Real estate, stocks, options and save in #bitcoin
Joined July 2018
- Tweets 750
- Following 2,634
- Followers 618
- Likes 76,815
60 Photos and videos
Pinned Tweet
31 May 2021
“Put all your eggs in one basket, and watch that basket carefully.”
- Mark Twain via Stan Druckenmiller
5
2
37
May 28
12% is extremely reasonable allocation for most people @ChrisCamillo Graham has a Barbell approach and needs a little volatility at the edges
May 27
Too many viral clips taking my Iced Coffee Hour Bitcoin quote out of context.
Been long Bitcoin for years.
My point was simple: a 12% Bitcoin allocation seems concentrated and unaligned with Graham’s stated goal of capital preservation. Disagree with the allocation take but calling me anti-Bitcoin is just intellectually dishonest.
47
Compound26 🟧 retweeted
May 19
Acquire operating sites where power is already flowing, structure each deal in alignment with shareholders' interests, and convert those sites to AI-ready capacity on the timeline customers actually need.
That is what Z Squared does, and we are building the pipeline to do it at scale.
$ZSQR
nasdaq.com/press-release/z-s…
1
4
6
1,726
Compound26 🟧 retweeted
#NYC #LandlordRights #HousingCrisis #SquatterCrisis
I’m a NYC landlord.
A tenant used fake financial documents and a bounced check to get into my property.
He has now lived there for 8 months — without paying a single dollar.
My losses are over $50,000 and still growing.
Police won’t act.
DA won’t act.
The system tells me: go to housing court and wait.
I followed the law. I hired a lawyer. I even gave him extra time to leave.
He’s still there.
Let me ask a simple question:
When someone uses fraud to take your property, why is it treated like a normal tenant dispute?
This system doesn’t protect honest people.
It punishes them.
NYC talks about a “housing crisis.”
But who would rent out their property under these conditions?
This is not just my story.
This is happening to small landlords across New York.
And nobody is fixing it.
1,642
2,913
14,216
314,823
Mar 7
Ordering 3 of these if these #'s are remotely true. I'lll self manage at home, but eventually would make sense to use a business location with an automatic charger and car wash with vacuums
The $30k net profit per Robotaxi reverse-engineers from base-case assumptions in analyst models/Tesla vision: 60k-80k miles/yr utilization (24/7 ops minus ~20-30% downtime) × $0.40-$0.50 net per mile to owner.
Per-car unit economics (annual example at 75k miles):
- Rider revenue: $1/mi avg fare = $75k
- Tesla platform fee (30%): -$22.5k
- Owner share: $52.5k
- Ops costs: energy $5k (0.07/mi), maint/tires $7.5k (0.10/mi), ins $4k, cleaning $2k = -$18.5k
- Net: ~$34k (tuned to $30k conservative)
At scale, robotaxi fleets explode supply (Cybercabs at $25-30k cost pay off in <1 yr). Ride-hailing costs drop 60-80% (driver pay was ~70% of Uber economics), prices crash, demand explodes 5-10x via elasticity/new use cases. Market balloons; shifts to decentralized ownership Tesla network monopoly via software moat; crushes legacy taxis/Uber margins; reduces personal car ownership. Transport becomes abundant & cheap.
56
Compound26 🟧 retweeted
23 Nov 2025
An Open Letter to @JeffBezos:
I will be canceling all of my accounts and divesting completely from @jpmorgan @Chase because Jamie Dimon is, was, and will forever be Jeffrey Epstein’s banker.
More recently, his vicious, backhanded attacks on @saylor and @Strategy put him in opposite to capitalism, freedom, sound money, and the long term interests of the United States of America.
My only remaining Chase account is my @amazon card. I will be cancelling this as well, but I want to continue patronizing @amazon and @WholeFoods and the card offers substantive benefits (5-6-% cash back) at both locations.
Please consider putting bitcoin on the Amazon balance sheet and moving the Amazon card to a less ethically problematic bank - or, better yet, work with @davidmarcus and @lightspark to cut out the banking middlemen entirely and settle directly on the free/open Lightning Network. The value captured can be returned directly to customers.
