Kim

@TheViperAOE Expensive vacation...

Setting off to Italy tomorrow, so won't be any streams until I'm back, which should be start of June. See you then! Grazie! 🇮🇹

@302_HKS @Mister_Keating Buddy, you don't know what you're talking about. Dwan was the one massive winner this stream.

@Mister_Keating Keating is such a great player but it’s sad seeing Durrrr not being his former self. Durrrr used to take on Ivey, Antonius, and Ziigmund at the highest stakes and used to crush the all time greats at live and now seeing him not at his best is kinda sad.

It’s so no fun actually having it.

@Ttutt110 @DougPolkVids @RealKidPoker @phil_hellmuth What?

My favorite moment from my recent trip to poker go @RealKidPoker makes a comment to @phil_hellmuth about how it must be tough to be married when hes so rich, famous, and good looking. Phil responds "Hey I never said I was good looking"

@HSTemile @internpierre The post is ai slop. He probably spent less time on it than you did. Best you can do is ignore it.

@internpierre "Europe doesn't innovate" proceeds to list a load of fashion brands.

The WSJ wants to know "what happens when Europeans find out how poor they are." I'm a European running a family office / living in Monaco. Let me run the numbers for Joseph Sternberg. Spoiler: per-capita GDP is the most misleading stat in this entire debate.🧵

@Umbisam It does look like a good discount. My main worry would be the tax situation for $SATS. Spectrum sales tax (less so) & eventual tax liability if Echostar sells their Spacex shares (this I assume could be a larger overhang).

Many jumping on $DXYX at premium and I get that (I own some) Astonished $SATS (still!) concurrently trading at deep discount I love Mr Market when offering these dislocations.

@4fun1984 @CK_Cryptoklepto The guy has been loyal to Mara forever. At this point I just get a sinking feeling in my stomach seeing memes & jokes made at his expense. I do feel sry for him & wish him the best. You never know what other people are going through.

@CK_Cryptoklepto Who hurt you? You are a sad soul man.

Hearing rumors that $IREN put out fake headlines to pump the stock going into the earnings call and then immediately hit the ATM in after hours before the market was able to digest that it was a shit show of a quarter BIG IF TRUE! Mike Alfred is a pump and dump LEGEND!!

@McnallieM When is @danroberts0101 coming on the show?

👀👀👀 $IREN

@GladerKalle @PerEriko @avanzabank Alltid värsta möjliga timeing på när deras app ligger nere...

@PerEriko @avanzabank Samma. Det är inte långsamt. Det går för fan inte att logga in över huvud taget efter morgonens underhåll. Jävligt bra jobbat, på en hypad IPO dag dessutom.

@avanzabank KAN NI FIXA ER APP JÄVEL NÅGON GÅNG? SÅG NI GJORDE ETT UNDERHÅLL I MORSE OCH NU KOMMER MAN KNAPPT IN. SKA INTE ETT UNDERHÅLL GÖRA DET BÄTTRE INTE SÄMRE?

@avanzabank @GladerKalle Suck, snälla fixa appen avanza. Går ej att komma in oavsett uppdatering.

@GladerKalle Vi gör underhåll och uppdateringar på torsdagar, men har inga störningar. Prova gärna att uppdatera appen om den upplevs som långsam.

@atifnas @TheBTCTherapist @RaoulGMI This might have been written as a joke. But given tons of his missed predictions were given during the "drinks with Raoul" livestreams, it's likely to be factually correct.

@TheBTCTherapist @RaoulGMI He was drunk when he made this assumption

A year ago Raoul Pal told everyone the debt cycle was elongated because interest rates were left higher for longer — he said liquidity would likely peak around Q2 of 2026, not knowing the Iran War was coming. “Bitcoin will have a -35% drop and everyone will say is it over? — and you’ll definitely be sure it’s over and everyone on Twitter will tell you it’s over — and it won’t be over.”

@TheBTCTherapist @RaoulGMI He got this one really wrong. He did not see the current crypto bear market coming at all. Around the start of '26, his confident prediction was new all time highs around late february - at the latest.

@herling_jared @_Sgr_A_Star @CK_Cryptoklepto @jiahanjimliu Have you not seen his investments? He's got no money to wager.

@_Sgr_A_Star @CK_Cryptoklepto @jiahanjimliu Care for a wager?

