Neil retweeted
This is all so silly. $STRC $STRK $STRD $SATA $SATS and ultimately $ASST and $MSTR are simply indirect plays on $BTC.
In short, $BTC needs to appreciate relative to fiat currencies, principally the $USD. Another ATH and everything will be fine for awhile.
$BTC doesn’t do anything. That’s its value. It doesn’t do; it doesn’t change. It simply is the anti-fiat debasement play.
So all of these credit instruments will live and die by BTC performance.
The $STRC yield is effectively a carry cost on holding Bitcoin. There is no inherent value. There is no structural reason it should trade at par besides the market having faith in it and $MSTR and $BTC.
It’s a leveraged bet and the providers of the leverage earn yield. That’s it.
Neil retweeted
Hard to think of a better time to exit X, or at least take a break.
Right after posting this, I'm deleting app.
The shitshow of finX during past week, culminates with conclusion this place is net negative.
To be clear there are many people on here I love - even a few sub sellers - but far more I don’t.
Furthermore, I've said the only reason I'm on here and did not go private... it's not for investing.
Tired helping those who want that part, yet don't want to help or consider what actually matters (not money). Will only give both, or none.
Maybe I'll come back next month.
Maybe not though, because I said same thing about Instagram and TikTok when I de-activated them in 2022. It has been refreshing to be unable to even open their links 4 years and counting. Don't even know what their current interfaces look like.
Plus, my annual renewal for X ad-free is coming up near end of year and as stated, I don’t think it’s worth it anymore and won't use it with ads, bots bad enough. Would rather give that money to someone like them: xitter.cf/BTWsanctuary
In the short time I've been on X, it's disappointing how many grifters there are now with subscriptions. Wasn't like that in early 2025 when I joined.
I mean if they're so good at making money, why do they have to make money off the little guys? Or would risk such liability in doing so if they’re so rich and successful?
Furthermore, doling out paid financial advice while hiding behind total anonymity, ensuring no accountability no matter what. You act so confident and cocky, but that’s only because you’re in hiding.
You will do things differently if in the back of your mind, you know somone can find you, hence there should be no more than quasi-anonymity if you’re taking money from someone. Also, your paid financial advice is likely illegal in most jurisdictions.
Oh and don't say it's not financial advice. Disclaimers can’t protect your own contrived definition of what you sell, if understand how the law works. You're not running an Only Fans here. You’re too scared to even show yourself to the people you take money from.
Periodically posting your gain prn of degeneracy to lure money from the little guys does not impress me whatsoever.
I never post that but will now.
Anyone can post during good times.
I’ll post during bad times, after this terrible week, with 2nd largest position $RKLB in 66% drawdown from peak (-25% this week alone) and largest position $AMZN up only 50% in 5 years. Many of you have criticized me for holding and cost basis optimizing so many stocks, while you gamble on options and I don’t. We are not the same.
I’ve given you a documentary before as to the #1 way to think logically about your investing - the best lesson I could ever teach you - but 97% of you don’t believe me or you think it’s unrelated, and are too delusional to face uncomfortable facts: humansandotheranimalsmovie.c…
So when I already give you the secrets and you refuse to hear, I really feel like there’s nothing left to say here.
Peace out
Neil retweeted
FinX this is the one time I’ll be shameless and ask for your help.
I NEED to get this Investor Relations job at $NBIS. I was literally birthed for this.
Who else would you rather have evangelizing to sell-side?
Like, comment, retweet 🙏🏻
@nebiusai @nebiustf @romanchernin
Neil retweeted
$ASTS: Berenberg Buy Rating $92 PT
"Our early take is that this makes ASTS more strategically relevant: A central argument of our initiation was that SpaceX was positioning to compete with carriers by becoming one itself, leaving ASTS as the natural satellite partner for operators, and this week’s announcements are consistent with that view. ASTS is the only D2D operator whose technology enables broadband service to existing devices and whose model is to partner with carriers, and the carriers’ joint venture, which was formalised last week, offers them a vehicle to back that approach. We think that the decision by SpaceX to build its own network raises ASTS’s strategic value."
Neil retweeted
$ASTS: Roth Capital Buy Rating and $108 Price Target
"ASTS is the preferred D2D partner: The SpaceX actions should push a cozier relationship with tier 1 mobile operators (Verizon, AT&T, T-Mo). ASTS becomes the preferred neutral D2D partner. This has already been underway with 60+ global MNO partnerships comprising over 3B existing mobile subs. We further note that T-Mo has distanced itself from SPCX after its mid-2025 satellite text service launch. Also, SPCX requires next-gen satellites to compete effectively with the ASTS D2D network, which we believe will provide ASTS with a time to market advantage in 2027."
Neil retweeted
The doomer cartel on Bitcoin spaces is showing signs of cracking - aka progress.
