/1768093888278114494) 2024-03-14T01:56Z [---] followers, [---] engagements "@BritishHodl @CleanSpark_Inc Not the largest bitcoin miner for one of lowest marketcap $corz" [X Link](https://x.com/101Sun1/status/1768741677420958197) 2024-03-15T20:50Z [---] followers, [---] engagements "@NateGeraci Would they invest in something that has underlying bitcoin flow Bitcoin actually has flow" [X Link](https://x.com/101Sun1/status/1769117147551465824) 2024-03-16T21:42Z [---] followers, [--] engagements "Prediction from a real estate investor turned bitcoiner. @Redfin will be the first real estate firm the hold bitcoin on their balance sheet. While picking up the value from the bitcoin network effect. Like @saylor - they get tech disruption and macro" [X Link](https://x.com/101Sun1/status/1769805730260152581) 2024-03-18T19:19Z [---] followers, [--] engagements "@Costco retails commodities from their website. They sell gold. Below is my Costco/bitcoin thesis. The marriage of the two most powerful networks in the world. Costco + Bitcoin. A digital revolution that could empower the strongest retailer to surpass Amazon" [X Link](https://x.com/101Sun1/status/1770140665097154921) 2024-03-19T17:29Z [---] followers, [--] engagements "Boosting the $cost stock boosting employee wealth Supplier wealth and customers buying power with very little physical work. Where to start) 1) most important the asset class has been deemed legitimate by Wall Street and regulators" [X Link](https://x.com/101Sun1/status/1770140667592806644) 2024-03-19T17:29Z [---] followers, [--] engagements "2)look to public companies such as @Tesla and @MicroStrategy to see what they did right and wrong 3)I would start with customer and employees first. First give the option for @Costco rewards to be paid and stored in Cash or bitcoin" [X Link](https://x.com/101Sun1/status/1770140670193172879) 2024-03-19T17:29Z [---] followers, [--] engagements "@mikealfred Agree youve nailed the call on the miners over the past year and a half or so but $corz The most influential people in space have been basically silent on it for the past year. Ive been buying since .08 during BK and built a position in damn proud of" [X Link](https://x.com/101Sun1/status/1770626312572690482) 2024-03-21T01:39Z [---] followers, [---] engagements "@mikealfred It was a lonely position in the BK except for BRiley now this company is wildly nimble. ❤ new board. Booth Jarrod Patten (on $mstr board). @_Adam_Sullivan1 recent interview said focus on reaching the share price where warrants can be exercised to pay off debt. Not advice" [X Link](https://x.com/101Sun1/status/1770628507611402335) 2024-03-21T01:48Z [---] followers, [---] engagements "@seancbuckley $40 Bill marketcap. Wow love your optimism. For as negative as the real estate market is the bitcoin miners are on the other extreme end of optimism" [X Link](https://x.com/101Sun1/status/1770950509018652695) 2024-03-21T23:07Z [---] followers, [--] engagements "@Charge_Stack Ive been in $corz since Jan of [----]. Whether you like it or not its an understudied discussed company in bitcoin miner circles until now. Ill circle back more on this later" [X Link](https://x.com/101Sun1/status/1772061419992961474) 2024-03-25T00:42Z [---] followers, [---] engagements "@Charge_Stack Summary of why I like Largest pub miner under $700m Mcap. Insider buying.board has connection to $mstr debt repayment has much better terms $corzw when exercised at [----] (I think) debt gets significantly paid down cost to mine under $15000. Addl facility looking to turn live" [X Link](https://x.com/101Sun1/status/1772127110511141123) 2024-03-25T05:03Z [---] followers, [---] engagements "@unusual_whales They could just buyout the largest public bitcoin miner - $corz Current market cap $600ish million" [X Link](https://x.com/101Sun1/status/1774584391177806071) 2024-03-31T23:47Z [---] followers, [---] engagements "@theBTCMiningGuy Do more $corz high level content 🙏" [X Link](https://x.com/101Sun1/status/1775551891436630419) 2024-04-03T15:52Z [---] followers, [---] engagements "@elonmusk is fisker worth saving with a $9.5 million market cap and $1B in debt" [X Link](https://x.com/101Sun1/status/1776481355343557069) 2024-04-06T05:25Z [---] followers, [--] engagements "@MarioNawfal Fisker only has a market cap of $1000000 - they could compete with tesla if they wanted to 😆" [X Link](https://x.com/101Sun1/status/1776485468970139995) 2024-04-06T05:41Z [---] followers, [--] engagements "@thepowerfulHRV Forgot fisker 😆😆" [X Link](https://x.com/101Sun1/status/1780603345440571761) 2024-04-17T14:24Z [---] followers, [---] engagements "@texasrunnerDFW @WallStreetSilv Yuppp went from flipping [--] houses a year up to [--] to yolo bitcoin. Guilty as charged" [X Link](https://x.com/101Sun1/status/1782568594079170955) 2024-04-23T00:34Z [---] followers, [--] engagements "@DonMiami3 @theficouple Also bitcoin is not a bet against the US. Its a bet that the US spreads free market principles. Look at US hashrate of the network" [X Link](https://x.com/101Sun1/status/1784357090720624927) 2024-04-27T23:00Z [---] followers, [--] engagements "@unusual_whales I thought they were getting liquidated. 😆😆😆😂😆" [X Link](https://x.com/101Sun1/status/1786880597576839456) 2024-05-04T22:08Z [---] followers, [--] engagements "@matthewdelly @obj @KlayThompson @saquon If the US was on a btc standard. And athletes were paid in bitcoin between the NFL NBA MLB what would the average annual salary be knowing that theres only [--------] units. Less then .01 NFL - QB - .02/annual #1 NBA draft pick" [X Link](https://x.com/101Sun1/status/1787880210488320390) 2024-05-07T16:20Z [---] followers, [--] engagements "@Charge_Stack @Futur3_Th1nk3r @theBTCMiningGuy @SamirTabar Morgan Stanley also had a write up on it havent been able to get my hands on it. It does seem more profitable. In a way it would almost be interesting to see a miner take the reverse position. Be 70-80% HPC and actually buy bitcoin and save the btc mining hardware for 500k btc" [X Link](https://x.com/101Sun1/status/1789316763496468922) 2024-05-11T15:28Z [---] followers, [--] engagements "@Charge_Stack @Bitfarms_io Interesting thanks" [X Link](https://x.com/101Sun1/status/1789720290223640704) 2024-05-12T18:12Z [---] followers, [---] engagements "Would be funny if @TheRoaringKitty does all this hoopla and then just buys bitcoin etfs $ibit" [X Link](https://x.com/101Sun1/status/1790119984212979957) 2024-05-13T20:40Z [---] followers, [--] engagements "@leadlagreport Like buy short term treasuries and use the income to buy bitcoin Na - Tethers already got that" [X Link](https://x.com/101Sun1/status/1790144850681372772) 2024-05-13T22:19Z [---] followers, [---] engagements "@m3_melody Agree with @m3_melody and @saylor Starwood REIT is trapped. ($SREIT) could sell assets in a tough market take on more debt or it could halt completely. There is a fourth options for corporate balance sheets that might give shareholders hope @saylor" [X Link](https://x.com/101Sun1/status/1792541755461800305) 2024-05-20T13:03Z [---] followers, [---] engagements "Lets delineate targets of comparing $iren and $corz vs feasability based on infrastructure already established @_Adam_Sullivan1 What is @Core_Scientific ability to service HPC based on current infrastructure in the pipeline If $iren meets its HPC targets it would be much much larger than $corz If $iren meets its HPC targets it would be much much larger than $corz" [X Link](https://x.com/101Sun1/status/1793369195541148105) 2024-05-22T19:51Z [---] followers, [---] engagements "@menlobear Adam - love your podcast. Have you considered applying this logic to bitcoin miners who have available or soon to be available rack space $corz and $iren - its becoming a narrative If you did this with housing it would create deflation how would we cover the debt w/out growth" [X Link](https://x.com/101Sun1/status/1793471422943338818) 2024-05-23T02:38Z [---] followers, [---] engagements "@Core_Scientific @_Adam_Sullivan1 @_Adam_Sullivan1 nails it what is the forward PE of other data centers