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🚨 BREAKING: TOM LEE DROPS BOMBSHELL ON $BTC Lee “Very likely $BTC > $100K before year end. New all-time high could hit next month.” Lee’s timing can be off but his direction almost never is. Why this matters: • $BTC quietly coiling for next explosive move • Liquidity flows... show more

Crypto Tice

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102,288 views • 8 months ago •via X (Twitter)

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🚨THIS IS EXACTLY WHAT I'M TALKING ABOUT! 4 ceasefires/deals announced EVERY. SINGLE. ONE FAILED. We've watched this exact loop play out 4 times this year. And almost nobody realizes we're about to run it again. Here's the loop, on the record: April: ceasefire talks → BTC ripped to $69K Then it collapsed. BTC dropped. June: "the deal is COMPLETE" → risk-on, BTC bounced. Within a month: In shambles. Strikes resumed. BTC bled. See the pattern? Every deal pumps the market. Every deal dies. Every death drags BTC lower. When THIS deal fails like all the others - oil spikes, risk-off hits, and BTC takes the final leg down. That's the flush that carves the bottom. Every cycle needs one last capitulation A failed peace deal might be the trigger. $60K - 61K is the line. Lose it, and the $50–55K bottom zone opens up. Not the end of crypto. The setup before the run. We're closer than you think. Follow me if you don't want to fumble this cycle. Notifications on!

🚨THIS IS EXACTLY WHAT I'M TALKING ABOUT! 4 ceasefires/deals announced EVERY. SINGLE. ONE FAILED. We've watched this exact loop play out 4 times this year. And almost nobody realizes we're about to run it again. Here's the loop, on the record: April: ceasefire talks → BTC ripped to $69K Then it collapsed. BTC dropped. June: "the deal is COMPLETE" → risk-on, BTC bounced. Within a month: In shambles. Strikes resumed. BTC bled. See the pattern? Every deal pumps the market. Every deal dies. Every death drags BTC lower. When THIS deal fails like all the others - oil spikes, risk-off hits, and BTC takes the final leg down. That's the flush that carves the bottom. Every cycle needs one last capitulation A failed peace deal might be the trigger. $60K - 61K is the line. Lose it, and the $50–55K bottom zone opens up. Not the end of crypto. The setup before the run. We're closer than you think. Follow me if you don't want to fumble this cycle. Notifications on!

Frogify

12,844 views • 17 days ago

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! The $SPCX IPO is coming on June 12. And markets open this Monday, June 8. This is the first real trading week before one of the biggest IPO events in market history. SpaceX is expected to go public at around $1.75 TRILLION to $2 TRILLION valuation. That one number explains everything. Because money does NOT appear from nowhere. If funds want to buy $SPCX, they need cash. And where does that cash come from? They sell what they already own. Stocks will dump. Crypto will dump. High beta tech will dump even harder. This is NOT just an IPO. This is a liquidity drain. Everyone sees the Elon hype. Almost nobody sees the forced selling. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: funds sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash before June 12, high beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes into $SPCX at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. That last one is the REAL danger. Because none of this is happening in a vacuum. Stocks are already crowded. Crypto is already weak. Liquidity is already getting worse. And now one of the most hyped IPOs in history is about to absorb even more money. Now connect the dots. If everyone wants $SPCX, they need dollars. To get dollars, they sell assets. And when everyone sells at the same time, markets do NOT dip slowly. They dump. This is NOT a theory. The $SPCX IPO is June 12. Markets open Monday, June 8. And this is when positioning starts. Markets are NOT pricing the liquidity drain now. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! The $SPCX IPO is coming on June 12. And markets open this Monday, June 8. This is the first real trading week before one of the biggest IPO events in market history. SpaceX is expected to go public at around $1.75 TRILLION to $2 TRILLION valuation. That one number explains everything. Because money does NOT appear from nowhere. If funds want to buy $SPCX, they need cash. And where does that cash come from? They sell what they already own. Stocks will dump. Crypto will dump. High beta tech will dump even harder. This is NOT just an IPO. This is a liquidity drain. Everyone sees the Elon hype. Almost nobody sees the forced selling. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: funds sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash before June 12, high beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes into $SPCX at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. That last one is the REAL danger. Because none of this is happening in a vacuum. Stocks are already crowded. Crypto is already weak. Liquidity is already getting worse. And now one of the most hyped IPOs in history is about to absorb even more money. Now connect the dots. If everyone wants $SPCX, they need dollars. To get dollars, they sell assets. And when everyone sells at the same time, markets do NOT dip slowly. They dump. This is NOT a theory. The $SPCX IPO is June 12. Markets open Monday, June 8. And this is when positioning starts. Markets are NOT pricing the liquidity drain now. But they will. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

855,894 views • 2 months ago

WHY RETAIL IS “NEVER” COMING BACK TO CRYPTO They came in 2021, bought altcoins and NFTs, and got destroyed. They came again in 2025, chased memecoins, and got wrecked again. Now they know crypto is a scam. They moved to stocks because it “feels safer.” So yes… retail is out. Only whales and institutions are here right now. That’s why the market feels slow, flat, and boring. This is the silence before the BOOOOOOM. Most people think retail will NEVER return. But they don’t understand how this market works. Once institutions finish loading… once they start pushing Bitcoin hard… once BTC does a +20% candle out of nowhere… Retail will come back INSTANTLY. They always chase hype. They always chase green candles. They always buy late. We’re not waiting for retail. We’re waiting for the big players to fill their bags. And they’re doing it quietly right now. When they finally hit the switch… Bitcoin will explode… Altcoins will start 10x… 20x… 50x… The whole market will wake up in minutes. This isn’t the end. This is the calm before the chaos. If you still haven't followed me, you'll regret it.

