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If you don't understand #repo #eurodollars, and the role US Treasuries play within this shadow banking system, then you don't understand #Bitcoin's potential. Liquidity is paramount. Stability is key. Volatility is crippling. That's why I don't just HODL $BTC, I swing trade it.

@TimmerFidelity Those of us who understand $BTC best de-risked >$100k and are buying back in now. Recent events have made Bitcoins fundamental use case only stronger, while price declined. As close to a no-brainer as exists in this market. Granted, takes 1,000 hours of study first.

For me the most interesting development of the past few weeks is the upward pressure on bond yields and the resilience of Bitcoin.  Both the 10-year yield and the dollar index are at major resistance levels. This next chart illustrates the resilience of Bitcoin as well.  It has gained ground while gold has lost some oomph.  Bitcoin has acted more like a risk asset lately, so this is noteworthy.

@dubzyxbt I do love how this could be interpreted as either: a) a bear is coming (rates, incomes, employment), or; b) a bull is coming (surging dollar debasement and the continued monetization of real estate). Good job saying nothing and everything all at once!

The average person has ZERO idea what is happening to the housing market ZERO idea what's coming Like zero, none, nada

@realDonaldTrump take the L like a man and save our country, or continue fighting and destroy it. #Irán #IranWar‌

Kent: “If we don't address the Israeli factor, they're simply not going to take us seriously"

@EvanWritesOnX Or you're wrong because you provide zero evidence for your thesis. Pure conjecture. You should write fiction novels.

The destination was pre-agreed. Like I’ve said over and over. The price wasn’t. Nobody sat in a room and said “you’ll hit South Pars on March 18 and we’ll threaten Ras Laffan in response.” What was agreed, structurally, is that Iran integrates into the GCC economic order, sheds its militant posture, gets sanctions relief, and the US gets an exit. Like I’ve said over and over. The kinetic phase is how both sides establish what they bring to the table and what they’re owed when they get there. Like I’ve said over and over. Iran didn’t “agree” to the South Pars strike. Iran’s calculus absorbs it because South Pars is damaged, not destroyed. Gas fields don’t disappear. Processing facilities get rebuilt. And whoever rebuilds them, likely GCC-aligned capital and contractors, gets locked into Iran’s post-war economy in exactly the way the integration plan requires. The strike doesn’t eliminate Iran’s reconstruction asset. It creates a reconstruction contract. The cost of ceasefire isn’t increasing. The investment in the post-war order is increasing. Every piece of infrastructure damaged on both sides of the Gulf is a future reconstruction project, a future contract, a future economic relationship that binds these economies together after the war ends. Again as I’ve been saying. The FIC doesn’t see burning gas plants. It sees billable hours. The plan was never for a clean, cheap transition. I never said this. The plan was for a managed transition. Today’s strikes are both sides making sure the post-war order is expensive enough that nobody can afford to walk away from it.​​​​​​​​​​​​​​​​ I’m done explaining. It’s very clear people are not reading my tweets with attention. This is simple now. Either everyone joins the war (Russia, China, EU) and WW3 breaks out, or I’m right.

The Fuckening of white-collar workers has arrived. blog.andrewyang.com/p/the-end-of-t…

After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.

@ComicDaveSmith Dude he's already doing his best to destroy the values and institutions that make this nation great. Make America Great Again was the biggest political conjob in world history.

Obviously this administration has already destroyed the coalition that won Trump the popular vote and every swing state in 2024, but just imagine (and I don’t think this will happen) that they put up zero deep state arrests, covered up the Epstein scandal and launched a war for Israel against Iran, AND then prosecuted Tucker Carlson for trying to get Trump to keep his campaign promises. If you wanted to destroy this country, this would be the best course of action.

@dailydirtnap If there is one, almost certainly an Israeli false flag. The very last thing Iran wants is an American political mandate to invade Iran.

@ZeroHedge_ Israel is not a proxy for the US. The other way around is more accurate.