like $IRM vs $Corz" [X Link](https://x.com/101Sun1/status/1793677751670722702) 2024-05-23T16:17Z [---] followers, [---] engagements "@MattWallace888 Actually thats what the NBA used to be like if WNBA resembles that grit they will pull viewers from the NBA. get over it" [X Link](https://x.com/101Sun1/status/1793905676819091466) 2024-05-24T07:23Z [---] followers, [--] engagements "@Invst_Informant This is exactly why I own [------] shares and warrants. The market perception is less then stellar financial situation. I started buying in Jan [--]. In that market your point was valid. But the market cap was $10000000. The balance sheet/trajectory says different today" [X Link](https://x.com/101Sun1/status/1794084193493741793) 2024-05-24T19:12Z [---] followers, [---] engagements "@Charge_Stack @Core_Scientific Very good start - operations is the blocking and tackling and like you said they are good. Now look at their brilliant capital structure. Not only is it a win win for equity/ debt but an incentive to increase share price" [X Link](https://x.com/101Sun1/status/1794456334324167117) 2024-05-25T19:51Z [---] followers, [--] engagements "@Charge_Stack @Core_Scientific Now combine those things with their current market cap verse there peers and you might see why there is a few of us. see this is a massive opportunity personally not financial advice. Lastly there is delusion through the existing warrants and convertible notes when I pencil" [X Link](https://x.com/101Sun1/status/1794457931095974351) 2024-05-25T19:58Z [---] followers, [--] engagements "@Charge_Stack @Core_Scientific this for me. I assume full delusion which equates to zero debt and [---] million shares roughly a couple hundred million on balance sheet spare capacity of land and energy that they can grow into without adding debt or dillution" [X Link](https://x.com/101Sun1/status/1794460168547107214) 2024-05-25T20:06Z [---] followers, [--] engagements "@Charge_Stack @Core_Scientific Full disclosure I have over [------] shares/warrants however I do hold some shares of $iren and $clsk But hands down they way $corz ran business pre bankruptcy and post bankruptcy is night and day from the outside in and particularly on the balance sheet. They seem disciplined" [X Link](https://x.com/101Sun1/status/1794460949719785731) 2024-05-25T20:10Z [---] followers, [---] engagements "@mikealfred To be fair - if they say all bitfarms shareholders and riot is now one of them. If bitfarms doesnt accept the deal now riot would be harmed 🤣" [X Link](https://x.com/101Sun1/status/1795438374985326771) 2024-05-28T12:54Z [---] followers, [---] engagements "@Charge_Stack What happens when the public data centers who have 10x the ammo start doing this to $mara or $corz.🚀🚀🚀🚀🚀🚀" [X Link](https://x.com/101Sun1/status/1795662469287035278) 2024-05-29T03:44Z [---] followers, [--] engagements "@gurgavin Now do bitcoin miners $corz $clsk" [X Link](https://x.com/101Sun1/status/1795890439423406478) 2024-05-29T18:50Z [---] followers, [---] engagements "@JarronJackson4 @Satoshifarmer88 @Tsuff101 @Core_Scientific Hahahah like your style. Actually reminds me of shit coins and why I got into this sector. Total dog shit coins combined worth $300Bill and bitcoin miners combined were worth less than $10 Billion ( this was a year ago or so)" [X Link](https://x.com/101Sun1/status/1797069863535665238) 2024-06-02T00:56Z [---] followers, [--] engagements "@Beth_Kindig $corz @_Adam_Sullivan1 is the largest public bitcoin miner while aiming to build a top [--] data centerbuilding a strong balance sheet. Have a strong incentive for share price growth. Also $iren is a similar play" [X Link](https://x.com/101Sun1/status/1797549135958315062) 2024-06-03T08:41Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@101Sun1 PublicKeyArtPublicKeyArt posts on X about $corz, bitcoin, $blne, $crwv the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks cryptocurrencies finance technology brands automotive brands celebrities currencies exchanges countries social networks
Social topic influence $corz, bitcoin, $blne #2, $crwv, debt, $figr #4, $iren, market cap, money, balance sheet
Top accounts mentioned or mentioned by @mikealfred @saylor @ericjackson @corescientific @pennyether @adamsullivan1 @thebtcminingguy @matthewsigel @chargestack @repzdacanes @lukegromen @scottmelker @elonmusk @realdonaldtrump @billackman @billfour @zerohedge @dotkrueger @dennisporter @tsuff101
Top assets mentioned Core Scientific, Inc. Common Stock (CORZ) Bitcoin (BTC) CoreWeave, Inc (CRWV) Figure Technology Solutions, Inc. (FIGR) Iris Energy Limited (IREN) Opendoor Technologies Inc Common Stock (OPEN) CORE SCIENTIFIC INC (CORZQ) MARA Holdings, Inc. (MARA) Strategy (MSTR) Better Home & Finance Holding Company Class A Common Stock (BETR) CLEANSPARK INC (CLSK) Riot Platforms, Inc. (RIOT) BlackRock Inc (BLK) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) TeraWulf Inc. (WULF) Costco Wholesale Corporation (COST) NVIDIA Corp. (NVDA) Equinix Inc (EQIX) Robinhood Markets, Inc. (HOOD) Reserve (RSV) Alphabet Inc Class A (GOOGL) Rocket Companies, Inc. (RKT) Coinbase Global Inc. (COIN) Cipher Mining Inc. Common Stock (CIFR) Metadium (META) Circle Internet Group, Inc. (CRCL) Galaxy Digital Inc. (GLXY)
Top posts by engagements in the last [--] hours
"A bitcoin poem Bitcoin brings together the best and brightest and in a world divided can unite left and rightest. A global neutral settlement layer that sees no boundary. Leaving the old gaurds power structures in a quandary. Here I leave a final Twitter tip - the hash tags of"
X Link 2023-06-16T11:53Z [---] followers, [--] engagements
"One of the largest bitcoin miner for [---------] marketcap $corzq when the comps are at 2-5 Billion. The market was anticipating a 97% devaluation push by the debt holders and it looks like the equity holders have a chance to come to an agreement with equity in tact. You either followed this trade of a lifetime of you didnt it would be hard for a traditional guy like @BillAckman to see. Maybe someone like @Arca @billfour - also props to @BRileyFinancial if they pull this off"
X Link 2023-06-21T17:20Z [---] followers, [--] engagements
"$btc is the new space race. Blackrock led the way playing the ESG game. Real estate capture game and now will lead the free market to the Bitcoin game. In the era where markets have been financially captured - blackrock can lead some to financial freedom by using freedom money"
X Link 2023-06-29T11:01Z [---] followers, [--] engagements
"Thought experiment People have discussed oil being priced in $btc what if the best chips are priced in btc first"
X Link 2023-06-29T21:35Z [---] followers, [--] engagements
"If you bought bonds you missed out on institutions front running $btc etf with BTC miners $Riot $mara $corzq @RaoulGMI @LynAldenContact @LukeGromen"
X Link 2023-06-29T23:19Z [---] followers, [---] engagements
"@saylor have you considered $btc mining.Im guessing you probably have decided on the surface its not a good fit for $mstr to directly enter the space. This being said Have you followed $corzq bankruptcy. They are now one of the largest bitcoin miners producing over 1800"
X Link 2023-06-29T23:50Z [---] followers, [---] engagements
"Crypto funds are getting blown away by the bitcoin mining funds Might be a good time to jump on to the $riot $mara $corzq arca for a consensus play"
X Link 2023-07-07T20:01Z [---] followers, [---] engagements
"@WifeyAlpha @WallStreetSilv Bonds will not kill all other assets - but the holders of the asset that leveraged and have no liquidity what happend to SVB"
X Link 2023-07-09T23:22Z [---] followers, [---] engagements
"@jdorman81 Miners are ripping in the face of rising rates. its almost while the US sucks up dollars with higher rates the btc miners are straight up printing liquidity"
X Link 2023-07-10T21:21Z [---] followers, [---] engagements
"@TheBondFreak Larry Fink bought a lion share of the public btc miners under the radar in [----]. Now he finally embraced a bitcoin ETF he even attempted to communicate @saylor line. Bitcoin is hope. I think of margin call when I think of what comes next and I dont think its them dumping all"
