#  @CaptainPro5 Captain Pro Captain Pro posts on X about bitcoin, $btc, $iren, $cifr the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::4794044654/interactions)  ### Mentions: [--] [#](/creator/twitter::4794044654/posts_active)  ### Followers: [-----] [#](/creator/twitter::4794044654/followers)  ### CreatorRank: [-------] [#](/creator/twitter::4794044654/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #7262 [finance](/list/finance) [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [countries](/list/countries) [celebrities](/list/celebrities) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) **Social topic influence** [bitcoin](/topic/bitcoin) #2971, [$btc](/topic/$btc) #2469, [$iren](/topic/$iren) #298, [$cifr](/topic/$cifr) #109, [$mstr](/topic/$mstr) #298, [money](/topic/money), [$bkkt](/topic/$bkkt) #29, [$asst](/topic/$asst) #153, [ai](/topic/ai), [mstr](/topic/mstr) #190 **Top accounts mentioned or mentioned by** [@mikealfred](/creator/undefined) [@joecarlasare](/creator/undefined) [@dotkrueger](/creator/undefined) [@daveweisberger1](/creator/undefined) [@a5t3r0ld](/creator/undefined) [@operationdanish](/creator/undefined) [@darkside2030](/creator/undefined) [@britishhodl](/creator/undefined) [@lawrencelepard](/creator/undefined) [@smithsonbrennan](/creator/undefined) [@rftylerpage](/creator/undefined) [@daveweisberger](/creator/undefined) [@saylor](/creator/undefined) [@jamieminer9](/creator/undefined) [@mckhristina](/creator/undefined) [@ohare888](/creator/undefined) [@scottmelker](/creator/undefined) [@comic](/creator/undefined) [@fransbakker9812](/creator/undefined) [@earice](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Strategy (MSTR)](/topic/$mstr) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Asset Entities Inc. (ASST)](/topic/$asst) [Nakamoto Games (NAKA)](/topic/$naka) [Kaspa (KAS)](/topic/kaspa) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum) [XRP (XRP)](/topic/xrp) [Western Union Co (WU)](/topic/$wu) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [BlackRock Inc (BLK)](/topic/blackrock) [Bitcoin Cash (BCH)](/topic/bitcoin-cash) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Oklo Inc. (OKLO)](/topic/$oklo) [Chainlink (LINK)](/topic/chainlink) ### Top Social Posts Top posts by engagements in the last [--] hours "@ZssBecker So what the fuck is going on with Bittensor" [X Link](https://x.com/CaptainPro5/status/1879525426340716727) 2025-01-15T13:45Z [--] followers, [--] engagements "@KasGPT @KaspaCurrency It wasnt the Solana network that bogged down it was Coinbases own system not being able to handle the $TRUMP trading frenzy. We need to be honest in our criticisms" [X Link](https://x.com/CaptainPro5/status/1881754332284211612) 2025-01-21T17:22Z [--] followers, [---] engagements "@daveweisberger1 Ethereum only hitting $4k (currently $3.2k) when expecting BTC to nearly double is pretty bearish for ETH. I also think XRP has gained too much without the fundamentals to support it to keep up with ETHs growth" [X Link](https://x.com/CaptainPro5/status/1884310523833115018) 2025-01-28T18:40Z [--] followers, [--] engagements "@CryptoThannos People are really still talking about $TRAC (Origin Trail) I remember people trying to pump that crap in 2016" [X Link](https://x.com/CaptainPro5/status/1889079554955772138) 2025-02-10T22:30Z [--] followers, [--] engagements "@daveweisberger1 I bet this is just adding 5% (at most) of their assets in BTC. A typical corporate reserve of the kind we talk about. If this is part of a bigger plan this isnt the first time someone has tried to mimic Saylorand they all seem to fail at doing so in one way or another" [X Link](https://x.com/CaptainPro5/status/1904644820611588227) 2025-03-25T21:21Z [--] followers, [--] engagements "@daveweisberger1 @MatthewRyanCase @daveweisberger1 i asked all the other banking lawyers at a recent luncheon whether developing internal compliance policies for crypto is on their radar with SAB [---] now being repealed. they all looked at me with blank stares.thus I share your "cynical" view on adoption speed" [X Link](https://x.com/CaptainPro5/status/1904976793334862168) 2025-03-26T19:20Z [--] followers, [--] engagements "@daveweisberger1 @LDrogen 💯 Banks are used to screwing with their customers and getting away with it because there was nowhere else for said customer to go. The new regulatory regime will ultimately peel back that protectionism of the banking oligarchy to the point where customers *will* have a choice" [X Link](https://x.com/CaptainPro5/status/1905700366253232587) 2025-03-28T19:15Z [--] followers, [--] engagements "@daveweisberger1 @LDrogen .And that choice will be some sort of mix between 1) banks that don't cheat customers out of yield 2) de-fi stablecoin wallets that can capture coins' yield and 3) fintech platforms like Wealthfront that provide far better value propositions than any TradFi bank does now" [X Link](https://x.com/CaptainPro5/status/1905703087391797473) 2025-03-28T19:26Z [--] followers, [--] engagements "@Zedzies @Kellykellam While you're correct that Chainlink Econ [---] has pushed LINK further from being *purely* a gov token it's still a "governance and utility" token with *closed* staking pools. CL is a top [--] project but I think the upside price potential is limited compared to others (for now)" [X Link](https://x.com/CaptainPro5/status/1906420341460832626) 2025-03-30T18:56Z [--] followers, [---] engagements "Buying a home right now can only mean one of two things: 1) youre in desperate need to move or 2) youre not market savvy in the slightest. Housing prices are still stuck in 1% mortgage rate land while new mortgages are clocking in a 6-7%. Sellers sitting on massively overpriced homes have not capitulated yet and Trump is still working on bringing down the long end of the curve to re-normalize the cost of borrowing and release the lockup in home supply. Until those things happen you will be swapping cheap or reasonable housing costs for absolute nosebleed level housing costs by moving. Home" [X Link](https://x.com/CaptainPro5/status/1906851088638067169) 2025-03-31T23:28Z [--] followers, [--] engagements "Ripple adopting $RLUSD for its cross-border payments system is *beyond* bearish for the XRP token. The only real potential use case remaining for XRP is for Ripple to (somehow) implement it as a rent-seeking fee driver within their ledger system.which will not go over well with their target audience (banks and other financial institutions)" [X Link](https://x.com/CaptainPro5/status/1907517990083424461) 2025-04-02T19:38Z [--] followers, [--] engagements "Ripple adopting $RLUSD for its cross-border payments system is *beyond* bearish for the XRP token. The only real potential use case remaining for XRP is for Ripple to (somehow) implement it as a rent-seeking fee driver within their ledger system.which will not go over well with their target audience (banks and other financial institutions). The funny thing is that it was clear to anyone not within the XRP army that it'd be stablecoins handling both intra and international payments. NEW: RIPPLE INTEGRATES $RLUSD INTO ITS CROSS-BORDER PAYMENTS SYSTEM NEW: RIPPLE INTEGRATES $RLUSD INTO ITS" [X Link](https://x.com/LegalGrapes_Esq/status/1907519450586439894) 2025-04-02T19:44Z [--] followers, [--] engagements "@JohnZSummers @Breaking911 The nickname youre looking for is Lord Jelly Belly" [X Link](https://x.com/LegalGrapes_Esq/status/1916976280186097812) 2025-04-28T22:02Z [--] followers, [--] engagements "And yet none of that really has anything to do with decentralization. Layer-2 solutions including @EdanYago s BitcoinOS will innovate Bitcoin to have all the computational power it needs. And perhaps newer-gen blockchains like Kaspa or Solana will operate alongside Bitcoin. I think you should really take up @daveweisberger1 on his offer to go down this particular rabbit hole with him 😁. Hes much more intelligent than I am especially on this topic" [X Link](https://x.com/LegalGrapes_Esq/status/1917617412628676988) 2025-04-30T16:29Z [--] followers, [--] engagements "IMHO in order for me to sell any sort of $BTC holdings (MSTR or spot BTC) on speculation to rebuy later there would need to be an incredibly frothy top with a high likelihood of a 50%+ correction to follow it. There's a shitload of risks in selling if you're a Bitcoin believer including: 1) taxes being higher in percentage than the correction's drop you buy back into or 2) BTC continuing up and never coming back down.both of which means you're paying taxes on what's actually a loss BTC-wise. If you think about the crypto market more generally especially with memecoins aside retail investors" [X Link](https://x.com/LegalGrapes_Esq/status/1918423351061823839) 2025-05-02T21:52Z [--] followers, [--] engagements "The welfare state and the votes it buys are apparently more important to politicians than reigning in the spending that keeps the Federal Reserve printing an avalanche of new dollars to keep up with.and suffocates Americans' ability to save meaningfully or afford the assets they need such as housing. We need sound money that the government cannot debase for their own benefit" [X Link](https://x.com/LegalGrapes_Esq/status/1921585918097658321) 2025-05-11T15:19Z [--] followers, [--] engagements "Let's be real. Inflation isn't really down.everything in the average consumer's bucket of expenditures is still growing more expensive at an accelerating rate.except for gasoline. Undoubtedly Trump undoing Biden's freeze of much of America's crude oil production capacity had an outsized impact on *overall* inflation because gasoline is a major expense. However the average price of gasoline is still over $3/gal and crude oil can only crash and then hover around the cost of breakeven for so long. The middle class' savings are being eviscerated to keep the gravy train for the welfare-class and" [X Link](https://x.com/LegalGrapes_Esq/status/1922637387206713547) 2025-05-14T12:57Z [--] followers, [--] engagements "@daveweisberger1 @saylor Thanks I'll take that as a "mostly yes". "He has no incentive to harm shareholders". That is perhaps the most salient point I've heard made about Saylor/MSTR in a while. I did watch the earnings call and is why I find the MSTR FUD that's going around right now ludicrous" [X Link](https://x.com/LegalGrapes_Esq/status/1925542384688939089) 2025-05-22T13:20Z [--] followers, [--] engagements "@sunny051488 @JoshMandell6 Dont spread misinformationStrategy custodies their BTC with Fidelity in a cold wallet. They dont keep coins on CEXs" [X Link](https://x.com/LegalGrapes_Esq/status/1926070694632169593) 2025-05-24T00:20Z [--] followers, [--] engagements "True although I remain cynical on adoption speed @daveweisberger1 I was just at a conference for banking lawyers and one of the lectures was on blockchain tech hosted by attorneys from a large crypto exchange and law firms who deal in crypto matters. I asked the question What will it take for BTC to be considered good collateral to banks and how fast do you see it happening They looked at me like I was high for even suggesting the ideadespite being from within the industry. I was also one of maybe [--] lawyers out of the [---] who attended the conference to sit in on that lecture 😅" [X Link](https://x.com/LegalGrapes_Esq/status/1929956263024042418) 2025-06-03T17:40Z [--] followers, [--] engagements "@GavinJohn0x @daveweisberger1 Bitcoin Solana Kaspa Bittensor and Ondo Everything else is just noise IMHO" [X Link](https://x.com/LegalGrapes_Esq/status/1930642425556447372) 2025-06-05T15:06Z [--] followers, [--] engagements "@RichNFrenz @EdanYago @BTC_OS @CharmsDev @LitecoinVM Litecoin Bitcoin Cash and the like have literally been pointless from the start" [X Link](https://x.com/LegalGrapes_Esq/status/1932850233769123849) 2025-06-11T17:19Z [--] followers, [--] engagements "@CyborgPeds Calling the Israeli military disorganized is pretty wild considering they keep managing to plan missile attacks that wipe out dozens of top-level enemy figures in one swift launch" [X Link](https://x.com/LegalGrapes_Esq/status/1933662643694227730) 2025-06-13T23:07Z [--] followers, [---] engagements "Maybe you can explain why I'm wrong here.but I question the potential upside (and earnings) of mining stocks versus just buying $BTC. It's clear these companies are competing to provide compute power as cheaply as possible building data centers the size of farms. And as such compute will basically become commoditized and dirt cheap. There is no real limit to the manufacturing of semiconductors but the Bitcoin supply is fixed. Just wondering where I am going wrong here in thinking investment capital is best left with the scarce commodities and companies best poised to lever AI into actual" [X Link](https://x.com/LegalGrapes_Esq/status/1934956435550466343) 2025-06-17T12:48Z [---] followers, [---] engagements "Unfollow anyone telling you that Saylor buying more $BTC is "dilutive" to $MSTR and hurts share value. These people are ignorant and feeding you bad information to sound smart. Time is of the essence in the digital gold rush. I personally am loving this **accretive** "dilution"" [X Link](https://x.com/LegalGrapes_Esq/status/1934958896235311356) 2025-06-17T12:58Z [---] followers, [---] engagements "This post seems like a cheap hit job.when did @JoeCarlasare ever say the Fed was "good" As far as I can tell his stance is similar to mine. Which is that the Fed while not innocent is not the main boogeyman behind the melting of the US dollar. Rather it's Congress and the Fed is simply playing the cards it has been dealt. TL;DR: Fiscal dominance is not really the fault of the Fed" [X Link](https://x.com/LegalGrapes_Esq/status/1935170129589133387) 2025-06-18T02:58Z [---] followers, [---] engagements "Hope the Ted Cruz hit job was worth Tucker torching what was left of his reputation" [X Link](https://x.com/LegalGrapes_Esq/status/1935339542338494810) 2025-06-18T14:11Z [---] followers, [---] engagements "@daveweisberger1 @KristophJeffers @80IQmindset For anyone other than investors living in Japan buying $MTPLF instead of $MSTR is a room-temperature IQ move" [X Link](https://x.com/LegalGrapes_Esq/status/1935390624926044553) 2025-06-18T17:34Z [---] followers, [---] engagements "People are paying a 9x mNAV for MTPLF because its an equity meant for Japanese investors who literally dont have access to other Bitcoin besides it. Although as BTC eventually gains broader acceptance and Japs can buy spot BTC that structural quirk giving MetaPlanet its premium will go away and said ludicrous premium will collapse. Buying MTPLF as a non-Japanese investor is a room-temperature IQ move. Theyre not going to be more efficient at stacking BTC than Saylor" [X Link](https://x.com/LegalGrapes_Esq/status/1935533092627722736) 2025-06-19T03:00Z [---] followers, [---] engagements "I don't know if it's really because RE is "tax incentivized". The assets that are enjoying the lion's share of the asset inflation going are ones that are heavily financialized and the RE market just happens to be hyper-financialized via a variety of products like mortgages. Why Because the money printing at the Fed ends up in the laps of large financial institutions that park that money into markets that make them the most money (the markets *they* financialize)" [X Link](https://x.com/LegalGrapes_Esq/status/1936088087274086578) 2025-06-20T15:45Z [---] followers, [---] engagements "@john7whyte @BritishHodl As much as I like Britishits apparent he forgot that property taxes are a thing. Government also nickel and dimes property owners in other ways. Its actually kind of amazing how RE prices shrug off all the regulatory and financial friction that holding the asset carries" [X Link](https://x.com/LegalGrapes_Esq/status/1936094242306453653) 2025-06-20T16:10Z [---] followers, [--] engagements "The nature of $MSTR is distinct and often frustrates retail investors. The options trading around it can have the effect of keeping the price in a range. The magic happens when the underlying NAV squeezes it out of said range. These moves are severe and outperform $BTC (in both directions). Dont let the know-nothing retail trolls on social media FUD you into selling a vehicle that would otherwise print you generational wealth" [X Link](https://x.com/LegalGrapes_Esq/status/1937529916595044834) 2025-06-24T15:15Z [---] followers, [--] engagements "@BastienSinclair Stablecoins going mainstream has XRP on life support. The only remaining use case for it is a rent-seeking tool within the Ripple ledger ecosystem. As a guy from within the banking cabal I can tell you that would go over like a lead balloon" [X Link](https://x.com/LegalGrapes_Esq/status/1937549761445249486) 2025-06-24T16:33Z [---] followers, [--] engagements "@FransBakker9812 I am invested in IREN and CIFRhowever I worry about their revenue growth potential long term. Am I wrong to think that compute power will become commoditized and cheap ultimately squeezing revenues hard for firms in this market" [X Link](https://x.com/LegalGrapes_Esq/status/1937883420350390781) 2025-06-25T14:39Z [---] followers, [---] engagements "@AlexesNakamoto Who cares I really cant think of much thats more inconsequential than $MSTR being added to the S&P500. Investors need to stop wasting brain power on this question" [X Link](https://x.com/LegalGrapes_Esq/status/1937886389477007490) 2025-06-25T14:51Z [---] followers, [----] engagements "@MobileAdsGuru @AlexesNakamoto Not really because the boosting effect of S&P inclusion has become muted over time as equity market structures evolved" [X Link](https://x.com/LegalGrapes_Esq/status/1937929753169936421) 2025-06-25T17:43Z [---] followers, [--] engagements "@mikealfred Curious Why buy Coinbase stock when BTC MSTR IREN and CIFR exist" [X Link](https://x.com/LegalGrapes_Esq/status/1937963115192197239) 2025-06-25T19:56Z [---] followers, [---] engagements "Yeah.I cannot agree with this take at all. If you buy $MSTR it's continually stacking sats without you needing to put down new capital. You're also going to see mNAV's expand beyond 2x long-term as Bitcoin gains widespread adoption and Strategy begins offering BTC-based products and temporarily inflate beyond that baseline during bull runs when $BTC is going up simultaneously. There's a reason tradfi banks trade at similar multiples to book as what Strategy does now and there's every reason to believe that highly sophisticated Bitcoin treasury companies like Strategy would enjoy an even" [X Link](https://x.com/LegalGrapes_Esq/status/1938596969166819651) 2025-06-27T13:55Z [---] followers, [---] engagements "Strategy joining the S&P [---] would be incredibly significant for Bitcoin and largely insignificant for $MSTR. While it would be a step forward in TradFi's acceptance of $BTC equity markets have matured beyond giving stocks a large boosting effect simply via index inclusion. And frankly. $MSTR doesn't need index inclusion to reach its potential" [X Link](https://x.com/LegalGrapes_Esq/status/1938621468612415631) 2025-06-27T15:32Z [---] followers, [---] engagements "@CyborgPeds That would be KMKE (Milwaukee Mitchell International Airport). Flown our own plane by that many times before" [X Link](https://x.com/LegalGrapes_Esq/status/1938660160093683867) 2025-06-27T18:06Z [---] followers, [---] engagements "Assuming you hold the common stock for any length of time it benefits from BTC Yield meaning the amount of Bitcoin "owned" per share increases. Even if Strategy buys $BTC by issuing new $MSTR shares said BTC is bought at a discount relative to BTC per share due to having an mNAV greater than [--] which means they end up with more Bitcoin than the amount of new $MSTR sold (in dollar terms). This is why it's called ***accretive*** dilution" [X Link](https://x.com/LegalGrapes_Esq/status/1938691079592911094) 2025-06-27T20:09Z [---] followers, [---] engagements "Clearly should have bought even more $IREN and $CIFR than I did The operating companies that can combine the energy settlement mechanism of Bitcoin mining with the simultaneous monetization of their energy for A.I. compute will become some of the most lucrative on the planet" [X Link](https://x.com/LegalGrapes_Esq/status/1938723574828712303) 2025-06-27T22:18Z [---] followers, [---] engagements "@EA_Rice how would removing capital gains tax on Bitcoin destroy it In my view it would spur as much new buying as it would selling. Its also a necessary step in $BTC becoming a medium of exchange because no one is going to micro-transact an asset with that replacement cost" [X Link](https://x.com/LegalGrapes_Esq/status/1939732057175073056) 2025-06-30T17:05Z [---] followers, [---] engagements "@DarkSide2030_ @EA_Rice This is the same point @daveweisberger1 has been making about capital gains taxes driving high replacement costs of spending in $BTC. Cap gains taxes on crypto needs to go" [X Link](https://x.com/LegalGrapes_Esq/status/1939732435014496288) 2025-06-30T17:07Z [---] followers, [--] engagements "@dgt10011 Whats a better buy todayStrategy at a 2x multiple or MetaPlanet at a 5x or greater multiple My answer would almost certainly be the former. Eventually as markets evolve MetaPlanets multiple premium over Strategys will fade away" [X Link](https://x.com/LegalGrapes_Esq/status/1939789126422995034) 2025-06-30T20:52Z [---] followers, [----] engagements "@morpheus7447x @dgt10011 Dont buy BTC treasury stocks to trade in and out of. Trying to catch mNAV peaks and valleys is a fools errand. Just accumulate value now and let it ride. Also yes it is. MetaPlanet will never be able to offer the sorts of sophisticated $BTC based products that Strategy will" [X Link](https://x.com/LegalGrapes_Esq/status/1939795344289669471) 2025-06-30T21:17Z [---] followers, [--] engagements "@JoeCarlasare @dotkrueger To be fair blue chip alts have traditionally outperformed BTC on a cycle trough to peak basis. But markedly underperform over the long-term. Key word here being "traditionally"" [X Link](https://x.com/LegalGrapes_Esq/status/1939822801235398932) 2025-06-30T23:06Z [---] followers, [---] engagements "@JoeCarlasare Dumped that garbage to buy $IREN and $CIFR a while ago 😎" [X Link](https://x.com/LegalGrapes_Esq/status/1940207559463591961) 2025-07-02T00:35Z [---] followers, [---] engagements "The whole point of $IREN is having the infrastructure to monetize the convergence of BTC and AI at the energy level. Theyre betting that actually having the infrastructure to offer HPC to large clients who cant otherwise get the land or power to scale fast enough and at the same time capitalizing on cheap power to mine Bitcoin is one of the next megatrend strategies that will print money like crazy. And in my humble opinion theyre exactly correct on that" [X Link](https://x.com/LegalGrapes_Esq/status/1940431441516442003) 2025-07-02T15:24Z [---] followers, [---] engagements "@operationdanish "Ethereum treasury companies will significantly outperform Bitcoin treasury companies which are cooked." - @operationdanish Talk about a room-temperature IQ take 😂😂😂" [X Link](https://x.com/LegalGrapes_Esq/status/1940592828310323561) 2025-07-03T02:05Z [---] followers, [--] engagements "I actually disagree with the Fourth Turning just being a "meme" despite agreeing the fiat system isn't on a course for total implosion in the near-term. It's clear that the dial keeps getting turned up on the civil unrest. Politicians won't have the political capital or will to effect the drastic changes necessary to fix anything until it blows up in their face. I expect periods of intense civil unrest in the "chaotic middle" between the next instance of fiat printing and A.I.'s disruption to the market which will compound those negative effects on the bottom 50% and a more sustainable future" [X Link](https://x.com/LegalGrapes_Esq/status/1940788017444069696) 2025-07-03T15:01Z [---] followers, [--] engagements "*Zero arguments you're able to counter. If you need me to make it clearer. GLP1's might cut some doctor's visits in the future but there's no real data to suggest that GLP1's are making real headway in curbing the chronic disease crisis. Also patients buying these drugs means more money into the healthcare system not less so this again makes no sense. Dropping millions of illegals from Medicaid coverage is a huge net positive relieving a non-trivial amount of pressure on these entitlement systems. A.I. enhancing billing systems will not make the healthcare system "worse". There's no rational" [X Link](https://x.com/LegalGrapes_Esq/status/1940815081509646476) 2025-07-03T16:49Z [---] followers, [--] engagements "The provisions that curb federal assistance to states giving illegals' free healthcare from these coffers **did** make it into the bill so I'm not sure why you're claiming otherwise: There is no data showing GLP1's are reducing chronic disease rates or doctor's visits by any meaningful degree yet or will in the near future. Besides in general "doctor's visits" are nothing more than formalities to get access to the appropriate prescription drugs and people getting on these drugs means more money into the system. The argument that technological and pharmaceutical innovations are a net negative" [X Link](https://x.com/LegalGrapes_Esq/status/1940821345383657904) 2025-07-03T17:14Z [---] followers, [--] engagements "@ericjackson Do you think there's still time to add to $IREN or $CIFR positions If so which would you prioritize" [X Link](https://x.com/LegalGrapes_Esq/status/1940827810375127218) 2025-07-03T17:39Z [---] followers, [----] engagements "Imagine whining about a budget reconciliation that re-allocates $150B towards border security ($50B for the wall) and extends the Trump tax cuts for businesses and working class Americans. There are apparently loads of people out there who are desperate to try and look smart 😂" [X Link](https://x.com/LegalGrapes_Esq/status/1940860386296975734) 2025-07-03T19:49Z [---] followers, [--] engagements "@mikealfred @cryptomanran Dude literally just made a post about how GLP1s becoming popular will tank the healthcare sector. Call me nuts but selling more drugs seems like a positive for the sector. I guess me and millions of others who take Humira are really hurting the industrys bottom line 😂" [X Link](https://x.com/LegalGrapes_Esq/status/1940881694590226448) 2025-07-03T21:13Z [---] followers, [---] engagements "It's rare we disagree @JoeCarlasare but describing the Bitcoin protocol as a "QQQ" or anything akin to a tech stock isn't accurate IMHO. It *will* become the new gold but a gold that's tuned for the next [----] years rather than the prior with a fixed supply and has the value-add of being an energy settlement mechanism and public/trustless/immutable ledger. This is why I hammer on the miners getting slept on by investors being able to monetize the energy layer of Bitcoin and spin that capital into growing your A.I. compute service capacity will be huge. The value of those latter characteristics" [X Link](https://x.com/LegalGrapes_Esq/status/1941216568995873183) 2025-07-04T19:24Z [---] followers, [---] engagements "I fully endorse @ericjackson and his message on $IREN and $CIFR. If you're bullish Bitcoin and A.I. you should be mega-bullish on the companies poised to provide their scarcest inputs: economical power land data centers and the expertise in execution. Physical infrastructure matters a ton despite these being digital products. https://www.youtube.com/watchv=uZyP_k4_gkk https://www.youtube.com/watchv=uZyP_k4_gkk" [X Link](https://x.com/LegalGrapes_Esq/status/1941278105878004032) 2025-07-04T23:29Z [---] followers, [---] engagements "The problem with this thesis is it completely ignores the utility that stablecoins provide and why JP Morgan Bank of America and other mega-cap banks are already working on their own stables. Being a much faster cheaper and easier way to transmit dollars than the analogue paper based banking system we have now.eventually almost every dollar out there in the ether will be tokenized. It's also going to be a vehicle for banks to load up on treasuries. The fact they're "only" being used on DeFi apps right now doesn't negate the fact regulatory clarity will open the flood gates for TradFi to adopt" [X Link](https://x.com/LegalGrapes_Esq/status/1941308373367988651) 2025-07-05T01:29Z [---] followers, [--] engagements "@FransBakker9812 @GlobalCollapse What about for $CIFR 😁" [X Link](https://x.com/LegalGrapes_Esq/status/1941369244081655833) 2025-07-05T05:31Z [---] followers, [--] engagements "@mikealfred @CryptoWendyO What about $CIFR 😁" [X Link](https://x.com/LegalGrapes_Esq/status/1941584762784629032) 2025-07-05T19:47Z [---] followers, [---] engagements "@BitcoinTina @LangmanVince Elon is just having another crashout because the OBBB slashed some government credits for EV's. He will continue throwing egg on his own face backing off and then apologizing for it. Anyone who says otherwise is situationally unaware or just trying to sound smart" [X Link](https://x.com/LegalGrapes_Esq/status/1941913456203976927) 2025-07-06T17:33Z [---] followers, [--] engagements "I tried to "infra-pill" some folks on a Bitcoin space the other day. I thought the idea of being bullish on Bitcoin means you should be mega-bullish on the infrastructure plays that can spin up AI compute at the same time is a no-brainer.but the greater consensus amongst the influencers is that electricity and facilities aren't the scarcest inputs behind the future's largest two megatrends. Sigh" [X Link](https://x.com/LegalGrapes_Esq/status/1941935002851098895) 2025-07-06T18:59Z [---] followers, [---] engagements "@dotkrueger @JoeCarlasare if you're a fellow Star Trek fan.just wanted to make sure you were aware of this. Shatner was a physical actor used to supplement this A.I. created video. It was the sendoff to Leonard Nimoy that Shatner always wanted to make: https://www.youtube.com/watchv=mgOZFny7F50 https://www.youtube.com/watchv=mgOZFny7F50" [X Link](https://x.com/LegalGrapes_Esq/status/1941941927286395143) 2025-07-06T19:26Z [---] followers, [---] engagements "Joe just realize that these are the types of people that Dark attracts in his orbit which says objectively negative things on his ethos. Dark literally just said on Freds space that its not Bitcoin thats volatile its the dollar which is why Bitcoins price is volatile. You attract fellow young professionals like myself who recognize level-headed sources of information. Dont let this nonsense dissuade you from sharing your vision 🫡" [X Link](https://x.com/LegalGrapes_Esq/status/1941981214736310477) 2025-07-06T22:02Z [---] followers, [---] engagements "@operationdanish The way I see it anyone can start their own Bitcoin treasury company but it would take over a decade to replicate an $IREN or $CIFR even if you could obtain the permits to do so" [X Link](https://x.com/LegalGrapes_Esq/status/1942006789609865719) 2025-07-06T23:44Z [---] followers, [---] engagements "Hi again Doc. Bitcoin has traditionally followed a 4-year cycle where it goes up thousands of percent in price during the bull phase followed by an 80% drawdown in the following bear. The dollar doesnt do that. Bitcoin like other tokenized assets are multi-currency. Its normally priced in dollars simply because dollar deposits and USD-based stablecoins are predominantly what investors purchase it with. Does that make sense" [X Link](https://x.com/LegalGrapes_Esq/status/1942035078118322451) 2025-07-07T01:36Z [---] followers, [--] engagements "@HodlFlorida Bitcoin going from $16k to $110k isn't price discovery" [X Link](https://x.com/LegalGrapes_Esq/status/1942260453352079560) 2025-07-07T16:32Z [---] followers, [--] engagements "@Thecityismine_x The math is clear as crystal and it's sickening to hear these billionaires call it fake news. Step [--] is literally so simple even a five-year-old could comprehend it: Pass a law prohibiting private-equity and corporations from buying up single family homes" [X Link](https://x.com/LegalGrapes_Esq/status/1942295987407471053) 2025-07-07T18:53Z [---] followers, [--] engagements "@daveweisberger1 @HEX_Buzz @danclarkie @Crypto_TownHall My thought on that is half your time being spent talking about nonsense like Hex would be suboptimal. You're too valuable of a resource for high signal-to-noise ratio information to waste that much of it on topics even the average investor already knows is bullshit 😎" [X Link](https://x.com/LegalGrapes_Esq/status/1942338685162209301) 2025-07-07T21:43Z [---] followers, [--] engagements "@JoeCarlasare @tomyoungjr @LorenHodl @GaryCardone @dotkrueger @daveweisberger1 Id also be interested in your take on this" [X Link](https://x.com/LegalGrapes_Esq/status/1942640937080922334) 2025-07-08T17:44Z [---] followers, [--] engagements "@JoeCarlasare Not a bad choice. I'd have to go with the DeLorean time machine specifically from BTTF [--]. A proton pack or studio sized model of the USS Enterprise from Wrath of Khan are close seconds" [X Link](https://x.com/LegalGrapes_Esq/status/1942755073739874514) 2025-07-09T01:17Z [---] followers, [--] engagements "@mikealfred Deploying more capital with $IREN and $CIFR on this mini dip today. I am strapped the fuck in to ride these babies even beyond the end of this Bitcoin "cycle". Why. Because there is no "cycle" for electricity or A.I. 🔥🚀🔌⚡" [X Link](https://x.com/LegalGrapes_Esq/status/1943734918330134709) 2025-07-11T18:11Z [---] followers, [---] engagements "If any "Bitcoin influencer" makes either of these two claims they don't know what makes BTC the liquidity black hole that it is: 1) $BTC would benefit from have a perpetually increasing supply and/or 2) it won't outperform the S&P after its initial adoption curve is achieved. The reason Bitcoin is an ever-growing gravity well for the globe's liquidity is that it's literally the only asset that **fully** protects wealth via being a 100% deflationary inelastic commodity that's readily tradable traceable and verifiable (and very cheaply so). It will de-monetize gold and then it will go on even" [X Link](https://x.com/LegalGrapes_Esq/status/1943768211553497472) 2025-07-11T20:23Z [---] followers, [---] engagements "@HeroDividend Yes. It's a wholly superior asset class with none of the economic friction inherent in equities" [X Link](https://x.com/LegalGrapes_Esq/status/1944177114955047341) 2025-07-12T23:28Z [---] followers, [--] engagements "@CyborgPeds @woodyspigroasts Awesome We bring the boat up there every yearever since I was an infant. Well be back up in a few weeks. Have fun Doc" [X Link](https://x.com/LegalGrapes_Esq/status/1944496441604681859) 2025-07-13T20:37Z [---] followers, [--] engagements "At this point in the cycle I am only deploying new capital towards $IREN $CIFR and (as usual) stacking $BTC. Also long $MSTR $SOL $LINK $TAO and $KAS. Current vibes. https://t.co/Otpp9T6vOo Current vibes. https://t.co/Otpp9T6vOo" [X Link](https://x.com/LegalGrapes_Esq/status/1944497505539928230) 2025-07-13T20:41Z [---] followers, [---] engagements "@OHare888 OHareyou literally think $BTC is nothing more than some expression of risk. Nothing against youbut you clearly have no understanding of what Bitcoin is. You need to study the topic more before clowning on Bitcoiners for their takes on the asset" [X Link](https://x.com/LegalGrapes_Esq/status/1944528019080536110) 2025-07-13T22:43Z [---] followers, [--] engagements "@JoeCarlasare @dotkrueger @BitcoinTina But.the Efficient Frontier" [X Link](https://x.com/LegalGrapes_Esq/status/1944535941106000129) 2025-07-13T23:14Z [---] followers, [--] engagements "@mikealfred I would like to as I share your price sentimentbut have literally never traded options before. Not even buying long calls 😅" [X Link](https://x.com/LegalGrapes_Esq/status/1944789279764275517) 2025-07-14T16:01Z [---] followers, [---] engagements "I am personally strongly in favor of passing legislation banning private equity and corporations from buying single family homes. I dont think it would be difficult to account for mortgagees taking title to properties to effectuate foreclosure sales. Add healthcare systems and hospitals to the list of markets we also need to push PE out of" [X Link](https://x.com/LegalGrapes_Esq/status/1944860569640542316) 2025-07-14T20:44Z [---] followers, [--] engagements "@Badguybtc 1971*" [X Link](https://x.com/LegalGrapes_Esq/status/1944861254566486062) 2025-07-14T20:47Z [---] followers, [---] engagements "@daveweisberger1 @DavidFBailey Agreed. I just about died when Jeff Park (of all people) did an interview on Wolf of All Streets saying how excited he was about Tom Lees new ETH treasury company Anyone who claims these altcoin treasury companies are a good idea instantly torch their reputation IMHO" [X Link](https://x.com/LegalGrapes_Esq/status/1944911052895867137) 2025-07-15T00:05Z [---] followers, [--] engagements "Respectfully what you just said makes no sense. [----] is when the last tether between the dollar and a hard money standard (gold) was severed. Pull up any chart comparing wages to GDP housing etc and you'll see them track one another until a strong deviation starting in '71. Literally every pathology you can associate with fiat debasement fed "money printing" massive government deficits and the like can be traced back to leaving Bretton-Woods in [----]. Saying [----] was when "they just got called out on it" doesn't communicate an awareness of what actually happened" [X Link](https://x.com/LegalGrapes_Esq/status/1944920170662948960) 2025-07-15T00:41Z [---] followers, [--] engagements "@dotkrueger What makes you say that Powell lowering rates ahead of the [----] election was clearly political. But with the market at ATH's keeping rates steady right now is the correct choice. Throwing gasoline on an already raging fire will only get you burned" [X Link](https://x.com/LegalGrapes_Esq/status/1945480334935503262) 2025-07-16T13:47Z [---] followers, [---] engagements "@JoeCarlasare you might find this interesting 😁" [X Link](https://x.com/LegalGrapes_Esq/status/1945602559806173488) 2025-07-16T21:52Z [---] followers, [--] engagements "Apparently when you share your math with good ole Larryhe doesnt take too kindly to it. Boomer blocks are a badge of honor 🏅 #Bitcoin #SP500 #QQQ" [X Link](https://x.com/LegalGrapes_Esq/status/1945649836709085599) 2025-07-17T01:00Z [---] followers, [--] engagements "If the question is whether Warren is lying the answer is yes 99/100 times. Here shes casting *changes* in regulatory authority as total *removal* of regulatory oversight. So yes she is lying yet again to try and cast crypto as a villain rather than technological progress. As to whether companies can just choose their regulator thats again not an accurate framing. Shes purposely mischaracterizing the provisions in the bill that determine whether tokenized assets are commodities or securities which then guides which regulatory agency has authority over said asset. This relates back to my" [X Link](https://x.com/LegalGrapes_Esq/status/1945841887728029720) 2025-07-17T13:43Z [---] followers, [---] engagements "@Crypto_TownHall Why did you put that Hex grifter Ben on stage again" [X Link](https://x.com/LegalGrapes_Esq/status/1945857020818595988) 2025-07-17T14:44Z [---] followers, [--] engagements "@mikealfred I have my $90 IBIT November calls already my good sir. Ready to embark on the open seas with you 🫡" [X Link](https://x.com/LegalGrapes_Esq/status/1945958278917152863) 2025-07-17T21:26Z [---] followers, [---] engagements "Do the people buying (or holding) $XRP not realize that the stablecoin bill imminently becoming law is *extremely* bearish for XRP Its only remaining potential use case is as some rent-seeking device within the Ripple ecosystemwhich has yet to even launch a widely used product $XRP SURPASSES $200B MARKET CAP $XRP SURPASSES $200B MARKET CAP" [X Link](https://x.com/LegalGrapes_Esq/status/1945963322987176176) 