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60 posts

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@InverseBear29

Katılım Aralık 2021
41 Takip Edilen18 Takipçiler
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__m_@InverseBear29·
@scottmelker What exactly did he help do?
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The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
JUST IN: 🚨 TRUMP’S CRYPTO AND AI CZAR DAVID SACKS EXITS ROLE
The Wolf Of All Streets tweet mediaThe Wolf Of All Streets tweet media
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__m_@InverseBear29·
@martypartymusic Okay so what, institutions are really loading up on SOL and SUI?
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MartyParty
MartyParty@martypartymusic·
Why is this Clarity Act the 3rd biggest opportunity to generate wealth since 1913 and 1971? In 1913 and 1971 the infrastructure of money was changed. We are watching the 3rd transition of money happen in front of our eyes in 2026. Last week Kraken received the first Federal master account bypassing banks. Genius and Clarity Act create an alternative infrastructure for money bypassing banks. This is the 3rd monetary transition and most are distracted by war and narrative. People the floodgates into crypto are about to open as banks are being deprecated. Those that seized the opportunity in 1913 and 1971 became the wealthy. This is your chance. Don’t f this up. Institutions are buying it all up and you are listening to cycle narratives? Really? You are falling into their trap. Clarity Act is the floodgate out of banks into Stable Coin and Bitcoin and the institutions are quietly buying it all up while you have been scared out by narratives and self fulfilling prophecies. Snap out of it. Turn on your DCAs. Remember this post.
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__m_@InverseBear29·
@Miguelcmm1 He is not beating Sinner. If anything, it will be a valuable lesson for him to see the gap to get to the top.
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EL MANICOMIO DE FOKINA 🤪🎾
Es 100% el mejor partido de la carrera de Fonseca. Si juega como hoy mañana puede ganar a Sinner. No ha tenido ningún sentido lo que he visto hoy.
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__m_@InverseBear29·
@Umbisam @jiahanjimliu Are you no longer invested in IREN? Also, caught IBRX somewhat early thanks to you 🙏
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Jim Liu
Jim Liu@jiahanjimliu·
$IREN: How HBM Price Increase is Passed On Higher Cost, Higher Topline, Longer Payback, Same Profit This seems to be getting interest so I"ll explain the math in a simplified example. We don't have the final Mackenzie contract to do real numbers. Example Assume GPU+HBM cost $90 and you get $20 every year for 5 years. Payback Period: 4.5 years Profit Last 0.5 Years: $10 Now raise GPU+HBM price by $10 to $100, and you get $22 for every year for 5 years. Payback Period: 4.5454545 years Profit Last (1-4.5454545) years: $10 Why You are trying to amortize a higher cost the payback years which is shorter than the profit years. Since division is non-linear, adding same number to numerator and denominator increases the overall number which lengthens the payback time. However since the revenue is higher per year, you need less time at the end to earn back same amount.
Lazarus@Lazarus_Capital

lol. Sleight of hand from $IREN to dupe investors. Previous Guidance was $1B ARR for M. & C.F. on 40k b200s at ~$46k each. NOW $1.3B ARR for M&CF on ~50k B300s at ~$59.5k each. B200 "payback": 1.84 years B300 "payback": 2.29 years Payback period gets worse but "ARR" headline gets bigger. NOTE: Prices paid for GPUs is based on orders from 2025, NVDA has stated they have raised prices since then. @RealJimChanos has been spot on for calling attention to their (lack of) margins.

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__m_@InverseBear29·
@martypartymusic @fundstrat Don’t even think he would have predicted a drawdown to these levels this quickly.
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MartyParty
MartyParty@martypartymusic·
So the head of @fundstrat Digital Asset Strategy called these levels: - $BTC 60-65k - $ETH $1800-2000 - $SOL $50-75
Milk Road@MilkRoad

Damn, @Fundstrat's Head of Digital Asset Strategy, @SeanMFarrell, pretty much nailed this market downturn with a call made back in Dec! "My base case is a meaningful drawdown in 1H 2026" $BTC falling to $60k-$65k ✅ $ETH to $1.8k-$2k ✅ $SOL to $50-$75 🟡