X Link 2023-08-01T09:17Z [---] followers, [--] engagements
"@CGasparino @elonmusk @X @PayPal PayPal came out with this stablecoin thing"
X Link 2023-08-26T05:09Z [---] followers, [--] engagements
"@TheBTCTherapist Oh and $mstr"
X Link 2023-08-27T02:08Z [---] followers, [--] engagements
"@scottmelker Thinking differently from a flipper/bitcoin guy. Rates go up. Inventory remains low. Holding prices maybe slow bleed lower. Blackrock pivots from buying houses to buying bitcoin. Growth happens though the tech revolution. As btc explodes rates . Bond holders go 💣"
X Link 2023-08-27T03:58Z [---] followers, [--] engagements
"@scottmelker $$hhhhh - and $mstr and $corzq"
X Link 2023-08-30T22:45Z [---] followers, [---] engagements
"@KobeissiLetter Maybe Im misunderstanding how things work. Dont judge me - asking for a friend. But is this a stand off over the us treasury market - with us economy on one side and the Chinese economy on the other side. the bonds are the battle"
X Link 2023-09-05T20:28Z [---] followers, [---] engagements
"Hey @BitcoinPierre just started mining bitcoin. Took my $100000 - deposited at x bank. Bank pays [----] savings rate. Ive been mining $375 worth of bitcoin a month Am I doing this right Any tips"
X Link 2023-09-07T22:05Z [---] followers, [--] engagements
"@menlobear No - Apple already has a place for a private key. Apple integrates bitcoin. Apples buys bitcoin on an ongoing basis. Bitcoin explodes causing Apple stock to explode higher - Apple Tesla blackrock FASB would all be giving the thumbs up btc is a new asset class"
X Link 2023-09-08T04:13Z [---] followers, [--] engagements
"@StealthQE4 @moeedahmed Hyper inflation* and most market participants have never seen deflation. Just liquidity events"
X Link 2023-09-12T12:06Z [---] followers, [--] engagements
"@UntrendedYOC In [----] oil prices went negative. In [----] there is above a 0% chance commercial real estate prices to negative and no body has this on their radar @DiMartinoBooth @m3_melody"
X Link 2023-09-14T11:12Z [---] followers, [--] engagements
"@m3_melody Cash out refi at higher rates but people tapping equity.Sorry was I suppose to stick with the main stream narrative Soft landing of course"
X Link 2023-09-20T23:11Z [---] followers, [----] engagements
"@LawrenceLepard @saylor can we make sure people know that $100000 #bitcoin is less then $2000 gold. Im not sure people will realize this when Mr Fink slams the buy button. Im afraid people will see price not marketcap thus missing the second or third $100000. im thankful blackrock is about hope 🙏. I am too"
X Link 2023-09-21T04:14Z [---] followers, [--] engagements
"@leadlagreport serious question. Governments bought the bonds boomers bought the bonds private equity bought the bonds banks bought the bonds is the time in the demographic cliff which the next gen is supposed to step up to buy the bonds Like millennials buy bonds We"
X Link 2023-09-21T04:36Z [---] followers, [--] engagements
"@DonMiami3 serious question Ive been posing.Governments bought the bonds boomers bought the bonds private equity bought the bonds banks bought the bonds is the time in the demographic cliff which the next gen is supposed to step up to buy the bonds Like millennials buy bonds We"
X Link 2023-09-21T04:38Z [---] followers, [--] engagements
"bought bitcoin GameStop and jpegs before we knew you could trade a bond. A [--] year at [----] sure is cute though. Who do you think is going to systemically/demographically going to step in to take the bid"
X Link 2023-09-21T04:40Z [---] followers, [--] engagements
"@billfour @BillAckman Swaptions sound cool like a fun exotic Wall Street derivative you can make a few bucks. #Bitcoin sounds like a world changing idea that can remove carbon make the system more open and inclusive all while having the upside potential that we all love"
X Link 2023-09-22T14:46Z [---] followers, [--] engagements
"New chapter [--] update for $corzq - this company has restructured liabilities put together a partnership to have access to more bitmain units get re-listed increased cash position. now they are adding power to their newly built $70000000 facility - for a cost of $1000000 see update screenshot and full update below. owners of $mara $riot who are not opened minded will not understand. Full update - https://cases.stretto.com/corescientific/court-docket/#search https://cases.stretto.com/corescientific/court-docket/#search"
X Link 2023-09-25T18:38Z [---] followers, [---] engagements
"At 3.5% the paper btc ponzi went bust At 4% the meme stock fun got crushed At 4.5% the SPACS died At 5% the refi bankers cried At 5.5% the housing market stalled At 6% the bankers with long dated leverage will get called. At 6.5% @BillAckman says hell buy only to be followed with saylors all time high @saylor"
X Link 2023-09-25T22:36Z [---] followers, [--] engagements
"@danheld I prefer blackrocks approach - dont block the consumer just make money of the consumer - make it a win win"
X Link 2023-09-26T16:08Z [---] followers, [---] engagements
"Bond market hunting for blood looking for someone overleveraged"
X Link 2023-09-26T18:45Z [---] followers, [--] engagements
"@BobEUnlimited Agree. Im a REI and people I talk to keep asking about real estate but youll still have cash buyers if other assets hold. Problem is cash buyers are often using margin (or sales) from stocks due to its liquid nature. once people realize stocks are over valued due to a"
X Link 2023-09-28T02:35Z [---] followers, [--] engagements
"@Ashcryptoreal The comedy of regulators debating/approving eth And btc etfs only for ETFs to be rolled out tokenized on eth/btc like chains @CathieDWood"
X Link 2023-09-28T19:37Z [---] followers, [---] engagements
"@saylor Dont bail out the automakers - orange pill them and the @UAW @jimfarley98 @mtbarra. Youll gain [------] bitcoiners help solve a major dispute and help both employees and company plug in before @BlackRock does"
X Link 2023-09-29T18:21Z [---] followers, [---] engagements
"@saylor @UAW @jimfarley98 @mtbarra @BlackRock The first between @GM and @Ford that includes btc on their balance sheet gets first mover advantage (more upside) and further from insolvency risk in tough markets"
X Link 2023-09-29T18:23Z [---] followers, [---] engagements
"@LPCapitalChi Felt like this whole talk with Larry fink today was about bitcoin - either that or I drank to much orange juice this morning"
X Link 2023-09-29T19:13Z [---] followers, [--] engagements
"@GuyDealership They literally need to stop over complicating electrification. Do hybrids give UAW employees bitcoin followed by putting #bitcoin on fords balance sheet. People dont mind hybrids until E chargers are all over and faster. Tesla will be Tesla"
X Link 2023-09-29T22:43Z [---] followers, [----] engagements
"@MarioNawfal Blackrock/Larry fink using the word hopein every interview - while owning 8% of microstrategy is at the same time attempting to launch a bitcoin ETF and people not reading through the tea leaves is comical"
X Link 2023-10-05T14:44Z [---] followers, [--] engagements
"@m3_melody Love your digging on the real estate data to find nuggets of info. Have you come across/ done any digging on utility providers data to see if there are any gems I used this data for acquiring distressed markets in the past. What do you mean by productive money"
X Link 2023-10-06T18:08Z [---] followers, [--] engagements
"@JeffSnider_AIP thats literally ethereum its a little confusing why you cling to bitcoin but like what ethereum has to offer and complain about bitcoins strength"
X Link 2023-10-07T10:05Z [---] followers, [--] engagements
"@texasrunnerDFW @NewsLambert @MBAMortgage @NAHBhome @nardotrealtor Dont blame me for buying [--] Airbnbs with LOC Its the rates fault Not my liquidity situation my greed or my desire to persist in overfinancilizing housing. We need another [--] years or so of Zirp"
X Link 2023-10-09T18:02Z [---] followers, [--] engagements