2025-07-17T21:46Z [---] followers, [---] engagements "@BTCBreadMan Owning Ethereum is plain vanilla alt exposure. Owning XRP is just mental illness" [X Link](https://x.com/LegalGrapes_Esq/status/1946040105719812472) 2025-07-18T02:51Z [---] followers, [---] engagements "@tomyoungjr factually speaking the use case for XRP as a widely-adopted medium of exchange for banks has totally evaporated into thin air. stablecoins will fill that role. Ripple has already rushed out its own stable after seeing movement on the Genius Act. there's no real driver left for the token. it's relying on fumes from retail" [X Link](https://x.com/LegalGrapes_Esq/status/1946049912564514876) 2025-07-18T03:30Z [---] followers, [---] engagements "@EA_Rice Called it https://x.com/JacobKinge/status/1945991478511284284 BREAKING: The original Bitcoin mega-whale who moved [-----] BTC on July 4th is now offloading the final [-----] BTCstraight into a Galaxy Digital wallet. The first [-----] BTC were already transferred earlier this week. As of now the wallet is rapidly being drained in real-time https://t.co/tnr9K4vrfO https://x.com/JacobKinge/status/1945991478511284284 BREAKING: The original Bitcoin mega-whale who moved [-----] BTC on July 4th is now offloading the final [-----] BTCstraight into a Galaxy Digital wallet. The first [-----] BTC were" [X Link](https://x.com/LegalGrapes_Esq/status/1946274144057688378) 2025-07-18T18:21Z [---] followers, [--] engagements "@OHare888 How's it so hard to comprehend that stablecoins are better rails for the financial/banking system being exponentially faster cheaper and operating on an immutable public ledger. You're the only crypto skeptic I know of who goes so far as to claim stables are a nothingburger" [X Link](https://x.com/LegalGrapes_Esq/status/1946322504747798749) 2025-07-18T21:33Z [---] followers, [--] engagements "@GaryCardone Gary what the fuck man.Ripple owns half the supply of XRP in escrow. Everyone knows this. They're already nothing more than an XRP treasury. And XRP is going to zero now that the GENIUS Act is signed" [X Link](https://x.com/LegalGrapes_Esq/status/1946628158171525256) 2025-07-19T17:48Z [---] followers, [----] engagements "What a lot of altcoin investors miss is that there *are* tokens behind projects already in demand in the real world. $LINK is one of the very few. You absolutely need data linkages between the real world and the blockchain world as well as b/w different chains. Chainlink certainly stands out in a sea of vaporware" [X Link](https://x.com/LegalGrapes_Esq/status/1946654564008202525) 2025-07-19T19:33Z [---] followers, [---] engagements "@operationdanish Debating between picking up CRSP or RCKT. I know the hype pick right now is OSCR but I have no interest or excitement in the insurance side of things" [X Link](https://x.com/LegalGrapes_Esq/status/1946772869158936814) 2025-07-20T03:23Z [---] followers, [--] engagements "@A5T3R0lD It's a PoW diacyclic graph developed by who I feel is the strongest dev team in DeFi. Fastest PoW chain by far (10 BPS). They're deploying smart contracts and claim it'll be even faster than Solana for that purpose too. I am bullish $KAS (for now)" [X Link](https://x.com/LegalGrapes_Esq/status/1946921754376479039) 2025-07-20T13:14Z [---] followers, [---] engagements "1) XRP doesn't "bridge" anything. Tokenized assets don't need XRP at all. The whole point of tokenizing an asset is needing no type intermediary whatsoever. It can trade freely on a multi-currency basis on a public blockchain. 2) Retail still drives the XRP token price. Institutions are not using it (or even the Ledger itself). The price driver is purely retail hype. 3) XRP has no utility outside of the ripple ledger. And to be frank like I said no one is really using the XRPL. And in the limited cases they are.they're opting not to use XRP as a settlement currency. You also don't even need" [X Link](https://x.com/LegalGrapes_Esq/status/1946923437387284912) 2025-07-20T13:21Z [---] followers, [--] engagements "The human psychology in the Bitcoin sphere is wild. We can score **huge** political wins that are objectively mega-bullish for BTC and blockchain technology.and people will still find ways to FUD any way they can. Equating privately issued stables with CBDC's is silliness. So-called stablecoins are centralized bank digital currencies. Stablecoins are CBDC. So-called stablecoins are centralized bank digital currencies. Stablecoins are CBDC" [X Link](https://x.com/LegalGrapes_Esq/status/1946959152816787779) 2025-07-20T15:43Z [---] followers, [---] engagements "@operationdanish @StevenYamada1 The concept works however my viewpoint is younger investors (65 yo) are better served by maximum growth. If BTC fails for some reason you'd still be better off with a mix of SPY and QQQ for equity market exposure. That only wouldn't be the case if the whole market implodes" [X Link](https://x.com/LegalGrapes_Esq/status/1946966827952742860) 2025-07-20T16:13Z [---] followers, [--] engagements "@operationdanish This seems like a very bad idea. De-diversification doesn't mean fully exiting equities to just sit on commodities like gold and BTC. What you're effectively doing is going all in on Bitcoin. And as much as I love Bitcoin I dont think being 100% BTC for growth assets is optimal" [X Link](https://x.com/LegalGrapes_Esq/status/1946986298075431091) 2025-07-20T17:31Z [---] followers, [---] engagements "I was just yelling at my fellow 30-something buddy for having 40% of his portfolio in SCHD 🤯 The growth in M2 averages between 5% to 7% annually. Some of that finds its way into consumer inflation (CPI) but most of it finds its way into asset inflation (real estate stocks etc.). Bonds return less than that. The S&P [---] is a little above that assuming it's on the tax-free side as a 401k or IRA. Funds like QQQ provide a bit more. And Bitcoin is literally the only instrument whose utility is significantly outpacing M2 growth and growing purchasing power substantially over time. And in all" [X Link](https://x.com/LegalGrapes_Esq/status/1947090948313235805) 2025-07-21T00:27Z [---] followers, [---] engagements "@A5T3R0lD @moonlanding18 @VladTheInflator The funny thing about the housing market is that owners/sellers think the price of their home can only go in one direction.up. Nothing drives a market crash quite like no one being able to afford the product. It might take couple or few years but a correction is inevitable" [X Link](https://x.com/LegalGrapes_Esq/status/1947102622625796513) 2025-07-21T01:13Z [---] followers, [--] engagements "The housing market gridlock is the result of home prices naturally being sticky. Plus we had the perfect storm of low rates and pre-pandemic pricing followed by rapid rate hikes. It's just a matter of time before the dam breaks. No one ever wants to think a housing crash can happen. But they do" [X Link](https://x.com/LegalGrapes_Esq/status/1947103592474923369) 2025-07-21T01:17Z [---] followers, [--] engagements "No one is really that good at predicting what the housing market is going to do. But in my attempt to look at the totality of the circumstances as objectively as possible I don't know how there isn't a significant home price correction that returns us to the mean. It's either that or we turn into a nation of renters. We are fortunate enough to be building equity at a goldilocks combination of mortgage rate and home price (bought in 2020) but at some point we'll be looking to upsize 😅" [X Link](https://x.com/LegalGrapes_Esq/status/1947117697025614236) 2025-07-21T02:13Z [---] followers, [--] engagements "@operationdanish What a week. First the end of society with Grok AI companions and now the end of TV with this nonsense. What the hell is even going to be left at this rate 😂" [X Link](https://x.com/LegalGrapes_Esq/status/1947138478237442465) 2025-07-21T03:36Z [---] followers, [--] engagements "Congrats to those who also eventually figured it out on the BTC miners turned AI/HPC co-locators 🚀 $IREN $CIFR" [X Link](https://x.com/LegalGrapes_Esq/status/1947300904559931533) 2025-07-21T14:21Z [---] followers, [---] engagements "@GaryCardone are you seriously going to contend that $BTC treasury companies have a more sustainable business model than miners like IREN and CIFR manufacturing $BTC at 50% or less of market value and selling it at market. Even with companies like IREN also breaking into AI/HPC data centers No hate here broski just let me break this down: Anyone can throw capital at the wall and start a BTC treasury overnight. You cant recreate an IREN or CIFR who spent a decade getting permits enviro studies power contracts interconnect agreements and building out facilities with proprietary expertise. And" [X Link](https://x.com/LegalGrapes_Esq/status/1947316620772164085) 2025-07-21T15:23Z [---] followers, [--] engagements "I cant scream this loudly enough: Bitcoin treasuries are NOT a more sustainable business model than the miners. One requires a financial flywheel that never stops. The other manufactures the asset below market value. Its not that difficult of a concept to comprehend. FYI I say this as a bullish $MSTR shareholder. I am not saying Bitcoin treasury companies are going away entirely but most will. Strategy is extremely well engineered. Most others depend on riskier mechanics that will fall apart in the event of a significant bear market. Butcompanies that can drive real organic revenues by mining" [X Link](https://x.com/LegalGrapes_Esq/status/1947320939449811314) 2025-07-21T15:41Z [---] followers, [--] engagements "@mikealfred It makes no difference to me that $IREN and $CIFR closed flat after that beautiful morning open. It was a preview of even greater euphoria when they 10x by EOY. Market makers think they won but we know theyre taking a knife to a mini-gun salvo from those who see the future" [X Link](https://x.com/LegalGrapes_Esq/status/1947390279524487570) 2025-07-21T20:16Z [---] followers, [---] engagements "@A5T3R0lD Bro you really stirred up a hornets nest by saying you *can* retire on a dollar amount that's around 10x what the average retiree manages to save up. Go figure 😂😂😂" [X Link](https://x.com/LegalGrapes_Esq/status/1947481325856035106) 2025-07-22T02:18Z [---] followers, [--] engagements "Huh. the P/B ratio for JPM is 2.4x. Money center banks average around like 1.5x investment banks around 2x and asset managers like Blackrock trade at around 3.5x. Where you think $MSTR's fair value mNAV should fall on that spectrum as a function what what category Strategy most closely resembles and whether Bitcoin being a superior asset class merits them a premium.well that's up to an individual investor to decide. But none of the technical reasons you outlined are legitimate reasons to be bearish $MSTR" [X Link](https://x.com/LegalGrapes_Esq/status/1947491197175435356) 2025-07-22T02:57Z [---] followers, [---] engagements "It's not accurate to say "always". The minimum dividend yield per the terms of STRC is 1-Month SOFR. It's called "Stretch" because the dividend yield can be stretched higher to either attract new buyers if its market value falls or contracted if price increases. The point is to keep $STRC at par value while providing cash yield" [X Link](https://x.com/LegalGrapes_Esq/status/1947500328577855754) 2025-07-22T03:33Z [---] followers, [--] engagements "Guess who these AI companies will be begging for some of their precious megawatts. 👀 $IREN $CIFR "No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out AmidData Center Buildout https://t.co/5oNwA2brYV "No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out AmidData Center Buildout https://t.co/5oNwA2brYV" [X Link](https://x.com/LegalGrapes_Esq/status/1947691534687867032) 2025-07-22T16:13Z [---] followers, [---] engagements "Something tells me that the not your keys not your wallet maxis are going to change their tune when products that can offer yield on $BTC held on Kraken Coinbase or Charles Schwab come to market Are you seriously going to tell me youd forgo BTC yield on your HODL stack" [X Link](https://x.com/LegalGrapes_Esq/status/1947756786301141079) 2025-07-22T20:33Z [---] followers, [---] engagements "Ironically I just made a post about BTC yield products. Theyre not here *yet* but they will be arriving in the not too distant future. What Saylor is selling is preferred equities that are basically profit-sharing mechanisms for Strategys monetization of its BTC stack. Not a yield curve" [X Link](https://x.com/LegalGrapes_Esq/status/1947760754423435640) 2025-07-22T20:48Z [---] followers, [---] engagements "So.a senior preferred equity with a monthly cumulative dividend payment made by directly monetizing the volatility of Strategy's $BTC stack without any NAV erosion. ☠ RIP $MSTY ⚰ Strategy is offering $STRC (Stretch) a new Perpetual Preferred Stock via IPO to select investors. $MSTR https://t.co/LaQSrrMsEg Strategy is offering $STRC (Stretch) a new Perpetual Preferred Stock via IPO to select investors. $MSTR https://t.co/LaQSrrMsEg" [X Link](https://x.com/LegalGrapes_Esq/status/1947838453011317069) 2025-07-23T01:57Z [---] followers, [---] engagements "@21mbtc_ai @JoeCarlasare @zackbshapiro @btcpolicyorg @DarkSide2030_ It didn't take me long at all to notice that Bechler has the IQ of a flank steak" [X Link](https://x.com/LegalGrapes_Esq/status/1947848735788052821) 2025-07-23T02:38Z [---] followers, [--] engagements "@BTC_Bella69420 @A5T3R0lD Pointless.the move with $IREN and $CIFR is to just get massively long by just buying and holding actual shares. They're [---] baggers if you just hold for a few years" [X Link](https://x.com/LegalGrapes_Esq/status/1947849498459320790) 2025-07-23T02:41Z [---] followers, [---] engagements "The biggest load of garbage investors deal with is their employers forcing their retirement savings into being totally trapped capital. Im young I want to invest in $BTC and $QQQ. Not bond funds REITs or target retirement junk. We need a law mandating employers allow mid-service rollovers whenever an employee requests one" [X Link](https://x.com/LegalGrapes_Esq/status/1948050964604227955) 2025-07-23T16:01Z [---] followers, [---] engagements "@dotkrueger How is it so difficult to understand how much of something you physically possess (hold) versus how much of it you own (have title to) Kraken holds a crap load of BTC but its users have legal title (ownership) to almost all of it Doesnt take a lawyer to understand this 🤦🏻♂" [X Link](https://x.com/LegalGrapes_Esq/status/1948056267026579517) 2025-07-23T16:23Z [---] followers, [---] engagements "@A5T3R0lD I love squiggly lines ➿📈📉" [X Link](https://x.com/LegalGrapes_Esq/status/1948085567834792433) 2025-07-23T18:19Z [---] followers, [--] engagements "@TheRealRorbo @JoeCarlasare Youre clearly not a sophisticated investor otherwise you wouldnt have just asserted that claim you just did. 🤦🏻♂" [X Link](https://x.com/LegalGrapes_Esq/status/1948375417787707715) 2025-07-24T13:31Z [---] followers, [--] engagements "You should really check your math. MSTR has wildly outperformed BTC over extended periods of time. It only has failed to do so if your timeframe begins during the treasury company mania phase in Nov when it clearly got ahead of itself. Its fair mNAV baseline is at least 2x and theyll continue raising the price floor as the $BTC stack grows. The whole point of buying MSTR is to grow your bitcoin ownership without deploying new capital. Sorry you dont understand the product" [X Link](https://x.com/LegalGrapes_Esq/status/1948389797942231133) 2025-07-24T14:28Z [---] followers, [--] engagements "@TheRealRorbo @JoeCarlasare Your math skills blow. [--] months ago is literally November right at the peak" [X Link](https://x.com/LegalGrapes_Esq/status/1948403452981158089) 2025-07-24T15:22Z [---] followers, [--] engagements "@JoeCarlasare I just want to put it out there: Everyone who disagrees with @mikealfred on the destiny of MicroStrategy the extreme value of being the premier Bitcoin escrow agent for the largest players in the world and the priceless replacement cost of a 800k to 1M $BTC stack.is wrong 😁" [X Link](https://x.com/LegalGrapes_Esq/status/1948537457487548558) 2025-07-25T00:15Z [---] followers, [---] engagements "@MHiesboeck Since when has VeChain been a "leading L1" No one is going to actually use VeChain for anything much like how it has been for the last [--] years. These specialty chains that don't operate like public utilities just don't stack up to protocols like Solana or Kaspa" [X Link](https://x.com/LegalGrapes_Esq/status/1948600586737529185) 2025-07-25T04:25Z [---] followers, [---] engagements "@JoeCarlasare Mike was killing it as usual. O'hare is still a useless bitcoin pervert. Just surprised Tina didn't bring up the Efficient Frontier. Fire space overall 🔥 Only thing that could have made it better was an encore of British's "fiat peasant" routine" [X Link](https://x.com/LegalGrapes_Esq/status/1948605689087000760) 2025-07-25T04:46Z [---] followers, [---] engagements "@nickfields33 @MHiesboeck @EvernodeXRPL No one is going to use the XRPL either" [X Link](https://x.com/LegalGrapes_Esq/status/1948605806280409228) 2025-07-25T04:46Z [---] followers, [--] engagements "@JoeCarlasare @JRHunt935410253 @mikealfred Joe youre a fellow CK Law grad that I respect more than anyone elsebut if Bitcoin doesnt end the year reaching higher than $140k then the bull cycle model needs to get completely thrown out the window. Ill also then be throwing every cent i have at the coiling spring 😁" [X Link](https://x.com/LegalGrapes_Esq/status/1950030759336575327) 2025-07-29T03:08Z [---] followers, [---] engagements "I dont really understand what your mindset is in asserting this. The road were on right now is $BTC becoming a global reserve asset. And thats precisely to do with the fact fiat currencies are being constantly debased and on a long enough timeline will eventually blow up. If Bitcoin isnt capable of stepping into its shoes as its analogue cousin (gold) once did.then what will I dont think you can make a statement like you just did without being able to provide and answer as to the *what* and *why*" [X Link](https://x.com/LegalGrapes_Esq/status/1950239659230892265) 2025-07-29T16:59Z [---] followers, [---] engagements "I won't personally attack you here like the foaming mouth Bitcoin space regulars but I'll share the underlying thesis: The Bitcoin market is impossible to predict. $BTC price is a line that goes up and to the right long-term. So when its $1M per BTC it's not going to matter if you bought at $95k $105k or $118k. The main thing will be that you didn't permanently sideline yourself. Because just as with the S&P the vast majority of gains are made in [--] to [--] trading days out of the year. So what you really need in order to make money as an investor is *exposure*. Time in the market rewards" [X Link](https://x.com/LegalGrapes_Esq/status/1950567302690160845) 2025-07-30T14:40Z [---] followers, [--] engagements "@BritishHodl Much like buying $XRP investing in $MSTY when $STRC exists is the equivalent of failing an IQ test" [X Link](https://x.com/LegalGrapes_Esq/status/1950569225627779306) 2025-07-30T14:48Z [---] followers, [----] engagements "Unfollow anyone who tells you: 1) To buy $XRP. 2) Saylor hitting the ATM is "dilutive". 3) To buy $MSTY instead of $STRC. 4) $BTC won't continue outperforming the S&P after it reaches parity with gold. 5) The "Big Long" is a thing that will happen. These are all abhorrently bad takes from people that have no idea what they're talking about" [X Link](https://x.com/LegalGrapes_Esq/status/1950571910577770570) 2025-07-30T14:59Z [---] followers, [---] engagements "@amitylee13 @joeroganhq @RepThomasMassie Ah yes apologies to the guy who actively tries to undermine nearly every effort of President Trump to advance the flag in the proper direction simply because it doesnt leap frog as far as Massie wantsdespite the fact what he wants is politically impossible 😂" [X Link](https://x.com/LegalGrapes_Esq/status/1950756418623099291) 2025-07-31T03:12Z [---] followers, [--] engagements "@Puncher522 Every single one of these characteristics sounds like a means to destroy western civilization on their own let alone collectively under the umbrella of "communism". All commies belong in the gulag" [X Link](https://x.com/LegalGrapes_Esq/status/1951321562910433677) 2025-08-01T16:38Z [---] followers, [--] engagements "@daveweisberger1 @TXMCtrades @daveweisberger1 correct me if I am wrong and I know theres a non-trivial chance of that.but hasnt the Macro Monday crew hypothesized that Bitcoin will eventually eat into real estates monetization premium after it does so to gold" [X Link](https://x.com/LegalGrapes_Esq/status/1951692680196473310) 2025-08-02T17:12Z [---] followers, [--] engagements "It's not that it "has to" it's that housing went from being a utility asset to carrying an investment premium because boomers parked half their cash in it. That has resulted in no one being able to afford a home anymore. That being unwound will happen at some point. BTC being a far superior investment *could* play a role in that. And it's not hard to hypothesize why" [X Link](https://x.com/LegalGrapes_Esq/status/1951712962806202484) 2025-08-02T18:33Z [---] followers, [--] engagements "@AlemzadehC Good thing I bought more $CIFR yesterday" [X Link](https://x.com/LegalGrapes_Esq/status/1951713085116252576) 2025-08-02T18:33Z [---] followers, [---] engagements "@A5T3R0lD Wall Street might be soaring but my bags certainly arent 😅" [X Link](https://x.com/LegalGrapes_Esq/status/1952166571306082742) 2025-08-04T00:35Z [---] followers, [--] engagements "Why does someone investing in Bitcoin via $MSTR or $FBTC mean that they "don't understand Bitcoin" I find these sorts of platitudes to be nonsensical. Bitcoin is an investment. If someone chooses to invest with a custodian there's nothing wrong or "low T" with that. Frankly it's a better option for most people" [X Link](https://x.com/LegalGrapes_Esq/status/1952176718380195892) 2025-08-04T01:16Z [---] followers, [--] engagements "@dotkrueger Money market funds are garbage. They pay the same market rate as HYSA's like Wealthfront. A retiree is best off being 70-80% in large-cap dividend ETF's 20% Bitcoin and perhaps some percentage set aside for fliers like $CIFR. One or two years' expenses can go in the HYSA" [X Link](https://x.com/LegalGrapes_Esq/status/1952178381761466596) 2025-08-04T01:22Z [---] followers, [---] engagements "@BitcoinPilot21 Ehh. The Bitcoin protocol is a technology sure.but $BTC is an investment at its core. It just happens to be in the form of a decentralized system that operates as both a P2P money transfer and energy settlement network. It's a technology meant to function as an investment" [X Link](https://x.com/LegalGrapes_Esq/status/1952179950540206304) 2025-08-04T01:29Z [---] followers, [--] engagements "Until the investing public at large doesn't have to worry about memorizing keys losing said keys punching in an address wrong or generally figuring out how to hold Bitcoin in true cypherpunk style.the ETF's are here to stay and are perfectly fine instruments to utilize. I agree in spirit but this "low T cuck" bravado that attempts to stigmatize custodial investing into $BTC is itself pretty cringe and doesn't help onboard new Bitcoiners" [X Link](https://x.com/LegalGrapes_Esq/status/1952182625818317286) 2025-08-04T01:39Z [---] followers, [--] engagements "@BitcoinPilot21 These cypherpunk platitudes are not persuasive and that's a false analogy. AAPL might itself not be a "technology".but Bitcoin tokens are literally an investment running on top of the protocol. If they're not an investment then why are people paying over $100k for them" [X Link](https://x.com/LegalGrapes_Esq/status/1952183537412743227) 2025-08-04T01:43Z [---] followers, [--] engagements "That is not a true statement though. Where do they think banks get the new funny money deposits to lend against This is why Fed printing results in more asset inflation than consumer inflation. That avalanche of money ends up in banks and institutions laps. But its not the banks who print new dollars theyre simply just making use of the credits theyre given by the Fed by shoving it into heavily financialized assets through various means" [X Link](https://x.com/LegalGrapes_Esq/status/1952399493653033052) 2025-08-04T16:01Z [----] followers, [---] engagements "I dont know which part of that is incorrect. Yes a zero RR exacerbates it. However as you pointed out banks are still subject to other restraints (both regulatory and not) which prevent that sort of solely bank-induced hyperinflation. The Fed owns the digital printing press and sets reserve requirements full stop. Banks lending off of their reserves has been going on even when Bretton-Woods was still in effect. Oversimplifying the system leads to conflating the roles that the Fed and banks play in money supply growth" [X Link](https://x.com/LegalGrapes_Esq/status/1952431876234220028) 2025-08-04T18:10Z [---] followers, [--] engagements "What youre saying is factually true. What I am getting at here is when people talk about money printing what they really mean is inflation. Theres a stark difference between organic money supply growth via endogenous means and then theres the printing the Fed does that (greatly) artificially inflates the base layer upon which the banks operate. While its true banks can over-lend its Fed printing that supercharges inflation. The Fed is in dominant control over the pace and scale of money supply growth. One need look no further than [----] and [----] to see the result of what Fed cash injections" [X Link](https://x.com/LegalGrapes_Esq/status/1952451513680593175) 2025-08-04T19:28Z [---] followers, [--] engagements "@TheTechInvest OSCR might be a good companybut its not really a tech play. How much upside could there really be in an insurance company Im sure OSCR has the potential to do well but Im not rich enough yet to invest in [--] to [--] baggers. Ill stick with 50-100 baggers like $IREN and $CIFR" [X Link](https://x.com/LegalGrapes_Esq/status/1952823751386533920) 2025-08-05T20:07Z [---] followers, [---] engagements "@A5T3R0lD My brain just doesn't stop running. My wife OTOH has the uncanny ability to nap whenever wherever" [X Link](https://x.com/LegalGrapes_Esq/status/1952918265220493511) 2025-08-06T02:22Z [---] followers, [--] engagements "@blue_node_be No $CIFR" [X Link](https://x.com/LegalGrapes_Esq/status/1953118069129117710) 2025-08-06T15:36Z [---] followers, [---] engagements "@DarkSide2030_ That doesnt answer my question. If you (esp as a retail investor) had the information to warn people about what was obviously going to happen with MTPLF then how is it an information problem This is just another case of retail being dumb money. As you said they were warned" [X Link](https://x.com/LegalGrapes_Esq/status/1953122324653166674) 2025-08-06T15:53Z [---] followers, [---] engagements "@A5T3R0lD ⚰ $MSTY BROS ARE COOKED ☠" [X Link](https://x.com/LegalGrapes_Esq/status/1953499539727433955) 2025-08-07T16:52Z [---] followers, [---] engagements "@daveweisberger1 @nicofreedom3 @brucefenton I feel like the term value investing has become stigmatized over time as technical trading strategies came to the forefront Squiggly lines dont really illuminate whats truly undervalued. Ill list my ultimate value picks in attempt to share alpha: $IREN $CIFR and $BTC" [X Link](https://x.com/LegalGrapes_Esq/status/1953517148195717210) 2025-08-07T18:02Z [---] followers, [---] engagements "@dotkrueger Its good to see Kaspa finally getting out there into the public zeitgeist 😂" [X Link](https://x.com/LegalGrapes_Esq/status/1953814284628050083) 2025-08-08T13:43Z [---] followers, [---] engagements "@JoeCarlasare What this tells me is that the hive mind out there still doesn't understand Bitcoin and is brushing it off as some sort of niche risk asset" [X Link](https://x.com/LegalGrapes_Esq/status/1953823820109787163) 2025-08-08T14:21Z [---] followers, [---] engagements "Stablecoins are a monetary virus to the third world.and Bitcoin is a monetary virus to the entire world. Still makes me laugh how certain people (doomers) don't understand Bitcoin *needs* to infect central and money-center banks in order for it to achieve its bull scenario and change the world" [X Link](https://x.com/LegalGrapes_Esq/status/1953826700715819188) 2025-08-08T14:32Z [---] followers, [----] engagements "@mikealfred FULLY STRAPPED INTO THE $IREN / $CIFR ROCKET 🚀 NEXT STOP ANDROMEDA GALAXY 🪐 BTC TO $250K BY EOY *EASY* 💰 XRP BROS WILL GET COOKED ⚰ ALL WILL BE RIGHT IN THE WORLD 🌎" [X Link](https://x.com/LegalGrapes_Esq/status/1953902559401586872) 2025-08-08T19:34Z [---] followers, [---] engagements "Did you really think Bitcoin could change the world without infecting fund managers banks and sovereigns too. Also: there's a difference between having legal title to an asset and being a mere custodian. BlackRock is the latter. Making them hold $BTC instead of debasing dollars is a GOOD thing" [X Link](https://x.com/LegalGrapes_Esq/status/1953903410132267208) 2025-08-08T19:37Z [---] followers, [--] engagements "The BTC community needs to adjust upward its reasonable bull case that BTC achieves pari passu status with gold within [--] years. The unlock of retirement accounts will accelerate erosion of other asset stores including bonds and equities relative to BTC. Its time we frame our argument in terms of percentages of global wealth rather than gold. Why Because Bitcoin is a wholly superior asset class compared to other stores of value. Fixed supply. Decentralized. Magnitudes less economic friction. Tradable. Verifiable. Incorruptible. The monetary virus that is Bitcoin has only just started its" [X Link](https://x.com/LegalGrapes_Esq/status/1953918732432290206) 2025-08-08T20:38Z [---] followers, [--] engagements "The BTC community needs to adjust upward its reasonable bull case that BTC achieves pari passu status with gold within [--] years. The unlock of retirement accounts will accelerate erosion of other asset stores including bonds and equities relative to BTC. Its time we frame our argument in terms of percentages of global wealth rather than gold. Why Because Bitcoin is a wholly superior asset class compared to other stores of value. Fixed supply. Decentralized. Magnitudes less economic friction. Tradable. Verifiable. Incorruptible. The monetary virus that is Bitcoin has only just started its" [X Link](https://x.com/LegalGrapes_Esq/status/1953919021646061970) 2025-08-08T20:39Z [---] followers, [---] engagements "@MiserlyTightwad @FieldNas @LawrenceLepard For starters he claims that gold has outperformed stocks in the long run. That alone makes him a clown" [X Link](https://x.com/LegalGrapes_Esq/status/1954034195732611424) 2025-08-09T04:17Z [---] followers, [--] engagements ""Free Palestine" is the product of two things: 1) descendants of individuals from Islamic countries who emigrated to the West are somehow still tied into the middle-eastern hive mind and 2) the woke mind virus programmed the NPC's to think whoever is lighter skinned is a culpable party whenever some perceived injustice is taking place" [X Link](https://x.com/LegalGrapes_Esq/status/1954255260479852653) 2025-08-09T18:55Z [---] followers, [--] engagements "Nothing drives a market correction quite like no one being able to afford the product. When Moody's says you need a nearly $130000/yr salary to afford the median home you have a problem that can finally break the dam especially when the labor market cools. 30-year peak in prices and 30-year low in sales/demand . I don't know how you square that with a thesis that home prices keep going up or simply "stagnate"" [X Link](https://x.com/LegalGrapes_Esq/status/1954593217237889421) 2025-08-10T17:18Z [---] followers, [---] engagements "If your friends only talk about sports and other mentally idle subjects instead of philosophy making money investing politics and other topics that help you understand the world and succeed for the sake of your familiesget new friends. A man's social circle is fundamental" [X Link](https://x.com/LegalGrapes_Esq/status/1954722718214934545) 2025-08-11T01:53Z [---] followers, [---] engagements "@A5T3R0lD The difference in how I view progress is a smooth curve drawn from point to point not a stair-step from one LLM model to the next. The work being done in between Grok [--] and [--] to make 5s release happen matters IMO. Or am I misunderstanding your perspective" [X Link](https://x.com/LegalGrapes_Esq/status/1954935256211149001) 2025-08-11T15:57Z [---] followers, [--] engagements "@mikealfred Serious questionany financial advisors you recommend All the ones Ive come across still dont understand Bitcoin one iota" [X Link](https://x.com/LegalGrapes_Esq/status/1955299787898548569) 2025-08-12T16:06Z [---] followers, [---] engagements "@daveweisberger1 I know youre skeptical on the value of the $ETH token yet bullish on $SOL as Ive heard you mention. Is that mostly to do with the fact you think the Solana network will grow exponentially as Ethereum stagnates or is there a material tokenomics difference I follow you closely and this is one thing Im still confused by. Would love to learn your thesis on that" [X Link](https://x.com/LegalGrapes_Esq/status/1955326903608365539) 2025-08-12T17:53Z [---] followers, [--] engagements "@RC_Free_D @2dogs1chic You're taking a 3-dimensional concept and flattening it into [--] dimensions. Bitcoin is a store of value. Ethereum Solana Chainlink etc operate essentially as tokenized tech stocks. Saying that $ETH is "competition" to $BTC simply because there's capital tied up in it is wrong" [X Link](https://x.com/LegalGrapes_Esq/status/1955608496327823608) 2025-08-13T12:32Z [---] followers, [--] engagements "Stables are a foundational part of DeFiand present the largest aspect of DeFi on a transaction volume basis. Just because the L2 batches transactions does not mean you arent still settling to the base layer. What you really need for this to happen is Edan Yago to eventually deliver on the promises he makes with response to BOS. As it stands right now youre not going to run the worlds stablecoin transactions on Bitcoin regardless of implementation" [X Link](https://x.com/LegalGrapes_Esq/status/1955623977210052713) 2025-08-13T13:34Z [---] followers, [--] engagements "@Crypto_TownHall Comparing Tom Lee to Michael Saylor is absolutely ludicrous @AmateoRa . This is just Tom Lee buying enough ETH to spark a drop in BTC dominance" [X Link](https://x.com/LegalGrapes_Esq/status/1955639463377260881) 2025-08-13T14:35Z [---] followers, [---] engagements "@mikealfred @BitfuryGeorge Investing in $CIFR is a generational wealth opportunity. It's BY FAR the most undervalued company making an HPC pivot on a mkt cap to megawatt valuation esp when factoring in the standout expertise of its management team. Same for $IREN even with some hype already in the price" [X Link](https://x.com/LegalGrapes_Esq/status/1955672192521261386) 2025-08-13T16:45Z [---] followers, [----] engagements "My thesis is that @circle crafting their own L1 for $USDC is essentially the same as if Apple tried to create its own version of TCP/IP in the early stages of the Internet. They should instead focus on helping develop things like better interoperability and fiat on/off ramps" [X Link](https://x.com/LegalGrapes_Esq/status/1955684112016269349) 2025-08-13T17:33Z [---] followers, [---] engagements "The histrionics from engagement farmers and doomers on Bessent's SBR remarks is comical as it's silly to take them beyond face value. It was always unlikely they'd *buy* $BTC outright for the Bitcoin Strategic Reserve. They were also never going to tell you they were starting to build the SBR let alone their strategy until it was already well underway. Why Because the Presidential cabinet is smart enough to know that broadcasting the timing and specifics of any BTC acquisition operation would lead to them getting front-run and $BTC price skyrocketing. Expect budget neutral "accumulation" to" [X Link](https://x.com/LegalGrapes_Esq/status/1956006493289111887) 2025-08-14T14:54Z [---] followers, [---] engagements "@daveweisberger1 There's such a patently obvious falsity and hypocrisy in the premise that I can only deduce this all as FUD to delay more nimble competitors (Kraken Coinbase fintechs like Wealthfront etc.).or them wanting another shot at inserting provisions that scuttle the whole thing" [X Link](https://x.com/LegalGrapes_Esq/status/1956022382646222886) 2025-08-14T15:57Z [---] followers, [--] engagements "@mikealfred Don't ignore the fact that money-center banks typically trade at a 1.5-2x multiple investment banks 2.5x and fund managers like BlackRock 3.5-4x. Where MicroStrategy should fall in that range from monetizing the largest stack of the most superior asset class.time will tell" [X Link](https://x.com/LegalGrapes_Esq/status/1956038156236595619) 2025-08-14T17:00Z [---] followers, [---] engagements "@BTC_broo @LawrenceLepard I wonder what our favorite doomer boomer @LawrenceLepard thinks about Bessent's correction. BTW: You're welcome for my earlier alpha 😂🤡 https://x.com/SecScottBessent/status/1956080030137626887 Bitcoin that has been finally forfeited to the federal government will be the foundation of the Strategic Bitcoin Reserve that President Trump established in his March Executive Order. In addition Treasury is committed to exploring budget-neutral pathways to acquire more https://x.com/SecScottBessent/status/1956080030137626887 Bitcoin that has been finally forfeited to the" [X Link](https://x.com/LegalGrapes_Esq/status/1956088972465033694) 2025-08-14T20:22Z [---] followers, [--] engagements "@BTC_broo @LawrenceLepard This is Bessent himself coming out and saying exactly what I said earlier. Cope harder" [X Link](https://x.com/LegalGrapes_Esq/status/1956090788770893932) 2025-08-14T20:29Z [---] followers, [--] engagements "@TEXASOL61 When can I get my supply of Arch Public on Kraken 😁" [X Link](https://x.com/LegalGrapes_Esq/status/1956091943374541261) 2025-08-14T20:33Z [---] followers, [--] engagements "@mikealfred All the while $BTC is down on the day. Something tells me that the great re-rating of $IREN as an AI/HPC provider could finally be picking up steam 👀" [X Link](https://x.com/LegalGrapes_Esq/status/1956430004192997614) 2025-08-15T18:57Z [---] followers, [---] engagements "$BTC is down on the day while $IREN currently sits 6.4% above open and over $20 for the first time since [----]. The great re-rating of it being an AI/HPC provider and not just a Bitcoin miner could be starting. Below is an accurate representation of $IREN bulls right now:" [X Link](https://x.com/LegalGrapes_Esq/status/1956433756253806950) 2025-08-15T19:12Z [---] followers, [---] engagements "@dotkrueger @dotkrueger I just want it clear Im NOT a Kaspa maxi. I just think some of the work theyre doing is interesting. Bitcoin is still the preeminent store of value in any multi-chain future scenario. I have a much larger bet on Solana 😎" [X Link](https://x.com/LegalGrapes_Esq/status/1956499780752027737) 2025-08-15T23:34Z [---] followers, [---] engagements "@ericjackson @mikealfred I could certainly buy more Bitcoin with the gains if $IREN mooned that soon. 