Michael Hallman
3.6K posts
Michael Hallman
@_mikeinvests
Vibe coding an AI investing platform. Building in public. Sharing the journey. 🌳
Katılım Şubat 2025
409 Takip Edilen952 Takipçiler
All,
Please follow my friend @SethCL on his other account since he's dealing with some bullshit that killed his other account for over a month.
The new account is @GroupFinom.
I'll be indebted to you for your support.
Micro2Macr0@Micro2Macr0
Can @nikitabier or someone at @X help my friend get his account back? @cantonmeow @IncomeSharks
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Monday:
- Jet lagged from the Hawaii time change
- Landed at 10 PM last night
- Had to gas up the machine and truck this AM.
- Job 1 done by 9 AM this morning.
WHO IS GOING TO CARRY THE BOATS
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Michael Hallman retweetledi
Just a friendly reminder that we get $320k Bitcoin 2 years from now with zero bull run.
Have fun waiting for $30k in October, bro.
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@mc_khristina Whaaa? People unfollowing KH?! Crazy. Would love to see more of what you have been doing. I love seeing your stock insights, what you think has potential and what you are bullish on etc :)
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a few weeks ago I was like 2 followers away from 10K (felt fun!) and then overnight I saw a significant drop … and now I just lose a few followers each day … X is a hobby for me and I’m just an observation 🤷🏼♀️ I’m getting bored … what content would you want to see more or less of? I assume I should just not post random personal things and keep it to stocks 😬
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Studying the Bible verse by verse is incredibly underrated.
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@mrofwallstreet "I will simply buy at market before the start of the new bull market." Oh that's cool, you'll simply buy before the bull market starts. Not gonna happen
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#Bitcoin - Weekly Market Update
Bull market ended on October 6th last year. A new bull market will begin on October 6th this year. Therefore, before October 6th I want to have my entire spot position built and all my shorts closed.
My buy orders currently sit in the 45-55k region for the coming weeks. If price doesn’t reach my buy orders, I will simply buy at market before the start of the new bull market.
Join before its too late: whop.com/mrwallstreet-s…
Trade with me on Bitunix: bitunix.com/register?vipCo…
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I'm listening.. Best take so far and I agree
Doctor Profit 🇨🇭@DrProfitCrypto
$BTC – What's Next? The Big Sunday Report: All We Need to Know 🚩 TA / LCA / Psychological Breakdown: Everyone and I mean literally everyone I personally know has told me over the last three or four weeks, and especially over the last two weeks, that they want to buy in September or October. That alone is already very dangerous. When you ask them why, they all give the same answer: “Because of the four-year cycle.” And I honestly ask myself how long some of these people have even been in the market. The four-year cycle also worked almost perfectly at the top, but nobody talked about it then. That is the difference. At $120,000, nobody wanted to talk about the four-year cycle. In fact, people hated it. They said, “It does not exist. It does not exist,” because they were greedy and wanted prices to keep going higher. Now the same people are greedy again, just in the opposite direction. They believe the market is going to serve them the exact bottom on a silver platter. “Here is the bottom. It will come around September or October. The exact price will be this or that.” That is genuinely what people believe. The problem is not the four-year cycle itself. The problem is the number of people who believe in the exact same outcome. The more people believe it, the less realistic it becomes. I honestly believe we will not see this traditional four-year-cycle bottom The next question is: what do we actually see instead? At the moment, I do not even see Bitcoin going below $50,000. There is an extreme amount of liquidity around $54,000, and that cannot be ignored. You have to keep that level in mind. From the current price down to $54,000 is around 15%. From a risk-reward perspective, even if we assume the worst-case scenario is a move into the $54,000 region, buying now and facing 15% downside is not much. It is nothing compared with the people who always and stupidly bought at $70,000, $80,000 or $90,000, and those who never understood the right moment to enter the market, and anyway, those people will always buy, and we cant count them among those who bought the bottom. That is why it makes sense to begin accumulating now, step by step. Not all in. That is very important. I do not suddenly FOMO in and deploy everything. No. This will still take some time. I also believe the real move higher is not starting immediately. But there is one more thing