Tony

5.8K posts

Tony

Tony

@TonyTheButcher

#bitcoin

Laval Katılım Mart 2009
179 Takip Edilen151 Takipçiler
Tony
Tony@TonyTheButcher·
@the_jefferymead Rubio should be front runner. He’s precise, serious and the adult in the room wherever he goes.
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Clemente
Clemente@Chilearmy123·
I went to the mall for the first time in 2 years and couldn't believe how packed it was Took me 45 mins to find parking One out of every five people had a designer bag Every store was full Don't 50% of Americans live paycheck to paycheck? How can people afford to spend so much?
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Tony
Tony@TonyTheButcher·
@mert Is this why price going up ?
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mert
mert@mert·
exponential encryption
mert tweet media
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Tony
Tony@TonyTheButcher·
@NullFUD R we going parabolic soon ? Kinda looks like btc wants to make a run towards 100k again, why not ZEC 1k !?
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Deethz
Deethz@NullFUD·
how the fuck is zec under 10k usd btw xd
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Tony
Tony@TonyTheButcher·
@EricLDaugh @elonmusk Mamdani did the same with Ken Griffin, no left winger was against that….
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 WOW! Los Angeles mayor candidate Spencer Pratt has infuriated leftist candidate Nithya Raman after he recorded outside her MANSION to point out how out of TOUCH she is "Here is where Nithya Raman's $3 million MANSION sits. They don't have to live in the MESS they've created." 🔥 RAMAN: "Filming outside my home, where I live with my young children, feels unnecessary and reckless." Cry more, @spencerpratt just exposed the TRUTH! Wake up and save your city, LA!
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Not A Number
Not A Number@myhiddenvalue·
GUILTY VERDICT: In Oregon, rainwater falling on your own land doesn’t actually belong to you. Gary Harrington built 3 reservoirs on his 170-acre property to collect rainwater & snowmelt for fire protection. The state demanded he drain every drop. “All water belongs to us.” He refused. They hit him with 9 misdemeanors, jailed him for 30 days, and fined him more than $15,000. This is government claiming ownership of the sky.
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Barack Obama
Barack Obama@BarackObama·
Today’s Supreme Court decision effectively guts a key pillar of the Voting Rights Act, freeing state legislatures to gerrymander legislative districts to systematically dilute and weaken the voting power of racial minorities - so long as they do it under the guise of “partisanship” rather than explicit “racial bias.” And it serves as just one more example of how a majority of the current Court seems intent on abandoning its vital role in ensuring equal participation in our democracy and protecting the rights of minority groups against majority overreach. The good news is that such setbacks can be overcome. But that will only happen if citizens across the country who cherish our democratic ideals continue to mobilize and vote in record numbers - not just in the upcoming midterms or in high profile races, but in every election and every level.
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Tony
Tony@TonyTheButcher·
@wholemars How long before I can program my car to: -Bring me to work - Go back home - Bring my wife to work - Come get me at work - Bring me back home - Pick up my wife from work All in one day… ?
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
I drive you assholes everywhere you want to go all day and you’re too lazy to tap once on the screen to tell me what I did wrong? Really??
Whole Mars Catalog tweet media
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Tony
Tony@TonyTheButcher·
@LukeDashjr Humans need water. No other liquid. 2 Filters/year for around 100$ from ur fridge. That’s it.
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Luke Dashjr
Luke Dashjr@LukeDashjr·
I quit Dr. Pepper a few weeks ago, to reduce my sugar levels. But the alternatives I've tried (Zevia and Liquid Death) taste terrible. Any real solutions? 😕 (Dr Pepper Diet and Zero have aspartame, which is apparently poison)
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Tony retweetledi
Konstantin Kisin
Konstantin Kisin@KonstantinKisin·
In shocking news, calling your political opponents Nazis makes crazy people want to kill them. Who could have predicted this?
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George Noble
George Noble@gnoble79·
Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC
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Tony
Tony@TonyTheButcher·
@AltcoinMiyagi At what market cap will u become a billionaire? 😂
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Altcoin Miyagi🇯🇵
Altcoin Miyagi🇯🇵@AltcoinMiyagi·
I might be the CTO lead for a 5 billion dollar runner in 2026… $ASTEROID
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Tony
Tony@TonyTheButcher·
@Hoopss Just replace Ewing with Olajuwon and it’s 💯
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Hoops
Hoops@Hoopss·
The top 5 most dominant centers in NBA history: Nikola Jokic Shaquille O’Neal Kareem Abdul-Jabbar David Robinson Patrick Ewing
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Tony
Tony@TonyTheButcher·
@mert Ur not a fan of STRC ?
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Tony
Tony@TonyTheButcher·
@Chilearmy123 Do u own any STRC ? If yes, are you satisfied with how it works ?
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Clemente
Clemente@Chilearmy123·
Saylor buying $2.5B BTC largely funded by $STRC on a week where DeFi has a large setback feels very significant One would almost wonder why DeFi even needs to exist when you have STRC
Michael Saylor@saylor

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

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Altcoin Miyagi🇯🇵
Altcoin Miyagi🇯🇵@AltcoinMiyagi·
Millionaires will be made because of a Shiba Inu plushi called asteroid
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