#  @FroehlichThors1 Thorsten F Thorsten F posts on X about $btc, $eth, crypto, bitcoin the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1527628271759806464/interactions)  - [--] Week [-------] -27% - [--] Month [-------] +52% - [--] Months [---------] +1,414% ### Mentions: [--] [#](/creator/twitter::1527628271759806464/posts_active)  - [--] Week [---] -32% - [--] Month [---] +112% - [--] Months [-----] +1,039% ### Followers: [-----] [#](/creator/twitter::1527628271759806464/followers)  - [--] Week [-----] +3.90% - [--] Month [-----] +32% - [--] Months [-----] +572% ### CreatorRank: [-------] [#](/creator/twitter::1527628271759806464/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) #6262 [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [exchanges](/list/exchanges) #4318 [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [financial services](/list/financial-services) #987 **Social topic influence** [$btc](/topic/$btc) #1012, [$eth](/topic/$eth) #400, [crypto](/topic/crypto) #6488, [bitcoin](/topic/bitcoin) #5310, [$sbet](/topic/$sbet), [$bmnr](/topic/$bmnr) #56, [inflation](/topic/inflation) #2564, [money](/topic/money), [in the](/topic/in-the), [market](/topic/market) #4451 **Top accounts mentioned or mentioned by** [@henrikzeberg](/creator/undefined) [@pwebborn](/creator/undefined) [@davehcontrarian](/creator/undefined) [@greatmartis](/creator/undefined) [@kakashiii111](/creator/undefined) [@naderalterego](/creator/undefined) [@altcoinvector](/creator/undefined) [@michaeljburry](/creator/undefined) [@fundstrat](/creator/undefined) [@swissblock](/creator/undefined) [@truflation](/creator/undefined) [@jacobkinge](/creator/undefined) [@intocryptoverse](/creator/undefined) [@mikealfred](/creator/undefined) [@grok](/creator/undefined) [@quantumascend](/creator/undefined) [@mrderivatives](/creator/undefined) [@sharplink](/creator/undefined) [@liathetrader](/creator/undefined) [@negentropic](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [SBET (SBET)](/topic/$sbet) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [dogwifhat (WIF)](/topic/$wif) [Strategy (MSTR)](/topic/$mstr) [Solana (SOL)](/topic/$sol) [Upexi Inc. (UPXI)](/topic/$upxi) [Barrick Gold Corp. (GOLD)](/topic/$gold) [BlackRock Inc (BLK)](/topic/blackrock) [Vixco (VIX)](/topic/$vix) [SPX6900 (SPX)](/topic/$spx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [iShares BTC Trust (IBIT)](/topic/$ibit) [JasmyCoin (JASMY)](/topic/$jasmy) [Nasdaq666 (NDQ)](/topic/$ndq) [Sui (SUI)](/topic/$sui) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Momo (MOMO)](/topic/$momo) [Ethereum Classic (ETC)](/topic/$etc) ### Top Social Posts Top posts by engagements in the last [--] hours "FED leaves rates unchanged - markets bounce. Only reason for them to bounce is the FEDs stance to stay independent. Wrong reason to bounce but we need an independent central bank" [X Link](https://x.com/FroehlichThors1/status/1920243754855788925) 2025-05-07T22:26Z [--] followers, [--] engagements "@PeterSchiff Irritating the media is not picking up on the issue of rising yields - which is a market signal for inflation / interest rates to increase. This is first semester economics - dumb money following Trump headlines. Stock market is triggered by headlines - not fundamentals anymore" [X Link](https://x.com/FroehlichThors1/status/1922332043171545597) 2025-05-13T16:44Z [--] followers, [--] engagements "Assuming $BTC will reach 150k / at a current beta of [---]. $MSTR is potentially rallying up to $700+. Lets just hope they do not add significantly more leverage - as it might be life threatening on the way down and the last thing one needs is a fire sale of $BTC" [X Link](https://x.com/FroehlichThors1/status/1947000360855552297) 2025-07-20T18:27Z [--] followers, [--] engagements "$ETC bwd rotation into $BTC has been overdue for days - bit of catching up to do for $BTC if this (shortlived) bonanza wants to continue. 95% of Altoins will end up disappearing - with new memes popping up again in a few years time (assiming nul regulation). But for now 🚀" [X Link](https://x.com/FroehlichThors1/status/1947741108416528511) 2025-07-22T19:30Z [---] followers, [--] engagements "@Jasmybulls Whats happening on the 25th - entered $Jasmy a few days ago" [X Link](https://x.com/FroehlichThors1/status/1948138760052281434) 2025-07-23T21:50Z [--] followers, [---] engagements "$ETH appears in to be transitioning into a mature asset - rather than focusing on the pump and dump one should be focusing on the actual use case and if the growing maturity actually has legs - does it" [X Link](https://x.com/FroehlichThors1/status/1948511421030900197) 2025-07-24T22:31Z [--] followers, [--] engagements "The crypto world is eagerly awaiting interest rate cuts - people are blaming the FED for potentially being late. The community is ignoring that Corona + the recent tariff chaos has & will shift global value chains & inflationary pressure is a real risk - Macro 1st semester" [X Link](https://x.com/FroehlichThors1/status/1948833271925887296) 2025-07-25T19:50Z [---] followers, [--] engagements "@OGshib888 You are totally ignoring that the supply had increased" [X Link](https://x.com/FroehlichThors1/status/1948990572066218106) 2025-07-26T06:15Z [---] followers, [--] engagements "@Cointelegraph $ETH is not an altcoin anymore / it is the basis for long term appreciation. Funny money goes to $JASMY" [X Link](https://x.com/FroehlichThors1/status/1949004778459042298) 2025-07-26T07:12Z [--] followers, [---] engagements "@MacnBTC @theunipcs It will ultimately fall below 100MLN - if not to zero. Enjoy the ride (ap and down)" [X Link](https://x.com/FroehlichThors1/status/1949073424921354312) 2025-07-26T11:44Z [---] followers, [--] engagements "The entertainment value following this trend is mind blowing. Crypto / blockchain is here to last - if you want to make money (compare the dotcom bubble) you need to focus on those who have an actual use & business case - fairly simply. Forget useless fart butthole etc" [X Link](https://x.com/FroehlichThors1/status/1949204771283578985) 2025-07-26T20:26Z [---] followers, [--] engagements "$VIX is trading near its [--] months low - if there was a coin linked to it I'd start loading up" [X Link](https://x.com/FroehlichThors1/status/1949357963853840869) 2025-07-27T06:35Z [---] followers, [---] engagements "Leverage & greed drive every boom & bust always. In the past it was banks. Now it might be retail via DeFi Platforms like @Aave offering leverage on $ETH are the new canary in the coal mine. Watch their metrics. Theyll show us when euphoria turns toxic" [X Link](https://x.com/FroehlichThors1/status/1949530413132877945) 2025-07-27T18:00Z [---] followers, [---] engagements "@Jasmybulls I am bullish on $JASMY - but the use case is limited to Japan. Therefore $10-15B would already be a stretch when Altcoin season hits its peak. Start taking profits at 20cents" [X Link](https://x.com/FroehlichThors1/status/1949533466435223632) 2025-07-27T18:12Z [---] followers, [---] engagements "@Steph_iscrypto Nothing - he has so much coins and might want to buy some real assets. Totally normal that founders cash in some of their holdings on the way up" [X Link](https://x.com/FroehlichThors1/status/1949533932451406259) 2025-07-27T18:14Z [---] followers, [---] engagements "@misterrcrypto The party will continue for BTC - however it will be solid Viennese waltz. ETH and Altcoins will enjoy a proper pogo----but once the music is over everyone will wake up with a massive hangover" [X Link](https://x.com/FroehlichThors1/status/1949551270651400232) 2025-07-27T19:23Z [---] followers, [--] engagements "Everyone who studied Black Friday [----] knows what brought the crash: Greed and leverage Back then Joe Block could get a margin loan to buy more stock in another useless railway company. Today we have the zombie companies and AAVE ponziing crypto" [X Link](https://x.com/FroehlichThors1/status/1949552936985506056) 2025-07-27T19:30Z [---] followers, [--] engagements "Watch $VIX when we commence our journy back from the moon later this year. Currently at [--] it reached [--] during COVID (March 20) and its ATH of [--] during the financial cirisis (Oct 08). We will have spikes in between now and our journey back" [X Link](https://x.com/FroehlichThors1/status/1949563083220774959) 2025-07-27T20:10Z [---] followers, [---] engagements "Emerging Markets might be your Altcoin play (Mkt cap versus GDP) - thank you @grok" [X Link](https://x.com/FroehlichThors1/status/1949733365105463596) 2025-07-28T07:27Z [---] followers, [---] engagements "@BitMNR - you are suggesting that industry experts and analysts have indicated that $ETC may have a potential in reaching $60000 - could you pls disclose the sources Many thanks" [X Link](https://x.com/FroehlichThors1/status/1950109995795636279) 2025-07-29T08:23Z [---] followers, [--] engagements "$ETC - words of wisdom" [X Link](https://x.com/FroehlichThors1/status/1951260256186802485) 2025-08-01T12:34Z [---] followers, [--] engagements "I have seen a lot of posts by $BMNR and @fundstrat referring to research which is suggesting $ETC to have a potential for reaching $60000. No one gave me any evidence although I have asked around - but maybe you are in a position I am a strong believer in $ETC but I am very intrigued to see that research (PS - I am also a shareholder in $BMNR)" [X Link](https://x.com/FroehlichThors1/status/1951327108011057275) 2025-08-01T17:00Z [---] followers, [--] engagements "That I do not agree with entirely - provided you believe into long term acceptance of $BTC and $ETH (I think that is undeniable) corporate treasuries (or their pension funds) may well invest into those assets. But only a fraction of their cash & cash equivalents and clearly without leverage. Zombie companies who failed to become profitable based on their original business model borrowing money to buy crypto are doomed - they will go bust. If I had an asset management firm I would create an inverse ETF on those treasury companies. Perhaps @WisdomTreeFunds is smart enough to do just that once" [X Link](https://x.com/FroehlichThors1/status/1951335937897619659) 2025-08-01T17:35Z [---] followers, [----] engagements "I'm beginning to question the reliability of key U.S. economic indicators like GDP NFP and inflation. Its disheartening to see a country that once served as a global benchmark for transparency and leadership now appearing to drift under the weight of political dysfunction and self-interest. What was once a source of stability and inspiration seems increasingly compromised by a government that appears more focused on its own gain than on serving the public good" [X Link](https://x.com/FroehlichThors1/status/1951370297430466616) 2025-08-01T19:51Z [---] followers, [---] engagements "Blackrock's buy & sell activity is currently primarily driven by institutional appetite - for now. The massive sell pressure over the last [--] hours was primarily ignited by leveraged punters caught on the wrong side. They main game changer for $BTC and $ETC (in the long run) may come when crypto will be broadly embrassed by 401k. The German Savings banks (Sparkassen) recently decided to start providing crypto services - it will only be a matter of time until this will spread across Europe (always behind the curve) - but be aware of massive swings. Everyone is selling their Ethereum. But guess" [X Link](https://x.com/FroehlichThors1/status/1951544927801811224) 2025-08-02T07:25Z [---] followers, [---] engagements "Besides various indicators you are looking at - itd be interesting to incorporate various elements of leverage ratios into your analysis and compare those against historical numbers. The last bust was driven by subprime and its inherent indebtedness - where do we have the biggest leverage This is where the first bombs might go off" [X Link](https://x.com/FroehlichThors1/status/1951645894832472282) 2025-08-02T14:06Z [---] followers, [----] engagements "$ETC is down ca. 13% from $BMNR s original purchase price. At a current mNAV of ca. 1.4x expect the stock price to tank beyond that provided Ethereums price will stay at around $3400. The company currently holds ca. $400M in cash - they might be adding to their position. Buying back their stock might be an alternative - which will enable them to reduce a dilution effect at a later stage when they want to tab the market again. Watching what they are doing over the next [--] hours. One way or the other I expect them do announce something before markets open on Monday. A listed one trick pony" [X Link](https://x.com/FroehlichThors1/status/1951724272101290313) 2025-08-02T19:18Z [---] followers, [---] engagements "@isabellaagnella @HenrikZeberg $ETC came to stay as it has a real use case re web3 but you need to be able to absorb swings. I am sure Henrik is going to share his thoughts soon (from a sentiment perspective)" [X Link](https://x.com/FroehlichThors1/status/1951726709192962482) 2025-08-02T19:28Z [---] followers, [--] engagements "My dream line up for a talkshow would be (in no particular order) @HenrikZeberg - technical / thinks deflation is coming @HarryDentjr - passionate perma bear @fundstrat - knows Wall Street and big $BTC and $ETH supporter @PeterSchiff - thinks inflation is coming and sleeps on gold Jeremy Grantham (not on X) - true legend and has been around for 60+ years @menlobear - you would be the perfect moderator for that" [X Link](https://x.com/FroehlichThors1/status/1951730224703639874) 2025-08-02T19:42Z [---] followers, [---] engagements "Cannot wait to see @HenrikZeberg 's August letter - due anytime today. Provided he's not changing his stance that we have not seen the peak of the blow-off-top yet he already gave a glimpse expecting us the FED to cut 50bps in September creating a frenzy for risk assets (AKA crypto). This also means bonds will increase for those of you who'd rather drive a Mercedes-Benz as opposed to a Lambo. More money will also shift into equities (short-term) but bonds should increase further if it all goes belly up. The next 2-3 months will be very exciting" [X Link](https://x.com/FroehlichThors1/status/1951944267376554204) 2025-08-03T09:52Z [---] followers, [---] engagements "@WallStJesus When we hit the peak in late summer / early autumn for Nasdaq thats a great short" [X Link](https://x.com/FroehlichThors1/status/1951999545224655153) 2025-08-03T13:32Z [---] followers, [---] engagements "With $BMNR's connectivity to Wall Street and access to both tech investors and large caps I wouldn't be surprised that @fundstrat may start pitching the idea for corporate investors to buy BMNR stock as opposed to implementing their owen crypto strategy - perhaps Cathy W will convince E Musk in doing so. Watch that space" [X Link](https://x.com/FroehlichThors1/status/1952608147664707875) 2025-08-05T05:50Z [---] followers, [---] engagements "If you believe in $ETH and the transition into Web3 $BMNR and $SBET are the most suitable candidates. Both companies have individual edges. Dont be hyped - the ultimate winter as suggested by @HenrikZeberg is going to come - no matter what. However for those of you who believe that both companies have an edge and have a sustainable business model I recommend following people like @HenrikZeberg and @PWebborn - they may help you what and when (not) to do. For those of you who have been around for longer than 20y you will know things will falter - but not forever. Timing is key and social media" [X Link](https://x.com/FroehlichThors1/status/1952803836491419692) 2025-08-05T18:48Z [---] followers, [---] engagements "Now people are starting to worry they might be missing the train on $BMNR - This is $MSTR reloaded but with strong support from anchor investors from day [--] - major advantage" [X Link](https://x.com/FroehlichThors1/status/1953183377630134351) 2025-08-06T19:56Z [---] followers, [---] engagements "Few suggestions: I would add a few comments to those less obvious dents (oil crisis in the 70s [----] flash crash [----] LTCM blow up etc.) Apart from an extreme overvaluation - which this chart is suggesting - there could be black swan events. Finally - adding US interest rates will make it more obvious that in the area from [----] onwards we have a liquidity driven bubble" [X Link](https://x.com/FroehlichThors1/status/1953333467107770699) 2025-08-07T05:52Z [---] followers, [---] engagements "The train is leaving the station for $BMNR - I am still trying to understand the numbers how they went from [---] to 833k $ETH - will share my view once I managed to get my head around it" [X Link](https://x.com/FroehlichThors1/status/1953370759096578197) 2025-08-07T08:20Z [---] followers, [---] engagements "@HenrikZeberg The market is probably pricing that already in for $BMNR and $SBET - see below" [X Link](https://x.com/FroehlichThors1/status/1953371314925826156) 2025-08-07T08:23Z [---] followers, [---] engagements "@HenrikZeberg Satoshi Flipper - I need a new AKA. Send it" [X Link](https://x.com/FroehlichThors1/status/1953433960769364352) 2025-08-07T12:32Z [---] followers, [---] engagements "I see a lot of wild posts re $BMNR - the ultimate question I am yet to find an answer for is its current level of level at their disposal and NOSH - versus last announcement. Mkt cap published mismatches their last announcement and we do not know when ATM is used. The company can issue up to 500M of common stock. Big dilution coming our way unless fwd purchase agreements give them access to below market price $ETH" [X Link](https://x.com/FroehlichThors1/status/1953494436647784723) 2025-08-07T16:32Z [---] followers, [---] engagements "@HenrikZeberg @RalphyR1 Henrik - I know you mean well but you are spending too much time trying to make US people understand that they are paying the tariffs and not the exporting countries. Hopeless" [X Link](https://x.com/FroehlichThors1/status/1953684766978359679) 2025-08-08T05:08Z [---] followers, [---] engagements "💣Indeed - both $BMNR and $SBET have to upgrade their operational management with seasoned money managers who have shown a resilient track record in handling leverage in a distressed environment - as in now It is not wortwhile spending time & money on the other Me2 companies. It will be the survival of the fittest. Not even to mention $MSTR who could act as massive catalyst driving down $BTC to levels we have not seen in years but perhaps they will become to big to fail and the government steps in to bail them out - that is one way for the US to become the biggest holder of $BTC. 