TwoConTango

@elonmusk This would be a solid clap back

Before this year ends, Grok Imagine will make a full-length movie of The Odyssey that is historically accurate and true to the art of Homer

@hodlgal @IonicDigital @SimonDixonTwitt @Aaronbennett @CelsiusNetwork The way they grifted without transparency in the last couple years is suspect of good management

Celsius survivors: @IonicDigital is NOT Celsius 2.0. $IOND is turning its biggest BTC mine into an AI data center, renting AI firms a powered, permitted site they need: • 10.5y Nscale lease • Microsoft end customer • $1.95B contracted • Targeting ~3X capacity Bullish? 🚀

@p32781 @farzyness Did regulation stop the internet?

@farzyness Regulation will stop it.

Today's market doesn't seem to believe that AI is going physical in the form of Humanoids, Self-Driving Cars, Drones, etc. If that were the case, Tesla/SpaceX/NVIDIA/Micron/etc. would be 10-100x bigger than they are today AT LEAST. NFA but it feels extremely obvious. These are batshit insane numbers, but if physical AI is the foundation of the next generation of human civilization (and its economy), how could this NOT be the outcome? What am I missing?

@farzyness New technology is magic. Most adults don’t believe in magic anymore. They’ll have to see it to believe it

@Benjamin1574897 @DrProfitCrypto Retail doesn’t have enough to move BTC. Retail sentiment doesn’t matter

@DrProfitCrypto I love your predictions but I personally think that buying right now is a mistake. Retail waiting for 45k so I personally think bottom will be lower and may pain will be reached. Even if we don’t drop that low bear market will continue sep-okt. 1/2

