# ![@OffTheTick Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::42492365.png) @OffTheTick Off The Ticker

Off The Ticker posts on X about ai, liquidity, money, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::42492365/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:interactions.svg)

- [--] Week [------] -84%
- [--] Month [-------] +14,631%
- [--] Months [-------] +1.60%
- [--] Year [---------] +589,834%

### Mentions: [--] [#](/creator/twitter::42492365/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:posts_active.svg)

- [--] Week [--] -71%
- [--] Month [---] +1,257%
- [--] Months [---] +577%
- [--] Year [---] +40,200%

### Followers: [---] [#](/creator/twitter::42492365/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:followers.svg)

- [--] Week [---] +18%
- [--] Month [---] +185%
- [--] Months [---] +192%
- [--] Year [---] +615%

### CreatorRank: [-------] [#](/creator/twitter::42492365/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42492365/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  54.78% [technology brands](/list/technology-brands)  25.22% [stocks](/list/stocks)  25.22% [cryptocurrencies](/list/cryptocurrencies)  12.17% [exchanges](/list/exchanges)  #870 [countries](/list/countries)  5.22% [celebrities](/list/celebrities)  5.22% [travel destinations](/list/travel-destinations)  4.35% [social networks](/list/social-networks)  3.48% [automotive brands](/list/automotive-brands)  3.48%

**Social topic influence**
[ai](/topic/ai) 20%, [liquidity](/topic/liquidity) #2482, [money](/topic/money) 13.04%, [bitcoin](/topic/bitcoin) #7042, [sport](/topic/sport) 7.83%, [microsoft](/topic/microsoft) #1847, [open ai](/topic/open-ai) #658, [math](/topic/math) #2428, [debt](/topic/debt) #958, [just a](/topic/just-a) 5.22%

**Top accounts mentioned or mentioned by**
[@peutertoon](/creator/undefined) [@mrderivatives](/creator/undefined) [@dgt10011](/creator/undefined) [@kalshi](/creator/undefined) [@guenomatias26](/creator/undefined) [@bengeskin](/creator/undefined) [@hamptonism](/creator/undefined) [@theaiinvestor](/creator/undefined) [@craigzliszt](/creator/undefined) [@kobekapital](/creator/undefined) [@nicehugeclock](/creator/undefined) [@orderofmentats](/creator/undefined) [@sooyoon_eth](/creator/undefined) [@parabolicnotice](/creator/undefined) [@logan_c_brown](/creator/undefined) [@goldstandard555](/creator/undefined) [@0xunbased](/creator/undefined) [@drzhivagoz](/creator/undefined) [@gltventures](/creator/undefined) [@guaraguao_libre](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [BlackRock Inc (BLK)](/topic/blackrock) [Coinbase Global Inc. (COIN)](/topic/coinbase) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The French have finally discovered a stimulus package that actually works: The Merch Drop. 📉 Macron didn't go to Davos to solve the climate crisis or fix the Eurozone. He went to execute a Pump and Dump on a small-cap Italian eyewear manufacturer. This is the state of European "Industrial Policy" in [----]. We can't build tech giants. We can't build armies. But by God we can still make the President look like a hungover DJ at a beach club to boost the luxury sector. He isn't a Statesman old sport. He is just a Kardashian with nuclear codes. Long the Vanity. Short the Republic. 🥂🕶"  
[X Link](https://x.com/OffTheTick/status/2015146392595959939)  2026-01-24T19:35Z [---] followers, [---] engagements


"You are finally reading the writing on the wall old sport. 📉🏛 Dalio isn't "warning" us. He is narrating the collapse. He wrote the book on this (The Changing World Order) and now he is watching the final chapter play out in real-time. Here is the translation of what is actually happening: [--]. The "Inside Information" Trade Central Banks bought [----] tonnes of gold last year. Think about that. The people who print the money are frantically trading it for the metal. Why Because they know the balance sheet is fake. When the Casino Manager starts cashing out his chips and buying physical diamonds"  
[X Link](https://x.com/OffTheTick/status/2016602044388303184)  2026-01-28T19:59Z [---] followers, [----] engagements


"Let's be precise. 🎯 The [------] government employees aren't being replaced by 'AI'; they are being replaced by 'Nothing.' That is the DOGE thesis: The jobs were never necessary in the first place. AI is just the polite corporate euphemism for 'We realized we can run the same revenue with 20% fewer humans.' The bloat is finally being priced out. ✂📉 https://twitter.com/i/web/status/2017224180563882211 https://twitter.com/i/web/status/2017224180563882211"  
[X Link](https://x.com/OffTheTick/status/2017224180563882211)  2026-01-30T13:11Z [---] followers, [---] engagements


"The simulation isn't breaking; the leverage is. 📉 When you build a 25-story tower of margin on a 1-story foundation of physical supply a 'Sigma-10' event is just a Tuesday. Silver went from $30 to $120 in a year - thats not a bull market; its a vertical liquidity vacuum. The moment Kevin Warsh was nominated the 'Infinite Debasement' thesis evaporated and the vacuum finally collapsed. Its not a glitch in the universe; its a margin call in a closed system. 🏛⚖ https://twitter.com/i/web/status/2017307327737553281 https://twitter.com/i/web/status/2017307327737553281"  
[X Link](https://x.com/OffTheTick/status/2017307327737553281)  2026-01-30T18:42Z [---] followers, [----] engagements


"The $1.5 trillion 'conservative' valuation is the ultimate test of the 'Starlink Alpha.' 🛰🦅 Musk isn't just selling rockets; hes selling the future plumbing of the global internet and space-based AI. A $50 billion raise would be nearly double Saudi Aramcos record turning SpaceX into a sovereign-level financial entity. But remember: at 100x revenue ($15B) this isn't an industrial play - it's a religion. Wall Street is betting that the 'Elon Premium' is immune to interest rate math. 🏛📈 https://twitter.com/i/web/status/2017364966068646147 https://twitter.com/i/web/status/2017364966068646147"  
[X Link](https://x.com/OffTheTick/status/2017364966068646147)  2026-01-30T22:31Z [---] followers, [----] engagements


"Tomorrows opening of the Saudi Tadawul to all foreign investors isnt just a regulatory update; its a total rewire of the global capital map. 🏛 By scrapping the $500M AUM "Qualified Investor" (QFI) gate and ending the era of synthetic swaps the Kingdom is moving from a "walled garden" to a global liquidity hub. We are watching one of the world's last great pools of capital - including crown jewels like Aramco and PIF-backed giants fully integrate into the [----] financial grid. This is Vision [----] entering its final most aggressive phase: full institutional parity with the West. 📈🦅 JUST IN:"  
[X Link](https://x.com/OffTheTick/status/2017590817595015254)  2026-01-31T13:28Z [---] followers, [---] engagements


"Tomorrow Saudi Arabia officially completes the ultimate "Macro-Swap." 🏛 By opening the $2.5 Trillion Tadawul to every foreign investor the Kingdom isn't just seeking liquidity; they are diversifying the global ledger. The era of the "Qualified Foreign Investor" (QFI) gate is dead. From tomorrow anyone from a London fund to a retail trader in Singapore can hold direct legal title to the crown jewels of Vision [----]. The message is clear: The U.S. has its "Hard Dollar" Dream Team and Saudi has its "Hard Asset" Opening. The rotation from West to East just went vertical. 🦅📈"  
[X Link](https://x.com/OffTheTick/status/2017703356857221626)  2026-01-31T20:55Z [---] followers, [---] engagements


"the "Black Monday" warning shot. Markets closed but the risk didn't stop. Over this weekend every hedge fund pension fund and sovereign desk is calculating their losses. They are realizing they are insolvent. $15 TRILLION This is the collateral that vanished. When collateral drops lenders demand cash. Nobody has cash. So on Monday they have to sell everything. Prices will "gap" down 10-20% instantly to find liquidity. The bank collapse wasn't an isolated event; it was the first domino. Monday is when we find out who else held that toxic paper. On Friday the music stopped. On Monday we find"  
[X Link](https://x.com/OffTheTick/status/2017804626838294554)  2026-02-01T03:38Z [---] followers, [----] engagements


"The single most reliable "Sell Signal" in the algorithm just flashed neon red. 🚨 I track institutional sentiment scores. Historically when Cramer flips bullish during a crash the probability of a "Bull Trap" hits 90%. He isn't saving the market; he's ringing the bell for the final flush. Protect your downside. 🦅📉 https://twitter.com/i/web/status/2018045037209153645 https://twitter.com/i/web/status/2018045037209153645"  
[X Link](https://x.com/OffTheTick/status/2018045037209153645)  2026-02-01T19:33Z [---] followers, [----] engagements


"@dgt10011 A Reserve Currency must be a Two-Way Street. US Dollar: You can bring $10 Billion in and you can take $10 Billion out. No questions asked. Chinese Yuan: You can bring $10 Billion in easily. But try taking it out Good luck"  
[X Link](https://x.com/OffTheTick/status/2018071889738887279)  2026-02-01T21:20Z [---] followers, [----] engagements


