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#BTC vs. #ETH 👇🏼

@LynAldenContact Once the screenplay is complete, think you'd go with Denis Villeneuve to direct or more of a Chris Nolan vibe? I expect this in theaters Summer 2028 and look forward to Satoshi's cameo. 🍿

The book includes the US fighting wars in the Middle East. Part of me was like, "Is this based on recency bias? Surely we won't do this in the future, right?" But then I was like, "Nah, we're definitely going to do it again, it's in." Then we did it as soon as it was published.

The 1,700 comments to this post are an absolute goldmine, btw.

@mastherthespian @JacobKinge And we're all very proud of you. Most idiots go their whole lives unaware of themselves. Not you though; just 10 short years and looks like you're already catching on. Keep it up champ!

@JacobKinge It’s funny, we’ve gotten to the point where I believe Iranian state, sponsored media more so than my own United States leaders press conferences. And I voted for trump 3x

JUST IN: Donald Trump says Iran has sent “10 large oil shipments” to the U.S. as a goodwill gesture, signaling potential interest in a peace deal. This comes amid heavy early losses for Iran, with an estimated 48% of its leadership and military officers killed in the first week of the war, along with its airspace being entirely controlled by U.S. and Israeli forces.

@DavidSchwartz70 Brilliant! You know that heckler left smiling.

Zohran Mamdani is being heckled right now at a press conference in Brooklyn, NY, by someone whose words I can't hear, but watch how he's dealing with it. Mamdani has the unique skill of knowing how to handle and walk into every room and engage with people, no matter how toxic they are or how their feelings are against him. And many times, make them feel heard. Elected officials, nonprofit and religious leaders, advocates, and activists on both sides of the political spectrum who met with him told me that. Don't take my word for it, President Trump is pretty public about it. That's why he's currently the mayor of New York City. If you don't like his politics or you're like me, who opposed his candidacy and is still troubled by some of his actions and statements, then don't take this post the wrong way; read into it how you should be better to communicate your message. Yes, putting ego aside for any public figure is not easy.

@OVRT1ME @KobeissiLetter Troomp Sr. since 1960: Enriching himself while fucking over the American people. Troomp since 1980: Enriching himself while fucking over the American people. Troomp since 2016: I will make America great again. Americans: D'uuuuhhh oKaY Day 1: Hires Earth's wealthiest human

@KobeissiLetter I called this shit already. It’s plain as day what they are doing. They are manipulating the markets and enriching themselves in the process while fucking over the American people. Can’t believe I voted for this shit

Is this the best timed trade of 2026? At 6:50 AM ET today, $1.5 BILLION in notional value worth of S&P 500 futures contracts were bought. This trade was so large it sent the entire index +0.3% higher that minute. Then, 14 minutes later at 7:04 AM ET, President Trump announced "productive discussions" with Iran were underway. By 7:10 AM ET, the S&P 500 had added +$2 TRILLION in market cap. That $1.5 billion position gained +$60 million in minutes. Absolutely incredible.

@adamscochran #TACO strikes again! 🌮 Well, by strikes I mean the tweeting of the threats followed by the elegant moonwalking of them back.

The best read here is: * Trump folded before markets open * Meaning the situation in Iran is worse than the US is letting on in general I would assume: * Iran unswayed by bluff * No plan to open Hormuz * US knows Israel plans to continue escalations * Trump being squeezed by markets * Gives insiders relief and more grift profit * We see Israel continue strikes * Strait outflows still low this week * Closer we get to Friday close, the more strikes escalate again * In 1-2 weeks when US troop deployments start arriving, they put boots on the ground starting in Kharg with large US losses. If no off ramp prior, that’s when the pain and scale of this war starts to become realized by US news (and markets) who have become overly trusting of a President who lies through his teeth.