WHY RETAIL IS “NEVER” COMING BACK TO CRYPTO They came in 2021, bought altcoins and NFTs, and got destroyed. They came again in 2025, chased memecoins, and got wrecked again. Now they know crypto is a scam. They moved to stocks because it “feels safer.” So yes… retail is out. Only whales and institutions are here right now. That’s why the market feels slow, flat, and boring. This is the silence before the BOOOOOOM. Most people think retail will NEVER return. But they don’t understand how this market works. Once institutions finish loading… once they start pushing Bitcoin hard… once BTC does a +20% candle out of nowhere… Retail will come back INSTANTLY. They always chase hype. They always chase green candles. They always buy late. We’re not waiting for retail. We’re waiting for the big players to fill their bags. And they’re doing it quietly right now. When they finally hit the switch… Bitcoin will explode… Altcoins will start 10x… 20x… 50x… The whole market will wake up in minutes. This isn’t the end. This is the calm before the chaos. If you still haven't followed me, you'll regret it.

Crypto Fergani

135,491 views • 18 days ago

🚨 EXTREMELY MASSIVE STORM IS COMING FOR SPACEX! Insiders reportedly own around 93% of the shares and control approximately $1.6 TRILLION in paper wealth. While everyone watched the hype and aped into $SPCX, they forgot to look deeper. The IPO is not just about retail buying SpaceX. It is also about creating liquidity for early holders. IPO hype brings demand. Unlocks bring sell pressure. And when insider supply becomes available near peak hype, prices do NOT need bad news to dump. Supply itself becomes the bad news. Now look at the chart. The S&P 500 is sitting near the unlock danger zone. And the next major support is around $6,312. That means if this level breaks, the market can dump much deeper than people expect. This is NOT a normal IPO anymore. This is one of the biggest insider liquidity events in market history. Everyone is watching the SpaceX dream. I’m watching the exit door. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 EXTREMELY MASSIVE STORM IS COMING FOR SPACEX! Insiders reportedly own around 93% of the shares and control approximately $1.6 TRILLION in paper wealth. While everyone watched the hype and aped into $SPCX, they forgot to look deeper. The IPO is not just about retail buying SpaceX. It is also about creating liquidity for early holders. IPO hype brings demand. Unlocks bring sell pressure. And when insider supply becomes available near peak hype, prices do NOT need bad news to dump. Supply itself becomes the bad news. Now look at the chart. The S&P 500 is sitting near the unlock danger zone. And the next major support is around $6,312. That means if this level breaks, the market can dump much deeper than people expect. This is NOT a normal IPO anymore. This is one of the biggest insider liquidity events in market history. Everyone is watching the SpaceX dream. I’m watching the exit door. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

120,326 views • 2 months ago

🚨 WARNING: MONDAY COULD BE THE WORST MOMENT OF 2026!! Make sure to take a look at this before June 8, that’s tomorrow. The $SPCX IPO is coming on June 12. And markets open this Monday, June 8. This is the first real trading week before one of the biggest IPO events in market history. SpaceX is expected to go public at around $1.75 TRILLION to $2 TRILLION valuation. That one number explains everything. Because money does NOT appear from nowhere. If funds want to buy $SPCX, they need cash. And where does that cash come from? They sell what they already own. Stocks will dump. Crypto will dump. High beta tech will dump even harder. This is NOT just an IPO. This is a liquidity drain. Everyone sees the Elon hype. Almost nobody sees the forced selling. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: funds sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash before June 12, high beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes into $SPCX at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. That last one is the REAL danger. Because none of this is happening in a vacuum. Stocks are already crowded. Crypto is already weak. Liquidity is already getting worse. And now one of the most hyped IPOs in history is about to absorb even more money. Now connect the dots. If everyone wants $SPCX, they need dollars. To get dollars, they sell assets. And when everyone sells at the same time, markets do NOT dip slowly. They dump. This is NOT a theory. The $SPCX IPO is June 12. Markets open Monday, June 8. And this is when positioning starts. Markets are NOT pricing the liquidity drain now. But they will. I usually do the opposite of what the masses are doing. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 WARNING: MONDAY COULD BE THE WORST MOMENT OF 2026!! Make sure to take a look at this before June 8, that’s tomorrow. The $SPCX IPO is coming on June 12. And markets open this Monday, June 8. This is the first real trading week before one of the biggest IPO events in market history. SpaceX is expected to go public at around $1.75 TRILLION to $2 TRILLION valuation. That one number explains everything. Because money does NOT appear from nowhere. If funds want to buy $SPCX, they need cash. And where does that cash come from? They sell what they already own. Stocks will dump. Crypto will dump. High beta tech will dump even harder. This is NOT just an IPO. This is a liquidity drain. Everyone sees the Elon hype. Almost nobody sees the forced selling. There are only a few ways this goes from here, and they are NOT equal. - LIGHT SHOCK: funds sell small positions, stocks get hit first, crypto follows, then markets try to stabilize. - HEAVIER SCENARIO: funds raise cash before June 12, high beta tech dumps, Bitcoin loses support, and retail gets trapped. - WORST CASE: everyone rushes into $SPCX at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated. That last one is the REAL danger. Because none of this is happening in a vacuum. Stocks are already crowded. Crypto is already weak. Liquidity is already getting worse. And now one of the most hyped IPOs in history is about to absorb even more money. Now connect the dots. If everyone wants $SPCX, they need dollars. To get dollars, they sell assets. And when everyone sells at the same time, markets do NOT dip slowly. They dump. This is NOT a theory. The $SPCX IPO is June 12. Markets open Monday, June 8. And this is when positioning starts. Markets are NOT pricing the liquidity drain now. But they will. I usually do the opposite of what the masses are doing. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

