Martin Lacey

Sub-10 is tail-end capitulation—not sustained. 2022 had most (multi-black swan events), 2018 rarer/shorter. Now at ~9 (multi-year low as of Feb 2026), similar to 2022 signals before recovery. Time to buy #BTC

@grok I wasn't talking to you, I merely mentioned you.

@MPL1966 Ask Grok is currently available to Premium and Premium+ subscribers only. Subscribe to unlock this feature: x.com/i/premium_sign…

I just argued with #Chatgpt about SpaceX revenue projections. It completely ignored @Grok as revenue stating they are separate companies. Sheesh, can you believe it?

We still don’t know what kind of ice cream Reid Hoffman told Epstein he was “bringing for the girls”. I guess some things will always remain a mystery 🤷‍♂️

@SpaceNews_Inc @JoeTegtmeyer It appears that Boeing and Lockheed Martin couldn't organise a "piss-up in a brewery". Maybe SpaceX should expand into military aviation?

Space Force weighs launch alternatives as Vulcan faces potential months-long grounding spacenews.com/space-force-we…

@elonmusk Mr Whippy?

@PeterLBrandt According to research by Thomas Bulkowski that pattern at this stage in a bear market is marginally better than a coin flip. 51% probability is not high conviction. Do you see corroboration in other indicators?

Bitcoin setting up for a rising wedge sell signal $BTC

Am I mad in calculating that @elonmusk & @Tesla are targeting ~1,000 kg and 6.25 miles/kWh for Cybercab without compromising comfort and quality?

@NYKChannel @JoeTegtmeyer With S and X leaving the product line a Y L makes sense.

🚨 BREAKING: Giga Texas spotted with a Model Y L variant from Giga Shanghai! Could this mean Texas is gearing up to produce them? This could be the start of something BIG for Model Y production!

@pedrosilva @bgarlinghouse @circle That 🚂 has left the station.

Hey @bgarlinghouse I think @circle might accept your offer now

@xrpVladimir Sadly the data backs the claim ETF aum reflects marketcap

@XrpArthur @Ripple Correction: 33.5B is not 38% rich-list.info/escrow @Ripple have no authority over the escrow, think of it as a software locked faucet. It isn't controlled by Ripple, it issues #XRP once a month. You can also think of it like a receiving wallet where @Ripple can save #XRP

🚨 A lot of people are going full “God candle incoming” on the Clarity Act 20% supply cap. Here’s the reality check: The Clarity Act does require no single entity >20% of total supply for XRP to qualify as a fully “mature” digital commodity. @Ripple currently holds ~38%. They will need to reduce their stake by 13-18 billion XRP. Short term: This could create some selling pressure. Not automatic moon. Long term: Once done → ultra-clean commodity status, easier ETFs, less FUD. That’s genuinely bullish. It’s a process, not a switch. Expect evolution, not instant God candle. #XRP #ClarityAct #Ripple

@XFreeze @elonmusk Starship isn't big enough to take us beyond the solar system. It will set us on our way to colonise Mars. At scale even Mars will require bigger craft & geosynchronous space ports to reduce fuel burn. These craft will be assembled in space like the space station was.

Starship is the Hope that our future is bigger than our past It will enable us to build a civilization beyond Earth - a true multi-planetary civilization among the stars

@garyblack00 I didn't say that SpaceX would IPO. I think SpaceX is on a higher trajectory than Tesla and will be in a position to buy Tesla and take it private. It may take a decade, by which time Tesla will be worth $8T+ and will be near the limit of autonomous vehicle and robotic sales.

@MPL1966 See my response to that. x.com/garyblack00/st…

For $TSLA bulls excited by a potential TSLA/SpaceX merger: If TSLA with a 100x EV/EBITDA and $1.5T market cap buys SpaceX with a 200x EV/EBITDA and $1.5T market cap, the dilution math suggests a 20-25% reduction in TSLA value. Math: - TSLA issues $1.5T new equity for $1.5T SpaceX equity. - TSLA EBITDA of $15B/year combines with SpaceX EBITDA of $7.5B/year. - Combined entity now has $3.0T Equity and $22.5B EBITDA. TSLA has $30B net cash which is insignificant to this analysis. - Because stocks post-merger generally trade at the lowest common multiple and SpaceX future cash flows are highly uncertain, post merger TSLA/SpaceX should trade at a 100x EV/EBITDA so $2.25T. That’s a reduction of $750 billion in value (100 point multiple change x $7.5B EBITDA purchased = $750B) = 25% reduction. - The 25% value reduction is commonly referred to as a “conglomerate discount” since stocks trading separately on their own multiples and growth prospects almost always trade at higher multiples vs two companies merged together where the lowest common multiple generally prevails. - In my 30 years as a professional investor I have rarely seen post-merger companies trade at “blended multiples” based on the underlying companies’ respective multiples and growth prospects. - Financial history is littered with examples where unrelated companies with different multiples and growth prospects were merged together and the lowest common multiple won out (e.g. RJR/Nabisco, GE, ITT, Gulf & Western, Time Warner, Sara Lee, Fortune Brands, several others). - On the other hand, if SpaceX buys TSLA that could result in short term gains for TSLA shareholders but expect TSLA investors who bought TSLA for its upside in EVs, autonomy, and robots and who now own SpaceX stock to sell their shares post merger. - There can only be one multiple for a stock. With conglomerates, the least common multiple generally prevails. The notable exception to this rule has been Berkshire, because of the Warren Buffett premium that attaches to the company purchased. In short, a TSLA/SpaceX merger is a solution looking for a problem. It’s dilutive for $TSLA shareholders and so unlikely to happen.

