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🚨STRC VOLUME EXPLODES: RECORD ABOVE-$100 TRADING SIGNALS MASSIVE BITCOIN BUYING SPREE Strategy's STRC preferred stock shatters records today, biggest above-$100 volume day yet, with 850 BTC Saylor's accumulation engine in overdrive as high-yield demand fuels relentless Bitcoin grabs.

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HOW BADLY DO WE NEED $STRC BACK AT PAR? Turning the STRC machine back on would juice MSTR’s return by as much as 11.55 percentage points on the exact same move to $100,000 Bitcoin... with zero mNAV expansion. Bitcoin goes from $64,846 to $100,000: +54.21%. With no new STRC, MSTR goes from $97.91 to $172.66: +76.35%, beating Bitcoin by 22.13 points. Then we restart the preferred trebuchet: $500M/month → MSTR +79.26% → beats BTC by 25.05 points $1B/month → MSTR +82.16% → beats BTC by 27.95 points $1.5B/month → MSTR +85.04% → beats BTC by 30.83 points $2B/month → MSTR +87.90% → beats BTC by 33.69 points The incremental return created specifically by new STRC is 2.92%, 5.81%, 8.69% and 11.55%, respectively. At $2B per month, STRC generates 13.14% of MSTR’s entire return and 34.29% of its outperformance over Bitcoin. Issuing $24B over the year buys 301,208 BTC at an average modeled price of $79,679. Those coins are worth $30.12B when Bitcoin reaches $100,000, while the additional preferred principal remains . That creates $6.12B of gross residual common equity before the associated dividend and dilution drag. After including that drag, CEBE still finishes 10,916 sats per share above the zero-issuance scenario, adding $11.31 to MSTR’s ending share price. Credit investors get a 12% coupon and a warm glass of milk. Common shareholders get whatever survives when $100,000 Bitcoin runs the fixed-dollar liability through an industrial meat grinder. The preferred stack is expensive capital when Bitcoin goes sideways. On an orderly climb, it becomes a machine for purchasing BTC below its destination price while the liability remains frozen in dollars. I love Strategy's model. It's simple. Continue to manufacture yield for the dollar economy, and then harvest the residual convexity for common shareholders:
0:15

HOW BADLY DO WE NEED $STRC BACK AT PAR? Turning the STRC machine back on would juice MSTR’s return by as much as 11.55 percentage points on the exact same move to $100,000 Bitcoin... with zero mNAV expansion. Bitcoin goes from $64,846 to $100,000: +54.21%. With no new STRC, MSTR goes from $97.91 to $172.66: +76.35%, beating Bitcoin by 22.13 points. Then we restart the preferred trebuchet: $500M/month → MSTR +79.26% → beats BTC by 25.05 points $1B/month → MSTR +82.16% → beats BTC by 27.95 points $1.5B/month → MSTR +85.04% → beats BTC by 30.83 points $2B/month → MSTR +87.90% → beats BTC by 33.69 points The incremental return created specifically by new STRC is 2.92%, 5.81%, 8.69% and 11.55%, respectively. At $2B per month, STRC generates 13.14% of MSTR’s entire return and 34.29% of its outperformance over Bitcoin. Issuing $24B over the year buys 301,208 BTC at an average modeled price of $79,679. Those coins are worth $30.12B when Bitcoin reaches $100,000, while the additional preferred principal remains . That creates $6.12B of gross residual common equity before the associated dividend and dilution drag. After including that drag, CEBE still finishes 10,916 sats per share above the zero-issuance scenario, adding $11.31 to MSTR’s ending share price. Credit investors get a 12% coupon and a warm glass of milk. Common shareholders get whatever survives when $100,000 Bitcoin runs the fixed-dollar liability through an industrial meat grinder. The preferred stack is expensive capital when Bitcoin goes sideways. On an orderly climb, it becomes a machine for purchasing BTC below its destination price while the liability remains frozen in dollars. I love Strategy's model. It's simple. Continue to manufacture yield for the dollar economy, and then harvest the residual convexity for common shareholders:

Adam Livingston

33,368 views • 2 months ago

🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.
0:20

🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.

Adam Livingston

54,471 views • 4 months ago

Saylor’s Bitcoin Machine Meets the Cash Reality The real story is not that Strategy may sell up to $1.25B of Bitcoin. The bigger story is that it has moved from a simple accumulation narrative into a complex capital markets machine. The old pitch was buy Bitcoin, never sell, increase Bitcoin per share. The new structure has preferred stock, convertible debt, reserves, buybacks, dividend obligations, and now a BTC monetization plan. That shift matters because Bitcoin does not produce cash flow. Preferred dividends and interest expense do. Strategy says it has about $2.55B in USD reserves and roughly $1.76B in annual preferred dividend and interest obligations. That sounds like about 17 months of coverage, but that number is static. It assumes no future dividend increases, no stress, no buybacks, no taxes, no transaction costs, and no deterioration in capital market access. If they keep raising the STRC dividend to defend the price near par, the cash burn rises and the runway gets shorter. The Digital Credit Problem STRC is marketed as digital credit, but economically it behaves like a high yield perpetual preferred stock tied to confidence in a Bitcoin balance sheet. It is not normal debt because there is no traditional maturity. It is not common equity because it sits ahead of common shareholders and carries a large cash distribution expectation. The design is clever but circular. STRC’s dividend can be adjusted to keep the security near $99 to $100. The dividend was raised to 12%, which may support the price, but it also raises cash burn. If STRC trades below par, Strategy may raise the dividend again. If the dividend rises, the reserve coverage shrinks. If cash gets tight, Strategy needs new issuance, reserves, or Bitcoin sales. The compounding issue makes the structure even more fragile. If dividends are paid on time, they do not compound against the company. But if payments are deferred or missed, unpaid dividends can accumulate and compound monthly until paid. That means a liquidity problem does not just sit there. It can grow on itself. Where The Fragility Lives Strategy owns a volatile, non cash flowing asset and has layered cash obligations on top of it. That works when Bitcoin rises, MSTR trades at a premium, and investors are hungry for yield. It gets harder when Bitcoin falls, spreads widen, or investors demand higher returns. Selling Bitcoin now changes the narrative. Bitcoin is no longer just the sacred reserve asset. It is now a liquidity backstop for dividends, reserves, interest, and buybacks. The $1.25B monetization program adds runway, but it also proves the point. Cash promises need cash sources. That creates the feedback loop. If Bitcoin falls, asset coverage weakens. If STRC trades lower, required yields rise. If yields rise, Strategy may need to raise the dividend. If the dividend rises, cash burn accelerates. If issuance slows, reserves get used. If reserves fall, Bitcoin sales become more likely. If those sales look defensive, confidence weakens further. My Take Common shareholders own the upside, but they sit below debt and preferred claims. Preferred holders get high yield, but they rely on Strategy’s ability to maintain reserves, issue securities, monetize Bitcoin, and keep market confidence intact. This is no longer just a Bitcoin bet. It is a Bitcoin liquidity bet, a capital markets access bet, and a confidence bet. Strategy can survive if Bitcoin rises, MSTR keeps a premium, and yield investors keep funding the machine. If two fail at once, the model becomes fragile. The key red flags are STRC below par, dividend hikes that fail to restore the price, reserve coverage under 12 months, unpaid dividends compounding, visible Bitcoin sales, MSTR near or below NAV, and preferred yields widening. The structure can work, but not forever on narrative alone. Eventually, cash obligations meet cash sources. That is where the risk lives.
0:11