🚨 LATEST:" [X Link](https://x.com/FroehlichThors1/status/1953685167760904279) 2025-08-08T05:10Z [---] followers, [---] engagements "Oh dear - "banks will start lending against $BTC " Given the volatility of this beast 10c on the dollar would be the maximum. Ever heard of the term "margin lending" - ask grok or chatGPT. Michael Saylor on the future of Bitcoin: Banks will start lending against your Bitcoin United States government will hold Bitcoin Big tech companies will embrace Bitcoin You will have Bitcoin on your iPhone https://t.co/P2lmAmjLYn Michael Saylor on the future of Bitcoin: Banks will start lending against your Bitcoin United States government will hold Bitcoin Big tech companies will embrace Bitcoin You will" [X Link](https://x.com/FroehlichThors1/status/1953688478371246420) 2025-08-08T05:23Z [---] followers, [---] engagements "I truly believe $BMNR has an edge with the backing of the anchor investors and Tommy L @fundstrat as its chairman. I would be a huge fan of keeping their numbers uptodate (notably tradeable NOSH and free cash at their disposal) after each announcement they bought more $ETH. Finally get some seasoned money managers in the operating management who have shown a resilient and high performance track record in handling leverage in a distressed environment - please avoid becoming a hilly billy company. Bitmine is up more than 10% after its holdings exceeded [------] $ETH (worth $3B) becoming the" [X Link](https://x.com/FroehlichThors1/status/1953693357592436763) 2025-08-08T05:42Z [---] followers, [---] engagements "@Negentropic_ Went 2x lev long a few days ago and took some chips off the table" [X Link](https://x.com/FroehlichThors1/status/1953735041650958699) 2025-08-08T08:28Z [---] followers, [---] engagements "Let's talk about banking stocks for a moment since everyone seems to have left into Crypto La La Land - they were sent to the moon since COVID. (1) recovery from the dip then (2) skyrocketed given rising inflation & interest rates. Both will be coming off sharply soon. Look at Commerzbank CBK (to be fair they got a bit of a booster due the takover attempts by Unicredit). If this bubble unfolds and centrals banks are rushing to lower interest rates trying to eliminate the chaos the bombs caused which had gone off banking stocks will have tanked by then. Banking stocks are sometimes a good" [X Link](https://x.com/FroehlichThors1/status/1953739326665240657) 2025-08-08T08:45Z [---] followers, [---] engagements "@HenrikZeberg @GreenCandleCl I have just sold all my shares in financial stocks (topped out with little room to go up). Hence there is quite some ammo" [X Link](https://x.com/FroehlichThors1/status/1953770052664139778) 2025-08-08T10:47Z [---] followers, [--] engagements "Just food for thought - some people wont like it. When this party is over you may want to look at high yielding tobacco and pharma stocks as people will always smoke and get ill. Those stocks might be trading at 10% dividend yields and will slowly recover" [X Link](https://x.com/FroehlichThors1/status/1953771258706866522) 2025-08-08T10:52Z [---] followers, [---] engagements "Food for thought: Update on $BMNR - for those who have read my last post are probably thinking why $ETH is not going to the moon - I am convinced the company has OTC supply lined up including locked in prices - before everyone else (zombie companies turning into treasury and Joe Black) is piling in - those who do not have the privilege of having these anchor investors" [X Link](https://x.com/FroehlichThors1/status/1953804997579132929) 2025-08-08T13:06Z [---] followers, [---] engagements "The next few weeks / months will be absolutely exciting - timing the exit is key. The day will come that you want to be long the $VIX - it will massively overshoot to levels we have not seen in a long time. $VIXL is the Ferrari $LVO the tuned Mercedes-Benz. Below $LVO when tariffs struck:" [X Link](https://x.com/FroehlichThors1/status/1954058676483875145) 2025-08-09T05:54Z [---] followers, [---] engagements "Thank you Henrik - really appreciate the clarity. In essence party time for $ETH until late Aug (I am personally overweigth the beta plays $BMNR and $SBET as opposed to ETH directly or leveraged ETFs) - EXIT and sit on the sideline but loading guns - ENTER again pre FED and enjoy the last (Euphoric) wave - prepare to exit around mid Oct. Since Paul gave his last update on $JASMY and $WIF they have been crawling up by ca. 15% - is that a normal bevaviour / are you also suggesting to EXIT / ENTER as described above or is there no point because you are expecting them to go ballistic in the last" [X Link](https://x.com/FroehlichThors1/status/1954191445474087418) 2025-08-09T14:42Z [---] followers, [---] engagements "As a banker who has lived through the turbulence of [------] I want to put this thought on the table: MSTR could potentially reach a too big to fail status if Bitcoin experiences a sharp rally and brokers had been integrating BTC into 401(k) plans. Such a scenario might prompt full-scale governmental endorsement of Bitcoin. Im not prepared to dismiss this possibility especially given that the current U.S. administration along with friends and family appears to be heavily invested in crypto" [X Link](https://x.com/FroehlichThors1/status/1954945091182657867) 2025-08-11T16:36Z [---] followers, [---] engagements "@bruce_aiweb3 @SharpLinkGaming Your data is innacurate. The $BMNR did not buy at $4.3k on average they said they held 1.25M at that price. Study the press releases and SEC filings" [X Link](https://x.com/FroehlichThors1/status/1954963465510269363) 2025-08-11T17:49Z [---] followers, [---] engagements "I really appreciate @PWebborns clear fact-focused analysis. Im no EW expert but heres my takeaway from his ZickZacks in my own words: $BTC Expected to climb from here and continue higher. It may be the weakest performer in relative terms but still moves up. $ETH Similar pattern to BTC but with stronger percentage gains. Alts/Memes Same general pattern again but with much bigger moves making them the strongest performers - picking the right ones is key (which I do not know to be honest but Paul keeps advocating $WIF and $JASMY) NOTE: all of them will have corrections in between - from where we" [X Link](https://x.com/FroehlichThors1/status/1954989084805349765) 2025-08-11T19:31Z [---] followers, [---] engagements "Living in the shadows and waiting for its moment is $UPXI - the moment $SOL is aiming to catch up with $ETH wait for UPXI to potentially make a radical move. If not it remains dormant and may accelerate beyond ATH when large cap season ignites and yet again people are concerned to miss the train - we are still in $ETH season" [X Link](https://x.com/FroehlichThors1/status/1955031464673731030) 2025-08-11T22:19Z [---] followers, [---] engagements "Thoughts If things develop as per a typical euphoria pattern - with AI (new) / tech (old) + crypto (new) being the main drivers your fastest rides up will be long $SBET and $BMNR and your fastest rides on the way down will be short $PLTR and $MSTR. No need for leverage - apart from PLTR all these beasts carry more than enough embedded gearing" [X Link](https://x.com/FroehlichThors1/status/1955166537960046934) 2025-08-12T07:16Z [---] followers, [---] engagements "@HenrikZeberg If I read this correctly we have a massive (immanent) push in ALTs which may last into end of Auf - potentially the first days in Sept - am I correct" [X Link](https://x.com/FroehlichThors1/status/1955204834946056665) 2025-08-12T09:48Z [---] followers, [----] engagements "$BMNR and $SBET almost in line (% change) pre-market. Potentially the catch up has commenced" [X Link](https://x.com/FroehlichThors1/status/1955229368982126710) 2025-08-12T11:26Z [---] followers, [---] engagements "$BMNR now down pre-market whilst $SBET is up. Do not miss that rotation" [X Link](https://x.com/FroehlichThors1/status/1955241033177890979) 2025-08-12T12:12Z [---] followers, [---] engagements "@great_martis That is the worst possible outcome fro JP and the FED - borderline up. They now have to decide between pitch and sulphur. I think they will cut but the 50bps became more unlikely. The gas left in the tank became less though" [X Link](https://x.com/FroehlichThors1/status/1955249404849357012) 2025-08-12T12:45Z [---] followers, [---] engagements "@truflation I encourage you @HenrikZeberg to put a greater empahsis on that matter" [X Link](https://x.com/FroehlichThors1/status/1955251152871727551) 2025-08-12T12:52Z [---] followers, [---] engagements "I think Tommy Lee should also become the chairman for $SBET that it gets the same attention and love ❤ like $BMNR" [X Link](https://x.com/FroehlichThors1/status/1955288788843786559) 2025-08-12T15:22Z [---] followers, [---] engagements "This list sticks out - how (1) It is badly researched - checked a few names and found an error rate of 100% (2) Big hedge funds and bulge bracket financial institutions are notably absent - guess why (3) Full of hanky panky one-trick ponies This could be a list of start ups going back [--] years. 🥁 The BITCOIN [---] List 👇 8/11/2025 ✅ This is the most accurate HODL list -- updated weekly ✅ Trump Media's Bitcoin holdings continue to be estimated $DJT https://t.co/NiCQTHNemp 🥁 The BITCOIN [---] List 👇 8/11/2025 ✅ This is the most accurate HODL list -- updated weekly ✅ Trump Media's Bitcoin" [X Link](https://x.com/FroehlichThors1/status/1955328920791785553) 2025-08-12T18:01Z [---] followers, [---] engagements "I think Bessent is spot on - it is just about the quantum of the damage it will cause and how much it was yanked into the 401ks by the time it pops. If that is the case consumption is going to tank (and inflation) as people will have to save more for the gap crypto (and equities) caused in their pension plans. We need to monitor the ETFs - they will be the easiest access to crypto (not whales buying - it is their clients - once and for all). NOTE: $VX1 (Sept contract) just exploded by 16% which tells us that we are potentially up for a larger correction ($VIX spot is down 9% - which may tells" [X Link](https://x.com/FroehlichThors1/status/1955509610619515378) 2025-08-13T05:59Z [---] followers, [---] engagements "We have [--] major spikes coming - early Sept mid / end of Oct. There are VIX related ETFs from Amundi and WisdomTree (posted about them recently). I am accumulating and buying the dip. Beware of the roll costs - you cannot just sit on them. When they swing get out. No investment advice" [X Link](https://x.com/FroehlichThors1/status/1955574252393947210) 2025-08-13T10:16Z [---] followers, [--] engagements "@Micro2Macr0 @ethereum Relax all of you - $ETH will break through ATH potentially touching 6k - $SBET and $BMNR will rally hard but beware for $ETH to step on the brakes - hard - early Sept correcting potentially 30%" [X Link](https://x.com/FroehlichThors1/status/1955619411932414382) 2025-08-13T13:16Z [---] followers, [---] engagements "@HenrikZeberg Can one robustly say which one is trailing the other - i.e. if stocks are due to fall - how quickly will BTC adjust or vice versa" [X Link](https://x.com/FroehlichThors1/status/1955857892466106584) 2025-08-14T05:03Z [---] followers, [---] engagements "@truflation VIX and VX1 are telling us anxiety level is still moderate" [X Link](https://x.com/FroehlichThors1/status/1955978360187728257) 2025-08-14T13:02Z [---] followers, [---] engagements "If you believe $ETH is breaking through its ATH shortly both $BMNR and $SBET are offering a great beta opportunity. given they are trading ca. 10% down at the time of this post. SBET trading significantly lower when looking at mNAV for both shares" [X Link](https://x.com/FroehlichThors1/status/1956352825648193745) 2025-08-15T13:50Z [---] followers, [----] engagements "I hope that $SBET and $BMNR are using the opportunity to tab into ATM and are buying the dip via credit lines they had set up (working assumption) If you believe $ETH is breaking through its ATH shortly both $BMNR and $SBET are offering a great beta opportunity. given they are trading ca. 10% down at the time of this post. SBET trading significantly lower when looking at mNAV for both shares. If you believe $ETH is breaking through its ATH shortly both $BMNR and $SBET are offering a great beta opportunity. given they are trading ca. 10% down at the time of this post. SBET trading" [X Link](https://x.com/FroehlichThors1/status/1956388976874459213) 2025-08-15T16:14Z [---] followers, [---] engagements "Indeed - I started to circle around $BMNR when it was around [--] and bought bewteen 32-34 - when everyone was shouting and crying. I did the same when $SBET was around [--] and bought between 20-24. Now trading near NAV this thing will eventually take off. Both companies have their own edge. SBET probably has a much better understanding of the $ETH eco system whilst BMNR has a chairman with a lot of air time" [X Link](https://x.com/FroehlichThors1/status/1956435525558321295) 2025-08-15T19:19Z [---] followers, [---] engagements "If $ETH fails to recoveror to decisively break through and sustain its all-time highsa long position in $SBET (which I am BTW) will simply lack the momentum to succeed. The situation is compounded by a dismal earnings call underscoring the reality that the SBET team could greatly benefit from a masterclass in investor relations. By contrast consider $BMNR (where I entered long around $32): sentiment there was equally grim just a few weeks ago only for the stock to stage a strong rally once Ark Investment began accumulating shares. That crucial element of institutional support remains absent" [X Link](https://x.com/FroehlichThors1/status/1956591560092504448) 2025-08-16T05:39Z [---] followers, [---] engagements "@Noncebox010 @_BNG_Capital @ExyraLabs That is not a strategic position - its a delta hedge for their options business. If it was $SBET would have made an announcement. Ignore that noise. Institutional support still missing. SBET is a retail stock - for now" [X Link](https://x.com/FroehlichThors1/status/1956602721957556600) 2025-08-16T06:23Z [---] followers, [---] engagements "The retail comments on $SBET are nothing more than a distraction and do not waste your time reading those - for SBET to follow $BMNR s footsteps we need the following ingredients: 1) Institutional support / buy in 2) Better communication and usage of ATM 3) $ETH sustained appreciation The fact a treasury company is trading above NAV is only because the market believes the management can deliver - period" [X Link](https://x.com/FroehlichThors1/status/1956605369066590225) 2025-08-16T06:34Z [---] followers, [---] engagements "@HenrikZeberg Read this - Alistair always good for a blunt geopolitical comment: https://www.linkedin.com/posts/alastair-newton-0438994_lfma-qalis-flar-activity-7362343285723381760-wvevutm_source=share&utm_medium=member_ios&rcm=ACoAABEPLiEBhG4WH_A9E6CU1sJALeBwHVWPm0c https://www.linkedin.com/posts/alastair-newton-0438994_lfma-qalis-flar-activity-7362343285723381760-wvevutm_source=share&utm_medium=member_ios&rcm=ACoAABEPLiEBhG4WH_A9E6CU1sJALeBwHVWPm0c" [X Link](https://x.com/FroehlichThors1/status/1956635600263496177) 2025-08-16T08:34Z [---] followers, [---] engagements "@CatGCR @SharpLinkGaming @joechalom Competition is good and healthy - we need both - a strong $SBET and $BMNR" [X Link](https://x.com/FroehlichThors1/status/1956744509435326810) 2025-08-16T15:47Z [---] followers, [---] engagements "The Great Tulip Tantrum of [----] Once upon a time in the land of windmills clogs and cheese wheels the Dutch fell head over heelsnot for stroopwafels but for tulips. Yes tulips. Those colorful petals that today politely decorate suburban gardens once caused people to sell their houses cows and probably their favorite wooden shoes just to get their hands on a single bulb. At its peak one tulip bulb was worth more than a canal-side house in Amsterdam. Imagine explaining that to your spouse: Honey I traded the house for a flower that hasnt even bloomed yet but trust me its striped Of course as" [X Link](https://x.com/FroehlichThors1/status/1956746523514945902) 2025-08-16T15:55Z [---] followers, [---] engagements "@SeaCalypso1on1 This time it is different - SM is pushing this bubble beyond anything what we have seen so far" [X Link](https://x.com/FroehlichThors1/status/1956747590420074874) 2025-08-16T15:59Z [---] followers, [--] engagements "$SBET rumours flying around that Citadel took a large position in SBET - the facts are: Total number of shares held across entities (ignore the double counting): [-------] - of which ca. 80% fall into the category supporting their option market making business - no reason to get excited. K Griffin is simply listed because he's the beneficial owner of the group. SEC FILING: https://www.sec.gov/Archives/edgar/data/1721695/000110465925079320/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1721695/000110465925079320/xslSCHEDULE_13G_X01/primary_doc.xml" [X Link](https://x.com/FroehlichThors1/status/1957143143620730955) 2025-08-17T18:11Z [---] followers, [----] engagements "@sharplinkwhale My EW and crypto cycle gurus are telling me that we can go further down on ETH but targeting 6k by mid Sept. I do not have to explain to you what this means for SBET - even at 1x mNAV but beware of a sharp decline after FOMC" [X Link](https://x.com/FroehlichThors1/status/1957393079331180576) 2025-08-18T10:44Z [---] followers, [----] engagements "The trigger is another one this time - subprime back then - overheated stock and crypto market this time (not looking at the macro indicators below the surface). We will face a catastrophic decline in wealth (for those who remain long stocks and crypto) = consumption drops / earnings dive" [X Link](https://x.com/FroehlichThors1/status/1957400652595831184) 2025-08-18T11:14Z [---] followers, [---] engagements "@sharplinkwhale Are you aware of any institutions accumulating SBET" [X Link](https://x.com/FroehlichThors1/status/1957724473177841909) 2025-08-19T08:41Z [---] followers, [----] engagements "This discussion will die when $BTC reaches new ATHs - and resurfaces when it collapses. Let's revisit in Nov / Dec [----]. The $MSTR Ponzi scheme debate is exploding across social media. Andy Constan @dampedspring claims @Strategy is mostly a Ponzi scheme earning hundreds of thousands of views. @LynAldenContact pushed back leading to a heated hour-long debate on What Bitcoin Did pod. 🧵 The $MSTR Ponzi scheme debate is exploding across social media. Andy Constan @dampedspring claims @Strategy is mostly a Ponzi scheme earning hundreds of thousands of views. @LynAldenContact pushed back leading" [X Link](https://x.com/FroehlichThors1/status/1957790268796653840) 2025-08-19T13:02Z [---] followers, [---] engagements "The current doom and gloom surrounding $MSTR will likely fade in the coming weeksif and only if the theory of a blow-off top in $QQQ and the broader crypto market proves correct. Should that scenario play out Saylor will inevitably become the poster-boy villain once the bubble bursts. If however we have already entered a correction without a final euphoric surge his reckoning will arrive even sooner. One way or another it seems inevitable that $MSTR will ultimately go down in flames and may become a bail-out candidate. Hedge funds will yank this beast down hard - only to pick up the pieces" [X Link](https://x.com/FroehlichThors1/status/1958065336349073754) 2025-08-20T07:15Z [---] followers, [---] engagements "@HenrikZeberg @woonomic Something to consider for your webinar is the effect on crypto and the BOT scenario should the FED decide not cut interest rates (see Morgan Stanley)" [X Link](https://x.com/FroehlichThors1/status/1958252069833581032) 2025-08-20T19:37Z [---] followers, [---] engagements "@Ashcryptoreal This is neither breaking news nor any information of added value - this is retail money trading in an out" [X Link](https://x.com/FroehlichThors1/status/1958411789445517645) 2025-08-21T06:12Z [---] followers, [---] engagements "@Cointelegraph I experimented with it myself to gain a clearer understanding of this scam. My advice: steer clear of the fairytale nonsensethose who promise a thousandfold return on X. Its nothing more than blatant robbery" [X Link](https://x.com/FroehlichThors1/status/1958440568079401058) 2025-08-21T08:06Z [---] followers, [---] engagements "Humble - I like" [X Link](https://x.com/FroehlichThors1/status/1958461832961679471) 2025-08-21T09:31Z [---] followers, [---] engagements "Very wise words - grey hair has more experience than trainers and flip flops. Howard Marks just gave a warning about the current stock market environment boldly claiming we are in a stock market bubble Here's what he said: "It does seem that stocks are expensive relative to what I call fundamentals or you might call reality. The outstanding reason is https://t.co/pHBTAauy1z Howard Marks just gave a warning about the current stock market environment boldly claiming we are in a stock market bubble Here's what he said: "It does seem that stocks are expensive relative to what I call fundamentals" [X Link](https://x.com/FroehlichThors1/status/1958615750178218475) 2025-08-21T19:42Z [---] followers, [---] engagements "The words I read the most on X recently: 1) rate cut 2) re-test 3) higher lows" [X Link](https://x.com/FroehlichThors1/status/1958630637029793942) 2025-08-21T20:41Z [---] followers, [---] engagements "@i3_invest Just turn the chart around and you will see that the bull market has not even started yet (I think that is what they have been doing at Morgan Stanley) 😀" [X Link](https://x.com/FroehlichThors1/status/1958818695108550797) 2025-08-22T09:09Z [---] followers, [---] engagements "That looks like the Death Valley to me - doesn't it https://x.com/saylor/status/1958798168616739237 eyond the Horizon https://t.co/HY2PkjIrUV https://x.com/saylor/status/1958798168616739237 eyond the Horizon https://t.co/HY2PkjIrUV" [X Link](https://x.com/FroehlichThors1/status/1958819602344878426) 2025-08-22T09:12Z [---] followers, [---] engagements "All hell broke loose today - let's not get complacent. The correction will come in September. Keep an eye on the $VIX - great next opportunity" [X Link](https://x.com/FroehlichThors1/status/1958987234964586533) 2025-08-22T20:18Z [---] followers, [---] engagements "During the DotCom bubble and it's ultimate demise David Bailey was [--] years old and probably playing soccer with his friends and trying wild stunts on their BMX bicyles. Rest assured $BTC will have another bear market - and a pretty hefty one. Those who believe that #Bitcoin is the ultimate guarantee to become rich will end up in financial armageddon. There is no such asset class which keeps going up - NIL 💥BREAKING: TRUMP ADVISOR DAVID BAILEY SAYS THERES NOT GOING TO BE ANOTHER $BTC BEAR MARKET FOR SEVERAL YEARS. https://t.co/Dge38QpCRH 💥BREAKING: TRUMP ADVISOR DAVID BAILEY SAYS THERES NOT" [X Link](https://x.com/FroehlichThors1/status/1959497749604266425) 2025-08-24T06:07Z [---] followers, [---] engagements "🔜 There you go - Fidelity will start offering #Bitcoin #Ethereum #Litecoin into 401k. 