Zach Rider

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@Werkman You guys are putting some pressure on Strategy Love healthy competition

1 penny of volatility, $71M+ in volume. $SATA

@thepowerfulHRV A dxy weighted money supply is going down to flat

Bitcoin $74K again. Can someone explain what is happening?

@randgroup We were way ahead of our ski's 2024 - 2025

@randgroup My model still has a very strong correlation with it (93%) Long term and 5 year window

Is Bitcoin extremely undervalued or the correlation with Global Money Supply completely broken?

Acumen Chart Stack: In the Midst of the Hormuz Crisis youtu.be/1wyVote-VTs?si… via @YouTube

Are we just going to slam into a wall? My understanding is that the more oil moves high in price, it organically destroys demand so that the market can adjust accordingly. If the oil price is going lower, when the situation is getting worse, isn't that going to prompt the economy to keep signaling "need more supply" ? Doesn't sound healthy

US-Iran negotiation status:

My wife mentioned a nice private school over dinner this week She said the campus was beautiful I asked what's the tuition She said we should look at it as an investment in him not a cost I made a note She said don't make a note I said I always make notes She said this isn't a deal I said everything is a deal She closed her eyes She said we'd discuss it Saturday I agreed Saturday 7:02am She came downstairs in her Saturday robe Coffee in hand I had my cargo shorts on The dining room had been cleared The projector was on The analyst was at the head of the table Quarter zip on, three iced coffees, a legal pad, and two laptops He had been there since 6:44am I texted him at 11:14pm Friday The text said dining room 6:45am bring the model He sent a thumbs up My wife stopped in the doorway She said what is this I said you said you wanted to discuss it She said this is not a discussion I did not respond She sat down anyway The analyst stood He said good morning ma'am She did not respond He sat back down A printed deck in front of each seat A fourth copy in case Slide 1 Tuition Schedule $38,500 per year Thirteen years $500,500 nominal Before escalators The school has raised tuition 4.2% per year for a decade With escalators $648,000 My wife said okay I said I'm not done Slide 2 Opportunity Cost Even before escalators $38,500 invested annually 10% nominal return S&P long-run average since 1928 By his eighteenth birthday $944,000 My wife said we can afford it I said I know that's not the slide Slide 3 Terminal Value at Age 65 $83 million She was quiet The analyst slid the sensitivity tables across the table 8% return $31 million 10% return $83 million 12% return $222 million She did not look She said this isn't about money I said it's always about money She said no it isn't I said then what is it about She did not answer She said you can't put a dollar value on his teachers his classmates his environment I said I can the analyst already did slide 6 He flipped to slide 6 She did not look She said the school is the best in the city I said best is a feeling She said it produces the best students I said the students were already the best before they got there She said our son deserves it I said our son deserves $83 million My son walked in He is five Dinosaur pajamas He looked at the projector He looked at the open deck on the table He looked at slide 3 He said are we modeling pre-tax or after-tax The analyst opened a new tab My wife looked at the ceiling He said what's the discount rate The analyst set down his pen She closed her eyes He said is this the same return assumption from the 529 conversation The analyst stopped typing He looked at me I did not say anything She stood up Sat back down He said dad can I help I said yes He pulled up a chair The analyst handed him a printout He started reading My wife watched him read She watched him for a long time She said his name He looked up She said do you like school He said the work is too easy and the kids don't ask questions She did not respond She looked at the ceiling She walked out of the room The analyst started packing up He said should I follow up Monday sir I said no follow up needed He'll be fine Sent from my iPhone

@randgroup People who need it

Serious question: What if Saylor gets to liquidate his 4% of Bitcoin holdings, who exactly is on the other side of that trade?

@Rory_Johnston I want to believe , but you made this chart lol

We’ll see what we get. Gut says it’s just the April 7 ceasefire, round 2—but there’s always a hope. Let’s see how many ships cross Hormuz by Monday.

@Accumen_ZR The clues to interpret whether you are right or not will be in how Saudi Arabia responds

This tweet might be the highest signal a deal is imminent Do what you will with that information

Recession indicator large groups of people are coming out for watermelon

@Mandrik Looks like Iran does

No one cares about Bitcoin anymore and it's awesome.

@BitcoinNewsCom What kinda Mason signs is Warsh throwing up here 😂

Trump: "We’re going to grow our way out of it [the national debt] so fast." "We want to stop inflation, but we don’t want to stop greatness." "Economic growth doesn’t mean inflation…. You don’t have to stop the world because you’re doing well."

@NorthstarCharts I see your framing My push back said another way is gold is getting the heavier bid initially, but Bitcoin will run faster like it always has Anyways, love your work

@Accumen_ZR Yes...that shows the same message.

Bitcoin: Like it or not, these are the facts 👇

@Accumen_ZR Well, there's no sign of that so far. Until that evidence appears, we can put the bias that this narrative introduces, to one side.

@ClintSimmons33 @HFI_Research Yield Curve Control looks to be inevitable... when will unemployment skyrocket is the question 🤔

@HFI_Research Oil is going to increase in price significantly. Inflation is going to increase significantly. Interest rates will then increase significantly. This seems a probable, if not consensus, path forward.

I can't believe we are doing this.

@1MarkMoss @TheGuySwann @RepThomasMassie Mark, he is talking AIPAC and to add on, it’s the Zionist to be critical of, not Orthodox Jews Please stick to Bitcoin and investing. Supporting Israel is not a good look. Don’t turn into Pierre Rochard 🙏🏻

The fog of war is thick, and it's not as simple as "Jew" or "Israel" as if they are some monolith jew / Israel support both sides Look at Massie's donors: The biggest source of large-scale outside money supporting him has been Jewish billionaire Jeff Yass (co-founder of Susquehanna International Group, net worth ~$65B). And yes, Gallrein also had donors: Challenger Ed Gallrein) was backed by pro-Israel Jewish billionaires including Paul Singer (~$1M+), Miriam Adelson (~$750K+ via her PAC), and others

So it cost the Israel lobby about $5,000 per leading vote to beat out @RepThomasMassie So if we get Massie for 2028 in the presidential election... I wonder how much we can make them spend? Is no one else as sick of this sh*t as I am?