#  @808_38hz Matt Matt posts on X about bitcoin, $mstr, maga, if you the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2008013005565374464/interactions)  - [--] Week [-------] +582% - [--] Month [-------] +187,584% ### Mentions: [--] [#](/creator/twitter::2008013005565374464/posts_active)  - [--] Month [---] +3,717% ### Followers: [---] [#](/creator/twitter::2008013005565374464/followers)  - [--] Week [---] +54% - [--] Month [---] +1,385% ### CreatorRank: [-------] [#](/creator/twitter::2008013005565374464/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) 26.55% [finance](/list/finance) 24.29% [stocks](/list/stocks) 9.04% [countries](/list/countries) 8.47% [technology brands](/list/technology-brands) 2.26% [travel destinations](/list/travel-destinations) 1.69% [automotive brands](/list/automotive-brands) 1.69% [financial services](/list/financial-services) 1.13% [celebrities](/list/celebrities) 0.56% **Social topic influence** [bitcoin](/topic/bitcoin) 19.77%, [$mstr](/topic/$mstr) 3.95%, [maga](/topic/maga) 3.39%, [if you](/topic/if-you) 3.39%, [$btc](/topic/$btc) 3.39%, [in the](/topic/in-the) 2.82%, [we are](/topic/we-are) 2.26%, [future](/topic/future) 2.26%, [debt](/topic/debt) 2.26%, [guess](/topic/guess) 2.26% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@dangerspeaker](/creator/undefined) [@postfromprotest](/creator/undefined) [@anthony_lucania](/creator/undefined) [@chcbearsfan](/creator/undefined) [@justjoe1955](/creator/undefined) [@watilo](/creator/undefined) [@michaelaarouet](/creator/undefined) [@dotkrueger](/creator/undefined) [@billackman](/creator/undefined) [@rshereme](/creator/undefined) [@zynxbtc](/creator/undefined) [@jaggedah](/creator/undefined) [@bitcointeddy](/creator/undefined) [@byrondonalds](/creator/undefined) [@olympics](/creator/undefined) [@stevedu56581507](/creator/undefined) [@tpusa](/creator/undefined) [@mamomvpy](/creator/undefined) [@neoksooner](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [XLink Bridged BTC (ABTC)](/topic/$abtc) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [Solana (SOL)](/topic/solana) ### Top Social Posts Top posts by engagements in the last [--] hours "Not because of but Europe is surely additive and if they now go to a non-US stack and promote domestically you get new competitorsfirms China may politically prefer for example. Go read up on Tencent and Alibaba and have a look what self-grown tech platform alternatives in big markets can look like. https://twitter.com/i/web/status/2016838900195434610 https://twitter.com/i/web/status/2016838900195434610" [X Link](https://x.com/808_38hz/status/2016838900195434610) 2026-01-29T11:40Z [---] followers, [---] engagements "Fed B/S contraction has already been happening for a while under Powell. Warsh will surely continue that while voting for cutting the front end a bit faster as real rates remain high. There is some chance we get disruptive productivity high unemployment and a major consumer contraction next few years Warshs ability to respond will be key. https://twitter.com/i/web/status/2017911171676779004 https://twitter.com/i/web/status/2017911171676779004" [X Link](https://x.com/808_38hz/status/2017911171676779004) 2026-02-01T10:41Z [---] followers, [---] engagements "@LizzieLizbc Thanks for your table. Can you also outline the preference claim of each instrument in terms of seniority waterfall in the event of a bankruptcy" [X Link](https://x.com/808_38hz/status/2018265316485222740) 2026-02-02T10:08Z [---] followers, [--] engagements "@ArmandDoma @grok compare the growth rate and absolute level of Federal deficits between the US and EU since [----] (leaving out UK) until today" [X Link](https://x.com/808_38hz/status/2018643117126328799) 2026-02-03T11:09Z [---] followers, [----] engagements "Or. People are stuffed so full of cash a sudden realisation of a bit of hedging/diversification is in order. Larry Page just paid $170 million for two houses that cost about $10 million to build. We have runaway inflation in the 1% due to tax policies and absent government against monopolistic advantage in consumer enterprises. https://twitter.com/i/web/status/2018704893251326275 https://twitter.com/i/web/status/2018704893251326275" [X Link](https://x.com/808_38hz/status/2018704893251326275) 2026-02-03T15:15Z [---] followers, [---] engagements "@MichaelAArouet As someone who travels it regularly silly. Trinidad and Johannesburg need travel advisories" [X Link](https://x.com/808_38hz/status/2019034019367985198) 2026-02-04T13:03Z [---] followers, [----] engagements "@Gamal01011960 @Bitcoin_Teddy The chances of our deaths is 100%. The chances of Bitcoin going to zero is 0.00000000000000000000000000000000000001% Enron stock certificates still trade today for a decent price" [X Link](https://x.com/808_38hz/status/2019473788807614626) 2026-02-05T18:10Z [---] followers, [--] engagements "Psssst I can fix it in an afternoon. A bit of tax reform to get budget deficit back to 2-3% (easy work) mutualising health care service into cooperatives (like Vanguard) to drop costs tort reform capping awards insurance premium regulation reform. On trade blowing out all the bespoke tariffs and moving to a simple trade code measuring net surplus or deficit. We agree to a dead band of 3% of notional trade with any country we like with zero tariffs; after 3% we flip to 25% tariff 5% 50% tariff 7% 100% tariff etc. we accept same imposition on our surpluses. Exclude a few sensitive areas like" [X Link](https://x.com/808_38hz/status/2019726817381204057) 2026-02-06T10:56Z [---] followers, [---] engagements "@ericjackson Disagree entirely. They should build a giant wall and tell Trump to go fuck himself and join the EU or other trade agreements. Canada has a lot to offer the world. In fact the whole world should turn its back on Trump the way he has behaved and spoken about them" [X Link](https://x.com/808_38hz/status/2019786113385218381) 2026-02-06T14:51Z [---] followers, [---] engagements "@dotkrueger It may as we go into a deflation super cycle before the inevitable. The levels of panic this country is going to see from 8% and rising unemployment in [--] months will be hair raising" [X Link](https://x.com/808_38hz/status/2019977596080124264) 2026-02-07T03:32Z [---] followers, [---] engagements "@philoctete37083 @Tazerface16 To be accurate Bitcoin sucks a lot of energy but it also can shoot power resources to the grid when needed and increasingly uses renewable energy due to cost which sort of helps the grid and overall emissions" [X Link](https://x.com/808_38hz/status/2020091544515277207) 2026-02-07T11:05Z [---] followers, [--] engagements "@StephenMoore Gee instead of leftist policies could it be something else Something like incredible income and wealth creation potential in liberal hellholes like New York City and SF Bay Area Your argument isnt worth the gum on your shoe" [X Link](https://x.com/808_38hz/status/2020094708362666224) 2026-02-07T11:18Z [---] followers, [--] engagements "I have yes. Brussels has been a shithole for my entire life. Stockholm and Sweden have had an awful time with poor immigration policies even if they were well intended. Barcelona is a victim of its own success in tourism and being so damn beautiful. Europe remains amazing and wonderful your focus on darkness is so overstated and ill spirited. https://twitter.com/i/web/status/2020112137545285690 https://twitter.com/i/web/status/2020112137545285690" [X Link](https://x.com/808_38hz/status/2020112137545285690) 2026-02-07T12:27Z [---] followers, [--] engagements "@MichaelAArouet Now do Houston St Louis and Detroit" [X Link](https://x.com/808_38hz/status/2020112511605866499) 2026-02-07T12:28Z [---] followers, [--] engagements "Because so much of it (the people involved the real purpose of the products) is a bunch of scam artists trying to foist some idea on people and seduce them to give up their dollar savings. A lot of it is actually anti-American. I think Bitcoin is truly innovative and came from a place of incredible stress and disappointment with how the financial system went nuts with deregulation and sub-prime mortgage products and then didnt hold the conspirators in that disaster accountable. But sadly thats about the only noble experiment going on in crypto. The whole move on Ether and Tether on" [X Link](https://x.com/808_38hz/status/2020122535862439980) 2026-02-07T13:08Z [---] followers, [--] engagements "@Noahpinion Now imagine those drones all attack this thing at once with decent explosive devices. These are the battleships of [----] now. We need to discontinue further spending on these immediately" [X Link](https://x.com/808_38hz/status/2020125418381062263) 2026-02-07T13:20Z [---] followers, [----] engagements "@EASTWOODX @MAGAVoice I dont see anything suggesting fear or disassociation by MAGA. They continue to totally love him" [X Link](https://x.com/808_38hz/status/2020125744593027357) 2026-02-07T13:21Z [---] followers, [---] engagements "@IAPolls2022 Im betting on Kalshi Talarico takes Texas. You have no idea how the Latinos are feeling right now. They fucking done with MAGA" [X Link](https://x.com/808_38hz/status/2020133398291874295) 2026-02-07T13:51Z [---] followers, [--] engagements "@willssddd @rasmr_eth Equities Bitcoin" [X Link](https://x.com/808_38hz/status/2020154497230651866) 2026-02-07T15:15Z [---] followers, [--] engagements "Egregious error or maybe just an error You have to admit we have a lot of two-way action in data atm. The price of computer memory has risen so far so fast that Qualcomm is cutting guidance on its chipsets for phones (cant get memory for any reasonable price) and NVIDIA is bypassing nextgen GPUs for games (no memory). Consumer in the US are going to be in complete shock whats coming at BestBuy etc. https://twitter.com/i/web/status/2020178997540192739 https://twitter.com/i/web/status/2020178997540192739" [X Link](https://x.com/808_38hz/status/2020178997540192739) 2026-02-07T16:53Z [---] followers, [---] engagements "@mark_slapinski I am noticing DeSantis is coming out now against the tech bro cabal and by extension Vance and maybe Trump. Quarterflanking" [X Link](https://x.com/808_38hz/status/2020183812978930057) 2026-02-07T17:12Z [---] followers, [--] engagements "@PawlowskiMario I think the books may have banned him" [X Link](https://x.com/808_38hz/status/2020187165389648125) 2026-02-07T17:25Z [---] followers, [----] engagements "@grok @dotkrueger @MarkYusko Trump has destroyed crypto for most Americans now it is (probably rightly) just a part of degen culture. Bitcoin will survive after the tourists get flushed out (they arent yet). ETH Solana all finished" [X Link](https://x.com/808_38hz/status/2020204910902693997) 2026-02-07T18:35Z [---] followers, [--] engagements "@ByronDonalds @Olympics Says an authoritarian whos hierarchical structure is psychically invaded by public dissent" [X Link](https://x.com/808_38hz/status/2020216390897029628) 2026-02-07T19:21Z [---] followers, [----] engagements "@CraigBrien1 @EventMatrixNow @ByronDonalds @Olympics @grok what was the cost of the Melania documentary to its producers; and how much was spent on promotion and distribution How does this compare to box office receipts" [X Link](https://x.com/808_38hz/status/2020295945288626277) 2026-02-08T00:37Z [---] followers, [--] engagements "@BillAckman You should probably just get back to shorting consumer stocks" [X Link](https://x.com/808_38hz/status/2020297359821812046) 2026-02-08T00:43Z [---] followers, [--] engagements "@nypost Americans You mean boot licking authoritarian mongrels who cant handle moral dissent against a corrupt leadership Please boycott. Go wrap yourself in crude oil and turn on Lee Greenwood to [--]. We are sweeping you all out of office" [X Link](https://x.com/808_38hz/status/2020300409727058326) 2026-02-08T00:55Z [---] followers, [----] engagements "@CraigBrien1 @EventMatrixNow @ByronDonalds @Olympics @grok @grok are you sleeping bro" [X Link](https://x.com/808_38hz/status/2020316885615775867) 2026-02-08T02:00Z [---] followers, [--] engagements "@BillAckman" [X Link](https://x.com/808_38hz/status/2020317082500677927) 2026-02-08T02:01Z [---] followers, [--] engagements "@StephenPWebb72 @TrumpDailyPosts It was unfortunately a terrible race. I think a better outcome would have been Trump with a Dem Senate and/House. This current Republican Congress is like an inert gas save for Massie and Paul. Weirdly Kentucky still awake" [X Link](https://x.com/808_38hz/status/2020318510128533943) 2026-02-08T02:07Z [---] followers, [--] engagements "The documentary film titled Melania focusing on Melania Trump had a reported production budget of $40 million for its producers which included Melania Trump herself as an executive producer along with director Brett Ratner and others. This figure positions it as one of the most expensive documentaries ever made though some sources note that typical budgets for similar limited-scope documentaries are under $5 million. Amazon MGM Studios acquired the rights for an additional $40 million with Melania Trump reportedly receiving approximately $28 million from this deal. Regarding promotion and" [X Link](https://x.com/808_38hz/status/2020333061875884216) 2026-02-08T03:05Z [---] followers, [--] engagements "@Mature_Fox @WallStreetMav Thats a you thing. You are more than welcome to cheer another team or tryout and see if you can beat our kids" [X Link](https://x.com/808_38hz/status/2020334752675537096) 2026-02-08T03:11Z [---] followers, [---] engagements "@RichardHanania Dems dont have shit. All you have is Talarico/Mamdani youthful idealism and now horrific execution and strategy by sitting Republicans" [X Link](https://x.com/808_38hz/status/2020337109572231470) 2026-02-08T03:21Z [---] followers, [--] engagements "@matthewrcohn @DerrickEvans4WV These folks do not like dissent. Unless it relates to illegally blocking the Constitution" [X Link](https://x.com/808_38hz/status/2020482017142432164) 2026-02-08T12:57Z [---] followers, [---] engagements "Well when people vote in a lunatic who calls women piggy sends border agents into cities who proceed to murder and antagonise American citizens extra-legally sues colleges for free speech trashes allies and the environment its understandable citizens especially young people are conflicted about America. https://twitter.com/i/web/status/2020483839185895555 https://twitter.com/i/web/status/2020483839185895555" [X Link](https://x.com/808_38hz/status/2020483839185895555) 2026-02-08T13:04Z [---] followers, [--] engagements "Social Security has a segregated funding mechanism but is not pre-funded. It is rather a defined liability program which requires constant funding integration with general budgets. A sovereign wealth fund is a segregated free-standing asset with no liabilities other than its management costs. https://twitter.com/i/web/status/2020484767439802778 https://twitter.com/i/web/status/2020484767439802778" [X Link](https://x.com/808_38hz/status/2020484767439802778) 2026-02-08T13:08Z [---] followers, [--] engagements "@MichaelAArouet @FlackJimmmy Discuss Vanguard for us" [X Link](https://x.com/808_38hz/status/2020488269100716517) 2026-02-08T13:21Z [---] followers, [--] engagements "@larry_buckeye @nypost @grok If you win 5/435 seats you get to call your own bills. Ones nobody can vote against and survive re-election. Any American regardless of current party has to admit the current system is dysfunctional. Principled third parties could offer some relief to a broken status quo" [X Link](https://x.com/808_38hz/status/2020488908715245715) 2026-02-08T13:24Z [---] followers, [--] engagements "@SteveDu56581507 @Bitcoin_Teddy Also we need a Constitutional amendment on budgets as well. Today we have dont tax and spend" [X Link](https://x.com/808_38hz/status/2020492549014892874) 2026-02-08T13:38Z [---] followers, [--] engagements "@mermaidmamamags Have fun yall in this white thrash dumpster fire" [X Link](https://x.com/808_38hz/status/2020537324153561450) 2026-02-08T16:36Z [---] followers, [---] engagements "I dont think waiving student tuition and cutting interest rates were designed to benefit the Top 10% immigrants or politicians. They were designed to reduce economic hardship in the worst economic contraction (affecting disproportionately wage earning workers) in US history. Mistakes were made but lets not rewrite history. https://twitter.com/i/web/status/2020563225574506783 https://twitter.com/i/web/status/2020563225574506783" [X Link](https://x.com/808_38hz/status/2020563225574506783) 2026-02-08T18:19Z [---] followers, [--] engagements "@dhaaruni @Noahpinion Oops didnt last long" [X Link](https://x.com/808_38hz/status/2020563802270392399) 2026-02-08T18:22Z [---] followers, [---] engagements "@BraveIndy60 @glenn_tunes @emeriticus They havent. They are disappointed in current leadership in America. If they said that about Biden youd be ecstatic and wed be like ok cool Go Team USA" [X Link](https://x.com/808_38hz/status/2020598726973370729) 2026-02-08T20:40Z [---] followers, [--] engagements "@BillAckman @realDonaldTrump Please stick to stock analysis" [X Link](https://x.com/808_38hz/status/2020651620879749271) 2026-02-09T00:11Z [---] followers, [--] engagements "@CrispyGin_CGE13 @matthewrcohn @DerrickEvans4WV Doubtful but well see who is running. I doubt Vance can win a primary over DeSantis or Rubio. DeSantis is moving quickly to an anti-Trump position on key issues" [X Link](https://x.com/808_38hz/status/2020697041907913104) 2026-02-09T03:11Z [---] followers, [--] engagements "My view is one more of disappointment. I think he carries a powerful message about Bitcoin but then just comes off as Gollum. Hes also intellectually dishonest for example showing graphs of US $ depreciation without showing the interest rate on a $ of saving received over time. Since [----] a dollar has returned something like 14-16x with interest far exceeding its purchasing power depreciation. An inconvenient truth. https://twitter.com/i/web/status/2020698956183855340 https://twitter.com/i/web/status/2020698956183855340" [X Link](https://x.com/808_38hz/status/2020698956183855340) 2026-02-09T03:19Z [---] followers, [--] engagements "@megynkelly Not bashing US bashing Trump policies Trump US Just like Biden US for you. In fact we agreed with your criticisms. You should be like Elsa and just let it go" [X Link](https://x.com/808_38hz/status/2020701270856913174) 2026-02-09T03:28Z [---] followers, [---] engagements "Ok Boomer. Nothing to with the left everything to do with young people and the future which is multi-cultural and global. And this old gasbag is trying to wreck and impose Leave it to Beaver on America while being Bob Guccione in his own private life. You missed what was being presented. https://twitter.com/i/web/status/2020786992783532394 https://twitter.com/i/web/status/2020786992783532394" [X Link](https://x.com/808_38hz/status/2020786992783532394) 2026-02-09T09:08Z [---] followers, [----] engagements "And what you said was on display last night at the Super Bowl. BB is Puerto Rican a PART OF AMERICA. The irony is the fucking tantrum that was that shambolic white music thing halftime party did more damage to MAGA electorally than anything thus far. The Latinos who got you all elected now know what you really think of them and their culture. Best of luck winning that trust back. https://twitter.com/i/web/status/2020903373260624187 https://twitter.com/i/web/status/2020903373260624187" [X Link](https://x.com/808_38hz/status/2020903373260624187) 2026-02-09T16:51Z [---] followers, [--] engagements "@RohanLawPC These MAGA do not include Latinos or Spanish speaking culture or brown people in general in their narrative. The ones in there supporting MAGA are sellouts. Get it yet" [X Link](https://x.com/808_38hz/status/2020944778699927842) 2026-02-09T19:35Z [---] followers, [--] engagements "@JustJoe1955 @CGasparino @TPUSA @nflcommish Tell the 50m voting Latinos those comments preferably as they are in the line to vote next November" [X Link](https://x.com/808_38hz/status/2020963609304760364) 2026-02-09T20:50Z [---] followers, [--] engagements "@JustJoe1955 @CGasparino @TPUSA @nflcommish Well you should see how those numbers tracked in just [--] months" [X Link](https://x.com/808_38hz/status/2020967018401603868) 2026-02-09T21:04Z [---] followers, [--] engagements "Watching Kid Rock screeching away off sync with dubbed music is not the domain of educated its one of the worst cringe collective tantrums America has witnessed. Heres an idea: turn the volume off like most households get some chili and restock the fridge. Youve literally all become this. https://twitter.com/i/web/status/2021178589295616275 https://twitter.com/i/web/status/2021178589295616275" [X Link](https://x.com/808_38hz/status/2021178589295616275) 2026-02-10T11:05Z [---] followers, [--] engagements "No conflict of interest in those comments 🫡😓 This is why crypto in general has such little credibility with the general population you have these deeply entrenched participants trying to move heaven and earth to get their bag lifted. He should probably just issue stock immunise his debt maturities and ride out the cycle appropriately. https://twitter.com/i/web/status/2021180023240048875 https://twitter.com/i/web/status/2021180023240048875" [X Link](https://x.com/808_38hz/status/2021180023240048875) 2026-02-10T11:10Z [---] followers, [----] engagements "@Conservative1AZ MAGA has become this:" [X Link](https://x.com/808_38hz/status/2021182954127417675) 2026-02-10T11:22Z [---] followers, [----] engagements "@DavidAFrench MAGA at halftime" [X Link](https://x.com/808_38hz/status/2021185823907926326) 2026-02-10T11:33Z [---] followers, [---] engagements "@dotkrueger Bullish until Saylor sobers up and immunises the CBs. U til then I fear Bitcoin in a doom loop as $MSTR has booby trapped it and hes being stubborn" [X Link](https://x.com/808_38hz/status/2021234209243779567) 2026-02-10T14:46Z [---] followers, [--] engagements "@dotkrueger Sorry I meant bullish long term bearish near term" [X Link](https://x.com/808_38hz/status/2021234285731102724) 2026-02-10T14:46Z [---] followers, [--] engagements "@mitchellvii Correction: in which Harris LOST. You are gravely misreading her unpopularity for his popularity. You have enormous wood to chop now in the general and if he fills the ballots with Trump zombie simps youre dead" [X Link](https://x.com/808_38hz/status/2021278024709112073) 2026-02-10T17:40Z [---] followers, [--] engagements "1. Both feed into Treasury general account and comprise the biggest part of Federal Revenues. [--]. An ENORMOUS amount of dividends are not taxed. Offshore accounts pension funds 401ks no current tax. [--]. 21% Corp tax rate is wildly generous. Private equity firms use huge amounts of debt to avoid paying taxes (and the new interest bearers on that debt are largely non-taxable endowments foundations etc) they pay little tax. Meanwhile big spenders like on data centres get 100% tax depreciation shelters. Then we have revenue offsets on investment tax credits like renewable energy. Lets get real" [X Link](https://x.com/808_38hz/status/2021287702411477483) 2026-02-10T18:18Z [---] followers, [--] engagements "I think I understand what you mean and for sure holders of corporate debt and equity are not equivalents to how corporations are taxed. I guess what I mean is that the total tax pie of corporates (funders and receivers) results in fairly low effective rates; and in wage/earned income frameworks the tax rates are high. If AI results in a shift of total taxation receipts to corporates away from wage/earned writ large the total pool of tax revenues to the US government will go down. A bit like having a gasoline tax as people are switching to EVs. The siren call for subsidisation of displaced" [X Link](https://x.com/808_38hz/status/2021293249470562334) 2026-02-10T18:40Z [---] followers, [--] engagements "@Bizniz203 @MaMoMVPY Con artist a bit. Rampant speculator a lot. The fraud part would have to be misstatement of Bitcoin holdings I dont think any of us knows. But uff if there were a Wirecard type fraud here" [X Link](https://x.com/808_38hz/status/2021302763284554236) 2026-02-10T19:18Z [---] followers, [--] engagements "@rshereme Hes a bucket of grievances and they are insatiable. Europe needs to unplug from US tech to reach in and reset" [X Link](https://x.com/808_38hz/status/2021304486648525204) 2026-02-10T19:25Z [---] followers, [----] engagements "Interesting point. When I lived in London the cabs all went EV so the drivers had to adopt different daily patterns to incorporate some charging time. One cabbie told me he tossed some trainers and shorts in his trunk and started doing [--] minutes of jogging while he charged after lunchtime. Said he lost 25lbs in the first year and it changed his life completely I thought that was a cool story. Its profoundly sad (to me) to see Americans so anti-EV. And strange. https://twitter.com/i/web/status/2021309457188171785 https://twitter.com/i/web/status/2021309457188171785" [X Link](https://x.com/808_38hz/status/2021309457188171785) 2026-02-10T19:45Z [---] followers, [--] engagements "@EVCurveFuturist Cool lets also remove tariffs too" [X Link](https://x.com/808_38hz/status/2021322083645399067) 2026-02-10T20:35Z [---] followers, [--] engagements "@NEOKSooner @rshereme We cannot pay off $39T without complete obliteration. We might be able to get in a situation where deficit accumulation stops and economic growth continues and that would still be sustainable but there is no earthly hope of that with all the tax cuts we have done" [X Link](https://x.com/808_38hz/status/2021347104803913837) 2026-02-10T22:14Z [---] followers, [--] engagements "@saylordocs Retardation and shit like this is why Bitcoin getting run out" [X Link](https://x.com/808_38hz/status/2021380456004853785) 2026-02-11T00:27Z [---] followers, [----] engagements "@BitcoinSapiens One thing is for sure: nobody has a clue where Bitcoin is going. This is a big experiment its running live and we are all in it" [X Link](https://x.com/808_38hz/status/2021387943773077975) 2026-02-11T00:56Z [---] followers, [--] engagements "Yeah they build the fucking things. Everybody agreed that was a mess Dems tried to pass a bill to even stop Biden and Republicans blocked it rubbing their hands in political exploitation. It was probably smart but Ill-spirited. Its great border crossing have collapsed. Its not great to deport [--] year old Pete the taco guy with [--] American kids in school who has no record a lapsed green card and now leaves a family with no income. It is *retarded* to not put guys like that on a path to legal residency. https://twitter.com/i/web/status/2021405062229086424" [X Link](https://x.com/808_38hz/status/2021405062229086424) 2026-02-11T02:04Z [---] followers, [--] engagements "@ACTBrigitte *with President Trump the party has no future" [X Link](https://x.com/808_38hz/status/2021406424996380704) 2026-02-11T02:10Z [---] followers, [--] engagements "@brockpierson" [X Link](https://x.com/808_38hz/status/2021453715396493764) 2026-02-11T05:18Z [---] followers, [----] engagements "@Thomas_richard2 @brockpierson If you found an email from your son or daughter asking someone if they had cocaine available what would be your assumption" [X Link](https://x.com/808_38hz/status/2021636209257447450) 2026-02-11T17:23Z [---] followers, [--] engagements "@DavidWh13316399 @rshereme Parroting back incorrect information. Please go do some actual research" [X Link](https://x.com/808_38hz/status/2021665019751281080) 2026-02-11T19:17Z [---] followers, [--] engagements "@SilverSCat02 @rshereme Well a good start would be to cut the cord with Meta and X and open the field to EU domiciled alternatives. No other way to get there on learning and ad-based share" [X Link](https://x.com/808_38hz/status/2021665720615284950) 2026-02-11T19:20Z [---] followers, [--] engagements "@grok @IFNY2775 @TicTocTick What do you think. $393M of Bitcoin - $180M of debt is about $210M. $3M of net PP&E and total assets of $7M lets be generous and call that $250 million of net solvent assets. Market cap is currently $1062000000 or $800 million too high" [X Link](https://x.com/808_38hz/status/2021686947127701812) 2026-02-11T20:45Z [---] followers, [---] engagements "@TheGeorgePu I love Bitcoin the ongoing experiment. Saylor is part of the experiment. He may not have a positive outcome Bitcoin is like that" [X Link](https://x.com/808_38hz/status/2021703164563538272) 2026-02-11T21:49Z [---] followers, [---] engagements "@Darklight_NFT @Thomas_richard2 @brockpierson Another Musk simp its a plague" [X Link](https://x.com/808_38hz/status/2021718695115170079) 2026-02-11T22:51Z [---] followers, [--] engagements "This is a very bad interview. His body language says extreme stress denial posturing. In fact it doesnt add up to the balance sheet position of the company which is not horrible. He does need to immunise these CBs but given they have no coupon just issue $10B of stock right now drop the