people should not forget. They say the four-year cycle should end around October. Fine. Then let me ask you a counterquestion: BlackRock, the New York Stock Exchange, the S&P, Nasdaq and the other major institutions are all involved in the DTCC, the new financial market infrastructure, and they want to move forward with the tokenization of stocks. BlackRock wants to launch the new platform in October. What does that mean? It means investors WILL trade stocks 24 hours a day. That is enormous, and the market still has not fully understood it. Tokenization has mostly been treated like a beta phase until now. Platforms such as Hyperliquid and similar markets were effectively test environments. They wanted to see how much demand there was, how users would react and whether the infrastructure worked. The users had to be tested. The technology had to be tested. The market had to be tested. And it worked extremely well. Now it has been announced that this is expected to move forward in October. At the same time, there are rumors that the Clarity Act could pass in August. That would be enormous news. If it passes, there is regulatory clarity. Institutions can enter the crypto market much more easily. I do not necessarily believe they will suddenly start buying the entire crypto market at scale, but I do believe they will move aggressively into tokenization, which could follow one or two months later. So lets return to my question: Who benefits from tokenization? First of all, the entire crypto market benefits. Even if institutions do not directly buy every cryptocurrency in large size, the narrative becomes bullish for crypto and Blockchain. The market starts to see blockchain as legitimate, institutional and part of the future financial system. Then you will see prices move strongly in my opinion. I expect we will see BlackRock announcing partnerships, BlackRock doing something with Bitcoin, Trump making new statements, and suddenly the entire narrative becomes extremely bullish because everything fits together. Do you really believe BlackRock will aggressively push tokenization forward in October while, at the exact same time, the crypto market crashes, fear dominates and nobody wants anything to do with crypto? Do you think that ? I do not. I believe we will see FOMO in October. I believe we will see large candles and strong momentum in the market. It may not necessarily be the same type of retail FOMO we have seen before, but there will be growing confidence and acceptance, while major bullish news enters the market at the same time. And this will be the time where the retails are sitting and doing what ? Exactly, these people will wait for their four years cycle! Let them wait for their cycle, because the market will front run that! In my opinion, that will create an extremely powerful bullish narrative. That is why the fact that everyone now believes in the four-year-cycle bottom is a warning sign to me. It tells me the crowd may once again be completely wrong. I especially believe that many people sitting with buy orders below $50,000 will never get filled. That is why I am starting to accumulate now. I hope we still take the liquidity around $54,000, because that would give an even better entry. I have my orders ready, and I will continue buying gradually every day. The Exact Strategy: How I Am Buying, How Much I Am Deploying, and the BTC–ETH Ratio Watching this chart closely. In my opinion, once Bitcoin reclaims and flips the green line on the weekly timeframe, the end of the bear market will be confirmed. This would not be a standalone signal. It would align with several other indicators I am monitoring, some of which I have already disclosed inside Premium, together with multiple technical, psychological and fundamental factors I am currently considering. Bitcoin has already reclaimed the weekly MA200. The next major step is to reclaim this green line and hold above it on the weekly close. Once that happens, my next major target becomes $80,000. For now, however, Bitcoin has faced a rejection at this level, while a large amount of liquidity remains around $54,000. That is why my strategy is structured around two completely separate buckets of capital. It is important to understand that I am not mixing these funds. The first bucket consists entirely of realized profits from the Bitcoin short opened around $120,000 and the more than 100 altcoin shorts I held for approximately nine months. I deployed that entire bucket yesterday and bought Bitcoin at around $64,000. In other words, I converted the profits made during the bear market directly into a long-term Bitcoin position fully. The second bucket is completely separate. This is capital that was never used in the short positions and remained on the sidelines. I am now deploying this cash gradually. My plan is to invest this second bucket on every day Bitcoin trades between $54,000 and $64,000. Five percent multiplied by 20 purchases equals 100%, meaning the entire amount would be deployed if Bitcoin remains inside this