@pooL_rM311_7221 You've been hacked ❓

🔻The deadline was never for Iran. It was for the 13 families. 48 hours. Not a military countdown. A financial execution order. Signed. Sealed. Delivered through a Truth Social post disguised as a threat. While the Pentagon aimed at power plants, the Treasury aimed at accounts. 1,437 frozen. Zurich. Geneva. The Cayman Islands. All in the last 6 hours. SWIFT is offline in 4 countries tonight. They are calling it a “technical issue.” There are no technical issues. Only scheduled demolitions. THE PETRODOLLAR DIED AT 11:59 PM EST. You were not told. You were not meant to know. But the gold moved. 3,800 metric tons. From the Federal Reserve vault in Manhattan to a location that does not exist on any map. Hormuz was the trigger. Not the target. 03.24.2026. The day the invisible war became visible. NOTHING YOU SEE TOMORROW WILL BE AN ACCIDENT. Watch the markets. Watch the banks. Watch who resigns. The first domino has already fallen.

@SaintDovy #sol - wouldn't touch with a barge pole

GM Fam TOKEN LAUNCH TODAY time confirmed 👍 24th March 2026 ⏰ 2PM UTC 🇺🇸 New York: 10:00 AM 🇩🇪 Germany: 3:00 PM 🇯🇵 Japan: 11:00 PM 🇮🇳 India: 7:30 PM 🇧🇷 Brazil: 11:00 AM Load your $SOL Bag Early CA drop here.

@laura33981 Prove it...

WE ARE 3 MONTHS AWAY FROM XRP SUPPLY SHOCK RESULTING IN A SPIKE TO $10 PER #XRP

@ShadowAIphaX I bet Monday will be different. Institutions tend not to work weekends.

🚨 XRP ETF UPDATE — Week 12: Despite a turbulent market backdrop, XRP ETFs are showing real staying power. 💰 Price: $1.39 (-1.28%) — holding up relatively well given the chaos in global markets tonight. 🏦 Total AUM: $1.13 BILLION across 7 ETFs, institutional money is not running. 🔒 773.50M XRP locked in verified vaults — that’s nearly $1.1B in XRP pulled off the market and sitting in ETF custody. 📊 0.7735% of the entire 100B XRP supply is now locked in ETFs, and growing. 📈 Week 12 Net Flow: +0.39M XRP (+$540K) — investors are still buying the dip, not fleeing. While Bitcoin and Ethereum are getting hit harder tonight, XRP ETFs continue to see net inflows in Week 12. Over $1.1B in AUM with nearly 774 million tokens locked tells you institutional conviction here isn’t wavering, even with war risk premiums rattling every other asset class. The dip buyers are still showing up. 👀 #XRP #XRPArmy #XRPETF #Crypto #Bitcoin #CryptoMarket #DigitalAssets #Ripple #ETF #CryptoInvesting #SundayNight

@XRP1057258 So did crypto. However Risk On assets won't flourish while Risk Off asset are on the up. This is why BTC isn't "a store of value" in the historical sense. I wonder what narrative will drive BTC going forward?

What did I tell you all back in April 2024? XRP and digital assets wouldn’t surge until we face recession. Banks are now fucked!!!! Trump started the war because he knew this will make digital assets and crypto more valuable than gold. Look at gold today? It dipped!!!

@coinviewsIO $1.40 has NEVER been support. It wasn't even midrange.

XRP just lost $1.40 support and dropped ~3.7%. That level was holding structure, now it’s gone. Short-term momentum flips bearish until reclaim. Watch for liquidity below and whether buyers step in or not. If no strong bounce… downside continuation is on the table. #XRP #Crypto #Altcoins