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[@DelB0yTr0tter](/creator/twitter/DelB0yTr0tter)
"Nobody $SILJ JAN XX 2027 $XX CALLS"  
[X Link](https://x.com/DelB0yTr0tter/status/1979954452967903587) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T16:55Z 2494 followers, 1164 engagements


"The OTC tape told the story. In the first hour of U.S. trading 2.45m MTPLF shares were dumped to fresh lows and then covered. DN3 showed the same pattern thinner volume same playbook: stress the weakest venue harvest the air-pocket cover. This is liquidity arbitrage not price discovery. On the day the factor mix was pro-beta: post-flush BTC rebounded with IV still bid; MSTR closed +2.8%; spot ETF flow-through remained constructive. Under a simple elasticity chain: Expected(MLP) = XXX% (160/90) (2.7/1.6) +8.4%. Actual = XXX% on the OTC line. Delta = XXXX pts (1.03). Thats not noise; thats"  
[X Link](https://x.com/DelB0yTr0tter/status/1977898903455535564) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T00:47Z 2494 followers, 2884 engagements


"Live oder flow snapshot view of DN3 from IBKR Retail is officially dead while institutional flows is ticking higher as we speak price is above VWAP by not a lot but still higher nonetheless. Means very little long term but worth monitoring. Understanding who is on the other side of the trade is very important. For every seller there is a buyer. Who is buying from retail The trend is undeniable"  
[X Link](https://x.com/DelB0yTr0tter/status/1978154863625396571) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T17:44Z 2494 followers, 1387 engagements


"Essential viewing for anyone who has any interest in $SILJ or gold and silver more broadly"  
[X Link](https://x.com/DelB0yTr0tter/status/1979342911696441418) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-18T00:24Z 2494 followers, XXX engagements


"I build the position with the objective of capturing delta expansion then trade the volatility around it to optimise total return. Position management is dynamic reviewed monthly and quarterly with decisions to hold trim or exercise driven by spot price behaviour implied vol trends and the quality of reported earnings. The focus is on compounding convexity not merely riding directional beta"  
[X Link](https://x.com/DelB0yTr0tter/status/1979956220107907339) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T17:02Z 2494 followers, XXX engagements


"Metaplanets recent conduct borders on outright misrepresentation. By selectively granting preferential terms to incoming institutional capital rather than offering parity of access to its long standing retail shareholder base management has not only alienated its most loyal investors but also signalled that expedient liquidity outweighed equitable capital formation. It is highly probable that retail shareholders given the same entry price would have significantly expanded their positions leaving the company with a stronger equity cushion and without the reputational damage now inflicted. The"  
[X Link](https://x.com/DelB0yTr0tter/status/1971135628088836328) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-09-25T08:52Z 2484 followers, 95.4K engagements


"Yes. Speak up. EVERYBODY with any resemblance of decency must do the right thing make their voice heard by demanding accountability directly from the management. This is a publicly listed and regulated company with management who have a duty of care to do right by their shareholders. This is not a joke. It is a legally binding obligation. Combination of pervasive short selling and overly aggressive dilution is destroying the company and they (management) must take action to put an end to the malaise that is being caused. Everybody must hold them (management) to account. I cannot do this on my"  
[X Link](https://x.com/DelB0yTr0tter/status/1975931901069467817) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-08T14:30Z 2446 followers, 1708 engagements


"This actually happened on tv no words"  
[X Link](https://x.com/DelB0yTr0tter/status/1978894286109446607) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T18:42Z 2447 followers, XXX engagements


"At XXX it will officially be XXX% back to April 2025 lows"  
[X Link](https://x.com/DelB0yTr0tter/status/1978986014350680423) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T00:46Z 2447 followers, 1931 engagements


"What does WTI at $XX signal XX% YTD and heading lower There are major deflationary forces at play. FED is behind. Massively. Shock The FED easing cycle has higher odds of getting more aggressive now than any other time since they began raising back in XX. When the denominator is getting smashed to pieces hard money takes centre stage not because fundamentals changed but because the unit of account lost more credibility. Nobody wants paper money anymore Its a money problem. What is money () This trend hasnt begun yet. Silver breakout was at $XX not $XX (thats a psychological number). Price is"  
[X Link](https://x.com/DelB0yTr0tter/status/1979011190530674728) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T02:26Z 2447 followers, 1026 engagements


