Just a statue

1.9K posts

Just a statue

Just a statue

@Cryptobally2

Running through lightning with my dick out

casual garden setting Katılım Eylül 2021
3.2K Takip Edilen230 Takipçiler
Just a statue
Just a statue@Cryptobally2·
@IAMAIAIAIAIAIAI @JoshMandell6 @JoshMandell6 Yo Josh do you think this guy has a case? I'm heavy into $CLSK and It's been a thought that crossed my mind since they are leading in effeciency & the HPC pivot would align with the 2 key areas of the Trump adminsitration
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Sam Brennan
Sam Brennan@SamBreAI·
Love the thesis Josh. What do you think of mine? Trump administration want to lead in AI & crypto (thus David Sacks role) - How do they get a piece of both? Leading BTC miners who have pivotted to AI infra. $CLSK & $RIOT Both large BTC holdings & key to maintaining the security of the BTC network. Both US companies. Both made a pivot to HPC to support the GW requirements of hyperscalers & gov. Both are undervalued businesses in 2 hyper growth sectors The Trump admin could: 1) Acquire stakes in each company (like AMD/INTEL) 2) Or award large, long term contracts to each in return for stock or warrants To me it makes the most sense for the above reasons, but also based on the fact that $RIOT & $CLSK are not overvalued businesses & as soon as they get a HPC contract they will be re-rated like the likes of $IREN has been. Unlike $MSTR - which has significant downside risk (IMO, could be wrong) I can see the admin working with $MSTR, for sure, but I think it would be down the road... Would love to hear your comments on this thesis? I know you're a $CLSK bull, so I wonder if this ha crossed your mind already?
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Josh Man
Josh Man@JoshMandell6·
It would take an extraordinary confluence of events to bring about what I’m describing, but I’ve seen it happen before. Coincidentally, it’s the one-year anniversary of Trump’s presidency, and they seem to have kept any potential celebrations quiet—perhaps that’s the art of the deal. My bet would be on a combination of IBIT and MSTR as vehicles for government investment. To sidestep stock ownership, STRC would be the perfect fit, potentially bypassing disclosure requirements. Here’s a DREAM scenario for MSTR’s rating: the Treasury sends US Treasuries to MSTR, which they use to defease and back STRC issuance. They essentially bypass ways and means by issuing a bond to purchase a distressed (B-) US company's assets deemed vital to national interests. Meanwhile, I won’t know any of it because hornet man has me blocked.
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Just a statue
Just a statue@Cryptobally2·
Trump admin to acquire stakes in key US miners?
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Just a statue
Just a statue@Cryptobally2·
@IAMAIAIAIAIAIAI @DavidSacks I've thought this for a while Surely, this is coming? I mean look at the set up's in the miners, most have been in 2-4 year long accumulation
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Just a statue
Just a statue@Cryptobally2·
I think he may regret this decision, but fair plays for sticking to a strategy until invalidation
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Sam Brennan
Sam Brennan@SamBreAI·
Just bought some more $CLSK, $RIOT, $CIFR, $GLXY, $SLNH, $MARA
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Just a statue
Just a statue@Cryptobally2·
@IAMAIAIAIAIAIAI I'm already 30% total portfolio in GME Maybe I jumped the gun, but in time I think I'll thanbk myself
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Sam Brennan
Sam Brennan@SamBreAI·
In time I expect to offload the miners and go ULTRA heavy into GAMESTOP. Why? CEO/BOARD - MOST IMPORTANT BALANCE SHEET TRANSFORMATION SHORT INTEREST LEGACY SWAPS MASKING REAL SHORT INTEREST
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Sam Brennan
Sam Brennan@SamBreAI·
It feels to me like $OPEN is about to run a similar move to what it did August 7th to September 11th. With this in mind, i'm back in the trade Entry: $7.54 SL: $6.36 TP 1 (25%): $14 TP 2 (50%): $19 TP 3 (15%): $25 TP 4 (10% moonbag) : $40
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Sam Brennan
Sam Brennan@SamBreAI·
What I'm planning to add to in Q4 2025-Q1 2026: 1) $BMNR (adding to my medium position) 2) $SBET (adding to my small position) 3) $BKKT (adding to my small position, starting today) 4) $PYPL (possibly going to become a long term) 5) $SLNH (net new position, never held this before) 6) $OPEN (this will be day traded to raise $$ for others) 7) $GME (adding to a very sizable bag) I'm currently expecting the above will not be long term holds, but this could change if the data presents These are my trades so definitely not financial advice, enter at your own risk
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Just a statue
Just a statue@Cryptobally2·
@IAMAIAIAIAIAIAI GLXY is the leader so this is quite the gamble I'd have done 25% cut to $GLXY not 50% but clearly your risk tolerance is higher than mine
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Sam Brennan
Sam Brennan@SamBreAI·
15% of my stock portfolio is $GLXY I'm incredibly bullish on the stock But my gut tells me $BKKT is going drastically outperform so I'm going to sell 50% of my $GLXY today and move that into $BKKT No changes in terms of where I think $GLXY is going, this is simply trying to bet on the fastest horse
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Sam Brennan
Sam Brennan@SamBreAI·
@Matt_vlietstra Energy DC/HPC hasn't stopped yet due to AI BTC miners are about to have their moment Meme stocks will have their day
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Matthew Vlietstra
Matthew Vlietstra@Matt_vlietstra·
I’ll be honest fam, it feels like we are running out of things to speculate on. Batteries Quantum Drones Nuclear Robots Critical Minerals They’ve all boomed. What’s next?
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Just a statue
Just a statue@Cryptobally2·
Praying for the UK Your days appear to be numbered
Sam Brennan@SamBreAI