Saylor’s Bitcoin Machine Meets the Cash Reality The real story is not that Strategy may sell up to $1.25B of Bitcoin. The bigger story is that it has moved from a simple accumulation narrative into a complex capital markets machine. The old pitch was buy Bitcoin, never sell, increase Bitcoin per share. The new structure has preferred stock, convertible debt, reserves, buybacks, dividend obligations, and now a BTC monetization plan. That shift matters because Bitcoin does not produce cash flow. Preferred dividends and interest expense do. Strategy says it has about $2.55B in USD reserves and roughly $1.76B in annual preferred dividend and interest obligations. That sounds like about 17 months of coverage, but that number is static. It assumes no future dividend increases, no stress, no buybacks, no taxes, no transaction costs, and no deterioration in capital market access. If they keep raising the STRC dividend to defend the price near par, the cash burn rises and the runway gets shorter. The Digital Credit Problem STRC is marketed as digital credit, but economically it behaves like a high yield perpetual preferred stock tied to confidence in a Bitcoin balance sheet. It is not normal debt because there is no traditional maturity. It is not common equity because it sits ahead of common shareholders and carries a large cash distribution expectation. The design is clever but circular. STRC’s dividend can be adjusted to keep the security near $99 to $100. The dividend was raised to 12%, which may support the price, but it also raises cash burn. If STRC trades below par, Strategy may raise the dividend again. If the dividend rises, the reserve coverage shrinks. If cash gets tight, Strategy needs new issuance, reserves, or Bitcoin sales. The compounding issue makes the structure even more fragile. If dividends are paid on time, they do not compound against the company. But if payments are deferred or missed, unpaid dividends can accumulate and compound monthly until paid. That means a liquidity problem does not just sit there. It can grow on itself. Where The Fragility Lives Strategy owns a volatile, non cash flowing asset and has layered cash obligations on top of it. That works when Bitcoin rises, MSTR trades at a premium, and investors are hungry for yield. It gets harder when Bitcoin falls, spreads widen, or investors demand higher returns. Selling Bitcoin now changes the narrative. Bitcoin is no longer just the sacred reserve asset. It is now a liquidity backstop for dividends, reserves, interest, and buybacks. The $1.25B monetization program adds runway, but it also proves the point. Cash promises need cash sources. That creates the feedback loop. If Bitcoin falls, asset coverage weakens. If STRC trades lower, required yields rise. If yields rise, Strategy may need to raise the dividend. If the dividend rises, cash burn accelerates. If issuance slows, reserves get used. If reserves fall, Bitcoin sales become more likely. If those sales look defensive, confidence weakens further. My Take Common shareholders own the upside, but they sit below debt and preferred claims. Preferred holders get high yield, but they rely on Strategy’s ability to maintain reserves, issue securities, monetize Bitcoin, and keep market confidence intact. This is no longer just a Bitcoin bet. It is a Bitcoin liquidity bet, a capital markets access bet, and a confidence bet. Strategy can survive if Bitcoin rises, MSTR keeps a premium, and yield investors keep funding the machine. If two fail at once, the model becomes fragile. The key red flags are STRC below par, dividend hikes that fail to restore the price, reserve coverage under 12 months, unpaid dividends compounding, visible Bitcoin sales, MSTR near or below NAV, and preferred yields widening. The structure can work, but not forever on narrative alone. Eventually, cash obligations meet cash sources. That is where the risk lives.

EndGame Macro

33,374 views • 3 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:
0:20

🚀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 • 4 months ago

SATA acquired an estimated ~291.5 BTC today. That would be assuming $19.13M raised out of the $96.44M daily volume. Is this accurate? Tough to know! We'll find out Monday I assume. But what does this look like for ASST's stock price if this was replicated every day for a year? Let's say there are about ~21 trading days per month... and Bitcoin is at $200k a year from now. It'll be a volatile, non-linear ride upward of course, but this is what it looks like if BTC moves linearly to that price point with this level of issuance. 21 x $19.3M raised = ~$400 million raised per month via SATA... zero ASST sold to buy Bitcoin. Zero mNAV expansion... mNAV trades at the same it does today. Common stock ASST is sold to fund dividends in this model. At $200K BTC: Ending BTC stack: 65,250 ₿ Ending CEBE sats/share: 43,614 CEBE Sats Yield: 228.9% annualized Ending implied stock price: $157.88 Total return vs today: 900% It is a 10x from today almost exactly. Does common equity own more residual Bitcoin per share after senior claims, dividends, and dilution? In this model, yes. A lot more. Not investment advice. This does not include the potential warrant exercises later this year. Issuing SATA adds a lot of LATENT POWER to the balance sheet. If Bitcoin goes up and to the right and it SATA issuance can continue to raise capital... well... ASST is a powder keg about to be ignited.
0:10

SATA acquired an estimated ~291.5 BTC today. That would be assuming $19.13M raised out of the $96.44M daily volume. Is this accurate? Tough to know! We'll find out Monday I assume. But what does this look like for ASST's stock price if this was replicated every day for a year? Let's say there are about ~21 trading days per month... and Bitcoin is at $200k a year from now. It'll be a volatile, non-linear ride upward of course, but this is what it looks like if BTC moves linearly to that price point with this level of issuance. 21 x $19.3M raised = ~$400 million raised per month via SATA... zero ASST sold to buy Bitcoin. Zero mNAV expansion... mNAV trades at the same it does today. Common stock ASST is sold to fund dividends in this model. At $200K BTC: Ending BTC stack: 65,250 ₿ Ending CEBE sats/share: 43,614 CEBE Sats Yield: 228.9% annualized Ending implied stock price: $157.88 Total return vs today: 900% It is a 10x from today almost exactly. Does common equity own more residual Bitcoin per share after senior claims, dividends, and dilution? In this model, yes. A lot more. Not investment advice. This does not include the potential warrant exercises later this year. Issuing SATA adds a lot of LATENT POWER to the balance sheet. If Bitcoin goes up and to the right and it SATA issuance can continue to raise capital... well... ASST is a powder keg about to be ignited.

Adam Livingston

15,473 views • 3 months ago

This is getting seriously interesting. $BTC pumped from $75,500 to $81,200 this morning liquidating $793M in the past 24 hours! But here’s the important part: Yesterday, I said that a clean break above $80,000 would favour continuation higher. That’s exactly what happened. Bitcoin broke straight through $80,000 and pushed towards $81,200 before cooling off. The Bullish structure is still playing out exactly as I wanted, but $80,000 now needs to start acting as support rather than resistance for further upside. Bitcoin now has roughly $2B liquidity above between $81,000 - $83,000 and $4.9B below between $73,000 - $78,500. This means that once again the bigger HTF liquidity imbalance below just got bigger, so a deeper pullback remains the main risk if momentum starts weakening. On the LTF, the largest liquidity magnets sit at $77,700 below and $81,200 - $81,900 above. This means Bitcoin will likely sweep these levels today. Whales have rebuilt large sell walls around $81,500 - $83,000 while some insanely large bids are now stacking from $74,500 - $78,500 below. This means smart money views the $74,500 - $78,500 zone as maximum value for accumulation and the zone up to $83,000 as the perfect sell/short zone. Meanwhile, OI has cooled from the recent spike, spot volume remains very strong, futures buying has improved and Coinbase Premium is much healthier than it was last week. This effectively means leverage has cooled down slightly while spot demand is still supporting the move higher - exactly what you'd want to see after such a huge pump. So to make things simple for you: - $80K reclaim was Bullish - $77.7K and $81.2K are now the two LTF magnets - $81K - $83K is the next upside liquidity zone - $4.9B below keeps $73K - $78.5K as the bigger HTF risk I’ll post any changes to my positioning and the key levels I’m watching in the free Telegram (link in bio).
0:18

This is getting seriously interesting. $BTC pumped from $75,500 to $81,200 this morning liquidating $793M in the past 24 hours! But here’s the important part: Yesterday, I said that a clean break above $80,000 would favour continuation higher. That’s exactly what happened. Bitcoin broke straight through $80,000 and pushed towards $81,200 before cooling off. The Bullish structure is still playing out exactly as I wanted, but $80,000 now needs to start acting as support rather than resistance for further upside. Bitcoin now has roughly $2B liquidity above between $81,000 - $83,000 and $4.9B below between $73,000 - $78,500. This means that once again the bigger HTF liquidity imbalance below just got bigger, so a deeper pullback remains the main risk if momentum starts weakening. On the LTF, the largest liquidity magnets sit at $77,700 below and $81,200 - $81,900 above. This means Bitcoin will likely sweep these levels today. Whales have rebuilt large sell walls around $81,500 - $83,000 while some insanely large bids are now stacking from $74,500 - $78,500 below. This means smart money views the $74,500 - $78,500 zone as maximum value for accumulation and the zone up to $83,000 as the perfect sell/short zone. Meanwhile, OI has cooled from the recent spike, spot volume remains very strong, futures buying has improved and Coinbase Premium is much healthier than it was last week. This effectively means leverage has cooled down slightly while spot demand is still supporting the move higher - exactly what you'd want to see after such a huge pump. So to make things simple for you: - $80K reclaim was Bullish - $77.7K and $81.2K are now the two LTF magnets - $81K - $83K is the next upside liquidity zone - $4.9B below keeps $73K - $78.5K as the bigger HTF risk I’ll post any changes to my positioning and the key levels I’m watching in the free Telegram (link in bio).

