Sebastiaan Verborg

Replay is posted here: youtube.com/watch?v=gbBten…

$LODE That was a great earnings call. Congrats to the team! We got: - SSOF issues cleared up, LODE's ownership to mid 30%, with potential to 50%+. No more conflict of interest. Land valued at ±$275m, if they get more than 6$/sqft (not unprecedented, see below), it's higher. - Secured access to power equivalent to 250-300 MW. This is the last hurdle in order to unlock the high value monetisation for SSOF's land. - Mining assets - unequivocally stated to be divested - ideally in Q2. $50-60m - Green Li-Ion, projected to sell down at its IPO (ASX) this year (26H2). ±$20m Totaling $350m in divestment in '26 -> LODE mcap currently ±$200m. Further: - Strong progress on metal recycling; facility 1 commissioning & commercial production on track. Facility 2 location pinpointed & first permits filed. Only facility 1 will have the capex outlay for high-value refining of the tailings. - The one thing missing for me was additional concrete MSA's, but CDG seemed confident about the extensive pipeline. - LODE's board strengthened, resulting in better governance & alignment with shareholders. - Bioleum, no big updates, but seems to be chugging along fine. Kreisler (financier) looks to be out since this month according to Linkedin. 2026 is shaping up to be massive for $LODE.

@tomowenmorgan Brilliant

“The global economy is held up by San Francisco lying to New York about how fast AI is growing and New York lying to Abu Dhabi about how safe private credit is.”

@BenKizemchuk Additional fun fact, there’s an option contract named after him.

You Are Now Entering the Puetz Crash Window What are the odds that eight of the greatest market crashes in history would all occur within six days before to three days after a full moon that fell within six weeks of a solar eclipse? According to Steve Puetz, the probability is so small that it stands out as a statistical anomaly, ultimately leading him to define what is now known as the "Puetz Crash Window". Puetz’s theory suggests that crashes most often begin after the first full moon following a solar eclipse when that full moon is also a lunar eclipse. In this pattern, markets tend to peak a few days ahead of the eclipse full moon, then drift sideways to slightly lower as the date approaches. Once the full moon arrives, or just after, the panic phase begins, typically lasting two to four weeks. This Puetz Crash Window aligns in 2026. We saw the solar eclipse on February 17, 2026, which will be followed by a full moon and total lunar eclipse on March 3, 2026. Under Puetz’s framework, the idealized market peak would have occurred 2-4 days before the eclipse full moon, placing the expected high between February 27 and March 2, the final trading sessions before the lunar‑eclipse trigger date.

@josephwang Agreed

Bonds are the ultimate AI trade.

@hcapinvesting @Uzocapital The Dutch might follow tomorrow :D

@Uzocapital Some Norwegians also….

$HAYPP: Seems as if the Americans came back from the long weekend and started doing the penetration math and moat analysis. Scandinavians have no vision nor ability to compound their capital, so not expecting us to get it

@panterapin33970 @BitcoinNewsCom I’m not sure if you’re a real Person, but if you are, please read Reality Transurfing by Vadim Zeland. You are under the influence of heavy pendulums, and I worry for your well being. God bless brother ❤️

@SHJVerborg @BitcoinNewsCom UE is going down, Germany will meet my point and the actual "democracies" will end as they present . These is the worst political mind set in all history of man kind, the mad people are rulling us and these will have consequences.

The faces of the 🇳🇱 Dutch political party that led the charge for the 36% unrealized wealth tax.

@NFTbyND @BitcoinNewsCom I am blatantly lying but the post I responded to is what? Factual? Almost seems like you have different standards depending on what fits your narrative. But good DD, you got a point. Maybe apply those rigorous research skills onto the crypto projects your supporting, Mr Ada 🤭

@SHJVerborg @BitcoinNewsCom Why are you blatantly lying? Here are the parties in favor and those who aren't. Clearly most Right parties are NOT in favor. And GL-PVDA & D66 want PERMANENT unrealized capital tax gains, even worse.

@ceoofsickcunts @BitcoinNewsCom To be clear, for all you worms that crawled out of the woodworks: I, as well as many 🇳🇱, clearly do not agree with this law. However, singling out some random women engaged in local politics to shame them publicly under misleading pretenses, is deplorable behaviour.

@SHJVerborg @BitcoinNewsCom Oh so then you're all retarded ?

@GroyperHoosier @Even_Bolder_MT @BitcoinNewsCom What are you even on about?

@SHJVerborg @Even_Bolder_MT @BitcoinNewsCom Yeah y’all deserve it. First off electing women is dumb second off this is what you get in a retard leftist nation. Have fun, looks like socialism is on its way sooner than later.

@Even_Bolder_MT @BitcoinNewsCom *They’re is what I’d have gone for but thank you for making it insulting on a personal level for Dutch people. 👍

@SHJVerborg @BitcoinNewsCom - All parties (incl on the right) agreed on this tax change. Well ... then you're all morons?

@BitcoinNewsCom Sad that the shilling in order to attract more bagholders now’s resorted in outright lies. I remember the days bitcoiners told an honest (strong) story. Hope you get sued for libel and slander.

Sign up for tomorrow morning’s newsletter, where we break down how calls for extreme taxation are intensifying around the world. bitcoinnews.com/subscribe

Yeah thanks for taking responsibility! I was gonna post this pre-delete: This isn’t correct, shameful tweet. - All parties (incl on the right) agreed on this tax change. - GL/pvda is just one of the parties on the left side of the spectrum. - This video is of some local municipal election stuff, these women had zero to do with this proposal except alliance to a left leaning party.

@FiveThreeZer0 Ah thanks 🙏

It sure sounds like there's some strong narratives emerging in favor of bonds.

Private credit struggling, PIK's on the rise, 25% of loans to the software sector. And not the 'cream of the crop' (they would go to public markets). Increasing funding stresses in the NDFI sector leading to a bid in pristine collateral? bloomberg.com/news/articles/…

AI = deflationary. EPS higher - efficiency & productivity gains. Employment down (less workers needed). Supply up, demand down. More people drawing down their savings / 401k's, less people contributing. Flows turn negative. What's the asset to own? Bonds 💎 Cash? Buy when most hated / under-owned.

@Ozard_OfWiz 😲😲😲

younger guys have never seen a real rodeo