$BTC: Report of the Century: Today I am making one of the biggest announcements since I sold the top in September 2025. I am taking profit on every single crypto short. The Bitcoin short built between $115,000 and $125,000 is closed now with a gigantic gain. The $80,500 short, built between $79,000 and $82,000, is closed with another massive profit. The 100+ altcoin shorts I opened over the last several months are also closed, locking in another enormous win on top. The time of drinking tea is over. Congratulations to everyone who ignored the noise, trusted the framework and followed me from September 2025 until today. Buying Bitcoin Spot: For the first time since September 2025, I am buying Bitcoin spot again. Today, I entered at $64,000 for the absolute long term. For the first time since 9 Months I am buying Bitcoin for the long term! It is the beginning of a structured accumulation strategy, and I will execute it with the same discipline that allowed me to sell the top. The Accumulation Strategy Everyone who followed my strategy at $115,000–$125,000 remembers exactly how it worked. Every day Bitcoin traded inside that zone, I sold 10% of my spot position and added shorts. I did not care whether BTC was at $116,000, $120,000 or $124,000. Now I am doing the exact same thing in reverse. Every day Bitcoin remains between $54,000 and $64,000, I will buy 5% of my allocated capital in spot Bitcoin. Not 10% this time, but 5%, because I want to spread the accumulation across a wider period! If Bitcoin stays at $62,000, I buy. If it falls to $58,000, I buy. If it drops to $56,000, I buy. If it wicks into $54,000, I become more aggressive. If it returns to $64,000, I still buy. As long as Bitcoin remains inside this zone of 54-64k I am buying every day with 5% of my entire capital limited to 20 days. The Technical Zone and Sentiment Shift The legendary weekly MA200 sits in this region and is now being tested from below. Bitcoin already reached the lower section of this area last week. The top of the 2024 consolidation box also aligns with it. More importantly, sentiment has completely flipped. And I need to say, there are more bears, much more bears than bulls outside, and I dislike being one of many. The same people who were screaming for $150,000 at the top are now desperately waiting for $40,000. X is flooded with targets of $50,000, $45,000, $42,000 and $38,000. Retail is once again standing on one side of the boat, convinced the market owes them the perfect entry. Front-Running the Herd Since I announced the 50-40k region as my deeper bear-market target, most of crypto X has copied the same narrative. They copied everything, The market is not blind. The market knows retail is sitting in cash waiting below $50,000. They know people are terrified to buy at $64,000 because they have convinced themselves they will receive Bitcoin at $40,000. I am not going to stand behind the herd and beg the market for the same price as everyone else. I am front-running them. And the next that is following is also going to increase the price and so on, and the chain will be continued and those who are waiting for lower can stay there waiting forever. Just because the four-year cycle worked at the top does not mean it will work at the bottom. Right now, everyone is waiting for September or October as if the market has already programmed the bottom into the calendar. Do you understand how insane that is? Ask anyone when they plan to buy and they will tell you September or October. Ask them why and they will repeat the same answer: because of the four-year cycle. That is the 1+1 herd behavior. What if the real cycle is not exactly four years? What if it is three years and nine or ten months? What if the market bottoms before the date the entire crowd is waiting for? Bulls are waiting, bears are waiting, and everyone is using the same indicator to justify the same timing. That alone shold cause panic to all waiting for the 4 years cycle to happen. Markets do not reward the masses for memorizing a calendar. I am betting against the four-year-cycle bottom. It is not happening. The bottom comes earlier. The Structural Shift Around Bitcoin The deeper reason for the change is not technical. It is structural. The environment around Bitcoin is shifting at a speed most people still do not understand. Regulatory clarity, tokenization infrastructure and institutional adoption are all moving forward at the same time, and the legal framework being built right now has the potential to unlock trillions of dollars of institutional capital that has been sitting on the sidelines or parked in the stock market waiting for certainty. Combine that with Coinbase's institutional buildout and BlackRock's fully operational ETF ecosystem, and we are no longer looking at the same Bitcoin market that existed six months ago. The CLARITY Act could go through on August 10 depending on the Senate, and that is not a small event. There is a reason the entire world is now racing to regulate crypto with full speed. BlackRock, Vanguard, JPMorgan, Goldman Sachs and the New York Stock Exchange are already inside the DTCC live tokenization pilot. Microsoft shares, SPY, QQQ and US Treasuries are being tested as tokenized securities right now, with the official launch planned for October. Stocks, ETFs and Treasuries are moving on-chain, and the largest institutions in the world are adopting blockchain rails while retail is still debating whether the bear market is over. On top of that, Citadel just invested $400 million directly into Crypto.com at a $20 billion valuation. The biggest players are deploying capital now, at scale, before the crowd understands what is happening. The infrastructure is being built directly in front of everyone, and I move my capital when the biggest capital in the world starts moving, not after In Regards of the Stock Market Crash: I am keeping every single SP500 short open. Bitcoin and the stock market are not the same trade, and they are not at the same point in their cycle. The crypto bear market began in October 2025 and continued for nine months while the stock market refused to fall. Bitcoin dropped 52% from 125k to 60k. In the same window the SP500 made new all-time highs. Crypto has already been repriced while stocks remain over valued. Therefore there is a very high probability that the Crypto Market will benefit from a Stock Market crash, as profits will move from over valued assets into under valued assets, and in times of Tokenization Hype, Stablecoin talk and the Clarity Act, these funds will very likely move into the Crypto Market. One More Thing: I called 40-50k as the target and I was clear about it, I called 60k when Bitcoin was at 120k, and at 60k I said 40-50k is coming, But when the entire crowd on X starts waiting for the exact same level, the market almost never delivers it. Six months ago nobody was calling for sub-50k. Today every single account is. That is exactly when the target gets taken off the table. I now believe we will not see 40-50k at all this cycle. The setup that would have delivered that level is dissolving in front of the tokenization revolution, the CLARITY Act, and the biggest capital in the world moving in. Changing my view when the facts change is what a good trader should do. It is exactly why I made massive profits shorting from 120k, and it is why I am accumulating now while others are still waiting for a bottom that will not come the way they want it. That is why I am buying now. The crowd has become aggressively bearish and the conditions required for a much deeper collapse are beginning to weaken in front of the regulatory and tokenization revolution. I would rather begin building a position before the crowd understands the shift than chase Bitcoin after confirmation at much higher prices. Buy earlier before the mass starts to understand.

@farzyness What is percentage after taxes?

My Hermes Auto-Trade Bot powered by Grok 4.5 high & GPT 5.6 Sol xhigh, along with Robinhood's Agentic trading account is currently up +4.5% vs the S&P 500 after its first week. The bot has a dashboard that tracks its performance live, with all its trades, logic behind all its trades, what improvements it's made, how it's thinking about the market, and instructions on how to build your own. Obviously, do this at your own risk. Not financial advice. etc. etc. Let's see how long this lasts! Link to dashboard in replies.