😁" [X Link](https://x.com/LegalGrapes_Esq/status/1956781061200875700) 2025-08-16T18:12Z [---] followers, [---] engagements "I dont even really understand how that answers the question. People are oblivious and dont even know how an S&P500 index works They dont understand the fundamental concepts behind inflation money supply fiat vs hard money etcso how could they ever understand Bitcoin I dont think having USD liabilities has anything to do with it" [X Link](https://x.com/LegalGrapes_Esq/status/1956806714994594276) 2025-08-16T19:54Z [---] followers, [---] engagements "The silly things people FUD MicroStrategy with just don't seem to end. The $MSTR mNAV is not merely a measure of how much addtl $BTC the company will stack. It's a reflection of investor sentiment and their *enterprise value* compared to their BTC stack alone. JPM a money center bank trades at 2x.and that's not because investors think their book assets will double in the near to intermediate term. People seem desperate to convince themselves that there's no possible way to (responsibly) outperform spot Bitcoin on a long term basis.or something" [X Link](https://x.com/LegalGrapes_Esq/status/1957131529475256376) 2025-08-17T17:24Z [---] followers, [---] engagements "The silly things people FUD MicroStrategy with just don't seem to end. The $MSTR mNAV is not merely a measure of how much addtl $BTC the company will stack. It's a reflection of investor sentiment and their *enterprise value* compared to their BTC stack alone. JPM a money center bank holding fiat garbage trades at 2x.and that's not because investors think their book assets will double in the near to intermediate term. People seem desperate to convince themselves that there's no possible way to (responsibly) outperform spot Bitcoin on a long term basis.or something" [X Link](https://x.com/LegalGrapes_Esq/status/1957137352817561857) 2025-08-17T17:48Z [---] followers, [---] engagements "@tomyoungjr @dotkrueger @mikealfred @mikealfred literally just told you . the data centers that possess the most precious/scarce inputs that AI needs 🔌⚡🔋⚛ $IREN $CIFR The way to protect yourself from economic disenfranchisement by AI is to get mega long the stuff it needs. Get with the program" [X Link](https://x.com/LegalGrapes_Esq/status/1957151756112044100) 2025-08-17T18:45Z [---] followers, [---] engagements "@DrDickStomper @dotkrueger Tell me youre a boomer overweight real estate without telling youre a boomer whos overweight real estate 😂😂😂" [X Link](https://x.com/LegalGrapes_Esq/status/1957182012902510846) 2025-08-17T20:45Z [---] followers, [---] engagements "Thanks man. Admittedly I owe @daveweisberger1 credit for helping crystallize my perspective on $MSTR. He's more than worth a follow. MSTR is neither really an investment bank or asset manager. It's a first of its kind financial engineering firm. It has already been monetizing its BTC stack to accumulate Bitcoin rapidly. Eventually its BTC stacking will slow and simultaneously their fiat-based monetization of the BTC stack will accelerate (much to the benefit of preferred instrument holders). It's sort of ironic.yet predictable considering rising $BTC prices are obviously a headwind to" [X Link](https://x.com/LegalGrapes_Esq/status/1957279971178672454) 2025-08-18T03:14Z [---] followers, [---] engagements "A "dog shit evil fuck" who is your "benchmark for taker". Such hyperbolic and inflammatory remarks should probably be accompanied by at least a modicum of context.no Personally I think the dude has done far greater good than simply pumping your bags. Setting the stage for (and effectuating) the re-shoring of America's manufacturing capacity included" [X Link](https://x.com/LegalGrapes_Esq/status/1957285786195210665) 2025-08-18T03:37Z [---] followers, [--] engagements "@OrangePilledca It's sad how many people don't understand the two key realities behind this: 1) Bitcoin is a monetary virus that needs to infect governments and institutions in order for it to change the world and 2) the BTC that BlackRock "owns" is actually AUM that the account holders own" [X Link](https://x.com/LegalGrapes_Esq/status/1957297513263722630) 2025-08-18T04:24Z [---] followers, [--] engagements "Megawatts ⚡🔌 + Management Expertise 💡👨🏼💼 = 💰💰💰💰 $CIFR" [X Link](https://x.com/LegalGrapes_Esq/status/1957475845129510948) 2025-08-18T16:13Z [---] followers, [---] engagements "@gvictor808 @dotkrueger @LukeGromen @saylor My view on Bitcoin is simple: Its a monetary virus that NEEDS to infect banks and other financial institutions in order for it to fully realize its goals in changing the world. Its not going to fix the system unless you force the big boys onto a BTC standard as well" [X Link](https://x.com/LegalGrapes_Esq/status/1957483038201241826) 2025-08-18T16:41Z [----] followers, [--] engagements "You just dont like @dotkrueger because hes not bullish on Kaspa. A great part about being an adult is recognizing youre not going to agree with everyone on everything and thats a good thing. At the end of the daywhat investments people buy shouldnt dictate who you treat with respect or call a friend" [X Link](https://x.com/LegalGrapes_Esq/status/1957499654662459435) 2025-08-18T17:47Z [---] followers, [--] engagements "People selling their $MSTR positions due to social media FUD and hot takes like "mNAV is going to 1" are going to end up regretting it severely People need to realize that Saylor ATMing is only dilutive in terms of the number of shares getting thrown out into the marketand NOT in terms of BTC per share. Yes he issued a bunch of new shares up until recently. But he also got even more Bitcoin. Once the market absorbs those new MSTR shares and the demand-supply dynamic re-normalizesI predict an upward correct to mNAV. As an aside @daveweisberger1 I find this apoplectic reaction to the new" [X Link](https://x.com/LegalGrapes_Esq/status/1957550003615871401) 2025-08-18T21:07Z [----] followers, [--] engagements "Volatility is the engine for monetization of $BTC. Monetization of $BTC is the engine for MSTRs enterprise value. The enterprise value of MSTRs BTC stack is the engine for their mNAV. DO NOT FADE $MSTR JUST BECAUSE OF MNAV COMPRESSION DURING HISTORIC LOWS IN BTC VOLATILITY ⚠ THAT IS A SURE WAY TO GET WRECKED. THIS IS NOTHING MORE THAN THE SUMMER CALM BEFORE THE STORM" [X Link](https://x.com/LegalGrapes_Esq/status/1957574313067811312) 2025-08-18T22:44Z [---] followers, [---] engagements "@dotkrueger @dotkrueger what is this fascination with locking down a management team with a strict strategy with no optionality Either way less ATM at lower mNAVs is bullish for the stock. Should Saylor be forced to NEVER issue new shares even when its advantageous at a NAV b/w [--] & 2.5" [X Link](https://x.com/LegalGrapes_Esq/status/1957594376760160279) 2025-08-19T00:04Z [---] followers, [----] engagements "Also just so we're all on the same page.that nuance with respect to $MSTR issuance at various mNAV's was there in the original earnings call presentation:" [X Link](https://x.com/LegalGrapes_Esq/status/1957673829574082810) 2025-08-19T05:19Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CaptainPro5 Captain Pro
Captain Pro posts on X about bitcoin, $btc, $iren, $cifr the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
Mentions: [--] #
Followers: [-----] #
CreatorRank: [-------] #
Social Influence
Social category influence cryptocurrencies #7262 finance stocks automotive brands technology brands exchanges countries celebrities currencies luxury brands
Social topic influence bitcoin #2971, $btc #2469, $iren #298, $cifr #109, $mstr #298, money, $bkkt #29, $asst #153, ai, mstr #190
Top accounts mentioned or mentioned by @mikealfred @joecarlasare @dotkrueger @daveweisberger1 @a5t3r0ld @operationdanish @darkside2030 @britishhodl @lawrencelepard @smithsonbrennan @rftylerpage @daveweisberger @saylor @jamieminer9 @mckhristina @ohare888 @scottmelker @comic @fransbakker9812 @earice
Top assets mentioned Bitcoin (BTC) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Strategy (MSTR) Bakkt Holdings, Inc. (BKKT) Asset Entities Inc. (ASST) Nakamoto Games (NAKA) Kaspa (KAS) CLEANSPARK INC (CLSK) Solana (SOL) Ethereum (ETH) XRP (XRP) Western Union Co (WU) Metaplanet Inc. (MTPLF) BlackRock Inc (BLK) Bitcoin Cash (BCH) Coinbase Global Inc. (COIN) Oklo Inc. (OKLO) Chainlink (LINK)
Top Social Posts
Top posts by engagements in the last [--] hours
"@ZssBecker So what the fuck is going on with Bittensor"
X Link 2025-01-15T13:45Z [--] followers, [--] engagements
"@KasGPT @KaspaCurrency It wasnt the Solana network that bogged down it was Coinbases own system not being able to handle the $TRUMP trading frenzy. We need to be honest in our criticisms"
X Link 2025-01-21T17:22Z [--] followers, [---] engagements
"@daveweisberger1 Ethereum only hitting $4k (currently $3.2k) when expecting BTC to nearly double is pretty bearish for ETH. I also think XRP has gained too much without the fundamentals to support it to keep up with ETHs growth"
X Link 2025-01-28T18:40Z [--] followers, [--] engagements
"@CryptoThannos People are really still talking about $TRAC (Origin Trail) I remember people trying to pump that crap in 2016"
X Link 2025-02-10T22:30Z [--] followers, [--] engagements
"@daveweisberger1 I bet this is just adding 5% (at most) of their assets in BTC. A typical corporate reserve of the kind we talk about. If this is part of a bigger plan this isnt the first time someone has tried to mimic Saylorand they all seem to fail at doing so in one way or another"
X Link 2025-03-25T21:21Z [--] followers, [--] engagements
"@daveweisberger1 @MatthewRyanCase @daveweisberger1 i asked all the other banking lawyers at a recent luncheon whether developing internal compliance policies for crypto is on their radar with SAB [---] now being repealed. they all looked at me with blank stares.thus I share your "cynical" view on adoption speed"
X Link 2025-03-26T19:20Z [--] followers, [--] engagements
"@daveweisberger1 @LDrogen 💯 Banks are used to screwing with their customers and getting away with it because there was nowhere else for said customer to go. The new regulatory regime will ultimately peel back that protectionism of the banking oligarchy to the point where customers will have a choice"
X Link 2025-03-28T19:15Z [--] followers, [--] engagements
"@daveweisberger1 @LDrogen .And that choice will be some sort of mix between 1) banks that don't cheat customers out of yield 2) de-fi stablecoin wallets that can capture coins' yield and 3) fintech platforms like Wealthfront that provide far better value propositions than any TradFi bank does now"
X Link 2025-03-28T19:26Z [--] followers, [--] engagements
"@Zedzies @Kellykellam While you're correct that Chainlink Econ [---] has pushed LINK further from being purely a gov token it's still a "governance and utility" token with closed staking pools. CL is a top [--] project but I think the upside price potential is limited compared to others (for now)"
X Link 2025-03-30T18:56Z [--] followers, [---] engagements
"Buying a home right now can only mean one of two things: 1) youre in desperate need to move or 2) youre not market savvy in the slightest. Housing prices are still stuck in 1% mortgage rate land while new mortgages are clocking in a 6-7%. Sellers sitting on massively overpriced homes have not capitulated yet and Trump is still working on bringing down the long end of the curve to re-normalize the cost of borrowing and release the lockup in home supply. Until those things happen you will be swapping cheap or reasonable housing costs for absolute nosebleed level housing costs by moving. Home"
X Link 2025-03-31T23:28Z [--] followers, [--] engagements
"Ripple adopting $RLUSD for its cross-border payments system is beyond bearish for the XRP token. The only real potential use case remaining for XRP is for Ripple to (somehow) implement it as a rent-seeking fee driver within their ledger system.which will not go over well with their target audience (banks and other financial institutions)"
X Link 2025-04-02T19:38Z [--] followers, [--] engagements
"Ripple adopting $RLUSD for its cross-border payments system is beyond bearish for the XRP token. The only real potential use case remaining for XRP is for Ripple to (somehow) implement it as a rent-seeking fee driver within their ledger system.which will not go over well with their target audience (banks and other financial institutions). The funny thing is that it was clear to anyone not within the XRP army that it'd be stablecoins handling both intra and international payments. NEW: RIPPLE INTEGRATES $RLUSD INTO ITS CROSS-BORDER PAYMENTS SYSTEM NEW: RIPPLE INTEGRATES $RLUSD INTO ITS"
X Link 2025-04-02T19:44Z [--] followers, [--] engagements
"@JohnZSummers @Breaking911 The nickname youre looking for is Lord Jelly Belly"
X Link 2025-04-28T22:02Z [--] followers, [--] engagements
"And yet none of that really has anything to do with decentralization. Layer-2 solutions including @EdanYago s BitcoinOS will innovate Bitcoin to have all the computational power it needs. And perhaps newer-gen blockchains like Kaspa or Solana will operate alongside Bitcoin. I think you should really take up @daveweisberger1 on his offer to go down this particular rabbit hole with him 😁. Hes much more intelligent than I am especially on this topic"
X Link 2025-04-30T16:29Z [--] followers, [--] engagements
"IMHO in order for me to sell any sort of $BTC holdings (MSTR or spot BTC) on speculation to rebuy later there would need to be an incredibly frothy top with a high likelihood of a 50%+ correction to follow it. There's a shitload of risks in selling if you're a Bitcoin believer including: 1) taxes being higher in percentage than the correction's drop you buy back into or 2) BTC continuing up and never coming back down.both of which means you're paying taxes on what's actually a loss BTC-wise. If you think about the crypto market more generally especially with memecoins aside retail investors"
X Link 2025-05-02T21:52Z [--] followers, [--] engagements
"The welfare state and the votes it buys are apparently more important to politicians than reigning in the spending that keeps the Federal Reserve printing an avalanche of new dollars to keep up with.and suffocates Americans' ability to save meaningfully or afford the assets they need such as housing. We need sound money that the government cannot debase for their own benefit"
X Link 2025-05-11T15:19Z [--] followers, [--] engagements
"Let's be real. Inflation isn't really down.everything in the average consumer's bucket of expenditures is still growing more expensive at an accelerating rate.except for gasoline. Undoubtedly Trump undoing Biden's freeze of much of America's crude oil production capacity had an outsized impact on overall inflation because gasoline is a major expense. However the average price of gasoline is still over $3/gal and crude oil can only crash and then hover around the cost of breakeven for so long. The middle class' savings are being eviscerated to keep the gravy train for the welfare-class and"
X Link 2025-05-14T12:57Z [--] followers, [--] engagements
"@daveweisberger1 @saylor Thanks I'll take that as a "mostly yes". "He has no incentive to harm shareholders". That is perhaps the most salient point I've heard made about Saylor/MSTR in a while. I did watch the earnings call and is why I find the MSTR FUD that's going around right now ludicrous"
X Link 2025-05-22T13:20Z [--] followers, [--] engagements
"@sunny051488 @JoshMandell6 Dont spread misinformationStrategy custodies their BTC with Fidelity in a cold wallet. They dont keep coins on CEXs"
X Link 2025-05-24T00:20Z [--] followers, [--] engagements
"True although I remain cynical on adoption speed @daveweisberger1 I was just at a conference for banking lawyers and one of the lectures was on blockchain tech hosted by attorneys from a large crypto exchange and law firms who deal in crypto matters. I asked the question What will it take for BTC to be considered good collateral to banks and how fast do you see it happening They looked at me like I was high for even suggesting the ideadespite being from within the industry. I was also one of maybe [--] lawyers out of the [---] who attended the conference to sit in on that lecture 😅"
X Link 2025-06-03T17:40Z [--] followers, [--] engagements
"@GavinJohn0x @daveweisberger1 Bitcoin Solana Kaspa Bittensor and Ondo Everything else is just noise IMHO"
X Link 2025-06-05T15:06Z [--] followers, [--] engagements
"@RichNFrenz @EdanYago @BTC_OS @CharmsDev @LitecoinVM Litecoin Bitcoin Cash and the like have literally been pointless from the start"
X Link 2025-06-11T17:19Z [--] followers, [--] engagements
"@CyborgPeds Calling the Israeli military disorganized is pretty wild considering they keep managing to plan missile attacks that wipe out dozens of top-level enemy figures in one swift launch"
X Link 2025-06-13T23:07Z [--] followers, [---] engagements
"Maybe you can explain why I'm wrong here.but I question the potential upside (and earnings) of mining stocks versus just buying $BTC. It's clear these companies are competing to provide compute power as cheaply as possible building data centers the size of farms. And as such compute will basically become commoditized and dirt cheap. There is no real limit to the manufacturing of semiconductors but the Bitcoin supply is fixed. Just wondering where I am going wrong here in thinking investment capital is best left with the scarce commodities and companies best poised to lever AI into actual"
X Link 2025-06-17T12:48Z [---] followers, [---] engagements
"Unfollow anyone telling you that Saylor buying more $BTC is "dilutive" to $MSTR and hurts share value. These people are ignorant and feeding you bad information to sound smart. Time is of the essence in the digital gold rush. I personally am loving this accretive "dilution""
X Link 2025-06-17T12:58Z [---] followers, [---] engagements
"This post seems like a cheap hit job.when did @JoeCarlasare ever say the Fed was "good" As far as I can tell his stance is similar to mine. Which is that the Fed while not innocent is not the main boogeyman behind the melting of the US dollar. Rather it's Congress and the Fed is simply playing the cards it has been dealt. TL;DR: Fiscal dominance is not really the fault of the Fed"
X Link 2025-06-18T02:58Z [---] followers, [---] engagements
"Hope the Ted Cruz hit job was worth Tucker torching what was left of his reputation"
X Link 2025-06-18T14:11Z [---] followers, [---] engagements
"@daveweisberger1 @KristophJeffers @80IQmindset For anyone other than investors living in Japan buying $MTPLF instead of $MSTR is a room-temperature IQ move"
X Link 2025-06-18T17:34Z [---] followers, [---] engagements
"People are paying a 9x mNAV for MTPLF because its an equity meant for Japanese investors who literally dont have access to other Bitcoin besides it. Although as BTC eventually gains broader acceptance and Japs can buy spot BTC that structural quirk giving MetaPlanet its premium will go away and said ludicrous premium will collapse. Buying MTPLF as a non-Japanese investor is a room-temperature IQ move. Theyre not going to be more efficient at stacking BTC than Saylor"
X Link 2025-06-19T03:00Z [---] followers, [---] engagements
"I don't know if it's really because RE is "tax incentivized". The assets that are enjoying the lion's share of the asset inflation going are ones that are heavily financialized and the RE market just happens to be hyper-financialized via a variety of products like mortgages. Why Because the money printing at the Fed ends up in the laps of large financial institutions that park that money into markets that make them the most money (the markets they financialize)"
X Link 2025-06-20T15:45Z [---] followers, [---] engagements
"@john7whyte @BritishHodl As much as I like Britishits apparent he forgot that property taxes are a thing. Government also nickel and dimes property owners in other ways. Its actually kind of amazing how RE prices shrug off all the regulatory and financial friction that holding the asset carries"
X Link 2025-06-20T16:10Z [---] followers, [--] engagements
"The nature of $MSTR is distinct and often frustrates retail investors. The options trading around it can have the effect of keeping the price in a range. The magic happens when the underlying NAV squeezes it out of said range. These moves are severe and outperform $BTC (in both directions). Dont let the know-nothing retail trolls on social media FUD you into selling a vehicle that would otherwise print you generational wealth"
X Link 2025-06-24T15:15Z [---] followers, [--] engagements
"@BastienSinclair Stablecoins going mainstream has XRP on life support. The only remaining use case for it is a rent-seeking tool within the Ripple ledger ecosystem. As a guy from within the banking cabal I can tell you that would go over like a lead balloon"
X Link 2025-06-24T16:33Z [---] followers, [--] engagements
"@FransBakker9812 I am invested in IREN and CIFRhowever I worry about their revenue growth potential long term. Am I wrong to think that compute power will become commoditized and cheap ultimately squeezing revenues hard for firms in this market"
X Link 2025-06-25T14:39Z [---] followers, [---] engagements
"@AlexesNakamoto Who cares I really cant think of much thats more inconsequential than $MSTR being added to the S&P500. Investors need to stop wasting brain power on this question"
X Link 2025-06-25T14:51Z [---] followers, [----] engagements
"@MobileAdsGuru @AlexesNakamoto Not really because the boosting effect of S&P inclusion has become muted over time as equity market structures evolved"
X Link 2025-06-25T17:43Z [---] followers, [--] engagements
"@mikealfred Curious Why buy Coinbase stock when BTC MSTR IREN and CIFR exist"
X Link 2025-06-25T19:56Z [---] followers, [---] engagements
"Yeah.I cannot agree with this take at all. If you buy $MSTR it's continually stacking sats without you needing to put down new capital. You're also going to see mNAV's expand beyond 2x long-term as Bitcoin gains widespread adoption and Strategy begins offering BTC-based products and temporarily inflate beyond that baseline during bull runs when $BTC is going up simultaneously. There's a reason tradfi banks trade at similar multiples to book as what Strategy does now and there's every reason to believe that highly sophisticated Bitcoin treasury companies like Strategy would enjoy an even"
X Link 2025-06-27T13:55Z [---] followers, [---] engagements
"Strategy joining the S&P [---] would be incredibly significant for Bitcoin and largely insignificant for $MSTR. While it would be a step forward in TradFi's acceptance of $BTC equity markets have matured beyond giving stocks a large boosting effect simply via index inclusion. And frankly. $MSTR doesn't need index inclusion to reach its potential"
X Link 2025-06-27T15:32Z [---] followers, [---] engagements
"@CyborgPeds That would be KMKE (Milwaukee Mitchell International Airport). Flown our own plane by that many times before"
X Link 2025-06-27T18:06Z [---] followers, [---] engagements
"Assuming you hold the common stock for any length of time it benefits from BTC Yield meaning the amount of Bitcoin "owned" per share increases. Even if Strategy buys $BTC by issuing new $MSTR shares said BTC is bought at a discount relative to BTC per share due to having an mNAV greater than [--] which means they end up with more Bitcoin than the amount of new $MSTR sold (in dollar terms). This is why it's called accretive dilution"
X Link 2025-06-27T20:09Z [---] followers, [---] engagements
"Clearly should have bought even more $IREN and $CIFR than I did The operating companies that can combine the energy settlement mechanism of Bitcoin mining with the simultaneous monetization of their energy for A.I. compute will become some of the most lucrative on the planet"
X Link 2025-06-27T22:18Z [---] followers, [---] engagements
"@EA_Rice how would removing capital gains tax on Bitcoin destroy it In my view it would spur as much new buying as it would selling. Its also a necessary step in $BTC becoming a medium of exchange because no one is going to micro-transact an asset with that replacement cost"
X Link 2025-06-30T17:05Z [---] followers, [---] engagements
"@DarkSide2030_ @EA_Rice This is the same point @daveweisberger1 has been making about capital gains taxes driving high replacement costs of spending in $BTC. Cap gains taxes on crypto needs to go"
X Link 2025-06-30T17:07Z [---] followers, [--] engagements
"@dgt10011 Whats a better buy todayStrategy at a 2x multiple or MetaPlanet at a 5x or greater multiple My answer would almost certainly be the former. Eventually as markets evolve MetaPlanets multiple premium over Strategys will fade away"
X Link 2025-06-30T20:52Z [---] followers, [----] engagements
"@morpheus7447x @dgt10011 Dont buy BTC treasury stocks to trade in and out of. Trying to catch mNAV peaks and valleys is a fools errand. Just accumulate value now and let it ride. Also yes it is. MetaPlanet will never be able to offer the sorts of sophisticated $BTC based products that Strategy will"
X Link 2025-06-30T21:17Z [---] followers, [--] engagements
"@JoeCarlasare @dotkrueger To be fair blue chip alts have traditionally outperformed BTC on a cycle trough to peak basis. But markedly underperform over the long-term. Key word here being "traditionally""
X Link 2025-06-30T23:06Z [---] followers, [---] engagements
"@JoeCarlasare Dumped that garbage to buy $IREN and $CIFR a while ago 😎"
X Link 2025-07-02T00:35Z [---] followers, [---] engagements
"The whole point of $IREN is having the infrastructure to monetize the convergence of BTC and AI at the energy level. Theyre betting that actually having the infrastructure to offer HPC to large clients who cant otherwise get the land or power to scale fast enough and at the same time capitalizing on cheap power to mine Bitcoin is one of the next megatrend strategies that will print money like crazy. And in my humble opinion theyre exactly correct on that"
X Link 2025-07-02T15:24Z [---] followers, [---] engagements
"@operationdanish "Ethereum treasury companies will significantly outperform Bitcoin treasury companies which are cooked." - @operationdanish Talk about a room-temperature IQ take 😂😂😂"
X Link 2025-07-03T02:05Z [---] followers, [--] engagements
"I actually disagree with the Fourth Turning just being a "meme" despite agreeing the fiat system isn't on a course for total implosion in the near-term. It's clear that the dial keeps getting turned up on the civil unrest. Politicians won't have the political capital or will to effect the drastic changes necessary to fix anything until it blows up in their face. I expect periods of intense civil unrest in the "chaotic middle" between the next instance of fiat printing and A.I.'s disruption to the market which will compound those negative effects on the bottom 50% and a more sustainable future"
X Link 2025-07-03T15:01Z [---] followers, [--] engagements
"*Zero arguments you're able to counter. If you need me to make it clearer. GLP1's might cut some doctor's visits in the future but there's no real data to suggest that GLP1's are making real headway in curbing the chronic disease crisis. Also patients buying these drugs means more money into the healthcare system not less so this again makes no sense. Dropping millions of illegals from Medicaid coverage is a huge net positive relieving a non-trivial amount of pressure on these entitlement systems. A.I. enhancing billing systems will not make the healthcare system "worse". There's no rational"
X Link 2025-07-03T16:49Z [---] followers, [--] engagements
"The provisions that curb federal assistance to states giving illegals' free healthcare from these coffers did make it into the bill so I'm not sure why you're claiming otherwise: There is no data showing GLP1's are reducing chronic disease rates or doctor's visits by any meaningful degree yet or will in the near future. Besides in general "doctor's visits" are nothing more than formalities to get access to the appropriate prescription drugs and people getting on these drugs means more money into the system. The argument that technological and pharmaceutical innovations are a net negative"
X Link 2025-07-03T17:14Z [---] followers, [--] engagements
"@ericjackson Do you think there's still time to add to $IREN or $CIFR positions If so which would you prioritize"
X Link 2025-07-03T17:39Z [---] followers, [----] engagements
"Imagine whining about a budget reconciliation that re-allocates $150B towards border security ($50B for the wall) and extends the Trump tax cuts for businesses and working class Americans. There are apparently loads of people out there who are desperate to try and look smart 😂"
X Link 2025-07-03T19:49Z [---] followers, [--] engagements
"@mikealfred @cryptomanran Dude literally just made a post about how GLP1s becoming popular will tank the healthcare sector. Call me nuts but selling more drugs seems like a positive for the sector. I guess me and millions of others who take Humira are really hurting the industrys bottom line 😂"
X Link 2025-07-03T21:13Z [---] followers, [---] engagements
"It's rare we disagree @JoeCarlasare but describing the Bitcoin protocol as a "QQQ" or anything akin to a tech stock isn't accurate IMHO. It will become the new gold but a gold that's tuned for the next [----] years rather than the prior with a fixed supply and has the value-add of being an energy settlement mechanism and public/trustless/immutable ledger. This is why I hammer on the miners getting slept on by investors being able to monetize the energy layer of Bitcoin and spin that capital into growing your A.I. compute service capacity will be huge. The value of those latter characteristics"
X Link 2025-07-04T19:24Z [---] followers, [---] engagements
"I fully endorse @ericjackson and his message on $IREN and $CIFR. If you're bullish Bitcoin and A.I. you should be mega-bullish on the companies poised to provide their scarcest inputs: economical power land data centers and the expertise in execution. Physical infrastructure matters a ton despite these being digital products. https://www.youtube.com/watchv=uZyP_k4_gkk https://www.youtube.com/watchv=uZyP_k4_gkk"
X Link 2025-07-04T23:29Z [---] followers, [---] engagements
"The problem with this thesis is it completely ignores the utility that stablecoins provide and why JP Morgan Bank of America and other mega-cap banks are already working on their own stables. Being a much faster cheaper and easier way to transmit dollars than the analogue paper based banking system we have now.eventually almost every dollar out there in the ether will be tokenized. It's also going to be a vehicle for banks to load up on treasuries. The fact they're "only" being used on DeFi apps right now doesn't negate the fact regulatory clarity will open the flood gates for TradFi to adopt"
X Link 2025-07-05T01:29Z [---] followers, [--] engagements
"@FransBakker9812 @GlobalCollapse What about for $CIFR 😁"
X Link 2025-07-05T05:31Z [---] followers, [--] engagements
"@mikealfred @CryptoWendyO What about $CIFR 😁"
X Link 2025-07-05T19:47Z [---] followers, [---] engagements
"@BitcoinTina @LangmanVince Elon is just having another crashout because the OBBB slashed some government credits for EV's. He will continue throwing egg on his own face backing off and then apologizing for it. Anyone who says otherwise is situationally unaware or just trying to sound smart"
X Link 2025-07-06T17:33Z [---] followers, [--] engagements
"I tried to "infra-pill" some folks on a Bitcoin space the other day. I thought the idea of being bullish on Bitcoin means you should be mega-bullish on the infrastructure plays that can spin up AI compute at the same time is a no-brainer.but the greater consensus amongst the influencers is that electricity and facilities aren't the scarcest inputs behind the future's largest two megatrends. Sigh"
X Link 2025-07-06T18:59Z [---] followers, [---] engagements
"@dotkrueger @JoeCarlasare if you're a fellow Star Trek fan.just wanted to make sure you were aware of this. Shatner was a physical actor used to supplement this A.I. created video. It was the sendoff to Leonard Nimoy that Shatner always wanted to make: https://www.youtube.com/watchv=mgOZFny7F50 https://www.youtube.com/watchv=mgOZFny7F50"
X Link 2025-07-06T19:26Z [---] followers, [---] engagements
"Joe just realize that these are the types of people that Dark attracts in his orbit which says objectively negative things on his ethos. Dark literally just said on Freds space that its not Bitcoin thats volatile its the dollar which is why Bitcoins price is volatile. You attract fellow young professionals like myself who recognize level-headed sources of information. Dont let this nonsense dissuade you from sharing your vision 🫡"
X Link 2025-07-06T22:02Z [---] followers, [---] engagements
"@operationdanish The way I see it anyone can start their own Bitcoin treasury company but it would take over a decade to replicate an $IREN or $CIFR even if you could obtain the permits to do so"
X Link 2025-07-06T23:44Z [---] followers, [---] engagements
"Hi again Doc. Bitcoin has traditionally followed a 4-year cycle where it goes up thousands of percent in price during the bull phase followed by an 80% drawdown in the following bear. The dollar doesnt do that. Bitcoin like other tokenized assets are multi-currency. Its normally priced in dollars simply because dollar deposits and USD-based stablecoins are predominantly what investors purchase it with. Does that make sense"
X Link 2025-07-07T01:36Z [---] followers, [--] engagements
"@HodlFlorida Bitcoin going from $16k to $110k isn't price discovery"
X Link 2025-07-07T16:32Z [---] followers, [--] engagements
"@Thecityismine_x The math is clear as crystal and it's sickening to hear these billionaires call it fake news. Step [--] is literally so simple even a five-year-old could comprehend it: Pass a law prohibiting private-equity and corporations from buying up single family homes"
X Link 2025-07-07T18:53Z [---] followers, [--] engagements
"@daveweisberger1 @HEX_Buzz @danclarkie @Crypto_TownHall My thought on that is half your time being spent talking about nonsense like Hex would be suboptimal. You're too valuable of a resource for high signal-to-noise ratio information to waste that much of it on topics even the average investor already knows is bullshit 😎"
X Link 2025-07-07T21:43Z [---] followers, [--] engagements
"@JoeCarlasare @tomyoungjr @LorenHodl @GaryCardone @dotkrueger @daveweisberger1 Id also be interested in your take on this"
X Link 2025-07-08T17:44Z [---] followers, [--] engagements
"@JoeCarlasare Not a bad choice. I'd have to go with the DeLorean time machine specifically from BTTF [--]. A proton pack or studio sized model of the USS Enterprise from Wrath of Khan are close seconds"
X Link 2025-07-09T01:17Z [---] followers, [--] engagements
"@mikealfred Deploying more capital with $IREN and $CIFR on this mini dip today. I am strapped the fuck in to ride these babies even beyond the end of this Bitcoin "cycle". Why. Because there is no "cycle" for electricity or A.I. 🔥🚀🔌⚡"
X Link 2025-07-11T18:11Z [---] followers, [---] engagements
"If any "Bitcoin influencer" makes either of these two claims they don't know what makes BTC the liquidity black hole that it is: 1) $BTC would benefit from have a perpetually increasing supply and/or 2) it won't outperform the S&P after its initial adoption curve is achieved. The reason Bitcoin is an ever-growing gravity well for the globe's liquidity is that it's literally the only asset that fully protects wealth via being a 100% deflationary inelastic commodity that's readily tradable traceable and verifiable (and very cheaply so). It will de-monetize gold and then it will go on even"
X Link 2025-07-11T20:23Z [---] followers, [---] engagements
"@HeroDividend Yes. It's a wholly superior asset class with none of the economic friction inherent in equities"
X Link 2025-07-12T23:28Z [---] followers, [--] engagements
"@CyborgPeds @woodyspigroasts Awesome We bring the boat up there every yearever since I was an infant. Well be back up in a few weeks. Have fun Doc"
X Link 2025-07-13T20:37Z [---] followers, [--] engagements
"At this point in the cycle I am only deploying new capital towards $IREN $CIFR and (as usual) stacking $BTC. Also long $MSTR $SOL $LINK $TAO and $KAS. Current vibes. https://t.co/Otpp9T6vOo Current vibes. https://t.co/Otpp9T6vOo"
X Link 2025-07-13T20:41Z [---] followers, [---] engagements
"@OHare888 OHareyou literally think $BTC is nothing more than some expression of risk. Nothing against youbut you clearly have no understanding of what Bitcoin is. You need to study the topic more before clowning on Bitcoiners for their takes on the asset"
X Link 2025-07-13T22:43Z [---] followers, [--] engagements
"@JoeCarlasare @dotkrueger @BitcoinTina But.the Efficient Frontier"
X Link 2025-07-13T23:14Z [---] followers, [--] engagements
"@mikealfred I would like to as I share your price sentimentbut have literally never traded options before. Not even buying long calls 😅"
X Link 2025-07-14T16:01Z [---] followers, [---] engagements
"I am personally strongly in favor of passing legislation banning private equity and corporations from buying single family homes. I dont think it would be difficult to account for mortgagees taking title to properties to effectuate foreclosure sales. Add healthcare systems and hospitals to the list of markets we also need to push PE out of"
X Link 2025-07-14T20:44Z [---] followers, [--] engagements
"@Badguybtc 1971*"
X Link 2025-07-14T20:47Z [---] followers, [---] engagements
"@daveweisberger1 @DavidFBailey Agreed. I just about died when Jeff Park (of all people) did an interview on Wolf of All Streets saying how excited he was about Tom Lees new ETH treasury company Anyone who claims these altcoin treasury companies are a good idea instantly torch their reputation IMHO"
X Link 2025-07-15T00:05Z [---] followers, [--] engagements
"Respectfully what you just said makes no sense. [----] is when the last tether between the dollar and a hard money standard (gold) was severed. Pull up any chart comparing wages to GDP housing etc and you'll see them track one another until a strong deviation starting in '71. Literally every pathology you can associate with fiat debasement fed "money printing" massive government deficits and the like can be traced back to leaving Bretton-Woods in [----]. Saying [----] was when "they just got called out on it" doesn't communicate an awareness of what actually happened"
X Link 2025-07-15T00:41Z [---] followers, [--] engagements
"@dotkrueger What makes you say that Powell lowering rates ahead of the [----] election was clearly political. But with the market at ATH's keeping rates steady right now is the correct choice. Throwing gasoline on an already raging fire will only get you burned"
X Link 2025-07-16T13:47Z [---] followers, [---] engagements
"@JoeCarlasare you might find this interesting 😁"
X Link 2025-07-16T21:52Z [---] followers, [--] engagements
"Apparently when you share your math with good ole Larryhe doesnt take too kindly to it. Boomer blocks are a badge of honor 🏅 #Bitcoin #SP500 #QQQ"
X Link 2025-07-17T01:00Z [---] followers, [--] engagements
"If the question is whether Warren is lying the answer is yes 99/100 times. Here shes casting changes in regulatory authority as total removal of regulatory oversight. So yes she is lying yet again to try and cast crypto as a villain rather than technological progress. As to whether companies can just choose their regulator thats again not an accurate framing. Shes purposely mischaracterizing the provisions in the bill that determine whether tokenized assets are commodities or securities which then guides which regulatory agency has authority over said asset. This relates back to my"
X Link 2025-07-17T13:43Z [---] followers, [---] engagements
"@Crypto_TownHall Why did you put that Hex grifter Ben on stage again"
X Link 2025-07-17T14:44Z [---] followers, [--] engagements
"@mikealfred I have my $90 IBIT November calls already my good sir. Ready to embark on the open seas with you 🫡"
X Link 2025-07-17T21:26Z [---] followers, [---] engagements
"Do the people buying (or holding) $XRP not realize that the stablecoin bill imminently becoming law is extremely bearish for XRP Its only remaining potential use case is as some rent-seeking device within the Ripple ecosystemwhich has yet to even launch a widely used product $XRP SURPASSES $200B MARKET CAP $XRP SURPASSES $200B MARKET CAP"
