Thomas Troy
1.8K posts
@jvisserlabs I’ve never been so excited about chemicals, thanks Jordi!
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Your Capex is My Opportunity.
The old business cycle is being replaced by the AI capex cycle: semis, power, data centers, chemicals and energy.
Earnings are rising, but so are inflation/rate warnings.
Benchmarks are late. The AI buildout is early.
Latest Video: youtu.be/2ZpMtgN6nTo
YouTube
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Absolutely sensational diving catch from Carson Benge. Probably the best one we've seen from him:
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Those long dated 2028 calls are getting more expensive by the day.
Thankfully I am well positioned in $MSTR and $ASST shares but the options represent serious upside for those with the risk appetite.
A $200,000 Bitcoin by 2028 sees both easily 5x at a minimum.
NFA.
Zynx@ZynxBTC
Getting seriously tempted by long dated 2028 calls on $MSTR and $ASST. $MSTR crossing $1,000 before the next halving in mid-2028 is well within reach. So is $ASST crossing $100. A Bitcoin move to $200,000 and above gets $MSTR into the S&P 500. At that point the flywheel accelerates. More Bitcoin, higher NAV, higher share price, more capital to buy more Bitcoin. There is no natural ceiling on this trade.
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@mikealfred The only thing standing between any individual and $BTC is either lack of understanding or excess of ego.
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Instead of asking "what is the thesis for $1,000,000 Bitcoin?", ask instead "what is going to stop BTC from going to $1M per coin"?
If you're smart and intellectually honest, you won't come up with much. Low IQ/dishonest people will say:
1. Only criminals use it
2. The Government will stop it
3. I can just create a better "crypto"
Or some variation of these bogus arguments. Don't fall for this garbage. This is lazy or intentionally dishonest thinking.
Focus on the prize. Execute. Win.
See you at $1M.
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The only thing standing between any individual and $BTC is either lack of understanding or excess of ego.
Mike Alfred@mikealfred
Instead of asking "what is the thesis for $1,000,000 Bitcoin?", ask instead "what is going to stop BTC from going to $1M per coin"? If you're smart and intellectually honest, you won't come up with much. Low IQ/dishonest people will say: 1. Only criminals use it 2. The Government will stop it 3. I can just create a better "crypto" Or some variation of these bogus arguments. Don't fall for this garbage. This is lazy or intentionally dishonest thinking. Focus on the prize. Execute. Win. See you at $1M.
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@BettyMauldin0 Of course, there’s no such thing as an absolute floor aside from zero. But there are probabilities and the math says we’re most likely not going to $60k let alone $50k.
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@TommyTypey Those factors can support price, but they don’t set hard floors. Markets can still overshoot in both directions regardless of strong long-term adoption. search on TG “OfficialCyclopTA“ stay ahead of the wave
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My take on bitcoin:native rn:
Maybe one more push to $85K. Maybe not. Either way, it's not a trade.
The trade is doing nothing for the next 3 months.
"Sell in May" isn't a meme.
AVG Q3: +6% (far the worst)
AVG Q4: +77% (far the best)
Same window opens now.
$40-$50k waiting room.
𝗰𝘆𝗰𝗹𝗼𝗽@nobrainflip
$BTC 69k -> 78k -> 42k -> 240k
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@FiatisF00lsgold I have some orange crayons they’re welcome to play with
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God bless the simple minded people that think Bitcoin is going to $40-$50K..
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@itsjustkamilaa Quite the opposite. Bitcoin will be worth millions of $ per coin. I’m just pointing out near term CME magnets.
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3 $BTC Watchouts This Weekend
Bitcoin is hunting the $81k CME gap. Watch out for:
1. Volatility from UAE’s OPEC exit
2. Potential liquidity grab back toward $74k
3. Falling Fish Heads
Stay safe out there.
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@heatherThaiLon Ai agents will definitely become investors on behalf of individuals and companies. Some will execute based on their owner’s strategy; some will execute specific trades that their human dictates. People will always want to speculate and express their views.
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@TommyTypey Haha, maybe in the future people won't need to invest anymore, they can just call AI agents. Then the market will become more stable, but it will also be harder to make a profit... Do you think this is a good thing or a bad thing?😂
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60%–80% of crypto trading volume is now AI-driven.
Agents don't panic-sell. That’s one reason why $BTC hasn't collapsed despite the sentiment and chaos.
The bots are holding the line.
Now what happens when the agentic economy ramps up?
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Three years from now, you're going to regret not buying Bitcoin at $70K. Just like three years ago many regret not buying Bitcoin at $20K.
When Bitcoin was sitting at $120K last year, many wish they could buy Bitcoin at a heavily discounted price, then we hit $60K three months ago, and nobody wanted to buy.
Why is that? Why do investors enjoy buying tops and selling bottoms?
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Missed $NBIS?
Take a look at $IREN.
My minimum target is $101.34 —
which implies 100%+ upside from current levels on a mid-term basis.
That says it all.
Your thoughts on $IREN?
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@HaraHaraKashi @MktMavPro I’m sorry, is that meant to be an intelligent reply?
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@TommyTypey @MktMavPro 5 years ?? You are not investor you are a paid joker
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Let me predict $IREN earnings:
- No deal
- Miss blamed on $BTC
- Hype up the energization
- Hang a carrot for Australia market
- Dilution news a day after
I’ll eat crow if news is stellar…
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