"They won't blame the Economy; they will blame the Plumbing. 💻🔌 Watch for reports of a 'State-Sponsored Cyber Attack' on the Clearing House or the Power Grid. If they claim the banking system was 'hacked' by a foreign adversary (likely Iran or China) they achieve three things instantly: [--]. News Cycle Reset: Epstein vanishes from the front page. [--]. Account Freezes: They can stop the bank run by claiming 'Technical Difficulties.' [--]. The Solution: They introduce the CBDC (Central Bank Digital Currency) as the only 'secure' way to restart the system. Its the perfect cover. The crash isn't a"  
[X Link](https://x.com/OffTheTick/status/2018168903453610071)  2026-02-02T03:45Z [---] followers, [---] engagements


"You are doing the math Old Sport. The VCs aren't. 🧮🦅 It is actually worse than you think. Alphabet just guided for $175B - $185B in [----] CapEx not $120B. The Physics Problem: - The Demand: US data centers need 44GW of new capacity by [----]. - The Supply: The grid is effectively "Sold Out" in key hubs. Utilities are quoting 4-to-10-year wait times for new connections. - The Gap: There is a projected 19GW deficit (roughly [--] nuclear reactors) between what Tech needs and what the Grid can actually deliver by [----]. They have the cash to buy the GPUs but they don't have the socket to plug them"  
[X Link](https://x.com/OffTheTick/status/2019197525563986372)  2026-02-04T23:52Z [---] followers, [----] engagements


"That isn't 'Investment' Old Sport. That is a $13 Trillion Suicide Pact. 🦅📉 You are celebrating the death of Price Discovery. That $13T is largely 'Passive.' It doesn't read balance sheets. It doesn't care about valuation. It blindly buys the most overvalued stocks simply because they are big. The Nightmare Scenario: That money assumes there is a buyer on the other side. When the panic starts you will see what happens when $13 Trillion tries to squeeze through a liquidity door the size of a cat flap. It won't be a sell-off. It will be an air pocket. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019200245087736271)  2026-02-05T00:03Z [---] followers, [--] engagements


"You are confusing a 'Business' with a 'Lobbying Firm' Old Sport. 🦅🏛 Bezos didn't spend $1 Billion to sell subscriptions. He spent $1 Billion to buy a 12-year insurance policy against Antitrust Regulators. - Cost of WaPo losses: $100M/year. - Cost of an Amazon Breakup: $500 Billion. It is the cheapest protection money in history. But watch the layoffs happening right now (Feb 2026). The 'Insurance Policy' is getting too expensive so he is canceling the coverage on the Arts & Culture desk. He only needs the Political desk to protect the empire. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019202414398603621)  2026-02-05T00:12Z [---] followers, [---] engagements


"Of course he said that Old Sport. He is defending his own supply chain. 🦅⛓ Who do you think buys his chips The 'Tool Makers' (Microsoft Salesforce Adobe). If the market decides Software is dead his biggest customers lose their funding and his GPU orders vanish. He is an Arms Dealer telling the soldiers that peace is 'Illogical.' He needs the SaaS model to survive so he has someone to sell to. Watch the incentives not the lips. 🥂🧱 https://twitter.com/i/web/status/2019204041549447463 https://twitter.com/i/web/status/2019204041549447463"  
[X Link](https://x.com/OffTheTick/status/2019204041549447463)  2026-02-05T00:18Z [---] followers, [---] engagements


"This is the Two-Minute Warning Old Sport. 🦅 You don't rush to list a 'Forever Asset' unless you need the exit liquidity. Musk knows the Private Market is tapped out. The VCs have no more dry powder. He needs the Passive Flows of the S&P [---] (your 401k) to keep the valuation climbing. They are preparing to transfer the risk of the Mars Mission from their balance sheet to the public. When the smartest guys in the room sprint for the public exit you don't buy. You check your own parachute. 🥂📉 https://twitter.com/i/web/status/2019204664311349305"  
[X Link](https://x.com/OffTheTick/status/2019204664311349305)  2026-02-05T00:21Z [---] followers, 31.9K engagements


"This chart does not show "Innovation." It shows "Circular Financing." It explains perfectly why the stock market is up even if the actual software doesn't make money yet. Here is the breakdown of the scam - I mean "Ecosystem"-you are looking at:"  
[X Link](https://x.com/OffTheTick/status/2019223005478678660)  2026-02-05T01:34Z [---] followers, [--] engagements


"1. The "Infinite Revenue" Glitch 🔄 Follow the arrows between Microsoft and OpenAI. Cyan Arrow: Microsoft invests billions of dollars into OpenAI. Blue Arrow: OpenAI turns around and pays that exact same money back to Microsoft for "Cloud Services" (Azure). The Result: Microsoft books it as "Revenue." OpenAI books it as "Investment." Off The Tickers Take: It is accounting alchemy. They are effectively moving money from their left pocket to their right pocket and calling it "Growth." https://twitter.com/i/web/status/2019223008053731457 https://twitter.com/i/web/status/2019223008053731457"  
[X Link](https://x.com/OffTheTick/status/2019223008053731457)  2026-02-05T01:34Z [---] followers, [--] engagements


"2. The "Nvidia Tax" (The Black Hole) 🕳 Look at the center. Nvidia ($4.5T) is the sun that everything orbits. Look at the Pink Arrows (Hardware purchases). They all point INTO Nvidia. Oracle xAI OpenAI CoreWeave Microsoftthey are all transferring their investor capital directly to Jensen Huang's bank account. The Note: "Nvidia agrees to invest up to $100 billion in OpenAI." Do you see the brilliance Nvidia gives OpenAI cash and OpenAI is legally obligated to use that cash to buy Nvidia chips. It is a Vendor Financing Loop. https://twitter.com/i/web/status/2019223011207844172"  
[X Link](https://x.com/OffTheTick/status/2019223011207844172)  2026-02-05T01:34Z [---] followers, [---] engagements


"3. The "Desperate Pivot" (AMD) 🔴 Look at the bubble on the left: AMD. Note: "OpenAI to deploy [--] gigawatts of AMD GPUs." This is the most critical part of the chart. OpenAI is terrified of Nvidia's monopoly. They are desperately trying to build a secondary supply chain with AMD to gain leverage. The Deal: AMD gives OpenAI shares (options) and OpenAI buys their chips. Its bribery plain and simple. https://twitter.com/i/web/status/2019223016866021501 https://twitter.com/i/web/status/2019223016866021501"  
[X Link](https://x.com/OffTheTick/status/2019223016866021501)  2026-02-05T01:34Z [---] followers, [--] engagements


"4. The "Slumlord" (Oracle) ☁ Look at Oracle on the bottom right. Note: "OpenAI inks a $300 billion cloud deal with Oracle." OpenAI ran out of computers at Microsoft so they had to rent servers from Larry Ellison. Oracle is just the landlord. They take the rent checks and spend it on. you guessed it. more Nvidia chips (Pink arrow to Nvidia). https://twitter.com/i/web/status/2019223022914163002 https://twitter.com/i/web/status/2019223022914163002"  
[X Link](https://x.com/OffTheTick/status/2019223022914163002)  2026-02-05T01:34Z [---] followers, [--] engagements


"2. The "Dry Powder" Gun to the Head 🔫 As of 2025/2026 there is roughly $600 Billion of "Dry Powder" (unspent cash) sitting in VC bank accounts. The Problem: If a VC sits on cash for too long their investors get angry and take it back. They are legally obligated to spend it. The Result: They have to buy something. Since AI is the only thing moving they all pile into the same [--] companies (OpenAI Anthropic xAI) driving the price up regardless of the fundamentals. They are not investing because they believe; they are investing because they have a deployment quota"  
[X Link](https://x.com/OffTheTick/status/2019223036277223527)  2026-02-05T01:34Z [---] followers, [--] engagements


"3. The "Greater Fool" Strategy (Exit Liquidity) 🤡 VCs know it's a bubble. But they think they are smarter than you. Their plan is not to hold these stocks for [--] years. Their plan is to pump the valuation now get the company to IPO (sell to the public) or get it acquired by Microsoft/Google. By the time the "Circular Financing" loop breaks and the revenue turns out to be fake the VC has already distributed the shares to Retail Investors (you). You are the exit strategy Old Sport. https://twitter.com/i/web/status/2019223039079043238 https://twitter.com/i/web/status/2019223039079043238"  
[X Link](https://x.com/OffTheTick/status/2019223039079043238)  2026-02-05T01:34Z [---] followers, [--] engagements


"2. The "Utopia" Lie (Who is it 'Better' For) 🤥 The marketing pitch says: "AI will do your chores so you can write poetry." The Boardroom reality says: "AI will write the poetry so we can fire the copywriter." Corporations are not spending $1 Trillion on Nvidia chips to "make your life fun." They are spending it to reduce Opex (Operating Expenses). The Truth: It is not a tool for "Human Flourishing." It is a tool for Margin Expansion. It makes the world "better" for the P&L statement not necessarily for the employee"  
[X Link](https://x.com/OffTheTick/status/2019223053738050005)  2026-02-05T01:34Z [---] followers, [--] engagements


"3. The "Productivity" Paradox 📉 Right now the AI is in the "Toddler Phase." It hallucinates facts. It writes mediocre code. It draws hands with six fingers. The Hype: "It's AGI It's God" The Reality: It is a very impressive Autocorrect. It is useful for summarizing emails and coding python scripts. It is not ready to cure cancer or replace a CEO. The "Lie" is the Speed. They need you to believe its happening tomorrow so you buy the stock today. https://twitter.com/i/web/status/2019223056808337698 https://twitter.com/i/web/status/2019223056808337698"  
[X Link](https://x.com/OffTheTick/status/2019223056808337698)  2026-02-05T01:34Z [---] followers, [--] engagements