CryptoReviewing

163,509 views • 1 month ago

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.
0:10

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.

Shanaka Anslem Perera ⚡

142,587 views • 3 months ago

🚨Holy shit... This guy turned $100 into $207K on Polymarket No leverage. No signals. No charts. Just a bot running the same calculation hundreds of times per hour. Everyone thinks he's trading Bitcoin. He's not. He's not predicting price direction. He's finding where the market is wrong about its own probabilities and taking the other side. To copytrade this guy - Here's the gap he exploits: Polymarket prices 5-minute BTC Up at 46%. Real probability based on volatility and momentum: 55%. That's 9 cents mispriced on a binary outcome. Bot sees it. Bot buys it. Market resolves in 5 minutes. Edge locked. Then it does it again. And again. Hundreds of times a week. The math isn't complicated. Small edge × high frequency = the account you're looking at. Look at the pattern in the trades: 5-minute markets only Consistent sizing every entry Dozens of executions per day Win rate that doesn't drift That's not gambling. That's a probability engine running on a market built for humans to trade manually. $100 became $207,176 because the bot doesn't sleep doesn't hesitate doesn't second-guess.
0:17

🚨Holy shit... This guy turned $100 into $207K on Polymarket No leverage. No signals. No charts. Just a bot running the same calculation hundreds of times per hour. Everyone thinks he's trading Bitcoin. He's not. He's not predicting price direction. He's finding where the market is wrong about its own probabilities and taking the other side. To copytrade this guy - Here's the gap he exploits: Polymarket prices 5-minute BTC Up at 46%. Real probability based on volatility and momentum: 55%. That's 9 cents mispriced on a binary outcome. Bot sees it. Bot buys it. Market resolves in 5 minutes. Edge locked. Then it does it again. And again. Hundreds of times a week. The math isn't complicated. Small edge × high frequency = the account you're looking at. Look at the pattern in the trades: 5-minute markets only Consistent sizing every entry Dozens of executions per day Win rate that doesn't drift That's not gambling. That's a probability engine running on a market built for humans to trade manually. $100 became $207,176 because the bot doesn't sleep doesn't hesitate doesn't second-guess.

Shelpid.WI3M

20,853 views • 6 months ago

🚨 He simply typed to Claude: "Build me a bot that prints money on Bitcoin every 5 minutes". This guy pulled $16,000+ in pure profit in a couple of hours just by using claude code. If you thought making money in crypto was hard, look at this screenshot. Meet the anon going by 0x5fCe. He joined polymarket literally days ago and his stats are absolutely mind blowing: > Predictions: 27 > Biggest Win: $8,727 > All Time Profit: $16,073 But the craziest part is HOW he’s trading. Look at the bottom of the screenshot. He’s betting on: "Bitcoin Up or Down in the next 5 minutes." A human physically cannot analyze order books and charts with that kind of speed and phenomenal accuracy. How did he do it? I dug a little deeper, and this is pure alpha 🧠 This guy isn't some genius Wall Street quant. He simply took the new Claude Code, fed it the Polymarket API documentation, and asked it to write a high frequency trading bot to analyze BTC micro impulses. It took exactly one evening to build the bot. He ran the script, went to sleep, and woke up to a bot that literally printed him a car. Almost 9 grand in profit in just 5 minutes. This isn't trading; it's a legal money printer. He locked in his profits and is likely tweaking his Claude prompts right now to deploy the bot with bigger volume. As soon as numbers pop up there, a new bloodbath will start. If you want to watch AI extract money from the market live, or just try to copytrade his bets, you need to monitor this wallet 24/7.
0:14

🚨 He simply typed to Claude: "Build me a bot that prints money on Bitcoin every 5 minutes". This guy pulled $16,000+ in pure profit in a couple of hours just by using claude code. If you thought making money in crypto was hard, look at this screenshot. Meet the anon going by 0x5fCe. He joined polymarket literally days ago and his stats are absolutely mind blowing: > Predictions: 27 > Biggest Win: $8,727 > All Time Profit: $16,073 But the craziest part is HOW he’s trading. Look at the bottom of the screenshot. He’s betting on: "Bitcoin Up or Down in the next 5 minutes." A human physically cannot analyze order books and charts with that kind of speed and phenomenal accuracy. How did he do it? I dug a little deeper, and this is pure alpha 🧠 This guy isn't some genius Wall Street quant. He simply took the new Claude Code, fed it the Polymarket API documentation, and asked it to write a high frequency trading bot to analyze BTC micro impulses. It took exactly one evening to build the bot. He ran the script, went to sleep, and woke up to a bot that literally printed him a car. Almost 9 grand in profit in just 5 minutes. This isn't trading; it's a legal money printer. He locked in his profits and is likely tweaking his Claude prompts right now to deploy the bot with bigger volume. As soon as numbers pop up there, a new bloodbath will start. If you want to watch AI extract money from the market live, or just try to copytrade his bets, you need to monitor this wallet 24/7.

shmidt

151,152 views • 6 months ago

🚨 SOMETHING VERY STRANGE IS HAPPENING Yesterday, the Fed hiked rates by 25 bps for the first time in 3 years. Today, stocks are rallying like nothing happened. Something doesn't add up: 16 of 18 Fed policymakers expect at least ONE MORE HIKE this year. Just 9 months ago, markets were pricing in 3 RATE CUTS for 2026. Oil is above $100. Diesel prices just hit RECORD HIGHS. And the Fed now expects 3.7% inflation in 2026. But the market still hasn’t broken. WHY? Because one thing is keeping it alive: THE AI BOOM. And this is where almost everyone is getting it wrong. AI is not just holding the market up. IT IS GIVING THE FED ROOM TO KEEP HIKING. Massive AI spending is keeping growth alive while a handful of mega-cap stocks keep the indexes near the highs. As long as that continues, the Fed has less reason to back off. That creates a dangerous setup: AI boom → stronger growth → sticky inflation → higher rates for longer Now add: $100+ oil → record diesel → higher costs across the economy → even less room for cuts October or December doesn’t matter. Nine months ago: 3 CUTS. Today: HIKE → ANOTHER HIKE. The market can survive that while AI keeps carrying it. The problem starts when AI stops. If those stocks finally crack while rates are still rising and energy inflation is still hot, the market loses the one thing absorbing all that pressure. Then it gets ugly fast: AI cracks → indexes fall → liquidity disappears → forced selling begins And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. Stocks. Metals. Bitcoin. That’s the part most people are not prepared for. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. Remember, I’ve been trading markets for over 15 years. When the liquidation starts and I see the level worth buying, 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.
0:18

🚨 SOMETHING VERY STRANGE IS HAPPENING Yesterday, the Fed hiked rates by 25 bps for the first time in 3 years. Today, stocks are rallying like nothing happened. Something doesn't add up: 16 of 18 Fed policymakers expect at least ONE MORE HIKE this year. Just 9 months ago, markets were pricing in 3 RATE CUTS for 2026. Oil is above $100. Diesel prices just hit RECORD HIGHS. And the Fed now expects 3.7% inflation in 2026. But the market still hasn’t broken. WHY? Because one thing is keeping it alive: THE AI BOOM. And this is where almost everyone is getting it wrong. AI is not just holding the market up. IT IS GIVING THE FED ROOM TO KEEP HIKING. Massive AI spending is keeping growth alive while a handful of mega-cap stocks keep the indexes near the highs. As long as that continues, the Fed has less reason to back off. That creates a dangerous setup: AI boom → stronger growth → sticky inflation → higher rates for longer Now add: $100+ oil → record diesel → higher costs across the economy → even less room for cuts October or December doesn’t matter. Nine months ago: 3 CUTS. Today: HIKE → ANOTHER HIKE. The market can survive that while AI keeps carrying it. The problem starts when AI stops. If those stocks finally crack while rates are still rising and energy inflation is still hot, the market loses the one thing absorbing all that pressure. Then it gets ugly fast: AI cracks → indexes fall → liquidity disappears → forced selling begins And once forced selling starts, funds don’t sell what they WANT. They sell what they CAN. Stocks. Metals. Bitcoin. That’s the part most people are not prepared for. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. Remember, I’ve been trading markets for over 15 years. When the liquidation starts and I see the level worth buying, 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.

