@LAR9MS @PreachingCrypto @ZeeContrarian1 That was exactly the point of the post, your reason is to speculate on price
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Kwong
1.3K posts
@PreachingCrypto @ZeeContrarian1 No. I sold when I made profit. Rebuy at the bottom.
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If you’re buying Bitcoin now, I’m genuinely curious about the thesis.
Is it the future of money? That’s what I heard five years ago, and I still can’t buy much with it.
Is it a hedge against inflation? The data suggests otherwise.
Is it a counter to dollar devaluation? That hasn’t held up.
Is it a hedge against global turmoil? We’ve seen that fail as well.
By simple deduction, there’s no clear reason to buy Bitcoin other than to speculate on price.
If you have a different thesis, I’d be happy to hear it.
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Kwong retweetledi
🧵🚨 JAPAN JUST QUIETLY TOUCHED GLOBAL MARKETS
(And 99% of investors still don’t see it)
On Dec 19, 2025, the BOJ raised rates to 0.75% - the highest since 1995.
But the rate hike isn’t the story.
The commentary is.
Read this slowly 👇
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Kwong retweetledi
#JapanRateHike | BoJ Says, To Keep Raising Rates If Economy, Price Outlook Is Realised
--BoJ Says, Wages, Prices Likely To Keep Rising
Alert: Yen Extends Decline To Intra-day Low After BoJ Decision
--BoJ Says , Real Interest Rates Expected To Stay Significantly Negative
--US Futures Lower, Dow Fut Slightly Lower After BoJ Decision
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Wow.
Buy and hold works folks.
Now the question is, what is the next $TSLA?
And is it still in the early stages?
Whole Mars Catalog@wholemars
I got into $TSLA when it was $4.87 a share (split adjusted). Today it trades over $300. A lot of people ask me how to spot opportunities like this in the market. Here’s what I tell them: 🧵
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@kevinzarabi @LA_Multi_Fam It's not really a "wall", you just leave up a few studs of the wall. It can be advantageous if your original wall has a shorter setback than current requirements.
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@LA_Multi_Fam Are there any other negative implications of keeping one wall. Like being locked into the existing foundation, footprint, or structural layout?
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If you tear down a house in LA and build new, you’re going to pay “linkage fees.”
But if you keep just one wall and call it a “renovation,” you avoid those fees.
In high-cost areas like West LA linkage fees are $23.20 per square foot. So if you’re building a 3,000 sq ft house, that’s $70,000 straight to the city.
Wonder why so many developers keep that one wall up :)
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@LA_Multi_Fam $17.6MM asking for 5 units, I dont think they were trying to optimize for unit count. 1st floor & rooftop amenities.
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The people who understand why one Bitcoin is worth $110k are much much smarter than I am.
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Kwong retweetledi
BREAKING: Nvidia, $NVDA, says the US government has banned them from selling H20 chips to China "for the indefinite future."
Nvidia says this will come with a $5.5 billion charge to Q1 earnings.
The stock is down over -5% on the news.
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@ManitouCRE @CarolWalshReal1 @jasonjosephlee Their selling would imbalance the supply side of bonds without having to liquiditate large volumes and spike rates
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@CarolWalshReal1 @jasonjosephlee Doesn't explain the volume. They only hold 11% of treasuries, of which is spread across durations. The treasury market trades ~$2-3t a day. This is way more than just China selling.
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China selling us treasuries? 🤔
The Kobeissi Letter@KobeissiLetter
This is what you call a nightmare situation: Treasury yields are now up +10% since April 3rd while the S&P 500 is down -10%. The 10-year note yield is currently up 55 basis points in 48 HOURS. In other words, we now have HIGHER rates with stocks pricing-in a recession. Something broke this week.
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Kwong retweetledi
⚠️BREAKING:
*HONG KONG'S HANG SENG INDEX TUMBLES MORE THAN 10%
🇭🇰🇭🇰
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Kwong retweetledi
TECH STOCKS IN OVERNIGHT TRADING:
1. Robinhood, $HOOD: -17%
2. AppLovin, $APP: -17%
3. Palantir, $PLTR: -10%
4. Tesla, $TSLA: -10%
5. Nvidia, $NVDA: -10%
6. Broadcom, $AVGO: -10%
7. AMD, $AMD: -9%
8. Meta, $META: -8%
9. Amazon, $AMZN: -6%
10. Alphabet, $GOOGL: -6%
US stocks have now erased over $13 TRILLION of market cap since February 19th.
The Nasdaq 100 and S&P 500 are now set to open in bear market territory.
Buckle up.
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The side effect of tariffs will on shore more jobs, but the main purpose for the government is to generate more income because it's broke.
The Kobeissi Letter@KobeissiLetter
Auto tariffs are HERE: President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US. This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US. So, why are US automakers crashing? (a thread)
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Kwong retweetledi
Auto tariffs are HERE:
President Trump's "Liberation Day" will now include 25% tariffs on cars not made in the US.
This is set to add up to +$12,500 to the price of the average new car SOLD, but not MADE, in the US.
So, why are US automakers crashing?
(a thread)
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Kwong retweetledi
After watching this, I'm totally convinced that the story about Jennifer Aniston and Barack Obama is true!
What about you?
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Kwong retweetledi
*TRUMP SAYS HE WOULD CONSIDER TALKING TO POWELL ON INTEREST RATES
*TRUMP SAYS HE EXPECTS THE FED TO LISTEN TO HIM ON INTEREST RATES
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Kwong retweetledi
Crypto investors just made history:
Exactly 16 years ago, Bitcoin was launched as the first digital currency in the world.
Today, President Trump officially signed the first pro-crypto Executive Orders in US history.
What does it all mean? Let us explain.
(a thread)
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