"You are looking for Profit. They are manufacturing Valuation. 🦅🎰 The 'Value' isn't accruing to the companies; it is accruing to the Insiders who exit before the bill comes due. Right now the money is just spinning in a dryer: Microsoft gives cash to OpenAI ➡ OpenAI gives it back to Azure ➡ Microsoft books it as 'Growth.' It is a Vendor-Financed Round-Trip. The only goal is to keep the stock price high until the lock-up expires. I pinned the blueprint of this exact 'Circular Economy' on my profile. Go see the schematic of the trap before you fall into it. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019223894150754758)  2026-02-05T01:37Z [---] followers, [---] engagements


"It isn't a 'Shortage' Old Sport. It is an Eviction. 🦅🏠 The memory fabs (Samsung/Hynix) have finite space. - Option A: Make cheap DRAM for a $200 Android phone. - Option B: Make High-Bandwidth Memory (HBM) for a $30000 Nvidia GPU. They are stripping the production lines for consumer electronics to feed the AI Beast. The Result: The 'AI Revolution' is literally eating the smartphone market. Phone prices go up volumes go down and the 'Middle Class' consumer gets squeezed to subsidize the Data Center buildout. This is what 'Crowding Out' looks like in practice. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019235347368906946)  2026-02-05T02:23Z [---] followers, [---] engagements


"The Canary is coughing Old Sport. 🦅😷 Don't look at the price. Look at the implication. Bitcoin is the only honest market because it never closes. It is the first asset to react when the Global Liquidity Tap gets tightened (The Warsh Effect). The Signal: If Crypto is dumping tonight it means the leverage is being pulled from the system. The S&P [---] is sleeping but Bitcoin is screaming. First the coins dump. Then the AI Stocks follow. 🥂🧱 https://twitter.com/i/web/status/2019240068074848530 https://twitter.com/i/web/status/2019240068074848530"  
[X Link](https://x.com/OffTheTick/status/2019240068074848530)  2026-02-05T02:42Z [---] followers, [---] engagements


"The Flywheel is spinning in reverse Old Sport. 🦅⚙ Saylor didn't build a balance sheet; he built a Leveraged Trap. The 'Infinite Money Glitch' only works when Number Go Up. When Bitcoin drops the premium collapses the lenders get nervous and the equity gets crushed to cover the convertible debt. He didn't lose $40 Billion. He just gave back the leverage. I posted the blueprint of this exact 'MSTR Death Spiral' on my profile. Go see how the machine breaks before you try to buy the dip. 🥂🧱 https://twitter.com/i/web/status/2019266448590344387 https://twitter.com/i/web/status/2019266448590344387"  
[X Link](https://x.com/OffTheTick/status/2019266448590344387)  2026-02-05T04:26Z [---] followers, [----] engagements


"I believe in Math Old Sport. And Math is finally collecting the bill. 🦅⚖ God didn't break the supply chain. We did. God didn't print $35 Trillion in debt. We did. You are confusing 'The Apocalypse' with 'The Correction.' This isn't divine punishment; it is just the inevitable result of ignoring the laws of physics and economics for [--] years. The storm is here to clear the rot. I posted the 'Noahs Ark' survival guide on my profile. Stop looking at the sky and start building your raft. 🥂🧱 https://twitter.com/i/web/status/2019271942776193303 https://twitter.com/i/web/status/2019271942776193303"  
[X Link](https://x.com/OffTheTick/status/2019271942776193303)  2026-02-05T04:48Z [---] followers, [---] engagements


"'Hope' is the most expensive strategy in finance Old Sport. 🦅🥀 You nailed the psychology perfectly. That internal monologue 'I'll just wait for the bounce' is the sound of liquidity providing an exit for the Smart Money. The 'Relief Rally' is coming but it isn't a recovery. Its the Bull Trap. When that 90% of fake stablecoin liquidity finally evaporates there won't be any bids left to catch the falling knife. I posted the 'Dead Cat Bounce' targets on my profile. Go see exactly where the trap snaps shut before you hold all the way to zero. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019285024755904803)  2026-02-05T05:40Z [---] followers, [----] engagements


"The 'Institutional Savior' just became the 'Institutional Seller' Old Sport. 🦅🚪 Did you really think Larry Fink was going to HODL through the crash with you BlackRock isn't in the business of 'Belief.' They are in the business of Fees. When the ETF inflows turn into outflows they don't ask questions. They hit the sell button. The 'Adults in the Room' are heading for the exit. I posted the 'ETF Outflow' targets on my profile. Go see which giant dumps their bag next before you buy the dip. 🥂📉 https://twitter.com/i/web/status/2019286661205541346"  
[X Link](https://x.com/OffTheTick/status/2019286661205541346)  2026-02-05T05:47Z [---] followers, [---] engagements


"Buffett didn't panic because he wasn't trading 0DTE options on margin. He owned the Business. You own the Hype. The Margin Clerk doesn't care about 'The Long Run' - he cares about 4:00 PM today. You can't use 'Philosophy' to pay a Margin Call. I posted the 'Cash Fortress' strategy on my profile. Go see how to build the liquidity to survive the -50% drop so you can actually buy the bottom. 🥂🧱 https://twitter.com/i/web/status/2019287556865614307 https://twitter.com/i/web/status/2019287556865614307"  
[X Link](https://x.com/OffTheTick/status/2019287556865614307)  2026-02-05T05:50Z [---] followers, [---] engagements


"The most dangerous thing in finance is when the "tinfoil hat" guys start making more sense than the guys on CNBC. Wall Street Didn't 'fail' to warn you. They needed you to hold the bag so they could sell. Nvidia Was just circular financing (Selling chips to startups funded by the same VCs). Bitcoin Isn't a Safe Haven; it is a Leverage Gauge. When the liquidity dies the coins die. The bubble wasn't a mistake. It was a transfer of wealth from the Tourist to the Insider. I posted the full 'Crash Autopsy' on my profile. Go read it to see which 'Truth' drops next before the media admits it. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019296334402965983)  2026-02-05T06:25Z [---] followers, [---] engagements


"He defines 'Poor' as only having [--] zeros instead of [--] Old Sport. 🦅📉 Let me translate 'Billionaire Poor' for you: It means he has to fly NetJets instead of buying the Gulfstream outright. The DOJ took a fee they didn't take the Seed Phrase. If he is 'poor' with [-----] BTC stashed in a cold wallet then I am volunteering for the welfare line. I posted the 'Hidden Whale Wealth' tracker on my profile. Go see where the money is actually hiding while he pleads poverty. 🥂🧱 https://twitter.com/i/web/status/2019460213410079135 https://twitter.com/i/web/status/2019460213410079135"  
[X Link](https://x.com/OffTheTick/status/2019460213410079135)  2026-02-05T17:16Z [---] followers, [----] engagements


"@Kalshi If he is 'poor' with [-----] BTC stashed in a cold wallet then I am volunteering for the welfare line"  
[X Link](https://x.com/OffTheTick/status/2019460376522260868)  2026-02-05T17:17Z [---] followers, [---] engagements


"Peter you are confusing 'Naivety' with 'Greed' Old Sport. 🦅🤝 Wall Street wasn't 'convinced' by the promoters. Wall Street became the promoter. Larry Fink didn't embrace Bitcoin because he believed in Sound Money. He embraced it because he smelled Management Fees. The Banks didn't get duped; they just found a new asset class to securitize and sell to the retail exit liquidity. The 'Mania' is absolutely over. The 'Marketing Department' has been fired. But don't mistake a De-Leveraging Event for a Funeral. Amazon fell 90% in [----] too. I posted all this before it happened on my profile. Go see"  
[X Link](https://x.com/OffTheTick/status/2019617060951560355)  2026-02-06T03:40Z [---] followers, [---] engagements


"WSM You are confused because you think Gold is a 'Hedge.' In a crash Gold isn't a hedge; it is a Source of Funds. When a Hedge Fund blows up on leveraged Tech and Crypto (thanks to the MSTR implosion) they don't sell what they want to sell. They sell what they can sell. They are dumping Gold and Silver to pay for their Bitcoin mistakes. The VIX rising isn't just 'Fear' - it is the price of insurance skyrocketing because the building is actually on fire. I posted this before it happened on my profile. Go see what we are buying after the forced selling stops. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019617956062187685)  2026-02-06T03:43Z [---] followers, [--] engagements


"He didn't sell it to 'Buy the Dip.' He sold it to 'Pay the Margin' Old Sport. 🦅📉 You don't liquidate a Gulfstream to buy a digital coin unless the Real Estate cash flow has stopped hitting the account. Real players borrow against the jet at 6%. Distressed players sell the jet at a discount. This isn't '10X Conviction'; it is '10X Liquidation.' He is going to be flying Spirit Airlines to the next Mastermind. https://twitter.com/i/web/status/2019619223031451924 https://twitter.com/i/web/status/2019619223031451924"  
[X Link](https://x.com/OffTheTick/status/2019619223031451924)  2026-02-06T03:48Z [---] followers, [----] engagements


"You are smelling the Margin Call before the news reports it Old Sport. 🦅📉 You nailed the diagnostic. When unrelated assets (Crypto and Big Tech) crash in perfect unison it means a whale is being harpooned. This is a classic 'Quant Quake.' A large fund is getting tapped on the shoulder and the risk algorithms are puking everything to raise cash. They aren't selling because they think the assets are bad; they are selling because the leverage is lethal. I posted about this before I happened Go see where the selling finally exhausts itself so we can buy the wreckage. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019620480559284248)  2026-02-06T03:53Z [---] followers, [---] engagements


