Yup 🇮🇪🧙‍♂️

wild that you can just trade dollars for bitcoin

@AaronQuinn716 @JoePompliano @GolfDigest Such an inane take. Most tour players are a poor season away from losing their card. The reward is high on the PGA, but it’s not without risk & a lot of pressure to play well & make cuts. Beau Hossler made 1.5 mil last year, how much of that do you think he took home? Fuck all.

@JoePompliano @GolfDigest It must be so difficult to be a multi-millionaire and play golf all the time. I wish one of the gods would give me that burden.

Ben Griffin says he spent about $50,000 per week last year on travel, housing, coaches, trainers, etc. If you multiply that by the 30 events he played in 2025, that's $1.5 million in expenses against roughly $15 million in on-course earnings. (h/t @GolfDigest)

@PunterJeff @coffeebreak_YT His Q. “are you familiar with the 2008 crisis” and referencing CDOs and sub-primes is very telling. I think that’s the level he’s at - successfully following the storyline in The Big Short - but somehow he’s converted that into a smug confidence despite having no true expertise

Sat down with @coffeebreak_YT today on Bitcoin and Digital Credit. His edit will drop soon. Posting the full raw hour for anyone who wants the unfiltered version. Enjoy

@JoshMandell6 No leaps?

All Done, except for the options exercises. $MSTR $ASST

@mb_ghalibaf @s_m_marandi Ghalibaf has been listening to @LukeGromen

Swaps given "to prevent disorderly sale of US assets." Translation: some holders can't sell. ICYDK: hidden single-digit % sale cap limits some institutional holders. Door closes if things escalate. Get out while open. Their frontline is the yield curve. nytimes.com/2026/04/22/us/…

@GavMcCracken @DoombergT @citrini To be fair @DelB0yTr0tter was way ahead of everyone on OBE. Good signal that you both caught it - two level headed accounts.

@LawrenceLepard @NickTimiraos Larry with the receipts. Love it

@NickTimiraos he is the guy who had to resign over insider trading, right?

This is quite a comment from someone who served on the FOMC for nearly four years with Kevin Warsh. He says Warsh failed to project independence at his hearing.

@ScottishHodler #COIN might be the dark horse of the group . Making some interesting investments recently

Should be a decent for #SWC, perhaps back to the 40p range? Surely time for #COIN and the other assorted band of tiny mini UK treasury companies to have an extension?

@btcjvs Any updates on further BTC purchases for Coinsillium, James? Great to see the investment in Yellow - I’ve been accumulating shares at the lows here.

Will Friday be the day that MSTR closes above the 200WMA ($151).

@LawrenceLepard @JoshMandell6 @arkhet @BuckJoffrey I like that Jan 28 spread. Is your idea to exercise the Dec 28 $140s?

@BitcoinCelt @JoshMandell6 @arkhet @BuckJoffrey December 28 $140 are my choice. Also the Jan 28 $210 long $700 short spread is $35 so prints 17x. With $245 BE

So there's one important thing to add. During the current phase of Bitcoin acquisition, The company sells STRC and then sells the required ratio of MSTR so that there is a set aside of cash equal to two and a half years worth of dividend payments. If, in an easy environment, the dividend payment requirement were to be halved to roughly 6%, Then suddenly there would be a surplus of cash set aside for dividend payments. This could result in a significant period of Bitcoin acquisitions being financed by STRC sales only and no MSTR supply via issuance. This is how you move from 1 mNAV to 2.5 mNAV.

@JoshMandell6 @arkhet @BuckJoffrey Ask is $11.50 after yesterday’s move - I’ve averaged in at $9 over the past few weeks.

@BitcoinCelt @arkhet @BuckJoffrey What are they selling for?

@JoshMandell6 @arkhet @BuckJoffrey Are you buying leaps yet, Josh Man? I’ve been scaling in to Jan 27 $250 calls on the dips.

The low 60,600 it's quite bouncy and should send us back to an all time high in Bitcoin. With now higher leverage in the stock, you can MSTR to outperform Bitcoin on a percentage basis owing simply to the out performance of Bitcoin relative to the 11 1/2 percent cost of capital. $420

@ericjackson “they”

Satoshi wasn't one person. Yesterday we published our Satoshi analysis. Today we tested a hypothesis nobody has proposed: what if the two candidates at the top of our ranking created Bitcoin TOGETHER? The collaboration hypothesis is 3.3x more likely than either individual alone.