Jamie Dimon is a manifest enemy of capitalism and innovation. As an icon of both, you should lead the charge away from crony capitalist phonies like Dimon, sucking on the teat of the government leviathan.
Building on a Bitcoin standard means adhering to the motto that has led directly to your success: putting customers and their interests front and center.
Sincerely,
Bitcoiners
120
570
4,276
228,196
17 Sep 2025
MetaPlanet's a trillion dollar idea per Michael Saylor. $MTPLF $3350
Incredible conference @TimKotzman
Thank you again!
@ActuallyClimber
@stonkingguy
3
23
244
20,019
29 Jul 2025
It takes a special type of idiot to ruin first class travel. But somehow Frankfurt Airport succeeds every time.
3
154
Compound26 🟧 retweeted
11 Jun 2025
Might be worth trying to figure out after 16 years of crushing every other asset
9 Jun 2025
The people who understand why one Bitcoin is worth $110k are much much smarter than I am.
19
30
768
44,431
27 May 2025
Novo is proving to be a disasterous CEO. Make the institutions pay up for the stock instead of dumping it into their laps at a big discount!! $GLXY
27 May 2025
I must admit this offering came faster than expected, and at an unexpected level $GLXY
investor.galaxy.com/news/new…
4
11
2,556
Welcome to Times Square. $GLXY is officially #NasdaqListed.
20
41
279
40,413
14 May 2025
This needs to be tradable on $HOOD because that’s where all the growth hungry retail capital moved over the last few years. $MTPLF
14 May 2025
Incredible ramp in $MTPLF US daily volume.
If Metaplanet can uplist with an ADR or cross-list on Nasdaq, the appetite for it will be insatiable.
6
414
10 May 2025
Incredible progress in such a short period of time!! legit shot at being #2 BTC company in a few years! $MTPLF
1
5
212
6 May 2025
Full interview between @GuyAdami @novogratz $GLXY is finally getting the long awaited uplifting onto the Nasdaq and rewarding longtime loyal shareholders who stuck with them through thick and thin. Link in thread.
6 May 2025
10 days until $GLXY hits the Nasdaq. Congratulations to all shareholders and employees, and many thanks to everyone who helped build an incredible company. 🤝
6
3
14
12,888
1
3
32
10,562
29 Apr 2025
Alright CTL, appreciate the assist. I'm in for 25000 shares OTC. Just getting started here!
29 Apr 2025
Interested in a crash course/resources on MetaPlanet ($3350.T in Japan, $MTPLF in the US)? I'll share some excellent resources in this bookmark worthy 🧵👇. Please do your own research:
Some of my takeaways:
1. Faster Bitcoin and BTC/Share growth than their competition.
2. Huge tax advantages in Japan vs holding Bitcoin with a strong retail holder base.
3. Their mNAV got carried away at 9x but is currently around 2.4x (about the same as $MSTR).
4. They use ~5% of cash to sell puts on Bitcoin, earning interest on short term options or getting a discount on buying Bitcoin, winning either way which makes them stronger in sideways or down markets.
5. With @gerovich and @dylanleclair at the helm, focus and execution are unquestioned.
6. They're a Bitcoin pureplay, only holding 1 hotel from their legacy business which is becoming a Bitcoin focused landmark.
7. They still are tiny (~$1 Billion Marketcap) with huge growth potential, currently holding 1% as much Bitcoin as MSTR. I think they'll hit 2% as much as MSTR within 12 months.
8. They have a fairly new OTC ticker in the US ($MTPLF) with growing volume as the company becomes more well-known.
9. They were the best performing stock in Japan in 2024.
10. Disclaimer, I am a shareholder and view this as my next 10x.
Now for the 🧵👇:
1
4
234
Compound26 🟧 retweeted
20 Jan 2025
Biden just gave ten year blanket pardons to his entire family and the media is freaking out that an autistic guy made an awkward gesture while saying “thank you from my heart.”
You don’t hate the media enough.
20
63
885
20,635