MJ Brennan retweetledi
He literally explained how to get unstuck in 30 seconds
by@beyoumf
who saved you at your lowest?
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MJ Brennan
1.2K posts
MJ Brennan
@_MJ_Brennan
Buying the shit no one else wants yet. Digital Credit, MSTR, ASST. OPEN Fan
New York, USA Katılım Ocak 2022
373 Takip Edilen215 Takipçiler
MJ Brennan retweetledi
Cobie lists the top Crypto traders of all time
Su Zhu: "Had a hero run in 2021. He even sold the top and then for some reason bought back way too early with loads of leverage and got liquidated on the way down”
GCR: "Obviously”
Actual Advice BTC: "He would get super wealthy and then lose it. Kind of like Su Zhu. He passed away in 2020”
Light: "More active in Crypto than he's ever been. 2025 was probably his best performing year ever, based on what I know. Light is up there”
CL: "Sometimes seems really smart… and then sometimes you're like, is this guy the biggest moron on planet earth? I genuinely can't tell. He'll do the smartest thing you've ever seen in your life and then something insane right after”
Shoku: "A multi-generational talent. Super successful at several different things at the same time. He annoys me quite a lot because he's just better than me at everything”
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@adam3us @peterktodd thoughts? This goes too deep for my knowledge
Michael McGuiness@mikemcg0
"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on @Bankless with @VivekVentures discussing the new @Etherealize_io "Productive Money" report below.
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MJ Brennan retweetledi
@CJ_Bitcoin @21MMforthe21st @Strategy Hearing management’s latest guidance on the cash reserve policy would be great.
The prior target was 2-3 years of dividend coverage, and it’s currently closer to 1.5 years after the recent growth in STRC.
Is getting back up to that 2+ year range still the target going forward?
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What topics would you like to hear @Strategy’s management team address in our Q1 earnings call? $MSTR $STRC
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@dotkrueger I knew btc/share was rising but this really put it in perspective. Another btc bull run will have mstr skyrocketing then
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This is the best single number to evaluate MSTR.
Michael Saylor@saylor
We now display Bitcoin Per Share (in sats) on our site: 205,812. $MSTR
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MJ Brennan retweetledi
“But the curse of every ancient civilization was that its men in the end became unable to fight. Materialism, luxury, safety, even sometimes an almost modern sentimentality, weakened the fibre of each civilized race in turn; each became in the end a nation of pacifists, and then each was trodden under foot by some ruder people that had kept that virile fighting power the lack of which makes all other virtues useless and sometimes even harmful.”
-Teddy Roosevelt
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@bennpeifert Lol I have a $2 from Steve. Nice guy apparently a good lawyer.
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at dinner last night one of my friends says "omg that's the two dollar bill guy" goes over to a dude seated at the table and he pulls out a stack of two dollar bills and gives them to us (???)
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@benjamincowen Will only get worse with the increased access to information+social media. Kids do not even know how to read/write now because of ai
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Someone could go to school for 4 years and study aerospace engineering, then get a PhD with a dissertation related to orbital mechanics, and some instagram influencer who watched a youtube video will be like "actually that guy is wrong" on a topic related to space travel and people will believe them.
I'm not sure how we got here, but I hope we go back to a society where credibility is earned with rigorous training in the associated field, not by a popularity contest.
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@TedPillows What are your targets? Your pinned tweet looks bullish bullish?
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Ceasefire deal → small pump → people rushing to reply to my posts like I’m wrong.
I literally:
Bought $BTC last week publicly.
Sold $ETH $4500–4900 before the drop.
Been 95% in stables for months 🎯
And believe me my price targets will hit. It's a bear market with bear market rally's.
The ceasefire deal will pump the markets but it will dump in the next weeks to new lows.
Bookmark it.
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@benjamincowen I don’t defend the last point but I do not think he meant it as worded or that he was ever going to follow through. Just trying to evoke fear and it back fired. Lost him a lot of leverage and was an overall poor decision… as are most of his tweets.
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Most of the people that believe one of these also believe all of these.
-Think the moon landings were fake
-Think the earth is flat
-Think that the Artemis II mission is fake
-Keep telling you alt season is around the corner
-Defend threatening an entire civilization
Sad to see.
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if you use Al to write your tweets you were conceived in sin and are not ensouled
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MJ Brennan retweetledi
Strait of Hormuz: A CitriniResearch Field Trip
The Field Report from Analyst #3 is live.
citriniresearch.com/p/strait-of-ho…
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@nic_carter @_jonasschnelli_ I think a lot of people would support your input on this.
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we both know that isn't how this works
if i proposed a BIP, where would it go?
instantly shut down.
for a BIP to go through, one of about 5 people have to champion it. we both know who they are. no BIP has gone through without them in the last decade.
what happened to BIP360?
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Traditional Bitcoin development fallacy.
“… the dev should.. the devs must..”
Be quite!
You are the dev.
Step up.
Build a team.
Research.
Implement solutions.
Propose to people running a node.
Simple. But don’t blame. Is OSS!
nic carter@nic_carter
it's not a cherry picked list, I'm being as comprehensive as humanly possible and I lay out my criteria in the article. obviously it's subjective but I did the best I could based on my knowledge and 10 years following this space full time. I'm not going to accept a situation where you have to call up a dev to get their perspective on a critical matter, nor is that practical for me or anyone else. they should freely share this with the public or recuse themselves entirely. there are a trillion dollars at stake. you can't accept the responsibility of stewarding a protocol while keeping your views on the most important technical debate private. barring public statements on the mailing list or on here, i will continue to assume the vast majority of these people are not concerned, and act accordingly.
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MJ Brennan retweetledi
MJ Brennan retweetledi
“What sickens me about left-wing people, especially the intellectuals, is their utter ignorance of the way things actually happen.”
—George Orwell
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@TAOSynergies @jaltucher why so quiet on the TaoSynergies Page? Some communication and updated website to match comparable treasury companies would go a long way
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MJ Brennan retweetledi
@chamath Your AI thesis assumes the digital world is quantum-resistant. If quantum breaks cryptography, it breaks AI, cloud infrastructure, banks, and the internet—not just Bitcoin. The entire stack upgrades together.
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MJ Brennan retweetledi
It’s crazy that both Bill Ackman and Michael Burry got super bullish on $FNMA and $FMCC and both wrote long form posts and pitches on the two GSEs
Fannie Mae and Freddie Mac are each down around 60% in the last 6 months
Burry and Ackman have been getting creamed along with everyone who followed them into the trade.
Even great investors get it wrong or get the timing wrong at a minimum
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MJ Brennan retweetledi
Naval Ravikant:
“The only real test of intelligence is if you get what you want out of life.”
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