Jeremy Tyler Smith

@DrJStrategy Beautifully written.

Bessent and the Hamilton Standard Yes Sec Bessent is the most consequential Secretary of the Treasury since Alexander Hamilton. My thesis 👇 realclearpolitics.com/articles/2026/…

@DrJStrategy Repatriation on the back of Trump Canada headlines. At some point a lot of that flows back south…

You want a bubble. Royal Bank of Canada is currently trading at roughly 3.5–3.6 times tangible book value, and that multiple is about 40–50% above its own 10‑year median on this metric. $RY

Who is the marginal buyer and how much equity risk are they prepared to take on? 🤯 @DrJStrategy so good!!

@MLFootball @vinceayg_ @RamsHowse @RamsDEJ @RamblinFan @REFLOG18 @Gbush91 @brownsfanuk @NickPedone12 He should have deferred it until he was retired back home in Japan

🚨🚨HEARTBREAKING🚨🚨 #RAMS STAR MYLES GARRETT’S WILL LOSE HALF OF HIS CONTRACT WITH THE RAMS DUE TO TAXES LIVING IN LOS ANGELES. Garrett's contract is for $177.9 million over the next 5 years. Federal: $65.8M State: $23.7M FICA: $4.2M Agent fee: $5.3M Total Tax: $99M Absurd.

@DionMarTir @BullishPlumber They are at 0.99 NAV. If you’re gonna think you’re whitty by challenging me to a finance duel over that then I’ll just concede the point. But we both know in the spirit of real numbers that I’m correct. And you also don’t know the timing of share issuance so don’t get cute.

@JTStandard @BullishPlumber No. Please explain to the people. Excited to understand how it’s not dilution if he is buying the asset with 100% of the money raised. Explain it to us unintelligent folks. I think you should really ask your favorite AI what dilution means.

Big questions for Bitmine ($BMNR) after the latest keynote: Why debate the "Alchemy of 5%" right now? More importantly, is using our staking rewards to fund the Ethereum Foundation and its spin-off arms truly accretive to shareholders? 🤔

Can we all just stop and appreciate that $GOOG is raising money? Right now #FloridaAG is suing OpenAi (below) for stuff that would win a lawsuit 10 times out of 10. Sam Altman (@sama ) will say all press is good press but there could be a major wall.

@BernieSanders @AOC Dude stop saying oligarchs.

Two months ago, when @AOC and I proposed an AI data center moratorium, we were called “Luddites.” Now New York is on the verge of passing a moratorium and dozens of localities are doing the same. People understand: AI must work for all, not just oligarchs.

@DionMarTir @BullishPlumber Nah you’ll figure it out

Ummm sorry? Explain yourself. Issuing shares is dilution. Period. You can argue it’s accretive dilution when they raise money by issuing shares when the price of $BMNR is trading at a higher multiple than its holdings, but it’s still dilution, and that doesn’t even begin to explain how we’ve lost $ETH per share vs Nov 2025 because the stock can’t trade over a 1.01 x multiple to save its life… because you guessed it.. dilution. Please ask Grok or your favorite AI to explain this to you.

@DionMarTir @BullishPlumber It’s not dilution if he’s buying the asset with 100% of the money raised.

This annoyed me so much… “we are debating if we stop at 5%” … fuck off. No communication, no reasoning. It’s not fucking APPL homie, you can literally explain your business model and decision making in 5 minutes… and yet… we just get shafted with the probability of more dilution

@BullishPlumber No. I despise this grant concept. The chain should stand on its own merit and free enterprise should develop it through profit motive

@Etherealize_io I hate this. Why should treasury holders have to pay for development. Add a tax to banks posting on the chain and let that fund it.

