Johnny Jensen

@saylor @Strategy Godlike.

The Orange March Continues.

@SimonDixonTwitt Then he decided to blow up Iran's power plants.

Off ramp narrative coming.? Trump post about considering winding down military efforts in the Middle East.

@bramk Very true.

Every major wisdom tradition in human history has identified the same prerequisite for spiritual awakening: unoccupied time for inner contemplation. The modern fiat monetary system, through inflation, debt, and wage stagnation, has structurally eliminated this prerequisite for the vast majority of people.

@CrisReed Called The Big Print by @LawrenceLepard. Great book.

The only thing I know for certain is that they’re going to print an unbelievable amount of fiat.

The funniest part about Bitcoin is that it keeps humiliating people with graduate degrees. An Ivy League economics professor with three monitors, a Bloomberg terminal, and a $240,000 education will explain why Bitcoin has no intrinsic value, then log into a bank account paying 0.01% while his purchasing power gets sent through a wood chipper.

@Gamer7Pj @LynAldenContact Oh they're already in.

@LynAldenContact Let's see if Russia or China steps in. This should be good.

Writing any sort of macro research report is certainly on hard mode these days.

@KobeissiLetter What's happening behind Trump's ears?

President Trump over the last 36 hours: Friday, 3:40 PM ET: "I don't want to do a ceasefire with Iran." Friday, 5:15 PM ET: The US is "considering winding down" the war with Iran. Today, 2:00 PM ET: Axios reports Trump is planning "peace talks." Now: "If Iran doesn’t open the Strait of Hormuz within 48 hours the US will obliterate Iran's power plants." What's happening behind the scenes?

Imagine the war dragging on and the Fed being forced to RAISE rates.

@biancoresearch That'll do it.

1/2 About 40 minutes ago ... *TRUMP GIVES IRAN 48 HOURS TO OPEN STRAIT OF HORMUZ

Imagine being a hedge fund manager trying to price risk while the President sounds like he’s freelancing World War III from the toilet. Nobody knows what the plan is. There is no plan. The plan is vibes, caffeine, and one man screaming into his phone like the manager of a failing Atlantic City steakhouse. You open your brokerage app and everything is red, except oil and defense contractors, because of course. Of course. Every time civilization starts wheezing, Exxon walks out in a tuxedo with a martini and Lockheed buys another island. The Nasdaq looks like it got hit in the face with a folding chair because suddenly the market remembered that semiconductors do, in fact, require an operating global economy and not just TED Talk confidence and a black turtleneck. And Trump, God bless him, is tweeting like a guy who was handed six different war briefings, understood none of them, and decided to freestyle foreign policy from the toilet. “We may be winding down.” Great! “We may obliterate their power plants in 48 hours.” Fantastic! “Oil sanctions are off, but also maybe on, but also maybe we’re taking the island.” Beautiful. Just beautiful. This is why the market can’t price anything. You can’t build a discounted cash flow model around a national mood swing. There’s no Bloomberg terminal function for “presidential posting episode.” There’s no options chain for “what if the leader of the free world says three contradictory things before lunch and Brent crude goes vertical while JPMorgan analysts begin quietly chewing through their own ties.” The average investor is just sitting there like, “I bought an index fund because they told me it was safe.” Safe? SAFE? Your “safe” portfolio is now directly connected to whether some 28-year-old NSC staffer can stop a rage-post from becoming a missile exchange before the European open. That’s your diversification. Congratulations. You own a basket of companies whose earnings now depend on whether Hormuz is open and whether Trump has confused deterrence with posting. And Wall Street still does the same little dance every time. “Well, maybe this is already priced in.” Oh really? Already priced in? Was the possibility of a full-blown oil shock, shipping disruption, inflation resurgence, and presidential caprice “priced in,” Chad? Was it in the spreadsheet next to “soft landing” and “AI productivity miracle”? No, it wasn’t. What was priced in was endless delusion, infinite buybacks, and the belief that history had ended because the S&P had a nice quarter. Now everybody’s doing that thing they do where they act shocked that war affects markets. “Wow, yields are up. Wow, energy’s squeezing margins. Wow, rate cuts are less certain.” Yes, genius. That tends to happen when the world’s most important oil chokepoint turns into a live-action Call of Duty map and the White House communications strategy is basically drunk casino owner at 2 a.m. This is the real genius of the modern empire. It can’t build a train station, can’t balance a budget, can’t explain what victory looks like, but it can absolutely vaporize your 401(k) with a single weekend news cycle. That part works flawlessly. That part is incredible. The only truly efficient American institution left is panic transmission. We get chaos from the battlefield to your Robinhood account faster than Amazon gets paper towels to your porch. And the best part is that by Monday morning every idiot on television will sit there with perfect hair and say, “Markets dislike uncertainty.” Wow. Thank you, Socrates. What a contribution. They dislike uncertainty. Incredible analysis. We’ve spent billions on financial infrastructure just to reinvent the village idiot pointing at the sky going, “Storm bad.” That’s where we are. The market is a hostage, oil is a weapon, diplomacy is a hallucination, and the President is posting like a divorced nightclub owner who just found the nuclear football in a Denny’s booth. Everybody wants calm, nobody has control, and your portfolio is being managed by events that sound fake even when they’re real. Absolute clown planet. Premium clown planet. Goldman Sachs clown planet with institutional custody.

