Sam

@FinFreedom414 😂

My gut says that those waiting bitcoin:native to put in new lows in the coming months are about to be wrong in a big way.

@GiovanniIncasa I tripled my stack, all in cold storage. 😂 that is why I absolutely have no problems btc dropping another 50%. Learned my lesson from last cycle. Hope is not a strategy. There is a bull market somewhere.

It amazes me how many Bitcoiners are still obsessed with Bitcoin Treasury companies while they miss the generational AI bull run of the century. Couldn't be me.

@waltoshi @HodlMagoo Nah; we probably hit 40l this year lol

@HodlMagoo You still think it hits ATH this year?

Why did Bitcoin rise while Net Liquidity went sideways? Look at the bottom-right. • Net Liquidity versus Bitcoin — the legacy macro thesis • Net Liquidity component decomposition • Composite regime score: 45 out of 100 (yellow) • Stablecoin supply versus Bitcoin When crypto-native dollars expand, Bitcoin follows.

@RothCompounder @Crowded_Mkt_Rpt Shorting till 50k

@Crowded_Mkt_Rpt There will be a single god candle bringing $BTC from 74k to 1M per coin and you will have zero chance to get in.

Im just the messenger. Do with it as you see fit:

@BitcoinIsaiah Painful for bitcoiner; wonderful summer for tech investor lol

Bitcoin has 4 days to get back above 76.3k, or we could be looking at yet another painful summer.

@aganstwallst lol, no one is left in crypto to care. Drop to 50k and no one will care.

The scenario everyone feared for Bitcoin… IS ACTUALLY HAPPENING bitcoin:native $MSTR

@IIICapital @BitboBTC @Giovann35084111

The Bitcoin Power Law model suggests BTC should be ~$163,500 today. I suspect we are approaching a major rotation of capital into Bitcoin.

@EoghanH @SSJCurrency @base Do yall have a burn dash board like VVV?

@SSJCurrency @base Instead of sitting around with thumbs up asses while narrative-based shitcoins (quite literally) rugpull you Could jump into a coin that hasn't stopped building in 3.5~ years All it needs is amplification, and it'll run beyond any of the AI larp coins rugging your liquidity.

There's a lot of trenching going on @base right now with many tokens popping out of nowhere on the daily and being pushed to 200-300k before they top and collapse back Some are actually doing great like openhuman and Surplus but the majority are just PnD's My take on this whole situation is that most folks are finding easier wins in emerging tokens and some are rotating out of idle tokens to chase those green candles IMO, if we do not get a proper 100M runner we won't get proper liquidity flow and most PnD's will vanish When things settle down, long-term oriented projects with a clear timeframe and proper execution will see netflows come back into their tokens

@RealOpenArmy @DD_Henney When you invest in his fund and ask for money back, he says nope 👎

@DD_Henney my view about him has not changed: mr. noble has ~45 years of investment experience, but none of it really applies to growth companies. recent public data suggests he isn’t someone you’d follow for growth plays.

this could be an indication that someone may be mentally unstable, unwell, or both.

@jeffye888 That is probably 5 years down the road. I think tokenization is probably higher prior

Here’s an idea: $OPEN partners with AI Labs to share their data for model training Use funding to accelerate market expansion / subsidize buyers and sellers This allows the average American to IMMEDIATELY benefit from the AI winners through more affordable housing

@EoghanH @Crypto_McKenna Isnt he one of the advisor on imgn?

@Crypto_McKenna Here, or I start killing people tbh

Seeing some capitulation signals on Ethereum. Not saying I am directionally bullish Ethereum but indicating there is lots of capital to rotate into the fastest growing assets in the space. I’m thankful for what Ethereum has done for the space and it’s what really got me involved in crypto. But I don’t see its place in any portfolio. Capital will rotate out of Ethereum. The question is where does that capital flow?

@Twotternx @infraa_ @avidknit 10 yr yield will go down, treasury is collateral

@infraa_ @avidknit Sorry a I’m dumb what does not enough collateral mean in this sense?

Just so everyone understands how crazy this is: Last time SOFR (secured overnight financing rate) was this far below the fed funds rate- the system was so awash with dollar liquidity, the Reverse Repo had a $2.4 trillion balance They really printed...

@jameslavish @CryptoParadyme fortunately statecraft > market. With hegemony you can force the curve lower.

Good morning. For anyone expecting rate cuts next year, I have some bad news. Have a great weekend.

@GMN_watch They need better customer service 😑

Talent density at $OPEN is not yet understood by the market. In time it will be very clear.

@nejatian Customer service is shit. You are failing your mission

The talent coming into Opendoor these days is just insane. I'd put us up against any company in tech.

@nejatian @youngschwab Kaz, you need to focus on the customer and less on the models.

@youngschwab Our customer support queues were very long and terrible while we had outsourced customer support to Mexico. Since we brought them back and hired in Miami, our support is getting better every day - especially with wait times.

@cryptorover No

Will the Clarity Act pass? Yes or No.

@OGDfarmer Europe is way better

Every time I waych these votes it’s this vague dispair stream of being governed by senile people at the tail end of their life with no real, deep understanding of the important matters discussed and only voting on political agenda and personal interest. These are the people shaping our future. You’re not angry enough.

My favourite minute from the $OPEN House. What a legend this man is! "Most CEOs will tell you they wished conditions were friendlier. I am telling you the opposite." "We chose HARD MODE."

@TheLongApe Not short seller pushing it down, just people giving up.

$OPEN Short Interest and Float is going down.