accumulation zone for approximately 20 buying days. If Bitcoin trades at $64,000, I buy. If it trades at $60,000, I buy. If it falls to $58,000, I buy. If it reaches $54,000, I continue buying at a better price. However, if Bitcoin moves above $64,000, I stop adding the daily 5%. I will not chase the market outside the accumulation zone. After approximately one month, the objective is to hold one large Bitcoin position purchased at around $64,000 using the realized short profits, together with a second position accumulated gradually through disciplined daily purchases. Depending on how deeply Bitcoin trades inside the range, I expect my combined average entry to settle somewhere around the $60,000 region. From a risk-to-reward perspective, I personally consider my average Bitcoin entry around $60,000 to be phenomenal for the long term. That level is below the previous 2021 all-time-high region, and thats an exceptional position. At the same time, I am following a fixed BTC-to-ETH allocation. For every four dollars I invest in Bitcoin, I invest one dollar in Ethereum. That means for every $100,000 deployed into BTC, I allocate $25,000 to ETH. Bitcoin remains the dominant position, while Ethereum receives an allocation equal to 25% of every Bitcoin purchase. Ethereum is a separate topic that deserves its own full report, because I am extremely bullish on ETH for the next major market expansion. So the strategy is clear: one bucket of realized short profits has already been fully deployed into Bitcoin at approximately $64,000. The second bucket is being deployed gradually through daily 5% purchases whenever Bitcoin trades between $54,000 and $64,000. For every four dollars invested in BTC, one dollar is invested in ETH. That is the strategy, my accumulation just started Join Premium and you will not miss out on what exactly I am buying, what I plan to build, where I place potential long orders and other of my trading targets: drprofitcrypto.com THIS IS NO FINANCIAL ADVICE BUT EDUCATIONAL CONTENT ONLY
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@SacAppraiser Why does this look AI generated??? Something about the colors and people 🧐 but maybe totally wrong
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Having a man cave is one of the best things I ever did. Not only is it good to have a cool place for me, but it’s been a magnet to invite people into. “Hey, want to come over and play pool?” Easy to say yes to that. I highly recommend. This was last night.
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@StumpGuyTy That's my island! And my fav beach too. Did you get to see the Na Pali Coast or any fav food spots?
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As our week in Hawaii comes to a close...
I’m pretty much convinced that if I ever have some big liquidity event in a future business, I will spend 6 months to a year living in Hawaii.
Best vacation I’ve ever had.
Now back to a full stump schedule tomorrow🫡
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Due to recent increases in Muslim threats against Christians online I have made a decision.
I’m going to help expose Islam more.
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@BenjaminStongMD Doing our best.
Have a great weekend, Ben.
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One of the greatest things about $MSTR and $MPJPY is the level of accountability and transparency by the CEO’s and their leadership. Fiat companies spin stories, claim forward earnings as revenue and manipulate the narrative. As Bitcoiners we come from the ethos of verify, don’t trust. @saylor @gerovich @DylanLeClair @phongle hold themselves accountable and do the best they can to stay in communication with equity holders. This is a rare quality and I believe it gets lost in the noise of the FUD abyss. I want to thank them for it and raise a toast to the future of bitcoin treasury companies and $BTC. Cheers gentlemen 🥂, to a bright, shining, orange future!
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Michael Hallman retweetledi
🔥THE ULTIMATE MSTR BULL CASE - THE GREATEST EXPLANATION EVER🔥
This is the #1 VIDEO EVER explaining the bull case for MSTR.
This is 100% TOTAL VALIDATION of the DIGITAL CREDIT THESIS using MATH, LOGIC, and POWER.
STRATEGY WILL BE THE MOST VALUABLE COMPANY IN THE WORLD:
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@AdamBLiv I'm entertained. Can you do some comparisons between $MSTR and $ASST call option returns?? 😛
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🔥THE MSTR CALL BECOMES A WEAPON IF THE STRC MACHINE RESTARTS🔥
I modeled one MSTR $275 call expiring 12/15/2028, purchased today for $27.55.
Cost: $2,755
Breakeven: $302.55
SCENARIO 1: STRATEGY STOPS BUYING BITCOIN
1. Bitcoin: $64,000 → $200,000
2. Strategy buys zero additional BTC
3. BTC holdings remain 843,775
4. CEBE mNAV: 1.01x → 1.11x
5. Modeled MSTR price: $413.05
The same $2,755 becomes:
Bitcoin: $8,609 - 3.13x
MSTR: $12,160 - 4.41x
$275 call: $13,805 - 5.01x
Fantastic. Now restart the preferred trebuchet.