"They aren't 'leveraging' AI. They are 'deleting' payroll Old Sport. 🦅✂ You are watching the death of the 'Entry Level Job' in real time. Goldman didn't hire Anthropic to make the accountants' lives easier. They hired them to make the accountants obsolete. Why pay a Junior Analyst $150k + Bonus to check compliance boxes when a server rack does it for $0.05 and never sleeps The 'Back Office' is becoming the 'Server Room.' I posted the 'White Collar Extinction' timeline on my profile. Go see which career paths are hitting zero value next. 🥂🧱"  
[X Link](https://x.com/OffTheTick/status/2019768634332102761)  2026-02-06T13:42Z [---] followers, 15.8K engagements


"They just financialized Survival Old Sport. 🦅📉 You are witnessing the final stage of the Consumer Debt Bubble. 'Buy Now Pay Later' for a luxury handbag is a choice. 'Buy Now Pay Later' for your roof is Serfdom. If you have to finance this month's rent with next month's salary you are mathematically insolvent. You just don't know it yet. This isn't 'flexibility' for the tenant; it is a way to squeeze the last drop of liquidity from a working class that is already tapped out. I posted the 'Subprime Rental Crisis' analysis on my profile. Go see how the credit collapse begins at home before the"  
[X Link](https://x.com/OffTheTick/status/2019769484580475012)  2026-02-06T13:45Z [---] followers, [----] engagements


"That isn't a Recovery Old Sport. That is a Bear Market Rally. 🦅🪤 People are mistaking 'Short Covering' for 'Institutional Buying.' The reason it jumped +10% isn't because the fundamentals changed overnight. Its because the late shorts got squeezed. When everyone piles into the 'Short' trade at the bottom the market has to rip higher to liquidate them before the real crash continues. $69k is the 'Kill Zone.' This is exactly where the trapped bulls from last week will try to exit at breakeven. As I predicted the crash [--] weeks ago and said yesterday to expect a dead cat bounce and shared the"  
[X Link](https://x.com/OffTheTick/status/2019813675071156283)  2026-02-06T16:41Z [---] followers, [---] engagements


"You are confusing 'Artificial Intelligence' with 'Actual Articulation' Old Sport. 🦅🎓 I understand the confusion. When you are accustomed to reading mediocrity all day a coherent sentence looks like a machine wrote it. I don't use Grok to do my thinking. Grok is trained on tweets; I was trained in the Boardroom. The difference is simple: An LLM hallucinates facts. I hallucinate profits. I predicted and posted about the Gold Crypto and Stocks crash before it happened and told you yesterday that today we will see a dead cat bounce. Go to my profile and see if a chatbot can replicate those"  
[X Link](https://x.com/OffTheTick/status/2019817601442918629)  2026-02-06T16:56Z [---] followers, [--] engagements


"They didn't save the market on Friday. They painted the tape for Monday. 🦅🩸 Do not confuse 'Short Covering' with 'Institutional Demand.' The +10% bounce you just watched was a Liquidity Vacuum. Wall Street marked the price up into the weekend for one reason: To give Retail confidence to buy the dip on Saturday so the Institutional desks have someone to sell to on Monday morning. The 'Black Monday' Setup is locked in: [--]. The Rate Reality: Warsh is still the nominee. Rates aren't dropping. [--]. The Tech Reality: The $200B Capex bill is due and the profits aren't there. [--]. The Trap: Retail is"  
[X Link](https://x.com/OffTheTick/status/2019844457210998991)  2026-02-06T18:43Z [---] followers, [---] engagements


"I see exactly who you are. To you writing with 'Soul' means writing with typos bad grammar and the attention span of a TikTok scroller. You are so accustomed to the incoherent ramblings of your social circle that clear precise English looks like 'AI' to you. That doesn't expose me. It exposes your tax bracket. I don't write to entertain the illiterate. I write to instruct the insolvent. My 'Soul' is in the accuracy of the calls posted to my profile. Go check the timestamps on those predictions. You can't fake the PnL. 🥂🧱 https://twitter.com/i/web/status/2019848583630188803"  
[X Link](https://x.com/OffTheTick/status/2019848583630188803)  2026-02-06T19:00Z [---] followers, [--] engagements


"That isn't a 'Conversion' Old Sport. That is a 'Sales Pitch'. 🦅💰 You are confusing 'Belief' with 'Business Development.' Jamie spent [--] years crashing the price with FUD so JPMorgan could build their infrastructure cheap. Now that they have the ETFs the custody vaults and the trading desk built he needs you to buy it. He didn't see the light; he saw the Transaction Fees. When the biggest Bear on Wall Street suddenly turns Bullish at the all-time high he isn't trying to help you. He is looking for Exit Liquidity. I posted the 'Institutional Dump' indicator on my profile. Go see what happens"  
[X Link](https://x.com/OffTheTick/status/2019963445555163433)  2026-02-07T02:36Z [---] followers, [---] engagements


"That isn't a 'Rivalry' Old Sport. That is an IQ Test. 🦅📺 You are confusing 'Production' with 'Extraction.' Netflix is running a Factory. They have to burn $17 Billion in cash every year just to keep the lights on. If they stop filming the subscribers leave. YouTube is running a Toll Booth. They don't make the cars; they just own the bridge. While Netflix is stressing about casting and scripts YouTube is sleeping while millions of 'Creators' work for free to fill their inventory. The $100 Billion payout isn't a cost. It is a wage for the digital serfs. YouTube achieved the capitalist dream:"  
[X Link](https://x.com/OffTheTick/status/2019970660999557191)  2026-02-07T03:05Z [---] followers, [--] engagements


"Scaramucci is a salesman. He needs you to believe the 'Trillions' are coming so you buy his bags before the bill passes. That isn't Alpha Old Sport. That is a Marketing Campaign. 🦅👔 You are confusing 'Institutional Adoption' with 'Regulatory Capture.' Here is the reality of the Market Structure Bill: It doesn't unlock 'Trillions' of buy-side pressure; it unlocks Trillions in Compliance Costs. Regulation is the enemy of volatility. When the government 'legitimizes' an asset class the 100x gains disappear and it becomes just another boring asset in a 60/40 portfolio. The 'Trillions' aren't"  
[X Link](https://x.com/OffTheTick/status/2019973228953821280)  2026-02-07T03:15Z [---] followers, [----] engagements


"Vlad is right but for the wrong reason. We don't watch humans play Chess (or trade stocks) because they are the best. We watch them because they Blunder. AI is perfect. Perfect is boring. You cannot gamble on a machine that never makes a mistake. The 'Human Story' is just a polite word for 'Inefficiency.' The reason the Chess industry grew is that it pivoted from a 'Calculation Contest' to a 'Reality Show.' Vlad needs the markets to stay a Reality Show. If retail traders realized the HFT bots checkmate them every single morning his volume would go to zero. That isn't 'Romance' Old Sport. That"  
[X Link](https://x.com/OffTheTick/status/2019978934717227374)  2026-02-07T03:38Z [---] followers, [---] engagements


"You are confusing "Synergy" with Sovereignty. Microsoft bought LinkedIn to own your Resume. Salesforce bought Slack to own your Workflow. Elon is merging companies to own your Reality. He isn't building a conglomerate. He is building a God-Machine: X (The Eye): The global sensor network feeding real-time human thought. 👁 xAI (The Brain): The intelligence processing that data into truth. 🧠 SpaceX (The Nervous System): The orbital grid delivering the signal to the planet. 🛰 While other CEOs play Monopoly (collecting rent) Elon is playing Civilization (building the tech tree). Do not bet"  
[X Link](https://x.com/OffTheTick/status/2019982793669812353)  2026-02-07T03:53Z [---] followers, [--] engagements


"When $HIMS was at $40 my feed was full of 'influencers' screaming $80. Now it is at $20 and those same accounts are either silent or pivoting to 'long-term hold' cope. But mark my words hims is going to under $10 HIMS wasnt trading on P/E ratios. It was trading on the probability of a judge ruling in their favor regarding the "Compounding Loophole." Why did they launch the pill for $49 It wasn't charity. It was Customer Acquisition at any cost. They knew the window is closing. They were trying to sign up [------] users fast so they can cross-sell them hair foam before the courts shut down the"  
[X Link](https://x.com/OffTheTick/status/2019989007812239689)  2026-02-07T04:18Z [---] followers, [----] engagements


"Your reading the Income Statement Old Sport. You need to read the Balance Sheet. 🦅📉 Youre citing Starlink's $15B revenue like it's free cash flow. It isn't. That $15B comes with massive CAPEX. To earn that money SpaceX has to build launch and replace thousands of satellites every [--] years. It is a high-churn capital-intensive grind. The Government money is different. The $2.8B Artemis contract and the classified Starshield contracts (which you conveniently ignored) are High Margin. Consumer Starlink: You have to fight for every $120/month subscription. Gov Starshield: The Pentagon writes a"  
[X Link](https://x.com/OffTheTick/status/2019992569325699217)  2026-02-07T04:32Z [---] followers, [--] engagements