"Golds monthly RSI has surged above XX the most overbought reading in more than half a century. That tells us one thing: the monetary system is undergoing a structural repricing not a transient rally. Gold has already entered the acceleration phase of its re-monetisation cycle. But what matters most now is that this momentum is the single most bullish signal for silver and silver miners since the 1970s. Historically every time golds monthly RSI exceeded XX for a sustained period silver entered a parabolic catch-up phase within three to six months. The reason is mathematical as much as"  
[X Link](https://x.com/DelB0yTr0tter/status/1979028129806160346) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T03:34Z 2446 followers, 1107 engagements


"Say what you will about Jamie Dimon but the man has a gift for sharp unscripted one liners. When you see one cockroach there are probably more everyone should be forewarned on this one. Context: bankruptcy of First Brands a $XX billion shadow bank where over $X billion apparently just vanished into thin air from their balance sheet lol"  
[X Link](https://x.com/DelB0yTr0tter/status/1979064547404321107) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T05:58Z 2447 followers, XXX engagements


"RRP to the Feds RRP (no pun intended) and a very warm welcome to the acronym were all about to get familiar with: the SRF (or Standing Repo Facility). Yesterday morning it quietly injected $XXX billion in liquidity only to be reversed back to zero by the afternoon. Whether it was a dry run or a counterparty rescued from elsewhere the signal is unmistakable. The plumbing just twitched. This marks the highest utilisation of the SRF since the p(lan)demic a subtle reminder that behind the facade of calm the system still needs transfusions. Its a matter of visibility SOFR rate is the metric to"  
[X Link](https://x.com/DelB0yTr0tter/status/1979070304157864080) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T06:21Z 2446 followers, XXX engagements


"@teslabulltr No more spoons left. Ive run out Turkish Apologies"  
[X Link](https://x.com/DelB0yTr0tter/status/1979101865494352171) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T08:27Z 2446 followers, XXX engagements


"This spike is VIX looks ominous and Bitcoin puking as well. SVB vibes"  
[X Link](https://x.com/DelB0yTr0tter/status/1979137565153259575) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T10:49Z 2485 followers, XXX engagements


"@Malikas_Friend SILJ BTC Trend is your friend and its up Look at the SILJ 1M chart Picture speaks a thousand words Silver gold BTC is the order of the day so far for 2025. Can things change Yes. Odds Declining as each day goes by Hope this helps"  
[X Link](https://x.com/DelB0yTr0tter/status/1979246596471820470) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T18:02Z 2476 followers, XX engagements


"@jphilt1 Insulting Terrible comps $F $GM and $HYMTF are not comps for $RACE Do better"  
[X Link](https://x.com/DelB0yTr0tter/status/1979317109093208089) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T22:42Z 2486 followers, XX engagements


"Did you read my posts earlier BTC treasuries dont have competition. They dont have customers (mostly). They have buyers. Their buyers are their shareholders. They compete with themselves. To group them together is misplaced. Go back and read my posts then spend some time REALLY thinking about this independently. I know its hard but it will be an enlightening experience if you can make it passed 5-10 mins. Very worthwhile. Youll graduate into the XXXX% in this space and will become a different man forever if you harness the power of independent thinking"  
[X Link](https://x.com/DelB0yTr0tter/status/1979323830305984935) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T23:09Z 2487 followers, XX engagements


"Why Metaplanet diluting at 1.29x NAV (with BTC at $120k MSW with EVO: 638) is mathematically destructive and why management must justify any move at this level. 1/ Current context: MSW exercise price with EVO is just 638; market NAV (mNAV) at 1.29x. Issuing XX% new shares (114M) at this stage means less capital per share forcing destructive dilution. 2/ Numbers dont lie: Shares outstanding: 1.14B New shares issued: 114M Capital raised: 72.7B ($147M eq) BTC acquired: 1225.5 ($120k/BTC) Total shares post-raise: 1.254B BTC per share (post-raise): XXXXXXXXXX 3/ If Metaplanet paused until mNAV ="  
[X Link](https://x.com/DelB0yTr0tter/status/1973927691637383652) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-03T01:46Z 2487 followers, 5969 engagements