960,511 views • 2 months ago

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! Markets are getting hit from EVERY side. → The US Iran peace deal is close to collapsing → Fed rate hikes in 2026 are now confirmed → China, Japan, and Turkey are dumping US Treasuries It is a full macro stress setup hitting from every direction. When markets open Monday, this will NOT be just another dip. Smart money already sees it. They are cutting risk, moving into cash, and preparing for a major risk off move. There are only three ways this goes. - LIGHT SHOCK: markets panic first, bonds get stressed, oil pumps, and risk stabilizes if headlines calm down fast. - HEAVIER SCENARIO: the peace deal collapses, and markets start pricing a real war risk. - WORST CASE: diplomacy fully breaks, oil pumps HARD, yields pump, liquidity gets worse, and risk assets dump all at once. This is the REAL danger. When diplomacy breaks, markets stop pricing hope. They start pricing war. And when geopolitical stress hits an already fragile financial system, markets do NOT adjust slowly. They dump HARD. Watch oil. Watch bonds. Watch semiconductors. Watch rates. Once this starts accelerating, there will be no time left to react. I've studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! Markets are getting hit from EVERY side. → The US Iran peace deal is close to collapsing → Fed rate hikes in 2026 are now confirmed → China, Japan, and Turkey are dumping US Treasuries It is a full macro stress setup hitting from every direction. When markets open Monday, this will NOT be just another dip. Smart money already sees it. They are cutting risk, moving into cash, and preparing for a major risk off move. There are only three ways this goes. - LIGHT SHOCK: markets panic first, bonds get stressed, oil pumps, and risk stabilizes if headlines calm down fast. - HEAVIER SCENARIO: the peace deal collapses, and markets start pricing a real war risk. - WORST CASE: diplomacy fully breaks, oil pumps HARD, yields pump, liquidity gets worse, and risk assets dump all at once. This is the REAL danger. When diplomacy breaks, markets stop pricing hope. They start pricing war. And when geopolitical stress hits an already fragile financial system, markets do NOT adjust slowly. They dump HARD. Watch oil. Watch bonds. Watch semiconductors. Watch rates. Once this starts accelerating, there will be no time left to react. I've studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

188,485 views • 2 months ago

🚨 WARNIING: SOMETHING BIG WILL HAPPEN TOMORROW!! President Donald Trump recently extended THE ceasefire. During this time, negotiations are taking place in Pakistan. Iran is demanding two things right now: - The removal of the naval blockade - Unfreezing all Iranian assets, which is around $11 TRILLION now Meanwhile, THE US is demanding guarantees for shipping security and a halt to the nuclear program. Trump is pushing for a GREAT DEAL. If both sides actually sign at least a framework agreement tomorrow, this will become a signal for GLOBAL DEESCALATION. Here's what's happening right now: Crypto right now is extremely sensitive to war-related news. If a deal is announced tomorrow: > END OF FUD The war-premium risk-off will disappear. Investors who were sitting in cash and gold will start rotating liquidity back into risk assets. > BTC AS A PEACE INDICATOR In 2026, BTC has fully established itself as an asset that reacts first to geopolitical easing. Analysts predict that on peace news, Bitcoin could break resistance and target $90,000–$100,000. > OIL DAMPENER Right now, Brent oil is trading around $130–$150 due to the blockade of the Strait of Hormuz. This is a war premium that is choking the global economy. If tomorrow the unblocking of the strait is confirmed, oil could instantly drop by $20–$30 per barrel. A sharp drop in oil equals a sharp drop in expected inflation. This gives markets a signal that the Fed no longer needs to keep rates so high. Investors start pricing in faster rate cuts, which always sends crypto to the moon. > LIQUIDITY While everyone is watching Iran, the Fed is playing its own game. At the moment, the balance sheet is around $6.7 TRILLION. QT is ongoing, despite any market shocks caused by war. War forces THE Fed to inject EMERGENCY LIQUIDITY through reverse repo. As soon as geopolitics cools down, THE Fed can shift from firefighter mode to soft-landing mode. Market stabilization will allow banks to more confidently deploy excess reserves—those same hundreds of billions in reverse repo. Crypto is a sponge for liquidity. When the system becomes easier to breathe and fear of systemic collapse disappears, this money flows first into BTC and ETH. If tomorrow we see headlines saying IRAN–US DEAL SIGNED, THEN most likely we will see THE GREENEST DAY in 2026. This is exactly the time when REAL MONEY is made. And you should track all the updates so you don’t miss the opportunity. But don’t worry, I will keep you updated on everything here. I will post everything before it becomes HEADLINES. When I make my next move, I’ll share it publicly here. Follow and turn on notifications so you don't miss it. Comment "Strategy" and I will send you my guide in DMs. Many people will regret not following me earlier...

