
Dr Octavus Prime
12.1K posts

Dr Octavus Prime
@The3rdReginald
Bitcoin shill. Macroeconomic star gazer. Irresponsibly Long in the Satoshi’s. #npub1cwgs87u7euu44g526we3852yd90gx89e8yl4t473mv26c7ftzldqgvp70g
Se unió Ağustos 2020
936 Siguiendo563 Seguidores
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@natbrunell It has been replicated but all those projects orbit Bitcoin. As the growing mass that is Bitcoin adoption continues to increase in size, so does its gravitational pull. Eventually the mass is so large it collapses on it own weight. The remaining blackhole is impossible to escape.
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@alphafox She’s helping pick up trash. She should get a paycheck. 😉
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@dannycheng2022 Conviction and opportunity. Concentration builds wealth.
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$COIN has pulled back from $443 to $138
$HOOD has pulled back from $153 to $63
$ORCL has pulled back from $345 $136
$MSTR has pulled back from $543 to $105
$ETH has pulled back from $4956 to $1795
$NOW has pulled back from $239 to $98
$SOFI has pulled back from $32 to $15
$HIMS has pulled back from $72 to $13
$NKE has pulled back from $179 to $44
$NVO has pulled back from $148 to $36
$UNH has pulled back from $632 to $234
$IREN has pulled back from $76 to $30
$TGT has pulled back from $269 to $83
$EL has pulled back from $373 to $69
$LULU has pulled back from $516 to $143
THERE IS ZERO REASON TO CHASE ANYTHING RIGHT NOW WHEN YOU HAVE SECTOR LEADERS OFFERING THIS MUCH VALUE
Arguably all of these positions have COMPLETED their ABC correction, they have all but crashed and now their risk is greatly reduced and have not been moving with the market
$JD, $BABA, $BIDU, $OSCR, $SE, $GRAB are note worthy adds
We are spoilt for choice right now.
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@ZeeContrarian1 Zoom out. Now is precisely when you should be buying.
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IT CLOSED GREEEEN aaaaaaaaaaaAAAAAAAAAAAAA

smolting (wassie, verse)@inversebrah
THE MONTHLY IS GREEN
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@_The_Prophet__ When they give away “10x opportunities” in the public, there is serious risk of becoming exit liquidity.
Hard pass.
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@BTC_broo I’m just baffled how many people got hoodwinked. Trump has always been a charlatan and compulsive liar with zero loyalty to anyone but himself. Half the damn country thought he was the savior and are now having cognitive dissonance trying to reconcile the betrayal.
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@Jason This is an actual picture of TAO holders 6 months from now after it crashes to zero.
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BREAKING: The people who literally produce Bitcoin are selling it. Not retail. Not governments. Not hedge funds. The miners. The entities closest to Bitcoin’s supply schedule, the ones who burn electricity to create the asset, are liquidating their treasuries to buy something else.
Marathon sold 15,133 Bitcoin between March 4 and March 25 for $1.1 billion per SEC filings. The proceeds went to repurchasing $1 billion of its own convertible notes at a 9 percent discount, capturing $88 million in savings while cutting debt by 30 percent. Marathon’s treasury dropped from 53,800 BTC to 38,689 BTC per CoinDesk. The company revised its treasury policy in early March to explicitly allow selling mined and held Bitcoin for the first time.
Core Scientific sold its entire treasury of 2,537 BTC in March per Coindoo, then secured a $500 million loan from Morgan Stanley to build AI data centres. Analysts expect 71 percent of its revenue to come from AI and high-performance computing by year-end.
Bitdeer liquidated its entire treasury to zero in February per CoinShares.
IREN exited Bitcoin reserves entirely and announced $3.6 billion for AI expansion with 23,000 NVIDIA GPUs deployed and a Microsoft contract per Coindoo.
Riot sold 1,818 BTC in December 2025 and 383 BTC in November per CoinShares. Holdings dropped to 18,005 BTC.
Collective public miner sales exceed 15,000 BTC from peak levels per CoinShares Q1 2026.
Here is the trans-domain connection nobody else has drawn.
Iran bombed Qatar’s Ras Laffan gas complex. Energy prices spiked 30 to 45 percent. Bitcoin mining margins collapsed to $57 to $129 per megawatt. AI data centre colocation pays $200 to $500 per megawatt. The war that was supposed to make Bitcoin a safe-haven asset is simultaneously destroying the economics of producing it. The same energy shock that drives the risk-off narrative driving BTC price upward is crushing the miners who create the supply.
And the miners are not buying gold with the proceeds. They are buying GPU clusters. They are signing 12-year contracts with CoreWeave worth $10.2 billion. They are leasing 15-year campus deals with Hut 8 worth $7 billion. They are building the physical infrastructure of artificial intelligence with the cash they raised by selling the hardest money on earth.
The producers of Bitcoin have found something they consider harder than Bitcoin: compute.
Meanwhile, Strategy added roughly 15,000 BTC in Q1 2026, taking total holdings above 500,000 per its filings. BlackRock’s IBIT ETF absorbed $1.9 billion in net inflows in March per Bloomberg. Fidelity and Ark added another $900 million combined. The miners are selling. The institutions are buying. The difficulty adjustment is rewarding the pure-play survivors. And the network’s security is narrowing to a smaller set of dedicated operators.
This is Bitcoin’s most profound stress test since the halving. The entities that create the asset are voting with their balance sheets that superior alternative yields exist right now. The entities that accumulate it are voting that its scarcity premium survives. Both sides are rational. Both are responding to the same energy shock, the same halving math, the same AI boom.
One side produces Bitcoin. The other side collects it. The war between the producers and the collectors will determine whether Bitcoin’s monetary properties survive the decade in which artificial intelligence became the superior use of electricity.
open.substack.com/pub/shanakaans…

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@LibertyCappy Not sure who will win but am 100% certain who will lose. The American people.
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@depression2019 Accidentally? A Nation of retards elected a retard and now are surprised by the retardedness.
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@TheRonnieVShow Been repositioning all the way down. Feeling good with my port. Now we wait. Short term pain for longterm gains. 4 positions. Zero cash. We ride.
$HIMS
$BTC
$NBIS
$RKLB
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@QuantumAlteredX He’s just got a strong dose of the ‘Tism
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@Micro2Macr0 It’s all theater and you’re an audience member. Wake up, you’re being played.
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Now they'll scream TACO while the markets scream higher and we win the war with Iran.
Clash Report@clashreport
BREAKING: Trump: I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD, SUBJECT TO THE SUCCESS OF THE ONGOING MEETINGS AND DISCUSSIONS.
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@INArteCarloDoss I can’t believe a word that comes out of his mouth. Israel is likely bombing their energy plants as we speak.
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@nachunja I held for too long. Exited a little over a year ago and never looked back.
Opportunity cost is a real thing.
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