🫣" [X Link](https://x.com/FroehlichThors1/status/1959568599971983460) 2025-08-24T10:48Z [---] followers, [---] engagements "The #FlashCrash on Aug 24th taught us a hard truth about #Bitcoin $BTC: When the OG wallets the digital aristocrats of crypto decide not just to reshuffle their chips but to cash out and ghost the party altogether Bitcoin doesnt just dip it gets straight-up nuked. Retail FOMO will scatter like pigeons in Times Square and $MSTR will faceplant so violently the NYSE might have to put it in a medically induced coma just to stop the bleeding. And lets be real if euphoria pushes BTC into the stratosphere way beyond ATHs you can bet your last satoshi those whales are already polishing the keys to" [X Link](https://x.com/FroehlichThors1/status/1959957356252418482) 2025-08-25T12:33Z [---] followers, [----] engagements "Id just like to add some context: bankstake Goldman Sachs for exampleoperate under strict capital requirements. The types of assets they can hold on their balance sheets are tightly constrained from a regulatory standpoint. The more volatile an asset is the greater the amount of equity the bank must reserve against itand #Bitcoin (and crypto in general) is notoriously volatile. Thats why whenever you hear headlines claiming a bank has bought crypto its almost always fake news: if anything theyve likely purchased it on behalf of a client not for their own balance sheet. And one more point I" [X Link](https://x.com/FroehlichThors1/status/1960057083216191527) 2025-08-25T19:09Z [---] followers, [---] engagements "Alex how dare you are calling an end to my Fazerland's lovely index :-) 30k is pushing it - all global equity markets are going to get hammered once USA is loosing steam. DAX was strongly driven by financials (Commerzbank takover attempts by Unicredit) and Rheinmetall (defense - big push due to Russia / Ukraine conflict) - keep that in mind" [X Link](https://x.com/FroehlichThors1/status/1960259888522637731) 2025-08-26T08:35Z [---] followers, [--] engagements "Didn't they say before Jackson Hole that they do not expect a cut at all I mean seriously who is running their research department - time for a shakeup at MS. MORGAN STANLEY SEES FED CUTS STARTING IN SEPTEMBER Morgan Stanley now expects the Fed to begin cutting rates in September after Chair Jerome Powell signaled greater concern over labor market risks at Jackson Hole. The bank forecasts a 25bp cut next month another in December MORGAN STANLEY SEES FED CUTS STARTING IN SEPTEMBER Morgan Stanley now expects the Fed to begin cutting rates in September after Chair Jerome Powell signaled greater" [X Link](https://x.com/FroehlichThors1/status/1960309630791270428) 2025-08-26T11:53Z [---] followers, [---] engagements "The U.S. housing market isnt just frothyits a full-blown bubble bath with far more sellers than buyers splashing around. Yet many sellers are still clinging to the fantasy that their asking price is carved in marble. Spoiler alert: the only way deals are getting done is with a markdown not a miracle. And those much-hyped Fed rate cuts They wont be the magic wand that turns todays buyers into wide-eyed mortgage signers. Sellers hoping otherwise might as well be waiting for the Tooth Fairy to underwrite their loan. The cold truth is that affordability has to improve and the only lever left is" [X Link](https://x.com/FroehlichThors1/status/1960600788796891241) 2025-08-27T07:10Z [---] followers, [---] engagements "$MSTR - how is that statistically even possible that $STRD has nil correlation to $BTC if MSTR only holds BTC S&P / Moody's wake TF up This is borderline braindead. $STRD currently offers an Effective Yield of 12.6%. https://t.co/0cRDMksLNK $STRD currently offers an Effective Yield of 12.6%. https://t.co/0cRDMksLNK" [X Link](https://x.com/FroehlichThors1/status/1960607101513818392) 2025-08-27T07:35Z [---] followers, [---] engagements "@JacobKinge It is all retail money - Fidelity and Blackrock are no cypto whales" [X Link](https://x.com/FroehlichThors1/status/1960622785937514870) 2025-08-27T08:37Z [---] followers, [--] engagements "Looking fwd to joining tomorrow. Henrik I guess of great interest (at least for me but probably also for the wider audience) will be the question why you are suggesting a sharp decline in the gold price (in line with equities) this time to begin with before it rishes from the ashes. I can see that gold does not like recession but potentially fear of wider and much deeper cracks in the system keep it up or at least the deline will be less severe (in line with =1929) Thanks Thorsten" [X Link](https://x.com/FroehlichThors1/status/1960778125488304549) 2025-08-27T18:55Z [---] followers, [---] engagements "@zoomyzoomm It was Porsche - not Ferrari" [X Link](https://x.com/FroehlichThors1/status/1960933313956266333) 2025-08-28T05:11Z [---] followers, [--] engagements "Just a few days ago ARK was criticized for dumping shares in $BMNR. They knew the [--]. wave of PIPE shares released into the market would be hitting the price. They now re-accumulated. JUST IN: Ark Invest bought another [------] of $ETH treasury company $BMNR shares on August [--]. https://t.co/ki9lmGmPKC JUST IN: Ark Invest bought another [------] of $ETH treasury company $BMNR shares on August [--]. https://t.co/ki9lmGmPKC" [X Link](https://x.com/FroehlichThors1/status/1960952965906203113) 2025-08-28T06:29Z [---] followers, [---] engagements "$SBET seems to be glewed to $19 - breakout coming" [X Link](https://x.com/FroehlichThors1/status/1961064429551825040) 2025-08-28T13:52Z [---] followers, [---] engagements "$BMNR $SBET" [X Link](https://x.com/FroehlichThors1/status/1961355416329224320) 2025-08-29T09:09Z [---] followers, [---] engagements "@HenrikZeberg Literally just re-posted this a minute ago. Great minds think alike :-) https://x.com/FroehlichThors1/status/1961800257886384517 Commodities will be "The Thing" once stock markets loose steam and the FED starts to cut rates - setting the grounds for re-inflation. https://x.com/FroehlichThors1/status/1961800257886384517 Commodities will be "The Thing" once stock markets loose steam and the FED starts to cut rates - setting the grounds for re-inflation" [X Link](https://x.com/FroehlichThors1/status/1961800644169216469) 2025-08-30T14:38Z [---] followers, [----] engagements "This may sound like a grumpy old man: Most of the so called crypto influencers on X are young people with very poor education sitting in front of [--] screens in their flip flops and trainers posting tweeds driven by fear greed or fake news. Its time for you guys to be taught a lesson by Capital Markets and then you can sell your Rolexes at a discount to find a normal job to pay for food - not yet though" [X Link](https://x.com/FroehlichThors1/status/1962178216124170451) 2025-08-31T15:38Z [---] followers, [---] engagements "Is it just me or am I reading that #inflation is under pressure (= #deflation) in Asia YoY (actual / forecast) Pakistan: 3% / 4.4% Indonesia: 2.17% / 2.3% South Korea: 1.7% vs. 2.0% Japan (CPI): 2.5% / 2.7% Malaysia: -3.8% / -5.0% Bahrain: -0.9% / 0.3% Singapore (PPI): -2.4% / -3.2% Philippines: -0.27% / -0.5%" [X Link](https://x.com/FroehlichThors1/status/1962858293316989122) 2025-09-02T12:40Z [---] followers, [----] engagements "HOW THE FED CAN CALM DOWN BOND MARKETS With nearly $400 billion in non-investment grade debtcommonly referred to as junk bondsset to mature by [----] it seems reasonable to assume that the Federal Reserve may eventually revive the Bank Term Funding Program (BTFP). This facility was originally introduced in March [----] following the collapse of Silicon Valley Bank and subsequently wound down a year later. The BTFP enables banks with access to the Feds funding window to refinance debt at par value regardless of the bonds market price. In practical terms this means that even if a bond is trading at" [X Link](https://x.com/FroehlichThors1/status/1962937761130021303) 2025-09-02T17:56Z [---] followers, [---] engagements "I think COVID was a special sit - but generally agreed. (1) new highs in stock markets + crypto and rising bond yields (2) sharp correction of stock markets / crypto will get crushed bond yields smashed (3) Central banks will continue to cut rates to fight of recession (4) Inflation re-emerges with long term commodities bull market (bonds will tank) - equities will not recover to their previous ATHs for a while" [X Link](https://x.com/FroehlichThors1/status/1963159290966884712) 2025-09-03T08:37Z [---] followers, [---] engagements "With 30-year yields climbing like ivy on a neglected wall the message is pretty clear: were inching closer to a recession. And yet the panic feels completely out of waccpun fully intended. The truth is in the medium to long run well need to cozy up to a world of higher #inflation and higher rates. Just ask our parentsthey practically lived through it in bell bottoms. Japan [--] year exploding to the upside trading in "uncharted" territory. The panic is on. Japan [--] year exploding to the upside trading in "uncharted" territory. The panic is on" [X Link](https://x.com/FroehlichThors1/status/1963185774574080392) 2025-09-03T10:22Z [---] followers, [---] engagements "Just in - mortgage applications down 1.2% 30Y mortgage rate down [--] bps----all this panic. Keep calm and carry on" [X Link](https://x.com/FroehlichThors1/status/1963195943697760521) 2025-09-03T11:02Z [---] followers, [---] engagements "$ETH #Ethereum hoovering towards launchpad - just saying.squeeeeeeeeeeeeeze incoming for $SBET and $BMNR. 👀" [X Link](https://x.com/FroehlichThors1/status/1963228911933747474) 2025-09-03T13:13Z [---] followers, [---] engagements "@ $SBET - your dashboard is meant well but change it. You want transparency Make it transparent Missing is: (1) Number of fully diluted shares - don't let your shareholders reverse engineer it (2) Amount held in unencumbered cash Put your words into action https://www.sharplink.com/eth-dashboard https://www.sharplink.com/eth-dashboard" [X Link](https://x.com/FroehlichThors1/status/1963269117898821996) 2025-09-03T15:53Z [---] followers, [----] engagements "@MAGAHunter2025 That's not whinning that is called shareholder activism" [X Link](https://x.com/FroehlichThors1/status/1963269710331396464) 2025-09-03T15:55Z [---] followers, [---] engagements "💡 $SBET A Contrarian Perspective Despite the waves of negativity lets step back and focus on the data: [--] Volume Trends Trading volume has been tapering off recently [--] Short Interest As of August [--] reported short interest stood at 17.77M shares already up a staggering 70% from July [--]. The August [--] update isnt out yet but its reasonable to assume the number has climbed further (ignoring the ATM impact on share count). [--] Valuation Check At the current price of 0.91x SBET is effectively trading around $4075 in $ETH terms not accounting for the $70M in cash still on the books. 🚀 What this" [X Link](https://x.com/FroehlichThors1/status/1963336145456259283) 2025-09-03T20:19Z [---] followers, [---] engagements "30Y Bond Yields - auctions in #Spain and #France did running smoothly slightly increased yields - as one expects before the anticipated roll-over of the econcomy. No need to panic. We have not seen a #recession since 2008/09 and totally forgot how that feels (Covid aside that was a special sit) - Oblivion" [X Link](https://x.com/FroehlichThors1/status/1963544827104026925) 2025-09-04T10:09Z [---] followers, [---] engagements "@great_martis You are wrong on both - recession incoming deflation first - then inflation" [X Link](https://x.com/FroehlichThors1/status/1963581205397324212) 2025-09-04T12:33Z [---] followers, [---] engagements "$SBET - you can now officially buy $ETH #Ethereum at a 13% discount worth $3760. Retail dumping these shares - only a question of time for a smart (hedge) fund to step in & also flushing out the shorts. The swing could be enormeous unless they keep tapping into ATM below 1x mNAV - but if they do not commit fraud and their dashboard is accurate SBET is an absolute bargain👀" [X Link](https://x.com/FroehlichThors1/status/1963605087655191022) 2025-09-04T14:08Z [---] followers, [---] engagements "@zerohedge [----] commodities super cycle with stickier inflation. No brainer" [X Link](https://x.com/FroehlichThors1/status/1963662803060863023) 2025-09-04T17:57Z [---] followers, [---] engagements "That is - for a change - quite smart. ARK knew that the 2nd PIPE was released and they sold before. Since then they have been adding and buying the dip. $SBET requires institutional buy-in - like $BMNR has. SBET trading at 0.85x is a bargain. A (hedge) fund could easily pick up the shares and buy in size - flushing out the shorts at the same time. PS: ARK will be a great short (again) once we reach euphoria. BREAKING: 🚨 Cathie Woods ARK Invest just scooped up [-----] shares of $BMNR BitMine Immersion this week 👀 https://t.co/LVx0zNdaNG BREAKING: 🚨 Cathie Woods ARK Invest just scooped up" [X Link](https://x.com/FroehlichThors1/status/1963665388694389065) 2025-09-04T18:08Z [---] followers, [---] engagements "Where did all the panic and noise go on bond yields" [X Link](https://x.com/FroehlichThors1/status/1963678937307070813) 2025-09-04T19:01Z [---] followers, [---] engagements "@crypto_birb @DiesZeroNow Tomorrow - depending on NFP. Up - Down - Final Wave with BOT by the end of Oct. If BTC falls below 98k Altseason is cancelled" [X Link](https://x.com/FroehlichThors1/status/1963691951158710691) 2025-09-04T19:53Z [---] followers, [--] engagements "What happend to the panic around bond yields - amateurs" [X Link](https://x.com/FroehlichThors1/status/1963965114643624081) 2025-09-05T13:59Z [---] followers, [---] engagements "$BMNR / $SBET - why not taking a revolver against your staking rewards to buy back shares below 1x and purchase additional $ETH above Take part of the proceeds to also buy DOTM puts on ETH. It is fairly simple. If your shares start trading above 1x the lender can swap the revolver into shares. Try to be a bit more creative" [X Link](https://x.com/FroehlichThors1/status/1963986494076449218) 2025-09-05T15:24Z [---] followers, [----] engagements "@CestrianInc I am long above both ears - and this is good news but expected. There are smart solutions how to heal this issue but management lacks the structuring expertise otherwise they would have pulled something off already. $SBET is a bargain" [X Link](https://x.com/FroehlichThors1/status/1964026358046028273) 2025-09-05T18:02Z [---] followers, [---] engagements "The pain for American households - and thus the dramatic impact on disposable wealth will be draconian once the $QQQ bubble pops. This will amplify deflation in the short term. BREAKING: Households mutual funds pension funds and foreign investors allocation to US equities is up to a record 55%. This marks a [--] percentage point increase over the last [--] months. By comparison this percentage was 51% at the peak of the [----] Dot-Com Bubble. As a https://t.co/2VHDrSJA4g BREAKING: Households mutual funds pension funds and foreign investors allocation to US equities is up to a record 55%. This marks a" [X Link](https://x.com/FroehlichThors1/status/1964428059265606083) 2025-09-06T20:38Z [---] followers, [---] engagements "With 66% of the forecast either far right or left - the poltical centre is more or less gone. Populists on the move in #Germany. Open your history books. If AfD doesnt win Germany is kaput If AfD doesnt win Germany is kaput" [X Link](https://x.com/FroehlichThors1/status/1965325055405293662) 2025-09-09T08:03Z [---] followers, [---] engagements "$SBET - a simple way of doing this is: (1) Issue delta one notes to an instititional investor at a discount to the current share price. (2) Use proceeds to buy back shares. (3) The investor can take physical delivery at any given point in time - up to the approved $1.5B. Effect: No dilution flush out the shorts mNAV [--]. Easy if they have an investor lined up. $SBET repurchases [------] of its own shares at an average price of $15.98 The company also reaffirms that their ATM has not been utilized while the stock trades under an mNAV of [--]. https://t.co/6jrt5caZSt $SBET repurchases [------] of its" [X Link](https://x.com/FroehlichThors1/status/1965394700010922362) 2025-09-09T12:39Z [---] followers, [---] engagements "How to push shares of #crypto treasury companies when they are trading sub 1x mNAV without dilution and the issuance of debt The most effective way for a treasury company to restore its stock price to 1.0x mNAV when trading at a discount is as follows (for example assume the stock trades at $10 representing 0.9x mNAV): (1) The company issues delta-one notes at $9 (or potentially lower) to institutional investors or large retail clients. (2) The proceeds are then used to repurchase shares with careful consideration of existing short interest in order to potentially trigger a short squeeze. (3)" [X Link](https://x.com/FroehlichThors1/status/1965505628685647889) 2025-09-09T20:00Z [---] followers, [---] engagements "Today I joined a call with $SBET s CEO @joechalom. Unfortunately my proposal regarding a strategic approach to repurchasing shareswithout incurring debt or causing dilutionwas not presented by the moderators. That said I came away impressed by a highly focused CEO who demonstrates a clear long-term vision and remains unfazed by the short-term noise surrounding his company" [X Link](https://x.com/FroehlichThors1/status/1965795815315624121) 2025-09-10T15:13Z [---] followers, [---] engagements "@mNAVBaseLine @MicroStrategy Many thanks for this thorough step-by-step explanation" [X Link](https://x.com/FroehlichThors1/status/1966199603398848809) 2025-09-11T17:58Z [---] followers, [--] engagements "Citadel buys and sells to manage their option market making delta - this informtion is wrong and misleading. $SBET Institutional whales are piling in Citadel Advisors just scooped up 7.89M shares (+$134M value) boosting their stake to 4.75%. BlackRock added 59.8K shares while insiders Obie McKenzie Robert Gutkowski and Leslie Bernhard each grabbed 13.3K. Total ownership climbing https://t.co/EWQDoUSnuT $SBET Institutional whales are piling in Citadel Advisors just scooped up 7.89M shares (+$134M value) boosting their stake to 4.75%. BlackRock added 59.8K shares while insiders Obie McKenzie" [X Link](https://x.com/FroehlichThors1/status/1967588813812949288) 2025-09-15T13:58Z [---] followers, [---] engagements "There seems to be a lot of confusion around bond yields - let's take the example for $TLT (chart below) and the performance of the fund / ETF post #COVID. The FED flushed the market with liquidty after the outbreak: TLT and yields Once inflation started to kick in the FED hiked interest rates: TLT and yields . Why is that When central banks cut interest rates heres what generally happens to bonds: Bond prices rise Existing bonds with higher fixed coupon payments become more attractive compared to newly issued bonds (which will offer lower yields in the new low-rate environment). As demand for" [X Link](https://x.com/FroehlichThors1/status/1967672962930311659) 2025-09-15T19:32Z [---] followers, [---] engagements "Aside from Oracle shooting up 40% on some AI hanky-panky with OpenAIwho hilariously need to rattle their own tin cup just to pay for the contractand Tommy Lee swearing hell toss 200k at Bitcoin like its an afterparty bar tab I fail to spot any real bulls in the field. So tell me Henrik where are they hiding" [X Link](https://x.com/FroehlichThors1/status/1967902558292222073) 2025-09-16T10:45Z [---] followers, [---] engagements "DAT companies liked $SBET $BMNR $MSTR and $UPXI plus many others are torpedos & rockets - they can sink your ship or fly you to the moon. The word treasury simply does not fit" [X Link](https://x.com/FroehlichThors1/status/1967968594270228649) 2025-09-16T15:07Z [---] followers, [---] engagements "@great_martis DAX is running out of steam - 20k soon and further down