In the past year about 200-300 BTC Treasury companies were created. Average BTC price in 2025 around 100k vs BTC 78k last. What TF are those TSY cos even doing? Number go up, but number doesn't actually go up so much, so fast anymore. See a bandwagon, you're too late?

No gurus only cycles.

Global Crossing JDSU Anyone? George Noble Maven Group LLC

"I'm not a smart man...." but I can read a chart now and then. Hey Cathie Wood you broke the 200d, lower highs for 5 mos and now a new 8 mo low. My guess, you still have another 20% downside, at least. Here's your $ARKK. Looks like Noah didn't prepare this one for the flood

Eric Balchunas asked an important question yesterday in our convo about bitcoin. He asked if historically someone like me may have called the top or talked too bearish about it before. Admittedly, I said yes. Sometimes right, sometimes wrong. But what’s changed is, in the past

Everyone needs to remember how they felt yesterday and Wednesday & compare it to how they feel right now, PnL-wise. Bear market rallies are the most violent of all. IWM +3% AMZN -7% Bmnr +16% MSTR +24% IREN +8% on missed estimates, derivative losses, hardware impairments. 🤷‍♂️

Anyone paying attention? Aug 2025, Trump says cryptos/alts into 401Ks. BTC 125k, now 70k. Late 24, early 25 BLK launches IBIT, BTC around 95k average. But it's about fiduciary duty and smart risk/reward, you're not the liquidity we're selling into. It's software code. That's it.

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Dougie Kass Eric Jackson is an outright fraud. A grifter poster boy of the era we are in. $OPEN is his big pump and dump but he’s also a $BTC guru. Got it

Things are getting hot and heavy down here on earth, the Epstein files, crypto implosion, etc. Wait! Everyone look up in the sky! Is it a bird, is it a plane, is it Superman? No, it’s aliens and UFOs. The crypto fraud is getting revealed full-time. Everyone realizes it’s just

Anthony Pompliano 🌪 The “moron” trade. Putting more on. Don’t get sore, buy more. Paul Tudor Jones Jordi Visser old boss: “only losers add to losers.” Anthony Pompliano 🌪 is exactly what you expect Snake oil salesmen sound like. “I have the best thing ever.” 1000mi wide, 1/4” deep. Sound bites galore,

Charles V Payne And citadel? Please CV Payne. These guys all sprouted from the same kernel. Recall “dark pools.” Like crime is committed when it’s light out or when it’s “dark” so no one can see? Payment for order flow…u want to pay 100; ok lemme run it from 99.25, you’ll get your 100 bid for

Things I thought about today on the treadmill: AMZN issues 50 year paper at about 150 over, let’s call it 6 1/2%. In the context of inflation, cost-of-living, and average SPX returns over the long-term, I’m scratching my head as to who this really benefits the most. Goldman is

Congressman Randy Fine Being afraid due to data and statistics that confirm higher risk (in this case risk of death from terrorism) is not a “phobia.” It’s survival instinct. Some people are afraid of spiders. Black Widow spiders and other types kill people. Are people not allowed to be concerned about

This is SPOT ON 100%. As a libertarian, I am forwarding this on. Some of us want to be left alone to do our thing, not bother others, bring value/purpose to us/our family & those we interact with. Others so unfulfilled, their version of "right" has to be inculcated everywhere. 🤷‍♂️

LST This is giving major “Masa Son’s Vision Fund 2020 pitch to the Suadis,” vibes.

Mag 7 Update Observations and facts NVDA/ distribution top. Mostly lower highs since last Fall. Daily is teetering, one more lower low, like below 171, and the bear antennae goes up further. META, huge distribution top. Lower highs since last summer on weekly AMZN double top

End of the week thoughts: Macro headline risk as heightened as ever. The known unknown leaves us uneasy. People going home long or short? Nearly every chart that exhibited distribution, has recently broken down. Then look at $MAGS and see an acceleration. That ETF represents the

Jake The emperor (not king) was wearing no clothes, you mean…

Quick takes: -Bear market rallies the most violent -This is NOT how bear markets end -Short cover/vol pukes just mean unwinding of risk, caught offside, closing of positions -BTC flat, gold/silver higher 👀 -100% need a retest before any confidence to “bear mkt over” sentiment