Mac 🐺

bitcoin timeline Q3 2026 lows in Q4 2026 sideways and re-accumulation Q1 2027 will see some good opportunities across alts, easy mode Q2 2027-Q3 2027 boring PA maybe a flash crash if equities top Q4 2027-2028 we finally see easy mode come back. we pump our garbage one last time

@aleabitoreddit 1M next month 💪🏽

I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious foreign accounts, sending coercive messages the moment I mention a foreign ticker If I hold an opinion about a stock, I'd prefer not to have anyone show up on the street with a knife at night since it's safety risk at this point... Never felt like I'd have to take that into consideration for holding an opinion. 2. Egregious media narratives - Lot of outlets try to dismiss my ideas like $RPI or $SIVE as "meme stocks" or me as "meme trader" when I talk about supply chain chokepoints or fundamental catalysts to revenue due to AI. Without ever covering the core ideas or hyperscaler mapping I've done. I let success validate my ideas, but it's annoying when they can just pretend their claims like "___ will imminently crash as a fact" which ends up not happening. Or that "___" is just a retail meme stock without mentioning $JBL, Ayar, $GFS or others for CPO scale up or pluggables. I'm grateful to some outlets, like in Belgium for $XFAB coverage, but many others try and paint their own narrative rather than covering a very nuanced thesis objectively. - When I mention a ticker in a foreign market, some try to frame me as some "adversarial account"! I'm just sharing ideas, and I'll always disclose positions/financial interest if I have them. If I say I have none, they just make up some narrative that I'm some foreign institution or random group inside their country that does. Some have even tried hilariously forging screenshots of me to harm my reputation, which was annoying to deal with. Since it's easier to textedit a photo and spread it around than it is to dispel disinformation. Lot of institutions know me personally by now. I just don't go broadcasting my identity to random people in the media/public, since personal security gets expensive and I just want to live about my day. 3. Endless X bot spam - I have endless hundreds of comments a day trying to link external communities pretending they're me. I manually delete, and block thousands of these accounts, sometimes hit regular people by accident. And it's extremely exhausting to the point my fingers cramp certain days. Even if I give the most blatant warnings in bio, people still get scammed and think it's me. Then I get blamed for it too. I actually had a conversation where someone asked if a scammer was me. I said no verbatim, then they double checked like 2-3 more times because they didn't believe I said no because someone had the same username on another scam platform. In another world, maybe we'll get automod type tools. But until then, it's mentally exhausting dealing with all of this. But I do so anyways since I don't want my followers to get scammed. 4. Endless engagement baiting - I have tons of people making up fake stuff about me, tagging me in posts, randomly bashing my ideas while missing any technical nuance in order to get me to comment or farm views. It's a catch 22 since the moment I reply, they get a lot of views, which was their goal. And if I don't reply it just looks like I'm avoiding something (which is not true). I'm very transparent, I always try and entertain people who disagree first. But when it gets into personal attacks or leading questions/disinformation rather than substance then I don't engage. It's a little sad though when people I've interacted with end up caring more about engagement over relationships down the road. 5. People missing the nuance - I share ideas pretty often and I always maintain I don't want people to copytrade or blindly follow, which is why I haven't set up any copytrading apps. Before it was just posting with a few $RDDT friends on ideas like $AXTI, $NBIS, or $ALAB, and people were more knowledgeable traders. Then seeing if markets validate my guesses like with InP substrate bottlenecks. But because many turned out directionally right, to the point it became a central talking point between China/US trade relations, lot of random folks started to follow my account last few months. But many of them miss nuances with float dilution, or material updates along the way such as rate hikes, and I get blamed if a thesis changes. Now since there's so many random people, even if I share an idea about $CBRS last Friday. At market open I had people panicking over a 2% drop, asking me if I did something to a $44B+ company, even if it went up 20%+ today. Now I have compliance review for posts, which delays things a lot but makes sure people don't get the wrong idea. And I have to be careful about my timing, so I post new ideas when markets close. Before, it was just sharing ideas the moment I had them during lunch or in the shower, so this is becoming a headache. 6. I post my core ideas for free. And I've always said this from the start. I actually made my subscribers chat literally by accident, and set the bare minimum amount on purpose since I didn't want to take people's money. But kept it so I could avoid the bots and not spam the main timeline with random thoughts/scrapped research. I think me becoming the #1 most subscribed to person on X was literally by accident. But lot of weird narratives out there when media or others don't believe that I just genuinely want to share my ideas for free. And that people shouldn't need to pay $300 in a paywalled community to see them. _ Not sure if people want to read it all, but just some things I've gone through. It's not as much fun at higher numbers and it would be nice to go back to when I was smaller. Regardless, I'd rather not turn this into a job, or make it feel like one. Will probably take a break when I hit 1M as a milestone and do something else that will help out the community like sharing my research pipelines and such. Think a lot of my friends at 10-50K follower counts, seem to experience some of these issues too. But problems get magnified a lot at this level. I never needed the X creator fees or anything, just wanted to share ideas for fun if people wanted to listen. And didn't expect any popularity, but it's nice to see that people find my ideas compelling.

