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ExitVector
1.9K posts

ExitVector
@ExitVector
I find undervalued stocks before the crowd. No hype. Just data, cycles and probability. Sharing setups in real time. Building a data-driven investing system.
انضم Şubat 2026
366 يتبع554 المتابعون

#Bitcoin / $BTC
I'm still crazy enough to think there's a decent chance the market sees one more leg down prior to seeing a true bottom for the cycle.
~900 days post halving is in line with what we've seen the last several bear markets.
Like I said yesterday though, that doesn't mean now isn't a good time to stack more BTC.
If you would've bought anywhere in the months surrounding the lows any of the last bear markets, you'd thank yourself in the next 12-36 months.

Kalshi Crypto@Kalshi_Crypto
BREAKING: Our traders forecast Bitcoin will crash to $50,000 this year
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@Jorg_Preis @ConvexEdgeX @camelfinance I was going to say the same. The DCL just got printed, we still have a whole daily cycle ahead
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1/BTCUSD is entering its DCL timing window.
Time to add to $BTC shorts is near.

ConvexEdge@ConvexEdgeX
Update: $BTC hedge longs. If a DCL confirms in the coming days, I expect a bounce lower than 80K.
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@DudeWhoInvests Absolutely. 60k for the yearly expenses and 1.14 million invested
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@time24trader Coinbase could be another BTC proxy investment. And this one actually has very good fundamentals
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Today I bought a small speculative position in $MSTR.
Fundamentals are terrible . It goes against everything I’ve learned. But I’m not buying the business.
I’m buying it as a leveraged Bitcoin bet (BTC on steroids with Saylor driving). During $BTC bull runs, MSTR tends to outperform.
I mostly hold actual Bitcoin — this is just a high-risk satellite play.
Risky… but I’m in.
Who else in $MSTR? 👇

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What an absolute DEGEN 😂 1M GONE
Polymarket Sports@PolymarketSport
🚨BREAKING: Someone just put $1M on Spain to WIN their match vs Cape Verde today This pays out is $1,085,943.48 on Polymarket
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@JM_speakss Do you also feel that since you discovered Bitcoin youre more burned out? Before Bitcoin I had no other choice than stay at my job, there was no plan B. I was fine.
Now i have this Plan B , but it just hasnt materialized yet, and its very frustrating. Anyone else feels this? 😂
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Man, I have full blown 9 to 5 fatigue.
Currently having an existential crisis.
I’m basically capped unless I learn French.
To move up and earn more money, I’d have to spend hundreds of hours studying, pass language testing, take on more responsibility, manage more people, deal with all their personal problems and travel less than I currently do…
…and after taxes, I’d make roughly $100 more per month.
One hundred bucks.
That’s the reward.
Meanwhile, I still have about 20 years left before I can retire.
Some days I look at my Bitcoin stack and think…
“Buddy, you’re gonna have to do some heavy lifting.”
I need Bitcoin to pump to a milly like yesterday.
Curious…
When Bitcoin hits 500k, are you retiring?
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@stackhodler I wasted my early 20s partying, travelling and spending all my money. But i do not regret it at all. Had the time of my life!
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If you are early 20s with $10K to invest, don't try to gamble your way to millions
Spend that $10K on a 3 month Eurosummer trip instead.
Stay in hostels. Friend-maxx. Adventure maxx.
Romance strangers from strange lands.
Bank priceless stories, gain confidence.
Spend 20% of your time alone, building a beautiful vision for your future in which you decide exactly what you want.
Set ambitious goals. Map the path to achieve them.
Read great books.
And return to your homeland as a conqueror with life experience, new skills, and a mission.
This will be the greatest $10K you ever invest.

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@ColinTCrypto Im pretty much a permabull, but this scenario you laid out its the most likely scenario to be honest
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Notice how quiet the permabulls are lately? I have.
I'm observing it as a sentiment indicator. Nothing more.
Now, what I think will happen is this:
$BTC will rebound, but less-so than the last time. It may make it into the low $70k's (my guess is $70k-$73k) before getting rejected back down to $60k and below (most likely scenario, imo).
The 200-day moving average could provide some resistance for a second time, but once we get up into that region it's time to watch for a reversal (imo, of course).
But if the price gets above $70k, you'll start noticing some confidence returning to the currently-quiet permabulls. That's when you know the market is about to pivot downward again.
We are getting closer to the end of the bear market and I will be glad when it's over, but it ain't over yet. A few more months to go, most likely. Bottoming is a process that takes some time.
I've drawn the approximate paths I consider most likely. It's a rough sketch-- not laser precise.

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True, but Uber doesn’t need to win autonomy. They need to win distribution. Today they’re partnering with almost every robotaxi maker except Tesla. If the future has multiple robotaxi networks, Uber could be the aggregator that sits on top of them all. But Tesla could indeed be a challenging competitor
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@ExitVector I don’t think that’s as big of a moat as it appears though. Consumers will switch immediately and permanently if the cost is 80% cheaper.
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🚀 $UBER is quietly becoming a monster.
My PSC model has it at 90.8 and it just flashed a stack of bullish alerts:
FCF Inflection — FCF up to $9.76B from $7.79B
Margin Expansion — revenue growth 18.3%, margin change +4.3%
EPS ramp — forward EPS CAGR 24.0%
Owner Earnings Mispricing — owner earnings yield 6.7%
PEG Undervalued — forward P/E 15.58, PEG 0.65
The big takeaway:
UBER is generating real cash now, but the market may still be pricing it like it is not fully mature/profitable yet.
Cash flow improving.
Margins expanding.
Earnings accelerating.
Bullish on $UBER. 🚀

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@thomasthedeal Not a real Uber car 😂 Just a robotaxi concept image. Uber doesn’t build cars themselves.
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@VikingInvestor9 Wow just 1 week. Youre doing great! Took me more than 2 months to get to where you are now 😅
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@JamesAnderson88 Yes thats definitely the bear case here. I added it below my post.
My view: robotaxis could remove the driver, but Uber still owns the demand, app, payments, and marketplace.
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@ExitVector The biggest risk to $UBER seems to be $TSLA robotaxis and $GOOGL Waymo.
Is Uber creating scalable self-driving cars that can release fast enough to keep their edge?
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