Alex Mason 👁△

847,245 views • 13 days ago

🚨 WARNING: SOMETHING VERY BAD JUST STARTED The Fed is now projected to hike another 25 bps in October. Sit with that for a second. Months ago, 2026 was supposed to be the year of rate cuts. Now the market is bracing for another hike. And somehow stocks are still parked near all-time highs. None of this adds up: → Oil above $100. → Diesel near record highs. → Inflation still sticky. → Rates already restrictive. And now the Fed might tighten again. So why hasn't the market cracked yet? One thing is holding it up. The AI boom. And here's where almost everyone gets it wrong. AI isn't just pushing stocks higher. It's giving the Fed room to stay aggressive. Massive AI spending keeps growth alive while a handful of mega-caps carry the entire index. As long as that holds, the Fed has zero reason to back off. That's the trap: AI boom → growth stays strong → inflation stays sticky → Fed keeps rates high → another hike becomes possible. Now stack oil on top: $100+ crude → higher energy costs → more inflation pressure → even less room to cut. October or December, doesn't matter. The direction is what matters. Months ago it was cuts. Now it's no cuts, then a hike, then possibly another. The market survives all of this as long as AI keeps carrying it. The real problem starts when AI stops. If those names finally crack while rates are climbing and inflation is still hot, the market loses the one thing absorbing all that pressure. Then it moves fast: AI cracks → indexes fall → liquidity vanishes → forced selling starts. And once forced selling begins, funds don't sell what they want to sell. They sell what they can. Stocks. Metals. Bitcoin. Everything at once. That's the part nobody's prepared for. And that's exactly where the next real buying opportunity shows up. I'm not scared of the dump. I'm waiting for it. 15+ years trading, and the pattern never changes. When the liquidation hits and I see a level actually worth buying, I'll post it here like always. Turn notifications on. You'll want this chart later.
0:18

🚨 WARNING: SOMETHING VERY BAD JUST STARTED The Fed is now projected to hike another 25 bps in October. Sit with that for a second. Months ago, 2026 was supposed to be the year of rate cuts. Now the market is bracing for another hike. And somehow stocks are still parked near all-time highs. None of this adds up: → Oil above $100. → Diesel near record highs. → Inflation still sticky. → Rates already restrictive. And now the Fed might tighten again. So why hasn't the market cracked yet? One thing is holding it up. The AI boom. And here's where almost everyone gets it wrong. AI isn't just pushing stocks higher. It's giving the Fed room to stay aggressive. Massive AI spending keeps growth alive while a handful of mega-caps carry the entire index. As long as that holds, the Fed has zero reason to back off. That's the trap: AI boom → growth stays strong → inflation stays sticky → Fed keeps rates high → another hike becomes possible. Now stack oil on top: $100+ crude → higher energy costs → more inflation pressure → even less room to cut. October or December, doesn't matter. The direction is what matters. Months ago it was cuts. Now it's no cuts, then a hike, then possibly another. The market survives all of this as long as AI keeps carrying it. The real problem starts when AI stops. If those names finally crack while rates are climbing and inflation is still hot, the market loses the one thing absorbing all that pressure. Then it moves fast: AI cracks → indexes fall → liquidity vanishes → forced selling starts. And once forced selling begins, funds don't sell what they want to sell. They sell what they can. Stocks. Metals. Bitcoin. Everything at once. That's the part nobody's prepared for. And that's exactly where the next real buying opportunity shows up. I'm not scared of the dump. I'm waiting for it. 15+ years trading, and the pattern never changes. When the liquidation hits and I see a level actually worth buying, I'll post it here like always. Turn notifications on. You'll want this chart later.

Qmo

77,754 views • 10 days ago

🚨 SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS!! The U.S. is preparing for a potential NEW MILITARY OPERATION against Iran. This is not just a rumor. Trump is expected to host a meeting on Tuesday. Another wave of escalation is unfolding, and here are the key facts as of today: Peace negotiations have almost reached a dead end. Trump just directly stated that Iran faces a very bad time if the agreement is not signed within the next few days. Tehran, in response, announced that it plans to introduce a “tariff mechanism”. For passage through the Strait of Hormuz. Which they effectively control. The world is experiencing the most severe energy crisis because of the blockade of the Strait of Hormuz. Here's what's happening and how it would affect markets: WTI crude oil has already moved close to $100 per barrel and could fly even higher at market open. Tomorrow at market open we are facing INSANE VOLATILITY. The fear index VIX is rising. The main fire will be in the oil market. If Trump throws more fuel into the fire on social media overnight. Or a new exchange of strikes begins in the strait, oil prices will explode upward. Analysts expect a spike to $140-160 per barrel. JUST IMAGINE. 160 PER BARREL. Accordingly, oil and gas sector stocks will rise, while airlines and retail will dump. The crypto market, because of 24/7 trading, always takes the first hit. $BTC has already broken below the psychological level and is trading under $80,000. If overnight there are headlines about renewed strikes: A MASSIVE CASCADE of liquidations will begin: Crypto is currently overloaded with leveraged longs. Panic selling will trigger a wave of forced closures (margin calls). Traders will begin urgently rotating into stablecoins. During moments of extreme geopolitical noise, market makers simply pull their orders from the books. Price can collapse 5-10% within minutes purely on panic until it finds real buying volume. Analysts are directly saying: The true bottom will be where abnormal volume appears during panic selling (retail capitulation). A new escalation and oil above $100 is a direct hit to the Fed’s pocket. Rising fuel prices accelerate inflation, which means investors are fully pricing in. That the Fed will not cut interest rates and may even raise them. All these factors are putting us on the edge of THE BIGGEST CRASH OF THE LAST YEARS This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...
0:15

🚨 SOMETHING EXTREMELY BAD WILL HAPPEN IN 24 HOURS!! The U.S. is preparing for a potential NEW MILITARY OPERATION against Iran. This is not just a rumor. Trump is expected to host a meeting on Tuesday. Another wave of escalation is unfolding, and here are the key facts as of today: Peace negotiations have almost reached a dead end. Trump just directly stated that Iran faces a very bad time if the agreement is not signed within the next few days. Tehran, in response, announced that it plans to introduce a “tariff mechanism”. For passage through the Strait of Hormuz. Which they effectively control. The world is experiencing the most severe energy crisis because of the blockade of the Strait of Hormuz. Here's what's happening and how it would affect markets: WTI crude oil has already moved close to $100 per barrel and could fly even higher at market open. Tomorrow at market open we are facing INSANE VOLATILITY. The fear index VIX is rising. The main fire will be in the oil market. If Trump throws more fuel into the fire on social media overnight. Or a new exchange of strikes begins in the strait, oil prices will explode upward. Analysts expect a spike to $140-160 per barrel. JUST IMAGINE. 160 PER BARREL. Accordingly, oil and gas sector stocks will rise, while airlines and retail will dump. The crypto market, because of 24/7 trading, always takes the first hit. $BTC has already broken below the psychological level and is trading under $80,000. If overnight there are headlines about renewed strikes: A MASSIVE CASCADE of liquidations will begin: Crypto is currently overloaded with leveraged longs. Panic selling will trigger a wave of forced closures (margin calls). Traders will begin urgently rotating into stablecoins. During moments of extreme geopolitical noise, market makers simply pull their orders from the books. Price can collapse 5-10% within minutes purely on panic until it finds real buying volume. Analysts are directly saying: The true bottom will be where abnormal volume appears during panic selling (retail capitulation). A new escalation and oil above $100 is a direct hit to the Fed’s pocket. Rising fuel prices accelerate inflation, which means investors are fully pricing in. That the Fed will not cut interest rates and may even raise them. All these factors are putting us on the edge of THE BIGGEST CRASH OF THE LAST YEARS This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