@BullBrezza @willywoo NW of the US $153.2T (Assets-Debt) ~130M Total Households in US Top 10% (13M HH) hold $104.2T (~68% ‼️) or ~$8M avg/HH but large skew bc 👇🏻 Top 1% (just 1.3M HH) hold $48.6T (~32%) or $37.4M avg/HH While 🔻50% (65M) split $4.25T or ~$65K /HH 😣 Good thing AI creates jobs

"1/3 of the way through the bear market." That's the most specific and most important sentence in this post. And almost nobody is asking the right follow-up question. If Willy is right- and his on-chain track record earns the benefit of the doubt - Then we have roughly 2/3 of a bear market left in a macro environment that looks like this: $138 oil. Fed unable to cut. Private credit defaulting at 5.8%. Housing unaffordable at 135-year highs. Treasuries selling off in a crisis. And a war with no visible exit ramp. Every previous bear market had a catalyst that ended it. 2018 — Fed pivoted. 2020 — Fed printed $4 trillion. 2022 — inflation peaked, pivot expectations began. 2026's bear market ends when what exactly? The Fed can't pivot while oil is $138. Printing money into $138 oil is just inflation with extra steps. Futures buyers powering this move will get hunted. Willy is right about that part. But the scarier question is - what's the catalyst for the 2/3 we haven't seen yet? Because this time the tool that ended every previous bear market is the same tool that makes inflation worse. The exit door that always existed might not be there this cycle. That's not bearish for Bitcoin specifically. That's bearish for every asset that needed central bank rescue to find its bottom. Bitcoin is the only one that doesn't need the rescue. It just needs time.

Fundamentals continue their local strength which opens the door to mid-80s, which is the cost basis of short term holders. Futures markets have been powering this move, these are shorter term buyers. This type of liquidity has draw backs, including whipsaw price movements to hunt liquidations. Beware this will be a bull trap, the bottom structure has not formed yet. From the liquidity picture I'm looking at we are around 1/3 of the way through the bear market.

@MarketMike In other words, is there data showing how many FTDs occurred that ended up *not* marking bottoms and instead went lower low / rally / lower low n times before the next FTD signal criteria marked the actual bottom? Perhaps it's still actionable but curious if it outperforms. ty

@MarketMike @MarketMike This is a good rule set to help confirm trend reversal that in *hindsight* coincide w actual bottoms, but ex-ante, I'm not sure FTD signal produces an unconditional *forward* edge. In real-time, it seems multiple candidates would've given false-positive signals(?)

My last thread on bear market tops went viral, so I made the sequel. This time I charted every $SPX correction of -10% or more over the last 20 years. Not the tops. The bottoms. Because every single one of these lows shares the same signal before the rally began. William O'Neil called it the Follow-Through Day. 10 corrections. 10 bottoms. Let me show you 🧵

@Aquilae_80085 @dieworkwear Agree 💯 And sure, you can roast a maga with facts and figures, basic maths etc, But it hits different when Idk, magaPatriot1776, ranting about "bring jobs back to the US!" and "Buy American!" is cooked when menswear guy finds his exact outfit, zooms in on the tags and 😂💀

@dieworkwear Few things bring me as much satisfaction as watching menswear guy cookin fools on Twitter.🤣

since you started your account on aug 2021, you've tweeted 490,800 times. that's about 291 times per day, or roughly 18 tweets per hour (assuming you sleep for 8 hours), every day for almost five years. the reason why you don't see this america anymore is bc you don't go outside

@bill_c10 @AnishA_Moonka No, being irrational is thinking that you, (as human w ~76 yr avg lifespan), just bc you can do math, say 1 billion * 1Y, and you know how 1Y feels (*barely*), it means you can scale that out to 1B Y. It's impossible. It's beyond human scope to feel how much can happen in 1B y.

@AnishA_Moonka there is no way that this beauty, order, complexity, and sophistication arranged itself through time and chance acting on matter. No way. This belief is irrational.