dragged down by SPX and Nasdaq" [X Link](https://x.com/FroehlichThors1/status/1968012137223303292) 2025-09-16T18:00Z [---] followers, [--] engagements "Charts - Part [--] (Boom & Bust) Housing Market Bubble (2003-2007) versus crash year (2008)" [X Link](https://x.com/FroehlichThors1/status/1968040273973518401) 2025-09-16T19:52Z [---] followers, [---] engagements "The short sellers in $BMNR $SBET and $UPXI are about to find out what it feels like to sit on a barbecue grill. Im expecting a rally that could be turbo-charged by panicked shorts covering their positions. Might be wise to lace up your running shoesbecause this train isnt waiting" [X Link](https://x.com/FroehlichThors1/status/1968687814821740546) 2025-09-18T14:45Z [---] followers, [---] engagements "$TLT merits closer attention. My working assumptions are as follows: The Federal Reserve is likely to continue cutting interest rates into early [----] in response to a slowing economy. A recession would most likely accelerate the rotation from equities into bonds while the U.S. dollar would regain its status as a relative safe haven. If both assumptions prove correct $TLT could stand out as a significant beneficiaryespecially for investors based outside the U.S. dollar zone" [X Link](https://x.com/FroehlichThors1/status/1968959335880356321) 2025-09-19T08:44Z [---] followers, [---] engagements "$ETH $SUI $JASMY $WIF $BTC #crypto flash sale - what to do Here is your answer:" [X Link](https://x.com/FroehlichThors1/status/1970027444477288709) 2025-09-22T07:28Z [---] followers, [---] engagements "@mNAVBaseLine $SBET next in line" [X Link](https://x.com/FroehlichThors1/status/1970091534080172524) 2025-09-22T11:43Z [---] followers, [---] engagements "Well well well when the Subprime Crisis cracked open (starting with Bear Stearns hedge funds imploding in the summer of 2007) banks suddenly found themselves babysitting billions in debt worth only pennies on the dollar. Painful yesbut at least those IOUs were backed by actual bricks mortar and picket fences. Now contrast that with #crypto: at the end of the day its just code. Elegant ingenious code perhapsbut still no house to repossess no land to auction off no McMansion in the suburbs to slap a For Sale sign on. Just math" [X Link](https://x.com/FroehlichThors1/status/1970109766325112973) 2025-09-22T12:55Z [---] followers, [---] engagements "I mean folksthis is what euphoria looks like when youve been hanging around for a quarter of a century. All-time highs popping up like champagne corks#gold #silver the S&P $SPX house pricesyou name it. Bond yields Barely twitching despite all the drama. And just wait until crypto stumbles into the party like that late guest who immediately takes over the dance floor. The so-called altcoin season will crank up FOMO will go full blast and everything else will levitate a little higher. Junk stocks like $PLTR will get yanked above $200 some company will announce the worlds first trillion-dollar" [X Link](https://x.com/FroehlichThors1/status/1970225437784625246) 2025-09-22T20:35Z [---] followers, [----] engagements "The most consequential speech today was not Jerome Powells remarks on the economic outlook but Donald Trumps address to the UN General Assembly. With it geopolitics has entered a new era of disruption unlike anything witnessed since the Second World War. It is a must watch" [X Link](https://x.com/FroehlichThors1/status/1970559785662882242) 2025-09-23T18:43Z [---] followers, [---] engagements "The answer is: $SBET $BMNR $UPXI et al $MSTR is still a bullish chart but I dont chart $MSTR much anymore because I believe other assets will continue to outperform it. Its all about percentages and I see greater potential in $COIN crypto miners and treasuries. https://t.co/Uds6wc9Egk $MSTR is still a bullish chart but I dont chart $MSTR much anymore because I believe other assets will continue to outperform it. Its all about percentages and I see greater potential in $COIN crypto miners and treasuries. https://t.co/Uds6wc9Egk" [X Link](https://x.com/FroehlichThors1/status/1970560646245679334) 2025-09-23T18:47Z [---] followers, [---] engagements "Jerome Powell's speach sent yields down - watch the bond not the stock or crypto market" [X Link](https://x.com/FroehlichThors1/status/1970562087140360197) 2025-09-23T18:53Z [---] followers, [---] engagements "@19_MAXIMU5 @HenrikZeberg The FED does NOT step in to safeguard the equity market. They may support the bond market" [X Link](https://x.com/FroehlichThors1/status/1970765346941579448) 2025-09-24T08:20Z [---] followers, [--] engagements "Here comes the ice age - Ifo index (business climate) in Germany cools off. With China in deflation the USA weakening the world economy has started to stall - like it or not. First (proper) recession in [--] years inbound" [X Link](https://x.com/FroehlichThors1/status/1970803929320419600) 2025-09-24T10:54Z [---] followers, [--] engagements "@AltcoinDaily We will - 100% guaranteed. In the next bear market" [X Link](https://x.com/FroehlichThors1/status/1970895745613005126) 2025-09-24T16:58Z [---] followers, [--] engagements "#crypto today. $ETH $SOL $BTC $WIF $JASMY $SUI - you name it. Torpedos and rockets that is all they are" [X Link](https://x.com/FroehlichThors1/status/1971268147153076660) 2025-09-25T17:38Z [---] followers, [---] engagements "This is how a perfect setup of an #Altseason should look like $BTC slightly up $ETH $SOL. $SUI and many more up significantly stronger - BTC dominance down. Is this the start of the season everyone is waiting for or just another fake attempt Few more days in September.time will tell" [X Link](https://x.com/FroehlichThors1/status/1971647893972176955) 2025-09-26T18:47Z [---] followers, [---] engagements "@Fibonacci_TA $65ish inbound" [X Link](https://x.com/FroehlichThors1/status/1971824981249347828) 2025-09-27T06:31Z [---] followers, [--] engagements "Competition is good and best for shareholders - strong DATs like $SBET and $BMNR $ETH $10K 🐐🐐🐐 https://t.co/J6KZNh7Muj $ETH $10K 🐐🐐🐐 https://t.co/J6KZNh7Muj" [X Link](https://x.com/FroehlichThors1/status/1973666091089142199) 2025-10-02T08:27Z [---] followers, [---] engagements "@HenrikZeberg If we get near to these targets +/-15% on $SBET $UPXI and $BMNR by the end of October- I will send you a case of champagne - word" [X Link](https://x.com/FroehlichThors1/status/1973810758741115087) 2025-10-02T18:02Z [---] followers, [---] engagements "The Handelsblatt Morons strike again - calling $BTC the super hedge" [X Link](https://x.com/FroehlichThors1/status/1974838111533248989) 2025-10-05T14:04Z [---] followers, [---] engagements "@mNAVBaseLine Crypto will experience a massive final BOT before crashing hard - very hard" [X Link](https://x.com/FroehlichThors1/status/1975233145709699253) 2025-10-06T16:14Z [---] followers, [--] engagements "The recent shakeout in $BTC and especially in $ETC once again underscores that #crypto remains an asset class defined by extreme velocity and volatility. With the $DXY potentially having found a bottom and the $USD showing signs of renewed strength its fair to ask whether it might be time to begin de-risking. However as long as bond yields dont experience a sharp compression and continue to oscillate within their current range the risk-on sentiment is likely to persist" [X Link](https://x.com/FroehlichThors1/status/1976356325207511335) 2025-10-09T18:37Z [---] followers, [---] engagements "@mNAVBaseLine @intocryptoverse Start suggesting that people should consider buying TSLA - because they are early and that will change quickly" [X Link](https://x.com/FroehlichThors1/status/1977679069081899156) 2025-10-13T10:13Z [---] followers, [--] engagements "BLOOMBERG: Not breaking news - but if an investment legend like Paul Tudor Jones expects an Euphoria to built you better listen to someone who has produced stellar returns over decades and has seen it all. Tech stocks will lift off for their last run - probably taking cryto with them. https://www.bloomberg.com/news/articles/2025-10-14/billionaire-paul-tudor-jones-sees-nasdaq-higher-by-end-of-year https://www.bloomberg.com/news/articles/2025-10-14/billionaire-paul-tudor-jones-sees-nasdaq-higher-by-end-of-year" [X Link](https://x.com/FroehlichThors1/status/1978122321735901616) 2025-10-14T15:34Z [---] followers, [---] engagements "I mean what is this - opening a short of that magnitude and closing it a few days later Either you have no balls or want to hide / disguise something. #crypto is so immature and primarily driven by Lamborghini driving amateurs with Rolexes around their wrists that this market deserves a proper bear market and proper regulation - because without that it will never become a serious asset class. JUST IN: The BTC whale has now fully closed his $500M Bitcoin short over the past [--] hours on Hyperliquid. https://t.co/ypFqX2jHbO JUST IN: The BTC whale has now fully closed his $500M Bitcoin short over" [X Link](https://x.com/FroehlichThors1/status/1978200918492377411) 2025-10-14T20:47Z [---] followers, [---] engagements "#Crypto right now $BTC $SOL $ETH $WIF $JASMY $SUI $ALGO etc. etc" [X Link](https://x.com/FroehlichThors1/status/1978360465597051313) 2025-10-15T07:21Z [---] followers, [---] engagements "Argentina bail-out Is anyone paying attention https://popular.info/p/update-hedge-fund-billionaire-pressed https://popular.info/p/update-hedge-fund-billionaire-pressed" [X Link](https://x.com/FroehlichThors1/status/1978383707166630264) 2025-10-15T08:53Z [---] followers, [---] engagements "Stop the fearmongering. This isnt [----] and theres no banking crisis brewing. What were seeing now RRP balances falling and SRF usage ticking up is exactly what happens when markets expect rate cuts. Cash moves out of the Feds reverse repo facility and back into the market to chase yield. Back in March [----] when Silicon Valley Bank collapsed the Fed had to roll out the Bank Term Funding Program (BTFP) that was emergency liquidity. The SRF is the opposite: its a normal operational facility part of the plumbing of the financial system. When QE or rate cuts are on the horizon RRP declines and SRF" [X Link](https://x.com/FroehlichThors1/status/1978561126850801872) 2025-10-15T20:38Z [---] followers, [---] engagements "Stop the fearmongering. This isnt [----] and theres no banking crisis brewing. What were seeing now RRP balances falling and SRF usage ticking up is exactly what happens when markets expect rate cuts. Cash moves out of the Feds reverse repo facility and back into the market to chase yield. Back in March [----] when Silicon Valley Bank collapsed the Fed had to roll out the Bank Term Funding Program (BTFP) that was emergency liquidity. The SRF is the opposite: its a normal operational facility part of the plumbing of the financial system. When QE or rate cuts are on the horizon RRP declines and SRF" [X Link](https://x.com/FroehlichThors1/status/1978561590992773568) 2025-10-15T20:40Z [---] followers, [--] engagements "Stop the fearmongering. This isnt [----] and theres no banking crisis brewing. What were seeing now RRP balances falling and SRF usage ticking up is exactly what happens when markets expect rate cuts. Cash moves out of the Feds reverse repo facility and back into the market to chase yield. Back in March [----] when Silicon Valley Bank collapsed the Fed had to roll out the Bank Term Funding Program (BTFP) that was emergency liquidity. The SRF is the opposite: its a normal operational facility part of the plumbing of the financial system. When QE or rate cuts are on the horizon RRP declines and SRF" [X Link](https://x.com/FroehlichThors1/status/1978561790200975658) 2025-10-15T20:41Z [---] followers, [---] engagements "@HenrikZeberg - Do you really think a rotation into crypto will be driven by investors exiting gold Most of golds recent rally has been fueled by central banks and institutional players not retail. In fact it feels like FOMO-driven retail investors are only just starting to join the gold trade now. What am I missing here" [X Link](https://x.com/FroehlichThors1/status/1979152593965224400) 2025-10-17T11:48Z [---] followers, [----] engagements "@PWebborn Uhh I am long $ALGO - cannot wait. Love Paul's work" [X Link](https://x.com/FroehlichThors1/status/1979172073915170982) 2025-10-17T13:06Z [---] followers, [--] engagements "If the Chinese Central Bank were a hedge fund it might swap some of its precious bullion for Treasuries again. But with the current geopolitical drama U.S. debt is about as trendy in mainland China as socks with sandals. @themarketsniper Wait and see 🙋🏼♂😉 @themarketsniper Wait and see 🙋🏼♂😉" [X Link](https://x.com/FroehlichThors1/status/1979185682917584898) 2025-10-17T14:00Z [---] followers, [---] engagements "If $ETH breaks all ATHs there will be FOMO developing among institutional investors which might cause a bubble by itself - watch dumb institutions (they also exist) buying at the top. $BMNR and $SBET were early. This still wont protect us from a bear market but may put further fuel in the tank. 🚨JUST IN: Huobi founder and top Asian investors are launching a $1B Ethereum trust to accumulate $ETH reportedly eyeing a Nasdaq shell company for the deal. https://t.co/YH4t04GGbH 🚨JUST IN: Huobi founder and top Asian investors are launching a $1B Ethereum trust to accumulate $ETH reportedly eyeing" [X Link](https://x.com/FroehlichThors1/status/1979224596269449690) 2025-10-17T16:34Z [---] followers, [---] engagements "@TedPillows $JASMY and $WFI" [X Link](https://x.com/FroehlichThors1/status/1946984449905664090) 2025-07-20T17:24Z [----] followers, [---] engagements "Should we reach the moon (current ETA: sometime October 2025) and you are looking for a quick ride back to reality you may want to remember the security $SLPR and for the ones who fancy a super fast return ticket (with bumps in between) check out $MSTS. No investment advice" [X Link](https://x.com/FroehlichThors1/status/1956330813559066992) 2025-08-15T12:23Z [----] followers, [---] engagements "$CBK - active delta management" [X Link](https://x.com/FroehlichThors1/status/1957418557769167220) 2025-08-18T12:25Z [----] followers, [---] engagements "Just asking - if what they call the #Altseason is actually going to happen - predicting a potential crypto market cap 12TN - why does it matter if the FED cuts 25bps. It is a drop in the ocean. You cannot really tell me that this narrative depends on Powell. Either you believe in something or you don't - it is all about conviction not Jerome" [X Link](https://x.com/FroehlichThors1/status/1958590273019167078) 2025-08-21T18:01Z [----] followers, [---] engagements "$VLY: Valley National Bank's commercial real estate (CRE) exposure is so towering its practically constructing a skyscraper of risk on shaky ground With a jaw-dropping 475% of its tier-one capital tied up in CRE loans as of Q4 [----] amounting to $28 billion of its $50 billion loan portfolio Valley is teetering on the edge of a financial fault line. Thats 64% of its loans betting on office buildings retail spaces and multifamily properties hoping they dont turn into ghost towns in a market rattled by 19.6% office vacancy rates and $9.3 billion in CRE loan delinquencies across major banks in" [X Link](https://x.com/FroehlichThors1/status/1963171940740333845) 2025-09-03T09:27Z [----] followers, [---] engagements "$SBET - perfect timing to buy back some shares Do you have cash lined up" [X Link](https://x.com/FroehlichThors1/status/1963598443462455742) 2025-09-04T13:42Z [----] followers, [---] engagements "@HenrikZeberg If your predictions are correct we should see FR25Y's yields going to the moon not long after the equity markets have faltered but government and corporate bonds will be a safe haven for a little while" [X Link](https://x.com/FroehlichThors1/status/1965024927825948970) 2025-09-08T12:10Z [----] followers, [---] engagements "$SBET - for the first time in days (if not weeks) SBET is outperforming $ETH - this may be amplified by shorts closing their positions. With their hands tied to their back the management needs mNAV [--] as the cash they currently have on hand is not sufficient to move the needle by buying back stock. NOTE: End of August short interest still not published. Once that number comes out vol should rise. https://twitter.com/i/web/status/1965062456402673669 https://twitter.com/i/web/status/1965062456402673669" [X Link](https://x.com/FroehlichThors1/status/1965062456402673669) 2025-09-08T14:39Z [----] followers, [---] engagements "$DotCom is so back 👀 ⚠ Oracles share price advanced 38% announcing a big AI services pipeline. Caveat: the bulk of the pipeline stems from OpenAI which is heavily loss making - hence they can only honour the contracts vis--vis Oracle if they raise hundreds of billions of dollars themselves" [X Link](https://x.com/FroehlichThors1/status/1966494557513961704) 2025-09-12T13:30Z [---] followers, [---] engagements "I like all the updates on crypto related stocks - but for the investors who (a) believe that crypto in general has further to go and (b) want to remain diversified I suggest looking at $DAVV makes sense to consider. $COIN weekly Ichimoku Tenkan (blue line) is at [---] It'd be important for $COIN to close above that level this week if this breakout is real. https://t.co/UqgSRRqIjB $COIN weekly Ichimoku Tenkan (blue line) is at [---] It'd be important for $COIN to close above that level this week if this breakout is real. https://t.co/UqgSRRqIjB" [X Link](https://x.com/FroehlichThors1/status/1972680435508351124) 2025-09-29T15:10Z [----] followers, [----] engagements "Which event today might prove to be the equivalent of the Bear Stearns hedge fund liquidation in the summer of [----] I was right in the middle of that storm working at Lehman Brothers in the Prime Services division servicing institutions and hedge funds providing (among other things) leverage. In my humble view the warning signs are flashing again. Large private equity firms that loaded up on private debt are now sprinting for the exits trying to package and launch private debt ETFs promising attractive returns. In reality theyre offloading their risk onto FOMO-driven retail investors. Its" [X Link](https://x.com/FroehlichThors1/status/1978188292148342924) 2025-10-14T19:56Z [---] followers, [---] engagements "@TheBitcoinConf Saylor reckons 13MLN - Tommy Lee is being modest :-)" [X Link](https://x.com/FroehlichThors1/status/1978883652441215031) 2025-10-16T18:00Z [---] followers, [----] engagements "There will be a point that traders will be sh***ing their pants and the good old spot market will have its come back driving the market. 