225,299 views • 4 months ago

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.
0:10

The biggest Bitcoin miners on earth are quietly walking away from mining Bitcoin, and the reason is not the one everyone keeps repeating. They are not fleeing a dead business. They lost an auction for their own power, and the winner was artificial intelligence. Start with the brutal arithmetic. It now costs the average public miner around $80,000 in cash to produce a single Bitcoin, and for stretches of this year $BTC traded below that. The most efficient operators on the cheapest power still clear a margin, but an estimated 15 to 20 percent of the global fleet is mining at a loss right now, burning more in power than the coins are worth the second they are minted. Three straight downward difficulty adjustments earlier this year, the first such streak since 2022, were the footprint of machines going dark. That looks like a simple story of a broken business until you see the number that explains the exodus. The same megawatt of power that earns a Bitcoin miner roughly $1 million a year earns between $10 and $20 million a year hosting AI compute. Ten to twenty times more, for the identical electricity, substation, and cooling. What made industrial miners valuable was never the mining. It was the power contracts, the land, the grid interconnects. AI walked in and bid an order of magnitude higher for exactly those assets. Mining did not fail. It got outbid for its own infrastructure. When Core Scientific runs its BTC segment at a negative margin while its AI colocation business prints money, the decision writes itself. CoinShares estimates listed miners could pull up to 70 percent of their revenue from AI by year end, up from about 30 percent. The power is being repriced to its highest use, and Bitcoin lost the bidding. If the giants leave, what happens to the network they secured? The doom posts assume it weakens. It does not, because Bitcoin has a self-healing reflex written into its core. When miners switch off, blocks slow, and within two weeks difficulty automatically drops, which makes mining cheaper and more profitable for everyone still running. The security does not vanish, it relocates, and you can already see where. State-backed pools are appearing, with one Gulf operator reportedly standing up a national pool near 3 percent of global hashrate, alongside private fleets and the handful of public miners like Marathon still choosing to buy Bitcoin rather than lease their power away. The network even hit an all-time high above one zettahash this year as the pivot accelerated. It does not need any particular miner. It needs someone, somewhere, for whom the math still works, and cheap stranded power has no shortage of those. But there is a deeper timer here, and the AI pivot just exposed it. Today miners earn almost everything from the block subsidy and almost nothing from fees, often under one percent of revenue on a quiet day. That subsidy halves again in 2028, and every four years after, marching toward zero. For Bitcoin to pay for its own security forever, fees eventually have to replace it. The open question is whether they can, and the evidence cuts both ways. On busy days, during token launches and inscription waves, fees have already spiked past 15 percent of revenue, and in 2024 some blocks earned more in fees than the entire subsidy. The capacity is there in bursts. Whether bursts become a baseline is the single most important unanswered question in Bitcoin. The AI exodus did not create that question. It pulled the cover off it years early, and showed how fast capital abandons hashing the moment something pays more. So the honest read is not that AI kills Bitcoin mining. It is stranger than that. AI is the first bidder rich enough to reveal what Bitcoin's security was always quietly worth, and what it will cost to keep once the free coins stop coming. The miners are not abandoning a sinking ship. They are selling the deck to a higher bidder while the same clock everyone forgot about keeps ticking underneath.

Shanaka Anslem Perera ⚡

90,812 views • 3 months ago

🚨 WARNING: THE SITUATION JUST TOOK A VERY BAD TURN The Fed is now expected to raise rates another 25 bps in October. Think about that for a moment. Just months ago, markets were expecting 2026 to be dominated by rate cuts. Now investors are preparing for another hike. Yet somehow, stocks are still hovering close to record highs. Something doesn’t quite add up: → Oil is above $100. → Diesel prices are near historical highs. → Inflation remains stubborn. → Rates are already restrictive. And now another Fed hike is back on the table. So what is keeping the market afloat? AI. But this is where most people are missing the bigger picture. The AI boom isn’t only lifting equities. It’s also giving the Fed more room to remain hawkish. Huge AI investments are keeping economic growth strong, while a small group of mega-cap companies continues to support the major indexes. As long as that continues, the Fed has little incentive to ease policy. That’s the real trap: AI boom → stronger growth → persistent inflation → rates stay elevated → another hike becomes possible. Now add oil to the equation: $100+ crude → rising energy costs → additional inflation pressure → even less room for rate cuts. Whether the next move comes in October or December isn’t the main issue. The direction is. A few months ago, the expectation was cuts. Now we’re talking about no cuts, followed by a hike, and potentially more tightening afterward. The market can absorb all of this as long as AI continues carrying it. The real danger begins when AI loses momentum. If those mega-cap names finally break down while rates are rising and inflation remains elevated, the market could lose the main force absorbing all that pressure. Then things can move very quickly: AI breaks → indexes drop → liquidity dries up → forced selling begins. And when forced selling hits, funds don’t necessarily sell what they want. They sell whatever they can. Stocks. Metals. Bitcoin. Everything. That’s the part most people aren’t prepared for. And ironically, that’s where the next major buying opportunity could appear. I’m not afraid of the selloff. I’m waiting for it. I’ve been trading for 15+ years, and the pattern remains the same. When liquidation arrives and I see a level that genuinely makes sense to buy, I’ll share it here just like I always do. Turn on notifications. You’ll want to see this chart later.
0:18

🚨 WARNING: THE SITUATION JUST TOOK A VERY BAD TURN The Fed is now expected to raise rates another 25 bps in October. Think about that for a moment. Just months ago, markets were expecting 2026 to be dominated by rate cuts. Now investors are preparing for another hike. Yet somehow, stocks are still hovering close to record highs. Something doesn’t quite add up: → Oil is above $100. → Diesel prices are near historical highs. → Inflation remains stubborn. → Rates are already restrictive. And now another Fed hike is back on the table. So what is keeping the market afloat? AI. But this is where most people are missing the bigger picture. The AI boom isn’t only lifting equities. It’s also giving the Fed more room to remain hawkish. Huge AI investments are keeping economic growth strong, while a small group of mega-cap companies continues to support the major indexes. As long as that continues, the Fed has little incentive to ease policy. That’s the real trap: AI boom → stronger growth → persistent inflation → rates stay elevated → another hike becomes possible. Now add oil to the equation: $100+ crude → rising energy costs → additional inflation pressure → even less room for rate cuts. Whether the next move comes in October or December isn’t the main issue. The direction is. A few months ago, the expectation was cuts. Now we’re talking about no cuts, followed by a hike, and potentially more tightening afterward. The market can absorb all of this as long as AI continues carrying it. The real danger begins when AI loses momentum. If those mega-cap names finally break down while rates are rising and inflation remains elevated, the market could lose the main force absorbing all that pressure. Then things can move very quickly: AI breaks → indexes drop → liquidity dries up → forced selling begins. And when forced selling hits, funds don’t necessarily sell what they want. They sell whatever they can. Stocks. Metals. Bitcoin. Everything. That’s the part most people aren’t prepared for. And ironically, that’s where the next major buying opportunity could appear. I’m not afraid of the selloff. I’m waiting for it. I’ve been trading for 15+ years, and the pattern remains the same. When liquidation arrives and I see a level that genuinely makes sense to buy, I’ll share it here just like I always do. Turn on notifications. You’ll want to see this chart later.