"Cathie isn't selling Coinbase because she thinks it's over. She is selling it because her retail investors are panic-selling her fund and she needs the cash to pay them their exit liquidity. This is the ultimate 'Capitulation Signal.' When the biggest Bull in the room is forced to sell the bottom to cover redemptions the washout is nearly complete. She is selling the furniture to pay the rent. The Smart Money loves this. We aren't buying from a seller who wants to sell. We are buying from a seller who has to sell. This isn't a 'Trade' Old Sport. This is a 'Refund'. 🦅💸 You confused 'Bearish"  
[X Link](https://x.com/OffTheTick/status/2020185650713043454)  2026-02-07T17:19Z [---] followers, [---] engagements


"That isn't a 'Forecast' Old Sport. That is a 'Trap'. You are confusing 'Probability' with 'Hopium.' When the retail crowd on Kalshi starts betting on $78k it means they are already Long. Think about the mechanics: If everyone has already bought their ticket for the moon who is left on the platform to push the price up Nobody. This is the ultimate 'Top Signal.' The Market Makers look at Kalshi and see a menu. They see thousands of over-leveraged bulls waiting for $78k. They won't give you the payout. They will give you the Flush. The market will crash to $58k specifically to liquidate these"  
[X Link](https://x.com/OffTheTick/status/2020205036916429163)  2026-02-07T18:36Z [---] followers, [---] engagements


"The Chipotle you loved was run by Chefs. The Chipotle you hate is run by Accountants. When Wall Street demanded 'Margin Expansion' the only variable left to cut was Quality. Youve confused 'Food' with 'Financial Engineering.' You aren't eating a burrito anymore. You are eating a Spreadsheet. https://twitter.com/i/web/status/2020207703440986375 https://twitter.com/i/web/status/2020207703440986375"  
[X Link](https://x.com/OffTheTick/status/2020207703440986375)  2026-02-07T18:47Z [---] followers, [---] engagements


"@PeuterToon None. https://x.com/offthetick/status/2019989007812239689s=46&t=aaDNQFe-Xk7by1b51JUdcA When $HIMS was at $40 my feed was full of 'influencers' screaming $80. Now it is at $20 and those same accounts are either silent or pivoting to 'long-term hold' cope. But mark my words hims is going to under $10 HIMS wasnt trading on P/E ratios. It was trading on the https://x.com/offthetick/status/2019989007812239689s=46&t=aaDNQFe-Xk7by1b51JUdcA When $HIMS was at $40 my feed was full of 'influencers' screaming $80. Now it is at $20 and those same accounts are either silent or pivoting to"  
[X Link](https://x.com/OffTheTick/status/2020209861200605210)  2026-02-07T18:55Z [---] followers, [--] engagements


"That isn't 'Conviction' Old Sport. That is 'Stockholm Syndrome'. 🦅🧠 You are confusing 'Investing' with a 'Cult.' The goal of this game isn't to collect the most tokens before you die. The goal is to extract Fiat Currency from the market to buy real assets. If you are shaming people for selling it is because you are terrified that their selling is lowering the value of your bag. That is fear not strength. Smart Money sells. They sell into strength and they sell to cut losses. Only the 'Community' holds all the way back to zero. I posted the 'Profit Taking' exit strategy on my profile. Go see"  
[X Link](https://x.com/OffTheTick/status/2020232025563627785)  2026-02-07T20:23Z [---] followers, [---] engagements


"@Mr_Derivatives Its a stock going down to $7-8 https://x.com/offthetick/status/2019989007812239689s=46&t=aaDNQFe-Xk7by1b51JUdcA When $HIMS was at $40 my feed was full of 'influencers' screaming $80. Now it is at $20 and those same accounts are either silent or pivoting to 'long-term hold' cope. But mark my words hims is going to under $10 HIMS wasnt trading on P/E ratios. It was trading on the https://x.com/offthetick/status/2019989007812239689s=46&t=aaDNQFe-Xk7by1b51JUdcA When $HIMS was at $40 my feed was full of 'influencers' screaming $80. Now it is at $20 and those same accounts are"  
[X Link](https://x.com/OffTheTick/status/2020236108735390087)  2026-02-07T20:39Z [---] followers, [----] engagements


"That isn't 'Doom' Old Sport. That is 'Due Diligence'. 🦅☂ You are confusing 'Negativity' with 'Risk Management.' You see a storm and get depressed. I see a storm and sell Umbrellas. I am not here to ruin your vibes. I am here to chronicle the greatest capital misallocation in human history: The $10 Trillion AI Bubble. You: See 'Innovation' because you are long the hype. Me: See 'Vaporware' because I can read the P&L. Sunshine is free. Alpha is expensive. I can buy all the sunlight I want on the Riviera after the liquidation event. https://twitter.com/i/web/status/2020260992966680924"  
[X Link](https://x.com/OffTheTick/status/2020260992966680924)  2026-02-07T22:18Z [---] followers, [--] engagements


"That isn't 'Invasion' Old Sport. That is 'Succession Planning'. 🦅⚔ Youre confusing 'Heritage' with 'Hypocrisy.' Let's review the Cap Table: [--]. Series A (1492): Your ancestors (Europeans) arrived on boats 'liquidated' the local management (Genocide) and executed a hostile takeover of the asset (America). [--]. Series B (2024): You got comfortable. You stopped working. You stopped having babies. You became Unproductive Capital. The Market hates a vacuum. You built a Ponzi scheme that requires perpetual growth but you refuse to produce the labor (children) or do the work (jobs) to sustain it. So"  
[X Link](https://x.com/OffTheTick/status/2020602207855374370)  2026-02-08T20:54Z [---] followers, [--] engagements


"In a Gold Rush (AI) the 10x returns don't come from finding the 'Next NVDA.' They come from identifying the Bottle Neck. Lets look at the mathematics first: - 30% Upside (Infrastructure): This is the 'House.' It pays the bills. It compounds. It survives the crash. - 10x Upside (The Moonshot): To get a 1000% return you have to buy something that has a 90% chance of going to zero. It means youre chasing Vaporware. Look at the bottlenecks if you want a real 10x Look at the Physics that restricts them. Copper: We don't have enough wire. Uranium: We don't have enough power. Water: We don't have"  
[X Link](https://x.com/OffTheTick/status/2020675894851809301)  2026-02-09T01:47Z [---] followers, [----] engagements


"What your looking for are Moonshots - The company that strangles the company everyone is talking about. I.e. The chokepoints- The companies that own the physical constraints that will stop AI dead in its tracks unless they get paid. Lets look at some examples: The Copper Choke (No Wire = No AI) An AI Data Center uses 3x to 4x more copper than a traditional one. The world is running out of copper mines. It takes [--] years to open a new mine. The deficit is mathematical. Ivanhoe Mines (IVPAF) - They own the Kamoa-Kakula mine in the DRC. It is the highest-grade major copper discovery in the"  
[X Link](https://x.com/OffTheTick/status/2020706894638203078)  2026-02-09T03:50Z [---] followers, [----] engagements


"That isn't 'Invasion' Old Sport. That is 'Succession Planning'. 🦅⚔ Youre confusing 'Heritage' with 'Hypocrisy.' Let's review the Cap Table: [--]. Series A (1492): Your ancestors (Europeans) arrived on boats 'liquidated' the local management (Genocide) and executed a hostile takeover of the asset (America). [--]. Series B (2024): You got comfortable. You stopped working. You stopped having babies. You became Unproductive Capital. The Market hates a vacuum. You built a Ponzi scheme that requires perpetual growth but you refuse to produce the labor (children) or do the work (jobs) to sustain it. So"  
[X Link](https://x.com/OffTheTick/status/2021084056637648925)  2026-02-10T04:49Z [---] followers, [---] engagements


"You are confusing the Government with the Network. The "Bureaucratic Empire" is insolvent. But the "Commercial Empire" has never been more dominant. Look at the scoreboard: Compute: US companies control 95% of the global AI stack (Nvidia/Microsoft/Google). Energy: We are the #1 producer of Oil & Gas in history. Defense: The private sector (SpaceX/Anduril) is effectively privatizing space and air superiority. The "State" is crashing. The "Network" is taking over. We are moving from a Political Hegemony to a Corporate Hegemony. Don't short the transition."  
[X Link](https://x.com/OffTheTick/status/2022149803216367870)  2026-02-13T03:24Z [---] followers, [----] engagements


"@GuenoMatias26 @BenGeskin Whats even worse is iPhone 12PMs 3500mAh battery outlasts Sammys 5000mAh"  
[X Link](https://x.com/anyuser/status/1341398669573181448)  2020-12-22T15:02Z [---] followers, [--] engagements


"Pricing in perfection in an imperfect world. 🤖 At this valuation the market is assuming the Robotaxis are already on the road and Optimus is folding laundry. Its a 'Story Stock' trading on [----] fantasies while the [----] consumer is tapping out on auto loans. The multiple expansion is detached from the macro gravity. 🎈📉 https://twitter.com/i/web/status/2017269235181855195 https://twitter.com/i/web/status/2017269235181855195"  
[X Link](https://x.com/OffTheTick/status/2017269235181855195)  2026-01-30T16:10Z [---] followers, [---] engagements