"Thats a great question. Many of these Mickey Mouse BTC treasury companies with minuscule balance sheets will inevitably be flushed out. This is a winner takes all model where scale discipline and balance sheet integrity determine survival. Saylor Simon and perhaps (though unlikely) maybeeee one more player may achieve genuine organic scalability. To be clear this (what Im saying) excludes the newly emerged artificially inflated public vehicles backed by transient pools of speculative capital. Leverage is a wonderful servant but a ruthless master; it works until it doesnt. Bitcoins inherent"  
[X Link](https://x.com/DelB0yTr0tter/status/1976613267788202481) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T11:38Z 2487 followers, 3691 engagements


"For the remainder of 2025 and for as long as mNAV remains under X and share price hasnt fully recovered the last thing Metaplanet should be even thinking about is buying more bitcoin via equity dilution. You have got to be a complete and utter moron to still be thinking about balance sheet expansion when share price is approaching XX% drawdown. Twenty percent away from ZERO"  
[X Link](https://x.com/DelB0yTr0tter/status/1978030012243546402) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T09:27Z 2490 followers, 1273 engagements


"Retail is so asleep at the wheel that even right now TODAY they are not able to distinguish what went wrong and what proportion of the precipitous decline in Metaplanets value can quantifiably be attributed to 1) misjudgments in operational and governance structure and 2) the failure to course correct at the earliest signs of collateral damage versus the sector wide collapse in sentiment as result of greed incompetence and over-saturation Stunning to witness"  
[X Link](https://x.com/DelB0yTr0tter/status/1978040717046935774) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T10:10Z 2488 followers, 1079 engagements


"If Metaplanets NAV premium continues to erode toward XXX the only rational move is to reverse the dynamic entirely. Liquidate 10000 BTC at $100k (realising roughly $X billion) and redeploy it into an immediate large scale share repurchase via Dutch tender and accelerated buyback with full cancellation of the retired shares. The compression in free float would obliterate borrow availability ignite forced buy-ins and trigger a reflexive short squeeze that re-anchors the premium well above XXX. It would signal capital-structure mastery restore confidence and reposition Metaplanet from passive"  
[X Link](https://x.com/DelB0yTr0tter/status/1978047738878333169) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T10:38Z 2490 followers, 20K engagements


"The self-interested actors who controlled the retail narrative for Metaplanet from April to June were amateurs. Complete amateurs. Instead of encouraging and nurturing discourse on the most wide reaching platform on the planet they forced retail into silos on Discord groups and noise filters that ended up muting sentiment altogether. The resulting effect is a bunch of grown adults regularly congregating in their little chat rooms like twelve year old children crying to one another about what a disaster their first foray into investing has been Enough is enough. Get out and speak. HERE on this"  
[X Link](https://x.com/DelB0yTr0tter/status/1978466922522931474) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-15T14:24Z 2488 followers, 2963 engagements


"I am going to share my position today. What I will not do is get into execution and mechanics but I will provide a summary of the thesis with data and evidence based reasoning behind it. Its always about the data. Since Metaplanet back in Q1 2025 this is the cleanest and most convex bet I have seen across the entire market and so I naturally size up accordingly (for me). Kelly criterion is key. Always. I am not for a second going to entertain any sort of pissing contest and throw up screenshots of my entry an exit and how green my P&L looks etc. If others do that then great. I will not. The"  
[X Link](https://x.com/DelB0yTr0tter/status/1978647989913550891) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T02:23Z 2490 followers, 5672 engagements


"These are all very good questions and precisely the type of discourse that is needed for Metaplanet to have any realistic chance of reviving retail sentiment; especially during a time when management is completely tone-deaf and detached from its shareholders. Things will get better when retail goes back on the bid"  
[X Link](https://x.com/DelB0yTr0tter/status/1978679128271241491) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T04:27Z 2488 followers, 1770 engagements


"Metaplanet is on the verge of retracing the entire April to June advance; a move that had delivered roughly a XXX% gain. Remarkable"  
[X Link](https://x.com/DelB0yTr0tter/status/1978757687107072082) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T09:39Z 2488 followers, 3537 engagements