Bitcoin Intelligence

31,232 views • 10 days ago

XRP HAS HAD A MASSIVE 2026 SO FAR ripple:native has emerged as one of the most institutionally-adopted digital assets of 2026, with five spot ETFs trading in the US and cumulative inflows topping $1.50 billion by early March. The funds locked over 769 million XRP tokens across combined custody arrangements and recorded zero net outflow days in their first month. JPMorgan has forecast first-year inflows of $4 to $8.4 billion. Goldman Sachs disclosed a $153.8 million spot XRP ETF position in its Q4 2025 13F filing, making it the single largest known institutional holder. The allocation is distributed across Bitwise, Franklin Templeton's XRPZ, Grayscale's GXRP, and 21Shares' TOXR, accounting for roughly 73% of the top 30 institutional holdings combined. Ripple itself entered 2026 at a $50 billion private valuation, placing it among the ten most valuable private companies globally and the only blockchain-focused firm in that group. The company has logged over $95 billion in cumulative transaction volume and holds more than 75 regulatory licenses worldwide. November's $500 million strategic funding round drew Citadel Securities, Fortress, Pantera, Galaxy Digital, Brevan Howard, and Marshall Wace, and Ripple announced a Mastercard and Gemini partnership for stablecoin-powered credit card payments the same day. XRPL adoption metrics have moved sharply alongside the institutional flows. Daily transactions hit 3 million on March 15, a threefold jump from mid-2025 averages, driven by AMM pool activity, tokenized assets, and ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed denominated settlement flows. Real-world asset tokenization on the ledger has grown to over $474 million with represented value approaching $1.5 billion. The ledger has now processed more than 4 billion transactions since its inception. Technical milestones have been steady through Q1. RippleX shipped a critical node stability patch (rippled 3.1.2) on March 13, an AI-driven security overhaul on March 26, and a four-phase quantum-resistance roadmap targeting 2028 with Phase 2 underway. Lending Protocol and Single Asset Vaults are under amendment voting. XRP Community Day was held February 11-12 and the 2026 RippleX roadmap is shifting toward distributed funding and governance models. Price has not kept pace with the institutional flows. XRP trades around $1.36 today, off a $3.65 high in July 2025 and well below the Trump-election-driven rally that pushed it 400% above pre-election levels. Standard Chartered's Geoffrey Kendrick has forecast $8 in 2026, citing ETF flows and CLARITY Act regulatory clarity. Ripple CEO Brad Garlinghouse (Brad Garlinghouse) has predicted XRP capturing 14% of SWIFT volume within five years.
0:14

XRP HAS HAD A MASSIVE 2026 SO FAR ripple:native has emerged as one of the most institutionally-adopted digital assets of 2026, with five spot ETFs trading in the US and cumulative inflows topping $1.50 billion by early March. The funds locked over 769 million XRP tokens across combined custody arrangements and recorded zero net outflow days in their first month. JPMorgan has forecast first-year inflows of $4 to $8.4 billion. Goldman Sachs disclosed a $153.8 million spot XRP ETF position in its Q4 2025 13F filing, making it the single largest known institutional holder. The allocation is distributed across Bitwise, Franklin Templeton's XRPZ, Grayscale's GXRP, and 21Shares' TOXR, accounting for roughly 73% of the top 30 institutional holdings combined. Ripple itself entered 2026 at a $50 billion private valuation, placing it among the ten most valuable private companies globally and the only blockchain-focused firm in that group. The company has logged over $95 billion in cumulative transaction volume and holds more than 75 regulatory licenses worldwide. November's $500 million strategic funding round drew Citadel Securities, Fortress, Pantera, Galaxy Digital, Brevan Howard, and Marshall Wace, and Ripple announced a Mastercard and Gemini partnership for stablecoin-powered credit card payments the same day. XRPL adoption metrics have moved sharply alongside the institutional flows. Daily transactions hit 3 million on March 15, a threefold jump from mid-2025 averages, driven by AMM pool activity, tokenized assets, and ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed denominated settlement flows. Real-world asset tokenization on the ledger has grown to over $474 million with represented value approaching $1.5 billion. The ledger has now processed more than 4 billion transactions since its inception. Technical milestones have been steady through Q1. RippleX shipped a critical node stability patch (rippled 3.1.2) on March 13, an AI-driven security overhaul on March 26, and a four-phase quantum-resistance roadmap targeting 2028 with Phase 2 underway. Lending Protocol and Single Asset Vaults are under amendment voting. XRP Community Day was held February 11-12 and the 2026 RippleX roadmap is shifting toward distributed funding and governance models. Price has not kept pace with the institutional flows. XRP trades around $1.36 today, off a $3.65 high in July 2025 and well below the Trump-election-driven rally that pushed it 400% above pre-election levels. Standard Chartered's Geoffrey Kendrick has forecast $8 in 2026, citing ETF flows and CLARITY Act regulatory clarity. Ripple CEO Brad Garlinghouse (Brad Garlinghouse) has predicted XRP capturing 14% of SWIFT volume within five years.

BSCN

13,418 views • 5 months ago

🚨 DAY 37 of asking the world to save my course mate Please don't let Miracle's dreams die. Miracle is a vibrant graduate of Anambra State University (COOU) whose dreams have been brutally put on hold. She has been battling Stage 4 Hodgkin Lymphoma, a severe form of blood cancer... which has completely stolen her life, health, and career goals for the past 4 long years. The physical toll has been devastating (as you can see in the attached before/after photo above/below Whichever way it will be presented) but her spirit is not broken. The fight is not over yet, and we refuse to give up on her. We need the world to help us keep Miracle alive. Even the smallest support makes a massive difference. No amount is too small whether it is ₦500, ₦1,000, or a simple retweet to get this to someone who can help. If you cannot donate, please hit the retweet button. Your share could be the one that reaches someone who can save her life. 📌 BANK DETAILS: • Account Number: 6554868498 • Bank: Fidelity Bank • Account Name: Miracle All medical reports, official diagnostic scans, and hospital admission files are 100% available and ready for verification upon request. Please help us save her life. 🙏 Even if it's not money you can give, if it's directions on what to do Where and right places and things to do Please #SaveMiracle #COOU #MedicalFundraiser Gifted hands games.... Aproko Doctor Global YabaLeftOnline Instablog9ja SUPREMOS 🤍🐘 INDUSTRY MACHINE ⚙️ IRUNNIA Dr Yunusa Tanko MumZee✨🇳🇬 DsL_a ʚїɞ ® Dr Iretioluwa Akerele Temitope Sobulo🛡️ Technical Ben Alabi Mayor Of Ekiti Aji Bussu Onye Mpiawa azụ 🇨🇮 Instablog9ja 𝐈𝐜𝐡𝐢𝐞 𝐊𝐥𝐚𝐮𝐬𝐞𝐧𝐛𝐮𝐫𝐠 Ólú ndị Igbo IGBO History & Facts IGBOMINA BITCOIN CHIEF (AKA OMA JI EGO)
0:13

🚨 DAY 37 of asking the world to save my course mate Please don't let Miracle's dreams die. Miracle is a vibrant graduate of Anambra State University (COOU) whose dreams have been brutally put on hold. She has been battling Stage 4 Hodgkin Lymphoma, a severe form of blood cancer... which has completely stolen her life, health, and career goals for the past 4 long years. The physical toll has been devastating (as you can see in the attached before/after photo above/below Whichever way it will be presented) but her spirit is not broken. The fight is not over yet, and we refuse to give up on her. We need the world to help us keep Miracle alive. Even the smallest support makes a massive difference. No amount is too small whether it is ₦500, ₦1,000, or a simple retweet to get this to someone who can help. If you cannot donate, please hit the retweet button. Your share could be the one that reaches someone who can save her life. 📌 BANK DETAILS: • Account Number: 6554868498 • Bank: Fidelity Bank • Account Name: Miracle All medical reports, official diagnostic scans, and hospital admission files are 100% available and ready for verification upon request. Please help us save her life. 🙏 Even if it's not money you can give, if it's directions on what to do Where and right places and things to do Please #SaveMiracle #COOU #MedicalFundraiser Gifted hands games.... Aproko Doctor Global YabaLeftOnline Instablog9ja SUPREMOS 🤍🐘 INDUSTRY MACHINE ⚙️ IRUNNIA Dr Yunusa Tanko MumZee✨🇳🇬 DsL_a ʚїɞ ® Dr Iretioluwa Akerele Temitope Sobulo🛡️ Technical Ben Alabi Mayor Of Ekiti Aji Bussu Onye Mpiawa azụ 🇨🇮 Instablog9ja 𝐈𝐜𝐡𝐢𝐞 𝐊𝐥𝐚𝐮𝐬𝐞𝐧𝐛𝐮𝐫𝐠 Ólú ndị Igbo IGBO History & Facts IGBOMINA BITCOIN CHIEF (AKA OMA JI EGO)