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__m_@InverseBear29·
@FidelCacheFlow In a HCOL area, this is very true. Statistically you’re doing much better than most, yet it doesn’t actually provide the lifestyle you would think those numbers should provide
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FIDEL CACHE FLOW
FIDEL CACHE FLOW@FidelCacheFlow·
Will die on this hill $250-500k/yr job $750k-1.5m Home $>1m, <$5m NW 6 figure garage 1-2 vacations per year Is middle class not ‘rich’ & you can’t convince me otherwise
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Bella
Bella@BellaBaddie__·
An actor who nailed a role so hard that nobody else will ever be able to live up to it… GIFS ONLY
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__m_@InverseBear29·
@unusual_whales The Doc Rivers of the stock market: one right call years ago and still coasting on it
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unusual_whales
unusual_whales@unusual_whales·
Michael Burry of The Big Short fame has said, “Bitcoin is not worth anything. It’s the tulip bulb of our time.”
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Heisenberg
Heisenberg@Mr_Derivatives·
One of the issues with X is when you are reading a tweet or watching a vid, and you accidentally click the refresh button only to never find those tweets/vids ever again… Need a YT view history like section of some sort. Imho.
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David
David@david_eng_mba·
THE SIGNAL: The 0.40x Volatility Anomaly (And Why It Forces Price Up) This is an important graph is structurally bullish. 1. The Disconnect (The Fuel) The market is mispricing reality to a historic degree. Realized Volatility: 37.8% (How Bitcoin is actually moving) Implied Volatility: 15.1% (How the market is pricing it) Ratio (IV/RV): 0.40x This mismatch is unstable and will not last 2. Why This Pushes Price Higher Because volatility is "on sale," traders are buying Call Options (bets on upside) instead of Puts (bets on downside). 3. The Feedback Loop This creates a forced buying cycle. This structure is primed to turn a small rally into a vertical move as Dealers are forced to chase the price. $BTC #Bitcoin #VolAnalysis #GammaExposure
David tweet media
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__m_@InverseBear29·
@CryptosR_Us If Raoul Pal says something is going to happen, you can guarantee it’s not going to happen
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CryptosRus
CryptosRus@CryptosR_Us·
🚨 RAOUL PAL ISSUES WARNING FOR 2026! "The hardest thing that will probably happen in 2026 is Altcoin Season, and you'll see endless posts on X that I've made a 20X in a month and you'll be chasing everybody else's returns. Most of those people don't make it." Raoul's tips: Learn to avoid FOMO, hold quality assets like Bitcoin or Ethereum, and steer clear of leverage to protect your portfolio. "If you want to have a DGEN bag, keep it to 5 or 10% of your holdings."
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__m_@InverseBear29·
@Vivek4real_ Do you ever post real news?
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Vivek Sen
Vivek Sen@Vivek4real_·
🇺🇸 FIDELITY JUST BOUGHT $108,000,000 WORTH OF #BITCOIN YOU ARE SCARED, WHALES ARE BUYING
Vivek Sen tweet mediaVivek Sen tweet media
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John Squire
John Squire@TheCryptoSquire·
XRP hits 50 dollars. What’s the FIRST thing you do?
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__m_@InverseBear29·
@IncomeSharks What do you mean by intentional trap?
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IncomeSharks@IncomeSharks·
If you want to talk conspiracies look back at October 7th where we saw over 2 billion in Bitcoin ETF inflow volume (the second largest ever). 72 hours later we saw the largest crypto liquidation event. Either large inflows mark local tops or this was an intentional trap.
IncomeSharks tweet media
IncomeSharks@IncomeSharks

Actually wild to see how much in Bitcoin ETF inflows we saw on October 7th. Both times (big green spikes) have now marked local tops. Makes me think we have some big negative outflow days coming which could actually mark the local bottom.

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__m_@InverseBear29·
@Vivek4real_ Source please. 🙏 if there is one
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Vivek Sen
Vivek Sen@Vivek4real_·
WHILE YOU ARE SCARED, THE UAE NOW OWNS OVER $900,000,000 WORTH OF #BITCOIN OIL MONEY IS BUYING THE DIP
Vivek Sen tweet mediaVivek Sen tweet media
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__m_@InverseBear29·
@steve_hanke So at one point would you admit you’re wrong?
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Steve Hanke
Steve Hanke@steve_hanke·
Since DAY ONE, my position has remained consistent: BITCOIN = A HIGHLY SPECULATIVE ASSET WITH ZERO FUNDAMENTAL VALUE. END OF STORY.
Steve Hanke tweet media
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__m_@InverseBear29·
@pete_rizzo_ I cannot recall this man ever calling something correctly
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The Bitcoin Historian
The Bitcoin Historian@pete_rizzo_·
BILLIONAIRE BITMEX FOUNDER SAYS #BITCOIN WILL BE IN A BULL MARKET UNTIL 2028 BE PREPARED 🔥
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Midas
Midas@midascabal·
Jane Street takes a near 10% position on $ASST. Bullish for crypto DATs.
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Ted
Ted@TedPillows·
Are you buying?
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__m_@InverseBear29·
@ZssBecker This dude has more wrong calls than Raoul Pal
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Alex Becker 🍊🏆🥇
Alex Becker 🍊🏆🥇@ZssBecker·
2026 is going to be the biggest bull in crypto history and it’s kind of obvious.
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