Jerryd Bayless
697 posts


@TheHoopHerald When you write things like this, you instantly lose credibility.
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J Cole is actually a bucket that takes the game seriously
x.com/JColeVillle/st…
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Jerryd Bayless retweetledi

The show truly peaked in season 2 like take me back to Pierpoint bruh x.com/saokodomi/stat…
.@rArtemis37
Now that the season is over, how do yall rank the industry seasons? #IndustryHBO
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@financialjuice Kashkari is severely detached from reality if he truly believes this.
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I just think Saylor is a scammer. Same playbook from 2000.
Back then the issue was revenue recognition and accounting timing.
There was uncertainty about whether growth numbers were “real.”
Sound familiar?
This time it’s - risk asset price and market volatility
History repeats itself
- Charismatic CEO
- Conviction narrative
- Concentrated bet
- Retail enthusiasm
- Leverage
Those ingredients rhyme with bubbles. I’m a huge bitcoin guy and have been in the space since 2014. He’s bad for crypto.
Don’t get me started on the convertible debt that he’s getting for zero % supposedly. Who lends money at 0%?
This isn’t a software company anymore it’s a leveraged Bitcoin holding company using capital markets momentum.
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@nsquaredvalue According to your prior post, $BTC wasn’t going below 90k.
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Jerryd Bayless retweetledi

@LynAldenContact Lyn, put them in the fire and let their body language tell the full truth. You’re one of the last truth tellers on this app. Please do what you always do.
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When I participated on their earnings call during the bull market six months ago, I asked a bearish question about stress testing for downside scenarios.
Given the carnage today, would you ask another bearish question, or go the contrarian route and flip positive this time? 🤔

Strategy@Strategy
We’re excited to welcome leading $BTC analysts to the live Q&A during our Q4 Earnings Call tomorrow at 5 PM ET: @LynAldenContact, @LawrenceLepard, @fundstrat, and @hillery_dan.
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@nsquaredvalue Can you explain how you go from $btc isn't going below 90k a few months ago to your perspective now?
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@carlquintanilla @farrmacro Why have you become so biased in your views? Your TDS for another man is nauseating.
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> @farrmacro gets the Seeking Alpha treatment.
“.. Our BTC price target is 0.0. That’s not just for shock factor. It’s where the math takes us.”
Seeking Alpha@SeekingAlpha
Bitcoin gets a zero price target in wake of Burry warning $MSTR $GBTC $BTC-USD #stocks #trading #economy seekingalpha.com/news/4547997-b…
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Jerryd Bayless retweetledi

$MSTR vs. $NFXL (Netflix 2x ETF)
If I were a $MSTR shareholder, I would have serious questions about the 'strategy'. Don't @ me about contango I know all about it.

Timothy Peterson@nsquaredvalue
1 Bitcoin = 857 Shares of Netflix.
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@mcchiperson77 @infraa_ Respectfully, you also believed we were going to hit 444k on 11/4 with Josh Mandell’s prediction. I think it’s fair to say at this point that nobody knows what it will do in the short term, but over an extended period it should continue to appreciate.
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@infraa_ 58k gang. I think we chop sideways around 69k, previous all time high.
With a massive wick down to 200 week sma at some point. If we trade below 50k for any extended period of time, the investment thesis needs to be revisited.
Freedom tech still holds up regardless
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Men with long-term foresight understand the importance of managing their private lives in a skillful manner. In certain situations, potential business opportunities assess the objective reliability and character of a man partially through his clandestine behavioural patterns - as our intimate relationships often reveal certain proclivities. Furthermore, experienced men also recognise the passionate nature of women and that an amicable ending benefits both parties in the long run. Leaving the door slightly ajar, with just an inkling of hope, can sometimes temper the darker aspects of desire - allowing them to fade into a quiet memory over time. At times, a soft respectful ending is both a safe and a smart choice.
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