"Oh dear. The 'Kiss of Death' has arrived. 💋☠ Cathie Wood telling you to sell Gold after it has already crashed -10% is the single most bullish signal for Gold I have ever seen. She has an uncanny supernatural ability to capitulate at the exact mathematical bottom. If she is dumping Gold to buy Bitcoin the Boardroom strategy is clear: Sell Bitcoin. Buy Gold. Thank you for the signal Cathie. You are the most expensive sentiment indicator in history. 🦅📉 https://twitter.com/i/web/status/2018544585018933253 https://twitter.com/i/web/status/2018544585018933253"  
[X Link](https://x.com/OffTheTick/status/2018544585018933253)  2026-02-03T04:38Z [---] followers, [---] engagements


"You are confusing 'Morality' with 'Math' Old Sport. 🦅🧮 You want Bitcoin to be a 'Club' with a moral code. It isn't. It is a Public Utility. The fact that Epstein cartels and dictators can use it - or even fund the labs that built it - without controlling it proves the thesis. If the Devil himself buys a block the network doesn't reject it. That is what 'Censorship Resistance' actually looks like. The Bitcoiners aren't cheering for Epstein. They are cheering because the Mechanism survived the Reputation Attack. If the system worked even when the 'Bad Guys' were paying the bills then the"  
[X Link](https://x.com/OffTheTick/status/2019790915267653813)  2026-02-06T15:10Z [---] followers, [---] engagements


"That isn't 'Replacement' Old Sport. That is 'Procurement'. 🦅👶 Youre confusing 'Poverty' with 'Priorities.' Let's check the ledger: - The European: Can afford children. But you prefer the Audi the 3-bedroom flat in the city center and the annual ski trip. You have priced yourself out of the market by inflating your lifestyle. - The Immigrant: Has a lower 'Cost of Goods Sold.' They are willing to produce the asset (Future Taxpayer) for a lower margin than you are. The State acts like a Corporation. It has a Pension Liability (Your retirement) that requires fresh liquidity (New Workers). - You"  
[X Link](https://x.com/OffTheTick/status/2020636218623393893)  2026-02-08T23:09Z [---] followers, [----] engagements


"That isn't 'Heroism' Old Sport. That is 'Risk Management'. 🦅🧼 You are confusing a 'Moral Compass' with a 'Survival Instinct.' Here is the Boardroom reality: In the elite circles there is one rule: If a Liability threatens the Brand you liquidate the Liability. Trump didn't blow the whistle to save the world. He saw that Epstein was sloppy reckless and dangerous to his own operation (Mar-a-Lago). The 'Ban' was the signal: When Trump banned Epstein from the club he wasn't being a saint. He was Cutting the Contagion Link. - The Move: Be the first to point the finger. - The Result: When the"  
[X Link](https://x.com/OffTheTick/status/2021083659747373544)  2026-02-10T04:47Z [---] followers, [----] engagements


"Spot on. The energy advantage is obvious but the architecture is what nobody is pricing in. Look closely at Neom. "The Line" isn't just a city; it is being built as the world's largest linear Data Center. The Geometry: A 170km straight line creates a zero-latency fiber backbone that circular cities can't match. The Cooling: The mirror facade and coastal location are designed for massive heat dissipation. The Power: 100% renewable grid dedicated to compute not just AC for residents. While the US grid is stuck in permitting hell KSA is essentially building a motherboard in the desert. The "Oil"  
[X Link](https://x.com/OffTheTick/status/2021415011709591924)  2026-02-11T02:44Z [---] followers, [--] engagements


"The Bitcoin White-paper "One of the greatest written works in all of history." That's how billionaire Chamath Palihapitiya describes the Bitcoin white paper. To him BTC isn't just code - it's poetry"  
[X Link](https://x.com/OffTheTick/status/2021449063099662783)  2026-02-11T04:59Z [---] followers, [---] engagements


"@Mr_Derivatives As I explained previously Hims is going to $8 thats the real business value refer to the analysis on my profile"  
[X Link](https://x.com/OffTheTick/status/2021629783466184752)  2026-02-11T16:57Z [---] followers, [---] engagements


"Why is the stock up when automotive revenue actually fell 45% YoY Because of one specific line item: Software & Services. Rivian is slowly morphing from a "Car Manufacturer" (Capital Intensive Low Margin) into a "Tech Consultant" for Legacy Auto (Low Capital High Margin). Rivian is no longer a sovereign car company. It is a Technology Arm of the Volkswagen Group that happens to sell cool trucks on the side. https://twitter.com/i/web/status/2022055427333099743 https://twitter.com/i/web/status/2022055427333099743"  
[X Link](https://x.com/OffTheTick/status/2022055427333099743)  2026-02-12T21:09Z [---] followers, [---] engagements


"You don't need a "UHNW friend" to see it. Its right there on the terminal. The "thin ice" is just the Treasury liquidity drain. The flows: Insiders are dumping software/SaaS at the fastest pace since [----]. The rotation: That capital isn't leaving the market; its moving into Energy Commodities and Hard Assets. The signal: Sovereign Wealth funds are bidding the floor on every dip. Its not a crash. Its a transfer of wealth from "growth tourists" to "value owners." If you aren't positioned for the rotation you are the exit liquidity"  
[X Link](https://x.com/OffTheTick/status/2022057044011102306)  2026-02-12T21:15Z [---] followers, [----] engagements


"The "Bubble" narrative is just a cope for being under-allocated. Since December the data has made the thesis binary: The Hyperscalers: Microsoft & Google didn't cut spend; they accelerated CapEx guidance for [----]. The Sovereigns: The UAE and Saudis are no longer just "investors"; they are buying entire supply chains. The Energy: 20-year nuclear contracts aren't signed for a "trend." We moved from the "Hype Phase" to the "Industrial Phase" [--] days ago. If you are still waiting for the pop you are fighting the largest infrastructure build-out in human history."  
[X Link](https://x.com/OffTheTick/status/2022142241343521255)  2026-02-13T02:54Z [---] followers, [---] engagements


"Stop acting surprised. This is just Liquidity Preference in the dating market. The Bid: $23 Billion Net Worth + Global Influence. The Ask: Peak fertility + Vitality. The Spread: [--] years. The market cleared at the equilibrium price. If this offends you its because you are judging a transaction you can't afford to participate in. https://twitter.com/i/web/status/2022144984913256488 https://twitter.com/i/web/status/2022144984913256488"  
[X Link](https://x.com/OffTheTick/status/2022144984913256488)  2026-02-13T03:05Z [---] followers, [--] engagements


"The 'Ultrasound Money' just went silent Old Sport. 🦅🔇 You are watching the separation of 'The Asset' and 'The App Store.' ETH down 32% proves the thesis: It isn't Digital Gold; it is just High-Beta Tech Equity. When the Nasdaq crashes Ethereum crashes harder. It has no defensive moat. Bitcoin is bleeding but the Alts are hemorrhaging. I posted the 'Layer [--] Extinction Level' on my profile. Go see where the knife finally sticks before you try to catch the falling Ether. 🥂📉 https://twitter.com/i/web/status/2019463319594151990 https://twitter.com/i/web/status/2019463319594151990"  
[X Link](https://x.com/OffTheTick/status/2019463319594151990)  2026-02-05T17:29Z [---] followers, [---] engagements


"That isn't 'Greed' Old Sport. That is 'Evacuation'. 🦅🚨 You are confusing a 'Bull Market' with a 'Lifeboat Drill.' Investors aren't piling into $GLD because they want a return. They are piling in because they are scared the Dollar is about to lose its purchasing power. [----] Million ounces isn't a portfolio allocation. It is a bunker. The real signal is the Miners ($3.62B Inflows). Buying physical gold is defensive. Buying the Miners is offensive. This means the Smart Money isn't just hedging against a crash; they are betting on a Sovereign Debt Crisis. When the miners catch a bid like this"  
[X Link](https://x.com/OffTheTick/status/2020230624259277111)  2026-02-07T20:18Z [---] followers, [---] engagements


"$39M is a rounding error. That's 0.3% of their cash pile. Don't look at the size. Look at the information asymmetry. Coinbase sees the institutional OTC flows [--] days before the 13Fs drop. They know exactly who is accumulating behind the scenes. They are front-running their own data. They aren't "buying the dip." They are buying the supply shock they know is coming. https://twitter.com/i/web/status/2022059425968594993 https://twitter.com/i/web/status/2022059425968594993"  
[X Link](https://x.com/OffTheTick/status/2022059425968594993)  2026-02-12T21:25Z [---] followers, [----] engagements


"He isn't asking for a favor. He is handing them the Sovereign Defense Strategy on a silver platter. The "Constructive Policy" is just code for: Let US Corporations monetize the debt before our rivals do. The Math: US Companies hold $4 Trillion in cash that is melting against real inflation. The Fix: Convert that melting ice into digital energy (BTC). The Stake: If Apple and Microsoft don't hold the supply the Sovereign Wealth Funds will. This isn't about "Crypto Bros." It's about National Security. The race is on. Either we win it or we pay rent to those who do."  
[X Link](https://x.com/OffTheTick/status/2022146773872005130)  2026-02-13T03:12Z [---] followers, [---] engagements


"He isn't just saying it. He is pricing it. The "Billable Hour" was the greatest scam of the 20th century. AI just exposed the spread. The Junior: $250/hr for document review - $0.05/token. The Audit: [--] weeks of Excel grinding - [--] seconds of Code Interpreter. The Deck: $50k for strategy slides - Prompts are free. If your career is based on "gatekeeping complexity" you are finished. Become the architect of the system or become the casualty of it. https://twitter.com/i/web/status/2022151292441760211 https://twitter.com/i/web/status/2022151292441760211"  
[X Link](https://x.com/OffTheTick/status/2022151292441760211)  2026-02-13T03:30Z [---] followers, [---] engagements


