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Matt C⚡️
5.6K posts
Matt C⚡️
@mithcoons
Cyber Security Engineer // former Sgt of @USMC 🇺🇸 Left Curve Capital // #Bitcoin 2014
USA Katılım Kasım 2012
222 Takip Edilen22.1K Takipçiler
@Dale21M Bitcoin CAGR for past 10 years was roughly +65% ⏪
Even if we only see +30% for next 10 years, that still takes $BTC to $1 milllion a coin by 2036
Probably a lot sooner as CAGR smooths out the peaks & valleys
Set your expectations low and you’ll often be pleasantly surprised
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DEAR BITCOIN PERMA-MOON BULLS 🐂🤑🌛
Realistically, what do you expect bitcoin's CAGR to be over the next 10 years?
For context 👇
1 year = -11%
3 years = 38%
5 years = 4–6%
8 years = 37–40%
10 years = 65–70%
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Imho Solaris Energy Infrastructure is getting bogged down by overall market weakness..
-S&P 500 appears to be slowly rolling over
-Nasdaq already lost its 20 Week MA
-TradFi can't decide if AI CapEx is still bullish or a bubble
-Nvidia plunges -10% despite double beat
That said $SEI closed out 2025 with another strong quarter
I absolutely see them as a big 2026+ winner and we're only 2 months in
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Solaris Energy Infrastructure $SEI absolutely primed for next leg higher 👀
matthew sigel, recovering CFA@matthew_sigel
SEI +12%, lands second large data center customer w/ 10-year contract w/ "an investment grade global technology company" for 500 MW of power gen assets. (Solaris powers xAI "Colossus" site in Memphis; their two data center customers total 1.6 GW, with 400MW still to be leased)
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We have $SEI liftoff 🚀
Solaris Energy Infrastructure with a clean breakout and new ATH 👀
x.com/matthew_sigel/…
matthew sigel, recovering CFA@matthew_sigel
SEI +12%, lands second large data center customer w/ 10-year contract w/ "an investment grade global technology company" for 500 MW of power gen assets. (Solaris powers xAI "Colossus" site in Memphis; their two data center customers total 1.6 GW, with 400MW still to be leased)
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@olasenol @LukeGromen Its a simple question of probabilities..
Whose market cap is more likely to double over the next 2-3 years?
$35T Gold
OR
$1.5T $BTC?
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@saylor No. A store of value has to be 100% hacking resistant. It’s an existential feature. For other industries it will be important but less binary/existential.
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US Labor Market is sitting on a knife's edge:
1) US jobs now net-negative growth since May 2025
2) 4.4% unemployment rate still rising, highest since 2021
3) Healthcare sector (few bright spots), was -28k hiring in Feb
4) And spiking oil prices puts J Powell & FOMC in a bind
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@mithcoons Close your short @mithcoonns. You’ve had months of Short success with Longs being decimated.
People we’re not going back to $60K the $50s or the $40s.
Those telling you that are talking heads with open Shorts trying to move sentiment.
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If you panic sold your $BTC, I have good news..
Imho this #Bitcoin bear market will still take months to complete ⏳
Plenty of time to mute the Doomers, forgive yourself and get back in 🫵
Matt C⚡️@mithcoons
@Mvillekelowna Imho $BTC consolidates this $60-75k range first
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