@DelB0yTr0tter Got filled at the bottom of yesterday’s move in some Jan 27 $75 calls. Didn’t think we’d see these prices again

XLE Fill bodied green daily candle yesterday bounced off the 50 SMA to the penny; despite the 'sell off' (lol) ... Does that look like weakness? you decide.

@DelB0yTr0tter It’s can be hard to do nothing, definitely something I am improving on as time goes on. In periods like this, what percentage of cash are you sitting on?

The aggressive wealth creation in response to the 2021 shock has been compensating for lack of growth in disposable income during same period… IOW the spending is not coming from real ‘income’ and if there is a systemic risk resulting in possible collapse of the former then it would be very difficult to put the toothpaste back in the bottle. That’s ultimately what is at risk here for reminder of 2026 and that is precisely why doing nothing is the right thing to do for a change… CASH.

@DelB0yTr0tter 👑

CASH

@JoshMandell6 @tradeBtcTsla Options?

@tradeBtcTsla granted lol👍

It just feels like something is different with STRC. The price is so steady that one would have to believe that there's a market maker being compensated to make a tight market. And there was something interesting about how Phong Le commented on the steadiness of that price. Perhaps they've worked out a deal with a large bank to market STRC exclusively and guarantee that perpetuity can be sold at par every 12 months or something like that. In exchange of course they would probably require two points of spread between the price at they buy it from strategy on origination and the price at which they sell to their clients as a stable coin or effectively a one year CD which puts it in the category of a money market instrument. The bank is carrying so much US Treasury product that they could easily pledge it as collateral for the yearly redemption option. This is something this strategy can't do and it's something that would keep the price at par because pull to par would take effect. With the pledging of US Treasury debt, STRC would get a credit rating equivalent to the United States government. This is just crazy stuff coming out of my head FYI I know nothing. It's just what I call a Walter Mitty dream But it would be pretty cool and it would change the game completely. Imagine a bank offering wrapped STRC digital credit with one year liquidity yielding 10% after tax. I say after tax because of the IRS treatment of return of capital. Gosh I haven't owned any MSTR exposure for such a long time. It's been such a tough ride for them but I hear there will be growth in the spring.

@Dan_BTC_2021 @DelB0yTr0tter I was looking at Sep $AGRO calls as well, what strikes did you choose?

@DelB0yTr0tter I have $CORN calls for may and august and $AGRO calls for September. I have not taken any other ag positions yet. Still learning to find the right players in the space. I don’t want to load straight futures on ag commodities, as that’s something I’ve never done before.

One of the most consistent nonsense megaphones on this app. It is astonishing how many alleged 'professionals' abandon their craft for full time content production, then shamelessly cling to credential acronyms as a cosmetic substitute for competence, authority, and intellectual seriousness. The performance is transparent, the social proofing is cynical, and the herd consumes it without hesitation. Aldous Huxley would have recognised the pathology immediately. The sequel practically writes itself: Pathetic New World.

@BITCOINFUNDMGR Big outage this morning

@BITCOINFUNDMGR Really impressive. Thoughts on Bitcoin here?

The S&P 500 is now officially halfway to Target. At this point, the only reason you wouldn't hire me to trade for you is because you officially hate money. I told you exactly what was going to happen three days ago. And the S&P 500 is perfectly following my magic arrow.

@BITCOINFUNDMGR Love your analysis. Best way to short the S&P using options?

TIME SENSITIVE The S&P 500 final top and the final black swan dump bottom price has been released. Based on quantitative geometric calculations, this week's bearish trend will bottom at 6514. Then we will pump to 7060. But that's when the black swan will strike. The ensuing dump will take us all the way down to 4309. That's a 38% stock market collapse. You might think this is impossible. But it only brings us back to the exact S&P 500 price when Trump took office 2 years ago. If you're trading with over $150k of active funds, you should get me to trade 8% of that for you. See the next tweet for the actual charts.