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JR28
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JR28
@ExploreKitchens
Remodeling in Northern Virginia since 2018 | BTC Treasury mindset 2025 | Multi-Sig standard | 🍊 only. Thank you @AbundantMines
McLean, VA Katılım Haziran 2011
7.5K Takip Edilen2.8K Takipçiler

We just released our EMA Q2 Letter to our investors. The Manager's Statement is below and a link to the letter below that.
Managers Statement
The Iran War and fears of a "hawkish Fed" caused gold and silver and mining stocks to take a hit in Q2 2026.
The Fund was down 20% in June leaving it down 22% year to date. After being up 174.5% last year we are not surprised by, or concerned with, this pull-back. As we fully discuss in the attached quarterly report, the "monetary debasement trade" is not dead. It is simply taking a rest after an outstanding 2025.Despite fears of a hawkish Fed we explain why this is unlikely and we show you the math which strongly supports our position.
Monetarily nothing has changed except we now have a Fed Chairman who says he is committed to fighting inflation. We will show you why he cannot and will not.
When the market begins to understand the Fed's dillema, the asymmetry in our portfolio will carry our positions much higher. Please read the report for a fuller explanation.
What started last year is not over yet. Not by a long shot. In 2025, Gold was up 65% and silver was up 145%. In fact silver increased 311% from its 2025 low to its 2026 peak. These are not normal moves.
We view this as: GAME ON for the monetary metals. All we need to do is be patient.
If you have any questions or concerns, please do not hesitate to reach out.
drive.google.com/file/d/17y9f9X…
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🟠 Daily Bitcoin Report July 16, 2026
📊 PRICE ACTION
Open: $64,714 | High: $64,942 | Low: $63,808 Current: ~$64,132 | Change: −0.90% (candle still open)
Digestion day. BTC is consolidating just under $65K after Tuesday’s breakout close, holding the entire CPI-day gain. The dip to $63.8K was shallow and bought no follow-through for sellers.
📈 TECHNICAL READ
Trend Exhaustion: 53 flat at neutral for a third day. Price up 6% from Monday’s low with momentum still uncommitted. There’s a full tank for whichever direction breaks the coil.
Lower BB: $58,746 | SMA: $62,459 | Upper BB: $66,172
Textbook bull-flag behavior: a two-day rip, then a sideways drift on declining volume just under the upper band. The rising 20-day ($62.5K) keeps tightening the floor beneath the range.
🔍 ON-CHAIN / FLOWS
→ The pullback driver was macro, not crypto: hot retail sales and industrial production sparked a hawkish repricing yields backed up, dollar firmed. Two days after CPI killed the hike scare, strong growth data partially revived it. This tug-of-war is the range. → ETF flows nearly flat today (+$10M). July’s pattern: choppy, alternating, neither side holding more than three days and the 30-day trailing number is still −$4.13B. The June hole is far from refilled. → JPMorgan flags the steadier signal: leveraged Strategy ETF inflows have been positive for seven straight weeks, and BTC futures flows their preferred institutional gauge remain positive beneath the choppy spot ETF surface. → Sentiment floor intact: Fear & Greed at 26, retail positioning below its 30-day average, and social volume at a two-year low.
📰 TODAY’S NEWS
1/ The AI trade cracked again Micron, SanDisk, and Intel fell 4–8% and the Nasdaq slid 1%, while Bitcoin barely moved. That’s now three separate sessions this month where BTC held steady through an equity or geopolitical shock.
2/ Strong retail sales complicated the dovish glide path: September hike odds had fallen to 48% after the Beige Book, and today’s data pushes back the other way. The FOMC on July 28–29 is live again as a two-way event.
⚖️ WHERE WE STAND
Quiet tape, strong structure. BTC is flagging under $65.5K with a rising floor, reset momentum, apathetic sentiment, and institutional futures flows leaning long while absorbing hawkish growth data and an AI-stock rout without breaking.
Stay Informed ⚡️

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@AAStack @LukeDashjr Still don’t node what it is.
Anyway, we clipped $65k again. Mine you later yall
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BIP-110 scoreboard, 9 months in since it was submitted:
Miner support: 0.42%
Major pools signaling: 0
Successor proposal: none (huge 🚩)
Plan after the 1-year expiry: none published
@LukeDashjr own words: this is “only the beginning.”
They’re not asking you to approve a fix. They’re asking you to approve a precedent.
Food for thought 💭
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@Hodlstay Mining.
I believe utilised correctly, eventually, Bitcoin mining will be acknowledged as the greenest technology invented in the entire 21st century
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@ExploreKitchens @nikitabier Because bitcoin is good?
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Bitcoiners everywhere…
Thx @nikitabier
GIF
Nikita Bier@nikitabier
We're rolling out a small tweak to boost visibility of your posts to your mutuals (people who you follow back). We noticed this data was missing from the algo and it made your friends appear less in your replies. This resulted in the reply section feeling more like a battleground with people you don't recognize. This should also help clusters form around interests more easily, which many people have asked for.
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I bought my house in March 2023. The price was $490,000, which was 24 BTC at the time.
Today it is worth $615,000, which is 9.5 BTC.
In about 3 years my home value has increased 25% in dollars.
But it has lost 60% of its value priced in #Bitcoin.
Real estate is COLLAPSING 📉
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@TheBTCKnight The more you know, you know about @PeoplesReserve Nod
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Buy BTC or buy a house.
Technically owning BTC would be more profitable.
But we all need a place to live specifically if you are married and/or have kids.
And ownership is better than renting imo.
I personally would never own more than one house.
Real estate is a headache.
After the first house put everything into bitcoin.
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The median house price within a 3 mile radius of where I am is $1.2M.
Thats 18.5 Bitcoin.
The down payment needed is $240k. Or 4 Bitcoin.
The monthly mortgage payment would be $7.5k to $9k.
Insurance per month $500
Utilities per month $1000
Maintainance per month $1000
Taxes per month $1250
So thats $240k dead for 30yrs, and close to $12k a month for the privilege.
18.5 Bitcoin in 30yrs could be worth up to $75M
Monthly expenses over 30yrs is around $4M. Averaged monthly over 30yrs thats up to 5 extra Bitcoin.
So, rough math:
Over 30 years a house costs $5.5M in todays money...which of course is debasing like hell. Potential equivalent Bitcoin value after 30yrs is $100M.
These are not luxury houses. Not a great place to raise kids. Uncertain tax and crime stat future. Make it make sense...

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@GaryCardone Mined with @AbundantMines 🍊, like, evvverryyday. Thank you both.
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