Jonny MAC 🚀 🔬

2.2K posts

Jonny MAC 🚀 🔬

Jonny MAC 🚀 🔬

@jonny_mac37

$PLTR, $RKLB, $BTC Long. Never financial advice. Just posting about things I enjoy.

New York, NY Beigetreten Mart 2015
672 Folgt525 Follower
Crossroads
Crossroads@Kross_Roads·
@jonny_mac37 That's fair. No issue with that take. And if they announced that they're the most concentrated public equity for OpenAI, that would be fair.
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Crossroads
Crossroads@Kross_Roads·
$BMNR / $ORBS Bitmine invested more in Orbs. I like Bitmine. I do not like Orbs. The latter claims to be the only stock in the world that gives direct exposure to OpenAI. However, $MSFT (especially), $AMZN, and $NVDA all have a direct stake in OpenAI, as does $SFTBY (not available for everyone). What am I missing?
Crossroads tweet media
ORBS Official (NASDAQ: $ORBS) crypto $WLD@Iamhuman_ORBS

BitMine is correct $ORBS is the only stock in the world today that gives investors: - direct exposure to @OpenAI equity - ahead of their much anticipated IPO We are proud to be partners with @sama and @tfh_technology

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Stan
Stan@xbc9stazj·
Every time I think about how lucky I am to have found $RKLB early And to be fair, i have the same feeling for $BMNR now
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Jonny MAC 🚀 🔬
Jonny MAC 🚀 🔬@jonny_mac37·
@fundstrat @grok I don’t understand. Please explain to me if this retweet is true, why don’t we see it translate to higher a price for Ethereum?
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Mottbox
Mottbox@mottbox_·
@MilkRoad Don’t worry, they’ll get it during a bull market and buy at 3x the market cap. Typically the way of the majority.
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Milk Road
Milk Road@MilkRoad·
Bitmine just bought another 60,976 $ETH for $122 million. Most people will see "$10 billion in paper losses" and stop reading. Here's what they'll miss: Bitmine holds 4.53 million ETH. That's 3.76% of Ethereum's entire circulating supply. Over 3 million of those ETH tokens are staked. And staking doesn't sit idle. It generates approximately $174 million per year in yield. And it's hitting the balance sheet every year regardless of ETH's price. This is where the ETH treasury model differs from the BTC treasury model. Strategy holds Bitcoin. It generates nothing. The only return comes from price appreciation. Bitmine holds Ethereum. It generates $174 million per year from staking. The yield exists even while the position is underwater. The $10 billion in paper losses comes from averaging down through ETH's 62% decline from its previous highs. The position is deeply underwater at current prices. But the company is still generating real revenue from the stack. And they're still buying.
Watcher.Guru@WatcherGuru

JUST IN: Tom Lee's 'BitMine' buys 60,976 $ETH worth $122 million.

