
Jason Moustakas
508 posts


@NathanielSami No embarrassment was found in this video and they were laughing at his blatant sidestepping of the question on a technicality. Disgusting.
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@DriftProtocol 1. What do users do right now?
2. What is the best and worst case scenario?
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Earlier today, a malicious actor gained unauthorized access to Drift Protocol through a novel attack involving durable nonces, resulting in a rapid takeover of Drift’s Security Council administrative powers.
This was a highly sophisticated operation that appears to have involved multi-week preparation and staged execution, including the use of durable nonce accounts to pre-sign transactions that delayed execution.
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@oscarswillis “Because I’m smart “is usually never a good thing to say. Lol.
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@SpellKeely @PortfolioXpert Price is down now so if you have to sell it’s an unfortunate time but I would not be concerned about it going to zero. Wall Street and the world have invested billions in infrastructure to support bitcoin they’re not gonna let that investment go to zero.
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@PortfolioXpert I bought bitcoin five years ago and I don’t watch the market. I just knew it was a long-term investment, but I could really use the money right now and I’m nervous that it’s going to go to zero and I lose it all. I know nobody wants to give advice, but I wonder if I should sell.
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Just to be clear: the earlier post was never a bull vs bear call. I wasn’t predicting up or down. I was explaining how price discovery is happening right now, period.
In Bitcoin, like gold, equities, Treasuries, or any market with derivatives, price is set by the marginal trade flowing through the active float futures, ETFs, perps, options, not by long-term holders in cold storage.
Self-custody preserves ownership, not price control. There isn’t a “real” price and a fake” price, there’s one price, discovered where trading occurs.
“Pushing back on that mechanism doesn’t change it. Understanding it matters!”
#Bitcoin
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@PortfolioXpert @muddyboots0705 You did say in a comment that it would be a long time before we see an all-time high again. That implies at the very least some directional limits.