People getting upset bc I’m talking about Iran being a proxy for China. Stop being such a triggered snowflake. Israel and Ukraine were proxy’s for US. Russia was proxy for China. There’s is no favorites here it’s just what the board looks like. Two players. 1) US 2) China

@MarioNawfal Act as if lol

🚨🇮🇷 Crown Prince in exile Reza Pahlavi announces plan to replace the Iranian government: "The Transitional System, under my leadership, will be ready to assume governance of the country as soon as the Islamic Republic falls, and in the shortest possible time, establish order, security, freedom, and the conditions for Iran’s prosperity and flourishing." Source: @PahlaviReza

This presidency is the greatest betrayal in American history.

@EvanWritesOnX Finally something we agree on wholeheartedly.

Many asked me why Bitcoin hasn’t gone parabolic like Gold in this recent run. The answer is simple. Gold has gone parabolic because states are scared of the dollar system and are buying the asset that states have trusted for 5,000 years. That is infinite-game survival logic at scale, price-insensitive and persistent. Bitcoin is not following because the buyers who would make it behave like gold; sovereigns and central banks, are not yet there in size. Bitcoin is still primarily held and traded under finite-game logic; profit extraction, momentum trading, ETF arbitrage, corporate treasury optimization. The problem with finite-game actors is that they exit. They hedge. They rotate. They don’t create durable structural floors. This adversely insulates Bitcoin from being adopted by states that can treat it like gold. They prefer to test that assumption during peace time, not geopolitical uncertainty. It’s really important to understand that Bitcoin is housed under speculative players for now precisely because of this. The infinite-game actors (like states that care about legitimacy) will not choose Bitcoin because they believe in it ideologically. They will accumulate it because the existing TPS financial architecture is visibly degrading and sovereign actors need non-confiscatable, non-weaponizable reserve assets outside Western control. Bitcoin is the only digital asset with the decentralization properties that make it resistant to the same dollar-weaponization risk that is already driving gold accumulation. But as of now, it’s nothing but centralized under TPS speculators. The question is not if but when, at what price, and under what forcing conditions.

@MarioNawfal @grok is this real?

Iranians playing music while watching their country burn The Iranian people have suffered the most from this war, and have been suffering since the brutal crackdown by their regime in January

What I can't understand about $WING #Wingstop is how many ostensibly "sophisticated" investors have bought this stock between $200-$300 per share. Anyways, I've covered another 25% of my short around $194 and am now at 50% of my original position. FMV is probably around $150/shr.

@nlw You just have to ignore anyone with a significant following that hasn't already established trust.

It's not AI bots that are killing this platform, it's the undisclosed paid influencer campaigns. Increasingly useless to try to get a vibe check on anything here.

They think we're stupid. The @WhiteHouse said Iran’s nuclear facilities were "obliterated" in June 2025. Now we're escalating again? Why? And we're expected to finance this spending via inflation? Fiat is perpetual war, debt, and inflation. Opt out. Sell bonds. Buy bitcoin.

U.S. MILITARY MISTAKENLY STRIKES SCHOOL IN IRAN A preliminary U.S. investigation finds the Feb. 28 Tomahawk missile strike on Shajarah Tayyebeh Elementary School in Minab was a targeting error. Outdated data from the Defense Intelligence Agency led Central Command to strike a building formerly part of a nearby naval base, killing at least 175 people, mostly children. Officials say the error reflects human and procedural failures, not new technology. Satellite imagery and videos confirm U.S. responsibility. The investigation is ongoing, with questions about why data wasn’t verified. President Donald Trump initially blamed Iran but says he will accept the findings.

One family, the right-wing Trump-aligned Ellisons, will soon control: TikTok CBS CNN HBO Discovery Channel BET Cartoon Network Comedy Central DC Studios Fandango Miramax MTV Nickelodeon Paramount PlutoTV Showtime TBS The CW TNT Warner Bros. And more This is oligarchy.

Covered 25% of my $WING short. Raising dry powder to add to my short should it pop higher again. Nice little trade, from $300 down to $210.