Saltwater Alpha 🌊

646 posts

Saltwater Alpha 🌊 banner
Saltwater Alpha 🌊

Saltwater Alpha 🌊

@Saltwater_Alpha

Independent investor focused on risk management and long-term trends. Building a better life for my family. Fishing • Hiking • Outdoor Adventure

Pennsylvania, USA Katılım Ağustos 2011
50 Takip Edilen248 Takipçiler
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@StonkHands IMO volatility, then a steady inflow over the following months, big bear market, then 2027 fireworks as larger funds can enter
English
0
0
1
22
StrongHands
StrongHands@StonkHands·
The Clarity Act is supposedly close to passing and not even the slightest of pumps. If it's not pumping now as a sell the news event, will this do anything after it's passed?
English
8
0
7
1.7K
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@OpenVPP $OVPP using blockchain the way it was intended, to build world changing tech.
English
0
0
2
216
Saltwater Alpha 🌊 retweetledi
OpenVPP
OpenVPP@OpenVPP·
We’re excited to share that OpenVPP World has reached 1,500,000 miles driven globally and onchain. Everyday over 400 users are driving, charging, and recording every energy transaction to OpenVPP. Join today to shape the future of electricity. 🌐 world.openvpp.energy $OVPP The Internet of Energy
English
15
41
155
30.5K
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@TgMacro 👏🏼👏🏼👏🏼Thanks for all you do for the community. I’ve learned so much from you. Unknowingly, my family thanks you also.
English
0
0
2
5.9K
Tony Greer
Tony Greer@TgMacro·
This morning's Navigator. Boom: "Lastly, did you notice the price action in the stock market yesterday? Down 40 handles on the inflation print. Back up 40 handles in a perfectly symmetrical “V” bottom, and then worked its way another 30 handles higher by the close. That’s bull market price action for those of you keeping score at home. Today we saw a 30-handle dip post-PPI, from 7,455 to 7,425. If you’re thinking we'll repeat yesterday’s price action because this breakout is well intact and there are buyers lined up at the door – trust your instincts. That’s what I’m thinking. If the market proves me right – and the S&P finds buyers on the dip and a decent close – I’ll sleep like a baby with all this commodity risk tonight. If she turns and tumbles, I will know something is off, and we’ll adjust risk on the fly like we always do. It’s always worth giving up a few percentage points of P&L to right the ship. In fact, it’s a pleasure when trading from a position of strength, which we are. So, as headline inflation data for April is released, we’ve got inflation rising, oil prices rising, commodities like base metals and grains rising, yields rising, and stocks rising. Wow, man. 2026 just keeps bringin’ it." $SPY
Tony Greer tweet media
English
8
4
64
5.6K
Jopie
Jopie@JopieAdvice·
expecting a bounce soon. $ovpp
Jopie tweet media
English
2
0
5
210
Anthony Pompliano 🌪
Anthony Pompliano 🌪@APompliano·
It should go without saying, but the midterm elections will essentially come down to whether the cost of living is going up or down for the average American. The direction of travel is not good at the moment, so the current administration will have to figure out how to destroy the short-term inflationary pressures within the next 90 days. If they don’t, Democrats will have a field day in November.
English
162
36
611
71.2K
Bull Theory
Bull Theory@BullTheoryio·
BREAKING : Clarity Act draft bill unveiled by U.S. Senate Banking Committee before hearing. The newly released 309 page stablecoin bill text bans issuers from paying interest or yield simply for holding stablecoins. The bill prohibits any returns that are “economically equivalent” to interest bearing bank deposits, marking a major win for traditional banks after months of lobbying battles.
Bull Theory tweet mediaBull Theory tweet media
English
149
170
1.1K
145.7K
Saltwater Alpha 🌊 retweetledi
OpenVPP
OpenVPP@OpenVPP·
OpenVPP's US Dollar Electric enables instantaneous settlements for grid operators. For the first time in the history of the electric grid, VPPs and Demand Response events don't have to run only a handful of times a year. Through AI enabled energy nanopayments, EVs (electric vehicles), ESS (energy storage systems), smart thermostats, C&I, and Data Centers become 24/7 flexible resources in real-time. $OVPP x $USDE The Internet of Energy.
OpenVPP@OpenVPP

It's live $USDE. The first all electric dollar has been minted. Welcome to the internet of energy. basescan.org/token/0xb76520… $OVPP The Internet of Energy