British companies hacked in 2025: 1) Harrods (April) 2) Marks & Spencer (April) 3) The Co-operative Group (April) 4) JLR - Jaguar Land Rover (August) 5) Heathrow Airport (September) 6) Vodafone (October) This feels like the first wave. So far, disruptions include operations, company data, and customer data breaches. UK residents: stay vigilant, secure your data (pay to remove it if needed), enable 2FA on all logins, use YubiKeys, get a starlink, a minimum of 1 large backup power station and keep backup supplies for emergencies. Critical infrastructure hasn't been affected yet, but when it is, hysteria may follow. It's only a matter of time (in my opinion)

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Sam Brennan
Sam Brennan@SamBreAI·
@The_Airmass Please take a public, max long $MSTR position and put your money where your mouth is. Nothing is certain in markets, except for the fact that there will always be retards participating. Thanks for playing your role and adding some certainty to the wild west
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Airmass
Airmass@The_Airmass·
A man who sold half of his Bitcoin for $72K is now coping and wants you to think that there is not much upside left. I would be coping too. People should not project their own desires onto the market.
Bob Loukas 🗽@BobLoukas

Not too late to get away from a $MSTR position. Besides the uncanny price action relative to prior cycle, I think any upside for MSTR vs Bitcoin in what remains this cycle is minimal and simply doesn't warrant the risk. Equity holders are the exit liquidity at this stage. And that's assuming Bitcoin has upside still. If it doesn't, MSTR drops like a stone.

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The Big Degen
The Big Degen@TheBigDegen·
Ask yourself, why does the CEO of the world’s largest company $NVDA put up this “KEY DEALS” slide which prominently shows $IREN even though no deal has been announced yet?? 👀👀
The Big Degen tweet media
The Big Degen@TheBigDegen

$IREN 🔥 If you think IREN will hit $100 by the end of 2025, hit the Like button. If you think IREN will hit $400 by the end of 2026, hit the Repost button. If you’re not sure, then just hit both buttons and have a great day 🫶😎

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Sam Brennan
Sam Brennan@SamBreAI·
$RIOT trading at it's highest price since March 2022
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Sam Brennan
Sam Brennan@SamBreAI·
BTC pumps $CIFR, $RIOT, $CLSK, $WULF, $BITF, $IREN pumps BTC dumps $CIFR, $RIOT, $CLSK, $WULF, $BITF, $IREN pumps We are the chosen ones and this wasn't by accident Fortune only favours the brave
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Sam Brennan
Sam Brennan@SamBreAI·
Disclaimer: I'm referring to the stock RIOT Platforms, not inciting any riot (as a UK citizen, I feel I must clarify).
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Sam Brennan
Sam Brennan@SamBreAI·
I predict a $RIOT
GIF
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Sam Brennan
Sam Brennan@SamBreAI·
@mikealfred Can you start talking about Gamestop now Mike? It's highly manipulated, well on its way in the transformation, bulletproof balance sheet, has incredible leadership & loyal shareholders. Come tap into the GME community and be welcomed with open arms
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Mike Alfred
Mike Alfred@mikealfred·
When things are going against them, short sellers will resort to every trick in the book, including illegal activities, in an attempt to stop their losses. In most cases, these tactics ultimately prove unsuccessful unless the fundamentals are on their side.
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Just a statue
Just a statue@Cryptobally2·
What do you think the masters portfolio nets in the next 3 months? Assuming his $$ are spread equally accross this portfolio
Sam Brennan@SamBreAI

We have the big Q4 moves to take advantage of before what I believe will be a severe but relatively short period of asset price deflation I'm incredibly confident in my equity positioning, to the point i've just sold off nearly all my GOLD, SILVER, PALADIUM, PLATINUM, URANIUM & miners CFD's to add even more to: $GME, $RIOT, $CLSK, $GLXY, $BITF, $WULF, $CIFR, $IREN, $MARA, $HIVE, $SBET, $BMNR, $BTBT, $WYFI, $SLNH, $BKKT, $ASTS, $NIO These remain the same as before (no additions): $CRV, $CVX, $XRP, $LINK, $QNT

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Sam Brennan
Sam Brennan@SamBreAI·
We have the big Q4 moves to take advantage of before what I believe will be a severe but relatively short period of asset price deflation I'm incredibly confident in my equity positioning, to the point i've just sold off nearly all my GOLD, SILVER, PALADIUM, PLATINUM, URANIUM & miners CFD's to add even more to: $GME, $RIOT, $CLSK, $GLXY, $BITF, $WULF, $CIFR, $IREN, $MARA, $HIVE, $SBET, $BMNR, $BTBT, $WYFI, $SLNH, $BKKT, $ASTS, $NIO These remain the same as before (no additions): $CRV, $CVX, $XRP, $LINK, $QNT
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Keşfet

@JoshMandell6 @DavidSacks @Matt_vlietstra @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates