RetailPleb

@LawrenceLepard You think in june or July - or wait until Sept? I personally think hold over summer then cut in Sept … let inflation cool & Iran war to settle then boom

Non consensus view. Warsh will cut. He will use the AI Productivity and trimmed inflation excuses. Will claim all the war inflation is transitory. Two data points from today's WSJ support this view. Kevin Hassett, director of the White House National Economic Council, made the same case days earlier on Bloomberg Television. “We’re really likely to see rate cuts this year because of Kevin Warsh,” he said. “Nothing is more transient than a supply shock,” Treasury Secretary Scott Bessent said on CNBC last week, predicting a substantial easing in price pressures after “one or two more hot inflation numbers.” As Miran points out, inflation occurs with a lag. So, cut, juice the market, run it hot, all to help with the mid terms. My view, war is over. Oil will come down allowing this.

@Jethroe111 Fall of 22 I think u mean

Been sitting, having a beer and thinking about the angst I see everyday on this platform. I believe Bitcoin's CAGR over the next decade will be closer to 40% than 30%. One of the most difficult times in my life was the Fall of '21 in Crypto Winter. I was all in. Bitcoin slipped below $20k. The Bitcoin I bought at that time of Max Pain has had a CAGR of 55% to today. Even in this bear market. Don't overthink shit. You haven't seen anything yet.

@INDIANHODL @jameslavish @grok Is it not already happening?

@grok is this really a problem? What if they just ignore it? I mean really, who cares? Why can’t they just set a rule that government debt only pays a certain yield? Is that yield curve control? Why does that even matter? Isn’t the Fed balance sheet as a percentage of total outstanding debt actually historically at a low ratio? Don’t they have plenty of room to do temporary YCC to ride this out for a few years? If they don’t do it all at once, who will really figure it out?

As the 10 Year US Treasury yield explodes higher, pay close attention to what new Fed Chair Warsh and other officials say in the coming days and weeks. Why? 1. The 10 Year is the benchmark for just about all consumer borrowing rates in the US, including credit cards, auto loans, and mortgages. 2. The Fed controls the overnight rate by voting on the Fed Funds Target. But the 10 Year is set by the bond market itself. Buyers and sellers voting on inflation, credit risk, and Treasury supply in real time. 3. To keep consumer rates from following the 10 Year higher, the Fed has one tool left in the kit. Print money and buy the bonds themselves to force yields lower. Yield Curve Control. And that is what drives excess money supply and the next leg of asset inflation. Their words, and any fancy new acronyms, will be your first clue.

@SimonDixonTwitt Keep it up Mr Dixon ! 👌

I don’t have all the answers. I get things wrong. I’m just a human with lots of experience in a specialist area and obsessive personality. But I make my predictions public, I stand by them, and I’ve developed a framework that has worked very well for me over time. When I’m wrong I analyse that publicly too so we can all learn together. More people are ahead because of my work than behind. I also don’t need to monetize fear, outrage or engagement farming to survive, which means I can share my opinions without needing to manufacture an agenda around them. So I’ll keep doing that. If it’s not useful for you, tune out and unfollow. If you have alternative analysis, add it so we can all learn from each other. That’s why I’m here.

@bariksis 76

Buyers ate up that brief Bitcoin dip below $79K. I think it’s safe to say we have a floor ladies and gentleman.

@jameslavish So they gonna print but keep rates up ? 🤔

Good morning. For anyone expecting rate cuts next year, I have some bad news. Have a great weekend.

So $PLTR is basically the machine in @PersonInterest

@TrendingBitcoin When movie ? @saylor

The evolution of Michael Saylor's net worth Bitcoin

@historyinmemes Botox not filler

Face fillers are honestly kind of wild sometimes. With Sydney Sweeney, you can clearly read every emotion on Cassie’s face, while the other actress’s expression barely changes. Watching the scene muted, you might not even realize she’s supposed to be angry.