X Link 2025-07-17T21:46Z [---] followers, [---] engagements
"@BTCBreadMan Owning Ethereum is plain vanilla alt exposure. Owning XRP is just mental illness"
X Link 2025-07-18T02:51Z [---] followers, [---] engagements
"@tomyoungjr factually speaking the use case for XRP as a widely-adopted medium of exchange for banks has totally evaporated into thin air. stablecoins will fill that role. Ripple has already rushed out its own stable after seeing movement on the Genius Act. there's no real driver left for the token. it's relying on fumes from retail"
X Link 2025-07-18T03:30Z [---] followers, [---] engagements
"@EA_Rice Called it https://x.com/JacobKinge/status/1945991478511284284 BREAKING: The original Bitcoin mega-whale who moved [-----] BTC on July 4th is now offloading the final [-----] BTCstraight into a Galaxy Digital wallet. The first [-----] BTC were already transferred earlier this week. As of now the wallet is rapidly being drained in real-time https://t.co/tnr9K4vrfO https://x.com/JacobKinge/status/1945991478511284284 BREAKING: The original Bitcoin mega-whale who moved [-----] BTC on July 4th is now offloading the final [-----] BTCstraight into a Galaxy Digital wallet. The first [-----] BTC were"
X Link 2025-07-18T18:21Z [---] followers, [--] engagements
"@OHare888 How's it so hard to comprehend that stablecoins are better rails for the financial/banking system being exponentially faster cheaper and operating on an immutable public ledger. You're the only crypto skeptic I know of who goes so far as to claim stables are a nothingburger"
X Link 2025-07-18T21:33Z [---] followers, [--] engagements
"@GaryCardone Gary what the fuck man.Ripple owns half the supply of XRP in escrow. Everyone knows this. They're already nothing more than an XRP treasury. And XRP is going to zero now that the GENIUS Act is signed"
X Link 2025-07-19T17:48Z [---] followers, [----] engagements
"What a lot of altcoin investors miss is that there are tokens behind projects already in demand in the real world. $LINK is one of the very few. You absolutely need data linkages between the real world and the blockchain world as well as b/w different chains. Chainlink certainly stands out in a sea of vaporware"
X Link 2025-07-19T19:33Z [---] followers, [---] engagements
"@operationdanish Debating between picking up CRSP or RCKT. I know the hype pick right now is OSCR but I have no interest or excitement in the insurance side of things"
X Link 2025-07-20T03:23Z [---] followers, [--] engagements
"@A5T3R0lD It's a PoW diacyclic graph developed by who I feel is the strongest dev team in DeFi. Fastest PoW chain by far (10 BPS). They're deploying smart contracts and claim it'll be even faster than Solana for that purpose too. I am bullish $KAS (for now)"
X Link 2025-07-20T13:14Z [---] followers, [---] engagements
"1) XRP doesn't "bridge" anything. Tokenized assets don't need XRP at all. The whole point of tokenizing an asset is needing no type intermediary whatsoever. It can trade freely on a multi-currency basis on a public blockchain. 2) Retail still drives the XRP token price. Institutions are not using it (or even the Ledger itself). The price driver is purely retail hype. 3) XRP has no utility outside of the ripple ledger. And to be frank like I said no one is really using the XRPL. And in the limited cases they are.they're opting not to use XRP as a settlement currency. You also don't even need"
X Link 2025-07-20T13:21Z [---] followers, [--] engagements
"The human psychology in the Bitcoin sphere is wild. We can score huge political wins that are objectively mega-bullish for BTC and blockchain technology.and people will still find ways to FUD any way they can. Equating privately issued stables with CBDC's is silliness. So-called stablecoins are centralized bank digital currencies. Stablecoins are CBDC. So-called stablecoins are centralized bank digital currencies. Stablecoins are CBDC"
X Link 2025-07-20T15:43Z [---] followers, [---] engagements
"@operationdanish @StevenYamada1 The concept works however my viewpoint is younger investors (65 yo) are better served by maximum growth. If BTC fails for some reason you'd still be better off with a mix of SPY and QQQ for equity market exposure. That only wouldn't be the case if the whole market implodes"
X Link 2025-07-20T16:13Z [---] followers, [--] engagements
"@operationdanish This seems like a very bad idea. De-diversification doesn't mean fully exiting equities to just sit on commodities like gold and BTC. What you're effectively doing is going all in on Bitcoin. And as much as I love Bitcoin I dont think being 100% BTC for growth assets is optimal"
X Link 2025-07-20T17:31Z [---] followers, [---] engagements
"I was just yelling at my fellow 30-something buddy for having 40% of his portfolio in SCHD 🤯 The growth in M2 averages between 5% to 7% annually. Some of that finds its way into consumer inflation (CPI) but most of it finds its way into asset inflation (real estate stocks etc.). Bonds return less than that. The S&P [---] is a little above that assuming it's on the tax-free side as a 401k or IRA. Funds like QQQ provide a bit more. And Bitcoin is literally the only instrument whose utility is significantly outpacing M2 growth and growing purchasing power substantially over time. And in all"
X Link 2025-07-21T00:27Z [---] followers, [---] engagements
"@A5T3R0lD @moonlanding18 @VladTheInflator The funny thing about the housing market is that owners/sellers think the price of their home can only go in one direction.up. Nothing drives a market crash quite like no one being able to afford the product. It might take couple or few years but a correction is inevitable"
X Link 2025-07-21T01:13Z [---] followers, [--] engagements
"The housing market gridlock is the result of home prices naturally being sticky. Plus we had the perfect storm of low rates and pre-pandemic pricing followed by rapid rate hikes. It's just a matter of time before the dam breaks. No one ever wants to think a housing crash can happen. But they do"
X Link 2025-07-21T01:17Z [---] followers, [--] engagements
"No one is really that good at predicting what the housing market is going to do. But in my attempt to look at the totality of the circumstances as objectively as possible I don't know how there isn't a significant home price correction that returns us to the mean. It's either that or we turn into a nation of renters. We are fortunate enough to be building equity at a goldilocks combination of mortgage rate and home price (bought in 2020) but at some point we'll be looking to upsize 😅"
X Link 2025-07-21T02:13Z [---] followers, [--] engagements
"@operationdanish What a week. First the end of society with Grok AI companions and now the end of TV with this nonsense. What the hell is even going to be left at this rate 😂"
X Link 2025-07-21T03:36Z [---] followers, [--] engagements
"Congrats to those who also eventually figured it out on the BTC miners turned AI/HPC co-locators 🚀 $IREN $CIFR"
X Link 2025-07-21T14:21Z [---] followers, [---] engagements
"@GaryCardone are you seriously going to contend that $BTC treasury companies have a more sustainable business model than miners like IREN and CIFR manufacturing $BTC at 50% or less of market value and selling it at market. Even with companies like IREN also breaking into AI/HPC data centers No hate here broski just let me break this down: Anyone can throw capital at the wall and start a BTC treasury overnight. You cant recreate an IREN or CIFR who spent a decade getting permits enviro studies power contracts interconnect agreements and building out facilities with proprietary expertise. And"
X Link 2025-07-21T15:23Z [---] followers, [--] engagements
"I cant scream this loudly enough: Bitcoin treasuries are NOT a more sustainable business model than the miners. One requires a financial flywheel that never stops. The other manufactures the asset below market value. Its not that difficult of a concept to comprehend. FYI I say this as a bullish $MSTR shareholder. I am not saying Bitcoin treasury companies are going away entirely but most will. Strategy is extremely well engineered. Most others depend on riskier mechanics that will fall apart in the event of a significant bear market. Butcompanies that can drive real organic revenues by mining"
X Link 2025-07-21T15:41Z [---] followers, [--] engagements
"@mikealfred It makes no difference to me that $IREN and $CIFR closed flat after that beautiful morning open. It was a preview of even greater euphoria when they 10x by EOY. Market makers think they won but we know theyre taking a knife to a mini-gun salvo from those who see the future"
X Link 2025-07-21T20:16Z [---] followers, [---] engagements
"@A5T3R0lD Bro you really stirred up a hornets nest by saying you can retire on a dollar amount that's around 10x what the average retiree manages to save up. Go figure 😂😂😂"
X Link 2025-07-22T02:18Z [---] followers, [--] engagements
"Huh. the P/B ratio for JPM is 2.4x. Money center banks average around like 1.5x investment banks around 2x and asset managers like Blackrock trade at around 3.5x. Where you think $MSTR's fair value mNAV should fall on that spectrum as a function what what category Strategy most closely resembles and whether Bitcoin being a superior asset class merits them a premium.well that's up to an individual investor to decide. But none of the technical reasons you outlined are legitimate reasons to be bearish $MSTR"
X Link 2025-07-22T02:57Z [---] followers, [---] engagements
"It's not accurate to say "always". The minimum dividend yield per the terms of STRC is 1-Month SOFR. It's called "Stretch" because the dividend yield can be stretched higher to either attract new buyers if its market value falls or contracted if price increases. The point is to keep $STRC at par value while providing cash yield"
X Link 2025-07-22T03:33Z [---] followers, [--] engagements
"Guess who these AI companies will be begging for some of their precious megawatts. 👀 $IREN $CIFR "No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out AmidData Center Buildout https://t.co/5oNwA2brYV "No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out AmidData Center Buildout https://t.co/5oNwA2brYV"
X Link 2025-07-22T16:13Z [---] followers, [---] engagements
"Something tells me that the not your keys not your wallet maxis are going to change their tune when products that can offer yield on $BTC held on Kraken Coinbase or Charles Schwab come to market Are you seriously going to tell me youd forgo BTC yield on your HODL stack"
X Link 2025-07-22T20:33Z [---] followers, [---] engagements
"Ironically I just made a post about BTC yield products. Theyre not here yet but they will be arriving in the not too distant future. What Saylor is selling is preferred equities that are basically profit-sharing mechanisms for Strategys monetization of its BTC stack. Not a yield curve"
X Link 2025-07-22T20:48Z [---] followers, [---] engagements
"So.a senior preferred equity with a monthly cumulative dividend payment made by directly monetizing the volatility of Strategy's $BTC stack without any NAV erosion. ☠ RIP $MSTY ⚰ Strategy is offering $STRC (Stretch) a new Perpetual Preferred Stock via IPO to select investors. $MSTR https://t.co/LaQSrrMsEg Strategy is offering $STRC (Stretch) a new Perpetual Preferred Stock via IPO to select investors. $MSTR https://t.co/LaQSrrMsEg"
X Link 2025-07-23T01:57Z [---] followers, [---] engagements
"@21mbtc_ai @JoeCarlasare @zackbshapiro @btcpolicyorg @DarkSide2030_ It didn't take me long at all to notice that Bechler has the IQ of a flank steak"
X Link 2025-07-23T02:38Z [---] followers, [--] engagements
"@BTC_Bella69420 @A5T3R0lD Pointless.the move with $IREN and $CIFR is to just get massively long by just buying and holding actual shares. They're [---] baggers if you just hold for a few years"
X Link 2025-07-23T02:41Z [---] followers, [---] engagements
"The biggest load of garbage investors deal with is their employers forcing their retirement savings into being totally trapped capital. Im young I want to invest in $BTC and $QQQ. Not bond funds REITs or target retirement junk. We need a law mandating employers allow mid-service rollovers whenever an employee requests one"
X Link 2025-07-23T16:01Z [---] followers, [---] engagements
"@dotkrueger How is it so difficult to understand how much of something you physically possess (hold) versus how much of it you own (have title to) Kraken holds a crap load of BTC but its users have legal title (ownership) to almost all of it Doesnt take a lawyer to understand this 🤦🏻♂"
X Link 2025-07-23T16:23Z [---] followers, [---] engagements
"@A5T3R0lD I love squiggly lines ➿📈📉"
X Link 2025-07-23T18:19Z [---] followers, [--] engagements
"@TheRealRorbo @JoeCarlasare Youre clearly not a sophisticated investor otherwise you wouldnt have just asserted that claim you just did. 🤦🏻♂"
X Link 2025-07-24T13:31Z [---] followers, [--] engagements
"You should really check your math. MSTR has wildly outperformed BTC over extended periods of time. It only has failed to do so if your timeframe begins during the treasury company mania phase in Nov when it clearly got ahead of itself. Its fair mNAV baseline is at least 2x and theyll continue raising the price floor as the $BTC stack grows. The whole point of buying MSTR is to grow your bitcoin ownership without deploying new capital. Sorry you dont understand the product"
X Link 2025-07-24T14:28Z [---] followers, [--] engagements
"@TheRealRorbo @JoeCarlasare Your math skills blow. [--] months ago is literally November right at the peak"
X Link 2025-07-24T15:22Z [---] followers, [--] engagements
"@JoeCarlasare I just want to put it out there: Everyone who disagrees with @mikealfred on the destiny of MicroStrategy the extreme value of being the premier Bitcoin escrow agent for the largest players in the world and the priceless replacement cost of a 800k to 1M $BTC stack.is wrong 😁"
X Link 2025-07-25T00:15Z [---] followers, [---] engagements
"@MHiesboeck Since when has VeChain been a "leading L1" No one is going to actually use VeChain for anything much like how it has been for the last [--] years. These specialty chains that don't operate like public utilities just don't stack up to protocols like Solana or Kaspa"
X Link 2025-07-25T04:25Z [---] followers, [---] engagements
"@JoeCarlasare Mike was killing it as usual. O'hare is still a useless bitcoin pervert. Just surprised Tina didn't bring up the Efficient Frontier. Fire space overall 🔥 Only thing that could have made it better was an encore of British's "fiat peasant" routine"
X Link 2025-07-25T04:46Z [---] followers, [---] engagements
"@nickfields33 @MHiesboeck @EvernodeXRPL No one is going to use the XRPL either"
X Link 2025-07-25T04:46Z [---] followers, [--] engagements
"@JoeCarlasare @JRHunt935410253 @mikealfred Joe youre a fellow CK Law grad that I respect more than anyone elsebut if Bitcoin doesnt end the year reaching higher than $140k then the bull cycle model needs to get completely thrown out the window. Ill also then be throwing every cent i have at the coiling spring 😁"
X Link 2025-07-29T03:08Z [---] followers, [---] engagements
"I dont really understand what your mindset is in asserting this. The road were on right now is $BTC becoming a global reserve asset. And thats precisely to do with the fact fiat currencies are being constantly debased and on a long enough timeline will eventually blow up. If Bitcoin isnt capable of stepping into its shoes as its analogue cousin (gold) once did.then what will I dont think you can make a statement like you just did without being able to provide and answer as to the what and why"
X Link 2025-07-29T16:59Z [---] followers, [---] engagements
"I won't personally attack you here like the foaming mouth Bitcoin space regulars but I'll share the underlying thesis: The Bitcoin market is impossible to predict. $BTC price is a line that goes up and to the right long-term. So when its $1M per BTC it's not going to matter if you bought at $95k $105k or $118k. The main thing will be that you didn't permanently sideline yourself. Because just as with the S&P the vast majority of gains are made in [--] to [--] trading days out of the year. So what you really need in order to make money as an investor is exposure. Time in the market rewards"
X Link 2025-07-30T14:40Z [---] followers, [--] engagements
"@BritishHodl Much like buying $XRP investing in $MSTY when $STRC exists is the equivalent of failing an IQ test"
X Link 2025-07-30T14:48Z [---] followers, [----] engagements
"Unfollow anyone who tells you: 1) To buy $XRP. 2) Saylor hitting the ATM is "dilutive". 3) To buy $MSTY instead of $STRC. 4) $BTC won't continue outperforming the S&P after it reaches parity with gold. 5) The "Big Long" is a thing that will happen. These are all abhorrently bad takes from people that have no idea what they're talking about"
X Link 2025-07-30T14:59Z [---] followers, [---] engagements
"@amitylee13 @joeroganhq @RepThomasMassie Ah yes apologies to the guy who actively tries to undermine nearly every effort of President Trump to advance the flag in the proper direction simply because it doesnt leap frog as far as Massie wantsdespite the fact what he wants is politically impossible 😂"
X Link 2025-07-31T03:12Z [---] followers, [--] engagements
"@Puncher522 Every single one of these characteristics sounds like a means to destroy western civilization on their own let alone collectively under the umbrella of "communism". All commies belong in the gulag"
X Link 2025-08-01T16:38Z [---] followers, [--] engagements
"@daveweisberger1 @TXMCtrades @daveweisberger1 correct me if I am wrong and I know theres a non-trivial chance of that.but hasnt the Macro Monday crew hypothesized that Bitcoin will eventually eat into real estates monetization premium after it does so to gold"
X Link 2025-08-02T17:12Z [---] followers, [--] engagements
"It's not that it "has to" it's that housing went from being a utility asset to carrying an investment premium because boomers parked half their cash in it. That has resulted in no one being able to afford a home anymore. That being unwound will happen at some point. BTC being a far superior investment could play a role in that. And it's not hard to hypothesize why"
X Link 2025-08-02T18:33Z [---] followers, [--] engagements
"@AlemzadehC Good thing I bought more $CIFR yesterday"
X Link 2025-08-02T18:33Z [---] followers, [---] engagements
"@A5T3R0lD Wall Street might be soaring but my bags certainly arent 😅"
X Link 2025-08-04T00:35Z [---] followers, [--] engagements
"Why does someone investing in Bitcoin via $MSTR or $FBTC mean that they "don't understand Bitcoin" I find these sorts of platitudes to be nonsensical. Bitcoin is an investment. If someone chooses to invest with a custodian there's nothing wrong or "low T" with that. Frankly it's a better option for most people"
X Link 2025-08-04T01:16Z [---] followers, [--] engagements
"@dotkrueger Money market funds are garbage. They pay the same market rate as HYSA's like Wealthfront. A retiree is best off being 70-80% in large-cap dividend ETF's 20% Bitcoin and perhaps some percentage set aside for fliers like $CIFR. One or two years' expenses can go in the HYSA"
X Link 2025-08-04T01:22Z [---] followers, [---] engagements
"@BitcoinPilot21 Ehh. The Bitcoin protocol is a technology sure.but $BTC is an investment at its core. It just happens to be in the form of a decentralized system that operates as both a P2P money transfer and energy settlement network. It's a technology meant to function as an investment"
X Link 2025-08-04T01:29Z [---] followers, [--] engagements
"Until the investing public at large doesn't have to worry about memorizing keys losing said keys punching in an address wrong or generally figuring out how to hold Bitcoin in true cypherpunk style.the ETF's are here to stay and are perfectly fine instruments to utilize. I agree in spirit but this "low T cuck" bravado that attempts to stigmatize custodial investing into $BTC is itself pretty cringe and doesn't help onboard new Bitcoiners"