"People are down XX% on their life savings and Simons response is good morning planet"  
[X Link](https://x.com/DelB0yTr0tter/status/1979009056330166519) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T02:18Z 2487 followers, 7971 engagements


"What we are witnessing is a pronounced and deliberate flight to quality not a speculative rush but a systemic repricing of what constitutes true collateral. Gold has already reclaimed its role as the ultimate deflation hedge (the only asset that holds real value when credit confidence and velocity collapse) but the far greater opportunity now lies in silver. Silver is the monetary systems forgotten twin: scarcer in above ground stock more indispensable to modern industry and historically far more explosive when capital realigns toward real collateral. In the early 1930s when the United States"  
[X Link](https://x.com/DelB0yTr0tter/status/1979060777530298482) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T05:43Z 2490 followers, XXX engagements


"@applelinux What hasnt moved recently (apart from Metaplanet)"  
[X Link](https://x.com/DelB0yTr0tter/status/1979061142581346430) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T05:45Z 2488 followers, XXX engagements


"@LurkerFinance Spot or calls"  
[X Link](https://x.com/DelB0yTr0tter/status/1979245120139727093) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T17:56Z 2489 followers, XX engagements


"Gold now makes up XX% of global central bank reserves up from XX% in June; driven by price gains and rapid diversification away from the USD. Dollar share of global reserves has fallen from XX% in the early 2000s to XX% today. At $5790/oz gold and dollar reserves would stand at parity"  
[X Link](https://x.com/DelB0yTr0tter/status/1979338302949077233) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-18T00:06Z 2488 followers, XXX engagements


"736 users in queue ahead of you to access The Royal Mint website queues everywhere"  
[X Link](https://x.com/DelB0yTr0tter/status/1979841674663928064) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T09:26Z 2490 followers, XXX engagements


"Metaplanet has extended the suspension of the moving strike warrants that were previously paused between X and XX September. As of XX September there were XXXXX million shares from the 20th series and XXX million each from the 21st and 22nd series still unexercised totalling about XXXXXX million shares. Average daily trading volume over the last XX days has been roughly XXXXX million shares or XXXX billion in total. The withheld pool therefore equals around XX percent of total turnover or just under seven trading days of average liquidity that will not now be entering the market. In August"  
[X Link](https://x.com/DelB0yTr0tter/status/1976566884565762544) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T08:34Z 2494 followers, 54.7K engagements


"I respectfully disagree. Information diarrhoea is not a strategy its an invitation to predatory behaviour. One of the most poignant and essential lessons from the last three months should be the recognition that management must constantly navigate a delicate equilibrium between transparency and tactical opacity. The optimal state lies in providing the market with just enough forward guidance and informational depth to enable rational price discovery and fair value calibration while retaining sufficient ambiguity to preserve strategic advantage and keep counterparties perpetually uncertain."  
[X Link](https://x.com/DelB0yTr0tter/status/1976607453660721508) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T11:15Z 2494 followers, 1673 engagements


"Less they reveal the better. Leverage the uncertainty. Its one of the few remaining asymmetric advantages management has in a market that thrives on over-disclosure and reflexive speculation. Strategic opacity when used judiciously keeps counterparties uncertain and forces the market to price optionality rather than certainty. In a game dominated by high-frequency capital and algorithmic positioning that uncertainty is the moat. As for the comparison to MSTR Ive lost count of how many times Ive explained (with data to support it) that the analogy is fundamentally misplaced. MicroStrategy is"  
[X Link](https://x.com/DelB0yTr0tter/status/1976622770642726944) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-10T12:16Z 2494 followers, 2592 engagements


"Out of IREN. Completely. XXX% return in X months is enough. Bulls make money bears make money pigs get slaughtered. Discipline always trumps greed. When stronger non-correlated opportunities appear rotation is the intelligent move not attachment. Position ahead of the herd and sell into strength while liquidity remains abundant. The cleanest exits happen when liquidity is still building and euphoria has yet to peak. Chasing the final tick is a mugs game. Preserving capital and moving it toward new pockets of opportunity is how outperformance is built. Its easy to say hard to do. The only real"  
[X Link](https://x.com/DelB0yTr0tter/status/1978177523998441866) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-14T19:14Z 2494 followers, 119.1K engagements