🙌🚀 - hanky panky lev longs will be my exit candidates (including FOMO retail - lev longs will join the dumb money party at the end - word). Bitcoin has fallen to $105K and is fighting to reclaim its lifeline support. The Risk Index remains stable showing no signs of strong-hand panic selling yet. With price retesting the $105K$106K zone and below watch for signs of destabilization and rising risk. Any stress https://t.co/reVeYEnPP1 Bitcoin has fallen to" [X Link](https://x.com/FroehlichThors1/status/1979171762123272609) 2025-10-17T13:04Z [---] followers, [---] engagements "And now have a look at $FAS - that is what QE does to financial stocks. Rocket fuel Financial stocksparticularly bank stockshave enjoyed a strong run throughout the period of quantitative tightening (QT). However with quantitative easing (QE) now appearing on the horizon and market sentiment deteriorating by the week its worth remembering that the Federal https://t.co/tIQNVAbM0V Financial stocksparticularly bank stockshave enjoyed a strong run throughout the period of quantitative tightening (QT). However with quantitative easing (QE) now appearing on the horizon and market sentiment" [X Link](https://x.com/FroehlichThors1/status/1979184916030951606) 2025-10-17T13:57Z [---] followers, [---] engagements "@AndreasSteno Put $FAZ on your watchlist" [X Link](https://x.com/FroehlichThors1/status/1979187875758428577) 2025-10-17T14:08Z [---] followers, [---] engagements "I do want to be the $BTC party pooper - but 18% will give us just about the recent ATH. However: if BTC remains sound and solid we potentially have a chance of the rotation every ALT fan is waiting for. But lets be honest - the level of complaining & moaning about the performance is one for the history books. People are going mental and start crying whilst we are hoovering around ATHs. Just grow up #crypto bros" [X Link](https://x.com/FroehlichThors1/status/1979654985345568840) 2025-10-18T21:05Z [---] followers, [---] engagements "Despite all the panic and noise around regional banks and the FED running out of cash (they can never do) below chart just signals nothing more or less that we are entering QE - no need to panic until further notice. Most of you guys on X never experienced a proper crisis. We are not there yet - just a transition" [X Link](https://x.com/FroehlichThors1/status/1979659317566644390) 2025-10-18T21:22Z [---] followers, [---] engagements "My personal rotation over the coming [--] months: 1) $GOLD and $SILVER - long term holder I stay long although I expect a sharp decline but cannot be bothered but may scalp 2) #crypto & DATs very bullish short term - risk on for the coming weeks and months but then cut down to zero 3) Pension plan moving from cash into bonds - yields are going to get hammered 4) #commodities - will enter in size with re-inflation 2026+ - 5Y plan - probably significant overweight in commodities gold and silver - the debt bubble can only be tackled with higher inflation (BTW - sonething we have not seen in 3-4" [X Link](https://x.com/FroehlichThors1/status/1979662719235334145) 2025-10-18T21:35Z [---] followers, [---] engagements "$GOLD and $SILVER undeniably both have enjoyed an impressive rally up to this point. Increasingly voices are suggesting that a correction is (over)due and that sentiment feels justified. Meanwhile #crypto enthusiasts continue to argue that a rotation into $BTC may be imminent and they could well be right. That said the recent GOLD rally has been driven primarily by central banks and institutional investors while retail participation is only beginning to pick up. This suggests that any potential correction might be relatively contained. Looking back at the last financial crisis GOLD" [X Link](https://x.com/FroehlichThors1/status/1979843330109313076) 2025-10-19T09:33Z [---] followers, [---] engagements "Altseason can only happen if $BTC and $ETH are making considerable and sustainable ATHs that rotation can happen. The altseason index falls to [--] Should we be worried https://t.co/a9EfOsO5dn The altseason index falls to [--] Should we be worried https://t.co/a9EfOsO5dn" [X Link](https://x.com/FroehlichThors1/status/1980158606822740453) 2025-10-20T06:26Z [---] followers, [---] engagements "Fear ( $VIX ) us coming down again - let's keep an eye on the coming days if it can drop further near the [--] mark" [X Link](https://x.com/FroehlichThors1/status/1980164425580777945) 2025-10-20T06:49Z [---] followers, [---] engagements "@JacobKinge Thats a bit of a harsh reaction based on a $21mln fine" [X Link](https://x.com/FroehlichThors1/status/1980218531305378198) 2025-10-20T10:24Z [---] followers, [----] engagements "Just a thought on OG whales shorting - this could also be the simple hedging of large profits and no directional trading on $BTC at all. Bearish whales would sell spot Whales still seem bearish adding more shorts. 0x8c58 deposited 5.38M $USDC to #Hyperliquid [--] hours ago to open a 20x short on [----] $ETH($6.06M). 0x939f deposited 4.5M $USDC to #Hyperliquid over the past [--] hours continuing his $BTC short position to [---] $BTC($43.7M). He https://t.co/wLY6lKzQYf Whales still seem bearish adding more shorts. 0x8c58 deposited 5.38M $USDC to #Hyperliquid [--] hours ago to open a 20x short on 1500" [X Link](https://x.com/FroehlichThors1/status/1980220543329783940) 2025-10-20T10:32Z [---] followers, [---] engagements "This looks more like hedging - not directional. 🚨Insider Bitcoin whale has just opened a $121 million Bitcoin short position. Liquidation price $135k 👀 https://t.co/osmu2g0lqb 🚨Insider Bitcoin whale has just opened a $121 million Bitcoin short position. Liquidation price $135k 👀 https://t.co/osmu2g0lqb" [X Link](https://x.com/FroehlichThors1/status/1980337634741563442) 2025-10-20T18:17Z [---] followers, [---] engagements "Attention all #crypto degenerates and chart-watchers Lets be real without paying proper homage to the one true monarch #Bitcoin 👑 $BTC there will be no glorious #Altseason. The peasants $ETH $SOL $WIF $SUI $ALGO $RENDER and the rest of the royal misfits will be gasping for liquidity like fish out of water. So before you ape into your favorite shiny new alt remember to bow to the king first or the whole kingdom might just crumble into a sea of red candles Bitcoin has entered the decisive battleground: the $110K$115K zone will define the long run. Last week spot demand was weak capped by" [X Link](https://x.com/FroehlichThors1/status/1980355228433252651) 2025-10-20T19:27Z [---] followers, [---] engagements "@LSV2025 If I continue to drink and eat the way I do I will not become a Bitcoin rather Bibendum (Michelin tyres)" [X Link](https://x.com/FroehlichThors1/status/1980356755407393225) 2025-10-20T19:33Z [---] followers, [--] engagements "The recent rise in short interest across these stocks is primarily driven by activity in the options market. Generally the less liquid a stock is the more volatile its price becomes when the underlying market narrative shifts as seen in pairs like $ETH $BMNR and $SOL - $UPXI. Since BMNR has now become one of the most liquid names on the NYSE traders seeking larger swings might find $SBET and UPXI more attractive opportunities for volatility-driven trades" [X Link](https://x.com/FroehlichThors1/status/1980706355339202936) 2025-10-21T18:42Z [---] followers, [---] engagements "I was at Lehman Brothers right until the end September [--] [----]. One lesson has stayed with me: the next crisis always starts where complacency is highest. The challenge this time is that complacency runs deep across many corners of the capital markets. Thats where to look and where to place your bets (or not). #Crypto $MSTR $BTC #privatdebt #equities #realestate #housingprices #nationaldebt #corporatedebt #zombiecompanies" [X Link](https://x.com/FroehlichThors1/status/1980948873435643999) 2025-10-22T10:46Z [---] followers, [---] engagements "☠ Technically and emotionally I am completely wrecked. My portfolio looks like a horror movie directed by Jerome Powell & the orange man. Im one red candle away from selling everything and moving to a monastery. Surely surely this must be the bottom (🚀🤡). Fuxx me these charts are bloodier than a Tarantino film. Thank God its 4pm CET Germanys sacred Kein Bier vor Vier law has finally expired. 🍺 Time to hedge my emotions with hops and barley" [X Link](https://x.com/FroehlichThors1/status/1980999304883196278) 2025-10-22T14:06Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FroehlichThors1 Thorsten F
Thorsten F posts on X about $btc, $eth, crypto, bitcoin the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -27%
- [--] Month [-------] +52%
- [--] Months [---------] +1,414%
Mentions: [--] #
- [--] Week [---] -32%
- [--] Month [---] +112%
- [--] Months [-----] +1,039%
Followers: [-----] #
- [--] Week [-----] +3.90%
- [--] Month [-----] +32%
- [--] Months [-----] +572%
CreatorRank: [-------] #
Social Influence
Social category influence finance cryptocurrencies #6262 stocks countries technology brands currencies exchanges #4318 social networks automotive brands financial services #987
Social topic influence $btc #1012, $eth #400, crypto #6488, bitcoin #5310, $sbet, $bmnr #56, inflation #2564, money, in the, market #4451
Top accounts mentioned or mentioned by @henrikzeberg @pwebborn @davehcontrarian @greatmartis @kakashiii111 @naderalterego @altcoinvector @michaeljburry @fundstrat @swissblock @truflation @jacobkinge @intocryptoverse @mikealfred @grok @quantumascend @mrderivatives @sharplink @liathetrader @negentropic
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) SBET (SBET) BITMINE IMMERSION TECH (BMNR) dogwifhat (WIF) Strategy (MSTR) Solana (SOL) Upexi Inc. (UPXI) Barrick Gold Corp. (GOLD) BlackRock Inc (BLK) Vixco (VIX) SPX6900 (SPX) NVIDIA Corp. (NVDA) iShares BTC Trust (IBIT) JasmyCoin (JASMY) Nasdaq666 (NDQ) Sui (SUI) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Momo (MOMO) Ethereum Classic (ETC)
Top Social Posts
Top posts by engagements in the last [--] hours
"FED leaves rates unchanged - markets bounce. Only reason for them to bounce is the FEDs stance to stay independent. Wrong reason to bounce but we need an independent central bank"
X Link 2025-05-07T22:26Z [--] followers, [--] engagements
"@PeterSchiff Irritating the media is not picking up on the issue of rising yields - which is a market signal for inflation / interest rates to increase. This is first semester economics - dumb money following Trump headlines. Stock market is triggered by headlines - not fundamentals anymore"
X Link 2025-05-13T16:44Z [--] followers, [--] engagements
"Assuming $BTC will reach 150k / at a current beta of [---]. $MSTR is potentially rallying up to $700+. Lets just hope they do not add significantly more leverage - as it might be life threatening on the way down and the last thing one needs is a fire sale of $BTC"
X Link 2025-07-20T18:27Z [--] followers, [--] engagements
"$ETC bwd rotation into $BTC has been overdue for days - bit of catching up to do for $BTC if this (shortlived) bonanza wants to continue. 95% of Altoins will end up disappearing - with new memes popping up again in a few years time (assiming nul regulation). But for now 🚀"
X Link 2025-07-22T19:30Z [---] followers, [--] engagements
"@Jasmybulls Whats happening on the 25th - entered $Jasmy a few days ago"
X Link 2025-07-23T21:50Z [--] followers, [---] engagements
"$ETH appears in to be transitioning into a mature asset - rather than focusing on the pump and dump one should be focusing on the actual use case and if the growing maturity actually has legs - does it"
X Link 2025-07-24T22:31Z [--] followers, [--] engagements
"The crypto world is eagerly awaiting interest rate cuts - people are blaming the FED for potentially being late. The community is ignoring that Corona + the recent tariff chaos has & will shift global value chains & inflationary pressure is a real risk - Macro 1st semester"
X Link 2025-07-25T19:50Z [---] followers, [--] engagements
"@OGshib888 You are totally ignoring that the supply had increased"
X Link 2025-07-26T06:15Z [---] followers, [--] engagements
"@Cointelegraph $ETH is not an altcoin anymore / it is the basis for long term appreciation. Funny money goes to $JASMY"
X Link 2025-07-26T07:12Z [--] followers, [---] engagements
"@MacnBTC @theunipcs It will ultimately fall below 100MLN - if not to zero. Enjoy the ride (ap and down)"
X Link 2025-07-26T11:44Z [---] followers, [--] engagements
"The entertainment value following this trend is mind blowing. Crypto / blockchain is here to last - if you want to make money (compare the dotcom bubble) you need to focus on those who have an actual use & business case - fairly simply. Forget useless fart butthole etc"
X Link 2025-07-26T20:26Z [---] followers, [--] engagements
"$VIX is trading near its [--] months low - if there was a coin linked to it I'd start loading up"
X Link 2025-07-27T06:35Z [---] followers, [---] engagements
"Leverage & greed drive every boom & bust always. In the past it was banks. Now it might be retail via DeFi Platforms like @Aave offering leverage on $ETH are the new canary in the coal mine. Watch their metrics. Theyll show us when euphoria turns toxic"
X Link 2025-07-27T18:00Z [---] followers, [---] engagements
"@Jasmybulls I am bullish on $JASMY - but the use case is limited to Japan. Therefore $10-15B would already be a stretch when Altcoin season hits its peak. Start taking profits at 20cents"
X Link 2025-07-27T18:12Z [---] followers, [---] engagements
"@Steph_iscrypto Nothing - he has so much coins and might want to buy some real assets. Totally normal that founders cash in some of their holdings on the way up"
X Link 2025-07-27T18:14Z [---] followers, [---] engagements
"@misterrcrypto The party will continue for BTC - however it will be solid Viennese waltz. ETH and Altcoins will enjoy a proper pogo----but once the music is over everyone will wake up with a massive hangover"
X Link 2025-07-27T19:23Z [---] followers, [--] engagements
"Everyone who studied Black Friday [----] knows what brought the crash: Greed and leverage Back then Joe Block could get a margin loan to buy more stock in another useless railway company. Today we have the zombie companies and AAVE ponziing crypto"
X Link 2025-07-27T19:30Z [---] followers, [--] engagements
"Watch $VIX when we commence our journy back from the moon later this year. Currently at [--] it reached [--] during COVID (March 20) and its ATH of [--] during the financial cirisis (Oct 08). We will have spikes in between now and our journey back"
X Link 2025-07-27T20:10Z [---] followers, [---] engagements
"Emerging Markets might be your Altcoin play (Mkt cap versus GDP) - thank you @grok"
X Link 2025-07-28T07:27Z [---] followers, [---] engagements
"@BitMNR - you are suggesting that industry experts and analysts have indicated that $ETC may have a potential in reaching $60000 - could you pls disclose the sources Many thanks"
X Link 2025-07-29T08:23Z [---] followers, [--] engagements
"$ETC - words of wisdom"
X Link 2025-08-01T12:34Z [---] followers, [--] engagements
"I have seen a lot of posts by $BMNR and @fundstrat referring to research which is suggesting $ETC to have a potential for reaching $60000. No one gave me any evidence although I have asked around - but maybe you are in a position I am a strong believer in $ETC but I am very intrigued to see that research (PS - I am also a shareholder in $BMNR)"
X Link 2025-08-01T17:00Z [---] followers, [--] engagements
"That I do not agree with entirely - provided you believe into long term acceptance of $BTC and $ETH (I think that is undeniable) corporate treasuries (or their pension funds) may well invest into those assets. But only a fraction of their cash & cash equivalents and clearly without leverage. Zombie companies who failed to become profitable based on their original business model borrowing money to buy crypto are doomed - they will go bust. If I had an asset management firm I would create an inverse ETF on those treasury companies. Perhaps @WisdomTreeFunds is smart enough to do just that once"
X Link 2025-08-01T17:35Z [---] followers, [----] engagements
"I'm beginning to question the reliability of key U.S. economic indicators like GDP NFP and inflation. Its disheartening to see a country that once served as a global benchmark for transparency and leadership now appearing to drift under the weight of political dysfunction and self-interest. What was once a source of stability and inspiration seems increasingly compromised by a government that appears more focused on its own gain than on serving the public good"
X Link 2025-08-01T19:51Z [---] followers, [---] engagements
"Blackrock's buy & sell activity is currently primarily driven by institutional appetite - for now. The massive sell pressure over the last [--] hours was primarily ignited by leveraged punters caught on the wrong side. They main game changer for $BTC and $ETC (in the long run) may come when crypto will be broadly embrassed by 401k. The German Savings banks (Sparkassen) recently decided to start providing crypto services - it will only be a matter of time until this will spread across Europe (always behind the curve) - but be aware of massive swings. Everyone is selling their Ethereum. But guess"
X Link 2025-08-02T07:25Z [---] followers, [---] engagements
"Besides various indicators you are looking at - itd be interesting to incorporate various elements of leverage ratios into your analysis and compare those against historical numbers. The last bust was driven by subprime and its inherent indebtedness - where do we have the biggest leverage This is where the first bombs might go off"
X Link 2025-08-02T14:06Z [---] followers, [----] engagements
"$ETC is down ca. 13% from $BMNR s original purchase price. At a current mNAV of ca. 1.4x expect the stock price to tank beyond that provided Ethereums price will stay at around $3400. The company currently holds ca. $400M in cash - they might be adding to their position. Buying back their stock might be an alternative - which will enable them to reduce a dilution effect at a later stage when they want to tab the market again. Watching what they are doing over the next [--] hours. One way or the other I expect them do announce something before markets open on Monday. A listed one trick pony"
X Link 2025-08-02T19:18Z [---] followers, [---] engagements
"@isabellaagnella @HenrikZeberg $ETC came to stay as it has a real use case re web3 but you need to be able to absorb swings. I am sure Henrik is going to share his thoughts soon (from a sentiment perspective)"
X Link 2025-08-02T19:28Z [---] followers, [--] engagements
"My dream line up for a talkshow would be (in no particular order) @HenrikZeberg - technical / thinks deflation is coming @HarryDentjr - passionate perma bear @fundstrat - knows Wall Street and big $BTC and $ETH supporter @PeterSchiff - thinks inflation is coming and sleeps on gold Jeremy Grantham (not on X) - true legend and has been around for 60+ years @menlobear - you would be the perfect moderator for that"
X Link 2025-08-02T19:42Z [---] followers, [---] engagements
"Cannot wait to see @HenrikZeberg 's August letter - due anytime today. Provided he's not changing his stance that we have not seen the peak of the blow-off-top yet he already gave a glimpse expecting us the FED to cut 50bps in September creating a frenzy for risk assets (AKA crypto). This also means bonds will increase for those of you who'd rather drive a Mercedes-Benz as opposed to a Lambo. More money will also shift into equities (short-term) but bonds should increase further if it all goes belly up. The next 2-3 months will be very exciting"
X Link 2025-08-03T09:52Z [---] followers, [---] engagements
"@WallStJesus When we hit the peak in late summer / early autumn for Nasdaq thats a great short"
X Link 2025-08-03T13:32Z [---] followers, [---] engagements
"With $BMNR's connectivity to Wall Street and access to both tech investors and large caps I wouldn't be surprised that @fundstrat may start pitching the idea for corporate investors to buy BMNR stock as opposed to implementing their owen crypto strategy - perhaps Cathy W will convince E Musk in doing so. Watch that space"
X Link 2025-08-05T05:50Z [---] followers, [---] engagements
"If you believe in $ETH and the transition into Web3 $BMNR and $SBET are the most suitable candidates. Both companies have individual edges. Dont be hyped - the ultimate winter as suggested by @HenrikZeberg is going to come - no matter what. However for those of you who believe that both companies have an edge and have a sustainable business model I recommend following people like @HenrikZeberg and @PWebborn - they may help you what and when (not) to do. For those of you who have been around for longer than 20y you will know things will falter - but not forever. Timing is key and social media"
X Link 2025-08-05T18:48Z [---] followers, [---] engagements
"Now people are starting to worry they might be missing the train on $BMNR - This is $MSTR reloaded but with strong support from anchor investors from day [--] - major advantage"
X Link 2025-08-06T19:56Z [---] followers, [---] engagements
"Few suggestions: I would add a few comments to those less obvious dents (oil crisis in the 70s [----] flash crash [----] LTCM blow up etc.) Apart from an extreme overvaluation - which this chart is suggesting - there could be black swan events. Finally - adding US interest rates will make it more obvious that in the area from [----] onwards we have a liquidity driven bubble"
X Link 2025-08-07T05:52Z [---] followers, [---] engagements
"The train is leaving the station for $BMNR - I am still trying to understand the numbers how they went from [---] to 833k $ETH - will share my view once I managed to get my head around it"
X Link 2025-08-07T08:20Z [---] followers, [---] engagements
"@HenrikZeberg The market is probably pricing that already in for $BMNR and $SBET - see below"
X Link 2025-08-07T08:23Z [---] followers, [---] engagements
"@HenrikZeberg Satoshi Flipper - I need a new AKA. Send it"
X Link 2025-08-07T12:32Z [---] followers, [---] engagements
"I see a lot of wild posts re $BMNR - the ultimate question I am yet to find an answer for is its current level of level at their disposal and NOSH - versus last announcement. Mkt cap published mismatches their last announcement and we do not know when ATM is used. The company can issue up to 500M of common stock. Big dilution coming our way unless fwd purchase agreements give them access to below market price $ETH"