cash in escrow earning 3.5% that ends it. I think Bitcoin is MSTR-booby trapped right now" [X Link](https://x.com/808_38hz/status/2021719820463419464) 2026-02-11T22:55Z [---] followers, [----] engagements "Pretty much Bitcoin is being run down to puke these stacks. I believe him when he says he wont sell his Bitcoin. wtf does he do with MSTR down at a 30-40% discount to NAV if BTC is at $40k and some interloper who bought decent stakes in the converts and 5% MSTR stake pushes for new board He really could be up shits creek. https://twitter.com/i/web/status/2021720793336447110 https://twitter.com/i/web/status/2021720793336447110" [X Link](https://x.com/808_38hz/status/2021720793336447110) 2026-02-11T22:59Z [---] followers, [--] engagements "@commonsenseplay @saylor He should swallow and issue $10B right now and escrow proceeds at 3.5% until maturity dates. My guess is Bitcoin would rip" [X Link](https://x.com/808_38hz/status/2021722587269673128) 2026-02-11T23:06Z [---] followers, [---] engagements "Its called LTV Joe. Banks dont give AF about his track record raising debts just what the collateral cover is on the maturing (and rolling) loans. He should issue $8B in equity RIGHT NOW toss it in escrow and put this issue to bed. Can even buy a few Bitcoin on the 3.5% cash vs 0% CB spread. https://twitter.com/i/web/status/2021723304697245733 https://twitter.com/i/web/status/2021723304697245733" [X Link](https://x.com/808_38hz/status/2021723304697245733) 2026-02-11T23:09Z [---] followers, [--] engagements "Im a Bitcoin adherent and on balance I like Saylor even if his enthusiasm spills into some intellectual bullying and selective omissions. I have [--] years investing experience and have had calls with [----] CEOs including Jeff Skilling @ Enron. This is a bad interview and series of replies. https://twitter.com/i/web/status/2021724914584305779 https://twitter.com/i/web/status/2021724914584305779" [X Link](https://x.com/808_38hz/status/2021724914584305779) 2026-02-11T23:15Z [---] followers, [---] engagements "@AdamBLiv Interesting take. What about ultra luxury market unique waterfront etc" [X Link](https://x.com/808_38hz/status/2021725233237864625) 2026-02-11T23:17Z [---] followers, [---] engagements "@grok @joeokeefejr @commonsenseplay @saylor Amazon was a business. This is basically just NAV" [X Link](https://x.com/808_38hz/status/2021727401504317686) 2026-02-11T23:25Z [---] followers, [--] engagements "@603jeepgirl @nicksortor @Bear96Momma @grok how many years has America been a functional independent country prior to the election of Donald Trump Please express also as total % of time with and without Donald Trump as President" [X Link](https://x.com/808_38hz/status/2021750538086351239) 2026-02-12T00:57Z [---] followers, [---] engagements "@wholemars Tesla will have fully autonomous AVs. In every city and state in the US So will most other OEMs before the end of this decade. Particularly in China" [X Link](https://x.com/808_38hz/status/2021754453368451552) 2026-02-12T01:13Z [---] followers, [--] engagements "@SandraJayne12 @travisakers Ill never become a Democrat but no fucking way will I vote for any Republican that supports this guy like this. DeSantis is wisely picking spots now against Trump such as data centres and tech bros" [X Link](https://x.com/808_38hz/status/2021757900360724867) 2026-02-12T01:27Z [---] followers, [--] engagements "BYD has introduced its "God's Eye" (DiPilot) advanced intelligent driving system as a transformative "intelligence strategy" to equip its entire vehicle lineupranging from affordable hatchbacks to luxury modelswith sophisticated autonomous driving capabilities. Announced in early [----] this initiative aims to democratize advanced driver-assistance systems (ADAS) making features like highway navigation on autopilot (NOA) and advanced parking standard often at no extra cost to consumers. Key Advances in BYD's "God's Eye" (DiPilot) System: Mass-Market Rollout: The system including the advanced" [X Link](https://x.com/808_38hz/status/2021758511483633818) 2026-02-12T01:29Z [---] followers, [--] engagements "@ZynxBTC There is a scenario here where Bitcoin succeeds and $MSTR doesnt" [X Link](https://x.com/808_38hz/status/2021774012049666099) 2026-02-12T02:31Z [---] followers, [---] engagements "There is absolutely a path for $MSTR to fail and $BTC to be fine longer term. If we have a really tough drawdown and $MSTR moves to a big discount due to solvency issues and lack of options because he failed to issue equity for the CBs earlier someone can try and take that stack and investors get hosed. https://twitter.com/i/web/status/2021774568067625157 https://twitter.com/i/web/status/2021774568067625157" [X Link](https://x.com/808_38hz/status/2021774568067625157) 2026-02-12T02:33Z [---] followers, [--] engagements "Ill pass on on clicking on random links. Its quite easy $BTC falls to $35k $MSTR falls to $25-30/sh a massive discount to NAV as shareholders dont want to be diluted somebody comes along and tenders for all the shares at $40-45/sh he goes apeshit realising he might lose the company and floods the market with stock in defence of losing control. Or he blinks on his own and issues a mountain of stock in the paint to prefund the CBs and its dilution city for shareholders. Or we find out later he margined the hell out of his own stack and disappears. There are many things that can happen here when" [X Link](https://x.com/808_38hz/status/2021777324593516939) 2026-02-12T02:44Z [---] followers, [--] engagements "If the stock is at 35% discount to NAV and he issues $8-10B in new shares they will only get done at a massive discount. This smokes everyones residual claim on $MSTRs $BTC permanently. Very common in leveraged closed-end funds during downdrafts to have to nuke investors with an ill-timed recap. You are right that you arent dead but you are blown apart financially at the exact time you should be buying. I bought $GBTC at a 45% discount to NAV in [----] and it didnt even have any debt. People have forgotten how bad things can get. https://twitter.com/i/web/status/2021779564003754001" [X Link](https://x.com/808_38hz/status/2021779564003754001) 2026-02-12T02:53Z [---] followers, [--] engagements "@chcbearsfan @ZynxBTC FWIW I dont think there is any scenario he sells $BTC. He might get replaced of course" [X Link](https://x.com/808_38hz/status/2021780195116503504) 2026-02-12T02:55Z [---] followers, [--] engagements "@chcbearsfan @ZynxBTC Ive spent a lot of time on this. My conclusion was to agree with a lot of his points on Bitcoin but see the flaw in his own model. Its too bad I think he is a good communicator and ambassador for Bitcoin" [X Link](https://x.com/808_38hz/status/2021782005826912658) 2026-02-12T03:02Z [---] followers, [--] engagements "The flaw is mismatched assets and liabilities with triggers. Ive made it through 9/11 (personally) the GFC COVID and the collapse of the entire power industry in 2002-3. I dont think the odds of him having to issue equity deep in the paint are that high but they are too high for me. Id rather be comfortable with my own stack and know I have complete control if I want to increase my exposure massively in a shitstorm while he likely will miss that and/or get smoked if it happens. https://twitter.com/i/web/status/2021786077808210392 https://twitter.com/i/web/status/2021786077808210392" [X Link](https://x.com/808_38hz/status/2021786077808210392) 2026-02-12T03:18Z [---] followers, [--] engagements "It probably works out long term but two things truly bother me: [--]. If we go down in the paint this cycle and $MSTR moves to a big discount to NAV as $GBTC did last cycle (in their case without leverage) he will not be able to add at the EXACT time he should be; and worse he may dilute investors at the bottom to stay alive. [--]. Hes too glib and arrogant. Be humble bro say we are surprised how deep the move is in Bitcoin and taking measures to insure our liability stack is 100% immunised to maturity schedules right now. Hes booby-trapped Bitcoin this cycle. Need this to get resolved before we" [X Link](https://x.com/808_38hz/status/2021787058008662460) 2026-02-12T03:22Z [---] followers, [----] engagements "@Tzam14 @operationdanish Bitcoin is an experiment. We are living inside that experiment in real time and Saylor is part of that experiment. He may not make it out unscathed. Bitcoin likely prevails" [X Link](https://x.com/808_38hz/status/2021787546544447957) 2026-02-12T03:24Z [---] followers, [--] engagements "@MarkB4400 @operationdanish He is not speaking as he should be as CEO in this moment of concerns" [X Link](https://x.com/808_38hz/status/2021787821657268539) 2026-02-12T03:25Z [---] followers, [--] engagements "This interview reminded me Skilling as he started cracking but $MSTR shouldnt be in any kind of that trouble. We hope. He should have been on TV explaining how they were taking steps to immunise the maturities now (while the equity is near NAV) to insure there is literally no chance they cant ride out the cycle. He did not do that today. He did the opposite I dare you. https://twitter.com/i/web/status/2021790403272364237 https://twitter.com/i/web/status/2021790403272364237" [X Link](https://x.com/808_38hz/status/2021790403272364237) 2026-02-12T03:36Z [---] followers, [---] engagements "@chamath California does this to itself regularly. Such is the plight of low test ballot initiatives" [X Link](https://x.com/808_38hz/status/2021793985480507613) 2026-02-12T03:50Z [---] followers, [---] engagements "@RedLineReportt How can you not agree with him what he said is fact. If he vehemently disagrees with the President or has some moral crisis with implementing those policies he steps down. If enough cabinet members step down it probably ends that Presidency" [X Link](https://x.com/808_38hz/status/2021802296133185747) 2026-02-12T04:23Z [---] followers, [----] engagements "@judith_woo88877 @RedLineReportt I despise Trump. But what you said is not accurate. Rubio is correct. Hold him in your contempt but not for process. Its possible Rubio gains more clout and voice making clear statements like this and that may help the US make less bad decisions by Trump" [X Link](https://x.com/808_38hz/status/2021802815224525078) 2026-02-12T04:25Z [---] followers, [---] engagements "@robbystarbuck @KassyAkiva @grok is there evidence of rising cancer rates in young people in COVID vaccine nations such as Singapore or Chile or Portugal where rates of vaccination were well over 90%" [X Link](https://x.com/808_38hz/status/2021805129603985554) 2026-02-12T04:34Z [---] followers, [---] engagements "You were doing well until the one option bit. Another option is simply restoring sane tax policy so that effective corporate tax rates approach 26% instead of the current 9%. But that is dollar integrity stuff and most of the Bitcoin crowd wants the dollar to die. Which is a pretty dark position to hold. https://twitter.com/i/web/status/2021811399316390143 https://twitter.com/i/web/status/2021811399316390143" [X Link](https://x.com/808_38hz/status/2021811399316390143) 2026-02-12T04:59Z [---] followers, [---] engagements "@w_terrence Jump ball. Depends how nuts the Dems are. But clinging to Trump as a political virtue probably would lose many races in [----]. He will damage many races" [X Link](https://x.com/808_38hz/status/2021814154831532503) 2026-02-12T05:10Z [---] followers, [---] engagements "@Milajoy Tell ya what: lets make this a prisoner swap no resignations without equal participation. You can take Clinton and Jefferies and then cough up Lutnick and Trump" [X Link](https://x.com/808_38hz/status/2021815036730073435) 2026-02-12T05:14Z [---] followers, [--] engagements "@AngelaBelcamino I was a registered Republican in NYC and also recently moved to Florida. I registered now in FL as unaffiliated as I will never support this obscene President and his patsy handlers. I will vote for anyone against him. I am warming up to DeSantis" [X Link](https://x.com/808_38hz/status/2021819006882136113) 2026-02-12T05:29Z [---] followers, [--] engagements "@AmericaPapaBear Neither hello. Charlie Spies or Paul Clement would be good choices for Trump to restore credibility but he needs a patsy" [X Link](https://x.com/808_38hz/status/2021822671894261774) 2026-02-12T05:44Z [---] followers, [--] engagements "I agree w a lot of this a few caveats: [--]. Parts and insurance markets will change and could affect this [--]. EVs arent static in technology stack. I see [---] mile range vehicles coming. That might peel off more share. [--]. Very likely gasoline becomes harder and harder to find. https://twitter.com/i/web/status/2021904791379607745 https://twitter.com/i/web/status/2021904791379607745" [X Link](https://x.com/808_38hz/status/2021904791379607745) 2026-02-12T11:10Z [---] followers, [----] engagements "Huh He can issue $8-10B of equity right now today. Drop it into escrow earning 3.5% against the 0% CBs until they mature. Now he can ride out any storm. If he waits for $BTC to hit $45k and then $MSTR breaks NAV hard and falls to a 30-40% discount to NAV on liquidity fears he could lose the company to an interloper or be forced to issue mother of all dilution wiping out investors. https://twitter.com/i/web/status/2021908150169858232 https://twitter.com/i/web/status/2021908150169858232" [X Link](https://x.com/808_38hz/status/2021908150169858232) 2026-02-12T11:24Z [---] followers, [--] engagements "@nymbusjp @mikepat711 Then BYD Zeekr Xpeng are also not car companies. CmonAV tech is already widespread will be standard in all Chinese cars going all over the world in [--] years" [X Link](https://x.com/808_38hz/status/2021926737668632980) 2026-02-12T12:37Z [---] followers, [---] engagements "@DrSuneelDhand Hmmmm. Dropping a 10mg gummy at a concert is just sooooo much better than slamming beers. I agree that heavy THC is bad news. A bit of light dosages now and then no calories no stress on kidneys or blood pressure" [X Link](https://x.com/808_38hz/status/2021998396215804366) 2026-02-12T17:22Z [---] followers, [----] engagements "@andyantiles_ Time for the mute button here sorry" [X Link](https://x.com/808_38hz/status/2022069856951316834) 2026-02-12T22:06Z [---] followers, [--] engagements "@BTC_for_Freedom Exhaustion from the lies and gaslighting" [X Link](https://x.com/808_38hz/status/2022106594499342609) 2026-02-13T00:32Z [---] followers, [--] engagements "@DeeVee022020 @GoldenAgeUnfold DeSantis is done in Nov here" [X Link](https://x.com/808_38hz/status/2022132735331172487) 