That one neuron connects to about 7,000 others. Your brain has 86 billion of them. Do the math and you get somewhere around 100 trillion connections inside your head. More connections than stars in 1,500 galaxies. And each connection point is way more complicated than anyone expected. A Stanford lab found that every single connection contains about 1,000 tiny switches that can store memories and process information at the same time. So your brain is running roughly 100 quadrillion switches right now, while you read this sentence. The wild part is the power bill. Your brain runs on 20 watts. That’s less energy than the light in your fridge. The world’s fastest supercomputer needs 20 million watts to do the same amount of raw calculation. A million times more power for the same output. We’re still nowhere close to understanding how any of this works. In October 2024, a team of hundreds of scientists finished mapping every single connection in a fruit fly’s brain. Took six years and heavy AI help. That fly brain had 140,000 neurons. Yours has 86 billion. Google and Harvard also mapped a piece of human brain last year, a speck smaller than a grain of rice. That speck alone contained 150 million connections and took 1,400 terabytes to store. The lead scientist said mapping a full human brain at that detail would produce as much data as the entire world generates in a year. A tiny worm had its 302 brain cells mapped back in 1986. Almost 40 years later, scientists still can’t fully explain how that worm’s brain keeps it alive. Your brain has 86 billion of those cells, each one wired to thousands of others, each wire packed with a thousand switches, all of it humming along on less power than a lightbulb.

@Choosey_Beggar @KobeissiLetter What happened: Trump obliterated targets, but said not oil. "Anti-Trump! What really happened?! Give it in maga speak!" Trump obliterated targets, but said not oil, libtards! 'Murica Fk Yeah! Clearer now buddy?

@KobeissiLetter The Kobe Kobeissi Letter, is clearly anti Trump. Take everything they post with skepticism.

What just happened to Iran's Kharg Island? President Trump just said the US has carried out the "most powerful bombing raids in Middle East history" on Kharg island. This is a MAJOR escalation for oil markets. Here's why: Kharg Island has been described as the "crown jewel" of Iran's oil industry. It is a vital, tiny island in the northern Persian Gulf that manages ~90% of Iran's crude oil exports. Kharg Island alone handles ~2% of global oil supply. In the lead up to the war, Iran was exporting as much as 3 MILLION barrels of oil per day from Kharg Island. Trump said that the US military has "chosen NOT to wipe out the Oil Infrastructure on the Island" for now. However, President Trump also said he will reconsider this decision should Iran "do anything to interfere with the free and safe passage of Ships through the Strait of Hormuz," which Iran is clearly doing right now. In other words, President Trump appears to be paving the path for the destruction of oil infrastructure on one of the world's most crucial oil ports and islands. It's no coincidence this came just 2 hours after markets closed for the weekend. Buckle up for a busy weekend ahead.

@ellahogaranya @blknoiz06 Sure. It's a Fitbit-style surveillance and data collection device marketed as a "health tracker" (aka Fitbit) but targeting higher income demographic. IOW, same shit, much cost, social flex Same garbage Privacy Policy given to poors, w added spend on fake defiance ✊🏻 Cost 😅

@blknoiz06 Can somebody elighten me?

do any of you guys use those whoop things

@ramit But wouldn't the cost of renting for 30 years be about the same as the return on $200K invested? Say, $3K a month or $36K per year, going up in cost on average by 2.5% inflation per year over 30 years hypothetical = ~$1.58M spent on rent In other scenario you'd have a house.

If you bought to buy a $1 million house and put 20% down, your down payment alone would be worth ~$1.6 million in 30 years if invested in the stock market (Yes, accounts for inflation) Always factor in the opportunity cost of your down payment when analyzing buy vs rent

@Mr_Derivatives 💯 I do this so I don't get caught with my pants down when my pants are down.

Ok I just need to get this off my chest before the market opens. Please be honest. Is trading while sitting on the toilet common?

@OccupyDemocrats John Kennedy stewing rn "Youngin think he gon make me out a fool.. ain't got but no respect for his elders... Boy razzin' me with that inna'net sarr-casms.. Prob was in your diapers when I was gut bustin durin' the Carter administration!* ... "can't believe I said 'gag reflex'"