during summer months there is usually more activity on CT, even now when everything still looks like shit. I don’t know if crypto traders get bored or get some extra dopamine from the sun but I have seen this happen every year past few years. unironically last summer I hit $PENGU here which turned out to be the biggest trade for me. Is there anything worth looking at this time around, idk

@blknoiz06 yoo congrats brother

hit 1M followers at the stone bottom of the market 🥳

@Ashleyworld0 can’t win everytime. himx - loss wyfi - win pva - win

@MacnBTC you shill himx too bro

been shilling memory for a while, including $MU from $400 I think this trend will continue, buy liquidation cascades and sell higher. Enjoy easy mode while it lasts

@blknoiz06 right thesis, but 6-12 months too early?

thesis around buying bitcoin spot here is same as its always been hardest form of money non-seizable by govts & transferable cross borders instantaneously w/ out hassle, not affected by persistent devaluation of dollars & long term store of value to preserve wealth digital gold thesis took a hit in 2024/25 as gold outperformed during its first real rally since not making new all time highs since ~2011, believe that all it would take for confidence to return to this thesis would be momentum to the upside agree w/ @_tolks on dxy strength & upwards movements in rates dragging down gold but we are near peak hawkishness as inflation should subside as strait of hormuz reopens & gives room for warsh+fed to cut instead of hiking, lots of people sitting on realized gains from ai stocks & will diversify into RE+Cash+long term SOV of which gold & bitcoin both fit into that LT portfolio, insti interest from people like Paul Tudor Jones still present even with current negative press of saylor situation ive been very bearish btc because of saylor & didnt think 60k would hold at beginning of june but am reacting as buyers stepped in at key level, feels like we are currently pricing in the peak worst scenario of him having to sell as is evident by price action with mstr & strc, even if he does need to sell btc wont have to do so for ~6 months+ buying bitcoin here into beginning of Q3 is good trade setup at long term historical support converging with worst sentiment ive seen on the asset

don’t see any reason for crypto to bottom out this year. prices keep making new lows every week, and we are yet to see months of reaccumulation. this isn’t an excuse to not do anything. bear markets are for research and sharpening your skills so you can make it next cycle.

