Tweet fixado
Wolverine Krypto
4.1K posts

Wolverine Krypto
@wolverinekrypto
Mining Bitcoin, mocking fiat, dodging bad trades. Daily takes on BTC, markets, and money moves.
The Genesis Block Entrou em Haziran 2009
545 Seguindo435 Seguidores

@wolverinekrypto @PierrePoilievre @joerogan @CBCNews It showed us who is!! Might make sense if he DIDN'T ONLY GO TO EVERY FAR RIGHT ASSHOLE THAT LICKS TRUMPS ASS ... gives madman a pass, helps him cheat, disenfranchise voters, burn books, take women's rights, support military in cities WANT TO FUCKING NATIONALIZE VOTING
English

Fighting for 🇨🇦 jobs and tariff-free trade with our American friends on the world’s biggest podcast.
Thank you @joerogan for an amazing show.
Full episode: youtu.be/JtbGgSwuE_U?si…

YouTube
English

@AntiquesDeva @PierrePoilievre @joerogan He should have be on all pods. If center left, center and center right heard his message he'd have won by an absolute landslide.
It's hard to imagine how getting your message out on the biggest podcast in the world is stupid in any regard.
Enjoy @CBCNews 🙃
English

@wolverinekrypto @PierrePoilievre @joerogan Do you really think going to all the far right Rump bootlickers & MAGA folk is the flex he should want? Can't win w/only Maple MAGA types, and everyone else sees this for what it is ... reaching out to all the ppl who supported Trump's tariff & 51st bullshit. Ppl sure are stupid
English

@ronmortgageguy Ron,
You clearly understand the macro picture and that governments will print their way out. That makes hard assets like Bitcoin and gold the obvious trade. Feels like a natural lane for you to lean into.
Just my two cents.
Love the pod!
English

I'm not sure if it's insecurity or simply Trump's realization that the guy (Carney) he's dealing with hasn't yet understood he has no cards to negotiate with, so Trump chooses to ignore or punish him. I'm guessing Trump would prefer Canada to reach its own conclusion to join the US. With all the self-inflicted damage, Canada is well on its way to that outcome. The big question in my mind is whether the US will want to take on the burden of cleaning up another mess when we're already dealing with our own self-made mess here.
English

@sweatystartup Been a +ev bettor for over a decade and I actually agree with Nick and @haralabob here.
Young men are getting absolutely smoked by gambling. It's not good for society all things being equal.
Mounting debt everywhere and they are sold a dream that is very hard to succeed at
English

@spanky @HarryDCrane I've been a +EV for over a decade and I totally agree with Nick ironically.
99% of bettors are young men who are getting absolutely crushed. I see it everywhere.
Totally price insensitive and think picking sides is how you pick winners and become a winner.
English

Amazing how this idiotic prohibition-era style of thinking still exists after 100+ years.
Nick Huber@sweatystartup
BAN SPORTS BETTING. It is ruining lives. It is highly additive. More and more men are getting hurt. Families torn apart. Leading to suicide, divorce, destruction. Unreal we are letting them advertise to our public 24/7.
English

@JeffreyBenson12 @grpwins Jeff you are on quite the heater lately my friend!
English

@grpwins Just remember you skipped town on circa survivor over a grand yet you are willing to torch 4x that on the charlotte f’ing hornets?! Make it make sense, George.
English

@Rajatsoni The humility is extremely rare on CT. Appreciate you
English

Bitcoin's price action has truly shattered my ego
I've lost all the confidence I ever had in my ability to predict where Bitcoin's price will go in the short term
Deep down, I wanted to believe that I could time the market
NOBODY CAN
I'm willing to admit I know absolutely nothing about what will happen in the next few months or 3 years
I thought 2025 would be a blowoff top year since 2023
My prediction was that Bitcoin would be around $250,000 by the end of this year
But my short-term predictions are TERRIBLE
I still believe that if you have a long time horizon (5+ years), you'll be fine
Ready to be proven wrong by the market 😂
My goal is to keep stacking whenever I can and hold through the noise
English
Wolverine Krypto retweetou

MICHAEL SAYLOR'S STRATEGY HAS CRASHED 56% IN JUST 56 DAYS.
Strategy holds $55 Billion worth of Bitcoin but its market cap is now just $47 Billion.
And here’s the confusing part:
One of the biggest fears around MSTR was the idea that they might be forced to sell Bitcoin to keep paying dividends.
But that risk is now off the table.
Strategy just set aside $1.44B in USD reserves, enough to cover 23 months of dividend payments without touching any of their BTC.
So the main reason people were worried is gone but the stock dropped even harder.
This is where the valuation gap becomes very clear:
↣ Their assets (Bitcoin + cash) are worth more than the whole company’s market cap
↣ Even after subtracting their $8.2B debt, the net value of their Bitcoin is still above the market cap
↣ Their LTV (loan-to-value) which means how much of their BTC value is backed by loans, is at very safe levels
↣ Their balance sheet is cleaner than it has ever been
↣ Their Bitcoin stack keeps increasing
Under normal conditions, a company with assets greater than its market cap usually trades at a premium.
But the opposite is happening.
Which brings us to the real issue:
The selling pressure on MSTR does not look natural.
In the last two months, several things happened at the same time:
↣ JP Morgan sharply raised margin requirements for MSTR trading
↣ The MSCI classification issue added more pressure
↣ Short interest increased aggressively
↣ Selling volume stayed high even on positive news
↣ Price behavior looked like forced or coordinated selling
↣ The drawdown is now one of the worst in the stock’s history
This does not look like regular market movement.
It looks like large players actively pushing the stock lower.
Some people are even calling it a new Operation Choke Point 3.0, but aimed at companies holding Bitcoin on their balance sheet.
Because here’s the basic math:
Strategy owns more Bitcoin than the entire company is worth at today’s price.
This is extremely rare.
You almost never see a company trade below the liquid value of the assets it owns, especially when those assets are something as straightforward to value as Bitcoin.
And remember, this is also the same company that:
↣ Has one of the strongest institutional BTC acquisition strategies
↣ Has predictable revenue streams in its software business
↣ Has stable gross margins
↣ Has low operating risk
↣ Has a long-term structure designed around holding BTC, not selling it
↣ Has no near-term liquidity issues
↣ Just increased its financial flexibility with the USD reserve
So the ongoing selloff has very little to do with the company’s fundamentals.
This is about positioning, leverage, and short pressure not balance sheet weakness.
Whether the stock rebounds quickly or takes time, the valuation gap between:
what MSTR owns and how the market is pricing it... is now one of the widest gaps in the company’s entire history.
And gaps like this do not stay open forever.

English
Wolverine Krypto retweetou

@Vivek4real_ Lummis just kicked in JPMorgan’s door riding a laser-eyed buffalo, slapped Jamie with a Ledger and screamed “CHOKE ON THIS POINT, NERD” 🦬⚡️💀
Printers exploding, interns stacking sats, Jamie’s crying in hyperinflation. It’s over. ₿ wins 😂🚀
#Bitcoin
English
















