Cha

@mikealfred 🥳🥳🥳 let’s goooooo

ASST is saying Bitcoin’s next move is $80,000 👀

@mikealfred I see it

@mikealfred Same here!! Holding that asst 🥳🥳

@michaeljburry So what do you think that @realDonaldTrump tweeted about palantir…

@elonmusk California hurry the F up 😭

First (supervised) FSD approval in Europe! Congratulations to the Tesla team and thank you to the regulatory authorities in the Netherlands for all the hard work required to make this happen.

@saylor Tu sabe @saylor 🤫🚀

Still stacking. $BTC

@mikealfred State and city ? @mikealfred

@mikealfred You saying we should buy some more….

@saylor Why not? Dang, after people are saying that Epstein is behind it. :/

The Rules of Bitcoin 1. Buy Bitcoin 2. Don't Sell the Bitcoin

@mikealfred Holding asst? Tho

@elonmusk Haha you right about that!!!

California treats illegals better than citizens

@mikealfred U ain’t selling sh*^ lol

@michaeljburry Sh&$ 📉 happening live- y’all might say u cray but at the end you might be right

People wonder why I do this, but if there is one thing I wish I could have done, it was to have effectively warned or spoken about what was happening 2005-2007. michaeljburry.substack.com/p/unicorns-and… open.substack.com/pub/michaeljbu…

@mikealfred Hey Mike I just found out asst is going to get to .50 just fyi.

I don’t think I’ve ever been more bullish. This is one of the best setups I’ve ever seen. All the worst investors and traders I know have turned bearish even though fundamentals are improving. Love this so freaking much.

@mikealfred Let’s gooo 🥳 Same here

@michaeljburry @FTAlphaville @grok you think Michael is right about this and explain. Thanks

So the Fed is now buying Treasuries again. $40 billion of bills a month...@FTAlphaville covers it well. And with a sense of humor - Sure John LOL. And we have a "new" acronym to learn RMPs - Reserve Management Purchases. The last line of the article is notable. “However, given the stubbornness of the recent repo market volatility, Alphaville would be surprised if the Fed doesn’t unveil a dose of “temporary open market operations” before then — just to make sure Christmas isn’t ruined by an end of year funding crunch shitshow.” I would add that if the US Banking system can’t function without $3+ trillion in reserves/life support from the Fed, that is not a sign of strength but a sign of fragility. It was $2.2 trillion pre-2023 banking crisis. The temporary BTFP support became load-bearing. In 2007 it was $45 Billion with a B. That reserve level might grow with the economy, but the economy sure isn’t doing that well. So I’d say US Banks are getting weaker way too fast. Seems that after every crisis now the Fed needs to expand its balance sheet permanently or guarantee a bank funding crisis. No wonder stocks are doing well. On CNBC you’ll hear recommendations to buy bank stocks because they are so overcapitalized and the economy is improving, but I don’t. In general, for amounts over the $250K FDIC limit, I keep cash in Treasury Money Market Funds. The practical limit of this might be full nationalization of the US bond market - the Fed owns all $40 trillion US debt. So party on, I guess. Bonus if you caught this too - the US Treasury has been tilting its sales toward short-term Bills to avoid driving 10 year rates up. So the Fed's focus on buying Bills is awfully convenient. The Fed and the US Treasury sittin' in a tree K I S S... RIP QT; long live ‘reserve management purchases’ giftarticle.ft.com/giftarticle/ac… via @FinancialTimes

@michaeljburry @FTAlphaville 👀

@michaeljburry 👀👀

Everyone that knows anything knows this. OpenAI is the next Netscape, doomed and hemorrhaging cash, Microsoft is trying to keep it afloat while keeping it off balance sheet and sucking out the IP. So why do they keep getting funded? The whole industry NEEDS a 500 billion IPO ASAP.

@mikealfred @michaeljburry 👀

Michael Burry is a tulip bulb. There, I said it.

@mikealfred Bruh!