Retired as HF Portoflio Manager at age 30 📈 - Bitcoin early adopter and true believer ₿ - Leveraging AI for building Apps 🤖 - I share my critical thinking 💡.

Joined March 2026
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Imagine being short #Bitcoin in 2026 because technical analysis (marketed as food for charlatans since 1970) told you that, while a single entity has bought more than 2x the supply. Imagine being in the Modern Monetary Theory (MMT) era, where money is just a number writter on a computer, backed by nothing, valuable as toilet paper, and there are 60 millions millionaire in the world. 75% of them won't have a chance to own 1 full Bitcoin. Imagine being in a commodity supercycle where the demand for real goods will be far above the supply, where easy/soft/inflationable money will chase decreasing disposable resources and Bitcoin is the ultimate digital real asset. Imagine being so blind to confuse a whole set of digital financial product structuring built upon the strongest balance sheet in world for a Madoff type ponzi scheme. Actually, you don't have to imagine. That's the world we live in. #Bitcoin to 1 million/coin #MSTR to 4000$/share The rest is just charlatanism without skin in the game.
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Old, backward, bureaucrat, Anti-Bitcoin, kind of a bitch…She sounds perfect for the ECB.
Elon Musk just became the world's first trillionaire. This needs to be a wake up call.
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Another trophy in my case, this time from an angry maximalist.
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And if someone manages to build a Dyson Sphere around the Sun and teleport energy via quantum entanglement the cost of all source of energy on earth will go to 0. Instead my electricity bill keeps climbing.
SpaceX will IPO tomorrow Here's the bull case: Target valuation is $1.75 trillion But that's just on Earth There are 8 planets in our solar system That's $14 trillion in potential value But when you factor in the other 100 billion planets in our galaxy? $1.4 septillion. Woah.
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This is getting really hilarious. Math says @saylor is perfectly exploiting the Cantillon Effect to increase Bitcoin holding via multiple accretive channels. A bunch of idiots are instead extrapolating any single word he says to produce engagement but nobody is really short the company or really believe it's going to zero. Today is the day of this sentece below. Remember this comes from the same guys who yelled at the Ponzi scheme when @saylor was issuing new $STRC to pay dividends but somehow they also hate if he mentions that his BTC holding can be used to tap any cash needs which is exactly what a treasury is built for.
“I said to YOU to never sell your Bitcoin. I never said that THE COMPANY wouldn’t sell its Bitcoin.” Jesus Christ.
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Infinite Bid loading….
A Strategic Bitcoin Reserve is the most asymmetric bet the U.S. Treasury could make. The downside is manageable. The upside is generational.
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Is there a reason why any of those retards supporting BIP-110 are all Strategy’s haters? Am I the only one seeing this?
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The dish for a dovish FED next week is served. Let's see how the new governor eats it.
The inflation shock is over (unless the war restarts). It's actually a fairly benign inflation report, if we once again set energy aside, although shelter costs in core came in hotter than we had penciled in. Overall, it is good news for the inflation outlook that core goods pricing appears to be rolling over, and there is very limited evidence of any second-order effects from the Hormuz crisis. As we have said repeatedly throughout May, inflation has peaked, and we will slowly but surely see that reflected in the data over the coming months. This report is likely to alleviate some of the worst concerns that Kevin Warsh will turn imminently hawkish. Our technology at Nowcast IQ had headline inflation at 0.45% and core inflation at 0.24%, so we are once again printing within a few basis points of the actual numbers. We remain one of the best forecasters in the world.
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If you read a Strategy's doom post, ask the author to provide evidence he is short $MSTR. Spolier: nobody gave me any evidence in the whole 2026. If you don't believe in your own narrative enough to put a penny, why should I even take you into consideration? #skininthegame
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Softer Core CPI hints the peak inflation might have been reached. With Oil prices already softening into a US-Iran deal the transitory narrative holds well. This ease the pressure on the first Warsh FED meeting next week, he can sound on the dovish side hinting to policy on hold but with limited if no chances of hikes, tilting rates probability distribution on the left tail. Don't forget that inflation was already softening hard before the war with truflation pointing to sub 1.5% readings while CPI was prendominatly inflated by tariffs and then oil. We can see a sharp pull back here leaving rates in the 150/200bps above neutral zone and plenty of room for the new FED governor to slash them back to neutral where they belong. This is a short term factors vs long term tectonic plates type of battle where oil boost the number up for a while but AI/technology will slowly but suddenly be an immense deflationary force. Forcing the economy in restrictive territory for too long just because the wrong number (CPI) is inflated in the short term by a volatile component shocked on the supply side (Oil) can be a costly policy mistake.