X Link 2025-08-07T16:32Z [---] followers, [---] engagements
"@HenrikZeberg @RalphyR1 Henrik - I know you mean well but you are spending too much time trying to make US people understand that they are paying the tariffs and not the exporting countries. Hopeless"
X Link 2025-08-08T05:08Z [---] followers, [---] engagements
"💣Indeed - both $BMNR and $SBET have to upgrade their operational management with seasoned money managers who have shown a resilient track record in handling leverage in a distressed environment - as in now It is not wortwhile spending time & money on the other Me2 companies. It will be the survival of the fittest. Not even to mention $MSTR who could act as massive catalyst driving down $BTC to levels we have not seen in years but perhaps they will become to big to fail and the government steps in to bail them out - that is one way for the US to become the biggest holder of $BTC. 🚨 LATEST:"
X Link 2025-08-08T05:10Z [---] followers, [---] engagements
"Oh dear - "banks will start lending against $BTC " Given the volatility of this beast 10c on the dollar would be the maximum. Ever heard of the term "margin lending" - ask grok or chatGPT. Michael Saylor on the future of Bitcoin: Banks will start lending against your Bitcoin United States government will hold Bitcoin Big tech companies will embrace Bitcoin You will have Bitcoin on your iPhone https://t.co/P2lmAmjLYn Michael Saylor on the future of Bitcoin: Banks will start lending against your Bitcoin United States government will hold Bitcoin Big tech companies will embrace Bitcoin You will"
X Link 2025-08-08T05:23Z [---] followers, [---] engagements
"I truly believe $BMNR has an edge with the backing of the anchor investors and Tommy L @fundstrat as its chairman. I would be a huge fan of keeping their numbers uptodate (notably tradeable NOSH and free cash at their disposal) after each announcement they bought more $ETH. Finally get some seasoned money managers in the operating management who have shown a resilient and high performance track record in handling leverage in a distressed environment - please avoid becoming a hilly billy company. Bitmine is up more than 10% after its holdings exceeded [------] $ETH (worth $3B) becoming the"
X Link 2025-08-08T05:42Z [---] followers, [---] engagements
"@Negentropic_ Went 2x lev long a few days ago and took some chips off the table"
X Link 2025-08-08T08:28Z [---] followers, [---] engagements
"Let's talk about banking stocks for a moment since everyone seems to have left into Crypto La La Land - they were sent to the moon since COVID. (1) recovery from the dip then (2) skyrocketed given rising inflation & interest rates. Both will be coming off sharply soon. Look at Commerzbank CBK (to be fair they got a bit of a booster due the takover attempts by Unicredit). If this bubble unfolds and centrals banks are rushing to lower interest rates trying to eliminate the chaos the bombs caused which had gone off banking stocks will have tanked by then. Banking stocks are sometimes a good"
X Link 2025-08-08T08:45Z [---] followers, [---] engagements
"@HenrikZeberg @GreenCandleCl I have just sold all my shares in financial stocks (topped out with little room to go up). Hence there is quite some ammo"
X Link 2025-08-08T10:47Z [---] followers, [--] engagements
"Just food for thought - some people wont like it. When this party is over you may want to look at high yielding tobacco and pharma stocks as people will always smoke and get ill. Those stocks might be trading at 10% dividend yields and will slowly recover"
X Link 2025-08-08T10:52Z [---] followers, [---] engagements
"Food for thought: Update on $BMNR - for those who have read my last post are probably thinking why $ETH is not going to the moon - I am convinced the company has OTC supply lined up including locked in prices - before everyone else (zombie companies turning into treasury and Joe Black) is piling in - those who do not have the privilege of having these anchor investors"
X Link 2025-08-08T13:06Z [---] followers, [---] engagements
"The next few weeks / months will be absolutely exciting - timing the exit is key. The day will come that you want to be long the $VIX - it will massively overshoot to levels we have not seen in a long time. $VIXL is the Ferrari $LVO the tuned Mercedes-Benz. Below $LVO when tariffs struck:"
X Link 2025-08-09T05:54Z [---] followers, [---] engagements
"Thank you Henrik - really appreciate the clarity. In essence party time for $ETH until late Aug (I am personally overweigth the beta plays $BMNR and $SBET as opposed to ETH directly or leveraged ETFs) - EXIT and sit on the sideline but loading guns - ENTER again pre FED and enjoy the last (Euphoric) wave - prepare to exit around mid Oct. Since Paul gave his last update on $JASMY and $WIF they have been crawling up by ca. 15% - is that a normal bevaviour / are you also suggesting to EXIT / ENTER as described above or is there no point because you are expecting them to go ballistic in the last"
X Link 2025-08-09T14:42Z [---] followers, [---] engagements
"As a banker who has lived through the turbulence of [------] I want to put this thought on the table: MSTR could potentially reach a too big to fail status if Bitcoin experiences a sharp rally and brokers had been integrating BTC into 401(k) plans. Such a scenario might prompt full-scale governmental endorsement of Bitcoin. Im not prepared to dismiss this possibility especially given that the current U.S. administration along with friends and family appears to be heavily invested in crypto"
X Link 2025-08-11T16:36Z [---] followers, [---] engagements
"@bruce_aiweb3 @SharpLinkGaming Your data is innacurate. The $BMNR did not buy at $4.3k on average they said they held 1.25M at that price. Study the press releases and SEC filings"
X Link 2025-08-11T17:49Z [---] followers, [---] engagements
"I really appreciate @PWebborns clear fact-focused analysis. Im no EW expert but heres my takeaway from his ZickZacks in my own words: $BTC Expected to climb from here and continue higher. It may be the weakest performer in relative terms but still moves up. $ETH Similar pattern to BTC but with stronger percentage gains. Alts/Memes Same general pattern again but with much bigger moves making them the strongest performers - picking the right ones is key (which I do not know to be honest but Paul keeps advocating $WIF and $JASMY) NOTE: all of them will have corrections in between - from where we"
X Link 2025-08-11T19:31Z [---] followers, [---] engagements
"Living in the shadows and waiting for its moment is $UPXI - the moment $SOL is aiming to catch up with $ETH wait for UPXI to potentially make a radical move. If not it remains dormant and may accelerate beyond ATH when large cap season ignites and yet again people are concerned to miss the train - we are still in $ETH season"
X Link 2025-08-11T22:19Z [---] followers, [---] engagements
"Thoughts If things develop as per a typical euphoria pattern - with AI (new) / tech (old) + crypto (new) being the main drivers your fastest rides up will be long $SBET and $BMNR and your fastest rides on the way down will be short $PLTR and $MSTR. No need for leverage - apart from PLTR all these beasts carry more than enough embedded gearing"
X Link 2025-08-12T07:16Z [---] followers, [---] engagements
"@HenrikZeberg If I read this correctly we have a massive (immanent) push in ALTs which may last into end of Auf - potentially the first days in Sept - am I correct"
X Link 2025-08-12T09:48Z [---] followers, [----] engagements
"$BMNR and $SBET almost in line (% change) pre-market. Potentially the catch up has commenced"
X Link 2025-08-12T11:26Z [---] followers, [---] engagements
"$BMNR now down pre-market whilst $SBET is up. Do not miss that rotation"
X Link 2025-08-12T12:12Z [---] followers, [---] engagements
"@great_martis That is the worst possible outcome fro JP and the FED - borderline up. They now have to decide between pitch and sulphur. I think they will cut but the 50bps became more unlikely. The gas left in the tank became less though"
X Link 2025-08-12T12:45Z [---] followers, [---] engagements
"@truflation I encourage you @HenrikZeberg to put a greater empahsis on that matter"
X Link 2025-08-12T12:52Z [---] followers, [---] engagements
"I think Tommy Lee should also become the chairman for $SBET that it gets the same attention and love ❤ like $BMNR"
X Link 2025-08-12T15:22Z [---] followers, [---] engagements
"This list sticks out - how (1) It is badly researched - checked a few names and found an error rate of 100% (2) Big hedge funds and bulge bracket financial institutions are notably absent - guess why (3) Full of hanky panky one-trick ponies This could be a list of start ups going back [--] years. 🥁 The BITCOIN [---] List 👇 8/11/2025 ✅ This is the most accurate HODL list -- updated weekly ✅ Trump Media's Bitcoin holdings continue to be estimated $DJT https://t.co/NiCQTHNemp 🥁 The BITCOIN [---] List 👇 8/11/2025 ✅ This is the most accurate HODL list -- updated weekly ✅ Trump Media's Bitcoin"
X Link 2025-08-12T18:01Z [---] followers, [---] engagements
"I think Bessent is spot on - it is just about the quantum of the damage it will cause and how much it was yanked into the 401ks by the time it pops. If that is the case consumption is going to tank (and inflation) as people will have to save more for the gap crypto (and equities) caused in their pension plans. We need to monitor the ETFs - they will be the easiest access to crypto (not whales buying - it is their clients - once and for all). NOTE: $VX1 (Sept contract) just exploded by 16% which tells us that we are potentially up for a larger correction ($VIX spot is down 9% - which may tells"
X Link 2025-08-13T05:59Z [---] followers, [---] engagements
"We have [--] major spikes coming - early Sept mid / end of Oct. There are VIX related ETFs from Amundi and WisdomTree (posted about them recently). I am accumulating and buying the dip. Beware of the roll costs - you cannot just sit on them. When they swing get out. No investment advice"
X Link 2025-08-13T10:16Z [---] followers, [--] engagements
"@Micro2Macr0 @ethereum Relax all of you - $ETH will break through ATH potentially touching 6k - $SBET and $BMNR will rally hard but beware for $ETH to step on the brakes - hard - early Sept correcting potentially 30%"
X Link 2025-08-13T13:16Z [---] followers, [---] engagements
"@HenrikZeberg Can one robustly say which one is trailing the other - i.e. if stocks are due to fall - how quickly will BTC adjust or vice versa"
X Link 2025-08-14T05:03Z [---] followers, [---] engagements
"@truflation VIX and VX1 are telling us anxiety level is still moderate"
X Link 2025-08-14T13:02Z [---] followers, [---] engagements
"If you believe $ETH is breaking through its ATH shortly both $BMNR and $SBET are offering a great beta opportunity. given they are trading ca. 10% down at the time of this post. SBET trading significantly lower when looking at mNAV for both shares"
X Link 2025-08-15T13:50Z [---] followers, [----] engagements
"I hope that $SBET and $BMNR are using the opportunity to tab into ATM and are buying the dip via credit lines they had set up (working assumption) If you believe $ETH is breaking through its ATH shortly both $BMNR and $SBET are offering a great beta opportunity. given they are trading ca. 10% down at the time of this post. SBET trading significantly lower when looking at mNAV for both shares. If you believe $ETH is breaking through its ATH shortly both $BMNR and $SBET are offering a great beta opportunity. given they are trading ca. 10% down at the time of this post. SBET trading"
X Link 2025-08-15T16:14Z [---] followers, [---] engagements
"Indeed - I started to circle around $BMNR when it was around [--] and bought bewteen 32-34 - when everyone was shouting and crying. I did the same when $SBET was around [--] and bought between 20-24. Now trading near NAV this thing will eventually take off. Both companies have their own edge. SBET probably has a much better understanding of the $ETH eco system whilst BMNR has a chairman with a lot of air time"
X Link 2025-08-15T19:19Z [---] followers, [---] engagements
"If $ETH fails to recoveror to decisively break through and sustain its all-time highsa long position in $SBET (which I am BTW) will simply lack the momentum to succeed. The situation is compounded by a dismal earnings call underscoring the reality that the SBET team could greatly benefit from a masterclass in investor relations. By contrast consider $BMNR (where I entered long around $32): sentiment there was equally grim just a few weeks ago only for the stock to stage a strong rally once Ark Investment began accumulating shares. That crucial element of institutional support remains absent"
X Link 2025-08-16T05:39Z [---] followers, [---] engagements
"@Noncebox010 @_BNG_Capital @ExyraLabs That is not a strategic position - its a delta hedge for their options business. If it was $SBET would have made an announcement. Ignore that noise. Institutional support still missing. SBET is a retail stock - for now"
X Link 2025-08-16T06:23Z [---] followers, [---] engagements
"The retail comments on $SBET are nothing more than a distraction and do not waste your time reading those - for SBET to follow $BMNR s footsteps we need the following ingredients: 1) Institutional support / buy in 2) Better communication and usage of ATM 3) $ETH sustained appreciation The fact a treasury company is trading above NAV is only because the market believes the management can deliver - period"
X Link 2025-08-16T06:34Z [---] followers, [---] engagements
"@HenrikZeberg Read this - Alistair always good for a blunt geopolitical comment: https://www.linkedin.com/posts/alastair-newton-0438994_lfma-qalis-flar-activity-7362343285723381760-wvevutm_source=share&utm_medium=member_ios&rcm=ACoAABEPLiEBhG4WH_A9E6CU1sJALeBwHVWPm0c https://www.linkedin.com/posts/alastair-newton-0438994_lfma-qalis-flar-activity-7362343285723381760-wvevutm_source=share&utm_medium=member_ios&rcm=ACoAABEPLiEBhG4WH_A9E6CU1sJALeBwHVWPm0c"
X Link 2025-08-16T08:34Z [---] followers, [---] engagements
"@CatGCR @SharpLinkGaming @joechalom Competition is good and healthy - we need both - a strong $SBET and $BMNR"
X Link 2025-08-16T15:47Z [---] followers, [---] engagements
"The Great Tulip Tantrum of [----] Once upon a time in the land of windmills clogs and cheese wheels the Dutch fell head over heelsnot for stroopwafels but for tulips. Yes tulips. Those colorful petals that today politely decorate suburban gardens once caused people to sell their houses cows and probably their favorite wooden shoes just to get their hands on a single bulb. At its peak one tulip bulb was worth more than a canal-side house in Amsterdam. Imagine explaining that to your spouse: Honey I traded the house for a flower that hasnt even bloomed yet but trust me its striped Of course as"
X Link 2025-08-16T15:55Z [---] followers, [---] engagements
"@SeaCalypso1on1 This time it is different - SM is pushing this bubble beyond anything what we have seen so far"
X Link 2025-08-16T15:59Z [---] followers, [--] engagements
"$SBET rumours flying around that Citadel took a large position in SBET - the facts are: Total number of shares held across entities (ignore the double counting): [-------] - of which ca. 80% fall into the category supporting their option market making business - no reason to get excited. K Griffin is simply listed because he's the beneficial owner of the group. SEC FILING: https://www.sec.gov/Archives/edgar/data/1721695/000110465925079320/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1721695/000110465925079320/xslSCHEDULE_13G_X01/primary_doc.xml"
X Link 2025-08-17T18:11Z [---] followers, [----] engagements
"@sharplinkwhale My EW and crypto cycle gurus are telling me that we can go further down on ETH but targeting 6k by mid Sept. I do not have to explain to you what this means for SBET - even at 1x mNAV but beware of a sharp decline after FOMC"
X Link 2025-08-18T10:44Z [---] followers, [----] engagements
"The trigger is another one this time - subprime back then - overheated stock and crypto market this time (not looking at the macro indicators below the surface). We will face a catastrophic decline in wealth (for those who remain long stocks and crypto) = consumption drops / earnings dive"
X Link 2025-08-18T11:14Z [---] followers, [---] engagements
"@sharplinkwhale Are you aware of any institutions accumulating SBET"
X Link 2025-08-19T08:41Z [---] followers, [----] engagements
"This discussion will die when $BTC reaches new ATHs - and resurfaces when it collapses. Let's revisit in Nov / Dec [----]. The $MSTR Ponzi scheme debate is exploding across social media. Andy Constan @dampedspring claims @Strategy is mostly a Ponzi scheme earning hundreds of thousands of views. @LynAldenContact pushed back leading to a heated hour-long debate on What Bitcoin Did pod. 🧵 The $MSTR Ponzi scheme debate is exploding across social media. Andy Constan @dampedspring claims @Strategy is mostly a Ponzi scheme earning hundreds of thousands of views. @LynAldenContact pushed back leading"
X Link 2025-08-19T13:02Z [---] followers, [---] engagements
"The current doom and gloom surrounding $MSTR will likely fade in the coming weeksif and only if the theory of a blow-off top in $QQQ and the broader crypto market proves correct. Should that scenario play out Saylor will inevitably become the poster-boy villain once the bubble bursts. If however we have already entered a correction without a final euphoric surge his reckoning will arrive even sooner. One way or another it seems inevitable that $MSTR will ultimately go down in flames and may become a bail-out candidate. Hedge funds will yank this beast down hard - only to pick up the pieces"
X Link 2025-08-20T07:15Z [---] followers, [---] engagements
"@HenrikZeberg @woonomic Something to consider for your webinar is the effect on crypto and the BOT scenario should the FED decide not cut interest rates (see Morgan Stanley)"
X Link 2025-08-20T19:37Z [---] followers, [---] engagements
"@Ashcryptoreal This is neither breaking news nor any information of added value - this is retail money trading in an out"
X Link 2025-08-21T06:12Z [---] followers, [---] engagements
"@Cointelegraph I experimented with it myself to gain a clearer understanding of this scam. My advice: steer clear of the fairytale nonsensethose who promise a thousandfold return on X. Its nothing more than blatant robbery"
X Link 2025-08-21T08:06Z [---] followers, [---] engagements
"Humble - I like"
X Link 2025-08-21T09:31Z [---] followers, [---] engagements
"Very wise words - grey hair has more experience than trainers and flip flops. Howard Marks just gave a warning about the current stock market environment boldly claiming we are in a stock market bubble Here's what he said: "It does seem that stocks are expensive relative to what I call fundamentals or you might call reality. The outstanding reason is https://t.co/pHBTAauy1z Howard Marks just gave a warning about the current stock market environment boldly claiming we are in a stock market bubble Here's what he said: "It does seem that stocks are expensive relative to what I call fundamentals"
X Link 2025-08-21T19:42Z [---] followers, [---] engagements
"The words I read the most on X recently: 1) rate cut 2) re-test 3) higher lows"
X Link 2025-08-21T20:41Z [---] followers, [---] engagements
"@i3_invest Just turn the chart around and you will see that the bull market has not even started yet (I think that is what they have been doing at Morgan Stanley) 😀"
X Link 2025-08-22T09:09Z [---] followers, [---] engagements
"That looks like the Death Valley to me - doesn't it https://x.com/saylor/status/1958798168616739237 eyond the Horizon https://t.co/HY2PkjIrUV https://x.com/saylor/status/1958798168616739237 eyond the Horizon https://t.co/HY2PkjIrUV"
X Link 2025-08-22T09:12Z [---] followers, [---] engagements
"All hell broke loose today - let's not get complacent. The correction will come in September. Keep an eye on the $VIX - great next opportunity"
X Link 2025-08-22T20:18Z [---] followers, [---] engagements
"During the DotCom bubble and it's ultimate demise David Bailey was [--] years old and probably playing soccer with his friends and trying wild stunts on their BMX bicyles. Rest assured $BTC will have another bear market - and a pretty hefty one. Those who believe that #Bitcoin is the ultimate guarantee to become rich will end up in financial armageddon. There is no such asset class which keeps going up - NIL 💥BREAKING: TRUMP ADVISOR DAVID BAILEY SAYS THERES NOT GOING TO BE ANOTHER $BTC BEAR MARKET FOR SEVERAL YEARS. https://t.co/Dge38QpCRH 💥BREAKING: TRUMP ADVISOR DAVID BAILEY SAYS THERES NOT"
