DrFinTwit

8.3K posts

DrFinTwit

DrFinTwit

@drfintwit

شامل ہوئے Ocak 2021
872 فالونگ304 فالوورز
DrFinTwit
DrFinTwit@drfintwit·
$BMNR is trading below NAV. I have been warning everyone. Dilution effects. Dilution will also take down $NBIS. Market sees it.
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DrFinTwit
DrFinTwit@drfintwit·
Super healthy to see $BMNR $NBIS red >1.5% decline while tech goes green.
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DrFinTwit
DrFinTwit@drfintwit·
@Jason @saylor The crowd has moved onto $BMNR. Will end the same way.
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@jason
@jason@Jason·
People were paying @saylor like 3x NAV at the peak, right? LET THAT SINK IN! $mstr is going to be studied for the next 100 years... one way or the other Best advice: if someone is screaming for you to sell your house and buy, maybe don't?
Derivatives Monke@Derivatives_Ape

This is why BTC is nuking: For the FIRST TIME EVER @MicroStrategy has gone below 1 NAV. Meaning that Saylor's BTC holdings are worth less than their total debt. Traders are front-running the death spiral of $MSTR and its eventual BTC force selling.

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DrFinTwit
DrFinTwit@drfintwit·
The same accounts announce within days of each other they’re buying dilution/rug pull stocks $BMNR $NBIS.
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DrFinTwit
DrFinTwit@drfintwit·
$NBIS lol. They’re all the same.
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DrFinTwit
DrFinTwit@drfintwit·
@sixers0321 @LiebermanAustin Lol stop parroting a kid analysts’ DD. Neoclouds need to correct 20-30% for overstating $NVDA chip lifepspan.
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Scott
Scott@sixers0321·
@LiebermanAustin Its literally trading at 3x next years revs and you think its going to sell off?
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Austin Lieberman
Austin Lieberman@LiebermanAustin·
$NBIS is green right now. Wild prediction. The stock sells off for the rest of the week. Will add more at $80-$90
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DrFinTwit
DrFinTwit@drfintwit·
If $NVDA chips will depreciate faster than companies reporting. The first to see massive correction will be $NBIS $CRWV $IREN $CIFR.
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DrFinTwit
DrFinTwit@drfintwit·
I feel sorry for the small investors who got absolutely rekt on $BMNR. I don’t feel sorry at all for the kid analysts who pushed this stock out to their followers so they could get a like, retweet, follow, or interview from CNBC darling TL.
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Alexis Torres
Alexis Torres@A_Towers_X·
@Mr_Derivatives These polymarkets odds are based on people's sentiment, once eth begin running to 5k again these odds will increase for sure
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Heisenberg
Heisenberg@Mr_Derivatives·
Tom Lee: EOY Bitcoin PT: $200k EOY ETH PT: $7k Polymarket odds of that happening? 2% and 5% respectively...
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DestinLabs
DestinLabs@DestinLabs·
@alwaysbetmore Can’t blame her. Right now we are around 1.19 mNAV, so either worst sell ever as it recovers to 1.30, or seen a sinking ship and bailed. If we were around 1.25 right now, common would be $40. I feel it at least recovers to 1.25. 1.40 may be gone forever.
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Bart
Bart@alwaysbetmore·
Cathie Wood’s ARK sold 5.2M shares of $BMNR - Largest sell order to date
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DrFinTwit
DrFinTwit@drfintwit·
$ETH hit $1500 this year. $BMNR to $20s?
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DrFinTwit
DrFinTwit@drfintwit·
When you see kid analysts lash out on X. You know they probably lost 50% of their YTD gains so far. $BMNR
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DrFinTwit
DrFinTwit@drfintwit·
Now that $BMNR is below $40. You can admit you were wrong and walk away.
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DrFinTwit ری ٹویٹ کیا
DrFinTwit
DrFinTwit@drfintwit·
All $BMNR buyers are in it for the money. Some $ETH buyers are in it for the money. Some $ETH buyers are in it because they support the idea of decentralization. I have more respect for $ETH buyers then those pushing $BMNR.
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DrFinTwit ری ٹویٹ کیا
DrFinTwit
DrFinTwit@drfintwit·
$BMNR is such a horrible stock with a half-story that makes no sense. No one asks the tough questions about this stock and the ETH thesis. Just wait till the capitulation.
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DrFinTwit ری ٹویٹ کیا
DrFinTwit
DrFinTwit@drfintwit·
$BMNR is not leveraged $ETH as many like to call it. It trades at 1-1.5x $ETH but once it reaches 1.5x dilution pulls it down towards 1x. You can’t sell it on the weekends if $ETH is dumping. It’s practically not worth holding $BMNR when you can own the underlying asset.
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DrFinTwit
DrFinTwit@drfintwit·
Will feel vindicated when $BMNR hits the $30s. Been telling people …
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