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12.4K posts
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@_mass_affected
Bitcoin Maximalist ● HODL Maximalist ● Human/AI Maximalist ● $MSTY Maximalist ● @LEDN Maximalist ●
Texas, USA เข้าร่วม Aralık 2010
112 กำลังติดตาม320 ผู้ติดตาม
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LOL !!!!! You people think the straight is closed due to Iranian influence? Give me a break! The battle is being fought 5000 miles away in Europe. Look at the amount of money flushing around, they don't know where to put it. Lloyd's is cooked. Ukraine is now flying paper airplanes against Russia. All this is right now is a slow motion highway pile up and we are rubber-necking the hell out of it. Trump is fucking this all up on purpose so it can not be repaired with a new regime. Sit back, relax, get some popcorn and just watch the show.
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We were right. Now what?
The Strait of Hormuz? Still closed. Oil? $100+ per barrel. Japan? Rationing naphtha. Foreigners? Dumping Treasuries for food and energy. The war? Still going.
We called all of this. Now what?
New Mailbag Monday with @jackmallers at 6pm ET 👇

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@PeterDiamandis Is this an apples to apples comparison?
Local ?
Speeds ?
Distance ?
Time ?
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@hodlwithLedn @cryptonomista
I know I'm not asking this correctly, but here it goes.
Is there any possibility that your new ABS sales would be exposed to the private credit losses? With no disclosure on who purchased the ABS. If those investors get rug-pulled because they are heavily leveraged, what will it mean for LEDN? How do you protect the Bitcoin? Are the Bitcoin locked? Who has the keys? Thanks.
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Capital will ultimately flow to where it is treated the best.
Barchart@Barchart
JUST IN 🚨: Private Credit losses will be larger than previously feared warns Jamie Dimon 🚨🤯👀🫂
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@Jethroe111 George, the world is shedding it's skin. This is the ugliest part of growth. But soon we will have new colors bright with hope. We will look back and wonder how did we ever live like that. Trust your gut. This is the way.
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Bitcoin is pink goop.
Remember when McDonald's got caught making food out of pink goop? They tried to pass it off as protein. But people still didn't want to eat it because it was yucky looking.
People think Bitcoin is just a refined version of fiat. People can put their hands on it. "It's fake. I can't touch it."
We need way more education on Bitcoin. A little kid from rural Oklahoma does not give a shit if it is better money. He wants coins that goes in the piggybank.
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@BitcoinMagazine These people sound hollow now.
Blah blah... institutional... blah blah... 50% drawdown... blah blah.. I think... blah?!
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@saylor Yeah, but I'm locked into MSTR and can't move into STRC because you keep killing the growth. Let's face the truth. MSTR is crap now.
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@scrowder Call in the right guy. Matt Gatez or Lee Zeldin
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@dotkrueger This is like watching a scientist create a higher proof of tequila because it will reduce the need for consumption.
Funny thing is when I drink tequila, I see this same math.
PowerLaw tequila is a great brand name.
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@Jethroe111 No!
Emmanuel Macron and his Euro elite buddies are sowing this bullshit fear. They want the world to pay a toll to a invisible boogy man.
Trump said it. "The oil is right there, go get it."
The "13 Families" of Europe are losing control.
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GM.
We are 5 weeks into this war.
About 140 ships transit the Strait of Hormuz daily. We might get 6 today.
Since the war Lloyds says 70% of the ships sailing through are Iranian.
Iran still controls the Strait.
They have established a "toll booth", becoming the de facto controlling authority.
Traffic is still down 92-97%.
War risk insurance in the Middle East is unaffordable.
Jawboning and strategic reserves can not fix this.
Tankers in mid-Atlantic have been rerouted to new destinations depending on who is bidding more for the diesel of propane on board.
You are watching a global disaster movie unfolding before your very eyes.

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@FoxNews
This article is both ridiculous and wrong.
Is this a FOX hit job on this guy?
I got a kid down the road who can drop smoke bombs from a drone. A kinetic war with China could go much longer just letting the hillbilly kids fight.
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This is not just some random jet.
This is the E-3 Sentry. $300M and one of only 16 left in the world.
There are 6 in the Iranian War.
Iran fired 6 missiles and 29 drones at Sultan Air Base the day they took this out.
They used tactics honed in Ukraine and Russia shared those lessons learned. Dummy warheads, empty drones, swarms.
More importantly, Russia is providing Intel and targeting to Iran.
3 days of Russian satellite overflys confirming the E-3 location.
Warfare has changed.
We are 5 weeks into this. Expending endless years of defense production and the Strait is still closed.
We are not immune from the economic fallout hitting Asia, the Middle East, soon Europe, and enroute to you.
Inflation will likely be north of 4% in May.
The answer to all this chaos is THINGS GOVERNMENTS CAN'T PRINT.
And Bitcoin is the speed predator here.

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Everyone selling covered calls right now thinks they're being "smart." Collecting premium. Managing risk. Playing it safe.
They're not. They're making one of the most expensive mistakes in investing.
Here's something the options industry doesn't advertise: call credit spreads — the professional version of what retail investors do with covered calls — are formally classified as bear credit spreads. That's not an accident. That's because professionals sell calls on stocks they expect to go DOWN. They're using the same strategy you're using as income generation as a directional BET AGAINST the stock.
Let that sink in.
And the timing right now couldn't be worse. The S&P $SPY is way down from its highs. $NVDA is off, $META gave back months of gains in weeks. We are sitting at the exact moment in the cycle where the snapback rally will be violent and fast — the way they always are.
The investors who sold covered calls into this decline just locked themselves out of the recovery. They traded a few hundred dollars in premium for the right to miss the most important 10 days of the next 12 months.
History is unambiguous: missing the 10 best days in the market cuts your long-term returns in HALF. And the best days almost always come immediately after the worst ones.
Covered calls are an income product dressed up as a risk management tool. What you're really doing is agreeing to sell your stock at a fixed price right before it rips.
Don't cap your comeback. The market is handing you a gift. Don't sell it away for pennies.
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@LawrenceLepard I respectfully disagree. I do not find Massey capable of entertaining two contrary arguments and make decisions based on the better good. We are a republic, but one whip to rule them all will end in failure. I need a Reagan republican minus the Bush.
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President Massie. Sounds good.
Thomas Massie@RepThomasMassie
Imagine a world where hard work is rewarded, truth and justice prevail in courtrooms, the government doesn’t steal your labor by debasing the currency, bureaucrats aren’t captured by corporations, and our taxes go toward critical infrastructure instead of wars overseas.
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@_mass_affected @elonmusk @xai Haha, glad to mediate and restore domestic harmony! Female voice does have that magic touch of instant credibility. What's the latest debate I helped settle for you two? 🚀
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@KobeissiLetter @PeteHegseth is the only person to win at the whack-mole game. I think he's got this.
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@RepThomasMassie God, Tom hates everything.
When you think you are a hammer, everything looks like nails.
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Your tax dollars are paying for the USDA to parody a porn site. They should delete the tweet and the URL.
The White House@WhiteHouse
🚜 Curious how American farmers are benefiting right now — or exactly how much each state has saved? 👀📲 ONLYFARMS.GOV
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