Benoit

A little about me I spent 15 years in tech. In 2015 I co-founded kimkim. After years building a company, I’m now focusing on investing. I’ll use this account to share what I’m learning along the way. Mostly about: • Bitcoin • asymmetric opportunities • long-term thinking

@TheTechInvest Everyone is scaling GPUs. Power capacity isn’t keeping up. That’s the real bottleneck.

$IREN MC $16.4B Portfolio: 4.5GW including multiple GW pipeline (secured too): The estimated value of 1GW is over 30B Sooner or later, the secured power will be priced in. I am all in on $IREN but I would add these companies to my neoclouds portfolio: $WULF, $CIFR, $CRWV, $NBIS, $HUT, and $APLD.

@growthrapidly Most people wait for clarity. By then, the opportunity is gone.

The biggest fortunes are built in markets like this 📈 Not when everything is going up. When uncertainty is high.

@GordonGekko People focus on the breakout. The edge was in accumulating before it. By the time it looks obvious, most of the move is already done.

Bitcoin is going PARABOLIC just as I said it would. If you have been paying attention you have been catching these moves with me PERFECTLY. The leg to $80,000 will leave many sidelined and seething. Are you connecting the dots?

@WOLF_Bitcoin_ Speed matters. But the real constraint is trust. Agents won’t rely on counterparties. They’ll default to neutral, verifiable rails.

Michael Saylor said "AI AGENTS NEEDS DIGITAL MONEY AKA BITCOIN Because they will want to move money at the speed of light, and engage in commerce a million times faster than any kind of analog would move."

@TiffanyFong I’m available if needed

Japan needs you.

@kit_sats I’m not obsessed with Bitcoin I just can’t stop thinking about it

Most bitcoiners sleep schedule: check price at 10pm, check at midnight, check at 3am, wake up and check again. Very healthy.

@TFTC21 So you’re saying it’s a skill issue

Saylor: "If you're sitting around thinking you missed it, you're too late, all the things have been invented, you haven't missed it. You're not too late. The world has handed you all of these brilliant tools."

@LayahHeilpern Bro pulled a history Uno reverse

Japanese Reporter: Why didn't you tell us before you struck Iran? Trump: Why didn't you tell me about Pearl Harbor? LMAO 🤣

@AutismCapital Routine compresses time Novelty expands it

Life pro tip. Not enough people talk about this. The secret to having a "fulfilling" life is doing new things. Radically doing new things. Consistently. Every day. New activities, people, goals, even something as simple as trying new foods. Life feels longer when you're a kid because every day is packed with almost infinite amount of new learning. As you get older, you've already acclimated to your environment, the new inputs stop, so your perception of time speeds up drastically. You fall into routine, which is a time accelerant. If you want to feel like you have a long infinite lifespan, like you did as a child, you MUST be having new experiences, which slows time down.

@saylor @PresidioBitcoin 21 questions, same answer: Bitcoin

21 questions in 21 minutes. Bitcoin, AI, and innovation in the digital age with @PresidioBitcoin.

@phongle 1200 pages to understand what Bitcoin already solved

An important start to an important discussion for Bitcoin adoption by large financial institutions.

@BitcoinTeacher_ Keeps happening Remember Bitcoin bottomed right as MSTR earnings hit on Feb 5

I can admit the humor in $MSTR buying 20,000 Bitcoin and then the price dumping the same week😂

@TheOnlyZang What drove the move out of $CLSK? Thinking about doing something similar for tax-loss purposes.

Converted the rest of my $clsk in the main account to $bmnr and $mara Still hold a small amount since it’s in capital gains

@hillery_dan If $STRC was mispriced, the market would fix it

STRC's yield is set by market participants. This fact has been largely missed by those who believe Strategy goes bankrupt. (+ they have massive amounts of coverage for these divs)

@throwabull I think $ETHB is just better. I made the switch from $ETHA to $ETHB. x.com/benoitz/status…

why buy $eth over $ethb? as someone who is casually investing. it’s cheaper to buy/sell it. it pays out competitive staking yield. that paying 0.85% on every dca buy isn’t fun; not to compound and sell at 0.85% again later.

@mikealfred Bear markets end when everyone’s convinced they won’t

This bear trap may have been one of the most ruthless and vicious I've seen in more than 27 years of investing. So many people got fooled in to thinking we are heading in to a deeper bear market when the 4+ year bear market actually ended in early February when Bitcoin bottomed.

@kevinxu Shorts about to learn

the short squeeze next month is gonna be insane

@HaileyLennonBTC Retail panics at $70K Institutions file S-1s

Bitcoin under $70K is wild

@dollar_mara Epic journey

$MARA moving up. On the journey to the top

@DollarCostAvg Rotating into the real bottleneck

Sold $SOFI Bought $IREN ✅ Re-Balancing the Port a bit. $NVDA $CIFR $NBIS $CRWV