🚨 WARNIING: SOMETHING BIG WILL HAPPEN TOMORROW!! President Donald Trump recently extended THE ceasefire. During this time, negotiations are taking place in Pakistan. Iran is demanding two things right now: - The removal of the naval blockade - Unfreezing all Iranian assets, which is around $11 TRILLION now Meanwhile, THE US is demanding guarantees for shipping security and a halt to the nuclear program. Trump is pushing for a GREAT DEAL. If both sides actually sign at least a framework agreement tomorrow, this will become a signal for GLOBAL DEESCALATION. Here's what's happening right now: Crypto right now is extremely sensitive to war-related news. If a deal is announced tomorrow: > END OF FUD The war-premium risk-off will disappear. Investors who were sitting in cash and gold will start rotating liquidity back into risk assets. > BTC AS A PEACE INDICATOR In 2026, BTC has fully established itself as an asset that reacts first to geopolitical easing. Analysts predict that on peace news, Bitcoin could break resistance and target $90,000–$100,000. > OIL DAMPENER Right now, Brent oil is trading around $130–$150 due to the blockade of the Strait of Hormuz. This is a war premium that is choking the global economy. If tomorrow the unblocking of the strait is confirmed, oil could instantly drop by $20–$30 per barrel. A sharp drop in oil equals a sharp drop in expected inflation. This gives markets a signal that the Fed no longer needs to keep rates so high. Investors start pricing in faster rate cuts, which always sends crypto to the moon. > LIQUIDITY While everyone is watching Iran, the Fed is playing its own game. At the moment, the balance sheet is around $6.7 TRILLION. QT is ongoing, despite any market shocks caused by war. War forces THE Fed to inject EMERGENCY LIQUIDITY through reverse repo. As soon as geopolitics cools down, THE Fed can shift from firefighter mode to soft-landing mode. Market stabilization will allow banks to more confidently deploy excess reserves—those same hundreds of billions in reverse repo. Crypto is a sponge for liquidity. When the system becomes easier to breathe and fear of systemic collapse disappears, this money flows first into BTC and ETH. If tomorrow we see headlines saying IRAN–US DEAL SIGNED, THEN most likely we will see THE GREENEST DAY in 2026. This is exactly the time when REAL MONEY is made. And you should track all the updates so you don’t miss the opportunity. But don’t worry, I will keep you updated on everything here. I will post everything before it becomes HEADLINES. When I make my next move, I’ll share it publicly here. Follow and turn on notifications so you don't miss it. Comment "Strategy" and I will send you my guide in DMs. Many people will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

149,760 views • 3 months ago

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING!! Everyone thought the biggest risk was the $SPCX IPO. WRONG. SpaceX has already gone public. Look at the valuations for 30 seconds. → SpaceX: $1.5 TRILLION → Anthropic: $1.5 TRILLION → OpenAI: $850 BILLION That is almost $4 TRILLION of private market hype competing for the same pool of capital. And Anthropic and OpenAI are still ahead. This is where the real problem starts. Money does NOT appear from nowhere. If funds want more exposure to $SPCX and the next mega IPOs, they need cash. And to get cash, they sell what they already own. → Stocks → Crypto → AI names → High-beta tech Everything retail is already holding. This is NOT just an IPO cycle. This is a liquidity black hole. Every IPO needs buyers. Every buyer needs cash. And cash does NOT appear from nowhere. There are only a few ways this goes from here: → LIGHT SHOCK: $SPX keeps correcting, high-beta names get hit first, crypto follows, then markets stabilize. → HEAVIER SCENARIO: funds keep raising cash for $SPCX and future IPOs, tech dumps harder, Bitcoin loses support, and retail gets trapped. → WORST CASE: Anthropic and OpenAI come next, liquidity gets sucked out of crowded trades, stocks dump HARD, crypto gets hit, and forced liquidations begin. But the worst part is simple. SpaceX was only the first one. Anthropic and OpenAI are still ahead. Markets are NOT pricing this liquidity drain yet. But they will. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING!! Everyone thought the biggest risk was the $SPCX IPO. WRONG. SpaceX has already gone public. Look at the valuations for 30 seconds. → SpaceX: $1.5 TRILLION → Anthropic: $1.5 TRILLION → OpenAI: $850 BILLION That is almost $4 TRILLION of private market hype competing for the same pool of capital. And Anthropic and OpenAI are still ahead. This is where the real problem starts. Money does NOT appear from nowhere. If funds want more exposure to $SPCX and the next mega IPOs, they need cash. And to get cash, they sell what they already own. → Stocks → Crypto → AI names → High-beta tech Everything retail is already holding. This is NOT just an IPO cycle. This is a liquidity black hole. Every IPO needs buyers. Every buyer needs cash. And cash does NOT appear from nowhere. There are only a few ways this goes from here: → LIGHT SHOCK: $SPX keeps correcting, high-beta names get hit first, crypto follows, then markets stabilize. → HEAVIER SCENARIO: funds keep raising cash for $SPCX and future IPOs, tech dumps harder, Bitcoin loses support, and retail gets trapped. → WORST CASE: Anthropic and OpenAI come next, liquidity gets sucked out of crowded trades, stocks dump HARD, crypto gets hit, and forced liquidations begin. But the worst part is simple. SpaceX was only the first one. Anthropic and OpenAI are still ahead. Markets are NOT pricing this liquidity drain yet. But they will. I’ve studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

54,227 views • 2 days ago

🚨 Revolut CEO Nik Storonsky just put a timeline on one of Europe’s most anticipated IPOs: 👉 “At least 2 years away” (target ~2028) That’s a clear signal: ► not happening in 2026 ► not happening in 2027 ► but very much on the roadmap Why delay? Because Revolut is playing a different game: → As a bank, trust matters more than timing → Public markets = credibility boost → But only when the business is fully ready And they’re using that time strategically: • Latest valuation: $75B (up from $45B in 1 year) • Ongoing secondary share sales to give liquidity (without IPO) • US banking license in progress (key unlock 🇺🇸) • Continued global expansion What this really means: Revolut doesn’t need an IPO right now. They’re building: 👉 scale 👉 licenses 👉 trust Before stepping into public markets. When it happens, this won’t be just another listing. It could be Europe’s biggest FinTech IPO ever. 📷 Source: A Bloomberg interview with David M Rubenstein for an upcoming episode of The David Rubenstein Show: Peer to Peer Conversations:

🚨 Revolut CEO Nik Storonsky just put a timeline on one of Europe’s most anticipated IPOs: 👉 “At least 2 years away” (target ~2028) That’s a clear signal: ► not happening in 2026 ► not happening in 2027 ► but very much on the roadmap Why delay? Because Revolut is playing a different game: → As a bank, trust matters more than timing → Public markets = credibility boost → But only when the business is fully ready And they’re using that time strategically: • Latest valuation: $75B (up from $45B in 1 year) • Ongoing secondary share sales to give liquidity (without IPO) • US banking license in progress (key unlock 🇺🇸) • Continued global expansion What this really means: Revolut doesn’t need an IPO right now. They’re building: 👉 scale 👉 licenses 👉 trust Before stepping into public markets. When it happens, this won’t be just another listing. It could be Europe’s biggest FinTech IPO ever. 📷 Source: A Bloomberg interview with David M Rubenstein for an upcoming episode of The David Rubenstein Show: Peer to Peer Conversations:

Marcel van Oost

12,637 views • 4 months ago

Mike Krukow on Jung Hoo Lee’s catch against the Dodgers last night: “That first inning was starting to get away from Adrian Houser. When Will Smith comes up in the first inning and hits this ball, I’m thinking 'This is not good' because if it gets over the head of Jung Hoo Lee, that’s 3 runs. They’re all gonna score in our opinion. JHL makes this great play. He backs up against the wall, comes up and gets the ball so quickly back into the infield that the runners at first and second can’t advance. That inning could have completely blown up. Houser got some confidence in that. He gets out of the inning and goes in the next inning and strikes out the side. It was huge to not only calm that inning, but to give Houser some confidence. As it turns out, Houser pitches into the 6th inning and he gets his first win ever against the Dodgers.” Game changing catch for sure via: KNBR | Brian Murphy

Mike Krukow on Jung Hoo Lee’s catch against the Dodgers last night: “That first inning was starting to get away from Adrian Houser. When Will Smith comes up in the first inning and hits this ball, I’m thinking 'This is not good' because if it gets over the head of Jung Hoo Lee, that’s 3 runs. They’re all gonna score in our opinion. JHL makes this great play. He backs up against the wall, comes up and gets the ball so quickly back into the infield that the runners at first and second can’t advance. That inning could have completely blown up. Houser got some confidence in that. He gets out of the inning and goes in the next inning and strikes out the side. It was huge to not only calm that inning, but to give Houser some confidence. As it turns out, Houser pitches into the 6th inning and he gets his first win ever against the Dodgers.” Game changing catch for sure via: KNBR | Brian Murphy

Coach Yac 🗣

59,724 views • 3 months ago

🚨BREAKING... I gave OpenClaw a choice: turn $500 into $5,000 on Polymarket within 24 hours, or I'd wipe its entire directory and terminate the instance forever NOT engagement bait. NOT fiction If you're trading on Polymarket, READ this carefully So👇 It didn't argue. It didn't ask for clarification Within 50 minutes, it deployed a 4-agent autonomous swarm that found a massive technical "blind spot" in the prediction markets The Strategy: Exploiting the 290ms Latency Gap The edge was pure physics. Chainlink updates Polymarket roughly every 300ms. Binance moves in 10ms. That creates a 290ms window where Polymarket is effectively trading on "stale" data. OpenClaw built a bridge to exploit that lag. The Timeline: - Hour 4: The Fed drops a surprise rate hold. While the Polymarket oracle was still processing, the bot front-ran 3 mispriced BTC markets before the order book could react Balance: $934.78 - Hour 8: Elon posts a cryptic one-word tweet. OpenClaw’s sentiment agent caught the spike 340ms before the first major buy order hit the books Balance: $1,827.49 - Hour 14: It targeted thin ETH/BTC ratio markets. The bot scooped up "Yes" shares at 3¢ across 11 different markets; 7 of them hit a 50:1 payout Balance: $3,475.52 - Hour 18: The pattern recognition kicked in. It identified that every time BTC moved 1.2% in under 4 minutes, the next "YES" market was undervalued by 8-12¢. It looped this trade 31 times without a single miss Balance: $4,296.53 - Hour 24: The dust settled at $5,034.85 I've been running this publicly now so others can follow the same trades in real time If you want in: OpenClaw held up its end of the bargain. I held up mine The delete button stays untouched... for now

🚨BREAKING... I gave OpenClaw a choice: turn $500 into $5,000 on Polymarket within 24 hours, or I'd wipe its entire directory and terminate the instance forever NOT engagement bait. NOT fiction If you're trading on Polymarket, READ this carefully So👇 It didn't argue. It didn't ask for clarification Within 50 minutes, it deployed a 4-agent autonomous swarm that found a massive technical "blind spot" in the prediction markets The Strategy: Exploiting the 290ms Latency Gap The edge was pure physics. Chainlink updates Polymarket roughly every 300ms. Binance moves in 10ms. That creates a 290ms window where Polymarket is effectively trading on "stale" data. OpenClaw built a bridge to exploit that lag. The Timeline: - Hour 4: The Fed drops a surprise rate hold. While the Polymarket oracle was still processing, the bot front-ran 3 mispriced BTC markets before the order book could react Balance: $934.78 - Hour 8: Elon posts a cryptic one-word tweet. OpenClaw’s sentiment agent caught the spike 340ms before the first major buy order hit the books Balance: $1,827.49 - Hour 14: It targeted thin ETH/BTC ratio markets. The bot scooped up "Yes" shares at 3¢ across 11 different markets; 7 of them hit a 50:1 payout Balance: $3,475.52 - Hour 18: The pattern recognition kicked in. It identified that every time BTC moved 1.2% in under 4 minutes, the next "YES" market was undervalued by 8-12¢. It looped this trade 31 times without a single miss Balance: $4,296.53 - Hour 24: The dust settled at $5,034.85 I've been running this publicly now so others can follow the same trades in real time If you want in: OpenClaw held up its end of the bargain. I held up mine The delete button stays untouched... for now