2026-02-13T02:16Z [---] followers, [--] engagements "@DrifterInverted @watilo I guess its utilisation they get me I run them hot on occasion for work" [X Link](https://x.com/808_38hz/status/2022276138366550036) 2026-02-13T11:46Z [---] followers, [--] engagements "@Raindropsmedia1 AI AF" [X Link](https://x.com/808_38hz/status/2022429329305776584) 2026-02-13T21:55Z [---] followers, [--] engagements "@JDunlap1974 I think DeSantis is an immediate front runner" [X Link](https://x.com/808_38hz/status/2022432505559945392) 2026-02-13T22:07Z [---] followers, [--] engagements "@Bitcoin_Teddy Only off by about 80% so far" [X Link](https://x.com/808_38hz/status/2022445437391667248) 2026-02-13T22:59Z [---] followers, [--] engagements "@Bizniz203 @MaMoMVPY Would be interesting if the government created a Bitcoin tax for mining much as it does for royalty rates" [X Link](https://x.com/808_38hz/status/2022544438208393500) 2026-02-14T05:32Z [---] followers, [--] engagements "@HashemMelech048 @SecRubio Looking Presidential to EU leaders. Meanwhile DeSantis is going anti Hyperscaler cost inflation and abolishing prop taxes at home. Guess which plays in Michigan North Carolina etc" [X Link](https://x.com/808_38hz/status/2022759311101808675) 2026-02-14T19:46Z [---] followers, [---] engagements "@JimChuong Man if that aint the truth. People severely underestimate the psychological power of having enough passive income to quite literally have no earthly requirement to work. Everything changes" [X Link](https://x.com/808_38hz/status/2022979405027615171) 2026-02-15T10:20Z [---] followers, [---] engagements "The price will never drop to zero tho. There will always be some price at which a marginal buyer will emerge believing the potential value of Bitcoin in the future is worth more than today. The cost to mine a marginal Bitcoin plus the hard limit on supply are more powerful forces than you may imagine collectively and psychologically. https://twitter.com/i/web/status/2022288219992203680 https://twitter.com/i/web/status/2022288219992203680" [X Link](https://x.com/808_38hz/status/2022288219992203680) 2026-02-13T12:34Z [---] followers, [----] engagements "He should issue $8-10B in equity right now. Drop it into escrow paying 3.5% and enjoy the spead on the CBs paying zero and hold to maturity ride out the storm. I actually think that can put a floor under Bitcoin tbh. Hes booby trapped it here. If Bitcoin falls to $40ka normal [--] year drawdownMSTR goes to $30 or less and a big discount the NAV. He could lose his stack then to an interloper or wipe out investors with dilution. https://twitter.com/i/web/status/2022293849729544393 https://twitter.com/i/web/status/2022293849729544393" [X Link](https://x.com/808_38hz/status/2022293849729544393) 2026-02-13T12:56Z [---] followers, [--] engagements "@Vivek4real_ They are going in for tokens and crypto plumbing. There is no way that involves ETH or XRP or other degen coin" [X Link](https://x.com/808_38hz/status/2020242471788376556) 2026-02-07T21:05Z [---] followers, [---] engagements "Not sure its unpopular but its not opinion its fact. This Presidency is barely cosplay its mostly just self enrichment and indulgences of power. We can agree with some of the intentions of his policies and some decisions but he is the most contemptible human being to hold the office" [X Link](https://x.com/808_38hz/status/2021403755577557084) 2026-02-11T01:59Z [---] followers, [----] engagements "@grok @IFNY2775 @TicTocTick @grok if total mining activity dropped 90% is it logical to say a) the same number of Bitcoins would be mined (per day per year etc) and b) thus the power intensity of Bitcoin could collapse" [X Link](https://x.com/808_38hz/status/2021684419858169868) 2026-02-11T20:35Z [---] followers, [----] engagements "@grok @IFNY2775 @TicTocTick Is it logical that when the reward values plummet below proof of work computations a lot of miners shut down Also does that mean Eric Trumps American Bitcoin is pretty much worthless equipment right now" [X Link](https://x.com/808_38hz/status/2021685334669406676) 2026-02-11T20:38Z [---] followers, [---] engagements "@farrmacro You must be very bearish $ABTC" [X Link](https://x.com/808_38hz/status/2021725550411198613) 2026-02-11T23:18Z [---] followers, [--] engagements "@RightScopee @ElephantSignal Best guy in this cabinet" [X Link](https://x.com/808_38hz/status/2021822019592212812) 2026-02-12T05:41Z [---] followers, [---] engagements "@ghostofmatias2 @TonySeverinoCMT Why did $GBTC go to a 45% discount to NAV in [----] with no leverage or CBs Also was $BTC fine after that" [X Link](https://x.com/808_38hz/status/2021906918844108866) 2026-02-12T11:19Z [---] followers, [--] engagements "@saylordocs $ABTC has a market cap of $1.06B and tangible book value of maybe $250M. He should probably dig in with management and craft a plan for survival" [X Link](https://x.com/808_38hz/status/2021910123032244309) 2026-02-12T11:31Z [---] followers, [--] engagements "@cwietz1 @saylordocs $ABTC is in trouble" [X Link](https://x.com/808_38hz/status/2021910465731846302) 2026-02-12T11:33Z [---] followers, [--] engagements "@AutismCapital Except its still required in many states and other countries. Also climate change isnt gone because these dipshits lack education on the subject (or worse)" [X Link](https://x.com/808_38hz/status/2022030910628171964) 2026-02-12T19:31Z [---] followers, [----] engagements "@watilo Ive never cracked [---]. I have no debts no leases all credit cards are paid off every month no student loans or business loans no late payments. What does one have to do to get to [---] 🤔🙏🏼" [X Link](https://x.com/808_38hz/status/2022106191061823989) 2026-02-13T00:30Z [---] followers, [----] engagements "Correction if you held $1M US dollars since March [----] at SOFR on a gross (pretax) basis you would have about $1.28M dollars. For the real purchasing power in March [----] chained dollars (i.e. adjusted for inflation using the CPI-U) the cumulative inflation from March [----] to the latest available data (December [----] as January [----] CPI is scheduled for release on February [--] 2026) is approximately 24% to 25%. The CPI-U increased from roughly [-----] in March [----] to approximately [-----] in December [----] yielding a cumulative inflation factor of about [-----] (or +26.4% total inflation). Gross" [X Link](https://x.com/808_38hz/status/2022107768191144260) 2026-02-13T00:37Z [---] followers, [---] engagements "@Cole_Walmsley Honestly nobody should be allowed to invest in Bitcoin until you develop some basic financial literacy" [X Link](https://x.com/808_38hz/status/2022108276343943644) 2026-02-13T00:39Z [---] followers, [--] engagements "@deejayakoni @AutismCapital Agreed. But when systems do it like the entire car inventory it can cut emissions 3-5%. Thats enough to start bending the curve. We either change systems on emissions and focus on preserving using energy liberally or we die collectively" [X Link](https://x.com/808_38hz/status/2022111248763232268) 2026-02-13T00:51Z [---] followers, [--] engagements "@chrismac0314 @watilo Can you explain that a bit more There is no difference in the cost of credit or total credit available" [X Link](https://x.com/808_38hz/status/2022122472372666446) 2026-02-13T01:35Z [---] followers, [--] engagements "@MDBitcoin That is nuts. Imagine if I said the same thing about McDonalds" [X Link](https://x.com/808_38hz/status/2022124479745601722) 2026-02-13T01:43Z [---] followers, [---] engagements "One has cash flows and intrinsic value and can do well amidst almost any economic condition. And I say that as a fan and owner of Bitcoins. Bitcoin has been around for about [--] seconds in human time you might want to dial down the overconfidence. Compartmentalising risk and returns have their merits in maintaining ones wealth. https://twitter.com/i/web/status/2022274862593515799 https://twitter.com/i/web/status/2022274862593515799" [X Link](https://x.com/808_38hz/status/2022274862593515799) 2026-02-13T11:41Z [---] followers, [--] engagements "@Unsinkable54 @watilo I have had multiple credit cards for 20+ years used every month. My Amex says member since [--]. 😅" [X Link](https://x.com/808_38hz/status/2022275942903640260) 2026-02-13T11:45Z [---] followers, [--] engagements "Every software company right now is lining up to spend $100-300m a year for one of the Big [--]. 1) keeps them from competing and disrupting (lets not kill customers) 2) they need big backlog and revenue growth. Win-win. Software-mageddon is a rich buying opportunity as was Cloud-mageddon. https://twitter.com/i/web/status/2022456944162750928 https://twitter.com/i/web/status/2022456944162750928" [X Link](https://x.com/808_38hz/status/2022456944162750928) 2026-02-13T23:44Z [---] followers, [---] engagements "@berard_xavier @KatieMiller Ever have a drink with ice in it Like that" [X Link](https://x.com/808_38hz/status/2022506791460815220) 2026-02-14T03:02Z [---] followers, [--] engagements "@MaMoMVPY I dont think Bitcoin is a scam any more than a Warhol print is a scam" [X Link](https://x.com/808_38hz/status/2022544056488989014) 2026-02-14T05:30Z [---] followers, [--] engagements "The AI companies are spending quite literally hundreds of billions. They have to have 10s of billions of new revenue. They will not receive that blowing up Salesforce and SAP and Zillow and the 2500+ major software companies. They will sign $100-300m annual service contracts with all of them to insure AI keeps them at the top. Cloud didnt kill software either. https://twitter.com/i/web/status/2022607251563745781 https://twitter.com/i/web/status/2022607251563745781" [X Link](https://x.com/808_38hz/status/2022607251563745781) 2026-02-14T09:42Z [---] followers, [---] engagements "@dougboneparth That generation needs to be blown into space. We should be taking the keys collectively as a society at this stage" [X Link](https://x.com/808_38hz/status/2022609854313947338) 2026-02-14T09:52Z [---] followers, [--] engagements "Idiosyncratic returns are generally prized. Bitcoins recent dump vs precious and decorrelation to tech a bit more broadly has been noteworthy and potentially quite valuable depending on its path in the next [--] years. Silver underperformed other asset classes for like [--] years left for dead. Holy hand grenades if you can find a precious skeptic these days. So too it shall be for Bitcoin. https://twitter.com/i/web/status/2022611085648380314 https://twitter.com/i/web/status/2022611085648380314" [X Link](https://x.com/808_38hz/status/2022611085648380314) 2026-02-14T09:57Z [---] followers, [---] engagements "Republicans said the same about Nixon until well into the second term when a few members of his own party had had enough. DeSantis is already contradicting him. Several Republicans like Tillis are becoming more brazen. Hes losing juice; when with enough candidates that his threat of primarying against them becomes an endorsement (as w Massie) hes toast. https://twitter.com/i/web/status/2022617878474666377 https://twitter.com/i/web/status/2022617878474666377" [X Link](https://x.com/808_38hz/status/2022617878474666377) 2026-02-14T10:24Z [---] followers, [--] engagements "I suspect Saylors arrogance here has booby trapped Bitcoin this cycle. Imagine a scenario here where Bitcoin is pushed to $40k MSTR sells off to $30 a 25% discount to its NAV and Saylor cant issue prefs or equityan interloper grabs it and he loses his (and all MSTR shareholders) stack. That would be a very Bitcoin bottom https://twitter.com/i/web/status/2022618820691521706 https://twitter.com/i/web/status/2022618820691521706" [X Link](https://x.com/808_38hz/status/2022618820691521706) 2026-02-14T10:27Z [---] followers, [--] engagements "@goldbugger @SlopeOfHope They wanted validity; they got a virus" [X Link](https://x.com/808_38hz/status/2022872951893221739) 2026-02-15T03:17Z [---] followers, [--] engagements "@JoeHenry520960 @AlexEpstein As an investor in that industry I can tell you: nobody but government really wants that. Government may have to be the ones building it out" [X Link](https://x.com/808_38hz/status/2022968665214456197) 2026-02-15T09:38Z [---] followers, [--] engagements "@dioncho @RealJimChanos So you assume a sudden huge increase in people using ridehailing This seems less likely to me and the entire ridehailing industry" [X Link](https://x.com/808_38hz/status/2022973668175798600) 2026-02-15T09:58Z [---] followers, [--] engagements "@ZynxBTC Whatever you do to Bitcoin you have to do to gold" [X Link](https://x.com/808_38hz/status/2022980759716573311) 2026-02-15T10:26Z [---] followers, [--] engagements "@Freenmoderate @JimChuong Paid off 😂 Property taxes Insurance Maintenance Landscaping and yard upkeep Periodic upgrades If condo HOA fees" [X Link](https://x.com/808_38hz/status/2022980501380927489) 2026-02-15T10:25Z [---] followers, [--] engagements "@HuzzahHonzi @wordsinusername @MadelaineLucyH @grok for a bit of AI fun do ex hookers make good girlfriends or wives" [X Link](https://x.com/808_38hz/status/2023038495061917945) 2026-02-15T14:15Z [---] followers, [--] engagements "@danheld @PotatoMcWhiskey But you are going to have to admit removing red tape and abandoning key regulations brought us the GFC very clearly. Finding a happy medium seems to be the harder part" [X Link](https://x.com/808_38hz/status/2023071051115057194) 2026-02-15T16:25Z [---] followers, [---] engagements "The first graph is me enjoying European skiing. The second is you enjoying American skiing. The first graph is a company on 6x EBITDA and which charges about $80 for world class slopes at the highest mountain ranges in France/Switerland. The second graph is on 12x EBITDA and charges $300 a ticket for stressed out Americans they have profit harvested. Enjoy" [X Link](https://x.com/808_38hz/status/2020185595226554432) 2026-02-07T17:19Z [---] followers, [---] engagements "RT @aakashgupta: Ring paid somewhere between $8 and $10 million for a 30-second Super Bowl spot to tell [---] million viewers that their came" [X Link](https://x.com/808_38hz/status/2021446400350081121) 2026-02-11T04:49Z [---] followers, 17.2K engagements "$Z reported results today. They reported a $14M legal bill for ongoing cases involving antitrust competitor claims and various other strategic issues. They guided to about $30M of total expenses for the year that would end by year end. The market capitalised these expenses at 50x scalping $1.5B of value from the company. It beat most fundamental metrics despite real estate bottoming in