GDI @CitizenPleb now we’ll definitely see $85k again. View quoted note →

Again, this guy is good. View quoted note →

This guy is good. View quoted note →

Demand proof of reserves.

MicroStrategy Stock Rises. Why Its Bitcoin Purchases Have Little Effect on the Crypto’s Price. — Barron’s

MicroStrategy, the world’s largest corporate holder of Bitcoin, snaps up 6,556 units of the digital currency.

Tenor

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View quoted note →

What. The. Ever. Loving. Fuck. Is. This. Shit? View quoted note →

“Long your longs.” -David Bailey, January 18, 2025 Bitcoin price: $101,000

Fiat habits die hard. View quoted note →

When is the supply shock? 😬

At a dinner tonight, the US Treasury market came up. I characterized last week as a collapse that required Trump to fold his hand. An old wealthy real estate guy, balls deep in a real estate PE vehemently disagreed with me, saying that the treasury market was fine and that “he checks it 10 times a day” he would know … unrelenting, I pulled up the Apple stocks app 10-year US treasury chart and showed him that it collapsed between April 7-April 9 which coincided with Trump blinking on his tariff strategy … he quickly changed the subject to something totally unrelated with the other 3 guys in the group. After about 5 minutes, I asked if we could revisit the treasury market discussion. He aggressively embraced my upper arm a couple times, looked away and proclaimed that “he wasn’t going there again” and then walked off to “get another drink.” We’re winning and they know it.

The influencer class was 100% wrong about the bitcoin market since spring 2021 yet they persist.

Tax day makes me loath government even more. View quoted note →