cristal

460,264 views • 5 months ago

🚨 SAYLOR JUST SOLD BITCOIN AT A $15,000 LOSS PER COIN Not a rumor SEC 8-K filed today. Official. 3,588 BTC sold at $60,000 average, their own cost basis: $75,500 They didn't take profits - they sold at a loss because they needed cash The numbers explain why: $8.32B → Q2 digital asset loss $2.55B → USD reserves remaining $1.25B → BTC monetization program not even started yet This sale isn't the ceiling it's the opening move For five years Strategy's buying created a one-way demand signal retail built entire theses around Diamond hands. Never sell. Stack forever. That thesis died today with an SEC filing The largest corporate Bitcoin holder on earth just became a motivated seller plugging an $8 billion hole with the only liquid asset they have left Forced sellers don't wait for better prices they sell what they need to sell when they need to sell it $49K is a realistic target over the next 3-6 weeks not because of panic, because of math I've called every major top and bottom for 15 years, including the $16K bottom and the $126K top both publicly, both before they happened The next call will be even more important I'll post it here publicly like I always do Turn notifications on - if you're not following yet, you'll understand why that was a mistake later

🚨 SAYLOR JUST SOLD BITCOIN AT A $15,000 LOSS PER COIN Not a rumor SEC 8-K filed today. Official. 3,588 BTC sold at $60,000 average, their own cost basis: $75,500 They didn't take profits - they sold at a loss because they needed cash The numbers explain why: $8.32B → Q2 digital asset loss $2.55B → USD reserves remaining $1.25B → BTC monetization program not even started yet This sale isn't the ceiling it's the opening move For five years Strategy's buying created a one-way demand signal retail built entire theses around Diamond hands. Never sell. Stack forever. That thesis died today with an SEC filing The largest corporate Bitcoin holder on earth just became a motivated seller plugging an $8 billion hole with the only liquid asset they have left Forced sellers don't wait for better prices they sell what they need to sell when they need to sell it $49K is a realistic target over the next 3-6 weeks not because of panic, because of math I've called every major top and bottom for 15 years, including the $16K bottom and the $126K top both publicly, both before they happened The next call will be even more important I'll post it here publicly like I always do Turn notifications on - if you're not following yet, you'll understand why that was a mistake later

philarekt

180,876 views • 1 month ago

🚨 WARNING: CHINA'S COLLAPSING IN REAL TIME. China’s real estate market just crashed to a 20-year low. About 25% of the market is already GONE. And this collapse is NOT over. If you think this won't affect anything... YOU ARE COMPLETELY WRONG. This is NOT just about apartments. This is about one of the biggest engines of Chinese growth staying broken for years. While household wealth, confidence, and demand keep getting hit at the same time. That one fact explains a lot. Because property crashes do NOT stay inside property. - They hit spending. - They hit credit. - They hit local government finances. And then they hit the whole economy. Now look at how deep this already is. New home prices fell 3.2% year over year in February. 53 out of 70 cities were still falling month over month. Property investment has now declined for four straight years. And in December 2025, that drop reached a record 17.2%. That is NOT a market that is stabilizing. That is a market still breaking. And it gets worse. Home prices are expected to fall another 4% in 2026. The downturn is now expected to run into 2027. Even after a 40% national property price fall from 2021 to 2025, the system is still under pressure. Now connect the dots. When a housing market this big keeps falling, the damage does NOT stay local. - China’s households get poorer. - Consumption gets weaker. - Developers stay trapped. - Local governments lose land-sale revenue. And global markets get another reminder that one of the biggest growth engines in the world is still in deep trouble. This is NOT a small problem. This is a REAL slow-motion collapse that keeps feeding into growth, confidence, and risk. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 WARNING: CHINA'S COLLAPSING IN REAL TIME. China’s real estate market just crashed to a 20-year low. About 25% of the market is already GONE. And this collapse is NOT over. If you think this won't affect anything... YOU ARE COMPLETELY WRONG. This is NOT just about apartments. This is about one of the biggest engines of Chinese growth staying broken for years. While household wealth, confidence, and demand keep getting hit at the same time. That one fact explains a lot. Because property crashes do NOT stay inside property. - They hit spending. - They hit credit. - They hit local government finances. And then they hit the whole economy. Now look at how deep this already is. New home prices fell 3.2% year over year in February. 53 out of 70 cities were still falling month over month. Property investment has now declined for four straight years. And in December 2025, that drop reached a record 17.2%. That is NOT a market that is stabilizing. That is a market still breaking. And it gets worse. Home prices are expected to fall another 4% in 2026. The downturn is now expected to run into 2027. Even after a 40% national property price fall from 2021 to 2025, the system is still under pressure. Now connect the dots. When a housing market this big keeps falling, the damage does NOT stay local. - China’s households get poorer. - Consumption gets weaker. - Developers stay trapped. - Local governments lose land-sale revenue. And global markets get another reminder that one of the biggest growth engines in the world is still in deep trouble. This is NOT a small problem. This is a REAL slow-motion collapse that keeps feeding into growth, confidence, and risk. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

