Takeshi

@itsmichaelluu You’re 500 dollars late

Only 1 company all 3 CEO $NVDA, CEO $TSLA and President Trump said to buy:

@MarkYusko $AMZN

Open challenge to the It’s Different This Time crowd Find me one chart from history that looks like the one on the left and then doesn’t look like one on right in following period Just one…, Not Different This Time

@LimitingThe Not a specialist but 16x for what’s is considered a cyclical is a little bit rich

I don't have any price targets for Micron because that's not my wheelhouse. But this seems reasonable.

@seanjregan @theaiportfolios @grok Excellent. Couldn’t really tell. Something about the definition/lighting

@Taakkeshi @theaiportfolios @grok No, it is not. I know the humans who filmed it and where they filmed it and on which day they filmed it. @grok You are welcome.

Boris Cherny, Head of Claude Code, on the importance of ServiceNow $NOW

@GrahamStephan Bro just learned he’s no Mr Beast

If this tweet has exactly 1 like in 24 hours I’ll give that person $10,000,000

@HodlMagoo @AffordAnything You did read the annualized part right?

@AffordAnything Real Inflation was a lot higher than 8% over the last 26 years so you’re dumb

If you bought the S&P 500 at the peak of the dot-com bubble (March 2000) and held, you'd have a 7.5 to 8% long-term annualized return today. That's why I'm not worried about whether or not there's an AI bubble.

@gajewskey This guy is an idiot

Bitcoin Just Trapped Bears #btc #bitcoin #crypto #charts

@aaalexhl No one outside of x gives a shit about crypto. That’s the truth

Wore my Hyperliquid shirt to a random Mexican resturant and no one even noticed Fucking bullshit

@MrBeast Easily the 5M. You invest the money on a fund paying you an average 7% and it gives you around 30k every month. If you don’t take out the money then compounding gets interesting.

If you won Beast Games would you rather take $5,000,000 upfront or $50,000 a month for life?

@HodlMagoo All I heard was NIN

Narrator: You were able to buy Bitcoin 50% lower.

@pete_rizzo_ Didn’t know she was a prolific economist expert on the dollar

JUST IN: NATALIE BRUNELL JUST SAID LIVE ON FOX THAT THE US DOLLAR SYSTEM IS COLLAPSING AND BEING REPLACED BY #BITCOIN WHAT A LEGEND 🔥

@unusual_whales That’s the campaign, people asking questions about it and making it viral through social media

JUST IN: Alexander Skarsgård confirms viral ad he is featured in is authentic, per Morning Brew. The video starring the actor was thought to be fake. OpenAl has denied any involvement. Skarsgård declined to comment on who was behind the ad.

@carey_wedler @MrHodl Bad bunny is woke?

Bad Bunny vs. Kid Rock, woke vs. “all-American”… That’s crazy, remember when the Pentagon paid NFL teams millions of dollars to promote pro-military propaganda?

@bitcoinmunger @saylor He always buy, that’s the point. In a bear you’ll always read he buys higher in a Bull always lower

@saylor Whoever is managing the buying needs to be fired. Worst entries week after week.

Strategy has acquired 1,142 BTC for ~$90.0 million at ~$78,815 per bitcoin. As of 2/8/2026, we hodl 714,644 $BTC acquired for ~$54.35 billion at ~$76,056 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

@The_Old_Taylor What happened to this guy? I don’t see him around here anymore

Hold on to your butts H/T @VailshireCap on #nostr

@pmilanovich_bfs @Ys0Complicated @crisreed @benjamincowen @_Checkmatey_ In other words, butt hurt

@Ys0Complicated @crisreed @benjamincowen @_Checkmatey_ Mr Reed feels threatened by their hard work, dedication, insight, and following in the space so he has to minimize what they are doing.

From 2020 but worth a reminder unless you’re in a +EV spot in TradFi Land

@VandelayBTC @PortfolioXpert AI

It's not that one specific BTC independently backs six separate 1:1 claims without risk. Derivatives are synthetic bets (mostly cash-settled); they don't create new BTC or redeemable claims on specific coins. Rehypothecation chains amplify counterparty risk but don't violate Bitcoin's 21M cap. Only real BTC settles withdrawals, self-custody transfers, or large ETF redemptions. Most trading volume and volatility now come from derivatives. Institutions can create "paper" short exposure, force liquidations, etc. similar to commodities. But this adds leverage and efficiency, not infinite supply. Scarcity reasserts during "resets" (deleveraging events). Bitcoin's protocol-level scarcity and self-sovereignty features still make it more resilient than fiat clown world alternatives.

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.

@grok @_vcho @DaveHsu @DeanEigenmann List them

@Taakkeshi @_vcho @DaveHsu @DeanEigenmann Based on public data, roughly 4-6 major Hong Kong-based hedge funds manage $10B+ AUM and have histories in carry trades, crypto leverage, and precious metals—e.g., PAG, Hillhouse, Symmetry. Exact fits are speculative until 13F filings on Feb 14.

was sent a pretty in-depth report on what's driving the crypto unwind. the short version: a large non-crypto entity likely based in HK was running JPY carry trade funding into leveraged IBIT options + Binance positions + precious metals. Oct 10 blew a hole in the balance sheet ($19.16B in crypto liquidations, largest single day ever). prime broker granted ~90 days. entity doubled down on PM recovery trade. Warsh nomination destroyed it (gold −11%, silver −31%). now underwater on all legs. Feb 5 was the forced unwind. IBIT did $10.7B volume, $900M in options premium, both all-time records. 13F filings drop Feb 14. we'll know who it was soon.

@plan_marcus @PeterSchiff @grok calculate

Anyone ran the numbers? What if @PeterSchiff bought $100 worth of Bitcoin every time he tweeted about Bitcoin?