$IREN has earnings scheduled for next week Based on rewards wallets, IREN mined 1,438 Bitcoin in Q1 2026 which will yield approximately $102 million in revenue which is ~40% quarter over quarter revenue reduction vs the $167.4 million in Bitcoin mining revenue delivered in Q4 2025 Will IREN make up for this mining revenue shortfall by dramatically improving upon the $17.3 Million in revenue they received from AI Cloud Services in Q4 2025?

@FransBakker9812 Tons of buys around the 5-7 USD price. Lowest at 4.73 USD, in April '24.

Dear followers, $IREN investors, who bought at $4 or below? You're a genius. Screenshots allowed.

@caprioleio This has been going on for the past 2 years.

@caprioleio With all due respect. Have you been living under a rock for the past 12+ months?

This is a wild and concerning trend for Bitcoin. This is far worse than I had realized. This is a list of all the major public Bitcoin miners. ALL have made statements to pivot to AI. ALL are targeting major shares of revenue from AI from here, not Bitcoin. On average current Bitcoin revenue is expected to drop from 90% to just 30% in the next 2-3 years! Do you see a pattern? The stocks doing the best in recent years all jumped into AI big time. Those with 80%+ AI share of revenue targets saw their stocks climb up over 500% on average. Those targeting <60% AI revenue saw 1/10th the growth, with many having negative 2 year returns. The message is clear. If these numbers are even half accurate, and they are based on direct company statements, the energy and commitment to Bitcoin is under significant threat over the next 2-3 years. All while Quantum computing is taking off and poses an existential threat to Bitcoin unless we change the code. Many of these miners are not even planning to upgrade or renew Bitcoin mining hardware at all, simply running out lifespan of the existing and reinvesting only in AI. The market has been voting with its feet. Now the miners are voting with their feet. Just as Bitcoin is about to approach its biggest ever threat in the coming years, the backbone of its security is leaving the industry. Bitcoin used to be famed for having the biggest computing network in the world. It's now collapsing into AI at record pace.

@DeeCee_________ @IvanOnTech @benjamincowen Martyparty has become a meme in the comments section of the DCA streams. Doesn't just happen for no reason.

@IvanOnTech @benjamincowen Marty likes to call moves wrong each week on DCA and then claim things are exactly as expected the following week, like we can’t go back and check on the internet

I never heard #cowenhead before Is that an insult to @benjamincowen ? The guy is a PhD - and nailed most moves including Q4 peak (like yours humble truly) I think Cowen head is kinda a compliment?? Let me know below 👇 your thoughts

@TraderCarlo @martypartymusic @harrybo_rg @IvanOnTech @benjamincowen Yes. MartyParty could legitimately have the worst recorded track record to date. Ever since the top back in October, every DCA Monday livestream has been 'HIGHER'... It's been a rough 6 months fighting the trend...

HOLY SHIT BITCOIN LOOKS SO BULLISH NOW!!! 1. Uptrend 2. Above massive resistance since last year 3. Just small retest of breakout before next leg up!!!! RT if bullish $BTC!!!!

@_TylerDevereux_ @dotkrueger @mikealfred This. End of discussion.

@dotkrueger @mikealfred lol you can’t be serious. Look inward brother. Weird to hate on someone like this, knowing the takes you’ve had over the past couple years

@CernunnosCap @Bare_Birk Don't be lazy. And don't present so confidently when you're incorrect. AI likely answered your questions, and that's what you ran with... 1. Massive difference in capex for air-cooled vs liquid buildout (roughly 3-5x for liquid). 2. Horizon 1-4 = Liquid.

@Bare_Birk Where are you getting those numbers from?

Just a thought experiment: $IREN If you were Iren/Dan and sitting on 4.5GW of capacity, would you negotiate future data centers like SW1 before or after successfully delivering your first VR200-compatible data center? When does Iren hold the best cards? The handover of Horizon 1 to Microsoft is happening very soon; patience will be rewarded.

@Edgenmachten @btcjvs @benjamincowen My thoughts exactly. Grasping at straws. Nobody gets it right all the time. But compared to every other high profile analyst/influencer; if this is the worst critique one can conjure up for Benjamin Cowen, after all his years in the space, that is damn impressive.

@btcjvs @benjamincowen You're grasping at straws. 1. He was saying it "is" ETH season, not that it's coming or will continue. 2. These are monthly candles and that tweet was on the 8th. It continued higher into EOM.

I'd prefer to hear the opinion of someone with 132 followers than the opinion of someone with 400,000 followers who got there by calling for alt season the last 4 years.