X Link 2025-08-24T06:07Z [---] followers, [---] engagements
"🔜 There you go - Fidelity will start offering #Bitcoin #Ethereum #Litecoin into 401k. 🫣"
X Link 2025-08-24T10:48Z [---] followers, [---] engagements
"The #FlashCrash on Aug 24th taught us a hard truth about #Bitcoin $BTC: When the OG wallets the digital aristocrats of crypto decide not just to reshuffle their chips but to cash out and ghost the party altogether Bitcoin doesnt just dip it gets straight-up nuked. Retail FOMO will scatter like pigeons in Times Square and $MSTR will faceplant so violently the NYSE might have to put it in a medically induced coma just to stop the bleeding. And lets be real if euphoria pushes BTC into the stratosphere way beyond ATHs you can bet your last satoshi those whales are already polishing the keys to"
X Link 2025-08-25T12:33Z [---] followers, [----] engagements
"Id just like to add some context: bankstake Goldman Sachs for exampleoperate under strict capital requirements. The types of assets they can hold on their balance sheets are tightly constrained from a regulatory standpoint. The more volatile an asset is the greater the amount of equity the bank must reserve against itand #Bitcoin (and crypto in general) is notoriously volatile. Thats why whenever you hear headlines claiming a bank has bought crypto its almost always fake news: if anything theyve likely purchased it on behalf of a client not for their own balance sheet. And one more point I"
X Link 2025-08-25T19:09Z [---] followers, [---] engagements
"Alex how dare you are calling an end to my Fazerland's lovely index :-) 30k is pushing it - all global equity markets are going to get hammered once USA is loosing steam. DAX was strongly driven by financials (Commerzbank takover attempts by Unicredit) and Rheinmetall (defense - big push due to Russia / Ukraine conflict) - keep that in mind"
X Link 2025-08-26T08:35Z [---] followers, [--] engagements
"Didn't they say before Jackson Hole that they do not expect a cut at all I mean seriously who is running their research department - time for a shakeup at MS. MORGAN STANLEY SEES FED CUTS STARTING IN SEPTEMBER Morgan Stanley now expects the Fed to begin cutting rates in September after Chair Jerome Powell signaled greater concern over labor market risks at Jackson Hole. The bank forecasts a 25bp cut next month another in December MORGAN STANLEY SEES FED CUTS STARTING IN SEPTEMBER Morgan Stanley now expects the Fed to begin cutting rates in September after Chair Jerome Powell signaled greater"
X Link 2025-08-26T11:53Z [---] followers, [---] engagements
"The U.S. housing market isnt just frothyits a full-blown bubble bath with far more sellers than buyers splashing around. Yet many sellers are still clinging to the fantasy that their asking price is carved in marble. Spoiler alert: the only way deals are getting done is with a markdown not a miracle. And those much-hyped Fed rate cuts They wont be the magic wand that turns todays buyers into wide-eyed mortgage signers. Sellers hoping otherwise might as well be waiting for the Tooth Fairy to underwrite their loan. The cold truth is that affordability has to improve and the only lever left is"
X Link 2025-08-27T07:10Z [---] followers, [---] engagements
"$MSTR - how is that statistically even possible that $STRD has nil correlation to $BTC if MSTR only holds BTC S&P / Moody's wake TF up This is borderline braindead. $STRD currently offers an Effective Yield of 12.6%. https://t.co/0cRDMksLNK $STRD currently offers an Effective Yield of 12.6%. https://t.co/0cRDMksLNK"
X Link 2025-08-27T07:35Z [---] followers, [---] engagements
"@JacobKinge It is all retail money - Fidelity and Blackrock are no cypto whales"
X Link 2025-08-27T08:37Z [---] followers, [--] engagements
"Looking fwd to joining tomorrow. Henrik I guess of great interest (at least for me but probably also for the wider audience) will be the question why you are suggesting a sharp decline in the gold price (in line with equities) this time to begin with before it rishes from the ashes. I can see that gold does not like recession but potentially fear of wider and much deeper cracks in the system keep it up or at least the deline will be less severe (in line with =1929) Thanks Thorsten"
X Link 2025-08-27T18:55Z [---] followers, [---] engagements
"@zoomyzoomm It was Porsche - not Ferrari"
X Link 2025-08-28T05:11Z [---] followers, [--] engagements
"Just a few days ago ARK was criticized for dumping shares in $BMNR. They knew the [--]. wave of PIPE shares released into the market would be hitting the price. They now re-accumulated. JUST IN: Ark Invest bought another [------] of $ETH treasury company $BMNR shares on August [--]. https://t.co/ki9lmGmPKC JUST IN: Ark Invest bought another [------] of $ETH treasury company $BMNR shares on August [--]. https://t.co/ki9lmGmPKC"
X Link 2025-08-28T06:29Z [---] followers, [---] engagements
"$SBET seems to be glewed to $19 - breakout coming"
X Link 2025-08-28T13:52Z [---] followers, [---] engagements
"$BMNR $SBET"
X Link 2025-08-29T09:09Z [---] followers, [---] engagements
"@HenrikZeberg Literally just re-posted this a minute ago. Great minds think alike :-) https://x.com/FroehlichThors1/status/1961800257886384517 Commodities will be "The Thing" once stock markets loose steam and the FED starts to cut rates - setting the grounds for re-inflation. https://x.com/FroehlichThors1/status/1961800257886384517 Commodities will be "The Thing" once stock markets loose steam and the FED starts to cut rates - setting the grounds for re-inflation"
X Link 2025-08-30T14:38Z [---] followers, [----] engagements
"This may sound like a grumpy old man: Most of the so called crypto influencers on X are young people with very poor education sitting in front of [--] screens in their flip flops and trainers posting tweeds driven by fear greed or fake news. Its time for you guys to be taught a lesson by Capital Markets and then you can sell your Rolexes at a discount to find a normal job to pay for food - not yet though"
X Link 2025-08-31T15:38Z [---] followers, [---] engagements
"Is it just me or am I reading that #inflation is under pressure (= #deflation) in Asia YoY (actual / forecast) Pakistan: 3% / 4.4% Indonesia: 2.17% / 2.3% South Korea: 1.7% vs. 2.0% Japan (CPI): 2.5% / 2.7% Malaysia: -3.8% / -5.0% Bahrain: -0.9% / 0.3% Singapore (PPI): -2.4% / -3.2% Philippines: -0.27% / -0.5%"
X Link 2025-09-02T12:40Z [---] followers, [----] engagements
"HOW THE FED CAN CALM DOWN BOND MARKETS With nearly $400 billion in non-investment grade debtcommonly referred to as junk bondsset to mature by [----] it seems reasonable to assume that the Federal Reserve may eventually revive the Bank Term Funding Program (BTFP). This facility was originally introduced in March [----] following the collapse of Silicon Valley Bank and subsequently wound down a year later. The BTFP enables banks with access to the Feds funding window to refinance debt at par value regardless of the bonds market price. In practical terms this means that even if a bond is trading at"
X Link 2025-09-02T17:56Z [---] followers, [---] engagements
"I think COVID was a special sit - but generally agreed. (1) new highs in stock markets + crypto and rising bond yields (2) sharp correction of stock markets / crypto will get crushed bond yields smashed (3) Central banks will continue to cut rates to fight of recession (4) Inflation re-emerges with long term commodities bull market (bonds will tank) - equities will not recover to their previous ATHs for a while"
X Link 2025-09-03T08:37Z [---] followers, [---] engagements
"With 30-year yields climbing like ivy on a neglected wall the message is pretty clear: were inching closer to a recession. And yet the panic feels completely out of waccpun fully intended. The truth is in the medium to long run well need to cozy up to a world of higher #inflation and higher rates. Just ask our parentsthey practically lived through it in bell bottoms. Japan [--] year exploding to the upside trading in "uncharted" territory. The panic is on. Japan [--] year exploding to the upside trading in "uncharted" territory. The panic is on"
X Link 2025-09-03T10:22Z [---] followers, [---] engagements
"Just in - mortgage applications down 1.2% 30Y mortgage rate down [--] bps----all this panic. Keep calm and carry on"
X Link 2025-09-03T11:02Z [---] followers, [---] engagements
"$ETH #Ethereum hoovering towards launchpad - just saying.squeeeeeeeeeeeeeze incoming for $SBET and $BMNR. 👀"
X Link 2025-09-03T13:13Z [---] followers, [---] engagements
"@ $SBET - your dashboard is meant well but change it. You want transparency Make it transparent Missing is: (1) Number of fully diluted shares - don't let your shareholders reverse engineer it (2) Amount held in unencumbered cash Put your words into action https://www.sharplink.com/eth-dashboard https://www.sharplink.com/eth-dashboard"
X Link 2025-09-03T15:53Z [---] followers, [----] engagements
"@MAGAHunter2025 That's not whinning that is called shareholder activism"
X Link 2025-09-03T15:55Z [---] followers, [---] engagements
"💡 $SBET A Contrarian Perspective Despite the waves of negativity lets step back and focus on the data: [--] Volume Trends Trading volume has been tapering off recently [--] Short Interest As of August [--] reported short interest stood at 17.77M shares already up a staggering 70% from July [--]. The August [--] update isnt out yet but its reasonable to assume the number has climbed further (ignoring the ATM impact on share count). [--] Valuation Check At the current price of 0.91x SBET is effectively trading around $4075 in $ETH terms not accounting for the $70M in cash still on the books. 🚀 What this"
X Link 2025-09-03T20:19Z [---] followers, [---] engagements
"30Y Bond Yields - auctions in #Spain and #France did running smoothly slightly increased yields - as one expects before the anticipated roll-over of the econcomy. No need to panic. We have not seen a #recession since 2008/09 and totally forgot how that feels (Covid aside that was a special sit) - Oblivion"
X Link 2025-09-04T10:09Z [---] followers, [---] engagements
"@great_martis You are wrong on both - recession incoming deflation first - then inflation"
X Link 2025-09-04T12:33Z [---] followers, [---] engagements
"$SBET - you can now officially buy $ETH #Ethereum at a 13% discount worth $3760. Retail dumping these shares - only a question of time for a smart (hedge) fund to step in & also flushing out the shorts. The swing could be enormeous unless they keep tapping into ATM below 1x mNAV - but if they do not commit fraud and their dashboard is accurate SBET is an absolute bargain👀"
X Link 2025-09-04T14:08Z [---] followers, [---] engagements
"@zerohedge [----] commodities super cycle with stickier inflation. No brainer"
X Link 2025-09-04T17:57Z [---] followers, [---] engagements
"That is - for a change - quite smart. ARK knew that the 2nd PIPE was released and they sold before. Since then they have been adding and buying the dip. $SBET requires institutional buy-in - like $BMNR has. SBET trading at 0.85x is a bargain. A (hedge) fund could easily pick up the shares and buy in size - flushing out the shorts at the same time. PS: ARK will be a great short (again) once we reach euphoria. BREAKING: 🚨 Cathie Woods ARK Invest just scooped up [-----] shares of $BMNR BitMine Immersion this week 👀 https://t.co/LVx0zNdaNG BREAKING: 🚨 Cathie Woods ARK Invest just scooped up"
X Link 2025-09-04T18:08Z [---] followers, [---] engagements
"Where did all the panic and noise go on bond yields"
X Link 2025-09-04T19:01Z [---] followers, [---] engagements
"@crypto_birb @DiesZeroNow Tomorrow - depending on NFP. Up - Down - Final Wave with BOT by the end of Oct. If BTC falls below 98k Altseason is cancelled"
X Link 2025-09-04T19:53Z [---] followers, [--] engagements
"What happend to the panic around bond yields - amateurs"
X Link 2025-09-05T13:59Z [---] followers, [---] engagements
"$BMNR / $SBET - why not taking a revolver against your staking rewards to buy back shares below 1x and purchase additional $ETH above Take part of the proceeds to also buy DOTM puts on ETH. It is fairly simple. If your shares start trading above 1x the lender can swap the revolver into shares. Try to be a bit more creative"
X Link 2025-09-05T15:24Z [---] followers, [----] engagements
"@CestrianInc I am long above both ears - and this is good news but expected. There are smart solutions how to heal this issue but management lacks the structuring expertise otherwise they would have pulled something off already. $SBET is a bargain"
X Link 2025-09-05T18:02Z [---] followers, [---] engagements
"The pain for American households - and thus the dramatic impact on disposable wealth will be draconian once the $QQQ bubble pops. This will amplify deflation in the short term. BREAKING: Households mutual funds pension funds and foreign investors allocation to US equities is up to a record 55%. This marks a [--] percentage point increase over the last [--] months. By comparison this percentage was 51% at the peak of the [----] Dot-Com Bubble. As a https://t.co/2VHDrSJA4g BREAKING: Households mutual funds pension funds and foreign investors allocation to US equities is up to a record 55%. This marks a"
X Link 2025-09-06T20:38Z [---] followers, [---] engagements
"With 66% of the forecast either far right or left - the poltical centre is more or less gone. Populists on the move in #Germany. Open your history books. If AfD doesnt win Germany is kaput If AfD doesnt win Germany is kaput"
X Link 2025-09-09T08:03Z [---] followers, [---] engagements
"$SBET - a simple way of doing this is: (1) Issue delta one notes to an instititional investor at a discount to the current share price. (2) Use proceeds to buy back shares. (3) The investor can take physical delivery at any given point in time - up to the approved $1.5B. Effect: No dilution flush out the shorts mNAV [--]. Easy if they have an investor lined up. $SBET repurchases [------] of its own shares at an average price of $15.98 The company also reaffirms that their ATM has not been utilized while the stock trades under an mNAV of [--]. https://t.co/6jrt5caZSt $SBET repurchases [------] of its"
X Link 2025-09-09T12:39Z [---] followers, [---] engagements
"How to push shares of #crypto treasury companies when they are trading sub 1x mNAV without dilution and the issuance of debt The most effective way for a treasury company to restore its stock price to 1.0x mNAV when trading at a discount is as follows (for example assume the stock trades at $10 representing 0.9x mNAV): (1) The company issues delta-one notes at $9 (or potentially lower) to institutional investors or large retail clients. (2) The proceeds are then used to repurchase shares with careful consideration of existing short interest in order to potentially trigger a short squeeze. (3)"
X Link 2025-09-09T20:00Z [---] followers, [---] engagements
"Today I joined a call with $SBET s CEO @joechalom. Unfortunately my proposal regarding a strategic approach to repurchasing shareswithout incurring debt or causing dilutionwas not presented by the moderators. That said I came away impressed by a highly focused CEO who demonstrates a clear long-term vision and remains unfazed by the short-term noise surrounding his company"
X Link 2025-09-10T15:13Z [---] followers, [---] engagements
"@mNAVBaseLine @MicroStrategy Many thanks for this thorough step-by-step explanation"
X Link 2025-09-11T17:58Z [---] followers, [--] engagements
"Citadel buys and sells to manage their option market making delta - this informtion is wrong and misleading. $SBET Institutional whales are piling in Citadel Advisors just scooped up 7.89M shares (+$134M value) boosting their stake to 4.75%. BlackRock added 59.8K shares while insiders Obie McKenzie Robert Gutkowski and Leslie Bernhard each grabbed 13.3K. Total ownership climbing https://t.co/EWQDoUSnuT $SBET Institutional whales are piling in Citadel Advisors just scooped up 7.89M shares (+$134M value) boosting their stake to 4.75%. BlackRock added 59.8K shares while insiders Obie McKenzie"
X Link 2025-09-15T13:58Z [---] followers, [---] engagements
"There seems to be a lot of confusion around bond yields - let's take the example for $TLT (chart below) and the performance of the fund / ETF post #COVID. The FED flushed the market with liquidty after the outbreak: TLT and yields Once inflation started to kick in the FED hiked interest rates: TLT and yields . Why is that When central banks cut interest rates heres what generally happens to bonds: Bond prices rise Existing bonds with higher fixed coupon payments become more attractive compared to newly issued bonds (which will offer lower yields in the new low-rate environment). As demand for"
X Link 2025-09-15T19:32Z [---] followers, [---] engagements
"Aside from Oracle shooting up 40% on some AI hanky-panky with OpenAIwho hilariously need to rattle their own tin cup just to pay for the contractand Tommy Lee swearing hell toss 200k at Bitcoin like its an afterparty bar tab I fail to spot any real bulls in the field. So tell me Henrik where are they hiding"
X Link 2025-09-16T10:45Z [---] followers, [---] engagements
"DAT companies liked $SBET $BMNR $MSTR and $UPXI plus many others are torpedos & rockets - they can sink your ship or fly you to the moon. The word treasury simply does not fit"
X Link 2025-09-16T15:07Z [---] followers, [---] engagements
"@great_martis DAX is running out of steam - 20k soon and further down dragged down by SPX and Nasdaq"
X Link 2025-09-16T18:00Z [---] followers, [--] engagements
"Charts - Part [--] (Boom & Bust) Housing Market Bubble (2003-2007) versus crash year (2008)"
X Link 2025-09-16T19:52Z [---] followers, [---] engagements
"The short sellers in $BMNR $SBET and $UPXI are about to find out what it feels like to sit on a barbecue grill. Im expecting a rally that could be turbo-charged by panicked shorts covering their positions. Might be wise to lace up your running shoesbecause this train isnt waiting"
X Link 2025-09-18T14:45Z [---] followers, [---] engagements
"$TLT merits closer attention. My working assumptions are as follows: The Federal Reserve is likely to continue cutting interest rates into early [----] in response to a slowing economy. A recession would most likely accelerate the rotation from equities into bonds while the U.S. dollar would regain its status as a relative safe haven. If both assumptions prove correct $TLT could stand out as a significant beneficiaryespecially for investors based outside the U.S. dollar zone"
X Link 2025-09-19T08:44Z [---] followers, [---] engagements
"$ETH $SUI $JASMY $WIF $BTC #crypto flash sale - what to do Here is your answer:"
X Link 2025-09-22T07:28Z [---] followers, [---] engagements
"@mNAVBaseLine $SBET next in line"
X Link 2025-09-22T11:43Z [---] followers, [---] engagements
"Well well well when the Subprime Crisis cracked open (starting with Bear Stearns hedge funds imploding in the summer of 2007) banks suddenly found themselves babysitting billions in debt worth only pennies on the dollar. Painful yesbut at least those IOUs were backed by actual bricks mortar and picket fences. Now contrast that with #crypto: at the end of the day its just code. Elegant ingenious code perhapsbut still no house to repossess no land to auction off no McMansion in the suburbs to slap a For Sale sign on. Just math"
X Link 2025-09-22T12:55Z [---] followers, [---] engagements
"I mean folksthis is what euphoria looks like when youve been hanging around for a quarter of a century. All-time highs popping up like champagne corks#gold #silver the S&P $SPX house pricesyou name it. Bond yields Barely twitching despite all the drama. And just wait until crypto stumbles into the party like that late guest who immediately takes over the dance floor. The so-called altcoin season will crank up FOMO will go full blast and everything else will levitate a little higher. Junk stocks like $PLTR will get yanked above $200 some company will announce the worlds first trillion-dollar"
X Link 2025-09-22T20:35Z [---] followers, [----] engagements
"The most consequential speech today was not Jerome Powells remarks on the economic outlook but Donald Trumps address to the UN General Assembly. With it geopolitics has entered a new era of disruption unlike anything witnessed since the Second World War. It is a must watch"