English
18
59
180
19.2K
Raoul Pal
Raoul Pal@RaoulGMI·
There is a rising probability that we have a super cycle based on: Increasing interest payments that need monetizing via the bank of system The reliance on short term bill issuance reducing cyclically of debt rollover. The largest capex boom in history based on the most important tech ever. An potential explosion in bank credit to finance the capex A global race between China and the US that can't be stopped. The only thing that stops this is if services inflation disinflation (via productivity) doesn't offset goods inflation. It did in the 90's but that is the key variable now. According to the Universal Code, almost all available capital will flow into increasing output of intelligence per unit of energy (and the lowering of electricity costs) at the transition phase when we enter the Economic Singularity ie when intelligence exponentially increases faster than current economic and political systems operate. Not a certainty but a rising probability
English
64
256
2.9K
251.2K
Parth VPP
Parth VPP@parthovppx·
Last year, the world added ~511 GW of solar but only ~106 GW of energy storage. That’s a massive gap in dispatchability. Globally, energy storage still isn’t keeping up with solar and not to mention crude oil prices remaining elevated, trading around $70 to $90 per barrel, driving persistently high and volatile fossil power costs, often reaching $110 to $200+/MWh depending on fuel markets. Solar is now roughly $30 to $90/MWh globally and solar paired with storage is already in the $50 to $130/MWh range and falling fast. Storage is also scaling fast, +43% YoY, but most deployments are still utility scale, not paired with distributed solar where it matters for flexibility. If we want real grid value, we need higher storage attach rates, export enabled markets, and aggregation. That’s how we turn global solar into virtual power plants. $OVPP The Internet of Energy.
Parth VPP tweet mediaParth VPP tweet media
English
10
19
75
1.7K
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@OpenVPP What is the utility of $OVPP if settlement is in $USDE? Just wondering how this all works?
English
2
0
6
755
OpenVPP
OpenVPP@OpenVPP·
We’re excited to introduce the OpenVPP Payments Network powered by $USDE ⚡ The Electric Dollar. We will be rolling out the capability starting today in phases: Phase 1 - Accounting & Settlement: Instant settlement algorithms detect device energy usage and can automatically send $USDE to users as compensation for utility programs. Phase 2 - Banking Integration: Consumers can cash out $USDE to their bank account via fiat off-ramp. Utilities can buy $USDE and $OVPP using fiat on-ramps. Phase 3 - Stablecoin: The final vision for $USDE is to become a dollar backed and fully compliant stablecoin designed specifically for the global electric industry. Together, this is the foundation for the real-time energy economy. The Internet of Energy. 🌐 world.openvpp.energy
English
34
53
194
64.8K
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@barkmeta Or you’re the exit liquidity and you’ll have to build a house out of Pokémon cards to live in.
English
0
0
3
137
Bark
Bark@barkmeta·
I sold my house last week. I’m putting every penny into Pokemon cards. Yes, you read that correctly. I’m moving into my Grandma’s basement to cut expenses and buy as many cards as possible. She thinks I’ve lost my mind, but I can’t sit here and watch this market pump every single day and not be in it. Pokemon cards returned 1,900% in 5 years. My house returned 14%. One day I’ll sell the cards and buy a house 10x bigger. People can laugh now, but they won’t be laughing for long.
Bark tweet mediaBark tweet media
English
605
120
1.8K
1.9M
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@Dvcryptzz @OpenVPP 💯 Just wish I had of waited a couple weeks to buy here! But these bars will all look like ant hills in a month or two.
English
0
0
0
43
Sharky.eth
Sharky.eth@Dvcryptzz·
$OVPP back in the demand zone Chart looks very healthy, currently consolidating before next leg up Markets are looking ready to rip higher, $OVPP will be the first to follow once $ETH rips towards $3K @OpenVPP has got loads of catalysts ready to fire out, team is stacked with major updates and partnerships Team will be present at @SonicSVM ( Consensus Miami ) this week aswell, they will be speaking with major big names and spread the word about $OVPP and their plans for 2026 Big week ahead for $OVPP holders
Sharky.eth tweet media
English
17
26
126
10K
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@ZssBecker Thoughts on that energy crypto company that we aren’t mentioning the name of? Looks to be building something real IMO.
English
1
0
3
443
Alex Becker 🍊🏆🥇
Alex Becker 🍊🏆🥇@ZssBecker·
A bunch of old crypto influencers are leaving crypto at ultra lows and now telling you to invest in AI As OpenAI/Anthropic are hitting trillion $$ valuations WHILE also running out of money with no moat and endless cheap competition. Cool. Sounds good.
English
155
11
2.1K
75.6K
TBPN
TBPN@tbpn·
President of @blackstone Jon Gray says his firm's biggest theme after data centers is electricity: "Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility services."
English
11
28
368
60K
Saltwater Alpha 🌊
Saltwater Alpha 🌊@Saltwater_Alpha·
@OpenVPP EV account payments are made in $OVPP, creating a naturally deflationary system as adoption grows. It’s a similar concept to how @saylor talks about Bitcoin as stored energy. OpenVPP approaches it differently, but in a more literal sense.
English
0
0
0
120