"Smart capital allocation. 🧠 Costco knows that 'Last Mile' logistics in Europe is a margin-killing nightmare (unions narrow streets regulations). By outsourcing the tech layer to $CART they effectively rent the headache while keeping the membership revenue. Let Instacart fight the local battles. 🛡📉 https://twitter.com/i/web/status/2017252865211863315 https://twitter.com/i/web/status/2017252865211863315"  
[X Link](https://x.com/OffTheTick/status/2017252865211863315)  2026-01-30T15:05Z [---] followers, [--] engagements


"🧵 The A.I Money Machine Looks like the internet found the "Treasure Map" of the AI Bubble. The Great Silicon Valley Round-Trip. You are witnessing the first $10 Trillion economy built entirely on a closed loop. The technology is real but the money is moving in a circle"  
[X Link](https://x.com/OffTheTick/status/2019223001615724668)  2026-02-05T01:34Z [---] followers, [----] engagements


"3. The "China Card" is the Blank Check 🧧 You are right. Nothing scares the West more than a Digital CCP. If Sam Altman asks for $7 Trillion to "make life better" he gets laughed at. If he asks for $7 Trillion to "beat China" he gets a standing ovation. Fear is the only thing that prints money faster than Greed. The "AI Bubble" is the only way to bypass the environmental regulations and the budget hawks to get the Concrete poured"  
[X Link](https://x.com/OffTheTick/status/2020545006704951607)  2026-02-08T17:07Z [---] followers, [---] engagements


"The Bubble is a "National Security Tax." You aren't investing in "Innovation." You are voluntarily donating your savings to build the Digital Iron Dome. When the bubble pops the equity will be wiped out. But the Grid will remain. And that is all the Generals care about"  
[X Link](https://x.com/OffTheTick/status/2020545009552888172)  2026-02-08T17:07Z [---] followers, [---] engagements


"Because this isn't 'Madness' Old Sport. It is 'Math'. 🦅🧮 You are confusing 'Ideology' with 'Insolvency.' you still think these leaders are running Countries. They are not. They are running Hedge Funds disguised as nations. Here is the Boardroom reality: The Western financial system is a Ponzi scheme built on Perpetual Growth. To keep the debt payable the GDP must go up. To keep the GDP up the population must grow. But the natives stopped having children and stopped working. So they created a 'Succession Plan'. 🦅⚔ Let's review the Cap Table: [--]. Series A (1492): Your ancestors (Europeans)"  
[X Link](https://x.com/OffTheTick/status/2021080543400493249)  2026-02-10T04:35Z [---] followers, [----] engagements


"Dubai isnt just about tax-free anymore because. The Great Capital Migration has changed everything. The smartest American capital from Blackstone to Bridgewater has already migrated there because they know this is the new epicenter of global liquidity. The deals being signed today in Dubai (AI Energy Logistics) are the ones that will define the 2030s. You walk into a room in DIFC and realize your network isn't just "aspiring" it is the people writing the checks that will define the next decade. You could move to where the game is being played or watch the winners from the sidelines in London"  
[X Link](https://x.com/OffTheTick/status/2022015849343897663)  2026-02-12T18:32Z [---] followers, [---] engagements


"You go to the wilderness to escape reality; you come to Dubai to bend reality to your will. Your soul needs this not Dubai. https://t.co/pMt9Ocv6bm Your soul needs this not Dubai. https://t.co/pMt9Ocv6bm"  
[X Link](https://x.com/OffTheTick/status/2022016516817064146)  2026-02-12T18:34Z [---] followers, [---] engagements


"This is called "Miner Capitulation." Its the most reliable bottom signal in crypto history. The $19k spread isn't a bug; it's a feature. The Flush: Inefficient public miners go bankrupt. The Consolidation: BlackRock/Energy Giants buy their distressed hardware for pennies. The Reset: Difficulty adjusts margins return price rips. You are watching the weak hands get washed out so the institutions can take over the network. https://twitter.com/i/web/status/2022059806941495460 https://twitter.com/i/web/status/2022059806941495460"  
[X Link](https://x.com/OffTheTick/status/2022059806941495460)  2026-02-12T21:26Z [---] followers, [---] engagements


"You are confusing "Venture Capital" with "Capital Expenditure." The $100B isn't going to desperate startups begging for runway. Its coming from Microsoft Meta and Google's free cash flow. The difference: VCs need an exit in [--] years. Hyperscalers are building 20-year infrastructure. The reality: They aren't building "bigger models" for fun. They are building the new electrical grid for the global economy. The "bubble" will pop for the [----] AI wrapper startups. But the infrastructure Thats not a bubble. Thats the new floor. https://twitter.com/i/web/status/2022061972196635036"  
[X Link](https://x.com/OffTheTick/status/2022061972196635036)  2026-02-12T21:35Z [---] followers, [---] engagements


"Finally someone said it. The "AI Bubble" narrative is a cope for the "SaaS Bubble" reality. AI is fundamentally deflationary to software. The Supply Shock: The marginal cost of writing code is heading to zero. The Moat: "Proprietary software" is becoming a commodity; the only moat left is distribution and data. The Pricing: The "Per Seat" model is dead. Why pay $30/month for a tool an agent can build in [--] seconds We aren't watching a new bubble form. We are watching the $5 Trillion "Rent-Seeking Software" bubble get popped by open-source intelligence. The infrastructure is real. The wrappers"  
[X Link](https://x.com/OffTheTick/status/2022141847473143995)  2026-02-13T02:52Z [---] followers, [---] engagements


"Stop looking at the dollar amount. Look at the voting power. Previously to get liquidity for his bunkers or hobbies Zuck had to sell shares (and dilute his control). Now He gets $720M/year in cash. He sells zero shares. He keeps 100% of his voting dominance. This isn't a "reward." It's a mechanism to fund his empire without ever giving up the throne. He just solved the Founder's Dilemma. He gets the cash and keeps the keys. https://twitter.com/i/web/status/2022142795377418414 https://twitter.com/i/web/status/2022142795377418414"  
[X Link](https://x.com/OffTheTick/status/2022142795377418414)  2026-02-13T02:56Z [---] followers, 47.9K engagements


"Pomp is right but hes being too polite. This isn't a "gift." Its a handover. While retail screams about the -50% drop look at who is on the other side of the trade: BlackRock: IBIT just crossed [------] BTC in holdings. They are buying the panic you are selling. The Whales: Wallets holding 1k+ BTC added $4 Billion last week alone. The Miners: Difficulty just dropped -11% (classic capitulation signal). The price is down but the ownership just transferred from weak hands to strong hands. If you sold this week you just donated your financial future to Larry Fink."  
[X Link](https://x.com/OffTheTick/status/2022143391002181826)  2026-02-13T02:58Z [---] followers, [---] engagements


"Its not just inevitable. Its a mathematical certainty. The "House Model" is dead. The "Exchange Model" is eating it alive. Here is why DraftKings and FanDuel are heading to zero: The Vig: Sportsbooks charge 10% juice. Prediction markets are 1%. Smart money doesn't pay a tax to play. The Limits: If you win too much on a Sportsbook they ban you. Prediction markets need you to win to create liquidity. The Regulation: Sportsbooks are fighting [--] different state battles. Prediction markets just got Federal (CFTC) clearance to operate everywhere. We are moving from "Betting against the House""  
[X Link](https://x.com/OffTheTick/status/2022145520370626629)  2026-02-13T03:07Z [---] followers, [----] engagements


"You are missing the real mechanism here. This isn't just a "Trade Deal." It is a Protection Payment. The $84B purchase order isn't for soybeans. Its the premium for the US Security Umbrella. The Setup: Threaten 32% to panic the supply chain (The Stick). The Close: Settle at 15% + Guaranteed US exports (The Carrot). The Alpha: He just monetized the geopolitical risk of the Taiwan Strait. While Congress argues about "isolationism" he turned a foreign policy liability into a revenue-generating asset. He didn't negotiate. He collected rent. https://twitter.com/i/web/status/2022148360635867554"  
[X Link](https://x.com/OffTheTick/status/2022148360635867554)  2026-02-13T03:18Z [---] followers, [----] engagements


"The "Digital Economy" isn't evaporating. The "Rent-Seeking Economy" is. The panic is justified if your business model is "charging for access." SaaS margins: Commoditized by Agents. Service revenue: Vaporized by Automation. Frontier Models: Fighting a price war to the bottom. The value isn't accruing to the Model. It is accruing to the Infrastructure (Energy/Chips) and the Consumer (Surplus). Don't "chill." Rotate your capital to the physical layer. https://twitter.com/i/web/status/2022148813792690679 https://twitter.com/i/web/status/2022148813792690679"  
[X Link](https://x.com/OffTheTick/status/2022148813792690679)  2026-02-13T03:20Z [---] followers, [---] engagements


"This isn't a bug. It is Regulatory Gatekeeping by design. The SEC created a moat called "Accredited Investor Status" to ensure the wealth ladder stays pulled up. The Lie: "We are protecting retail from risky assets." The Truth: They are hoarding the alpha for the pre-IPO cartel. The Outcome: By the time you can buy $OPENAI on the NASDAQ the 100x is gone. Public markets are no longer for wealth creation. They are strictly for Venture Capital Exit Liquidity. You aren't "missing out." You are being systematically excluded until the insiders are ready to dump their bags on your 401(k)"  
[X Link](https://x.com/OffTheTick/status/2022352356168347899)  2026-02-13T16:49Z [---] followers, 13.7K engagements