SCENARIO 2: $500 MILLION OF STRC PER MONTH
That is only approximately one-quarter of Strategy’s April–May issuance pace.
Assumptions:
1. $500 million of new STRC monthly
2. $15 billion raised over 30 months (this is less than HALF of their current 2026 capital raising pace BTW)
3. Zero MSTR common stock issued to buy Bitcoin
4. Bitcoin reaches $250,000
5. CEBE mNAV expands from 1.01x to only 1.20x
Strategy ends with approximately:
BTC holdings: 974,678 BTC
Additional BTC acquired: 130,903 BTC
CEBE: 144,596 → 206,280 sats per share
Modeled MSTR price: $618.84
The same $2,755 becomes:
Bitcoin: $10,762 - 3.91x
MSTR: $18,219 - 6.61x
MSTR $275 call: $34,384 - 12.48x
That is a $31,629 profit on one contract.
The call’s return goes from:
+401% without additional Bitcoin purchases
to
+1,148% with the STRC machine operating at only one-quarter throttle of April-May's pace, with zero MSTR issuance to buy BTC accretively.
And the option becomes worth 2.49x more than in the zero-purchase scenario.
Or you could just buy Bitcoin and keep it in cold storage and sleep at night.
This is not financial advice. This is financial entertainment.
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Scary shit! Lost my wife last night on the ride to the hospital. No breath, no heart. Pulled over and had to do CPR on the side of the road until 4 cops got there, then a fire truck, and then a ambulance.
Shocked twice to get her back. Then the one doctor was not hopeful after installing 2 stents to open one 100% blockage. He said she started positioning her arms and legs. Death positioning and on a ventilator. Prayed my ass off. They warned us that if she doesn't start waking up by day 3. The doctor was amazed to see her talking on 1st attempt to back her anesthesia off. Pray for little to no brain damage. She is in a LOT of pain. May have broken a rib, but that's the least of their worries! Please Pray!
JESUS took the wheel, listened to my Prayers, and gave her more time on God's great earth!
GOD IS AMAZING
Hug your family and thank the good lord for another day!
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@Sethiepooh Thank you, Seth! I appreciate it.
CHRIST IS KING 👑
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The first words God speaks into creation become almost unbearably profound once you understand what physics discovered about light.
Light is far more than the universe’s illumination.
The speed of light is the maximum speed of causation.
Light binds space to time.
Light draws the boundary between what can influence you and what can never reach you.
Yes. Every event in existence is organized around a light cone.
Now prepare to have your mind blown:
A ray of light can cross billions of light-years between two events while accumulating zero elapsed proper time along its path.
There is no valid “photon’s perspective.” Physics does not permit a photon’s rest frame.
But mathematically, light travels along a null path:
dτ = 0
Billions of years may pass for us.
Zero proper time accumulates along the ray.
Then John opens his Gospel:
“In the beginning was the Logos… All things were made through Him… In Him was life, and the life was the light of men.”
Read Genesis through John:
The Logos commands light into existence.
Physics later discovers that light is woven into the causal architecture of existence itself.
Then Christ, the incarnate Logos through whom all things were made, declares:
“I am the light of the world.”
Consider the resonance.
The universe is mathematically intelligible.
Its causal structure is organized around light.
Scripture identifies the source of that intelligibility as Logos.
Then the Logos enters His own creation and calls Himself Light.
The first divine command was more than the universe turning on a lamp.
It was causality igniting.
Space and time becoming relational.
Reality becoming visible.
Truth entering the darkness.
LET THERE BE LIGHT.
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It is mind blowing. It also helps digest that God has no beginning or end. Here is what is crazy.. Light has no understanding of time. Time simply is non-existent for it. And God is light. But more so, God is awesome and it is a gift that we can have relationship with Him and given abundant life through Jesus!
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When was the last time you bought some bitcoin?
What price was it when you did?
I’m trying to see something.
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