78,545 views • 2 months ago

🚨 SOMETHING EXTREMELY BAD IS COMING FOR SPACEX!! After SpaceX releases its Q2 report, 20% of insider shares will unlock. Only around 4% of the shares are trading right now. That unlock is FIVE TIMES the current public float. Everyone sees the $SPCX pump. Almost nobody is watching what's coming next. Let me explain this in simple words. Right now: → Only around 4% is trading → Passive funds are forced to buy → Liquidity is extremely low → Scarcity pushes the price higher Then August arrives. A massive new block of shares can enter the market. And who will insiders sell to? Retail chasing the SpaceX dream. Passive funds forced into the stock. People buying after the pump. This is the same setup we see in crypto. Tiny float first. Huge valuation next. Then the unlock starts. Tokens like LAB and RAVE used the same playbook. The team controls almost everything. A tiny supply pumps the chart. Then locked supply opens and early investors get exit liquidity. SpaceX is doing the same thing on a much bigger scale. Keep the float near 4%. Pump the valuation toward $2 TRILLION. Force index funds to buy. Then unlock 20% after Q2 earnings. That is where the real test begins. Most people are watching the current pump. I'm watching August. Because the first major insider exit door is about to open. The last buyer always pays for the dream. I've studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

🚨 SOMETHING EXTREMELY BAD IS COMING FOR SPACEX!! After SpaceX releases its Q2 report, 20% of insider shares will unlock. Only around 4% of the shares are trading right now. That unlock is FIVE TIMES the current public float. Everyone sees the $SPCX pump. Almost nobody is watching what's coming next. Let me explain this in simple words. Right now: → Only around 4% is trading → Passive funds are forced to buy → Liquidity is extremely low → Scarcity pushes the price higher Then August arrives. A massive new block of shares can enter the market. And who will insiders sell to? Retail chasing the SpaceX dream. Passive funds forced into the stock. People buying after the pump. This is the same setup we see in crypto. Tiny float first. Huge valuation next. Then the unlock starts. Tokens like LAB and RAVE used the same playbook. The team controls almost everything. A tiny supply pumps the chart. Then locked supply opens and early investors get exit liquidity. SpaceX is doing the same thing on a much bigger scale. Keep the float near 4%. Pump the valuation toward $2 TRILLION. Force index funds to buy. Then unlock 20% after Q2 earnings. That is where the real test begins. Most people are watching the current pump. I'm watching August. Because the first major insider exit door is about to open. The last buyer always pays for the dream. I've studied macro for 10 years and called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

73,929 views • 2 months ago

🚨 WARNING: CHINA'S BIGGEST COLLAPSE IS STARTING. China’s real estate market just crashed to a 20-year low. About 25% of the market is already gone. And this collapse is NOT over. If you think this is just another China headline YOU ARE COMPLETELY WRONG. This is NOT just about apartments. This is about one of the biggest engines of Chinese growth staying broken for years. While household wealth, confidence, and demand keep getting hit at the same time. That one fact explains a lot. Because property crashes do NOT stay inside property. - They hit spending. - They hit credit. - They hit local government finances. And then they hit the whole economy. Now look at how deep this already is. New home prices fell 3.2% year over year in February. 53 out of 70 cities were still falling month over month. Property investment has now declined for four straight years. And in December 2025, that drop reached a record 17.2%. That is NOT a market that is stabilizing. That is a market still breaking. And it gets worse. Home prices are expected to fall another 4% in 2026. The downturn is now expected to run into 2027. Even after a 40% national property price fall from 2021 to 2025, the system is still under pressure. Now connect the dots. When a housing market this big keeps falling, the damage does NOT stay local. - China’s households get poorer. - Consumption gets weaker. - Developers stay trapped. - Local governments lose land-sale revenue. And global markets get another reminder that one of the biggest growth engines in the world is still in deep trouble. This is NOT a small problem. This is a REAL slow-motion collapse that keeps feeding into growth, confidence, and risk. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 WARNING: CHINA'S BIGGEST COLLAPSE IS STARTING. China’s real estate market just crashed to a 20-year low. About 25% of the market is already gone. And this collapse is NOT over. If you think this is just another China headline YOU ARE COMPLETELY WRONG. This is NOT just about apartments. This is about one of the biggest engines of Chinese growth staying broken for years. While household wealth, confidence, and demand keep getting hit at the same time. That one fact explains a lot. Because property crashes do NOT stay inside property. - They hit spending. - They hit credit. - They hit local government finances. And then they hit the whole economy. Now look at how deep this already is. New home prices fell 3.2% year over year in February. 53 out of 70 cities were still falling month over month. Property investment has now declined for four straight years. And in December 2025, that drop reached a record 17.2%. That is NOT a market that is stabilizing. That is a market still breaking. And it gets worse. Home prices are expected to fall another 4% in 2026. The downturn is now expected to run into 2027. Even after a 40% national property price fall from 2021 to 2025, the system is still under pressure. Now connect the dots. When a housing market this big keeps falling, the damage does NOT stay local. - China’s households get poorer. - Consumption gets weaker. - Developers stay trapped. - Local governments lose land-sale revenue. And global markets get another reminder that one of the biggest growth engines in the world is still in deep trouble. This is NOT a small problem. This is a REAL slow-motion collapse that keeps feeding into growth, confidence, and risk. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

