
genetics
1.4K posts

genetics
@genetics82
Just a man looking at charts. Take everything as educational purposes and not trading advice. #Rubio2028
Ohio, USA เข้าร่วม Haziran 2010
166 กำลังติดตาม172 ผู้ติดตาม

@TonySeverinoCMT Not true. You could see the black swan pricing in options chains leading into Covid
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Tony
"There's no way you could possibly see a Black Swan in the chart"
Tony Severino, CMT@TonySeverinoCMT
@Grinchzilla IMO, no No such thing if the chart says its coming Not even COVID If it were true Black Swan, how was I able to call it so accurately?
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@SteveUrkelDude @unusual_whales World is running out of oil. It wouldn’t surprise me if this happens
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@unusual_whales On Tuesday, after no deal is reached:
“Iran wants to make a deal, so we’re extending the deadline / postponing the attack”
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@SteveUrkelDude So the week he took off was it because there wasn’t enough to buy? Take a week off and see if $btc slides more? I am confused at this point why we aren’t climbing higher
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Saylor back to stacking Bitcoin after taking a week off from buying..
Michael Saylor@saylor
₿ack to Work.
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@zerohedge @QTRResearch Privatize and stamps go straight to $2 and then additional for distance.
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It's Past Time To Privatize The Post Office zerohedge.com/markets/its-pa…
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@Digitalmight007 @LeadingReport @grok @grok what are avenues that would be needed to change the constitutional amendment?
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@Brennan_BTC22 @saylor Looks like it’ll rally 10%… if it is convertible to MSTR at 10:1 wouldn’t that price it currently at $12.2?
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“STRK iS sO uNdErVaLuEd”
Yet, investors of 1 month ago have effectively lost their yield.
More textbook value destruction by @saylor with no remorse for shareholders.

Dan Hillery@hillery_dan
You're cash on cash STRK yield is 13.5%
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@DeItaone @MarketMaestro1 Why 2%? Just set a goal of 5% and let Americans get back to work
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@shanaka86 They can’t solely exist mining bitcoin when the drawdown happens… right now they’re shoring up capital to make sure they stay solvent
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BREAKING: The people who literally produce Bitcoin are selling it. Not retail. Not governments. Not hedge funds. The miners. The entities closest to Bitcoin’s supply schedule, the ones who burn electricity to create the asset, are liquidating their treasuries to buy something else.
Marathon sold 15,133 Bitcoin between March 4 and March 25 for $1.1 billion per SEC filings. The proceeds went to repurchasing $1 billion of its own convertible notes at a 9 percent discount, capturing $88 million in savings while cutting debt by 30 percent. Marathon’s treasury dropped from 53,800 BTC to 38,689 BTC per CoinDesk. The company revised its treasury policy in early March to explicitly allow selling mined and held Bitcoin for the first time.
Core Scientific sold its entire treasury of 2,537 BTC in March per Coindoo, then secured a $500 million loan from Morgan Stanley to build AI data centres. Analysts expect 71 percent of its revenue to come from AI and high-performance computing by year-end.
Bitdeer liquidated its entire treasury to zero in February per CoinShares.
IREN exited Bitcoin reserves entirely and announced $3.6 billion for AI expansion with 23,000 NVIDIA GPUs deployed and a Microsoft contract per Coindoo.
Riot sold 1,818 BTC in December 2025 and 383 BTC in November per CoinShares. Holdings dropped to 18,005 BTC.
Collective public miner sales exceed 15,000 BTC from peak levels per CoinShares Q1 2026.
Here is the trans-domain connection nobody else has drawn.
Iran bombed Qatar’s Ras Laffan gas complex. Energy prices spiked 30 to 45 percent. Bitcoin mining margins collapsed to $57 to $129 per megawatt. AI data centre colocation pays $200 to $500 per megawatt. The war that was supposed to make Bitcoin a safe-haven asset is simultaneously destroying the economics of producing it. The same energy shock that drives the risk-off narrative driving BTC price upward is crushing the miners who create the supply.
And the miners are not buying gold with the proceeds. They are buying GPU clusters. They are signing 12-year contracts with CoreWeave worth $10.2 billion. They are leasing 15-year campus deals with Hut 8 worth $7 billion. They are building the physical infrastructure of artificial intelligence with the cash they raised by selling the hardest money on earth.
The producers of Bitcoin have found something they consider harder than Bitcoin: compute.
Meanwhile, Strategy added roughly 15,000 BTC in Q1 2026, taking total holdings above 500,000 per its filings. BlackRock’s IBIT ETF absorbed $1.9 billion in net inflows in March per Bloomberg. Fidelity and Ark added another $900 million combined. The miners are selling. The institutions are buying. The difficulty adjustment is rewarding the pure-play survivors. And the network’s security is narrowing to a smaller set of dedicated operators.
This is Bitcoin’s most profound stress test since the halving. The entities that create the asset are voting with their balance sheets that superior alternative yields exist right now. The entities that accumulate it are voting that its scarcity premium survives. Both sides are rational. Both are responding to the same energy shock, the same halving math, the same AI boom.
One side produces Bitcoin. The other side collects it. The war between the producers and the collectors will determine whether Bitcoin’s monetary properties survive the decade in which artificial intelligence became the superior use of electricity.
open.substack.com/pub/shanakaans…

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@kangminlee Probably need to vote on a new constitutional amendment
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Not to sound over-dramatic, but the future of America literally hinges on this SCOTUS decision.
Leading Report@LeadingReport
BREAKING: SCOTUS is about to consider upholding President Trump’s birthright citizenship executive order.
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@HustleBitch_ Could be chronic inflammation and no one is recognizing his flair ups
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@smartertrader If it makes you feel any better… it would be underground without windows to provide the needed shielding from solar radiation.
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