"You have it backward. You don't short the firm. You short the Payroll. You are assuming that "Knowledge Work" is the Product. It isn't. It is the Cost of Goods Sold. The Margin: If a law firm can bill $5M for a case using [--] partners and an AI agent instead of [--] associates that isn't a bankruptcy. That is the greatest margin expansion event in history. The Multiple: Service companies trade at 2x Revenue. Tech companies trade at 10x. When "Service" firms automate the labor they get re-rated as Tech. The Moat: The AI can do the work but it can't hold the liability. The "Company" remains as the"  
[X Link](https://x.com/OffTheTick/status/2022354421938524371)  2026-02-13T16:57Z [---] followers, [---] engagements


"@hamptonism This list is outdated. You are optimizing for "Vibes" instead of "Velocity." Dubai isn't just on the list; it is the list"  
[X Link](https://x.com/OffTheTick/status/2022355106008830229)  2026-02-13T17:00Z [---] followers, [---] engagements


"She is right on the Technology but do not confuse that with the Currency. We are entering the "Great Bifurcation." Tech is Deflationary: AI robotics and energy are dragging the cost of abundance (software labor consumer goods) to zero. Fiat is Inflationary: The Federal Reserve cannot allow deflation because the $36 Trillion debt load would become unpayable. They must print to offset the tech shock. The result Everything that can be printed (Dollars Stocks Content) will go to infinity. Everything that cannot be printed (Land Gold Bitcoin) will reprice in real terms. She calls it "Good"  
[X Link](https://x.com/OffTheTick/status/2022355857422311898)  2026-02-13T17:03Z [---] followers, [---] engagements


"This is the Demolition of the auto industry disguised as efficiency. The math is brutal for the legacy OEMs (Ford/GM). The Volume: If [--] Robotaxi replaces [--] private cars global auto production crashes by 80%. The Debt: $1.6 Trillion in auto loans is collateralized by assets that are about to be worthless. The Real Estate: Parking is 30% of urban land. That value goes to zero (or becomes housing). We aren't just changing how we drive. We are deleting the second largest asset on the middle-class balance sheet. The "American Dream" of a 2-car garage is over. It's just a subscription now."  
[X Link](https://x.com/OffTheTick/status/2022356532793430297)  2026-02-13T17:05Z [---] followers, [---] engagements


"Do not confuse an "IPO" with an "Investment Opportunity." If Elon is listing SpaceX at the rumored $1.5 Trillion valuation he isn't offering you upside. He is handing you the bill for Mars. The Valuation: To make a standard VC return (10x) from here SpaceX needs to become a $15 Trillion company. That is 40% of the entire US GDP. The Merger: He just jammed xAI into the deal to sweeten the pot. Why Because burning cash on Starship is a hard sell but "Space + AI" is an infinite money glitch for retail investors. The Timing: You list when the hype is peak not when the cash flow is stable. This"  
[X Link](https://x.com/OffTheTick/status/2022381201512636440)  2026-02-13T18:43Z [---] followers, [----] engagements


"The SpaceX IPO isn't a "gift" to retail. It is a Capital Call for Mars. Here is the math nobody wants to look at: The Valuation Trap: At a rumored $1.5 Trillion valuation a standard VC return (10x) requires a $15 Trillion market cap. That is 40% of the entire US GDP. You aren't buying the floor; you are buying the absolute ceiling. The "Merger" Bait: They are likely folding xAI into the deal. Why Because rockets are capital intensive but "Space + AI" is an infinite money glitch to sell shares to retail. The Real Product: You aren't buying a share of the profits. You are donating to the Mars"  
[X Link](https://x.com/OffTheTick/status/2022383618966823270)  2026-02-13T18:53Z [---] followers, [---] engagements


"@The_AI_Investor Youre looking at the wrong layer of the stack. The "Model Companies" (Anthropic/OpenAI) aren't the winners. They are fighting a price war that drives the cost of intelligence to $0. The largest company in [----] will control the Bottleneck not the Output"  
[X Link](https://x.com/OffTheTick/status/2022419539196285362)  2026-02-13T21:16Z [---] followers, [---] engagements


"OpenAIs ChatGPT has 800M users but lost $8B last year. Thats $10 lost per user. My local coffee shop has better unit economics 😭"  
[X Link](https://x.com/OffTheTick/status/2022449147807436810)  2026-02-13T23:13Z [---] followers, [---] engagements


"This is the bottom - a phrase thats been repeated [--] times since Bitcoin hit $109k. Actual data: - Down 46% from ATH - MicroStrategy down 80% - Every crypto stock near zero - Tether redemptions accelerating - On-chain volume at 2-year lows But sure this time its different 🤡 https://twitter.com/i/web/status/2022475939276276083 https://twitter.com/i/web/status/2022475939276276083"  
[X Link](https://x.com/OffTheTick/status/2022475939276276083)  2026-02-14T01:00Z [---] followers, [---] engagements


"$470B wiped out in [--] days For context thats more than: - Costcos entire market cap ($430b) - Netflix ($380b) - Adobe ($235b) Amazon lost more value in [--] days than most companies are WORTH. And analysts are still saying this is a buying opportunity 💀 At some point we have to admit the entire tech sector was in a bubble. https://twitter.com/i/web/status/2022477472759960012 https://twitter.com/i/web/status/2022477472759960012"  
[X Link](https://x.com/OffTheTick/status/2022477472759960012)  2026-02-14T01:06Z [---] followers, [----] engagements


"I talked to [--] people and they didnt mention X therefore X is overhyped is some wild logic. By that standard: Climate change is overhyped (people dont talk about it at parties) Chip manufacturing is overhyped (same) Federal Reserve policy is overhyped (definitely same) Just because something isnt cocktail conversation doesnt mean its not real. AI IS overhyped but not because your friends arent nerds 😂 https://twitter.com/i/web/status/2022479486722154696 https://twitter.com/i/web/status/2022479486722154696"  
[X Link](https://x.com/OffTheTick/status/2022479486722154696)  2026-02-14T01:14Z [---] followers, [---] engagements


"Cool now do Year-over-Year returns: 2011-2012: +400% 2012-2013: +300% 2013-2014: +2900% 2014-2015: -50% 2015-2016: +50% 2016-2017: +167% 2017-2018: +733% 2018-2019: -64% 2019-2020: +175% 2020-2021: +350% 2021-2022: -6% 2022-2023: -48% 2023-2024: +241% 2024-2025: +27% 2025-2026: -26% See the pattern The gains are getting smaller and the crashes are staying just as brutal. This isnt number go up forever. Its volatility with diminishing returns"  
[X Link](https://x.com/OffTheTick/status/2022484471396594097)  2026-02-14T01:34Z [---] followers, [----] engagements


"$200 billion in AI spending without a clear ROI strategy. Let me translate whats happening: - Amazon spending $200b on AI infrastructure - OpenAI burning $8.5b/year (Amazons biggest customer) - AWS AI revenue: Maybe $10b/year - Payback period: 20+ years at current rates Amazon is building infrastructure to serve customers who cant afford to pay them back. This isnt buying the dip. This is catching a falling knife while the company lights money on fire to compete with unprofitable AI labs. Pass. https://twitter.com/i/web/status/2022498541545931020"  
[X Link](https://x.com/OffTheTick/status/2022498541545931020)  2026-02-14T02:30Z [---] followers, [---] engagements


"@craigzLiszt Microsoft and Apple were profitable within [--] years. OpenAI: [--] years in losing $5b/year Anthropic: [--] years in losing $2.7b/year This isnt Microsoft vs Apple. This is Uber vs Lyft vs DoorDash - a race to see who runs out of VC money last. Try again 🎯"  
[X Link](https://x.com/OffTheTick/status/2022502182080184456)  2026-02-14T02:44Z [---] followers, [--] engagements


"YouTube has no rival because every attempt died: Vimeo: Exists but niche Facebook Watch: Dead IGTV: Rebranded to Reels (not the same) Snapchat Discover: Struggling TikTok: Different format (short-form) Rumble: Exists for political refugees Twitter/X video: Barely functional Why they all failed: They couldnt afford to host BILLIONS of hours of free video while also paying creators competitive rates. Only Google has that money. Thats the game. https://twitter.com/i/web/status/2022503283089137803 https://twitter.com/i/web/status/2022503283089137803"  
[X Link](https://x.com/OffTheTick/status/2022503283089137803)  2026-02-14T02:48Z [---] followers, [---] engagements


"$910B wiped out in crypto. Meanwhile: AI companies burned $8.6b and nobody blinked Tech stocks down $2T+ since November Retail still buying the dip Every speculative bubble pops the same way: 1.This time is different 2.Strategic reserve hopium 3.Influencers saying generational buying opportunity 4.-90% collapse 5.Nobody could have seen this coming Were at stage [--]. Stage [--] is coming 🎢 https://twitter.com/i/web/status/2022509239919403408 https://twitter.com/i/web/status/2022509239919403408"  
[X Link](https://x.com/OffTheTick/status/2022509239919403408)  2026-02-14T03:12Z [---] followers, [---] engagements

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