"Investors looked for value we found it. The value wasnt the house it was in leveraging up money while increasing the money supply.Fannie gives us 100k for every 10k we put in. While we have to pay it back - we know if everyone has more dollars no student debt payments higher fico scores and 3% mortgages you cant really mess up until the framework changes. Making the decision to jump in was easy for most it was leaving the game that was hard. I left money on the table I know I did. Only the experienced non fiat addicted investors left. The value was a devalue"
X Link 2023-10-10T22:17Z [---] followers, [--] engagements
"Will the @uaw consider bitcoin in resolving its disputes [--] century inflation requires 21st century solutions. #Bitcoin @Dennis_Porter_ @saylor"
X Link 2023-10-13T05:14Z [---] followers, [--] engagements
"@jdorman81 No one is front running this Anyone own major shares in $mstr $mara $riot $corzq $coin"
X Link 2023-10-16T05:34Z [---] followers, [---] engagements
"@texasrunnerDFW Real estate - no. Dating my money market rate - yeah"
X Link 2023-10-18T19:20Z [---] followers, [---] engagements
"You wake up on Saturday to a $85000 bitcoin price. Turns out one of the hundreds of international tech companies goes in hard. You dont have access to purchase bitcoin - you do which of the following. A) panic B) phone a friend C) panic more"
X Link 2023-10-20T23:15Z [---] followers, [--] engagements
"Hot off a red eye from LA back in the Land to #LetEmKnow @cavs"
X Link 2023-10-27T23:59Z [---] followers, [--] engagements
"@mikealfred @DylanLeClair_ Remember when $corzq started BK and was going to be diluted 97% and the market didnt realize that $btc was about to pop their cost structure changed during bk RSA changed and the market didnt realize a year later that they are not getting diluted 97%oh wait"
X Link 2023-11-02T19:32Z [---] followers, [---] engagements
"@elonmusk Including monitarily - Do you own bitcoin on the x balance sheet"
X Link 2023-11-16T19:21Z [---] followers, [--] engagements
"Gold and bitcoin up is the pain trade regardless of feelings. Traders made a crap ton of money on other people getting debased on bonds - this time it will be them they took the bait. To the Wall Street tradfi crowd it looks like an easy play. All for a chance to make what 203040%"
X Link 2023-11-19T08:55Z [---] followers, [---] engagements
"@elonmusk Will either have $bitcoin on their balance sheet"
X Link 2023-11-19T14:14Z [---] followers, [--] engagements
"Ring ring yes this Larry. Im looking for the CEO of the bitcoin Mine. This is him. Yes - I just wanted to remind you we want you to HODL your bitcoin on balance sheet Id like to remind you Im the largest shareholder and your own of the [--] largest bitcoin miners Ceo - you got it Were here for shareholders"
X Link 2023-11-28T21:06Z [---] followers, [---] engagements
"@leadlagreport hot take - rates going back down a little bit fucks us more. The market wants to get fucked to see who gets caught with their pants down so everyone can get their cost of capital way back down"
X Link 2023-11-29T04:25Z [---] followers, [--] engagements
"Id like to remind people in private equity hedge funds etc. The largest public bitcoin miner $corzq is publicly traded under $160 million market cap as of Friday. $mara $riot were almost $3Billion Its in BK - however its at the finish line all cards are on the table. Bitcoin is about game theory and first mover advantage. @CathieDWood @mikealfred @billfour @TimDraper @LawrenceLepard"
X Link 2023-12-04T07:38Z [---] followers, [---] engagements
"@realMeetKevin the most hated rally right now is bitcoin miners proxy for the short commodity squeeze with incoming demand infrastructure such as ETF and change in tax law. Hate it but do you play it Thoughts"
X Link 2023-12-19T16:52Z [---] followers, [--] engagements
"How much bitcoin has saylor purchased USD per year If price/narrative contintues to add accretive value what miner is going to sell their bitcoin in the next [--] months. Now miners are going to use FASB accounting meaning they have a whole new asset on their balance sheet. The Wall Street catch up trade and the shorts.oh you mentioned the ETF we should be ok on supply demand for positive momentum"
X Link 2023-12-21T07:03Z [---] followers, [---] engagements
"@denverbitcoin To be fair if coinbase captured that much I think people not familiar with bitcoin would say bitcoin is a coinbase scam. It reminds me of musk always talking doge but owning a shit of bitcoin on tesla balance sheet"
X Link 2023-12-21T19:22Z [---] followers, [---] engagements
"@danieleripoll The only place they could really do this at an institutional level is the.bitcoin. miners. ( and $mstr $tsla and a few others)"
X Link 2023-12-22T07:41Z [---] followers, [---] engagements
"@rajatsonifnance If any one of those companies decides to put bitcoin on their balance sheet or even just integrate btc into their platforms it will be game theory on steroids.based on current rumor mill could be aramco"
X Link 2023-12-22T12:03Z [---] followers, [---] engagements
"@Bobby_1111888 The most hated rally ever is this bitcoin miner rally. People dont get bitcoin and they dont get this rally"
X Link 2023-12-22T12:09Z [---] followers, [--] engagements
"@CNBCClosingBell @HightowerAdvsor @Stephanie_Link Hence there is a rush to the bitcoin miners for every [---] investors on one side - there are 1-2 on the other.$mara $riot $corzq $clsk"
X Link 2023-12-22T13:15Z [---] followers, [---] engagements
"Interesting thought pre-ETF the market only has niche channels for exposure to the asset. AKA the miners and $mstr Not to mention I think there was some short pressure on some names due to assumption the havening would be bad for the miners. However at the beginning of the year - all the public miners combined were less than $2Bill. Now they are still less then $15Bill.Shit coin market is $350Billion. I started buying $corz $clsk and a few others in Jan nothing will be sold until the ETF.Additionally I have side capital to acquire more incase $ec punts again somehow"
X Link 2023-12-22T22:37Z [---] followers, [---] engagements
"@Micro2Macr0 Reminder - shitcoin combined public market cap is $350Billionish. All Public bitcoin miners combined market cap - under 15Billion"
X Link 2023-12-24T16:46Z [---] followers, [----] engagements
"@saylor is number one in public markets world wide for his bitcoin play. That being said he missed an opportunity to buy a public miners at their all time low. That being said $corzq one of the largest bitcoin miners still has a $750million market cap"
X Link 2023-12-28T09:03Z [---] followers, [---] engagements
"@Micro2Macr0 Still no $corzq Largest btc miner - lowest marketcap"
X Link 2023-12-28T16:49Z [---] followers, [---] engagements
"@MortensenBach $corzq has been explosive however is still under $800million dollar market cap and the largest bitcoin miner"
X Link 2023-12-29T14:40Z [---] followers, [---] engagements
"@MortensenBach However I love most of the miners I have positions in $mara $clsk $riot $cifr but my largest is $corzq as I started acquiring at .08 cents"
X Link 2023-12-29T14:43Z [--] followers, [---] engagements
"Its easy for me to see there are some good operations but [--] stands out as an easy take over target. $corzq - core scientific. They are basically the largest bitcoin miner at a marketcap of less then $700 million dollars with roughly $1 billion of debt. Ownership has roughly a 30% stake diverse portfolio of geographic locations real estate and in house service. BK shined a light on every nook and cranny bitmain wants an equity stake they cleaned up the Celsius situation and some bad debt. I have positions in most of the miners however I notice most ignore the co bc of chapter [--] that they dont"
X Link 2023-12-29T19:47Z [---] followers, [---] engagements