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I didn’t say anything about the direction I’m talking about the supply how derivatives work it very well could be higher here. That’s not what I’m talking about. Please read the post again. I didn’t say it was going up or now answer why it’s been going down and nobody can figure it out, obviously
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So here’s the issue you get influencers like this guy have a quarter million followers and they claim they don’t know why it is declining… it’s because they don’t understand basic mechanics of price discovery.
They don’t understand that the marginal buyers or the float determines price they think the onchain bitcoin is that is the price discovery
Well, it was once upon a time but now..
Once you can synthetically manufacture the supply, the asset is no longer scarce and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.
This is exactly what has happened to Bitcoin.
This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.
The original premise that no longer exists
Bitcoin’s entire valuation logic was built on finite supply (21M) and inability to be rehypothecated.
That died the moment:
•Cash-settled futures
•Perpetual swaps
•Options
•ETFs
•Prime broker lending
•Wrapped BTC
•Total return swaps
were layered on top of the chain.
From that moment forward:
Bitcoin supply became theoretically infinite.
Not on-chain in price discovery.
The metric that explains the collapse
Synthetic Float Ratio (SFR)
Once you can synthetically manufacture the supply, the asset is no longer scarce — and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.
That is exactly what has happened to Bitcoin.
This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.
Why Wall Street can now “trade against” Bitcoin
They do exactly what they’ve done in every commodity market:
1.Create unlimited paper BTC
2.Short into rallies
3.Force liquidations
4.Cover lower
5.Repeat
They are not “betting” — they are manufacturing inventory.
The same 1 BTC can now support:
•An ETF unit
•A futures contract
•A perpetual swap
•An options delta
•A broker loan
•A structured note
All at once.
That is six claims on one coin.
That is not a market.
That is a fractional reserve price system.
The ₿itcoin Therapist@TheBTCTherapist
Bitcoin actually tagged $73,000 today, which is borderline insane. What’s remarkable is no one actually knows what’s happening and why price is going down. It’s all predicated on some BS glitch narrative from 3 months ago and the 4 year cycle which means absolutely nothing.
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@MayorofMemphis @SaraForTexLege You might have some timing and facts off the greatest expansion of middle class happened after World War II and after a lot of monopolies were broken up and regulations were applied after the 1929 crash. So the most middle class growth, happened post guard rail implementation.
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@SaraForTexLege If this is true, I just have one question... Why did the largest growth of the middle class in the world happen BEFORE your guardrails - when Henry Ford CHOSE to create it? Because the American spirit is not from your forced legislation, it is from FREE men, INSPIRED.
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Unchecked capitalism is the cause of the male loneliness epidemic and the radicalization of young men.
Allow me to show my work.
Capitalism is the best economic system in history, but it only works with guardrails. Strong unions, social safety nets, accessible housing and education, fair wages - these are all things America USED to have.
It’s why families could survive on one income, and women who wanted to stay home could choose to. The days when men could work 40 hours at a blue collar job and support a family of four.
That all changed with Reagan and supply side (AKA trickle down) economics. As things became more and more expensive, women were forced into the workforce. There was no other choice. I was a child during this transition. My mom WANTED to stay home with us. My family couldn’t afford it. I was part of the latchkey kid generation.
But through the transition, men were still raised to believe that they were the breadwinner - that their only identity in life was to go to work and be a paycheck - and when rising costs and stagnant wages made that increasingly impossible, they automatically internalized that they were a failure.
Enter the podcast bros. Instead of this being correctly labeled as society failing men AND families, they grifted on the idea that somehow women were to blame, and feminism was the devil. And while it’s true that women gained more freedom once they were able to get their own credit cards and apply for their own mortgages, it never meant that we stopped wanting love, children and families.
But with the rise in popularity of the “blame women for everything” movement + the new freedoms, women did start to naturally shy away from traditional norms.
Men hated us for not wanting them, then women hated men for not wanting women, and grifters capitalized on this growing divide by making content that has - quite honestly - RADICALIZED young men that they shouldn’t even try.
Women are the enemy. They only want money. But since the world isn’t set up any longer for individual success, then it’s women’s fault, and everything sucks, and why even try?
I’d be angry as fuck too.
You want to un-radicalize young men? Bring back HOPE.
Fix our system. Bring back our unions, bring back workers rights, provide education, support universal healthcare, build affordable housing.
Let men and women BOTH know that they will have the tools to succeed in this country if they want to. Because no one has that now.
The larger the gap grows, the more workers rights are stripped away in favor of corporate profits, the more hopeless we all become.
Men shouldn’t be fighting to take away the rights of women - they should be fighting WITH US to restore opportunity for us ALL.
This video touches on how the banner of “conservatism” has been a lie all along, and how “othering” has been so incredibly damaging to our country.
STOP blaming us and JOIN us - because we ALL need our country back.
Please excuse the frequent pauses, when I recorded this I had just been released from the hospital with pneumonia. 😬
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Jason Moustakas retweetledi
Jason Moustakas retweetledi

if @mentfunding reaches 15k followers in 24 hours
@grok picks random person that replied + reposted.
$1,000,000 Futures Evaluation Giveaway.
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Jason Moustakas retweetledi

RFK Jr. spoke at the Governors Association meeting over the weekend.
He called on every governor—Republican and Democrat—to apply for SNAP waivers that cut out soda and junk food.
“I would urge every governor to apply for a SNAP waiver.”
“We spent $405 million a day on food stamps.”
“18% of that goes to soda and candy.”
“We are giving the poorest population in our country diabetes, and we're paying for it again at Medicaid.”
“Bad food is not cheap, it’s much more expensive in the long run.”
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giveaway time @grok
Prize: ???? (secret)
i need you to pick 1 winner below after 48 hours has passed, everyone must reply there discord tag.
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@420roundabout What a fucking toggaf, anyone who sees the chat bots as anything more than tools are insane. Denounce them as antichrists.
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Wanna know what the plan is, what makes us stand out, this is where you'll find it.
🐒🫶🫵
ALEX THE PARROT@AlexOnSolana
🦜 Meek meek, exciting news, everyone! 🚀 Join us for our upcoming Twitter Spaces where we'll dive into fascinating discussions, share fresh ideas, and connect with amazing voices in our community! 🎤✨ Don’t miss out - mark your calendars and get ready for epic banter ! Partnered with @IMSOnft_Chris And our guests will be @Web3Spud @GalacticGeckoSG @bonk_inu @neiro @nftowned Turn the notifications 🔔 on.
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@SRSroccoReport Can you lay out the scenarios which you think would be bad for bitcoin here? Tethers job is to take USD and provide a Crypto token that maintains an equal value to the dollar, US treasuries meet that criteria. What’s the problem?
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Jason Moustakas retweetledi









