$IREN just insane execution

$SBET $BMNR Who is the number 1 ETH treasury co?

My MAG7 for crypto equities BTC treasuries: $MSTR $MTPLF ETH treasuries: $BMNR $SBET Exchange: $COIN $HOOD Miner: $IREN

$IREN Holding from 7 to 18 is easy — but holding through 7 to 15, then down to 6, back to 15, down to 5, and finally to 18 is much harder. The former could be luck but the latter is definitely not.

🔥HOT OFF THE PRESS: Tom Lee’s FSInsight has decreased their BTC position to rotate it into ETH!!! ALSO They’ve added back $SBET AND as expected they can’t hold $BMNR cause of the conflict of interest from Tom BULLISH AF for all ETH 🤝 SBET 🤝 BMNR 💪 Cheers all! Have a great

$SBET $BMNR more is coming🤭

$SBET $BMNR how can this be euphoria when mnav is not even above 2?

I COMPLETELY misunderstood $MSTR like an idiot. But now I finally get Michael Saylor's genius. Here's what blew my mind. 🧵 below:

$PDD

$PDD people will slowly realize Pdd is the biggest winner in delivery war.

Lloyd James Ross Kit The alpha in bitcoin is the transition from a marginal asset to a mainstream asset. When it becomes a mainstream asset it is beta to fiat.

Coming soon... ETH DAT Comps. The most accurate DAT dashboard in crypto, starting with ETH. h/t kevin😴

$MSTR Do you want saylor to have the ability to atm during inclusion or not? I say this ATM change is BULLISH

$MSTR $STRK $STRF $STRD $STRC Take advantage of this dip boys

$PDD this feels right😆

Forrest Let’s be very clear. Josh got his fifteen minutes by calling $84K. Michael Saylor didn’t gamble on a price target — he engineered the most powerful corporate Bitcoin strategy in history. He’s an MIT-trained aeronautical engineer, a builder, a legend. Josh is an options trader

The Bitcoin Treasury Company phenomenon was built on a simple concept. Capture the spread between bitcoin CAGR and interest rates. How long will bitcoin CAGR exceed 5%? Or even 10%? X sentiment currently believes it ends in August 2025. I believe we have another 10 or 20 years.

$MSTR turning on saylor now is like Apple turning on Jobs before the iPhone

$PDD this earnings will mark the beginning of a new phase of profit expansion cycle led by Pdd grocery and temu