"Core scientific is ripe for a take over. Anyone can comb through there books bc of chapter [--] they are massive diverse as large as $mara but $700 marketcap since they are OTC vs listed creating a smaller buyer pool. They are on the fourth RSA with debtors waiting for approval in 2/3 week of January. Shareholders are set to get roughly 33% with two tranches of warrants. Its a subpar deal. A better deal would be for someone to offer to take over the debt in exchange for 20% dillution of shareholders upon taking possession wipe the debt. It would instantly pump the stock to by billions and"
X Link 2023-12-29T20:20Z [--] followers, [---] engagements
"@thepowerfulHRV Now do $corzq returns for the year. The largest leveraged bitcoin miner - that is in chapter [--] however ran into a liquidity crunch"
X Link 2023-12-29T21:24Z [---] followers, [---] engagements
"@mikealfred @HHorsley Love this call I have the same group of stocks need to revisit eaglebrook and bitfarns - but to overlook the largest bitcoin miner that only has a $700 marketcap OTC wrapping up chapter [--] $corzq"
X Link 2023-12-30T01:02Z [---] followers, [---] engagements
"@costplusdrugs @mcuban are you guys considering putting a small portion of your balance sheet in $btc like @saylor @elonmusk. Youve been a leader in deflationary prices for consumers you should consider putting a deflationary asset with a network of people that also has buying power to turbo charge sales while potentially growing your balance sheet"
X Link 2024-01-02T05:51Z [---] followers, [--] engagements
"@YumiBod @PresentWitness_ The year is [----] to buy a house credit based on income no longer buys you a house based on current underwriting guidelines - assets based on bitcoin is the Noahs ark. Or is that 2024"
X Link 2024-01-02T06:33Z [---] followers, [--] engagements
"@SantiagoAuFund Im not [--] years to early.People have been making this argument for 30-40 years. Maybe they are the ones that were [--] years too early and your not [--] years to early. Also why is wallstreet bidding for my bitcoin my $mstr and my bitcoin mining stocks"
X Link 2024-01-03T04:34Z [---] followers, [---] engagements
"@luke_broyles @saylor And miners going forward have little incentive to sell with FASB"
X Link 2024-01-03T04:55Z [---] followers, [---] engagements
"@PrestonPysh How does this change $mstr books Wouldnt it be a massive shift"
X Link 2024-01-04T18:49Z [--] followers, [---] engagements
"@rajatsonifnance Most people will see a $100000 number and not realize its cheaper then way cheaper than a $2000 gold price"
X Link 2024-01-04T23:40Z [---] followers, [---] engagements
"@Eric_BIGfund Wall Street is about to show the world what happens when you put a scarce digital asset on your balance sheet"
X Link 2024-01-05T17:21Z [--] followers, [--] engagements
"@rovercrc It would be funny is thats what funds the etfs lol"
X Link 2024-01-05T19:45Z [--] followers, [----] engagements
"@elonmusk Tokenized electric miles driven backed by the bitcoin on your balance sheet"
X Link 2024-01-05T23:38Z [---] followers, [--] engagements
"@RobertMSterling @BillAckman [---] Billion covid trade was incredible. The timing of this attack combined w/a launch of a institutional grade tool that empowers free speech defis censorship can be a tool for left right rich/poor alike might provide opportunity and irony. Seeding any ETFs @EricBalchunas"
X Link 2024-01-07T13:27Z [---] followers, [---] engagements
"@leadlagreport Good luck stuffing 2-3B into a small daily production at the same time saylor is selling stock to buy more combined with potentil interest from sovereign wealth funds. Its one thing for people to front run its another when [---] big boys are running through one small door"
X Link 2024-01-07T13:47Z [---] followers, [---] engagements
"@leadlagreport Boomers learn as much as the TV tells them. If CNBC says price of bitcoin is $100000 they will think maybe I should buy gold its only $2000 Not realizing bitcoin would be less then half the market cap still"
X Link 2024-01-07T14:06Z [---] followers, [---] engagements
"@416PMInvestor @leadlagreport It literally could keep the market afloat between the bitcoin miners $mstr and the etf"
X Link 2024-01-07T14:12Z [---] followers, [---] engagements
"@EricBalchunas I mean if they fund the bitcoin ETF with their own money - they could do zero while making a shit ton on their own returns"
X Link 2024-01-08T11:54Z [---] followers, [---] engagements
"if citadel front rounds trades on robinhood how do they handle the launch of the bitcoin etf @SatoshiFlipper"
X Link 2024-01-08T12:39Z [---] followers, [---] engagements
"@Jamie1Coutts Shhhh not even the smartest private equity guys I know realize this"
X Link 2024-01-09T02:45Z [---] followers, [--] engagements
"@rinnowardana 2nd largest public bitcoin miner under $700 million market cap- go"
X Link 2024-01-09T13:47Z [---] followers, [---] engagements
"@elonmusk @WSJ Bitcoin encourages people to work together vs fight for rent seeking eye balls and/or clicks"
X Link 2024-01-09T20:30Z [---] followers, [--] engagements
"@TulsiGabbard @elonmusk Bitcoin helps with this"
X Link 2024-01-09T20:31Z [---] followers, [--] engagements
"@ryancohen @CathieDWood @billfour @BillAckman The largest bitcoin miner - very similar to $mara has a marketcap under $700million. $corzq Core Scientific Wrapping up chapter [--] - all details of business are layed out. Yes Im talking my book however I own a bunch of the public miners bitcoin etc.Im curious whose going to kick off the conversation Why hasnt this been acquired by an activist investor"
X Link 2024-01-10T18:21Z [---] followers, [---] engagements
"Option 1) celebrate bitcoin ETF Option 2) convince @Costco that partnering with a bitcoin exchange is more valuable then selling gold Maybe @saylor has some ideas"
X Link 2024-01-11T04:16Z [---] followers, [--] engagements
"@EricBalchunas It will be zeitgeist-y when the ESG crowd learns that bitcoin mining can be done at landfills capture methane and then people realize it can be carbon negative. Until then. Thank you Eric for all your work analysis and professionalism throughout the bitcoin etf journey"
X Link 2024-01-11T12:59Z [---] followers, [---] engagements
"@EricBalchunas Eric when money is swapped for shares how long do the ETFs have before they have to match in spot bitcoin purchases - [--] hours"
X Link 2024-01-11T15:13Z [---] followers, [--] engagements
"@EleanorTerrett @BlackRock @MicroStrategy @EricBalchunas @Blackrock vs @saylor the modern day space race"
X Link 2024-01-16T17:49Z [---] followers, [---] engagements
"@zerohedge Also - bitcoin should be shut down and we do have a bitcoin etf"
X Link 2024-01-17T12:41Z [---] followers, [---] engagements
"@Dennis_Porter_ And why is Larry Fink - who influences ETFs Energy companies and nations out doing a media masterclass communicating the benefits of a bitcoin world"
X Link 2024-01-17T18:41Z [---] followers, [---] engagements
"@texasrunnerDFW A currency devaluation"
X Link 2024-01-21T16:38Z [---] followers, [---] engagements
"@crypto Why is this on Bloomberg crypto @EricBalchunas - reminds me of when Larry Fink was discussing bitcoin mitigating counter party risk when discussing bitcoin on fox back in July"
X Link 2024-01-22T01:04Z [---] followers, [--] engagements
"Wow Ive been comparing to the alternative coin market didnt think of this. Now do this combined with how much revenue compared to employees debt on balance sheet and I think youll add to the thesis. I took a very large position in the miners over the past year and will look to add if they further get beat up"
X Link 2024-01-24T06:26Z [---] followers, [---] engagements
"@nickgerli1 As a flipper market is important but macro is the tailwind. Cashed in my chips last year waiting to play again. Already miss it"
X Link 2024-01-25T07:50Z [---] followers, [--] engagements
"Bitcoin B crazy like thatWall Street bitcoin EDU so far - use Authenticator app - price fluctuations of 10% are boring - @saylor isnt over leveraged - anyone can tip a person/or institution that publishes public address However most still dont realize you can send bitcoin over Twitter though"
X Link 2024-01-26T21:33Z [---] followers, [--] engagements