@SecScottBessent You have no idea what you are talking about.

Iran is the head of the snake for global terrorism, and through President Trump’s Operation Epic Fury, we are winning this critical fight at an even faster pace than anticipated. In response to Iran’s terrorist attacks against global energy infrastructure, the Trump Administration will continue to deploy America’s economic and military might to maximize the flow of energy to the world, strengthen global supply, and seek to ensure market stability. Today, the Department of the Treasury is issuing a narrowly tailored, short-term authorization permitting the sale of Iranian oil currently stranded at sea. At present, sanctioned Iranian oil is being hoarded by China on the cheap. By temporarily unlocking this existing supply for the world, the United States will quickly bring approximately 140 million barrels of oil to global markets, expanding the amount of worldwide energy and helping to relieve the temporary pressures on supply caused by Iran. In essence, we will be using the Iranian barrels against Tehran to keep the price down as we continue Operation Epic Fury. This temporary, short-term authorization is strictly limited to oil that is already in transit and does not allow new purchases or production. Further, Iran will have difficulty accessing any revenue generated and the United States will continue to maintain maximum pressure on Iran and its ability to access the international financial system. So far, the Trump Administration has been working to bring around 440 million additional barrels of oil to the global market, undercutting Iran’s ability to leverage its disruptions in the Strait of Hormuz. President Trump’s pro-energy agenda has driven U.S. oil and gas production to record levels, strengthening energy security and lowering fuel costs. Any short-term disruption now will ultimately translate into longer-term economic gains for Americans – because there is no prosperity without security.

@scottmelker Nice ALL CAPS there Scott. Btw I really enjoy your solo friday rants.

STRATEGY $MSTR CEO PHONG LE SAYS MORGAN STANLEY 2% $BTC ALLOCATION RECOMMENDATION COULD TRIGGER $160B BUYING WAVE

@CernBasher Norwegian gov has heavily penalized ICE cars through taxes, so TSLA and other EV's just more economic. Nothing special with TSLA.

The Norwegians must be, collectively, the smartest people on the planet.

@BitcoinbyHeart @hillery_dan @TheBTCTherapist People have not been taught money.

@hillery_dan @TheBTCTherapist People just don't understand money 😂😂

“Bitcoin is overvalued.”

@knutsvanholm @MbarkCherguia Exactly.

@MbarkCherguia Because we went off the gold standard.

Why did humans stop building wonders?

Morgan Stanley Wealth Management oversees about $8 trillion in AUM and recommends 0–4% bitcoin allocation. A 2% allocation would represent $160 billion, ~3X the size of IBIT. $MSBT: Monster Bitcoin.

Capital gains taxes on Bitcoin in Japan going from 55% to 20%. BULLISH.

Good morning Gold and Silver. It's your turn to be the source for cash. Sincerely, Bitcoin

So to summarize. The President says we won the war, are winning the war, will win the war if other countries help but that we also need no help to win the war that we already won. You also can’t call it a war because it is an “operation.” And we are at war to destroy nuclear capabilities that were totally destroyed last year but also to force regime change to an unknown leader who “could be worse.”

The US is now blocking humanitarian aid to Cuba. What tf is wrong with US????