X Link 2025-09-23T18:43Z [---] followers, [---] engagements
"The answer is: $SBET $BMNR $UPXI et al $MSTR is still a bullish chart but I dont chart $MSTR much anymore because I believe other assets will continue to outperform it. Its all about percentages and I see greater potential in $COIN crypto miners and treasuries. https://t.co/Uds6wc9Egk $MSTR is still a bullish chart but I dont chart $MSTR much anymore because I believe other assets will continue to outperform it. Its all about percentages and I see greater potential in $COIN crypto miners and treasuries. https://t.co/Uds6wc9Egk"
X Link 2025-09-23T18:47Z [---] followers, [---] engagements
"Jerome Powell's speach sent yields down - watch the bond not the stock or crypto market"
X Link 2025-09-23T18:53Z [---] followers, [---] engagements
"@19_MAXIMU5 @HenrikZeberg The FED does NOT step in to safeguard the equity market. They may support the bond market"
X Link 2025-09-24T08:20Z [---] followers, [--] engagements
"Here comes the ice age - Ifo index (business climate) in Germany cools off. With China in deflation the USA weakening the world economy has started to stall - like it or not. First (proper) recession in [--] years inbound"
X Link 2025-09-24T10:54Z [---] followers, [--] engagements
"@AltcoinDaily We will - 100% guaranteed. In the next bear market"
X Link 2025-09-24T16:58Z [---] followers, [--] engagements
"#crypto today. $ETH $SOL $BTC $WIF $JASMY $SUI - you name it. Torpedos and rockets that is all they are"
X Link 2025-09-25T17:38Z [---] followers, [---] engagements
"This is how a perfect setup of an #Altseason should look like $BTC slightly up $ETH $SOL. $SUI and many more up significantly stronger - BTC dominance down. Is this the start of the season everyone is waiting for or just another fake attempt Few more days in September.time will tell"
X Link 2025-09-26T18:47Z [---] followers, [---] engagements
"@Fibonacci_TA $65ish inbound"
X Link 2025-09-27T06:31Z [---] followers, [--] engagements
"Competition is good and best for shareholders - strong DATs like $SBET and $BMNR $ETH $10K 🐐🐐🐐 https://t.co/J6KZNh7Muj $ETH $10K 🐐🐐🐐 https://t.co/J6KZNh7Muj"
X Link 2025-10-02T08:27Z [---] followers, [---] engagements
"@HenrikZeberg If we get near to these targets +/-15% on $SBET $UPXI and $BMNR by the end of October- I will send you a case of champagne - word"
X Link 2025-10-02T18:02Z [---] followers, [---] engagements
"The Handelsblatt Morons strike again - calling $BTC the super hedge"
X Link 2025-10-05T14:04Z [---] followers, [---] engagements
"@mNAVBaseLine Crypto will experience a massive final BOT before crashing hard - very hard"
X Link 2025-10-06T16:14Z [---] followers, [--] engagements
"The recent shakeout in $BTC and especially in $ETC once again underscores that #crypto remains an asset class defined by extreme velocity and volatility. With the $DXY potentially having found a bottom and the $USD showing signs of renewed strength its fair to ask whether it might be time to begin de-risking. However as long as bond yields dont experience a sharp compression and continue to oscillate within their current range the risk-on sentiment is likely to persist"
X Link 2025-10-09T18:37Z [---] followers, [---] engagements
"@mNAVBaseLine @intocryptoverse Start suggesting that people should consider buying TSLA - because they are early and that will change quickly"
X Link 2025-10-13T10:13Z [---] followers, [--] engagements
"BLOOMBERG: Not breaking news - but if an investment legend like Paul Tudor Jones expects an Euphoria to built you better listen to someone who has produced stellar returns over decades and has seen it all. Tech stocks will lift off for their last run - probably taking cryto with them. https://www.bloomberg.com/news/articles/2025-10-14/billionaire-paul-tudor-jones-sees-nasdaq-higher-by-end-of-year https://www.bloomberg.com/news/articles/2025-10-14/billionaire-paul-tudor-jones-sees-nasdaq-higher-by-end-of-year"
X Link 2025-10-14T15:34Z [---] followers, [---] engagements
"I mean what is this - opening a short of that magnitude and closing it a few days later Either you have no balls or want to hide / disguise something. #crypto is so immature and primarily driven by Lamborghini driving amateurs with Rolexes around their wrists that this market deserves a proper bear market and proper regulation - because without that it will never become a serious asset class. JUST IN: The BTC whale has now fully closed his $500M Bitcoin short over the past [--] hours on Hyperliquid. https://t.co/ypFqX2jHbO JUST IN: The BTC whale has now fully closed his $500M Bitcoin short over"
X Link 2025-10-14T20:47Z [---] followers, [---] engagements
"#Crypto right now $BTC $SOL $ETH $WIF $JASMY $SUI $ALGO etc. etc"
X Link 2025-10-15T07:21Z [---] followers, [---] engagements
"Argentina bail-out Is anyone paying attention https://popular.info/p/update-hedge-fund-billionaire-pressed https://popular.info/p/update-hedge-fund-billionaire-pressed"
X Link 2025-10-15T08:53Z [---] followers, [---] engagements
"Stop the fearmongering. This isnt [----] and theres no banking crisis brewing. What were seeing now RRP balances falling and SRF usage ticking up is exactly what happens when markets expect rate cuts. Cash moves out of the Feds reverse repo facility and back into the market to chase yield. Back in March [----] when Silicon Valley Bank collapsed the Fed had to roll out the Bank Term Funding Program (BTFP) that was emergency liquidity. The SRF is the opposite: its a normal operational facility part of the plumbing of the financial system. When QE or rate cuts are on the horizon RRP declines and SRF"
X Link 2025-10-15T20:38Z [---] followers, [---] engagements
"Stop the fearmongering. This isnt [----] and theres no banking crisis brewing. What were seeing now RRP balances falling and SRF usage ticking up is exactly what happens when markets expect rate cuts. Cash moves out of the Feds reverse repo facility and back into the market to chase yield. Back in March [----] when Silicon Valley Bank collapsed the Fed had to roll out the Bank Term Funding Program (BTFP) that was emergency liquidity. The SRF is the opposite: its a normal operational facility part of the plumbing of the financial system. When QE or rate cuts are on the horizon RRP declines and SRF"
X Link 2025-10-15T20:40Z [---] followers, [--] engagements
"Stop the fearmongering. This isnt [----] and theres no banking crisis brewing. What were seeing now RRP balances falling and SRF usage ticking up is exactly what happens when markets expect rate cuts. Cash moves out of the Feds reverse repo facility and back into the market to chase yield. Back in March [----] when Silicon Valley Bank collapsed the Fed had to roll out the Bank Term Funding Program (BTFP) that was emergency liquidity. The SRF is the opposite: its a normal operational facility part of the plumbing of the financial system. When QE or rate cuts are on the horizon RRP declines and SRF"
X Link 2025-10-15T20:41Z [---] followers, [---] engagements
"@HenrikZeberg - Do you really think a rotation into crypto will be driven by investors exiting gold Most of golds recent rally has been fueled by central banks and institutional players not retail. In fact it feels like FOMO-driven retail investors are only just starting to join the gold trade now. What am I missing here"
X Link 2025-10-17T11:48Z [---] followers, [----] engagements
"@PWebborn Uhh I am long $ALGO - cannot wait. Love Paul's work"
X Link 2025-10-17T13:06Z [---] followers, [--] engagements
"If the Chinese Central Bank were a hedge fund it might swap some of its precious bullion for Treasuries again. But with the current geopolitical drama U.S. debt is about as trendy in mainland China as socks with sandals. @themarketsniper Wait and see 🙋🏼♂😉 @themarketsniper Wait and see 🙋🏼♂😉"
X Link 2025-10-17T14:00Z [---] followers, [---] engagements
"If $ETH breaks all ATHs there will be FOMO developing among institutional investors which might cause a bubble by itself - watch dumb institutions (they also exist) buying at the top. $BMNR and $SBET were early. This still wont protect us from a bear market but may put further fuel in the tank. 🚨JUST IN: Huobi founder and top Asian investors are launching a $1B Ethereum trust to accumulate $ETH reportedly eyeing a Nasdaq shell company for the deal. https://t.co/YH4t04GGbH 🚨JUST IN: Huobi founder and top Asian investors are launching a $1B Ethereum trust to accumulate $ETH reportedly eyeing"
X Link 2025-10-17T16:34Z [---] followers, [---] engagements
"@TedPillows $JASMY and $WFI"
X Link 2025-07-20T17:24Z [----] followers, [---] engagements
"Should we reach the moon (current ETA: sometime October 2025) and you are looking for a quick ride back to reality you may want to remember the security $SLPR and for the ones who fancy a super fast return ticket (with bumps in between) check out $MSTS. No investment advice"
X Link 2025-08-15T12:23Z [----] followers, [---] engagements
"$CBK - active delta management"
X Link 2025-08-18T12:25Z [----] followers, [---] engagements
"Just asking - if what they call the #Altseason is actually going to happen - predicting a potential crypto market cap 12TN - why does it matter if the FED cuts 25bps. It is a drop in the ocean. You cannot really tell me that this narrative depends on Powell. Either you believe in something or you don't - it is all about conviction not Jerome"
X Link 2025-08-21T18:01Z [----] followers, [---] engagements
"$VLY: Valley National Bank's commercial real estate (CRE) exposure is so towering its practically constructing a skyscraper of risk on shaky ground With a jaw-dropping 475% of its tier-one capital tied up in CRE loans as of Q4 [----] amounting to $28 billion of its $50 billion loan portfolio Valley is teetering on the edge of a financial fault line. Thats 64% of its loans betting on office buildings retail spaces and multifamily properties hoping they dont turn into ghost towns in a market rattled by 19.6% office vacancy rates and $9.3 billion in CRE loan delinquencies across major banks in"
X Link 2025-09-03T09:27Z [----] followers, [---] engagements
"$SBET - perfect timing to buy back some shares Do you have cash lined up"
X Link 2025-09-04T13:42Z [----] followers, [---] engagements
"@HenrikZeberg If your predictions are correct we should see FR25Y's yields going to the moon not long after the equity markets have faltered but government and corporate bonds will be a safe haven for a little while"
X Link 2025-09-08T12:10Z [----] followers, [---] engagements
"$SBET - for the first time in days (if not weeks) SBET is outperforming $ETH - this may be amplified by shorts closing their positions. With their hands tied to their back the management needs mNAV [--] as the cash they currently have on hand is not sufficient to move the needle by buying back stock. NOTE: End of August short interest still not published. Once that number comes out vol should rise. https://twitter.com/i/web/status/1965062456402673669 https://twitter.com/i/web/status/1965062456402673669"
X Link 2025-09-08T14:39Z [----] followers, [---] engagements
"$DotCom is so back 👀 ⚠ Oracles share price advanced 38% announcing a big AI services pipeline. Caveat: the bulk of the pipeline stems from OpenAI which is heavily loss making - hence they can only honour the contracts vis--vis Oracle if they raise hundreds of billions of dollars themselves"
X Link 2025-09-12T13:30Z [---] followers, [---] engagements
"I like all the updates on crypto related stocks - but for the investors who (a) believe that crypto in general has further to go and (b) want to remain diversified I suggest looking at $DAVV makes sense to consider. $COIN weekly Ichimoku Tenkan (blue line) is at [---] It'd be important for $COIN to close above that level this week if this breakout is real. https://t.co/UqgSRRqIjB $COIN weekly Ichimoku Tenkan (blue line) is at [---] It'd be important for $COIN to close above that level this week if this breakout is real. https://t.co/UqgSRRqIjB"
X Link 2025-09-29T15:10Z [----] followers, [----] engagements
"Which event today might prove to be the equivalent of the Bear Stearns hedge fund liquidation in the summer of [----] I was right in the middle of that storm working at Lehman Brothers in the Prime Services division servicing institutions and hedge funds providing (among other things) leverage. In my humble view the warning signs are flashing again. Large private equity firms that loaded up on private debt are now sprinting for the exits trying to package and launch private debt ETFs promising attractive returns. In reality theyre offloading their risk onto FOMO-driven retail investors. Its"
X Link 2025-10-14T19:56Z [---] followers, [---] engagements
"@TheBitcoinConf Saylor reckons 13MLN - Tommy Lee is being modest :-)"
X Link 2025-10-16T18:00Z [---] followers, [----] engagements
"There will be a point that traders will be sh***ing their pants and the good old spot market will have its come back driving the market. 🙌🚀 - hanky panky lev longs will be my exit candidates (including FOMO retail - lev longs will join the dumb money party at the end - word). Bitcoin has fallen to $105K and is fighting to reclaim its lifeline support. The Risk Index remains stable showing no signs of strong-hand panic selling yet. With price retesting the $105K$106K zone and below watch for signs of destabilization and rising risk. Any stress https://t.co/reVeYEnPP1 Bitcoin has fallen to"
X Link 2025-10-17T13:04Z [---] followers, [---] engagements
"And now have a look at $FAS - that is what QE does to financial stocks. Rocket fuel Financial stocksparticularly bank stockshave enjoyed a strong run throughout the period of quantitative tightening (QT). However with quantitative easing (QE) now appearing on the horizon and market sentiment deteriorating by the week its worth remembering that the Federal https://t.co/tIQNVAbM0V Financial stocksparticularly bank stockshave enjoyed a strong run throughout the period of quantitative tightening (QT). However with quantitative easing (QE) now appearing on the horizon and market sentiment"
X Link 2025-10-17T13:57Z [---] followers, [---] engagements
"@AndreasSteno Put $FAZ on your watchlist"
X Link 2025-10-17T14:08Z [---] followers, [---] engagements
"I do want to be the $BTC party pooper - but 18% will give us just about the recent ATH. However: if BTC remains sound and solid we potentially have a chance of the rotation every ALT fan is waiting for. But lets be honest - the level of complaining & moaning about the performance is one for the history books. People are going mental and start crying whilst we are hoovering around ATHs. Just grow up #crypto bros"
X Link 2025-10-18T21:05Z [---] followers, [---] engagements
"Despite all the panic and noise around regional banks and the FED running out of cash (they can never do) below chart just signals nothing more or less that we are entering QE - no need to panic until further notice. Most of you guys on X never experienced a proper crisis. We are not there yet - just a transition"
X Link 2025-10-18T21:22Z [---] followers, [---] engagements
"My personal rotation over the coming [--] months: 1) $GOLD and $SILVER - long term holder I stay long although I expect a sharp decline but cannot be bothered but may scalp 2) #crypto & DATs very bullish short term - risk on for the coming weeks and months but then cut down to zero 3) Pension plan moving from cash into bonds - yields are going to get hammered 4) #commodities - will enter in size with re-inflation 2026+ - 5Y plan - probably significant overweight in commodities gold and silver - the debt bubble can only be tackled with higher inflation (BTW - sonething we have not seen in 3-4"
X Link 2025-10-18T21:35Z [---] followers, [---] engagements
"$GOLD and $SILVER undeniably both have enjoyed an impressive rally up to this point. Increasingly voices are suggesting that a correction is (over)due and that sentiment feels justified. Meanwhile #crypto enthusiasts continue to argue that a rotation into $BTC may be imminent and they could well be right. That said the recent GOLD rally has been driven primarily by central banks and institutional investors while retail participation is only beginning to pick up. This suggests that any potential correction might be relatively contained. Looking back at the last financial crisis GOLD"
X Link 2025-10-19T09:33Z [---] followers, [---] engagements
"Altseason can only happen if $BTC and $ETH are making considerable and sustainable ATHs that rotation can happen. The altseason index falls to [--] Should we be worried https://t.co/a9EfOsO5dn The altseason index falls to [--] Should we be worried https://t.co/a9EfOsO5dn"
X Link 2025-10-20T06:26Z [---] followers, [---] engagements
"Fear ( $VIX ) us coming down again - let's keep an eye on the coming days if it can drop further near the [--] mark"
X Link 2025-10-20T06:49Z [---] followers, [---] engagements
"@JacobKinge Thats a bit of a harsh reaction based on a $21mln fine"
X Link 2025-10-20T10:24Z [---] followers, [----] engagements
"Just a thought on OG whales shorting - this could also be the simple hedging of large profits and no directional trading on $BTC at all. Bearish whales would sell spot Whales still seem bearish adding more shorts. 0x8c58 deposited 5.38M $USDC to #Hyperliquid [--] hours ago to open a 20x short on [----] $ETH($6.06M). 0x939f deposited 4.5M $USDC to #Hyperliquid over the past [--] hours continuing his $BTC short position to [---] $BTC($43.7M). He https://t.co/wLY6lKzQYf Whales still seem bearish adding more shorts. 0x8c58 deposited 5.38M $USDC to #Hyperliquid [--] hours ago to open a 20x short on 1500"
X Link 2025-10-20T10:32Z [---] followers, [---] engagements
"This looks more like hedging - not directional. 🚨Insider Bitcoin whale has just opened a $121 million Bitcoin short position. Liquidation price $135k 👀 https://t.co/osmu2g0lqb 🚨Insider Bitcoin whale has just opened a $121 million Bitcoin short position. Liquidation price $135k 👀 https://t.co/osmu2g0lqb"
X Link 2025-10-20T18:17Z [---] followers, [---] engagements
"Attention all #crypto degenerates and chart-watchers Lets be real without paying proper homage to the one true monarch #Bitcoin 👑 $BTC there will be no glorious #Altseason. The peasants $ETH $SOL $WIF $SUI $ALGO $RENDER and the rest of the royal misfits will be gasping for liquidity like fish out of water. So before you ape into your favorite shiny new alt remember to bow to the king first or the whole kingdom might just crumble into a sea of red candles Bitcoin has entered the decisive battleground: the $110K$115K zone will define the long run. Last week spot demand was weak capped by"
X Link 2025-10-20T19:27Z [---] followers, [---] engagements
"@LSV2025 If I continue to drink and eat the way I do I will not become a Bitcoin rather Bibendum (Michelin tyres)"
X Link 2025-10-20T19:33Z [---] followers, [--] engagements
"The recent rise in short interest across these stocks is primarily driven by activity in the options market. Generally the less liquid a stock is the more volatile its price becomes when the underlying market narrative shifts as seen in pairs like $ETH $BMNR and $SOL - $UPXI. Since BMNR has now become one of the most liquid names on the NYSE traders seeking larger swings might find $SBET and UPXI more attractive opportunities for volatility-driven trades"
X Link 2025-10-21T18:42Z [---] followers, [---] engagements
"I was at Lehman Brothers right until the end September [--] [----]. One lesson has stayed with me: the next crisis always starts where complacency is highest. The challenge this time is that complacency runs deep across many corners of the capital markets. Thats where to look and where to place your bets (or not). #Crypto $MSTR $BTC #privatdebt #equities #realestate #housingprices #nationaldebt #corporatedebt #zombiecompanies"
X Link 2025-10-22T10:46Z [---] followers, [---] engagements
"☠ Technically and emotionally I am completely wrecked. My portfolio looks like a horror movie directed by Jerome Powell & the orange man. Im one red candle away from selling everything and moving to a monastery. Surely surely this must be the bottom (🚀🤡). Fuxx me these charts are bloodier than a Tarantino film. Thank God its 4pm CET Germanys sacred Kein Bier vor Vier law has finally expired. 🍺 Time to hedge my emotions with hops and barley"
X Link 2025-10-22T14:06Z [---] followers, [---] engagements
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