"Live orderflow data from IBKR showing flows into: $SILJ JAN XX 2027 $XX CALLS First image representing ONE MONTH of flows where purple line = flows from institutionally registered accounts blue line = flows retail registered accounts $SILJ JAN XX 2027 $XX CALLS Second image representing the PAST TWO days of flows where purple line = flows from institutionally registered accounts blue line = flows retail registered accounts For added context volume on $SILJ JAN XX 2027 $XX CALLS fifteen minutes after the open today stood at XXX contracts and at the time of writing its increased to XXX (just on"  
[X Link](https://x.com/DelB0yTr0tter/status/1978859897623294015) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T16:25Z 2494 followers, 2264 engagements


"Simon sold a story to retail. One that resonated deeply and drew genuine conviction. Retail embraced him with open arms and he in turn squandered that trust by rewriting the very narrative he built. He actively lobbied the same retail base myself included to support his new vision and in doing so we collectively abandoned the original premise and threw out the baby with the bathwater. The story has changed; deliberately and unmistakably. Unless management steps forward and methodically threads the needle rebuilding coherence and accountability no investor with a credible grasp of fundamental"  
[X Link](https://x.com/DelB0yTr0tter/status/1979086670181052856) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T07:26Z 2494 followers, 2873 engagements


"$SILJ JAN 2027 $XX CALLS UPDATE Added meaningfully on conviction guided by the data driven analysis below. Increased exposure at levels as much as XX% below yesterdays close. The rationale is entirely evidence-based grounded in structural positioning data that remains intact regardless of todays volatility. This analysis reflects data as of yesterdays close and the key point is that earnings season for the entire complex begins Monday; making this the final clean window to adjust positioning before the data cascade hits. ----------------------------------------------------- $SILJ options"  
[X Link](https://x.com/DelB0yTr0tter/status/1979197951684579380) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T14:48Z 2494 followers, 4036 engagements


"Gold to silver ratio (GSR) from 1971 to 2025: 1971: XX 1980: XX (Hunt Brothers peak) 1991: XXX 2011: XX 2020: XXX (pandemic panic high) 2025: XX Long-term average: XX GSR today: XX That represents a XXXX% divergence from the long-term mean. Now consider $SILJ the Amplify Junior Silver Miners ETF. Historically $SILJ has shown a beta of XXX to XXX to spot silver and around X to X times sensitivity relative to gold. A XX% move in silver can translate into XX to XX% in $SILJ and during sustained bull phases the convexity compounds as earnings and leverage expand across smaller-cap miners. At a"  
[X Link](https://x.com/DelB0yTr0tter/status/1979433840042217773) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-18T06:26Z 2494 followers, XXX engagements


"Get your popcorns ready to watch the Silver market explode from next week"  
[X Link](https://x.com/DelB0yTr0tter/status/1979903096848601293) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T13:30Z 2494 followers, XXX engagements


"I believe this is an inflection point for $SILJ driven by profound long-term implications for Silver; a rare and unique re-rating event. Yes significantly higher valuations for Silver which will drastically amplify the valuations of $SILJ constituents. See attached post. I have written about $SILJ and Silver extensively in my feed since I started publicly sharing my thesis during the last couple of weeks and encourage anyone with interest in getting exposure to silver to read and understand how uniquely $SILJ is positioned to benefit from the current supply demand dynamics that are at play"  
[X Link](https://x.com/DelB0yTr0tter/status/1980073525722689569) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T00:48Z 2494 followers, XXX engagements


"No views. All speculation. Unless there is a material announcement and a renewed hope for responsible governance and increased transparency from the management there wont be any catalyst for a sustained rally. Only BTC price. Metaplanet is severely oversold so there really isnt anything there to discuss wrt price action other than some short positions covering perhaps. Even the 9DMA is another circa XXX away from where price is right now. That said I would take a green day over red any time"  
[X Link](https://x.com/DelB0yTr0tter/status/1980188133573693525) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T08:23Z 2494 followers, 1477 engagements


"@applelinux @Nodollarshit TYFYKWs. Shorter dated options will have high theta decay. Work best when conviction is high"  
[X Link](https://x.com/DelB0yTr0tter/status/1980314627973206279) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T16:46Z 2494 followers, XX engagements


"$1.64B of fresh capital is in play for Metaplanet. The international equity raise of 130.3B ($876M) adds 555M new shares (43% on top of the existing 740M) and is scheduled for pricing Sept XXX with settlement Sept 1618. The earliest a BTC deployment could be announced is Monday Sept XX. At current prices $876M would purchase 7887 BTC. This additional BTC lifts NAV and provides a higher base for the XX% cap enabling a larger capacity for preferred issuance of up to 113.5B ($763M). This tranche could follow in late September but likely in October. Whether the full XX% is absorbed immediately"  
[X Link](https://x.com/DelB0yTr0tter/status/1963147687810990201) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-09-03T07:50Z 2492 followers, 4171 engagements


"Markets reward discipline in $ terms not slogans about future $1M BTC or Japanese Fixed Income TAM. You have to survive today first. The share price collapse down XX% is the number one priority to control. And control means doing what was not done before: course correction when the signals were clear. Ignoring the problem did not make it disappear. The market now knows exactly what works and what does not. Window dressing days are over. It is time for real execution measurable results tangible returns and guidance that is delivered not another glossy deck drafted on Gemini for $XX a month."  
[X Link](https://x.com/DelB0yTr0tter/status/1978517348870193319) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-15T17:44Z 2492 followers, 4113 engagements


"Over XX% of Bitcoin transactions still flow through CENTRALISED exchanges while less than XX% are truly peer-to-peer (today). For an asset built on decentralisation thats a striking paradox. The rails are revolutionary but the behaviour remains legacy and tightly controlled"  
[X Link](https://x.com/DelB0yTr0tter/status/1979859556043030920) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T10:37Z 2492 followers, 1297 engagements


"@Nodollarshit @grok Did you give up on Grok"  
[X Link](https://x.com/DelB0yTr0tter/status/1980107509856915747) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T03:03Z 2493 followers, XX engagements


"In the first hour of U.S. trading XXXX million shares of MTPLF were dumped crushed to fresh lows and then opportunistically covered a textbook short raid executed with surgical precision. The same playbook is now being applied to DN3 this time with thinner volume but no less destructive impact. The pattern is unmistakable: targeted pressure during illiquid cross market hours exploiting managements inertia and the absence of a coherent defence strategy for almost three straight months And in the midst of this there is still talk of exercising another XXXXXX million potential shares at a 637"  
[X Link](https://x.com/DelB0yTr0tter/status/1977769217328910490) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-13T16:11Z 2494 followers, 17.2K engagements


"This in my view is the single most asymmetric trade in global markets today on a risk-adjusted basis. The convexity is extraordinary yet the multi-strategy PMs at Citadel Millennium Balyasny and Jane Street cant go near it (go figure out why) and retail meanwhile is hypnotised by the AI HPC BTC treasury complex and shitcoins. chasing pipe dreams. The real opportunity the one hiding in plain sight is right here. BACKGROUND INFORMATION Silver has entered a historic structural break not a rally. Spot $53/oz. Backwardation vs Dec $X. London lease rates near XXX% annualised; the tightest since"  
[X Link](https://x.com/DelB0yTr0tter/status/1978832868982821222) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T14:38Z 2494 followers, 9742 engagements


"@LurkerFinance @LynAldenContact Were not at $4000 Their cost basis on average is $1600 Thats for gold. Silver margins are higher I leave it with you to do the maths"  
[X Link](https://x.com/DelB0yTr0tter/status/1978866831633928405) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T16:53Z 2493 followers, XXX engagements


"Here is the timestamp for the part 1/2 that I mentioned in my earlier post below (executed via GLD). Some people mistakenly misinterpreted. Part 1/2 $GLD Part 2/2 $SILJ"  
[X Link](https://x.com/DelB0yTr0tter/status/1978870228034687278) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-16T17:06Z 2493 followers, 1216 engagements


"$SILJ rose to $XXXXX in after hours Strong bounce back to trend line (white) Gap up on Monday towards the red line currently at $XXXXX to confirm reversal Higher highs and higher lows. This is zoomed in on shorter timeframe to analyse PA to assess relative strength given the volatility across markets today. The larger high-timeframe trend remains intact with A LOT of room to run. We will see"  
[X Link](https://x.com/DelB0yTr0tter/status/1979321628212498532) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-17T23:00Z 2493 followers, XXX engagements