lukaku's grill

37,903 views • 1 month ago

🚨 They’re Lying To You About Oil. People don’t grasp the oil market’s sleight of hand. Prices spiked above $110 amid Middle East tensions, then “dropped” to $84 after Trump’s assurance of a swift resolution. Yet this is illusory, a paper mirage. Actual transaction prices remain elevated, with spot deals exceeding $100 due to surreal demand and disrupted Gulf supplies. The Strait of Hormuz blockade has strangled ~25% of global oil flows and LNG, forcing buyers into premiums for alternative routes. Refineries and importers are quietly paying 20-30% over benchmarks to secure cargoes from Russia, the US, or West Africa, bypassing chokepoints. Nations are reeling, implementing draconian measures to conserve: - India: Enforced cuts to oil and cooking gas supplies, slashing industrial natural gas by 10-30%. This has triggered mass restaurant closures, where LPG shortages hobble operations. Fertilizer plants idle, threatening food security. - Pakistan & Bangladesh: Nationwide school shutdowns extended, shifting to online classes to slash transport fuel use. Government offices adopt four-day weeks; fuel allowances halved for officials. Panic buying led to 20% pump price hikes, with rationing imminent. - South Korea: First fuel price caps in 30 years, alongside a $67B market stabilization fund. Seeking non-Hormuz sources to avert shortages. - Europe: Scrambling for Oil and LNG as Middle East supply almost completely shut. Japan faces a uniquely catastrophic bind. With 200 days of oil reserves offering short-term resilience, its Achilles’ heel is LNG, merely 3 weeks’ worth. As the world’s top importer, Japan’s 80% energy import dependency amplifies vulnerability. The yen’s weakness (post-bond market turmoil) exacerbates imported inflation: a 25% currency drop could double energy costs, fueling 15-20% spikes in food and utilities. Industries clamor for strategic reserve releases, but prolonged disruption risks cascading blackouts and factory halts. Coupled with Japan’s 237% debt-to-GDP ratio, this could ignite a fiscal inferno, unwinding trillions in global carry trades. Here’s the grand design unfolding: Engineered oil spikes (via geopolitical chess) stoke hyperinflation, eroding fiat currencies. This catalyzes a reverse carry trade, trillions fleeing yen-denominated assets, cratering bonds and equities worldwide. Enter the pivot: Digital assets like XRP, optimized for cross-border settlements, rise as the bridge in a fractured system. Ripple’s tech, already piloted by central banks, positions XRP as the neutral arbiter in a multipolar reset, bypassing SWIFT’s vulnerabilities, slashing costs amid chaos. This isn’t coincidence; it’s the blueprint for monetary evolution, where scarcity begets innovation.
0:10

🚨 They’re Lying To You About Oil. People don’t grasp the oil market’s sleight of hand. Prices spiked above $110 amid Middle East tensions, then “dropped” to $84 after Trump’s assurance of a swift resolution. Yet this is illusory, a paper mirage. Actual transaction prices remain elevated, with spot deals exceeding $100 due to surreal demand and disrupted Gulf supplies. The Strait of Hormuz blockade has strangled ~25% of global oil flows and LNG, forcing buyers into premiums for alternative routes. Refineries and importers are quietly paying 20-30% over benchmarks to secure cargoes from Russia, the US, or West Africa, bypassing chokepoints. Nations are reeling, implementing draconian measures to conserve: - India: Enforced cuts to oil and cooking gas supplies, slashing industrial natural gas by 10-30%. This has triggered mass restaurant closures, where LPG shortages hobble operations. Fertilizer plants idle, threatening food security. - Pakistan & Bangladesh: Nationwide school shutdowns extended, shifting to online classes to slash transport fuel use. Government offices adopt four-day weeks; fuel allowances halved for officials. Panic buying led to 20% pump price hikes, with rationing imminent. - South Korea: First fuel price caps in 30 years, alongside a $67B market stabilization fund. Seeking non-Hormuz sources to avert shortages. - Europe: Scrambling for Oil and LNG as Middle East supply almost completely shut. Japan faces a uniquely catastrophic bind. With 200 days of oil reserves offering short-term resilience, its Achilles’ heel is LNG, merely 3 weeks’ worth. As the world’s top importer, Japan’s 80% energy import dependency amplifies vulnerability. The yen’s weakness (post-bond market turmoil) exacerbates imported inflation: a 25% currency drop could double energy costs, fueling 15-20% spikes in food and utilities. Industries clamor for strategic reserve releases, but prolonged disruption risks cascading blackouts and factory halts. Coupled with Japan’s 237% debt-to-GDP ratio, this could ignite a fiscal inferno, unwinding trillions in global carry trades. Here’s the grand design unfolding: Engineered oil spikes (via geopolitical chess) stoke hyperinflation, eroding fiat currencies. This catalyzes a reverse carry trade, trillions fleeing yen-denominated assets, cratering bonds and equities worldwide. Enter the pivot: Digital assets like XRP, optimized for cross-border settlements, rise as the bridge in a fractured system. Ripple’s tech, already piloted by central banks, positions XRP as the neutral arbiter in a multipolar reset, bypassing SWIFT’s vulnerabilities, slashing costs amid chaos. This isn’t coincidence; it’s the blueprint for monetary evolution, where scarcity begets innovation.

Stellar Rippler🚀

23,723 views • 6 months ago

🚨 SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN!! People still hope that the war between the US and IRAN is about to end. BUT THEY ARE DEEPLY MISTAKEN. The chances of ending this war peacefully are EXTREMELY LOW. And here are the main factors SCREAMING IT. Trump's administration calls Iran’s ceasefire proposals “TOTALLY UNACCEPTABLE.” The Pentagon says it is prepared for a long siege to ensure Iran “never obtains a nuclear bomb.” If you hold any assets: - Stocks - Crypto - Bonds - US Dollar You MUST read this post before it's too late. The war has already cost the US around $29B. But many other sources claim that it has cost OVER $100 BILLION NOW. JUST IMAGINE. 100 BILLION US DOLLARS. For the global economy, this means a 0.6% slowdown in GDP growth. And the risk of stagflation (high inflation with no growth). Right now, the Persian Gulf is in a unique and deadlocked situation. The US Navy is blocking Iranian ports, while Iran, in response, keeps the Strait of Hormuz closed. On April 13, Trump officially announced a naval blockade of Iran, which effectively cut the country off from oil exports. Formally, a ceasefire remains in place, but in reality it is a FRAGILE, EMPTY SHELL. Just today, the Pentagon stated that plans are ready both for de-escalation and for a new massive strike if negotiations completely collapse. Any escalation in the Middle East right now will create MASSIVE PRESSURE ON THE MARKETS. Brent oil has already broken above $120 per barrel. If there is no de-escalation, analysts at J.P. Morgan and Bloomberg forecast long-term prices in the $140–$160 range. IMAGINE. $160 PER BARREL. This will accelerate inflation ACROSS THE ENTIRE WORLD. Against the backdrop of high inflation, global indexes will decline. Investors are fleeing risk assets (tech stocks, crypto) into “safe havens.” Meanwhile, American defense giants like Lockheed Martin and Raytheon, along with the US energy sector, are doing extremely well. They are the main beneficiaries of the war. Freight and air transportation costs have surged. Airlines are avoiding the Middle East, which doubles fuel expenses WHILE FUEL PRICES KEEP RISING EVERY SINGLE DAY. Gasoline and food prices (because of fertilizers and logistics) will continue to rise. THE FED WILL NOT cut rates while oil remains expensive. This means loans will stay expensive and stock markets will remain under pressure. If the strait remains closed and strikes continue the markets are facing a prolonged BEAR MARKET where only a few will survive .. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...
0:18

