H. A. ₿rown

“Papá, por que me llamo Game 1 OKC-Spurs?”

Hang it in the Louvre

"AI is hiking your energy bill" is the most popular political talking point of 2026. The data doesn't support it. A thread:

@TXMCtrades I get skeptical when everyone is bull posting something. Usually indicates a top... not everyone can get in.

Why will the HYPE token be worth so much? Is this belief people have based solely on the buyback mechanism from the assistance fund? Is there anything more that would create substantive demand?

@TheRealPlanC Scenario 1: Saylor changes his mind, as he has done quite a lot in recent months, and sells all his Bitcoin for X reason. Bad intuion vibes from Saylor and $MSTR.

Bitcoin / Saylor: Very Important Point I would love to have someone give their best argument for how Bitcoin can go below $50,000. Michael Saylor literally has a USD printer that he can turn on and control the flow rate. Think about it. If Bitcoin were to go to $60,000 for a few weeks or a few months, which, to be clear is not my base case, Saylor could increase the STRC interest rate to 12% and buy 25k to 50k Bitcoin weekly. If Bitcoin somehow were to go to $50,000, he could increase the STRC interest rate to 13% and buy 50,000 to 100,000 Bitcoin in one week, and keep doing that until the price recovers. Increasing the interest rate by another 0.5% to 1.5% would be more than justified if he could load up on $50,000 to $60,000 Bitcoin, lower his cost basis, and increase his future capital gains. The money would come back to him in multiples versus the interest paid. And don't forget, STRC is a variable rate, so he would always drop back to 11.5% in 3 to 6 months once the price recovers. I'm not making an opinion on whether it's a good thing that a single entity can set the floor by ramping up its money printing temporarily. It's just the reality and the math of the situation for anyone who hasn't connected the dots yet. Saylor is all in, and he has many levers he can pull now to support the price and essentially set the floor. The longer Bitcoin trades at discounted levels, and the deeper the discount, the more he will load up, and the more he is incentivized to do so.

@Tyler_Neville_ $CHGG was a good one

Is there any synthetic way to play the bubble burst of college tuition? It's probably the most obvious trade right now that no one can actually hedge themselves on.

@benjamincowen Governments hate what Bitcoins stands for. They want to control it. Unfortunately. ETFs and treasury companies are creating tons of paper BTC and I fear will have quite bad consequences at some point. But BTC will survive.

Crypto was better before governments got involved.

The idea of a multi decade trend in interest rates is our observed history. If you go back further in time than my chart shows, you'll find more of them.

I've never found a windshield wiper setting that truly satisfied me.

Underrated life advice: Make yourself easy to root for. Be kind. Be reliable. Celebrate other people’s wins. Work hard without complaining. Carry good energy into rooms. You'll be shocked by how many doors open for you by making life better for others.

@d_1awrence Weird for sure...

I have to be honest.... After all the positive news this week with the Clarity Act mark up being approved, Strive announcing that $SATA is paying daily dividends, $STRC producing enough volume to buy at least 10,000 BTC PLUS $MSTR settling $1.5B of their convertible debt, I expected to see a better reaction to Bitcoin than being DOWN 4% in the last 5 days. It literally makes no sense. Like, how did we reach $126k when there wasn't half the bullish news there is today? I understand there were mass OG sellers last year. I understand Jane Street was manipulating the price for months. I also understand there's a war in Iran. What I dont understand is how a company like Intel is up 700% since the US government put a few quid into it and SpaceX is preparing to IPO at a higher valuation than the entire Bitcoin network, yet Bitcoin, as a global monetary asset that's having billions of inflows, is still 40% off it's all time high and 10% down YTD? Even Nvidia, who has a $5.4T market cap, almost 3.5x Bitcoins market cap, has moved 20%+ higher in 2026 despite all the macro-economic challenges. I don't know what it is - I said last year that someone was manipulating the price & it turned out to be Jane Street. It still feels off. It'll come out eventually. I don't know why, but Bitcoin should be FAR higher than it is right now. It will revert at some point. I'm convinced of it. Until then, I'll continue to be perplexed by the price action but grateful I'm able to keep stacking at these lower levels. 🧡

@Pentosh1 I'm skeptical but open to changing my mind.

Let's say that regulation is imposed on $hype The consensus so far is that it's bearish bc SOME of retail would flee. Only the left tail risk has been largely discussed, but not the right tail. Revenues could even 5-10x. Right now, institutions can't touch Hyperliquid in the US. No KYC means no hedge funds and asset managers. There's compliance around using unregulated offshore derivatives. If we get a compliant path in the US which is likely. Then sure, you might lose some small retail traders, but you're going to end up with billions more from institutions, hedge funds, prop desks, asset managers on chain. Hedging exposure, putting on delta neutral trades, 24/7 trading etc. Lower fees than CME. I think the bull case, is bigger than the bear case with regulation. Jeff is already working on this, there is no doubt about that.

What a privilege it is to afford a gym, buy healthy food, pay bills, have legs that walk, eyes that see, a brain that functions, work every day, and take our bodies to their full potential.

🥶 x 👽

@follis_ How exactly / why are you predicting the low in 2027? Any thesis or just prediction?

Soon I will make another post like this But not yet $BTC

@SalsaTekila From November 2025 through January 2026, the spot Bitcoin ETF complex as a whole shed about $6.18 billion.

What an incredibly depressing predicament to be in

$BTC has spent a week stalling under its 200DMA and below the rising channel since April. Closing daily below Friday's low which is also back inside prev month range would add to bearish lean. Fall under monthly open @ 76.3 and prior year low @ 74.4 and I'd have to assume this was a bear market rally.

worst case scenario I’ll make it. best case scenario I’ll make it big.

@blknoiz06 Source?

you are still early to AI