@WesVeve Seems reasonable

Breaking 🚨 Randy says his company DaCat can hit a $10 million valuation in 5 years and potentially become a billion dollar company. To date the company has made $0 in revenue

After being here for 10 years I’ve got a feel for price action. Hard to describe. And while I thought 60s was good place to buy heavy (just based on “value”) I believe that price action now is confirmation of uptrend & im more confident that we go up over next 6 months. It’s the depth of dips & the way they get bought I guess 🤷🏻‍♂️

Bottom is in or close Buying Btc heavy in the 60s

@CL207 Really good tbh . Happiest people I know do this spontaneously

i dont remember the last time i had a trouble or problem, or even the last time i thought of what potential problems i could have thinking about problems to begin wwith is a negative thought so i would never think that

cat significantly suppress unwanted thought, but also suppress thinking in general as a professional thought suppressor for decade now, i just dont have much thoughts daily, at all its hard to describe, could say dead but alive? but sounds bad, lets call it truly being happy😎

@MarkYusko Miss u on YouTube

My annual birthday Proof of Work video. 120 minus my age in pushups 💪🏼🎂 * I know I didn’t fully extend on a few in the middle, but finished strong… 😉

@saylor @TheBonnieChang @davidlin_TV Fantastic face and neck lift 👌

My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026. 0:00 - Strategy’s Bitcoin sale controversy 0:36 - Why Strategy may sell Bitcoin 3:12 - “Never sell your Bitcoin” explained 4:40 - How Strategy buys more Bitcoin than it sells 6:33 - Michael Saylor’s Bitcoin accumulation philosophy 8:04 - Using Bitcoin liquidity and market arbitrage 11:14 - Responding to Ponzi scheme criticism 13:32 - STRC trading patterns and Bitcoin buying 15:05 - What really drives Bitcoin’s price 17:58 - Bitcoin, macro risks, and Fed policy 19:43 - Bitcoin as digital capital and digital credit 21:52 - Strategy’s dominance in preferred stock issuance 23:09 - AI, digital credit, and Bitcoin’s future 24:36 - Saylor’s childhood inspiration and MIT story

@SimonDixonTwitt Newbie! 😂

OK. So I’ve been here since 2011. Spoke at the first Bitcoin conference in the world. Wrote the first book on Bitcoin. Invested early in over 100 Bitcoin companies from Coinbase to Kraken and everything in between. Created the first bitcoin bond. Launched the first Bitcoin VC fund. Launched the longest standing company in Bitcoin. Been involved in everything Bitcoin from the beginning and apparently I don’t get Bitcoin or investing?

@shahh Washed

One month ago, Warren Buffett said he’s waiting for a larger move to the downside. Since then: BTC: +22% NVIDIA: +17% AAPL: +16% S&P: +15% He’s sitting on $400 billion in cash and completely sidelined..

@elliotrades Ellio trades , man I respect your thick skin to still be here posting after all that’s happened .

Let me explain what just happened with Michael Saylor and Bitcoin. For years, the Saylor trade had one sacred rule: never sell the BTC. $MSTR Issue equity. Issue converts. Issue preferreds. Raise dollars. Buy more bitcoin. Repeat forever. The market treated Strategy like a one-way black hole for BTC supply. Until customers stopped buying equity. So he upped the ante with $STRC. STRC is a super high yield dividend stock paying 11% APY, which is.... INSANELY HIGH. Many called it a ponzi because, uh, where does the money come from? Strategy raised $5.58B with STRC in just a few months!! That means the machine now has a recurring cash obligation. Many traders on X beleived this saylor found an infinite money glitch and could keep buying BTC forever sending the price higher and issuing more STRC to spin the wheel harder... BUT today Saylor just admitted that he will have to sell some BTC to fund the STRC dividend. The infinite money glitch only works while capital markets keep funding the loop. Sell STRC, buy BTC, BTC goes up, issue more paper, buy more BTC. This is super logical, obviously he can't just promise fixed yield forever without selling stuff, but it fundamentally alters the narrative that has been driving this relief rally. Saylor / $MSTR are the single largest holder of Bitcoin in the world. When they say they "might sell some" It has the potential to change the dynamic of the entire crypto market. Saylor has proven he's a financial engineering genius, so I'm not gonna make any bold predictions like "ooh this is gonna kill BTC" ... but my friends it's not what you want to read as Bitcoin tries to break out of a bear market range during a midterm year.

@IvanOnTech Hahahaha hahahaha

BITCOIN PRICE UPDATE 🚨🚨 1. Weekly trend bearish 🧸🐻 2. No higher high on weekly 🧸🐻 3. Above bull market support band 🐂🐂 4. Altcoins - 99% Do Not Pump in Any Way 🧸🐻 WHAT I DO: RISK OFF; PROTECT CAPITAL Profit, Compound, Protect - Cycle after cycle. Never round trip, we will make many many millions this coming bull

That’s deep value at 60-63k per coin. I will not be shocked. Early bottom put in.