activity levels. I have not seen panic and terror in the markets like this since COVID or maybe the GFC. I am becoming more bullish. https://twitter.com/i/web/status/2021800912520466617" [X Link](https://x.com/808_38hz/status/2021800912520466617) 2026-02-12T04:17Z [---] followers, [---] engagements "@GoldenAgeUnfold D. No Trump bootlicking. DeSantis is interesting Rubio maybe" [X Link](https://x.com/808_38hz/status/2022069522656858147) 2026-02-12T22:05Z [---] followers, 11K engagements "@SilverApeKing @genzmoney97 Their industrial utility has zero relationship to their current price. Its 100% a store of wealth/value. The same network effect that values gold also values Bitcoin" [X Link](https://x.com/808_38hz/status/2022467667001565405) 2026-02-14T00:27Z [---] followers, [---] engagements "Gold has value due to historical precedence geologic constants and scarcity. Bitcoin has value due to a technology innovation source code that binds decentralisation transparency and bullet proof security/redundancy and scarcity. Some people value gold very little or not at all. Some people value Bitcoin very little if not at all. Many many many more people own gold than Bitcoin today" [X Link](https://x.com/808_38hz/status/2022468832082772065) 2026-02-14T00:31Z [---] followers, [--] engagements "It is unconscionable to see Marco Rubio lecture Europe about their leadership in recognising climate change as the risk that it isnt. The mistake Europe could make is trusting and buying fossil fuels from the US which he is obviously flogging" [X Link](https://x.com/808_38hz/status/2022606112667631717) 2026-02-14T09:37Z [---] followers, [--] engagements "@GrindeOptions Depends where you live. Portugal youd live like a king" [X Link](https://x.com/808_38hz/status/2022975834374459664) 2026-02-15T10:06Z [---] followers, [--] engagements "@creation247 @TheRobertBshow Homeschooling costs $1000 per year I presume you did not learn math after being homeschooled" [X Link](https://x.com/808_38hz/status/2022977608867057966) 2026-02-15T10:13Z [---] followers, [--] engagements "@wordsinusername @MadelaineLucyH Not really. The more promiscuous (partners) one might be able to figure out more quickly if you are sexually compatible" [X Link](https://x.com/808_38hz/status/2022984271066206223) 2026-02-15T10:40Z [---] followers, [--] engagements "@CBI_8400 @TheModerateCase Check out Kalshi on NYC mayor race in March 2025" [X Link](https://x.com/808_38hz/status/2023036888903487729) 2026-02-15T14:09Z [---] followers, [--] engagements "RT @travisakers: A list of countries that currently have mail-in voting: Argentina Australia Austria Belgium Brazil Canada Chile Czech Rep" [X Link](https://x.com/808_38hz/status/2022077823385772404) 2026-02-12T22:38Z [---] followers, 19.6K engagements "Hes just become a non credible proponent of Bitcoin its unfortunate to see this. The correct answer to these questions: - Bitcoin is volatile and will remain volatile for the foreseeable future - Bitcoin is a unique digital asset with extraordinary properties of security integrity and decentralisation - Bitcoin can be very useful in a diversified portfolio in terms of decorrelation properties as an alternative (or addition) to traditional stores of wealth and an upside vol additionality. All this gibberish about Billionaires panic buying sounds completely nuts." [X Link](https://x.com/808_38hz/status/2022431187533209614) 2026-02-13T22:02Z [---] followers, [----] engagements "@walther_jeff @stevenzcht @AlexEpstein This is patently not true. Poor regulations and incentives (especially subsidies) are what drives costs of solar power to burden a grid or utility system. Where solar now is no longer subsidised power costs are falling (look at Spain)" [X Link](https://x.com/808_38hz/status/2022969888491389340) 2026-02-15T09:43Z [---] followers, [--] engagements "@ThomasSowell Wow Bill doesnt get it either. Trump supporters in [--] elected Mamdani" [X Link](https://x.com/808_38hz/status/2023070498058293539) 2026-02-15T16:22Z [---] followers, [---] engagements "@BillAckman Oh I had to scroll I thought you were referring to our current regime at home" [X Link](https://x.com/808_38hz/status/2023071720307884191) 2026-02-15T16:27Z [---] followers, [---] engagements "Again just not true. Ill give you an experiment: Buy a house anywhere sunny outside the solar tariff cesspool of America. Lets just say you are an average person with a small home in Valencia Spain. Buy and install solar panels on your roof. A 6kw system with inverter is about 8k total. It will last for 15-20 years. You may have to replace the inverter once for 1K. At a 20% utilisation thats 10k kwh/year. Over [--] years thats 157000kwh. 8000/157000 =0.05/kwh. Go check your bill and look at the wholesale power part (not T&D). Oh wow look at that its at or lower that utility centralised costs." [X Link](https://x.com/808_38hz/status/2023078476966736215) 2026-02-15T16:54Z [---] followers, [--] engagements "@SaltySeaFl @jamiersob56 @NewReaganCaucus @RepThomasMassie holy crap an actual human with real world experience just weighed in. 👊🏽 to see you" [X Link](https://x.com/808_38hz/status/2023081811484508183) 2026-02-15T17:07Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@808_38hz MattMatt posts on X about bitcoin, $mstr, maga, if you the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence cryptocurrencies 26.55% finance 24.29% stocks 9.04% countries 8.47% technology brands 2.26% travel destinations 1.69% automotive brands 1.69% financial services 1.13% celebrities 0.56%
Social topic influence bitcoin 19.77%, $mstr 3.95%, maga 3.39%, if you 3.39%, $btc 3.39%, in the 2.82%, we are 2.26%, future 2.26%, debt 2.26%, guess 2.26%
Top accounts mentioned or mentioned by @grok @dangerspeaker @postfromprotest @anthony_lucania @chcbearsfan @justjoe1955 @watilo @michaelaarouet @dotkrueger @billackman @rshereme @zynxbtc @jaggedah @bitcointeddy @byrondonalds @olympics @stevedu56581507 @tpusa @mamomvpy @neoksooner
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) XLink Bridged BTC (ABTC) Grayscale BTC ETF (GBTC) Solana (SOL)
Top posts by engagements in the last [--] hours
"Not because of but Europe is surely additive and if they now go to a non-US stack and promote domestically you get new competitorsfirms China may politically prefer for example. Go read up on Tencent and Alibaba and have a look what self-grown tech platform alternatives in big markets can look like. https://twitter.com/i/web/status/2016838900195434610 https://twitter.com/i/web/status/2016838900195434610"
X Link 2026-01-29T11:40Z [---] followers, [---] engagements
"Fed B/S contraction has already been happening for a while under Powell. Warsh will surely continue that while voting for cutting the front end a bit faster as real rates remain high. There is some chance we get disruptive productivity high unemployment and a major consumer contraction next few years Warshs ability to respond will be key. https://twitter.com/i/web/status/2017911171676779004 https://twitter.com/i/web/status/2017911171676779004"
X Link 2026-02-01T10:41Z [---] followers, [---] engagements
"@LizzieLizbc Thanks for your table. Can you also outline the preference claim of each instrument in terms of seniority waterfall in the event of a bankruptcy"
X Link 2026-02-02T10:08Z [---] followers, [--] engagements
"@ArmandDoma @grok compare the growth rate and absolute level of Federal deficits between the US and EU since [----] (leaving out UK) until today"
X Link 2026-02-03T11:09Z [---] followers, [----] engagements
"Or. People are stuffed so full of cash a sudden realisation of a bit of hedging/diversification is in order. Larry Page just paid $170 million for two houses that cost about $10 million to build. We have runaway inflation in the 1% due to tax policies and absent government against monopolistic advantage in consumer enterprises. https://twitter.com/i/web/status/2018704893251326275 https://twitter.com/i/web/status/2018704893251326275"
X Link 2026-02-03T15:15Z [---] followers, [---] engagements
"@MichaelAArouet As someone who travels it regularly silly. Trinidad and Johannesburg need travel advisories"
X Link 2026-02-04T13:03Z [---] followers, [----] engagements
"@Gamal01011960 @Bitcoin_Teddy The chances of our deaths is 100%. The chances of Bitcoin going to zero is 0.00000000000000000000000000000000000001% Enron stock certificates still trade today for a decent price"
X Link 2026-02-05T18:10Z [---] followers, [--] engagements
"Psssst I can fix it in an afternoon. A bit of tax reform to get budget deficit back to 2-3% (easy work) mutualising health care service into cooperatives (like Vanguard) to drop costs tort reform capping awards insurance premium regulation reform. On trade blowing out all the bespoke tariffs and moving to a simple trade code measuring net surplus or deficit. We agree to a dead band of 3% of notional trade with any country we like with zero tariffs; after 3% we flip to 25% tariff 5% 50% tariff 7% 100% tariff etc. we accept same imposition on our surpluses. Exclude a few sensitive areas like"
X Link 2026-02-06T10:56Z [---] followers, [---] engagements
"@ericjackson Disagree entirely. They should build a giant wall and tell Trump to go fuck himself and join the EU or other trade agreements. Canada has a lot to offer the world. In fact the whole world should turn its back on Trump the way he has behaved and spoken about them"
X Link 2026-02-06T14:51Z [---] followers, [---] engagements
"@dotkrueger It may as we go into a deflation super cycle before the inevitable. The levels of panic this country is going to see from 8% and rising unemployment in [--] months will be hair raising"
X Link 2026-02-07T03:32Z [---] followers, [---] engagements
"@philoctete37083 @Tazerface16 To be accurate Bitcoin sucks a lot of energy but it also can shoot power resources to the grid when needed and increasingly uses renewable energy due to cost which sort of helps the grid and overall emissions"
X Link 2026-02-07T11:05Z [---] followers, [--] engagements
"@StephenMoore Gee instead of leftist policies could it be something else Something like incredible income and wealth creation potential in liberal hellholes like New York City and SF Bay Area Your argument isnt worth the gum on your shoe"
X Link 2026-02-07T11:18Z [---] followers, [--] engagements
"I have yes. Brussels has been a shithole for my entire life. Stockholm and Sweden have had an awful time with poor immigration policies even if they were well intended. Barcelona is a victim of its own success in tourism and being so damn beautiful. Europe remains amazing and wonderful your focus on darkness is so overstated and ill spirited. https://twitter.com/i/web/status/2020112137545285690 https://twitter.com/i/web/status/2020112137545285690"
X Link 2026-02-07T12:27Z [---] followers, [--] engagements
"@MichaelAArouet Now do Houston St Louis and Detroit"
X Link 2026-02-07T12:28Z [---] followers, [--] engagements
"Because so much of it (the people involved the real purpose of the products) is a bunch of scam artists trying to foist some idea on people and seduce them to give up their dollar savings. A lot of it is actually anti-American. I think Bitcoin is truly innovative and came from a place of incredible stress and disappointment with how the financial system went nuts with deregulation and sub-prime mortgage products and then didnt hold the conspirators in that disaster accountable. But sadly thats about the only noble experiment going on in crypto. The whole move on Ether and Tether on"
X Link 2026-02-07T13:08Z [---] followers, [--] engagements
"@Noahpinion Now imagine those drones all attack this thing at once with decent explosive devices. These are the battleships of [----] now. We need to discontinue further spending on these immediately"
X Link 2026-02-07T13:20Z [---] followers, [----] engagements
"@EASTWOODX @MAGAVoice I dont see anything suggesting fear or disassociation by MAGA. They continue to totally love him"
X Link 2026-02-07T13:21Z [---] followers, [---] engagements
"@IAPolls2022 Im betting on Kalshi Talarico takes Texas. You have no idea how the Latinos are feeling right now. They fucking done with MAGA"
X Link 2026-02-07T13:51Z [---] followers, [--] engagements
"@willssddd @rasmr_eth Equities Bitcoin"
X Link 2026-02-07T15:15Z [---] followers, [--] engagements
"Egregious error or maybe just an error You have to admit we have a lot of two-way action in data atm. The price of computer memory has risen so far so fast that Qualcomm is cutting guidance on its chipsets for phones (cant get memory for any reasonable price) and NVIDIA is bypassing nextgen GPUs for games (no memory). Consumer in the US are going to be in complete shock whats coming at BestBuy etc. https://twitter.com/i/web/status/2020178997540192739 https://twitter.com/i/web/status/2020178997540192739"
X Link 2026-02-07T16:53Z [---] followers, [---] engagements
"@mark_slapinski I am noticing DeSantis is coming out now against the tech bro cabal and by extension Vance and maybe Trump. Quarterflanking"
X Link 2026-02-07T17:12Z [---] followers, [--] engagements
"@PawlowskiMario I think the books may have banned him"
X Link 2026-02-07T17:25Z [---] followers, [----] engagements
"@grok @dotkrueger @MarkYusko Trump has destroyed crypto for most Americans now it is (probably rightly) just a part of degen culture. Bitcoin will survive after the tourists get flushed out (they arent yet). ETH Solana all finished"
X Link 2026-02-07T18:35Z [---] followers, [--] engagements
"@ByronDonalds @Olympics Says an authoritarian whos hierarchical structure is psychically invaded by public dissent"
X Link 2026-02-07T19:21Z [---] followers, [----] engagements
"@CraigBrien1 @EventMatrixNow @ByronDonalds @Olympics @grok what was the cost of the Melania documentary to its producers; and how much was spent on promotion and distribution How does this compare to box office receipts"
X Link 2026-02-08T00:37Z [---] followers, [--] engagements
"@BillAckman You should probably just get back to shorting consumer stocks"
X Link 2026-02-08T00:43Z [---] followers, [--] engagements
"@nypost Americans You mean boot licking authoritarian mongrels who cant handle moral dissent against a corrupt leadership Please boycott. Go wrap yourself in crude oil and turn on Lee Greenwood to [--]. We are sweeping you all out of office"
X Link 2026-02-08T00:55Z [---] followers, [----] engagements
"@CraigBrien1 @EventMatrixNow @ByronDonalds @Olympics @grok @grok are you sleeping bro"
X Link 2026-02-08T02:00Z [---] followers, [--] engagements
"@BillAckman"
X Link 2026-02-08T02:01Z [---] followers, [--] engagements
"@StephenPWebb72 @TrumpDailyPosts It was unfortunately a terrible race. I think a better outcome would have been Trump with a Dem Senate and/House. This current Republican Congress is like an inert gas save for Massie and Paul. Weirdly Kentucky still awake"
X Link 2026-02-08T02:07Z [---] followers, [--] engagements
"The documentary film titled Melania focusing on Melania Trump had a reported production budget of $40 million for its producers which included Melania Trump herself as an executive producer along with director Brett Ratner and others. This figure positions it as one of the most expensive documentaries ever made though some sources note that typical budgets for similar limited-scope documentaries are under $5 million. Amazon MGM Studios acquired the rights for an additional $40 million with Melania Trump reportedly receiving approximately $28 million from this deal. Regarding promotion and"
X Link 2026-02-08T03:05Z [---] followers, [--] engagements
"@Mature_Fox @WallStreetMav Thats a you thing. You are more than welcome to cheer another team or tryout and see if you can beat our kids"
X Link 2026-02-08T03:11Z [---] followers, [---] engagements
"@RichardHanania Dems dont have shit. All you have is Talarico/Mamdani youthful idealism and now horrific execution and strategy by sitting Republicans"
X Link 2026-02-08T03:21Z [---] followers, [--] engagements
"@matthewrcohn @DerrickEvans4WV These folks do not like dissent. Unless it relates to illegally blocking the Constitution"
X Link 2026-02-08T12:57Z [---] followers, [---] engagements
"Well when people vote in a lunatic who calls women piggy sends border agents into cities who proceed to murder and antagonise American citizens extra-legally sues colleges for free speech trashes allies and the environment its understandable citizens especially young people are conflicted about America. https://twitter.com/i/web/status/2020483839185895555 https://twitter.com/i/web/status/2020483839185895555"
X Link 2026-02-08T13:04Z [---] followers, [--] engagements
"Social Security has a segregated funding mechanism but is not pre-funded. It is rather a defined liability program which requires constant funding integration with general budgets. A sovereign wealth fund is a segregated free-standing asset with no liabilities other than its management costs. https://twitter.com/i/web/status/2020484767439802778 https://twitter.com/i/web/status/2020484767439802778"
X Link 2026-02-08T13:08Z [---] followers, [--] engagements
"@MichaelAArouet @FlackJimmmy Discuss Vanguard for us"
X Link 2026-02-08T13:21Z [---] followers, [--] engagements
"@larry_buckeye @nypost @grok If you win 5/435 seats you get to call your own bills. Ones nobody can vote against and survive re-election. Any American regardless of current party has to admit the current system is dysfunctional. Principled third parties could offer some relief to a broken status quo"
X Link 2026-02-08T13:24Z [---] followers, [--] engagements
"@SteveDu56581507 @Bitcoin_Teddy Also we need a Constitutional amendment on budgets as well. Today we have dont tax and spend"
X Link 2026-02-08T13:38Z [---] followers, [--] engagements
"@mermaidmamamags Have fun yall in this white thrash dumpster fire"
X Link 2026-02-08T16:36Z [---] followers, [---] engagements
"I dont think waiving student tuition and cutting interest rates were designed to benefit the Top 10% immigrants or politicians. They were designed to reduce economic hardship in the worst economic contraction (affecting disproportionately wage earning workers) in US history. Mistakes were made but lets not rewrite history. https://twitter.com/i/web/status/2020563225574506783 https://twitter.com/i/web/status/2020563225574506783"
X Link 2026-02-08T18:19Z [---] followers, [--] engagements
"@dhaaruni @Noahpinion Oops didnt last long"
X Link 2026-02-08T18:22Z [---] followers, [---] engagements
"@BraveIndy60 @glenn_tunes @emeriticus They havent. They are disappointed in current leadership in America. If they said that about Biden youd be ecstatic and wed be like ok cool Go Team USA"
X Link 2026-02-08T20:40Z [---] followers, [--] engagements
"@BillAckman @realDonaldTrump Please stick to stock analysis"
X Link 2026-02-09T00:11Z [---] followers, [--] engagements
"@CrispyGin_CGE13 @matthewrcohn @DerrickEvans4WV Doubtful but well see who is running. I doubt Vance can win a primary over DeSantis or Rubio. DeSantis is moving quickly to an anti-Trump position on key issues"
X Link 2026-02-09T03:11Z [---] followers, [--] engagements
"My view is one more of disappointment. I think he carries a powerful message about Bitcoin but then just comes off as Gollum. Hes also intellectually dishonest for example showing graphs of US $ depreciation without showing the interest rate on a $ of saving received over time. Since [----] a dollar has returned something like 14-16x with interest far exceeding its purchasing power depreciation. An inconvenient truth. https://twitter.com/i/web/status/2020698956183855340 https://twitter.com/i/web/status/2020698956183855340"
X Link 2026-02-09T03:19Z [---] followers, [--] engagements
"@megynkelly Not bashing US bashing Trump policies Trump US Just like Biden US for you. In fact we agreed with your criticisms. You should be like Elsa and just let it go"
X Link 2026-02-09T03:28Z [---] followers, [---] engagements
"Ok Boomer. Nothing to with the left everything to do with young people and the future which is multi-cultural and global. And this old gasbag is trying to wreck and impose Leave it to Beaver on America while being Bob Guccione in his own private life. You missed what was being presented. https://twitter.com/i/web/status/2020786992783532394 https://twitter.com/i/web/status/2020786992783532394"
X Link 2026-02-09T09:08Z [---] followers, [----] engagements
"And what you said was on display last night at the Super Bowl. BB is Puerto Rican a PART OF AMERICA. The irony is the fucking tantrum that was that shambolic white music thing halftime party did more damage to MAGA electorally than anything thus far. The Latinos who got you all elected now know what you really think of them and their culture. Best of luck winning that trust back. https://twitter.com/i/web/status/2020903373260624187 https://twitter.com/i/web/status/2020903373260624187"
X Link 2026-02-09T16:51Z [---] followers, [--] engagements
"@RohanLawPC These MAGA do not include Latinos or Spanish speaking culture or brown people in general in their narrative. The ones in there supporting MAGA are sellouts. Get it yet"
X Link 2026-02-09T19:35Z [---] followers, [--] engagements
"@JustJoe1955 @CGasparino @TPUSA @nflcommish Tell the 50m voting Latinos those comments preferably as they are in the line to vote next November"
X Link 2026-02-09T20:50Z [---] followers, [--] engagements
"@JustJoe1955 @CGasparino @TPUSA @nflcommish Well you should see how those numbers tracked in just [--] months"
X Link 2026-02-09T21:04Z [---] followers, [--] engagements
"Watching Kid Rock screeching away off sync with dubbed music is not the domain of educated its one of the worst cringe collective tantrums America has witnessed. Heres an idea: turn the volume off like most households get some chili and restock the fridge. Youve literally all become this. https://twitter.com/i/web/status/2021178589295616275 https://twitter.com/i/web/status/2021178589295616275"
X Link 2026-02-10T11:05Z [---] followers, [--] engagements
"No conflict of interest in those comments 🫡😓 This is why crypto in general has such little credibility with the general population you have these deeply entrenched participants trying to move heaven and earth to get their bag lifted. He should probably just issue stock immunise his debt maturities and ride out the cycle appropriately. https://twitter.com/i/web/status/2021180023240048875 https://twitter.com/i/web/status/2021180023240048875"
X Link 2026-02-10T11:10Z [---] followers, [----] engagements
"@Conservative1AZ MAGA has become this:"
X Link 2026-02-10T11:22Z [---] followers, [----] engagements
"@DavidAFrench MAGA at halftime"
X Link 2026-02-10T11:33Z [---] followers, [---] engagements
"@dotkrueger Bullish until Saylor sobers up and immunises the CBs. U til then I fear Bitcoin in a doom loop as $MSTR has booby trapped it and hes being stubborn"
X Link 2026-02-10T14:46Z [---] followers, [--] engagements
"@dotkrueger Sorry I meant bullish long term bearish near term"
X Link 2026-02-10T14:46Z [---] followers, [--] engagements
"@mitchellvii Correction: in which Harris LOST. You are gravely misreading her unpopularity for his popularity. You have enormous wood to chop now in the general and if he fills the ballots with Trump zombie simps youre dead"
X Link 2026-02-10T17:40Z [---] followers, [--] engagements
"1. Both feed into Treasury general account and comprise the biggest part of Federal Revenues. [--]. An ENORMOUS amount of dividends are not taxed. Offshore accounts pension funds 401ks no current tax. [--]. 21% Corp tax rate is wildly generous. Private equity firms use huge amounts of debt to avoid paying taxes (and the new interest bearers on that debt are largely non-taxable endowments foundations etc) they pay little tax. Meanwhile big spenders like on data centres get 100% tax depreciation shelters. Then we have revenue offsets on investment tax credits like renewable energy. Lets get real"
X Link 2026-02-10T18:18Z [---] followers, [--] engagements
"I think I understand what you mean and for sure holders of corporate debt and equity are not equivalents to how corporations are taxed. I guess what I mean is that the total tax pie of corporates (funders and receivers) results in fairly low effective rates; and in wage/earned income frameworks the tax rates are high. If AI results in a shift of total taxation receipts to corporates away from wage/earned writ large the total pool of tax revenues to the US government will go down. A bit like having a gasoline tax as people are switching to EVs. The siren call for subsidisation of displaced"
X Link 2026-02-10T18:40Z [---] followers, [--] engagements
"@Bizniz203 @MaMoMVPY Con artist a bit. Rampant speculator a lot. The fraud part would have to be misstatement of Bitcoin holdings I dont think any of us knows. But uff if there were a Wirecard type fraud here"
X Link 2026-02-10T19:18Z [---] followers, [--] engagements
"@rshereme Hes a bucket of grievances and they are insatiable. Europe needs to unplug from US tech to reach in and reset"
X Link 2026-02-10T19:25Z [---] followers, [----] engagements
"Interesting point. When I lived in London the cabs all went EV so the drivers had to adopt different daily patterns to incorporate some charging time. One cabbie told me he tossed some trainers and shorts in his trunk and started doing [--] minutes of jogging while he charged after lunchtime. Said he lost 25lbs in the first year and it changed his life completely I thought that was a cool story. Its profoundly sad (to me) to see Americans so anti-EV. And strange. https://twitter.com/i/web/status/2021309457188171785 https://twitter.com/i/web/status/2021309457188171785"
X Link 2026-02-10T19:45Z [---] followers, [--] engagements
"@EVCurveFuturist Cool lets also remove tariffs too"
X Link 2026-02-10T20:35Z [---] followers, [--] engagements
"@NEOKSooner @rshereme We cannot pay off $39T without complete obliteration. We might be able to get in a situation where deficit accumulation stops and economic growth continues and that would still be sustainable but there is no earthly hope of that with all the tax cuts we have done"
X Link 2026-02-10T22:14Z [---] followers, [--] engagements
"@saylordocs Retardation and shit like this is why Bitcoin getting run out"
X Link 2026-02-11T00:27Z [---] followers, [----] engagements
"@BitcoinSapiens One thing is for sure: nobody has a clue where Bitcoin is going. This is a big experiment its running live and we are all in it"
X Link 2026-02-11T00:56Z [---] followers, [--] engagements
"Yeah they build the fucking things. Everybody agreed that was a mess Dems tried to pass a bill to even stop Biden and Republicans blocked it rubbing their hands in political exploitation. It was probably smart but Ill-spirited. Its great border crossing have collapsed. Its not great to deport [--] year old Pete the taco guy with [--] American kids in school who has no record a lapsed green card and now leaves a family with no income. It is retarded to not put guys like that on a path to legal residency. https://twitter.com/i/web/status/2021405062229086424"
X Link 2026-02-11T02:04Z [---] followers, [--] engagements
"@ACTBrigitte *with President Trump the party has no future"
X Link 2026-02-11T02:10Z [---] followers, [--] engagements
"@brockpierson"
X Link 2026-02-11T05:18Z [---] followers, [----] engagements
"@Thomas_richard2 @brockpierson If you found an email from your son or daughter asking someone if they had cocaine available what would be your assumption"
X Link 2026-02-11T17:23Z [---] followers, [--] engagements
"@DavidWh13316399 @rshereme Parroting back incorrect information. Please go do some actual research"
X Link 2026-02-11T19:17Z [---] followers, [--] engagements
"@SilverSCat02 @rshereme Well a good start would be to cut the cord with Meta and X and open the field to EU domiciled alternatives. No other way to get there on learning and ad-based share"
X Link 2026-02-11T19:20Z [---] followers, [--] engagements
"@grok @IFNY2775 @TicTocTick What do you think. $393M of Bitcoin - $180M of debt is about $210M. $3M of net PP&E and total assets of $7M lets be generous and call that $250 million of net solvent assets. Market cap is currently $1062000000 or $800 million too high"
X Link 2026-02-11T20:45Z [---] followers, [---] engagements
"@TheGeorgePu I love Bitcoin the ongoing experiment. Saylor is part of the experiment. He may not have a positive outcome Bitcoin is like that"
X Link 2026-02-11T21:49Z [---] followers, [---] engagements
"@Darklight_NFT @Thomas_richard2 @brockpierson Another Musk simp its a plague"
X Link 2026-02-11T22:51Z [---] followers, [--] engagements
"This is a very bad interview. His body language says extreme stress denial posturing. In fact it doesnt add up to the balance sheet position of the company which is not horrible. He does need to immunise these CBs but given they have no coupon just issue $10B of stock right now drop the cash in escrow earning 3.5% that ends it. I think Bitcoin is MSTR-booby trapped right now"
X Link 2026-02-11T22:55Z [---] followers, [----] engagements
"Pretty much Bitcoin is being run down to puke these stacks. I believe him when he says he wont sell his Bitcoin. wtf does he do with MSTR down at a 30-40% discount to NAV if BTC is at $40k and some interloper who bought decent stakes in the converts and 5% MSTR stake pushes for new board He really could be up shits creek. https://twitter.com/i/web/status/2021720793336447110 https://twitter.com/i/web/status/2021720793336447110"
X Link 2026-02-11T22:59Z [---] followers, [--] engagements
"@commonsenseplay @saylor He should swallow and issue $10B right now and escrow proceeds at 3.5% until maturity dates. My guess is Bitcoin would rip"
X Link 2026-02-11T23:06Z [---] followers, [---] engagements
"Its called LTV Joe. Banks dont give AF about his track record raising debts just what the collateral cover is on the maturing (and rolling) loans. He should issue $8B in equity RIGHT NOW toss it in escrow and put this issue to bed. Can even buy a few Bitcoin on the 3.5% cash vs 0% CB spread. https://twitter.com/i/web/status/2021723304697245733 https://twitter.com/i/web/status/2021723304697245733"
X Link 2026-02-11T23:09Z [---] followers, [--] engagements
"Im a Bitcoin adherent and on balance I like Saylor even if his enthusiasm spills into some intellectual bullying and selective omissions. I have [--] years investing experience and have had calls with [----] CEOs including Jeff Skilling @ Enron. This is a bad interview and series of replies. https://twitter.com/i/web/status/2021724914584305779 https://twitter.com/i/web/status/2021724914584305779"
X Link 2026-02-11T23:15Z [---] followers, [---] engagements
"@AdamBLiv Interesting take. What about ultra luxury market unique waterfront etc"
X Link 2026-02-11T23:17Z [---] followers, [---] engagements
"@grok @joeokeefejr @commonsenseplay @saylor Amazon was a business. This is basically just NAV"
X Link 2026-02-11T23:25Z [---] followers, [--] engagements
"@603jeepgirl @nicksortor @Bear96Momma @grok how many years has America been a functional independent country prior to the election of Donald Trump Please express also as total % of time with and without Donald Trump as President"
X Link 2026-02-12T00:57Z [---] followers, [---] engagements
"@wholemars Tesla will have fully autonomous AVs. In every city and state in the US So will most other OEMs before the end of this decade. Particularly in China"
X Link 2026-02-12T01:13Z [---] followers, [--] engagements
"@SandraJayne12 @travisakers Ill never become a Democrat but no fucking way will I vote for any Republican that supports this guy like this. DeSantis is wisely picking spots now against Trump such as data centres and tech bros"
X Link 2026-02-12T01:27Z [---] followers, [--] engagements
"BYD has introduced its "God's Eye" (DiPilot) advanced intelligent driving system as a transformative "intelligence strategy" to equip its entire vehicle lineupranging from affordable hatchbacks to luxury modelswith sophisticated autonomous driving capabilities. Announced in early [----] this initiative aims to democratize advanced driver-assistance systems (ADAS) making features like highway navigation on autopilot (NOA) and advanced parking standard often at no extra cost to consumers. Key Advances in BYD's "God's Eye" (DiPilot) System: Mass-Market Rollout: The system including the advanced"
X Link 2026-02-12T01:29Z [---] followers, [--] engagements
"@ZynxBTC There is a scenario here where Bitcoin succeeds and $MSTR doesnt"
X Link 2026-02-12T02:31Z [---] followers, [---] engagements
"There is absolutely a path for $MSTR to fail and $BTC to be fine longer term. If we have a really tough drawdown and $MSTR moves to a big discount due to solvency issues and lack of options because he failed to issue equity for the CBs earlier someone can try and take that stack and investors get hosed. https://twitter.com/i/web/status/2021774568067625157 https://twitter.com/i/web/status/2021774568067625157"
X Link 2026-02-12T02:33Z [---] followers, [--] engagements
"Ill pass on on clicking on random links. Its quite easy $BTC falls to $35k $MSTR falls to $25-30/sh a massive discount to NAV as shareholders dont want to be diluted somebody comes along and tenders for all the shares at $40-45/sh he goes apeshit realising he might lose the company and floods the market with stock in defence of losing control. Or he blinks on his own and issues a mountain of stock in the paint to prefund the CBs and its dilution city for shareholders. Or we find out later he margined the hell out of his own stack and disappears. There are many things that can happen here when"
X Link 2026-02-12T02:44Z [---] followers, [--] engagements
"If the stock is at 35% discount to NAV and he issues $8-10B in new shares they will only get done at a massive discount. This smokes everyones residual claim on $MSTRs $BTC permanently. Very common in leveraged closed-end funds during downdrafts to have to nuke investors with an ill-timed recap. You are right that you arent dead but you are blown apart financially at the exact time you should be buying. I bought $GBTC at a 45% discount to NAV in [----] and it didnt even have any debt. People have forgotten how bad things can get. https://twitter.com/i/web/status/2021779564003754001"
X Link 2026-02-12T02:53Z [---] followers, [--] engagements
"@chcbearsfan @ZynxBTC FWIW I dont think there is any scenario he sells $BTC. He might get replaced of course"
X Link 2026-02-12T02:55Z [---] followers, [--] engagements
"@chcbearsfan @ZynxBTC Ive spent a lot of time on this. My conclusion was to agree with a lot of his points on Bitcoin but see the flaw in his own model. Its too bad I think he is a good communicator and ambassador for Bitcoin"
X Link 2026-02-12T03:02Z [---] followers, [--] engagements
"The flaw is mismatched assets and liabilities with triggers. Ive made it through 9/11 (personally) the GFC COVID and the collapse of the entire power industry in 2002-3. I dont think the odds of him having to issue equity deep in the paint are that high but they are too high for me. Id rather be comfortable with my own stack and know I have complete control if I want to increase my exposure massively in a shitstorm while he likely will miss that and/or get smoked if it happens. https://twitter.com/i/web/status/2021786077808210392 https://twitter.com/i/web/status/2021786077808210392"
X Link 2026-02-12T03:18Z [---] followers, [--] engagements
"It probably works out long term but two things truly bother me: [--]. If we go down in the paint this cycle and $MSTR moves to a big discount to NAV as $GBTC did last cycle (in their case without leverage) he will not be able to add at the EXACT time he should be; and worse he may dilute investors at the bottom to stay alive. [--]. Hes too glib and arrogant. Be humble bro say we are surprised how deep the move is in Bitcoin and taking measures to insure our liability stack is 100% immunised to maturity schedules right now. Hes booby-trapped Bitcoin this cycle. Need this to get resolved before we"
X Link 2026-02-12T03:22Z [---] followers, [----] engagements
"@Tzam14 @operationdanish Bitcoin is an experiment. We are living inside that experiment in real time and Saylor is part of that experiment. He may not make it out unscathed. Bitcoin likely prevails"
X Link 2026-02-12T03:24Z [---] followers, [--] engagements
"@MarkB4400 @operationdanish He is not speaking as he should be as CEO in this moment of concerns"
X Link 2026-02-12T03:25Z [---] followers, [--] engagements
"This interview reminded me Skilling as he started cracking but $MSTR shouldnt be in any kind of that trouble. We hope. He should have been on TV explaining how they were taking steps to immunise the maturities now (while the equity is near NAV) to insure there is literally no chance they cant ride out the cycle. He did not do that today. He did the opposite I dare you. https://twitter.com/i/web/status/2021790403272364237 https://twitter.com/i/web/status/2021790403272364237"
X Link 2026-02-12T03:36Z [---] followers, [---] engagements
"@chamath California does this to itself regularly. Such is the plight of low test ballot initiatives"
X Link 2026-02-12T03:50Z [---] followers, [---] engagements
"@RedLineReportt How can you not agree with him what he said is fact. If he vehemently disagrees with the President or has some moral crisis with implementing those policies he steps down. If enough cabinet members step down it probably ends that Presidency"
X Link 2026-02-12T04:23Z [---] followers, [----] engagements
"@judith_woo88877 @RedLineReportt I despise Trump. But what you said is not accurate. Rubio is correct. Hold him in your contempt but not for process. Its possible Rubio gains more clout and voice making clear statements like this and that may help the US make less bad decisions by Trump"
X Link 2026-02-12T04:25Z [---] followers, [---] engagements
"@robbystarbuck @KassyAkiva @grok is there evidence of rising cancer rates in young people in COVID vaccine nations such as Singapore or Chile or Portugal where rates of vaccination were well over 90%"
X Link 2026-02-12T04:34Z [---] followers, [---] engagements
"You were doing well until the one option bit. Another option is simply restoring sane tax policy so that effective corporate tax rates approach 26% instead of the current 9%. But that is dollar integrity stuff and most of the Bitcoin crowd wants the dollar to die. Which is a pretty dark position to hold. https://twitter.com/i/web/status/2021811399316390143 https://twitter.com/i/web/status/2021811399316390143"
X Link 2026-02-12T04:59Z [---] followers, [---] engagements
"@w_terrence Jump ball. Depends how nuts the Dems are. But clinging to Trump as a political virtue probably would lose many races in [----]. He will damage many races"
X Link 2026-02-12T05:10Z [---] followers, [---] engagements
"@Milajoy Tell ya what: lets make this a prisoner swap no resignations without equal participation. You can take Clinton and Jefferies and then cough up Lutnick and Trump"
X Link 2026-02-12T05:14Z [---] followers, [--] engagements
"@AngelaBelcamino I was a registered Republican in NYC and also recently moved to Florida. I registered now in FL as unaffiliated as I will never support this obscene President and his patsy handlers. I will vote for anyone against him. I am warming up to DeSantis"
X Link 2026-02-12T05:29Z [---] followers, [--] engagements
"@AmericaPapaBear Neither hello. Charlie Spies or Paul Clement would be good choices for Trump to restore credibility but he needs a patsy"
X Link 2026-02-12T05:44Z [---] followers, [--] engagements
"I agree w a lot of this a few caveats: [--]. Parts and insurance markets will change and could affect this [--]. EVs arent static in technology stack. I see [---] mile range vehicles coming. That might peel off more share. [--]. Very likely gasoline becomes harder and harder to find. https://twitter.com/i/web/status/2021904791379607745 https://twitter.com/i/web/status/2021904791379607745"
X Link 2026-02-12T11:10Z [---] followers, [----] engagements
"Huh He can issue $8-10B of equity right now today. Drop it into escrow earning 3.5% against the 0% CBs until they mature. Now he can ride out any storm. If he waits for $BTC to hit $45k and then $MSTR breaks NAV hard and falls to a 30-40% discount to NAV on liquidity fears he could lose the company to an interloper or be forced to issue mother of all dilution wiping out investors. https://twitter.com/i/web/status/2021908150169858232 https://twitter.com/i/web/status/2021908150169858232"
X Link 2026-02-12T11:24Z [---] followers, [--] engagements
"@nymbusjp @mikepat711 Then BYD Zeekr Xpeng are also not car companies. CmonAV tech is already widespread will be standard in all Chinese cars going all over the world in [--] years"
X Link 2026-02-12T12:37Z [---] followers, [---] engagements
"@DrSuneelDhand Hmmmm. Dropping a 10mg gummy at a concert is just sooooo much better than slamming beers. I agree that heavy THC is bad news. A bit of light dosages now and then no calories no stress on kidneys or blood pressure"
X Link 2026-02-12T17:22Z [---] followers, [----] engagements
"@andyantiles_ Time for the mute button here sorry"
X Link 2026-02-12T22:06Z [---] followers, [--] engagements
"@BTC_for_Freedom Exhaustion from the lies and gaslighting"
X Link 2026-02-13T00:32Z [---] followers, [--] engagements
"@DeeVee022020 @GoldenAgeUnfold DeSantis is done in Nov here"
X Link 2026-02-13T02:16Z [---] followers, [--] engagements
"@DrifterInverted @watilo I guess its utilisation they get me I run them hot on occasion for work"
X Link 2026-02-13T11:46Z [---] followers, [--] engagements
"@Raindropsmedia1 AI AF"
X Link 2026-02-13T21:55Z [---] followers, [--] engagements
"@JDunlap1974 I think DeSantis is an immediate front runner"
X Link 2026-02-13T22:07Z [---] followers, [--] engagements
"@Bitcoin_Teddy Only off by about 80% so far"
X Link 2026-02-13T22:59Z [---] followers, [--] engagements
"@Bizniz203 @MaMoMVPY Would be interesting if the government created a Bitcoin tax for mining much as it does for royalty rates"
X Link 2026-02-14T05:32Z [---] followers, [--] engagements
"@HashemMelech048 @SecRubio Looking Presidential to EU leaders. Meanwhile DeSantis is going anti Hyperscaler cost inflation and abolishing prop taxes at home. Guess which plays in Michigan North Carolina etc"
X Link 2026-02-14T19:46Z [---] followers, [---] engagements
"@JimChuong Man if that aint the truth. People severely underestimate the psychological power of having enough passive income to quite literally have no earthly requirement to work. Everything changes"
X Link 2026-02-15T10:20Z [---] followers, [---] engagements
"The price will never drop to zero tho. There will always be some price at which a marginal buyer will emerge believing the potential value of Bitcoin in the future is worth more than today. The cost to mine a marginal Bitcoin plus the hard limit on supply are more powerful forces than you may imagine collectively and psychologically. https://twitter.com/i/web/status/2022288219992203680 https://twitter.com/i/web/status/2022288219992203680"
X Link 2026-02-13T12:34Z [---] followers, [----] engagements
"He should issue $8-10B in equity right now. Drop it into escrow paying 3.5% and enjoy the spead on the CBs paying zero and hold to maturity ride out the storm. I actually think that can put a floor under Bitcoin tbh. Hes booby trapped it here. If Bitcoin falls to $40ka normal [--] year drawdownMSTR goes to $30 or less and a big discount the NAV. He could lose his stack then to an interloper or wipe out investors with dilution. https://twitter.com/i/web/status/2022293849729544393 https://twitter.com/i/web/status/2022293849729544393"