🚨 SOMETHING EXTREMELY BAD IS ABOUT TO HAPPEN!! People still hope that the war between the US and IRAN is about to end. BUT THEY ARE DEEPLY MISTAKEN. The chances of ending this war peacefully are EXTREMELY LOW. And here are the main factors SCREAMING IT. Trump's administration calls Iran’s ceasefire proposals “TOTALLY UNACCEPTABLE.” The Pentagon says it is prepared for a long siege to ensure Iran “never obtains a nuclear bomb.” If you hold any assets: - Stocks - Crypto - Bonds - US Dollar You MUST read this post before it's too late. The war has already cost the US around $29B. But many other sources claim that it has cost OVER $100 BILLION NOW. JUST IMAGINE. 100 BILLION US DOLLARS. For the global economy, this means a 0.6% slowdown in GDP growth. And the risk of stagflation (high inflation with no growth). Right now, the Persian Gulf is in a unique and deadlocked situation. The US Navy is blocking Iranian ports, while Iran, in response, keeps the Strait of Hormuz closed. On April 13, Trump officially announced a naval blockade of Iran, which effectively cut the country off from oil exports. Formally, a ceasefire remains in place, but in reality it is a FRAGILE, EMPTY SHELL. Just today, the Pentagon stated that plans are ready both for de-escalation and for a new massive strike if negotiations completely collapse. Any escalation in the Middle East right now will create MASSIVE PRESSURE ON THE MARKETS. Brent oil has already broken above $120 per barrel. If there is no de-escalation, analysts at J.P. Morgan and Bloomberg forecast long-term prices in the $140–$160 range. IMAGINE. $160 PER BARREL. This will accelerate inflation ACROSS THE ENTIRE WORLD. Against the backdrop of high inflation, global indexes will decline. Investors are fleeing risk assets (tech stocks, crypto) into “safe havens.” Meanwhile, American defense giants like Lockheed Martin and Raytheon, along with the US energy sector, are doing extremely well. They are the main beneficiaries of the war. Freight and air transportation costs have surged. Airlines are avoiding the Middle East, which doubles fuel expenses WHILE FUEL PRICES KEEP RISING EVERY SINGLE DAY. Gasoline and food prices (because of fertilizers and logistics) will continue to rise. THE FED WILL NOT cut rates while oil remains expensive. This means loans will stay expensive and stock markets will remain under pressure. If the strait remains closed and strikes continue the markets are facing a prolonged BEAR MARKET where only a few will survive .. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

22,134 views • 4 months ago

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto—focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( – $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > ( - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > ( — Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules >Tropical Tidbits ( - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high >Climate Reanalyzer ( - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities >Windy ( - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online ( - 100+ years of historical location data NOAA Weather Prediction ? >Center ( - short forecasts for precipitation, anomalies. Climate Prediction Center ( - long-term ENSO, droughts >Open-Meteo ( - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. >OpenWeatherMap ( = Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. >Visual Crossing Weather ( - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities >WeatherAPI. com ( - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information
0:14

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto—focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( – $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > ( - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > ( — Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules >Tropical Tidbits ( - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high >Climate Reanalyzer ( - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities >Windy ( - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online ( - 100+ years of historical location data NOAA Weather Prediction ? >Center ( - short forecasts for precipitation, anomalies. Climate Prediction Center ( - long-term ENSO, droughts >Open-Meteo ( - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. >OpenWeatherMap ( = Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. >Visual Crossing Weather ( - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities >WeatherAPI. com ( - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information

Aleiah

77,547 views • 8 months ago

How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto-focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( - $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > - Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules > - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high > - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities > - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online - 100+ years of historical location data NOAA Weather Prediction > - short forecasts for precipitation, anomalies. Climate Prediction Center - long-term ENSO, droughts > - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. > - Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. > - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities > - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information
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How to make money on the weather using Polymarket I've been noticing more and more traders quietly printing on Polymarket's weather markets lately - and the category is exploding for a reason. Weather has always been super predictable for meteorologists (and us normals) right up to the day of. The whole point? You can earn easy, near-certain yield just knowing it'll rain in London tomorrow. I'm sharing a finished tutorial with you. Here is a small list of traders 1. gopfan2 ( - The absolute leader in weather. Earned over $2M in net profit by focusing on temperature and precipitation. Strategy - buy Yes below 15 cents, No above 45 cents, with risks of less than $1 per position. It dominates the NYC and London markets where the weather is predictable 2. enzocostapt81 ( is a weather-exclusive trader whose profile shows a complete wipeout in resolved positions-no active/open trades, current positions value $0.00, and all listed markets (resolved) at -100% P/L. The trader focused solely on daily/precise temperature predictions in major cities like New York City and London. 3. 0x594edb9112f526fa6a80b8f858a6379c8a2c1c11 ( 100% of active positions are weather/temperature markets across cities like Dallas, London, Seattle, Atlanta, NYC, and Toronto-focused on precise daily highs/thresholds/ranges. 4. meropi ( - Earned ~$30k on micro bets ($1-3) with multipliers up to 500x. Automated bets on temperature rise for 0.01 cents. Focus on speed to capture momentum in daily markets. One of the most stable in weather 5. 1pixel ( - $18.5k profit from $2.3k deposit, weather only (NYC and London) 6. erb80 ( Dominant focus-two massive Atlanta temperature range bets for Dec 17, with enormous share volume at ultra-low entries (0.1¢) turning into huge unrealized gains (+49,550% on the main one) 7. Hans323 ( - Earned $1.1M on one temperature trade in London. Started with $741 in January 2025 and increased to $87k net profit for the year 8. securebet ( - Turned $7 into $640 (+9244%) on a series of temperature bets in NYC and Seattle. 3077 predictions, top 0.04% by metrics. Focus on small bets ($3-20) with high growth on low quotes. High win rate thanks to NOAA data 9. automatedAItradingbot ( Micro/low-cost bets (0.4¢–15¢) on specific outcomes, especially weather thresholds in Seoul/London and fighter matchups.Explosive wins (300%+ on select weather 1,000–5,000% average ROI across successful weather specialists based on this traders Tools and Automation > - Built specifically for Polymarket weather traders. Offers real-time multi-model forecasts (GFS, ECMWF, etc.), temperature range dashboards, climate pattern guides per city/station, and settlement station details. Includes educational guides on seasonal biases and forecasting challenges—highly recommended for NYC/London/Atlanta markets. > - Free guide/resource hub for weather betting on Polymarket. Covers market overviews, settlement rules > - US GFS and ECMWF Europe models for temperature, precipitation, hurricane forecasts. Updates every 6 hours. Ideal for comparing models if 3+ agree, the probability is high > - real-time maps of air/ocean temperature, precipitation anomalies. With historical context for calculating probabilities > - interactive maps of wind, temperature, rain, snow. 10+ models, for local events NOAA Climate Data Online - 100+ years of historical location data NOAA Weather Prediction > - short forecasts for precipitation, anomalies. Climate Prediction Center - long-term ENSO, droughts > - Completely free open-source weather API with no key required. Provides GFS, ECMWF-derived, and ensemble forecasts for temperature, precipitation, and more at hourly/sub-hourly resolution globally. Excellent for scripting quick checks on NYC/London highs or comparing multiple models. Direct API calls make it ideal for automation or batch probability calculations. > - Free tier gives current conditions, 5-day/3-hour forecasts, and 16-day daily forecasts. Good for real-time verification and basic historical pulls (limited free). Use for cross-checking Polymarket ranges before resolution. > - Free tier includes historical data (50+ years), current conditions, hourly/sub-hourly forecasts, and alerts. Strong for querying specific cities > - Free plan covers real-time, hourly, daily forecasts (up to 14 days), historical data (from 2010), and bulk requests. Reliable for urban stations and includes marine/pollen extras if needed. Quick Tips for Using These in Trading >>>Cross-verify 3+ models (e.g., GFS + ECMWF via Open-Meteo + Windy) → if 80%+ agree on a range/threshold, probability is often very high for "Yes" bets under 10-15¢. >>>Focus on major stations (e.g., Central Park for NYC, Heathrow for London) - check settlement rules on Polymarket pages. >>>ADD TO BOOKMARKS so you don't lose alpha information

Valentin

17,150 views • 4 months ago