zingzag

@Mr_Derivatives Massive rally inbound. Heading to $600 year end

$MSTR Due for a pamp off the break of this blue line?

@a16z Clining to old thinking. Time to update the software.

Berkshire is sitting on the largest pile of cash in its history More charts: a16z.news/p/charts-of-th…

@ROLCapital @chamath Yea they do add to the culture

@chamath Robots will arrive just in time.

This is really bad. I love Italy. If this trend isn’t reversed, it will put them under a lot of pressure.

@_J64_ OTC will be forced into open market soon. Saylor will buy another +50k BTC this month and the next month and so forth and OTC only have 1.5k BTC available. Regardless, can expect Saylor to pay more fees for per BTC purchase

The OTC desk is probably starting to dry out.

@Polymarket Too anchored to historic valuations, missing the effects of money supply growth. Valuations will continue its walk higher as the fed prints more money.

JUST IN: Berkshire Hathaway’s cash reserves hit a record $397,000,000,000.00 in Greg Abel’s first quarter as CEO.

@twistartups @Jason You don’t support it because its not a closed off investment that you can get in before everyone. Off course you will be critical of something like this. But bravo putting your intelligence on video for all to witness.

Is Bitcoin on a decline? @jason seems to think so! Most people who want exposure are already hodling. Stablecoins replaced the “move money” use case, and builders are shipping on newer rails (TAO, SOL, etc.). So where will new buyers come from? Not investment advice!

@_J64_ @Jason @alex They fully embraced retardmaxxing

“Here's the thing @Jason, I don't understand it. I've read more SEC filings than 99.99% of humans who are alive. because I'm a dork and if I don't understand it, it's too complicated for a reason.” - @alex The 0.01% are out there and front running you since 2020. Bewilderment is here and it’s not going away. @twistartups

@rektfencer Just turn logscale on, we all gooood.

🩸 THIS WON’T END WELL NO CHART STAYS PARABOLIC FOREVER ARE WE ABOUT TO BECOME EXIT LIQUIDITY?

@hillery_dan Not a bad shout, seen worse odds. BTC can do these things

If we get 1 SD above the power law trend line, this is possible.

@Bank__28 @hillery_dan @JoshMandell6 You seem like a loser, do your own homework rather than copy and blame.

@hillery_dan @JoshMandell6 You said he used that metric to call tops and bottoms But at the top he was saying "$mstr is included in snp500...not I think it will, it was I know it is" (And kept me out of $strc at $90 offering that I should have rode during bear And that metric wouldnt justify 444k at all

MSTR/IBIT Leads the Bull Market - @JoshMandell6 correctly called the top and bottom on MSTR/IBIT and his new take on $STRC. - $STRK remains a strong risk adjusted trade, especially using leverage. The volume will come back. - "The STRC Conference, 2026" was a great success, thank you to all the @TNorth supporters who came to our event. More on the horizon.

@hillery_dan @JoshMandell6 Love the colab with Josh!

@hillery_dan 100% institutions will look at the return per vol and they will slot it in perfectly into a mixed bag to achieve the funds target. Like Dalio always say the holy grail is 12 uncollected assets, and this is a good synthetic.

@lgboshoff Yes I think different strokes for different folks, levering strk is probably more institutional

@JoshMandell6 Your STRC position drawfs this MSTR buy. What will you do with ~$100k monthly STRC ROC dividends. I assume they become option premiums?

Yeah, still. $MSTR #Sevens #Fours

@myfirstmilpod Bollocks all valuetions and P/Es are up due to money expansion.

If you bought the S&P in late 2024 betting on 8-10% returns, you're about to lose a decade of your financial life. Billionaire investor Howard Marks on the JP Morgan chart everyone's ignoring: At the end of 2024, the S&P was at a P/E of 23. Historically, every single time the market hits a P/E of 23, the next 10 years returned between 2% and -2% annualized. NO exceptions. What this means: if you invested $100K at the end of 2024, by 2034 you'll have between $82K and $122K. Best case (2% annualized): you barely beat inflation Worst case (-2% annualized): you lose 18% of your money Either way, high-yield savings beats your "aggressive" portfolio This isn't a bearish prediction. It's a historical certainty based on the price you chose to pay. @thesamparr @ShaanVP

@a16z Had to scroll to find this

Scrolling is on the decline More charts: a16z.news/p/charts-of-th…

@AdamBLiv MSTR fair value price should be ~$1600 at Dec 2028, assuming BTC Powerlaw trend price $280k, Amplification 1.35, MNAV 1.5. BTC owned ~1.5mil. Look like another miss priced option. @JoshMandell6

The MSTR $275 Dec 2028 LEAPS out here acting like 7x Bitcoin and 2.5x MSTR. If you heavily allocate here and Bitcoin goes down, you will likely be a homeless crackhead. If you heavily allocate here and Bitcoin goes up, you will likely retire your bloodline and have up to six spicy Latina concubines.

@JoshMandell6 Savings accounts are cool, but what if banks wrap this into mortgage rates. Mortgage rates at 5%, STRC 11.5%. If you have the upfront capital all homes are basically at a 50% discount. Or any other thing you want to finance.

@JoshMandell6 Saylor keeps looping on 1. distribution & 2. Don’t to something because you can. Soon Morgan Stanly will offer a ~8% savings account with proceeds held in STRC, pocketing a healthy margin. Other banks will follow and compete for that margin.