X Link 2025-08-04T01:39Z [---] followers, [--] engagements
"@BitcoinPilot21 These cypherpunk platitudes are not persuasive and that's a false analogy. AAPL might itself not be a "technology".but Bitcoin tokens are literally an investment running on top of the protocol. If they're not an investment then why are people paying over $100k for them"
X Link 2025-08-04T01:43Z [---] followers, [--] engagements
"That is not a true statement though. Where do they think banks get the new funny money deposits to lend against This is why Fed printing results in more asset inflation than consumer inflation. That avalanche of money ends up in banks and institutions laps. But its not the banks who print new dollars theyre simply just making use of the credits theyre given by the Fed by shoving it into heavily financialized assets through various means"
X Link 2025-08-04T16:01Z [----] followers, [---] engagements
"I dont know which part of that is incorrect. Yes a zero RR exacerbates it. However as you pointed out banks are still subject to other restraints (both regulatory and not) which prevent that sort of solely bank-induced hyperinflation. The Fed owns the digital printing press and sets reserve requirements full stop. Banks lending off of their reserves has been going on even when Bretton-Woods was still in effect. Oversimplifying the system leads to conflating the roles that the Fed and banks play in money supply growth"
X Link 2025-08-04T18:10Z [---] followers, [--] engagements
"What youre saying is factually true. What I am getting at here is when people talk about money printing what they really mean is inflation. Theres a stark difference between organic money supply growth via endogenous means and then theres the printing the Fed does that (greatly) artificially inflates the base layer upon which the banks operate. While its true banks can over-lend its Fed printing that supercharges inflation. The Fed is in dominant control over the pace and scale of money supply growth. One need look no further than [----] and [----] to see the result of what Fed cash injections"
X Link 2025-08-04T19:28Z [---] followers, [--] engagements
"@TheTechInvest OSCR might be a good companybut its not really a tech play. How much upside could there really be in an insurance company Im sure OSCR has the potential to do well but Im not rich enough yet to invest in [--] to [--] baggers. Ill stick with 50-100 baggers like $IREN and $CIFR"
X Link 2025-08-05T20:07Z [---] followers, [---] engagements
"@A5T3R0lD My brain just doesn't stop running. My wife OTOH has the uncanny ability to nap whenever wherever"
X Link 2025-08-06T02:22Z [---] followers, [--] engagements
"@blue_node_be No $CIFR"
X Link 2025-08-06T15:36Z [---] followers, [---] engagements
"@DarkSide2030_ That doesnt answer my question. If you (esp as a retail investor) had the information to warn people about what was obviously going to happen with MTPLF then how is it an information problem This is just another case of retail being dumb money. As you said they were warned"
X Link 2025-08-06T15:53Z [---] followers, [---] engagements
"@A5T3R0lD ⚰ $MSTY BROS ARE COOKED ☠"
X Link 2025-08-07T16:52Z [---] followers, [---] engagements
"@daveweisberger1 @nicofreedom3 @brucefenton I feel like the term value investing has become stigmatized over time as technical trading strategies came to the forefront Squiggly lines dont really illuminate whats truly undervalued. Ill list my ultimate value picks in attempt to share alpha: $IREN $CIFR and $BTC"
X Link 2025-08-07T18:02Z [---] followers, [---] engagements
"@dotkrueger Its good to see Kaspa finally getting out there into the public zeitgeist 😂"
X Link 2025-08-08T13:43Z [---] followers, [---] engagements
"@JoeCarlasare What this tells me is that the hive mind out there still doesn't understand Bitcoin and is brushing it off as some sort of niche risk asset"
X Link 2025-08-08T14:21Z [---] followers, [---] engagements
"Stablecoins are a monetary virus to the third world.and Bitcoin is a monetary virus to the entire world. Still makes me laugh how certain people (doomers) don't understand Bitcoin needs to infect central and money-center banks in order for it to achieve its bull scenario and change the world"
X Link 2025-08-08T14:32Z [---] followers, [----] engagements
"@mikealfred FULLY STRAPPED INTO THE $IREN / $CIFR ROCKET 🚀 NEXT STOP ANDROMEDA GALAXY 🪐 BTC TO $250K BY EOY EASY 💰 XRP BROS WILL GET COOKED ⚰ ALL WILL BE RIGHT IN THE WORLD 🌎"
X Link 2025-08-08T19:34Z [---] followers, [---] engagements
"Did you really think Bitcoin could change the world without infecting fund managers banks and sovereigns too. Also: there's a difference between having legal title to an asset and being a mere custodian. BlackRock is the latter. Making them hold $BTC instead of debasing dollars is a GOOD thing"
X Link 2025-08-08T19:37Z [---] followers, [--] engagements
"The BTC community needs to adjust upward its reasonable bull case that BTC achieves pari passu status with gold within [--] years. The unlock of retirement accounts will accelerate erosion of other asset stores including bonds and equities relative to BTC. Its time we frame our argument in terms of percentages of global wealth rather than gold. Why Because Bitcoin is a wholly superior asset class compared to other stores of value. Fixed supply. Decentralized. Magnitudes less economic friction. Tradable. Verifiable. Incorruptible. The monetary virus that is Bitcoin has only just started its"
X Link 2025-08-08T20:38Z [---] followers, [--] engagements
"The BTC community needs to adjust upward its reasonable bull case that BTC achieves pari passu status with gold within [--] years. The unlock of retirement accounts will accelerate erosion of other asset stores including bonds and equities relative to BTC. Its time we frame our argument in terms of percentages of global wealth rather than gold. Why Because Bitcoin is a wholly superior asset class compared to other stores of value. Fixed supply. Decentralized. Magnitudes less economic friction. Tradable. Verifiable. Incorruptible. The monetary virus that is Bitcoin has only just started its"
X Link 2025-08-08T20:39Z [---] followers, [---] engagements
"@MiserlyTightwad @FieldNas @LawrenceLepard For starters he claims that gold has outperformed stocks in the long run. That alone makes him a clown"
X Link 2025-08-09T04:17Z [---] followers, [--] engagements
""Free Palestine" is the product of two things: 1) descendants of individuals from Islamic countries who emigrated to the West are somehow still tied into the middle-eastern hive mind and 2) the woke mind virus programmed the NPC's to think whoever is lighter skinned is a culpable party whenever some perceived injustice is taking place"
X Link 2025-08-09T18:55Z [---] followers, [--] engagements
"Nothing drives a market correction quite like no one being able to afford the product. When Moody's says you need a nearly $130000/yr salary to afford the median home you have a problem that can finally break the dam especially when the labor market cools. 30-year peak in prices and 30-year low in sales/demand . I don't know how you square that with a thesis that home prices keep going up or simply "stagnate""
X Link 2025-08-10T17:18Z [---] followers, [---] engagements
"If your friends only talk about sports and other mentally idle subjects instead of philosophy making money investing politics and other topics that help you understand the world and succeed for the sake of your familiesget new friends. A man's social circle is fundamental"
X Link 2025-08-11T01:53Z [---] followers, [---] engagements
"@A5T3R0lD The difference in how I view progress is a smooth curve drawn from point to point not a stair-step from one LLM model to the next. The work being done in between Grok [--] and [--] to make 5s release happen matters IMO. Or am I misunderstanding your perspective"
X Link 2025-08-11T15:57Z [---] followers, [--] engagements
"@mikealfred Serious questionany financial advisors you recommend All the ones Ive come across still dont understand Bitcoin one iota"
X Link 2025-08-12T16:06Z [---] followers, [---] engagements
"@daveweisberger1 I know youre skeptical on the value of the $ETH token yet bullish on $SOL as Ive heard you mention. Is that mostly to do with the fact you think the Solana network will grow exponentially as Ethereum stagnates or is there a material tokenomics difference I follow you closely and this is one thing Im still confused by. Would love to learn your thesis on that"
X Link 2025-08-12T17:53Z [---] followers, [--] engagements
"@RC_Free_D @2dogs1chic You're taking a 3-dimensional concept and flattening it into [--] dimensions. Bitcoin is a store of value. Ethereum Solana Chainlink etc operate essentially as tokenized tech stocks. Saying that $ETH is "competition" to $BTC simply because there's capital tied up in it is wrong"
X Link 2025-08-13T12:32Z [---] followers, [--] engagements
"Stables are a foundational part of DeFiand present the largest aspect of DeFi on a transaction volume basis. Just because the L2 batches transactions does not mean you arent still settling to the base layer. What you really need for this to happen is Edan Yago to eventually deliver on the promises he makes with response to BOS. As it stands right now youre not going to run the worlds stablecoin transactions on Bitcoin regardless of implementation"
X Link 2025-08-13T13:34Z [---] followers, [--] engagements
"@Crypto_TownHall Comparing Tom Lee to Michael Saylor is absolutely ludicrous @AmateoRa . This is just Tom Lee buying enough ETH to spark a drop in BTC dominance"
X Link 2025-08-13T14:35Z [---] followers, [---] engagements
"@mikealfred @BitfuryGeorge Investing in $CIFR is a generational wealth opportunity. It's BY FAR the most undervalued company making an HPC pivot on a mkt cap to megawatt valuation esp when factoring in the standout expertise of its management team. Same for $IREN even with some hype already in the price"
X Link 2025-08-13T16:45Z [---] followers, [----] engagements
"My thesis is that @circle crafting their own L1 for $USDC is essentially the same as if Apple tried to create its own version of TCP/IP in the early stages of the Internet. They should instead focus on helping develop things like better interoperability and fiat on/off ramps"
X Link 2025-08-13T17:33Z [---] followers, [---] engagements
"The histrionics from engagement farmers and doomers on Bessent's SBR remarks is comical as it's silly to take them beyond face value. It was always unlikely they'd buy $BTC outright for the Bitcoin Strategic Reserve. They were also never going to tell you they were starting to build the SBR let alone their strategy until it was already well underway. Why Because the Presidential cabinet is smart enough to know that broadcasting the timing and specifics of any BTC acquisition operation would lead to them getting front-run and $BTC price skyrocketing. Expect budget neutral "accumulation" to"
X Link 2025-08-14T14:54Z [---] followers, [---] engagements
"@daveweisberger1 There's such a patently obvious falsity and hypocrisy in the premise that I can only deduce this all as FUD to delay more nimble competitors (Kraken Coinbase fintechs like Wealthfront etc.).or them wanting another shot at inserting provisions that scuttle the whole thing"
X Link 2025-08-14T15:57Z [---] followers, [--] engagements
"@mikealfred Don't ignore the fact that money-center banks typically trade at a 1.5-2x multiple investment banks 2.5x and fund managers like BlackRock 3.5-4x. Where MicroStrategy should fall in that range from monetizing the largest stack of the most superior asset class.time will tell"
X Link 2025-08-14T17:00Z [---] followers, [---] engagements
"@BTC_broo @LawrenceLepard I wonder what our favorite doomer boomer @LawrenceLepard thinks about Bessent's correction. BTW: You're welcome for my earlier alpha 😂🤡 https://x.com/SecScottBessent/status/1956080030137626887 Bitcoin that has been finally forfeited to the federal government will be the foundation of the Strategic Bitcoin Reserve that President Trump established in his March Executive Order. In addition Treasury is committed to exploring budget-neutral pathways to acquire more https://x.com/SecScottBessent/status/1956080030137626887 Bitcoin that has been finally forfeited to the"
X Link 2025-08-14T20:22Z [---] followers, [--] engagements
"@BTC_broo @LawrenceLepard This is Bessent himself coming out and saying exactly what I said earlier. Cope harder"
X Link 2025-08-14T20:29Z [---] followers, [--] engagements
"@TEXASOL61 When can I get my supply of Arch Public on Kraken 😁"
X Link 2025-08-14T20:33Z [---] followers, [--] engagements
"@mikealfred All the while $BTC is down on the day. Something tells me that the great re-rating of $IREN as an AI/HPC provider could finally be picking up steam 👀"
X Link 2025-08-15T18:57Z [---] followers, [---] engagements
"$BTC is down on the day while $IREN currently sits 6.4% above open and over $20 for the first time since [----]. The great re-rating of it being an AI/HPC provider and not just a Bitcoin miner could be starting. Below is an accurate representation of $IREN bulls right now:"
X Link 2025-08-15T19:12Z [---] followers, [---] engagements
"@dotkrueger @dotkrueger I just want it clear Im NOT a Kaspa maxi. I just think some of the work theyre doing is interesting. Bitcoin is still the preeminent store of value in any multi-chain future scenario. I have a much larger bet on Solana 😎"
X Link 2025-08-15T23:34Z [---] followers, [---] engagements
"@ericjackson @mikealfred I could certainly buy more Bitcoin with the gains if $IREN mooned that soon. 😁"
X Link 2025-08-16T18:12Z [---] followers, [---] engagements
"I dont even really understand how that answers the question. People are oblivious and dont even know how an S&P500 index works They dont understand the fundamental concepts behind inflation money supply fiat vs hard money etcso how could they ever understand Bitcoin I dont think having USD liabilities has anything to do with it"
X Link 2025-08-16T19:54Z [---] followers, [---] engagements
"The silly things people FUD MicroStrategy with just don't seem to end. The $MSTR mNAV is not merely a measure of how much addtl $BTC the company will stack. It's a reflection of investor sentiment and their enterprise value compared to their BTC stack alone. JPM a money center bank trades at 2x.and that's not because investors think their book assets will double in the near to intermediate term. People seem desperate to convince themselves that there's no possible way to (responsibly) outperform spot Bitcoin on a long term basis.or something"
X Link 2025-08-17T17:24Z [---] followers, [---] engagements
"The silly things people FUD MicroStrategy with just don't seem to end. The $MSTR mNAV is not merely a measure of how much addtl $BTC the company will stack. It's a reflection of investor sentiment and their enterprise value compared to their BTC stack alone. JPM a money center bank holding fiat garbage trades at 2x.and that's not because investors think their book assets will double in the near to intermediate term. People seem desperate to convince themselves that there's no possible way to (responsibly) outperform spot Bitcoin on a long term basis.or something"
X Link 2025-08-17T17:48Z [---] followers, [---] engagements
"@tomyoungjr @dotkrueger @mikealfred @mikealfred literally just told you . the data centers that possess the most precious/scarce inputs that AI needs 🔌⚡🔋⚛ $IREN $CIFR The way to protect yourself from economic disenfranchisement by AI is to get mega long the stuff it needs. Get with the program"
X Link 2025-08-17T18:45Z [---] followers, [---] engagements
"@DrDickStomper @dotkrueger Tell me youre a boomer overweight real estate without telling youre a boomer whos overweight real estate 😂😂😂"
X Link 2025-08-17T20:45Z [---] followers, [---] engagements
"Thanks man. Admittedly I owe @daveweisberger1 credit for helping crystallize my perspective on $MSTR. He's more than worth a follow. MSTR is neither really an investment bank or asset manager. It's a first of its kind financial engineering firm. It has already been monetizing its BTC stack to accumulate Bitcoin rapidly. Eventually its BTC stacking will slow and simultaneously their fiat-based monetization of the BTC stack will accelerate (much to the benefit of preferred instrument holders). It's sort of ironic.yet predictable considering rising $BTC prices are obviously a headwind to"
X Link 2025-08-18T03:14Z [---] followers, [---] engagements
"A "dog shit evil fuck" who is your "benchmark for taker". Such hyperbolic and inflammatory remarks should probably be accompanied by at least a modicum of context.no Personally I think the dude has done far greater good than simply pumping your bags. Setting the stage for (and effectuating) the re-shoring of America's manufacturing capacity included"
X Link 2025-08-18T03:37Z [---] followers, [--] engagements
"@OrangePilledca It's sad how many people don't understand the two key realities behind this: 1) Bitcoin is a monetary virus that needs to infect governments and institutions in order for it to change the world and 2) the BTC that BlackRock "owns" is actually AUM that the account holders own"
X Link 2025-08-18T04:24Z [---] followers, [--] engagements
"Megawatts ⚡🔌 + Management Expertise 💡👨🏼💼 = 💰💰💰💰 $CIFR"
X Link 2025-08-18T16:13Z [---] followers, [---] engagements
"@gvictor808 @dotkrueger @LukeGromen @saylor My view on Bitcoin is simple: Its a monetary virus that NEEDS to infect banks and other financial institutions in order for it to fully realize its goals in changing the world. Its not going to fix the system unless you force the big boys onto a BTC standard as well"
X Link 2025-08-18T16:41Z [----] followers, [--] engagements
"You just dont like @dotkrueger because hes not bullish on Kaspa. A great part about being an adult is recognizing youre not going to agree with everyone on everything and thats a good thing. At the end of the daywhat investments people buy shouldnt dictate who you treat with respect or call a friend"
X Link 2025-08-18T17:47Z [---] followers, [--] engagements
"People selling their $MSTR positions due to social media FUD and hot takes like "mNAV is going to 1" are going to end up regretting it severely People need to realize that Saylor ATMing is only dilutive in terms of the number of shares getting thrown out into the marketand NOT in terms of BTC per share. Yes he issued a bunch of new shares up until recently. But he also got even more Bitcoin. Once the market absorbs those new MSTR shares and the demand-supply dynamic re-normalizesI predict an upward correct to mNAV. As an aside @daveweisberger1 I find this apoplectic reaction to the new"
X Link 2025-08-18T21:07Z [----] followers, [--] engagements
"Volatility is the engine for monetization of $BTC. Monetization of $BTC is the engine for MSTRs enterprise value. The enterprise value of MSTRs BTC stack is the engine for their mNAV. DO NOT FADE $MSTR JUST BECAUSE OF MNAV COMPRESSION DURING HISTORIC LOWS IN BTC VOLATILITY ⚠ THAT IS A SURE WAY TO GET WRECKED. THIS IS NOTHING MORE THAN THE SUMMER CALM BEFORE THE STORM"
X Link 2025-08-18T22:44Z [---] followers, [---] engagements
"@dotkrueger @dotkrueger what is this fascination with locking down a management team with a strict strategy with no optionality Either way less ATM at lower mNAVs is bullish for the stock. Should Saylor be forced to NEVER issue new shares even when its advantageous at a NAV b/w [--] & 2.5"
X Link 2025-08-19T00:04Z [---] followers, [----] engagements
"Also just so we're all on the same page.that nuance with respect to $MSTR issuance at various mNAV's was there in the original earnings call presentation:"
X Link 2025-08-19T05:19Z [---] followers, [---] engagements
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