"@EricBalchunas Anytime I get 1% bearish on bitcoin I listen to this interview with Larry Fink from July. Then I realize I cant produce more theres less being distributed on a daily basis come [--] months and think I feel like I need way. way. way. more"
X Link 2024-01-27T02:05Z [---] followers, [---] engagements
"@leonwankum With much lower dollar commitment and much higher upside and no cost of carry. Thats why I stopped flipping. Went from [--] projects to only bitcoin 🤭"
X Link 2024-01-27T06:13Z [---] followers, [--] engagements
"@BitPaine Your probably right - that also probably means bitcoin mining is gonna be extremely valuable. this is my thesis. The bitcoin is valuable - however the more uncensorable the more valuable"
X Link 2024-01-27T18:12Z [---] followers, [--] engagements
"@rajatsonifnance Agree. When i was running [--] flips at a time the real estate was my bank holding its earning power since money in the bank in [----] earned zero"
X Link 2024-01-28T15:50Z [---] followers, [---] engagements
"@crypto And Blackrock invested how much in bitcoin miner data centers"
X Link 2024-01-29T08:55Z [---] followers, [--] engagements
"@DeItaone The Jamie Dimon bitcoin pivot is coming. Wait for it.wait"
X Link 2024-01-29T19:10Z [---] followers, [----] engagements
"Bill i think people understand chance this happens. Secrets out they are very active in owning the btc miners now the etf. Their own etf gives them the opp to own spot with almost zero slippage. Just like Ark is putting money in there own etf. A .05% allocation over a short time window could be disastrous for supply on top of that you would have other financials racing to do the same thing - thus multiplying the demand. Blackrock doing this will solve growth through price for a lot of financials pensions etc Combine with halving Schwab maybe getting in the game at scale and clear interest"
X Link 2024-01-30T12:44Z [---] followers, [--] engagements
"@dotkrueger Under rated in [----]. FASB changes will lead to miners selling less as bitcoin now becomes an asset on their balance sheet"
X Link 2024-01-31T14:40Z [---] followers, [----] engagements
"@SRIS2023 So your saying this change doesnt apply to custodial holdings for companies such as marathon digital or microstrategy"
X Link 2024-01-31T15:55Z [---] followers, [--] engagements
"Bitcoin institutionalization might happen like the pac12 dissolving. Years in the making - but fast in the momentdays weeks and a month or two . But when it happens people figure it out and we carry on. The question is - who are UCLA and USC. My guess Blackrock and Fidelity"
X Link 2024-01-31T17:56Z [---] followers, [--] engagements
"@dave_t2 @dotkrueger I noticed your profile mentions CPA - from your eye does it only apply to ETFs and trusts"
X Link 2024-01-31T23:57Z [---] followers, [--] engagements
"@StealthQE4 The timely downgrade"
X Link 2024-02-01T03:52Z [---] followers, [--] engagements
"Prediction from someone in real estate and bitcoin. Bitcoin owners will buy real estate for satoshis on the dollar. @LynAldenContact"
X Link 2024-02-01T18:49Z [---] followers, [--] engagements
"@zerohedge Now do AI in $mstr"
X Link 2024-02-02T07:29Z [---] followers, [---] engagements
"@Rex_Finance @CleanSpark_Inc So are you suggesting [--]. $corz [--]. $clsk"
X Link 2024-02-03T20:44Z [---] followers, [---] engagements
"@Micro2Macr0 You mean into halving - earnings are in the past buddy. Im prepped to hit the buy button much lower"
X Link 2024-02-05T18:05Z [---] followers, [---] engagements
"@dollar_mara And $clsk and $corz"
X Link 2024-02-05T19:48Z [---] followers, [---] engagements
"@HODL15Capital @saylor If $mstr opens a bitcoin App Store the market cap goes to "
X Link 2024-02-05T21:34Z [---] followers, [---] engagements
"@billfour @neelkashkari When we raised interest rates bitcoin got crushed Actually - no the bond holders got crushed local banks got crushedcausing - as Larry Fink suggested people to run to a flight to safetyBitcoin went from [-----] [-----]. Crushed"
X Link 2024-02-06T19:32Z [---] followers, [--] engagements
"First retailer to integrate bitcoin rewards instantly increases buying power to customer over time meaning the customer can spend more with them on top of that increases their market cap just like $mstr @Costco @Target Guess who said this @CathieDWood @billfour @saylor"
X Link 2024-02-06T20:55Z [---] followers, [---] engagements
"@Scaramucci @saylor The largest bitcoin miner in the public markets just excited BK has gone through full scrutiny and has a hell of an arbitrage. The market cap is 600ish million. They produce [----] btc per month. They have [---] million in debt. That gets erased w/ tranche [--] warrants get erased"
X Link 2024-02-07T00:03Z [---] followers, [----] engagements
"@scottmelker Now do public bitcoin minersremember alt coins are 500billionish and public bitcoin miners less then 15bill"
X Link 2024-02-07T21:22Z [---] followers, [---] engagements
"This might help someone that needs help understanding. Bitcoin ETFs are what REITs are to real estate. The REIT charges a fee to operate custody and hold the keys -so do ETFS @billfour @yassineARK"
X Link 2024-02-08T02:21Z [---] followers, [--] engagements
"@billfour have you seen $clsk and bitcoin miners ripping. FASB accounting rule changes earnings as seen with cleanspark yesterday. Bitcoin miners no longer have to choose between dollar liquidity and btc"
X Link 2024-02-09T10:46Z [---] followers, [---] engagements
"If the other public miners dont sell bitcoin produced bc of the new rule change and we have the halving and we have the ETFs.me realizing I dont have enough"
X Link 2024-02-09T10:46Z [---] followers, [--] engagements
"@billfour My thesis is now that miners can treat btc as an asset the books show way more value and will attract a higher Mcap that they can can better leverage. $corz dumped [-----] in btc in [--] bc of cash liquidity. Maybe I should tweak; more valuable w/ less sales of btc needed"
X Link 2024-02-09T11:57Z [---] followers, [---] engagements
"@billfour not arguing $corz would have been fine I think it gives this group of companies more runway/flexibility to unlock value. When corz went illiquid in Jan [--] I bought my first traunch. The largest btc miner was 40M Mcap.That said $mstr is my btc neutral. Miners Im more nimble in"
X Link 2024-02-09T12:05Z [---] followers, [---] engagements
"@billfour Bc they can be more nimble with more btc on their balance sheet they will be inclined less to sell it and be more likely to leverage it further"
X Link 2024-02-09T12:06Z [---] followers, [--] engagements
"@billfour Not opposed to it. Over [------] years I agree.Potentially maybe what your explaining lays out why $mara has just ended up purchasing a lot of their btc on their balance sheet. Easier to purchase (now) then to produce"
X Link 2024-02-09T12:17Z [---] followers, [--] engagements
"@SatoshiFlipper Some looking at alt coins valued at $500B and look at the btc miners that are $15B"
X Link 2024-02-09T12:26Z [---] followers, [---] engagements
"@DavidFrankFair Start in [--] or two places [--]. Blackrock/fidelity bullish theyve studied . 2) Try downloading the @fountain_app send a fraction of penny over the internet that has final settlement and can be held by you. Or just mine it and sell bitcoin for dollars if you dont like it"
X Link 2024-02-11T20:29Z [---] followers, [--] engagements
"@texasrunnerDFW @ResidentialClub We Dont Have A Housing Shortage. We have a housing hoarding problem. People dont want usd they want Fannie Mae debt as much as they can get of it. To hoard a fixed asset with cash flow leveraged over [--] years Real estate will capitulate to a exponential asset. No crash.BTC"
X Link 2024-02-12T18:44Z [---] followers, [---] engagements
"@DonMiami3 @texasrunnerDFW Disagree on this technically if I have 10% and high cash flow - I dont own it But I think your speaking to the people that are 90% LTV x [--] rentals"
X Link 2024-02-13T03:52Z [---] followers, [---] engagements
"@dotkrueger We went from the Greenspan put fed put saylor put Blackrock put. Wallstreet still living in analog fed put world"
X Link 2024-02-13T04:16Z [---] followers, [---] engagements