Tom Lee: Ethereum DATs can use ~$500 million in annual staking rewards to fund grants for Ethereum ecosystem “The Ethereum Treasuries — Bitmine and Sharplink among others — now own 7% of the Ethereum supply… Treasury stock is essentially supply permanently taken out from the ecosystem, but we also own the yield. The yield is around 3% so today these public treasuries are generating ~$500 million in rewards, and that is what we can use to fund and grant the crypto ecosystem.” Lee believes that the Ethereum Foundation narrowing its focus to CROPs (censorship resistance, openness, privacy and security) is the right decision. “Ethereum is a $240 billion network value entity. It has been operating for 11 years without a single day of downtime. There’s 11,500 nodes in 89 different countries. And there’s 15,000 developers. I think this is too big to be coordinated by a single foundation.” As Ethereum continues to scale, he believes the ecosystem will move beyond a foundation-centric model and points to private companies like Etherealize, Optimism, Consensys, Enterprise Ethereum Alliance, and Offchain Labs that represent the Ethereum ecosystem and are already doing enterprise engagement. “This list doesn’t yet reflect the spinoffs coming from the Ethereum Foundation. There’s at least five, and I think Bitmine will play a role in granting and supporting any of those that come out.” “I think Ethereum is in good hands because the foundation is going to be stronger by staying focused. We have a lot of private sector companies already building products and important L2s on Ethereum. And of course, the treasuries are here to help with funding and granting… If you’re bearish, you are selling at the bottom.”

@W00_am_1 @Etherealize_io Ew. No

@Etherealize_io staking rewards funding public goods is one of the cleaner treasury angles. way better than just parking coins and calling it strategy

@rschmied Wouldn’t you? They are going to be billionaires

Tell me you are all dumping your stock without telling me.

@Polymarket @crumbl Polymarket X account is pure spam.

JUST IN: Crumbl cookie company releases drink with 186,000mg of sugar — leading to outrage, calls to make the drink illegal.

The Southern Democrats: The Fire-Eaters & Secessionists In the South, the Democratic Party was the dominant political institution. Southern Democrats viewed the rise of the newly formed, explicitly anti-slavery Northern Republican Party as an existential threat to their economy and way of life.

@s_races @LeighWolf Democrats from 1872 are republicans in 2026 and vice versa for the other so idk what you’re getting at

We sacrificed 360,000 souls to end slavery and another 250,000 souls to defeat fascism. Any moral debts were paid in blood many decades ago.

@EricLDaugh How TF do you think states without tourism can afford that? I’m not convinced Florida can afford that.

🚨 BREAKING: FLORIDA LEGISLATURE FORMALLY APPROVES ABOLISHING PROPERTY TAXES for most primary homeowners statewide Both chambers RESOUNDINGLY pass Gov. Ron DeSantis’ proposal, SENDING IT TO VOTERS for approval this November LET’S GO!!! ☀️👏🏻 Needs 60% of voters this fall. Florida is MAKING HISTORY! The homestead exemption will surge up to $250K to start, and a schedule will set its elimination in the future However, MOST homeowners will already get effective 0 taxes under the proposal. DO IT NATIONWIDE!

@Breaking911 My dude in the Jiu Jitsu shirt casually chewing gum is epic.

✈️ Passengers on a Frontier Airlines flight from San Juan to Chicago reportedly restrained a man who tried to open an emergency exit door and jump from the plane mid-flight, forcing the aircraft to divert to Miami, where it landed safely.

@JSlaughterEsq I’ll take “People who think Negronis make them look cool” for $400, Alex.

I’ll never fully understand the inability for millennials to grow up.

@bazzmatazz42 He flat out looks like a con man

$PLTR The concept Crap Benioff is trying to explain here without actually calling it what it is, is the "Ontology". The reason he's dancing around it, is cus what his customers really want is PALANTIR: the same company he claims is no match for "Steak"Force. Crap thinks in Competition. Karp thinks in Domination. AiOS🤖♾️ Softw(ai)re [That Dominates] #Palantir #AI

@Alleninvests @j208988 Done. You need to find Jesus.

@JTStandard @j208988 Definitely not trying to sell a substack. Keep scrolling. But know I’m definitely going to keep blowing up your feed. If you can’t handle that then just block or mute me.

The most bullish thing about Rocket Lab isn’t the Electron rocket. $RKLB has launches, satellites, defense contracts, software and growing space infrastructure revenue. They a still have the upside potential of the Neutron medium sized rocket.