Investor | Engineering and Finance background | $BTC $MSTR $TSLA $STRC | Views are my own and not financial advice

Joined March 2010
4,402 Photos and videos
Maybe they are overestimating the ‘E’
"I missed AI. I can't buy in at these sky high valuations"
1
888
$MSTR and $IBIT alone account for more than 1.6 million bitcoins that are likely permanently off the market. The structural reduction in Bitcoin’s liquid supply has occurred. This “cycle” is not like the others.
3
1
39
1,637
Mark Harvey retweeted
Over the last 11 years, #Bitcoin hasn't given you a lot of opportunity down here.
17
46
436
33,245
Mark Harvey retweeted
In my view, $60K BTC in 2026 was just like $15,500 in 2022. The bottom.
24
10
346
14,093
$TSLA trades at 13x next year's sales, versus 33x for $SPCX. Since they are likely to merge, $TSLA may be the better way to invest in Musk Inc.
4
33
2,327
The capacity of the lightning network has remained flat since ~2022.
15
37
7,966
Bitcoin is tired of the 60s. Time to move higher.
11
2
120
4,268
A return to its power-law-implied price of $135K would place Bitcoin at #5 on this list. BTC looks significantly undervalued here.
5
31
1,609
Mark Harvey retweeted

24
63
320
72,291
$STRC dividend is only 11.5% BTW
Bitcoin's 4-year CAGR is back above 30%. Growth is reaccelerating.
1
69
2,715
Bitcoin's 4-year CAGR is back above 30%. Growth is reaccelerating.
7
8
175
7,695
Mark Harvey retweeted
You can literally buy Bitcoin at 50% of the power law. Find me a better trade right now.
21
11
279
9,795
7
1
125
2,435
Mark Harvey retweeted
One rough week doesn’t define the mission.
2
1
28
1,258
Strange price action for $STRC among digital credit. A leverage unwind?
28
2
113
14,017
Mark Harvey retweeted
SpaceX holds 6% of its corporate treasury in Bitcoin.
70
252
2,428
106,138
$SPCX 30%. Wow.
1
3
25
1,142
We all start somehwere. It pays to be delusional. $MSTR
9
11
316
7,904