"@rohindhar Musta been a Ceo of a bitcoin miner or Manager at $nvda"
X Link 2024-02-13T04:59Z [---] followers, [---] engagements
"@scottmelker @Ksteinhilper True but our generation doesnt now to model home prices prices compared to income compared to stocks at all time highs with a M2 thats off the charts (literally shit the chart down) combined with a new global monetary network that makes life deflationary. New world"
X Link 2024-02-13T16:00Z [---] followers, [--] engagements
"@NateGeraci In walks bitcoin. The most ESG asset ever"
X Link 2024-02-16T04:00Z [---] followers, [--] engagements
"@ErikVoorhees @Apple I dont think they would double their money they would literally probably 10x in the first week. downside of this would be the end of people being able to purchase a whole bitcoin. Very few people can mine a single coin - only millionaires could access a whole coin acquisition"
X Link 2024-02-16T05:38Z [---] followers, [--] engagements
"@JohnRavenda I was flipping [---] at a time Im realizing I was an interest rate trader that managed projects"
X Link 2024-02-16T13:31Z [---] followers, [---] engagements
"@dotkrueger blackrock knows using liquidity to launch/capture bitcoin solves the economies CRE problem/debt problem. There is literally nothing anyone can do to stop Larry except participate. Applies to JP Morgan"
X Link 2024-02-16T17:13Z [---] followers, [--] engagements
"@rajatsonifnance USD and bitcoin are yin and yang - the S curve on debt bitcoin network growth and freedom tech works together"
X Link 2024-02-17T05:49Z [---] followers, [---] engagements
"Green energy demonitizes housing hoarding pension crises etc etc etc Bitcoin and blackrock literally has a chance to financially engineer a way to save the debt based economy thats on the cusp of breaking down. If their squeeze leads to a 1-10Million usd price"
X Link 2024-02-17T13:34Z [---] followers, [--] engagements
"That USD debt doesnt look so big anymore. A $10000000 btc price leads to US government having $2Trillion of bitcoin on their balance sheet. Larry please mint the trillion dollar coin 🙏"
X Link 2024-02-17T13:34Z [---] followers, [--] engagements
"@80IQmindset What blackrock did to housing they will do to bitcoin"
X Link 2024-02-17T16:40Z [---] followers, [--] engagements
"@purugyl1 Alt coins $600Bill. Bitcoin miners $15Billion. $corz is my play largest btc miner for $700 mil marketcap"
X Link 2024-02-18T21:15Z [---] followers, [---] engagements
"@biancoresearch Like @GaryGensler said your concerned about a 1Tril $ asset when the issue is homeownership is being captured by centralized entities. Private and quasi private I love bitcoin - I love real estate but I think your concerns are inverted. But your on @business Im not"
X Link 2024-02-22T00:59Z [---] followers, [---] engagements
"@Umbisam barley any analyst is touching $corz"
X Link 2024-02-22T05:15Z [---] followers, [---] engagements
"@cigarAttache @Umbisam Maybe not a full acquisition but they could take a significant stake with a very small investment. Probably $150M gets them 10% Regardless IMO $corz will be be a hostil takeover opportunity if their marketcap stays this low. For better or worse"
X Link 2024-02-22T15:26Z [---] followers, [---] engagements
"Unpopular opinion. Its not $nvda propping up the stock market and is economy. Its Fannie Freddie and Hud. Prove me wrong @leadlagreport"
X Link 2024-02-23T02:57Z [---] followers, [---] engagements
"Unpopular opinion. Its not $nvda propping up the stock market and US economy. Its Fannie Freddie and Hud. Prove me wrong @menlobear"
X Link 2024-02-23T03:00Z [---] followers, [--] engagements
"@dotkrueger Sorry fiat focused individuals will sell for $100k not realizing the hardest money will become more scarce - and in realizing $100000 bitcoin is still way cheaper then buying gold in terms of Mcap. Yelling from the top of the mountain - $100000 btc cheaper then $2000 gold"
X Link 2024-02-27T05:43Z [---] followers, [--] engagements
"Doubling down. 1) commercial real estate prices will go negative as it goes from an asset to a liability ( more then people anticipate) 2) airbnbust 3) the [----] housing crash will go unnoticed by REI - real estate prices go negative in bitcoin terms. @biancoresearch"
X Link 2024-02-27T17:14Z [---] followers, [--] engagements
"@Matt_Hougan @HHorsley Del"
X Link 2024-02-29T17:50Z [---] followers, [--] engagements
"@Matt_Hougan @HHorsley Oh my. good luck Not only would that be a good influence - but find a way to integrate into business. Im still waiting for Costco to realize they can sell more then gold integrate balance sheet and rewards. Dont underestimate their nimbleness"
X Link 2024-02-29T18:01Z [---] followers, [--] engagements
"@zerohedge Assets still win - just a matter of where the money goes to. Real estate is in the process of crashing into bitcoin - however usd price might look the same"
X Link 2024-03-04T10:27Z [---] followers, [--] engagements
"@Ashcryptoreal [----] - $mstr proposes a private offering of $600 million for [--] bitcoin"
X Link 2024-03-04T23:10Z [---] followers, [--] engagements
"@gaborgurbacs Looks like bitcoin is the apex credit score as well as money"
X Link 2024-03-06T17:47Z [---] followers, [---] engagements
"@Charge_Stack Its interesting- the tranche [--] warrants can be exercised at [----] for $6.50 per share I believe. When these are exercised the debt is paid down - I believe 100%. There is some dilution that takes place additionally but nothing out of line. As value grows balance sheet improves"
X Link 2024-03-07T23:36Z [---] followers, [--] engagements
"$Clsk is $150 what is the largest bitcoin miner $corz worth @dantherippa $150 for $CLSK and $240 for $MARA. @dantherippa $150 for $CLSK and $240 for $MARA"
X Link 2024-03-08T19:31Z [---] followers, [----] engagements
"@BitcoinPierre Personally I think they are rooting for a $10000000 USD price. Makes the asset side of our balance sheet worth a couple trillion dollars of energy backed hard money that allows us to expand our debt further and with better collateral"
X Link 2024-03-11T17:24Z [---] followers, [---] engagements
"@adam3us Wait for wallstreet to realize how they can arb @saylor speculative attack which has created a premium in the stockYou know how they could do it Buy bitcoin"
X Link 2024-03-14T01:56Z [---] followers, [---] engagements
"@BritishHodl @CleanSpark_Inc Not the largest bitcoin miner for one of lowest marketcap $corz"
X Link 2024-03-15T20:50Z [---] followers, [---] engagements
"@NateGeraci Would they invest in something that has underlying bitcoin flow Bitcoin actually has flow"
X Link 2024-03-16T21:42Z [---] followers, [--] engagements
"Prediction from a real estate investor turned bitcoiner. @Redfin will be the first real estate firm the hold bitcoin on their balance sheet. While picking up the value from the bitcoin network effect. Like @saylor - they get tech disruption and macro"
X Link 2024-03-18T19:19Z [---] followers, [--] engagements
"@Costco retails commodities from their website. They sell gold. Below is my Costco/bitcoin thesis. The marriage of the two most powerful networks in the world. Costco + Bitcoin. A digital revolution that could empower the strongest retailer to surpass Amazon"
X Link 2024-03-19T17:29Z [---] followers, [--] engagements
"Boosting the $cost stock boosting employee wealth Supplier wealth and customers buying power with very little physical work. Where to start) 1) most important the asset class has been deemed legitimate by Wall Street and regulators"
X Link 2024-03-19T17:29Z [---] followers, [--] engagements
"2)look to public companies such as @Tesla and @MicroStrategy to see what they did right and wrong 3)I would start with customer and employees first. First give the option for @Costco rewards to be paid and stored in Cash or bitcoin"
X Link 2024-03-19T17:29Z [---] followers, [--] engagements
"@mikealfred Agree youve nailed the call on the miners over the past year and a half or so but $corz The most influential people in space have been basically silent on it for the past year. Ive been buying since .08 during BK and built a position in damn proud of"