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Since @saylor adopted the Bitcoin Treasury Model to his company in August 2020 he delivered: 1) Returned ~1500 (despite the recent -70% drawdown); 2) Increased Bitcoin per Share ~4.5 times; 3) Reached ~850k BTC or ~4% of the total supply; 4) Launched $STRC, the most successful preferred stock in the history of finance; 5) Ranked $MSTR as one of the most traded/active stock on Nasdaq; Calling this a failure is pure cognitive dissonance.
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Can any of the Strategy Ponzi illeterate explain me why the biggest asset managers in the world are buying $MSTR like crazy? i'll give some closed possibilities: 1) They all fell asleep at the wheel; 2) It's mandatory for them to invest a % of their capital into fraudolent companies; 3) It's not a Ponzi, probably a very good investment. among the firms who significantly increased shares in 2026: Blackrock/Vanguard/Capital Group/Amundi/UBS AM/Goldman AM/Morgan Stanley AM/State Street/Northern Trust/Norway’s sovereign wealth fund/The Swiss National Bank/Korean National Pension Service.
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When Strategy's ponzi haters start yelling at the shareholder dilution it's a clear sign they runned out of arguments.
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I still believe daily was the right move but better this than nothing.
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. strategy.com/press/strategy-…
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$STRC this baby can bring us back in the 80s very soon. Just a little nudge back to par, a fat ATM window with enough space to let @saylor buy 10/15k $BTC and increase cash reserves in 1.5bln area. With 100% probability Stategy pays the dividends for the rest of year i'm pretty sure it will go back to par, it must be tested investors appetite to buy more $STRC here but i'm very confident the demand will be good.
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I wasn’t expecting anything different then this. Message:”I can both buy BTC and extend my runaway by 1 month by selling common” Ponzi heaters brain exploding… I expect $STRC back to back soon, and I expect @saylor to use the ATM window to buy more BTC and extend the runaway by another 3/4 months this week.
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC strategy.com/press/strategy-…
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Everybody stunned by @saylor buying this week makes me feel alone in the dark. How can you even think he was about to sell a big chunk? bah...
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Hal had a deep understanding of the Lindy Effect.....
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Those are facts but they still miss an important point: The only company that kept the pace of Strategy since adopting the Bitcoin Standard is NVIDIA which, despite being an amazing business model with tons of potential in the AI era, is now sitting on a x40 multiple. Strategy is sitting on a 1.27 mNAV, 42% amplification and has bought 160k BTC in 2026 only while Bitcoin sits around the 200WMA and the lower bound of the power low. The power low has a >95% R2 since Bitcoin inception and puts the fair value around 160k right now. Strategy mNAV averaged >2 in the last bull markets and the chances they can ramp up to 1mios BTC holding is very very high. with BTC 160k (power low fair value), mNAV 2 and 1mios BTC held the stock price is: >1000$ which implies a >700% return. It can easily happen by Dec 26.
While everyone is focused on @Strategy bitcoin position they are missing this. 👇🏽 And this performance is after a 76% decline. Just imagine where things go after the next all-time high in Bitcoin. This will go down as one of the greatest financial stories of all time.
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Imagine flexing a CFA title in your name while saying you can be margin called on a spot position... Epic fail at its finest.
They gonna margin call Saylor aren’t they fam
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People who never worked in an Investment Bank don't understand how important this is. Do you really want to stand againt the most powerful government doing everything possible to open the door of institutional capital for Bitcoin?
NEW: Sen. Sullivan and Sen. Lummis lead letter to the Fed, FDIC and OCC, calling for revaluation of Basel’s risk weighting for Bitcoin and digital assets. “A 1,250% risk weight bypasses those calibrated frameworks entirely, applying a blunt penalty …to a transparent, globally traded asset with deep derivatives markets, continuous liquidity, and cryptographic auditability.” This is a strong signal from Washington that legislators are looking closely at this issue as work on market structure continues. The letter has 6 signatories and 3 are on the Banking Committee. It’s also great to see BPI’s brief on this topic cited in the third footnote! 😉 We’ll keep you posted on further updates.
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