@GavinNewsom The coal calling the kettle black. LMAO

Translation: California made it illegal for Elon Musk to buy elections. And next, we’re going to make it a felony for Donald Trump to rig one. Watch out.

@Analoguefq @pete_rizzo_ Everything all at once

@pete_rizzo_ One question that I have always had, is Lyn Alden a man or woman?

JUST IN: MACRO EXPERT LYN ALDEN JUST SHUT DOWN STRATEGY FUD LIVE ON BLOOMBERG “THEY’RE REBUILDING TO 17 MONTHS OF USD RESERVES TO PAY DIVIDENDS” “THEY SELL ONLY A SMALL PERCENTAGE OF #BITCOIN WHEN NEEDED” “THEY OWN 4% OF ALL BTC AND REMAIN A POWERFUL BELLWETHER FOR THE ENTIRE SPACE” “THEY WILL OUTPERFORM ON THE BTC UPSIDE” MORE BILLIONS IN BTC BUYS ARE COMING 🚀

@Bitcoin_Teddy Matt would’ve ruined the movie

James Cameron offered Matt Damon 10% of Avatar to do the film. Damon passed and the 2009 blockbuster made $2.7B (the sequel made $2.3B). Cameron says he may try to get a Damon cameo in another Avatar (but the 10% of box office is off the table).

@elonmusk @stocktalkweekly WSJ = USA Today

@stocktalkweekly Utterly false

@CAgovernor This is communism. History shows us communism is worse for everyone

Something is fundamentally broken when we can mint trillionaires while millions of Americans still can't afford healthcare. It's time for a national billionaires tax to end corporate tax loopholes and build an economy that actually works for working people.

@GavinNewsom Using taxation as warfare.

Don’t worry, we’ll be taxing trillionaires even more. Time to cough up after all that California corporate welfare!

@elonmusk @christopherrufo @GavinNewsom Spot on

It's time for a national billionaires tax and a new social contract. 10% of Americans own two-thirds of the wealth. Wages have stagnated. The cost of living has skyrocketed.  The system is fundamentally broken. The federal tax code, a corporate code, and an inheritance code were written for a different set of Americans.  It’s time for an economic reset. @gavinnewsom" target="_blank" rel="nofollow noopener">substack.com/@gavinnewsom

@stockdiplomat @DavidSacks Everyone loves a handout. Scab

@DavidSacks You’re a billionaire you can pay a little bit more tax to support the rest of your fellow people.

Today was the day that Gavin Newsom was supposed to save the tech industry by cutting a deal to kill the Billionaire Tax Act. Instead he came out as DSA-adjacent, and BTA will be on the ballot in November. See y’all in Texas!

@milkroaddaily Let’s avg that with the worst performers that didn’t sell. That are also dead

Raoul Pal: The best performing brokerage accounts at every firm are the ones belonging to dead people. "It's because they don't sell." "Unfucking your future is compounding. F*cking up your future is trying to trade." Very few traders actually make compounding returns. Buying and holding in the right secular trend beats almost everything - and you don't even need to be smart to do it. FT @RaoulGMI @RealVision.

@onchainrapist @Polymarket Retards find this funny

@Polymarket nine ereven

JUST IN: Plane crashes into CITIC Tower in Beijing, the city's tallest building,

@SenSanders How many jobs did you create last year ?

Compensation Last Year CEO of Tesla & SpaceX: $158 billion CEO of Warner Brothers: $165 million CEO of Blackstone: $126 million They pay the same amount into Social Security as someone making $184,500. Let's end that absurdity, scrap the cap and raise Social Security benefits.

@farzyness They’ve lost the narrative on what the future should look like for autos

The more I see it the more I hate it. Ferrari’s product chief needs to be fired.

@farzyness Oh he does. He’s peddling to those that don’t

I've come to realize that Bernie Sanders fundamentally doesn't understand supply & demand and the free market.

@farzyness The PUC

What's keeping Tesla from building a box that they can plop outside your house that will have: 4 powerwalls An ultra-efficient HVAC A bunch of AI5 inference chips Which will power, cool, heat, do all your local computing, and then sell tokens/electricity back to the grid when it's not being used? $TSLA $SPCX