This Wall Street failure has spent the last year being on the wrong side of every event and fact - while spreading doom & gloom and fear everyday on every spaces and being a curse on the positivity that Bitcoin brings.
I don’t care if he attacks me, I’ve been dealing with attacks my whole life - I hate it when he attacks the innocent positive person listening to Spaces trying to learn.
Tell me - do people really want to hear the tale of the end of the world, end of their country, end of their family everyday on here?
I carry the message of positivity - of a brighter future created by Bitcoin & its defenders - a future that protects not just value but spirit in a monetary technology far superior than anything we’ve ever seen.
Every Spaces host complains about him in the DM - numerous message me to come in and pivot the conversation - and I don’t blame them when everything they work hard for to build their community is collapsing around them - views down - attendances to spaces down - engagement down.
The reality is - who wants to listen to a dancing grandpa with this much anger and hate wanting to put Saylor’s - who is literally carrying an entire industry on his back for the last 6 years - balls in a vice?
Disgusting.
Everyone aligning with these Doom & Gloom Boomers will be destroyed by the grace of positivity. Flip Flop Freddy has seen it as well - as he attaches himself to them he is about to take - what I heard was one of the jewel events of Bitcoin’s year - and it’s going to be grounded to dust this year. In attendance, in spirit, in energy.
This is not Bitcoin.
Bitcoin is a belief in a brighter future, a unified future and one that brings people together under one common goal.
You can attack me, attack how I speak, how I get points across - I’ll still keep getting more and more people to ONE Bitcoin and beyond.
You can attack Saylor, he’ll still keep pressing forward and create one of the most valuable companies America has ever seen.
This is the life we chose, we built and we want.
That’s Bitcoin.
I pray for success for all and as we enter this new phase of Bitcoin - I hope people will choose the positive side and the side that is fighting for them - even if they’re not supporting it.
I want to say I’m proud of @MarylandHODL21. He has blocked me after being brainwashed by Dark Side and Puncher to hate anything that comes out of my mouth - but he is a BULL - and his comments here give me hope that he too has seen the light and maybe eventually we can fight the bull fight together side by side again - like me and @marsspitsbarz.
The world does not need to collapse for a big bright Bitcoin future and that’s the message I aim to carry - and at times vigorously defend against the doom cartel of Bitcoin.
Their time is coming to an end and those that see a bright future for themselves, their family & their country are aligning.
Keep mainlining doom - while we backchannel success - for all.
❤️
Neil retweeted
LUKE GROMEN AND DAN HILLERY WITH DIFFERENT TAKES ON WHETHER “DIGITAL CREDIT” HELPS OR HURTS BTC
@LukeGromen argues Bitcoiners should be wary of digital credit, warning it could replicate the “credit gold” markets that emerged in the 1980s and potentially prevent Bitcoin from ever reaching $1 million.
@hillery_dan argues today’s market is fundamentally different. Public companies are issuing overcollateralized credit backed by Bitcoin they actually own, rather than banks creating fractional-reserve claims on borrowed assets.
Hillery agrees unbacked bank-issued Bitcoin credit could suppress BTC’s price, but argues the current model is compatible with Bitcoin absorbing fiat capital over time.
Neil retweeted
My job on X just got a lot easier with @ColeMacro @PunterJeff and @Werkman being publicly more bullish than I wanted to be publicly. To quote @BritishHodl “people are not mentally prepared for Digital Credit.” left y-axis is in log scale.
Neil retweeted
AMD’s market cap has now risen 100x from $10 billion to $1 Trillion since Sky Sports asked Lisa Su if she could “speak English” at the starting grid during 2018 F1 Chinese Grand Prix.
BREAKING: Advanced Micro Devices stock, $AMD, officially crosses above $1 trillion in market cap for the first time in history.
This puts the stock up +30,400% over the last 10 years.
$10,000 invested in AMD in 2016 would be worth $3,050,000 today.
Neil retweeted
I have no illusion that money solves everything.
The more wealth I have, the more I feel alone. My high school friend just started a fantasy football group and I just don't have time or interest to join. It brings them joy the same way I have joy researching stocks and sharing here.
Money can't buy time - I have more time as early retiree, but we all will die at some point.
Money can't buy health - I have more time to exercise but by God's will, there's something you can't fix.
Money can't buy fame or respect. Look at Bezos and Bill Gates wife. The only time they're on the news is when they give money away. Other than that, no one cares.
I don't know everything, but the thing I know is money doesn't solve everything. Enjoy living in the present, and not get fixated by the destination.
Neil retweeted
$IREN CEO Daniel Roberts on AI compute demand:
Even if models stopped improving today, deploying what they can already do would require more compute than the world can build for years.
He says demand risk remains skewed higher, while supply is more likely to fall short.