"IREN is an Excellent pick. $SILJ exhibits today the same trajectory and situational awareness you referenced for IREN say around Q2 of 2025; only magnified by several orders of magnitude in both scale and global relevance in SILJs case. In Q2 2025 the true extent of the move had yet to reveal itself for IREN. That is the sort of inflection point that I foresee for $SILJ today. But BIGGER The constituents of $SILJ are silver miners and silver is not a side note to AI. It is the metallurgical backbone of the stack: the highest conductivity metal among all metals for contacts and interconnects"  
[X Link](https://x.com/DelB0yTr0tter/status/1979398791150342604) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-18T04:07Z 2493 followers, XXX engagements


"Gold could easily go to $5000 even $10000 in environments like this This is one of the few times in my life its semi-rational to own some. - Jamie Dimon - CEO JP Morgan Chase"  
[X Link](https://x.com/DelB0yTr0tter/status/1979655260273864971) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-18T21:06Z 2493 followers, XXX engagements


"Silvers all-time high was set on XX January 1980 when it briefly reached $XX per ounce during the Hunt Brothers squeeze. Adjusted for inflation that would equate to roughly $XXX to $XXX per ounce today meaning that even at $XX silver remains only about a quarter of its real 1980 peak. If silver were to reprice toward that inflation-adjusted equivalent the convexity embedded in $SILJ (Amplify Junior Silver Miners ETF) becomes extraordinary. With $SILJ closing at $XXXXX on Friday a proportional move in silver from $XX to $XXX represents a XXX% rise in the underlying metal. Historically junior"  
[X Link](https://x.com/DelB0yTr0tter/status/1979933564243472497) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T15:32Z 2494 followers, 9590 engagements


"Silvers 1980 high inflation-adjusted Jan 1980: $50/oz CPI then: XXXX (1982-84 = 100) CPI now XXX Inflation multiplier = XXX XXXX = XXXX $XX XXXX = $204.5/oz At $XX today silver = XX% of its real 1980 peak barely of its inflation adjusted high. CONTEXT: XXX isnt XXX% inflation. Its the index level representing roughly a XXX% increase in price level since 1980. That means $X in 1980 buys what $XXXX does today. So a $XX silver price in Jan 1980 XXXX = $XXXXXX today (inflation-adjusted)"  
[X Link](https://x.com/DelB0yTr0tter/status/1979962378780573919) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T17:26Z 2494 followers, XXX engagements


"@Malikas_Friend Remember GME Price always tells the story"  
[X Link](https://x.com/DelB0yTr0tter/status/1979966583520055556) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-19T17:43Z 2492 followers, XX engagements


"Loro Piana loafers in every soft tone are an absolute must for those non Oxford days when the suit-of-armour comes off"  
[X Link](https://x.com/DelB0yTr0tter/status/1980135912286892250) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T04:56Z 2494 followers, XXX engagements


"Morgan Stanley is now recommending a XX% allocation to gold as an inflation hedge. Someone get Grok to pull the numbers on the scale of Morgan Stanleys wealth management arm for those who havent quite grasped the magnitude of that machine. Youre talking about an army of advisors who will now see this as the perfect pretext to tap clients and push for portfolio rebalancing. Make no mistake: this isnt about conviction its about flow. That entire sales force will be pounding the table on this trade to heroic levels; not out of macro foresight but in pursuit of AUM growth and fee extraction."  
[X Link](https://x.com/DelB0yTr0tter/status/1980170384252305652) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T07:13Z 2494 followers, XXX engagements


"Its about drugs and nuclear weapons Global oil reserves (billion barrels) Venezuela: XXXXX Saudi Arabia: XXXXX Iran: XXXXX Canada: XXXXX Iraq: XXX Kuwait: XXXXX UAE: XXXX Russia: XX Libya: XXXX US: XXXX Nigeria: XXXX Kazakhstan: XX China: XX Qatar: XXXX Brazil: 12.7"  
[X Link](https://x.com/DelB0yTr0tter/status/1980319556855017477) [@DelB0yTr0tter](/creator/x/DelB0yTr0tter) 2025-10-20T17:05Z 2494 followers, XXX engagements