X Link 2024-03-21T01:39Z [---] followers, [---] engagements
"@mikealfred It was a lonely position in the BK except for BRiley now this company is wildly nimble. ❤ new board. Booth Jarrod Patten (on $mstr board). @_Adam_Sullivan1 recent interview said focus on reaching the share price where warrants can be exercised to pay off debt. Not advice"
X Link 2024-03-21T01:48Z [---] followers, [---] engagements
"@seancbuckley $40 Bill marketcap. Wow love your optimism. For as negative as the real estate market is the bitcoin miners are on the other extreme end of optimism"
X Link 2024-03-21T23:07Z [---] followers, [--] engagements
"@Charge_Stack Ive been in $corz since Jan of [----]. Whether you like it or not its an understudied discussed company in bitcoin miner circles until now. Ill circle back more on this later"
X Link 2024-03-25T00:42Z [---] followers, [---] engagements
"@Charge_Stack Summary of why I like Largest pub miner under $700m Mcap. Insider buying.board has connection to $mstr debt repayment has much better terms $corzw when exercised at [----] (I think) debt gets significantly paid down cost to mine under $15000. Addl facility looking to turn live"
X Link 2024-03-25T05:03Z [---] followers, [---] engagements
"@unusual_whales They could just buyout the largest public bitcoin miner - $corz Current market cap $600ish million"
X Link 2024-03-31T23:47Z [---] followers, [---] engagements
"@theBTCMiningGuy Do more $corz high level content 🙏"
X Link 2024-04-03T15:52Z [---] followers, [---] engagements
"@elonmusk is fisker worth saving with a $9.5 million market cap and $1B in debt"
X Link 2024-04-06T05:25Z [---] followers, [--] engagements
"@MarioNawfal Fisker only has a market cap of $1000000 - they could compete with tesla if they wanted to 😆"
X Link 2024-04-06T05:41Z [---] followers, [--] engagements
"@thepowerfulHRV Forgot fisker 😆😆"
X Link 2024-04-17T14:24Z [---] followers, [---] engagements
"@texasrunnerDFW @WallStreetSilv Yuppp went from flipping [--] houses a year up to [--] to yolo bitcoin. Guilty as charged"
X Link 2024-04-23T00:34Z [---] followers, [--] engagements
"@DonMiami3 @theficouple Also bitcoin is not a bet against the US. Its a bet that the US spreads free market principles. Look at US hashrate of the network"
X Link 2024-04-27T23:00Z [---] followers, [--] engagements
"@unusual_whales I thought they were getting liquidated. 😆😆😆😂😆"
X Link 2024-05-04T22:08Z [---] followers, [--] engagements
"@matthewdelly @obj @KlayThompson @saquon If the US was on a btc standard. And athletes were paid in bitcoin between the NFL NBA MLB what would the average annual salary be knowing that theres only [--------] units. Less then .01 NFL - QB - .02/annual #1 NBA draft pick"
X Link 2024-05-07T16:20Z [---] followers, [--] engagements
"@Charge_Stack @Futur3_Th1nk3r @theBTCMiningGuy @SamirTabar Morgan Stanley also had a write up on it havent been able to get my hands on it. It does seem more profitable. In a way it would almost be interesting to see a miner take the reverse position. Be 70-80% HPC and actually buy bitcoin and save the btc mining hardware for 500k btc"
X Link 2024-05-11T15:28Z [---] followers, [--] engagements
"@Charge_Stack @Bitfarms_io Interesting thanks"
X Link 2024-05-12T18:12Z [---] followers, [---] engagements
"Would be funny if @TheRoaringKitty does all this hoopla and then just buys bitcoin etfs $ibit"
X Link 2024-05-13T20:40Z [---] followers, [--] engagements
"@leadlagreport Like buy short term treasuries and use the income to buy bitcoin Na - Tethers already got that"
X Link 2024-05-13T22:19Z [---] followers, [---] engagements
"@m3_melody Agree with @m3_melody and @saylor Starwood REIT is trapped. ($SREIT) could sell assets in a tough market take on more debt or it could halt completely. There is a fourth options for corporate balance sheets that might give shareholders hope @saylor"
X Link 2024-05-20T13:03Z [---] followers, [---] engagements
"Lets delineate targets of comparing $iren and $corz vs feasability based on infrastructure already established @_Adam_Sullivan1 What is @Core_Scientific ability to service HPC based on current infrastructure in the pipeline If $iren meets its HPC targets it would be much much larger than $corz If $iren meets its HPC targets it would be much much larger than $corz"
X Link 2024-05-22T19:51Z [---] followers, [---] engagements
"@menlobear Adam - love your podcast. Have you considered applying this logic to bitcoin miners who have available or soon to be available rack space $corz and $iren - its becoming a narrative If you did this with housing it would create deflation how would we cover the debt w/out growth"
X Link 2024-05-23T02:38Z [---] followers, [---] engagements
"@Core_Scientific @_Adam_Sullivan1 @_Adam_Sullivan1 nails it what is the forward PE of other data centers like $IRM vs $Corz"
X Link 2024-05-23T16:17Z [---] followers, [---] engagements
"@MattWallace888 Actually thats what the NBA used to be like if WNBA resembles that grit they will pull viewers from the NBA. get over it"
X Link 2024-05-24T07:23Z [---] followers, [--] engagements
"@Invst_Informant This is exactly why I own [------] shares and warrants. The market perception is less then stellar financial situation. I started buying in Jan [--]. In that market your point was valid. But the market cap was $10000000. The balance sheet/trajectory says different today"
X Link 2024-05-24T19:12Z [---] followers, [---] engagements
"@Charge_Stack @Core_Scientific Very good start - operations is the blocking and tackling and like you said they are good. Now look at their brilliant capital structure. Not only is it a win win for equity/ debt but an incentive to increase share price"
X Link 2024-05-25T19:51Z [---] followers, [--] engagements
"@Charge_Stack @Core_Scientific Now combine those things with their current market cap verse there peers and you might see why there is a few of us. see this is a massive opportunity personally not financial advice. Lastly there is delusion through the existing warrants and convertible notes when I pencil"
X Link 2024-05-25T19:58Z [---] followers, [--] engagements
"@Charge_Stack @Core_Scientific this for me. I assume full delusion which equates to zero debt and [---] million shares roughly a couple hundred million on balance sheet spare capacity of land and energy that they can grow into without adding debt or dillution"
X Link 2024-05-25T20:06Z [---] followers, [--] engagements
"@Charge_Stack @Core_Scientific Full disclosure I have over [------] shares/warrants however I do hold some shares of $iren and $clsk But hands down they way $corz ran business pre bankruptcy and post bankruptcy is night and day from the outside in and particularly on the balance sheet. They seem disciplined"
X Link 2024-05-25T20:10Z [---] followers, [---] engagements
"@mikealfred To be fair - if they say all bitfarms shareholders and riot is now one of them. If bitfarms doesnt accept the deal now riot would be harmed 🤣"
X Link 2024-05-28T12:54Z [---] followers, [---] engagements
"@Charge_Stack What happens when the public data centers who have 10x the ammo start doing this to $mara or $corz.🚀🚀🚀🚀🚀🚀"
X Link 2024-05-29T03:44Z [---] followers, [--] engagements
"@gurgavin Now do bitcoin miners $corz $clsk"
X Link 2024-05-29T18:50Z [---] followers, [---] engagements
"@JarronJackson4 @Satoshifarmer88 @Tsuff101 @Core_Scientific Hahahah like your style. Actually reminds me of shit coins and why I got into this sector. Total dog shit coins combined worth $300Bill and bitcoin miners combined were worth less than $10 Billion ( this was a year ago or so)"
X Link 2024-06-02T00:56Z [---] followers, [--] engagements
"@Beth_Kindig $corz @_Adam_Sullivan1 is the largest public bitcoin miner while aiming to build a top [--] data centerbuilding a strong balance sheet. Have a strong incentive for share price growth. Also $iren is a similar play"
X Link 2024-06-03T08:41Z [---] followers, [---] engagements
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