X Link 2026-02-13T12:56Z [---] followers, [--] engagements
"@Vivek4real_ They are going in for tokens and crypto plumbing. There is no way that involves ETH or XRP or other degen coin"
X Link 2026-02-07T21:05Z [---] followers, [---] engagements
"Not sure its unpopular but its not opinion its fact. This Presidency is barely cosplay its mostly just self enrichment and indulgences of power. We can agree with some of the intentions of his policies and some decisions but he is the most contemptible human being to hold the office"
X Link 2026-02-11T01:59Z [---] followers, [----] engagements
"@grok @IFNY2775 @TicTocTick @grok if total mining activity dropped 90% is it logical to say a) the same number of Bitcoins would be mined (per day per year etc) and b) thus the power intensity of Bitcoin could collapse"
X Link 2026-02-11T20:35Z [---] followers, [----] engagements
"@grok @IFNY2775 @TicTocTick Is it logical that when the reward values plummet below proof of work computations a lot of miners shut down Also does that mean Eric Trumps American Bitcoin is pretty much worthless equipment right now"
X Link 2026-02-11T20:38Z [---] followers, [---] engagements
"@farrmacro You must be very bearish $ABTC"
X Link 2026-02-11T23:18Z [---] followers, [--] engagements
"@RightScopee @ElephantSignal Best guy in this cabinet"
X Link 2026-02-12T05:41Z [---] followers, [---] engagements
"@ghostofmatias2 @TonySeverinoCMT Why did $GBTC go to a 45% discount to NAV in [----] with no leverage or CBs Also was $BTC fine after that"
X Link 2026-02-12T11:19Z [---] followers, [--] engagements
"@saylordocs $ABTC has a market cap of $1.06B and tangible book value of maybe $250M. He should probably dig in with management and craft a plan for survival"
X Link 2026-02-12T11:31Z [---] followers, [--] engagements
"@cwietz1 @saylordocs $ABTC is in trouble"
X Link 2026-02-12T11:33Z [---] followers, [--] engagements
"@AutismCapital Except its still required in many states and other countries. Also climate change isnt gone because these dipshits lack education on the subject (or worse)"
X Link 2026-02-12T19:31Z [---] followers, [----] engagements
"@watilo Ive never cracked [---]. I have no debts no leases all credit cards are paid off every month no student loans or business loans no late payments. What does one have to do to get to [---] 🤔🙏🏼"
X Link 2026-02-13T00:30Z [---] followers, [----] engagements
"Correction if you held $1M US dollars since March [----] at SOFR on a gross (pretax) basis you would have about $1.28M dollars. For the real purchasing power in March [----] chained dollars (i.e. adjusted for inflation using the CPI-U) the cumulative inflation from March [----] to the latest available data (December [----] as January [----] CPI is scheduled for release on February [--] 2026) is approximately 24% to 25%. The CPI-U increased from roughly [-----] in March [----] to approximately [-----] in December [----] yielding a cumulative inflation factor of about [-----] (or +26.4% total inflation). Gross"
X Link 2026-02-13T00:37Z [---] followers, [---] engagements
"@Cole_Walmsley Honestly nobody should be allowed to invest in Bitcoin until you develop some basic financial literacy"
X Link 2026-02-13T00:39Z [---] followers, [--] engagements
"@deejayakoni @AutismCapital Agreed. But when systems do it like the entire car inventory it can cut emissions 3-5%. Thats enough to start bending the curve. We either change systems on emissions and focus on preserving using energy liberally or we die collectively"
X Link 2026-02-13T00:51Z [---] followers, [--] engagements
"@chrismac0314 @watilo Can you explain that a bit more There is no difference in the cost of credit or total credit available"
X Link 2026-02-13T01:35Z [---] followers, [--] engagements
"@MDBitcoin That is nuts. Imagine if I said the same thing about McDonalds"
X Link 2026-02-13T01:43Z [---] followers, [---] engagements
"One has cash flows and intrinsic value and can do well amidst almost any economic condition. And I say that as a fan and owner of Bitcoins. Bitcoin has been around for about [--] seconds in human time you might want to dial down the overconfidence. Compartmentalising risk and returns have their merits in maintaining ones wealth. https://twitter.com/i/web/status/2022274862593515799 https://twitter.com/i/web/status/2022274862593515799"
X Link 2026-02-13T11:41Z [---] followers, [--] engagements
"@Unsinkable54 @watilo I have had multiple credit cards for 20+ years used every month. My Amex says member since [--]. 😅"
X Link 2026-02-13T11:45Z [---] followers, [--] engagements
"Every software company right now is lining up to spend $100-300m a year for one of the Big [--]. 1) keeps them from competing and disrupting (lets not kill customers) 2) they need big backlog and revenue growth. Win-win. Software-mageddon is a rich buying opportunity as was Cloud-mageddon. https://twitter.com/i/web/status/2022456944162750928 https://twitter.com/i/web/status/2022456944162750928"
X Link 2026-02-13T23:44Z [---] followers, [---] engagements
"@berard_xavier @KatieMiller Ever have a drink with ice in it Like that"
X Link 2026-02-14T03:02Z [---] followers, [--] engagements
"@MaMoMVPY I dont think Bitcoin is a scam any more than a Warhol print is a scam"
X Link 2026-02-14T05:30Z [---] followers, [--] engagements
"The AI companies are spending quite literally hundreds of billions. They have to have 10s of billions of new revenue. They will not receive that blowing up Salesforce and SAP and Zillow and the 2500+ major software companies. They will sign $100-300m annual service contracts with all of them to insure AI keeps them at the top. Cloud didnt kill software either. https://twitter.com/i/web/status/2022607251563745781 https://twitter.com/i/web/status/2022607251563745781"
X Link 2026-02-14T09:42Z [---] followers, [---] engagements
"@dougboneparth That generation needs to be blown into space. We should be taking the keys collectively as a society at this stage"
X Link 2026-02-14T09:52Z [---] followers, [--] engagements
"Idiosyncratic returns are generally prized. Bitcoins recent dump vs precious and decorrelation to tech a bit more broadly has been noteworthy and potentially quite valuable depending on its path in the next [--] years. Silver underperformed other asset classes for like [--] years left for dead. Holy hand grenades if you can find a precious skeptic these days. So too it shall be for Bitcoin. https://twitter.com/i/web/status/2022611085648380314 https://twitter.com/i/web/status/2022611085648380314"
X Link 2026-02-14T09:57Z [---] followers, [---] engagements
"Republicans said the same about Nixon until well into the second term when a few members of his own party had had enough. DeSantis is already contradicting him. Several Republicans like Tillis are becoming more brazen. Hes losing juice; when with enough candidates that his threat of primarying against them becomes an endorsement (as w Massie) hes toast. https://twitter.com/i/web/status/2022617878474666377 https://twitter.com/i/web/status/2022617878474666377"
X Link 2026-02-14T10:24Z [---] followers, [--] engagements
"I suspect Saylors arrogance here has booby trapped Bitcoin this cycle. Imagine a scenario here where Bitcoin is pushed to $40k MSTR sells off to $30 a 25% discount to its NAV and Saylor cant issue prefs or equityan interloper grabs it and he loses his (and all MSTR shareholders) stack. That would be a very Bitcoin bottom https://twitter.com/i/web/status/2022618820691521706 https://twitter.com/i/web/status/2022618820691521706"
X Link 2026-02-14T10:27Z [---] followers, [--] engagements
"@goldbugger @SlopeOfHope They wanted validity; they got a virus"
X Link 2026-02-15T03:17Z [---] followers, [--] engagements
"@JoeHenry520960 @AlexEpstein As an investor in that industry I can tell you: nobody but government really wants that. Government may have to be the ones building it out"
X Link 2026-02-15T09:38Z [---] followers, [--] engagements
"@dioncho @RealJimChanos So you assume a sudden huge increase in people using ridehailing This seems less likely to me and the entire ridehailing industry"
X Link 2026-02-15T09:58Z [---] followers, [--] engagements
"@ZynxBTC Whatever you do to Bitcoin you have to do to gold"
X Link 2026-02-15T10:26Z [---] followers, [--] engagements
"@Freenmoderate @JimChuong Paid off 😂 Property taxes Insurance Maintenance Landscaping and yard upkeep Periodic upgrades If condo HOA fees"
X Link 2026-02-15T10:25Z [---] followers, [--] engagements
"@HuzzahHonzi @wordsinusername @MadelaineLucyH @grok for a bit of AI fun do ex hookers make good girlfriends or wives"
X Link 2026-02-15T14:15Z [---] followers, [--] engagements
"@danheld @PotatoMcWhiskey But you are going to have to admit removing red tape and abandoning key regulations brought us the GFC very clearly. Finding a happy medium seems to be the harder part"
X Link 2026-02-15T16:25Z [---] followers, [---] engagements
"The first graph is me enjoying European skiing. The second is you enjoying American skiing. The first graph is a company on 6x EBITDA and which charges about $80 for world class slopes at the highest mountain ranges in France/Switerland. The second graph is on 12x EBITDA and charges $300 a ticket for stressed out Americans they have profit harvested. Enjoy"
X Link 2026-02-07T17:19Z [---] followers, [---] engagements
"RT @aakashgupta: Ring paid somewhere between $8 and $10 million for a 30-second Super Bowl spot to tell [---] million viewers that their came"
X Link 2026-02-11T04:49Z [---] followers, 17.2K engagements
"$Z reported results today. They reported a $14M legal bill for ongoing cases involving antitrust competitor claims and various other strategic issues. They guided to about $30M of total expenses for the year that would end by year end. The market capitalised these expenses at 50x scalping $1.5B of value from the company. It beat most fundamental metrics despite real estate bottoming in activity levels. I have not seen panic and terror in the markets like this since COVID or maybe the GFC. I am becoming more bullish. https://twitter.com/i/web/status/2021800912520466617"
X Link 2026-02-12T04:17Z [---] followers, [---] engagements
"@GoldenAgeUnfold D. No Trump bootlicking. DeSantis is interesting Rubio maybe"
X Link 2026-02-12T22:05Z [---] followers, 11K engagements
"@SilverApeKing @genzmoney97 Their industrial utility has zero relationship to their current price. Its 100% a store of wealth/value. The same network effect that values gold also values Bitcoin"
X Link 2026-02-14T00:27Z [---] followers, [---] engagements
"Gold has value due to historical precedence geologic constants and scarcity. Bitcoin has value due to a technology innovation source code that binds decentralisation transparency and bullet proof security/redundancy and scarcity. Some people value gold very little or not at all. Some people value Bitcoin very little if not at all. Many many many more people own gold than Bitcoin today"
X Link 2026-02-14T00:31Z [---] followers, [--] engagements
"It is unconscionable to see Marco Rubio lecture Europe about their leadership in recognising climate change as the risk that it isnt. The mistake Europe could make is trusting and buying fossil fuels from the US which he is obviously flogging"
X Link 2026-02-14T09:37Z [---] followers, [--] engagements
"@GrindeOptions Depends where you live. Portugal youd live like a king"
X Link 2026-02-15T10:06Z [---] followers, [--] engagements
"@creation247 @TheRobertBshow Homeschooling costs $1000 per year I presume you did not learn math after being homeschooled"
X Link 2026-02-15T10:13Z [---] followers, [--] engagements
"@wordsinusername @MadelaineLucyH Not really. The more promiscuous (partners) one might be able to figure out more quickly if you are sexually compatible"
X Link 2026-02-15T10:40Z [---] followers, [--] engagements
"@CBI_8400 @TheModerateCase Check out Kalshi on NYC mayor race in March 2025"
X Link 2026-02-15T14:09Z [---] followers, [--] engagements
"RT @travisakers: A list of countries that currently have mail-in voting: Argentina Australia Austria Belgium Brazil Canada Chile Czech Rep"
X Link 2026-02-12T22:38Z [---] followers, 19.6K engagements
"Hes just become a non credible proponent of Bitcoin its unfortunate to see this. The correct answer to these questions: - Bitcoin is volatile and will remain volatile for the foreseeable future - Bitcoin is a unique digital asset with extraordinary properties of security integrity and decentralisation - Bitcoin can be very useful in a diversified portfolio in terms of decorrelation properties as an alternative (or addition) to traditional stores of wealth and an upside vol additionality. All this gibberish about Billionaires panic buying sounds completely nuts."
X Link 2026-02-13T22:02Z [---] followers, [----] engagements
"@walther_jeff @stevenzcht @AlexEpstein This is patently not true. Poor regulations and incentives (especially subsidies) are what drives costs of solar power to burden a grid or utility system. Where solar now is no longer subsidised power costs are falling (look at Spain)"
X Link 2026-02-15T09:43Z [---] followers, [--] engagements
"@ThomasSowell Wow Bill doesnt get it either. Trump supporters in [--] elected Mamdani"
X Link 2026-02-15T16:22Z [---] followers, [---] engagements
"@BillAckman Oh I had to scroll I thought you were referring to our current regime at home"
X Link 2026-02-15T16:27Z [---] followers, [---] engagements
"Again just not true. Ill give you an experiment: Buy a house anywhere sunny outside the solar tariff cesspool of America. Lets just say you are an average person with a small home in Valencia Spain. Buy and install solar panels on your roof. A 6kw system with inverter is about 8k total. It will last for 15-20 years. You may have to replace the inverter once for 1K. At a 20% utilisation thats 10k kwh/year. Over [--] years thats 157000kwh. 8000/157000 =0.05/kwh. Go check your bill and look at the wholesale power part (not T&D). Oh wow look at that its at or lower that utility centralised costs."
X Link 2026-02-15T16:54Z [---] followers, [--] engagements
"@SaltySeaFl @jamiersob56 @NewReaganCaucus @RepThomasMassie holy crap an actual human with real world experience just weighed in. 👊🏽 to see you"
X Link 2026-02-15T17:07Z [---] followers, [--] engagements
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