Jim Davenport
835 posts
Jim Davenport
@dividendsplease
Sound money advocate. Founder/Investment Advisor - Fortified Wealth Management, LLC. Comments are not investment advice.
Sarasota, FL انضم Nisan 2009
327 يتبع399 المتابعون
Ethereum $ETH is probably jumping 60-100% over the next 2-3 months.
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@MacleodFinance I'm pretty sure Treasury would buy most of that in the open market - maybe that's what they're waiting for...
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Careful, Bessent. The Chinese might dump the rest of their treasuries...
DD Geopolitics@DD_Geopolitics
They're sanctioning banks now.... the desperation is real. Scott Bessent: "Two Chinese banks received letters from the U.S. Treasury... If we can prove that there is Iranian money flowing through your accounts then we are willing to put on secondary sanctions."
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@ericjackson @alaskaboatguy @DanW2Capital I'll know you're serious when you use the $1 mm signing bonus to buy more of your own stock on the open market. Until then, it's hard to understand why you left your 'best in class' IP out of the deal...
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@alaskaboatguy @DanW2Capital I don't know if you're old enough for this reference, Mike, but - as they used to say on Johnny Carson - More to Come
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The S4 filing tonight took a lot of work from lots of people. I'm grateful and excited. It's just another step. Another day in the life. We have many more days to go. We're on a journey here. Another late night, another early morning. Rinse and repeat.
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@RebeccaTorrenc5 @DavidPan_1 @KatLeighDoherty @dinabass @grok what would this valuation imply about the current valuations of publicly traded bitcoin miners that are transitioning to Ai?
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Scoop: Jane Street is in talks to co-lead a $1 billion fundraise for Fluidstack.
The data center startup is targeting a $18 billion valuation in the raise. Situational Awareness in talks as the other co-lead.
w/ @DavidPan_1 @KatLeighDoherty @dinabass
bloomberg.com/news/articles/…
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@VersanAljarrah When those countries become powerful enough they will also start to ‘rig’ wherever they can. The cycle repeats
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JP Morgan rigs the metals market again with the help of central planners. Profit on the drop, accumulate cheap, then profit on the rise.
And people still think this is a free market.
Mark it, countries will begin pricing gold and silver outside the dollar.
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@alphatrends @AlexCheezer I always admire your desire not to be a masochist like the rest of us...
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@AlexCheezer accumulation is much different than prices going up (markup) I will wait for that before I get long, don't need the headache of trying to pick the low
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I remain unimpressed with #Bitcoin
It is a choppy consolidation in an overall downtrend
Comments open, tell me how its going to a million 🤣
block button ready!
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Jim Davenport أُعيد تغريده
My assessment. Mark to market is going to be a bitch in this cycle because none of these prices are real. None of them. It happens when the money is completely fake.
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@V_arrell You can only smell on the day of… no look back-sees…
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@TaviCosta Did they really blow out though if we don’t get a monthly/quarterly close >4.5% on the 10 yr? $TLT
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The reality is:
Iran’s most effective strike was blowing out US rates.
open.substack.com/pub/tavicosta/…
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@LukeGromen @BradHuston Trump knew on day one he only had two years to push his agenda through
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@BradHuston Big time Trump supporter at dinner last week: "[After we attacked Iran], I have come to believe that voting in a US national election is the equivalent of writing letters to Santa Claus for adults."
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Luke is not a political guy. His focus is on finance and dollar debasement. This feedback is significant.
Luke Gromen@LukeGromen
@Stevephenni Hearing this all over - rabid Trump supporters are planning on staying home this fall if this continues. Blue tsunami inbound this fall if nothing changes. Polls I am seeing not reflecting this.
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NYSE PARTNERS WITH SECURITIZE TO DEVELOP TOKENIZED SECURITIES PLATFORM
SECURITIZE TO BECOME FIRST DIGITAL TRANSFER AGENT ON NEW NYSE PLATFORM
SECURITIZE TO CONNECT BROKER-DEALER TO NEW NYSE PLATFORM
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Everyone wants cannabis to rerate.
Very few want to do the work on who actually earns it.
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I spy with my little eye $ETH > $BTC > $SPY the last few weeks 👀
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@TraderNorway The biggest amateur hour of all is $CLPT selling off - correlating their tech with the 'sham surgery' comment? The sham surgery was described as a would-be 'control group' in a new trial if they ended up requiring one. Licking my chops on this misunderstanding...
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@fundstrat What is your plan with $ORBS? Consolidate into $BMNR? If not, what is the value in keeping separate? Paging @SamirTabar of $BTBT on this, too
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$11.5b total assets $BMNR
Bitmine (NYSE-BMNR) $ETH@BitMNR
🧵 1/ BitMine provided its latest holdings update for March 16, 2026: $11.5 billion in total crypto + "moonshots": - 4,595,562 ETH at $2,185 per ETH (@coinbase) - 196 Bitcoin (BTC) - $200 million stake in Beast Industries @MrBeast - $83 million stake in Eightco Holdings (NASDAQ: $ORBS) (“moonshots”) and - total cash of $1.2 billion. Ticker: $BMNR Chairman: Tom Lee @fundstrat Link 🔗 prnewswire.com/news-releases/…
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