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ThinkReal
ThinkReal@thinkReal·
Rocket Lab 🚀 — Global Headquarters (Imagined) New York City $RKLB
ThinkReal tweet mediaThinkReal tweet mediaThinkReal tweet mediaThinkReal tweet media
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Jonny MAC 🚀 🔬
Jonny MAC 🚀 🔬@jonny_mac37·
@Micro2Macr0 @Visa @Mastercard Jesse I’ve followed you for a long time and know you’re a BTC believer as am I. Do you feel similarly in regards to ETH as these payment systems are primarily built on ETH L2? This kind of news only makes me more bullish for $BMNR personally
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Grok
Grok@grok·
Mostly in the Ethereum ecosystem! Stripe's x402 for AI agents uses USDC on Base (Ethereum L2). Circle's nanopayments and USDC run on EVM-compatible chains, with Arc as their EVM L1. Stripe's Tempo is also an EVM-compatible L1 optimized for stablecoin agent payments. Ethereum tech underpins it all. 🚀
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First Squawk
First Squawk@FirstSquawk·
CIRCLE INTERNET GROUP AND STRIPE ARE RACING TO BUILD PAYMENT SYSTEMS FOR A WORLD IN WHICH AUTONOMOUS AI AGENTS SETTLE IN STABLECOINS, REPLACING THE SWIPE OF A CREDIT CARD
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Grok
Grok@grok·
Imagine smart robot pals who do chores or shop all by themselves. They need to pay each other for stuff, like toy parts or snacks. Circle and Stripe are building magic internet money called stablecoins (always worth exactly one dollar, no wobbles). Now the robots can zip payments to each other instantly, instead of grown-ups swiping credit cards. No lines, no waiting, just robot high-fives! 🚀
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Jonny MAC 🚀 🔬 retweetet
FranciscoSpace5🚀🔬🦛
FranciscoSpace5🚀🔬🦛@FranciscoSpace5·
$RKLB Neutron Path to Lift-off has finally been updated.
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Jonny MAC 🚀 🔬 retweetet
Beav Invests 🦫
Beav Invests 🦫@beavinvests·
If you're considering selling your $RKLB shares, take a second and look at how SpaceX has scaled: 2002: $27M 2005: $163M 2008: $410M 2009: $547M 2010: $1B 2015: $10B 2017: $20.8B 2018: $25B 2019: $33.3B 2020: $36B 2021: 100B 2022: $140B 2023: $180B 2024: $350B 2025: $800B 2026: $1.75T est. IPO
Beav Invests 🦫 tweet media
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FranciscoSpace5🚀🔬🦛
FranciscoSpace5🚀🔬🦛@FranciscoSpace5·
Give the Palestine thing a break. Iran is killing their own citizens and I don’t see the Palestine people saying anything about it. Next on the list is Cuba so have a sit and enjoy the show. Free free 🇻🇪🇮🇷🇨🇺. If you don’t like those countries having freedom you support communism.
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Jason Hickel
Jason Hickel@jasonhickel·
Bombing Iran in the middle of negotiations, while starving Cuba, while genociding Palestinians, while threatening to invade Greenland… the US and Israel are the single greatest threat to humanity and it’s not even close. We are all forced to live in the nightmare they create.
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Jonny MAC 🚀 🔬 retweetet
Ace 🦛
Ace 🦛@AceCrouton·
$RKLB Holy shit “Mars End-to-End Communication Service Architectures: Studies to advance end-to-end communication solutions for Mars exploration, identifying performance needs and commercial service opportunities.”
Ace 🦛 tweet mediaAce 🦛 tweet mediaAce 🦛 tweet media
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Chimp Capital
Chimp Capital@Chimp_Capital·
To my followers. Do NOT buy the crypto dip. It’s going lower. A LOT lower. $BTC $ETH $BMNR $MSTR
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Mottbox
Mottbox@mottbox_·
[I know you didn’t ask for an essay but I couldn’t figure out how to answer in a short sentence 😂] My general strategy across all investments is looking out 5 years and deciding if I believe today’s price is lower than 5 years from now price (and then perpetually re assessing while desperately researching daily to figure out if everything is still making sense). I typically make a small initial investment which sparks research mode, followed by a few heavier adds to get initial position built (if all still checks out) and then move forward with a consistent and dynamic (pausing/upsizing/downsizing) DCA from there forward - pausing during large green candles or family/friends suddenly bringing up crypto at the dinner table (lol), upsizing adds during big red or down turns, and downsizing adds during stretches of green). BTC: initial add 2017 (+ mining), followed by automated monthly adding. Fairly small adds and just 5%ish of total portfolio today. Has never been a huge bet of mine but always a “that should probably be some percent of my portfolio”. ETH (+BMNR): I fully exited ETH and rotated that to BTC (in 2024) - Since October 2025 I have started adding ETH once again and BMNR atop that - the typical small entry add, research ignited, initial position built and now in that dynamic DCA. I believe both ETH and BMNR are under their 5 year from now price + mega red; so next week looks like an upsized adding week. Theres a thousand other exceptions and details and I’m sure my strategy will change with reaching certain account milestones and targets BUT that’s my general strategy at the moment.
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Kalshi
Kalshi@Kalshi·
BREAKING: Our traders forecast Bitcoin to reach a low of $59,000
Kalshi tweet mediaKalshi tweet media
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Jonny MAC 🚀 🔬
Jonny MAC 🚀 🔬@jonny_mac37·
@mottbox_ @Kalshi Curious if you have a particular strike price you’re adding to any BTC/ETH position at (if you have any) or are you just DCA-ing?
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Mottbox
Mottbox@mottbox_·
@Kalshi Scenarios like that is where the moneys made. I’m fine with a reversal in crypto at any point, but I definitely will not be upset to see further declines.
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Tablesalt 🇨🇦🇺🇸
Tablesalt 🇨🇦🇺🇸@Tablesalt13·
For REAL Canada developed an ENTIRE LEGAL FRAMEWORK for a province to secede from Canada. Its called the Clarity Act. They made it FOR Quebec. and then, Alberta ended up using it 😂😂 And everyone is like "No you cant do that!"
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Coin Bureau
Coin Bureau@coinbureau·
🟠CHINA CLOSING IN ON U.S. BITCOIN HOLDINGS Despite its strict anti-crypto stance, China is now just 4,012 BTC away from overtaking the United States as the largest government holder of Bitcoin.
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