drewski

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drewski

drewski

@0xDrewski

crypto '19 // (̵h̵e̵/̵h̵i̵m̵/̵h̵i̵s̵) (we/them/boys)

Katılım Mart 2021
2.3K Takip Edilen1.1K Takipçiler
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drewski
drewski@0xDrewski·
didn't get the airdrop but extremely grateful i put the ego aside and just bought. was the biggest nut tingle i'd ever had since buying btc in 2019.
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drewski
drewski@0xDrewski·
good day for some hunting
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drewski
drewski@0xDrewski·
$xpl and $lit the only 2 coins green today
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drewski
drewski@0xDrewski·
$btc really cucked itself last 2 days probability of my 40k bear target 🆙
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tolks
tolks@_tolks·
just a few more weeks, a few more troop deployments & a few more aircraft carriers heading to iran then uponly
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drewski
drewski@0xDrewski·
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ZXX
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Bluntz
Bluntz@Bluntz_Capital·
big week ahead
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Dyme
Dyme@CryptoParadyme·
where the hood at
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SalsaTekila
SalsaTekila@SalsaTekila·
The only thing that ever made me feel whole was family. Not the idea of it, the real thing. Marriage, children, people I'd die for without a second thought. And there's a divine revelation in that. We're made in the image of our Creator. Love like this is how you know it.
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SalsaTekila
SalsaTekila@SalsaTekila·
I've felt dissociated from the world since my teens and I project it onto others. You're heli-skiing in the Alps posting "peak life" and my first thought is: you're posting because without the audience it feels empty. That says more about me than them.
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drewski
drewski@0xDrewski·
pathetic
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drewski
drewski@0xDrewski·
it'd be heinous if they ripped it back to 80s from here
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drewski
drewski@0xDrewski·
damn bro it might actually go to zero thats crazy
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drewski
drewski@0xDrewski·
rugged. oh well.
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drewski
drewski@0xDrewski·
Never thought I'd say this but $LIT lookin kinda cute here.
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drewski
drewski@0xDrewski·
long and strong $USD and $HYPE
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thiccy
thiccy@thiccyth0t·
the next generation of great event driven discretionary traders will have come out of crypto
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Finch 🐦
Finch 🐦@Finch_in_flight·
Notes on Taiki Maeda's "Why I Think the Bottom is in for Bitcoin": The reason I became bearish in Q4 ’25 was because people were positioned all-in on leverage for the Q4 alt season, while the DATs were running out of money to buy, so the market was fragile. Maybe there was also a confluence with the four-year cycle, so people were ready and itching to sell anyway. A combination of all these factors led to the deleveraging cascade. Right now, in terms of positioning, people are generally aware of the four-year cycle and are prepared for a potential Q4 bottom. The prevailing idea is that you can just do nothing, wait until Q4, buy this magical bottom, and then make money. For us to hit new lows in Q4 ’26, there would have to be some kind of liquidation or capitulation event. But if people are already comfortable sitting in cash, I just don’t really see how something like that happens. When I look at the positioning across traders and fund managers I talk to, most of them are over 60% in cash. It’s not that they’re bearish on crypto - they’re just waiting for one more leg lower. I think the reemergence of Saylor could prevent that next leg lower, meaning these people would have to buy back higher. Markets can’t bottom without two things: sellers being exhausted and buyers stepping in. For a long time, we really haven’t had a marginal buyer ready to push prices higher. If you look at Saylor’s X, all he talks about is STRC. I think he knows that the only way for MSTR to get out of its rut is to really drive usage and adoption of it. STRC holders receive an 11.5% rate and stability, while MSTR buys BTC with the proceeds. If BTC goes up by more than 11.5% in a year, then MSTR shareholders also benefit. MSTR has over $2 billion in reserves, which equates to roughly 28.5 months of dividend coverage. That means they have enough cash to pay more than two years’ worth of liabilities. So as a yield farmer, capital allocator, or investor, getting an 11.5% rate from a company with over two years of runway to pay those dividends seems like an interesting proposition. I’ve never owned MSTR, but I bought some STRC to experiment with. This situation could cause problems in the future, but because they have enough runway, I don’t have to worry about that right now. I think that over the next 12, 16, or 18 months there will be increasing demand for STRC, and Saylor can leverage that demand to buy BTC. The main BTC bull case here is STRC reaching some kind of escape velocity, where it becomes more trusted over time and its risk profile is considered safe enough to attract not only crypto-native investors but also outside capital. That would enable Saylor to buy hundreds of millions of BTC every week, if not billions. My bet in buying BTC is that we are in the early stages of the capitalization phase of STRC. This is actually the first MSTR product I can imagine using as part of my portfolio. And if it works for me, it should work for others. And if it works for others, that’s a lot of potential demand flowing into this product. Also, if this works, then people like Tom Lee could replicate it, which could create some crazy reflexivity. It’s something to think about. In bear markets people often worry about everything that could go wrong, while in bull markets they focus on everything that could go right. I would encourage everyone to do the opposite: in a bear market, think about what could go right.
Taiki Maeda@TaikiMaeda2

Why I Think the Bottom is in for Bitcoin. Bought $BTC $HYPE $STRC Watch: youtube.com/watch?v=rYS8U5…

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