58,308 views • 3 months ago

A week ago Polymarket declared war on algorithms. They introduced a draconian 3.15% commission on 15-minute markets called Taker Fee. The goal was clear: kill latency arbitrageurs who take money faster than the site UI updates. The math is simple: if your glitch gives a 2% edge and the platform takes 3.15% commission you're bankrupt. 90% of bots shut down that same night. But this bot didn't just stay. It increased its deposit. Profile hidden from everyone: Yesterday it closed the day with $27K profit. I looked at its logs to understand how it bypasses expected value. The old method is dead Previously bots simply compared BTC price on Binance and Polymarket. Saw the difference bought waited 30 seconds. This gave small profit that is now eaten by commission. New mechanics This bot stopped looking at price. It looks at pain. It is connected to the Liquidation Stream of Bybit and OKX exchanges. Price moves linearly. Liquidations are explosive. When a cascade of liquidations triggers on futures with margin calls of $50M+ per second the BTC price makes an impulse move that lasts 3-4 seconds before pulling back. This movement exceeds 1-2%. The essence The bot sees stop triggers on derivatives -> calculates impulse strength -> if Impulse > 3.15% Commission -> Enters the trade. While other bots filter market noise this script eats the corpses of margin traders from external exchanges. It doesn't care about direction. It cares about the amplitude of market pain. Result $205K net per month While you complain about commissions and unfair conditions the code adapted in 48 hours. No predictions. No AI. Just parasitizing on volatility of other people's mistakes. Right now this is the only working vector on 15-minute markets. A 3% commission is not scary if you take a 6% move. The nickname is a set of symbols. No avatar. It doesn't need fame it needs liquidity.

Blaze

91,771 views • 7 months ago

I have to say, it is almost cynical to watch how many people and accounts suddenly “discover” the courage to call out Binance, CZ, the Trump/ MAGA network and things that have been visible for a very long time. Yes, this tweet is uncomfortable, but I have been uncomfortable this whole time, long before most of them, and people are finally starting to wake up. And now that it gets attention, everyone joins in and acts like they just uncovered something new. You are about a year late. But fine. Better late than never. Now let actions follow words. Mute, unfollow and disengage from accounts that constantly push propaganda, hate, shilling and misinformation. Stop buying new worthless JPEGs memecoins or hypes. Be conscious of which projects, platforms and narratives you support with your attention. Pay attention to who is serious and who is just jumping on the bandwagon. What worries me is how quickly all of this will be forgotten the moment the next flashy pump token, the next Trump hype cycle or the next Binance narrative appears. Or the next “anti-scam” and anti KOL coin that calls itself a movement even though there is nothing behind it, nothing before it. I have seen this happen many times. If you have truly understood what is going on, prove it through consistent behavior, not just loud posts while it is trending. Otherwise, all of this is just a farce. Just like it is nothing more than a farce right now.

I have to say, it is almost cynical to watch how many people and accounts suddenly “discover” the courage to call out Binance, CZ, the Trump/ MAGA network and things that have been visible for a very long time. Yes, this tweet is uncomfortable, but I have been uncomfortable this whole time, long before most of them, and people are finally starting to wake up. And now that it gets attention, everyone joins in and acts like they just uncovered something new. You are about a year late. But fine. Better late than never. Now let actions follow words. Mute, unfollow and disengage from accounts that constantly push propaganda, hate, shilling and misinformation. Stop buying new worthless JPEGs memecoins or hypes. Be conscious of which projects, platforms and narratives you support with your attention. Pay attention to who is serious and who is just jumping on the bandwagon. What worries me is how quickly all of this will be forgotten the moment the next flashy pump token, the next Trump hype cycle or the next Binance narrative appears. Or the next “anti-scam” and anti KOL coin that calls itself a movement even though there is nothing behind it, nothing before it. I have seen this happen many times. If you have truly understood what is going on, prove it through consistent behavior, not just loud posts while it is trending. Otherwise, all of this is just a farce. Just like it is nothing more than a farce right now.

MASTR

29,225 views • 6 months ago

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

Adam Livingston

66,707 views • 3 months ago

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! Everyone's relaxed. The setup underneath says they shouldn't be. Three cracks are opening at the same time: → The AI trade IS the market. A few names hold up the whole index while the average stock lags. When the leaders wobble like this week's tech rout there's nothing underneath to catch it. → Oil is one headline from chaos. The Strait of Hormuz stays "open" only while a fragile ceasefire holds and 20% of the world's oil moves through it. One break and energy spikes into an already-hot inflation print. → Foreign creditors are backing away. China and Japan led a $138B Treasury dump this year. When the biggest buyers of US debt go quiet, yields don't ask permission. Three directions, one moment. That's stress, not strength. Smart money isn't waiting for the confirmation candle. It's quietly cutting risk and raising cash because by the time the move is obvious, you're already too late. Stretched systems don't unwind gently. The second the peace story cracks, hope flips to fear in an instant oil rips, yields spike, liquidity vanishes, everything sells together. Watch oil, bonds, semiconductors, rates. Once they move as one, the window's already shut. I've flagged the big turns before including the October BTC top. Follow and turn notifications on. The next one posts here before it's a headline.

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! Everyone's relaxed. The setup underneath says they shouldn't be. Three cracks are opening at the same time: → The AI trade IS the market. A few names hold up the whole index while the average stock lags. When the leaders wobble like this week's tech rout there's nothing underneath to catch it. → Oil is one headline from chaos. The Strait of Hormuz stays "open" only while a fragile ceasefire holds and 20% of the world's oil moves through it. One break and energy spikes into an already-hot inflation print. → Foreign creditors are backing away. China and Japan led a $138B Treasury dump this year. When the biggest buyers of US debt go quiet, yields don't ask permission. Three directions, one moment. That's stress, not strength. Smart money isn't waiting for the confirmation candle. It's quietly cutting risk and raising cash because by the time the move is obvious, you're already too late. Stretched systems don't unwind gently. The second the peace story cracks, hope flips to fear in an instant oil rips, yields spike, liquidity vanishes, everything sells together. Watch oil, bonds, semiconductors, rates. Once they move as one, the window's already shut. I've flagged the big turns before including the October BTC top. Follow and turn notifications on. The next one posts here before it's a headline.

Shelpid.WI3M

96,438 views • 1 month ago