BREAKING: Republican senator hurls STARTLINGLY personal insults in hearing after immigration expert refuses to back down. Things got awkward fast for Senator John Kennedy. During a heated Senate Judiciary Committee hearing, the Louisiana Republican tried to score political points by grilling immigration expert David Bier — the immigration studies chair at the libertarian Cato Institute — over several of Bier’s past social media posts criticizing mass deportation proposals tied to Donald Trump’s immigration agenda. Instead, the exchange quickly turned into an embarrassing moment for Kennedy. Kennedy opened by attempting a patronizing jab. “You seem to be a very smart guy, and you seem to be a nice enough guy,” the Republican senator said. Bier calmly replied, “Thank you, Senator. You seem smart as well.” Kennedy immediately recoiled: “Don’t, don’t…” From there, Kennedy began reading Bier’s social media posts aloud in an effort to paint them as “hyperbolic.” One post argued that people should refuse unethical orders even if those orders are technically legal. Rather than retreat, Bier flipped the question back on Kennedy. “Do you disagree with it?” Bier asked. “You think people should do unethical things in their capacity?” Kennedy dodged the question and continued reading more posts, including Bier’s criticism of a proposed policy calling for deporting tens of millions of people. Bier didn’t budge. When Kennedy accused him of exaggeration, Bier explained exactly why he stood by his comments: deporting 100 million people would amount to “ethnic cleansing” and could strip roughly a third of the country of its population. Even when Kennedy tried to mock him further, Bier calmly defended federal judges who rule against unconstitutional immigration policies. “They put their names on their rulings,” Bier said. “They stand behind their constitutional rulings.” Kennedy’s response? A personal insult. “You trigger my gag reflex,” the Republican senator snapped. That’s when the moment spoke for itself: one side arguing policy and constitutional principles, the other resorting to theatrics and schoolyard taunts when the argument didn’t go their way. If Republicans thought this hearing would intimidate critics of extreme deportation policies, it had the opposite effect. Please like and share!

@DocGrace @NC_Physicist @ForwardCarolina @Cato Really, a free fall?? The costs are only ~2-3% of told Medi-CAL costs. Not anywhere near a catalyst for free fall. And also, this 👇🏻 (Might wanna prepare whatever device you use for reality blocking. Or just cover your earballs.)

@NC_Physicist @ForwardCarolina @Cato In California, they fund illegals healthcare which has sent the state into a free fall. Over 11+ billion per year and growing. Additionally, schools, wages earned don’t benefit the US, esp given how it is usually sent overseas.

The @Cato Institute, a libertarian think tank, is out with a major new research study showing that immigrants, both legal and illegal, contribute significantly more in taxes than they receive in public benefits. And there's more: because immigrants (both legal and not) are such large net-contributors of tax revenue, they also structurally reduce government budget deficits.

@burrytracker And I hear big things on the horizon for Compuhyperglobalmeganet $CHGMN 🚀

26 years ago today, the dot-com bubble peaked At the time, these were the biggest tech companies on earth: • Yahoo: $125B company → delisted • Sun: Powered the internet → gone • Intel: Dominant chipmaker → -20% • Cisco: Most valuable stock → flat • Microsoft: The "boring" pick → +720% • Amazon: A bookstore → +6,290% But the company nobody was watching in 2000: Nvidia → +73,000% The next Nvidia is out there right now

@Impitoyable @dieworkwear So, there were these 11 guys, real sharp dressers, rizz off the charts, eloquent in their words, confidence w/o arrogance. One day they walk into a casino, yadda yadda, walked out with millions. Forget the details, but with one judicious glance I knew they were swell fellas!

@dieworkwear What you wear and how you speak are direct indicators of your inner qualities and how they developed. It would be totally impossible to interact with other humans *without* judgement. To act on such evaluations judiciously is the salient responsibility.

honestly seems crazy to me that you have to explain to people why you shouldn't judge someone's deeper, more important qualities or dignity based on their clothes. this strikes me as mr rogers, sesame street level morality. and grown ass adults will be like "what do you mean??"

For some context: Oct 24, 2008, while fairly ugly for US, was a global panic day. One of the worst sync'd equity crashes ever and the crisis went full global. Trader's POV: cross-asset corr. ~1.0 Vol →💥 liquidity →💨 funding →📈 forced deleveraging, microstructure crisis.😬

One of the best things that midstage Info Tech made possible (~2010-'20) w high speed access, large bwidth and "free" YT content, is the availability of uninterrupted replays of live coverage during Black Swan events. cc: @Mr_Derivatives Fascinating eh? youtu.be/ja3CK3XDV5I