@aleabitoreddit hate always comes from below

I think u must be new here. Many of my ideas get intense backlash at the start, especially the more original they are. $AXTI - endless hate to the point I got banned from the $RDDT WSB forum. They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions validated their InP substrate position many months later. $RPI - everyone called it some meme stock. Literally Bloomberg, Financial Times, and others went out and called it a meme stock with no fundamentals. Analysts went and said the idea was stupid and said it was going to crash “as a fact”. Earnings came out? Blew away any projection with 58% fwd revenue growth. But they seem to have forgot all the backlash they threw out at me, while they’re citing it as a high growth ai hardware company no. $SIVE? Everyone called it a “meme stock”. I get bunch of hate from Swedish media all the way up. Bunch of people didn’t understand the technical nuances, and they keep throwing personal attacks for some strange reason. But as you know it’s probably my most successful idea and it’s validated so far by institutional buying from Fidelity Research, JP Morgan as well as formally announced partnerships from $JBL to $GFS. Same hate with: - $AAOI at $30, when everyone called management a “scam” or “shady” - $LITE at $300 when everyone called photonics a “bubble” - $RKLB at $20 when everyone thought it was a low revenue launch company that was a bubble. I actually got temp banned from WSB from posting about Rocketlab since moderators didn’t like the stock. - $HOOD at $20 when everyone recalled them freezing GME buys/sells - $IQE at $12 when people thought it was just some random crap $100m company over in the UK with “no actual photonics partnerships” - $SOI at $44 when European bank analysts thought it was “overvalued”and my thesis wasn’t anything new - $NBIS at $75 when everyone in the $IREN camp said I was spreading Russian propaganda and that they had no moat - $INTC at $115 when everyone thought they couldn’t compete with $TSM - $MRVL at $85 when everyone thought they were losing ASIC share to Broadcom. - $AEHR at $35 when everyone misread their earnings and thought they had no revenue - $EWY at $115 when everyone was crying KOSPI was a bubble and LNG/helium/oil would disrupt the memory trade Can go on and on… I do read a lot of the comments, which is why I remember a lot of the hate (probably either jealously, impression farming, or lacking the technical depth is my guess). But I think at this point, people can just see each thesis validated over and over again. And the success in markets drown out the old noise. Good thing is markets are the final arbiter of what’s right or wrong, not the angry comments or posts on X.

honestly so crazy if u think about it

@bearlyai skill issue

users are pushing Claude Fable capabilities to the limit

@Trader_XO most people trade for dopamine. It’s just gambling with charts. If you have an addictive personality, smoking, snus, drugs, alcohol, you’ll probably blow up. imo money comes after 5+ years of doing this when the dopamine stops

Most people say they trade to make money, yet most fail to do so. So what is the deeper reason you’re drawn to markets?

@citrini @Rewkang huge

Disclosure: Citrinitas Capital Management Inc is an investor in Robostrategy. citriniresearch.com/p/citriniresea…

Robotics likely won’t have a “chatGPT moment” until we’re well into the industrial ramp for the next gen of automation, meaning you’re getting a nice opportunity to be long improving fundamentals right now and the catalyst of widespread attention is still waiting in the wings.

@Trader_XO insane play bro gg

Any questions ?

still a lil bit to go $SOL

the flippening

@Trader_XO Its time to hop over to stocks bro

Some of the bases being built on alts are.... fascinating Just need a burst of momentum and we may get to play musical chairs for a short period.

@blknoiz06 sol $75 hype $72 the flippening

there is still time for you to do this btw

GUESS WHAT ANON? After today’s new news with Ayar joining Nvidia NVLink fusion. $SIVE is now the laser source for likely: The entire Nvidia’s NVLink CPO listed supply chain ecosystem partners. From Marvell Celestial, Lightmatter, and now Ayar today (the three listed in NVLink CPO). This is why I call $SIVE a structural photonics laser chokepoint over CPO and now Nvidia ecosystem supply chains. -> Celestial was likely a direct customer to Sivers, not through Poet. (2023 investor presentation mapping), then bought by Marvell. -> Lightmatter was also listed there as a customer in 2023 investor presentation deck mapping. And… Guess what else? Then they all happen to use GlobalFoundries. Which Sivers is now the GFS silicon photonics foundry-level reference laser (also new news yesterday). Supply chain mapping all starting to make sense now anon? Sivers is also likely now the primary laser source for Ayar after they removed Macom/Lumentum their laser supply chain section (now just gfs/sivers), as a cherry on top. Algorithms completely miss this type of image based mapping. After this announcement, I personally think current valuations are very undervalued: Given Sivers now holds one of the most important structural laser chokepoint over Nvidia CPO NVLink ecosystem supply chains.

First Podcast Appearance in 5 years Building a Robotics focused investment firm has been one of the most fascinating experiences of my life Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry