Tesla and Link
More than 5 years of accumulation
Both on the verge of breaking out
Two mega narratives
Tokenization of everything
Robots+ Ai
$LINK $TSLA https://t.co/wjT2BOKvzh
Tokenized Stocks
Mindshare
Displays the percentage of social media posts mentioning each token in this sector. Higher percentages indicate greater social attention and discussion around that particular cryptocurrency.
On stream yesterday, I learned that Chinese whales on @JarsyInc bought CRCL pre-IPO with USDC at $25
TWENTY FIVE DOLLARS for a stock that hit ATH of $260 2 WEEKS after they IPOd
+ they still have stripe, kraken, spaceX & others you can cop pre-...
8/13/2025 14:03
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Yesterday @fundstrat's BMNR traded $9.13b in volume while @saylor's MSTR only cleared $4.15b.
ETH treasury trading volumes are crushing bitcoin now.
More volume = more liquidity = more capital = ETH goes higher https://t.co/vkkuyHfR7M
8/12/2025 14:35
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The fact that $STRF was trading at $85 at some point is great evidence that the MSTR preferred stocks are very misunderstood, and mispriced.
They will go higher in price, Saylor will be able to issue more, he will buy more $BTC, the mNAV will increa...
8/10/2025 08:21
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DAS London will be Blockworks' best event in history.
A few ideas I want to implement that will make it better:
1) Payments will play a bigger role than ever this year, many of the largest PSPs are coming
2) Investment pitches and debates for thin...
8/8/2025 19:28
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$ETH & $BTC both have strong @coinbase premiums atm and look great for further continuation in the LTF.
HOWEVER, a word of caution.
The $ETH TCOs are not seeing the degeneracy $MSTR has engendered in the past. NAV is below 1.6 on the two large...
8/8/2025 00:12
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Trillions of Dollars worth of corporate investments are coming to the US:
Yesterday, Apple, $AAPL, announced plans to invest ~$600 billion domestically over the next 4 years.
This is expected to create ~20,000 new jobs.
Apple's plan includes new f...
8/7/2025 16:26
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$SPY - Always nice to look at it with fresh eyes. Price has pushed up the past week. OBV still mostly flat. Still overall bullish, still probably a hold, just not a place to be getting aggressive with buying overvalued stocks or stocks near ATH. High...
8/7/2025 16:24
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We all faded CRCL and were sidelined as we watched it 10x in 3 weeks
We then got COOKED on Figma and watched bankers make billions on our heads by buying before IPO
So, I've devised a plan for the upcoming Kraken IPO.
Most of the money was made he...
8/6/2025 14:03
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I used to hate that there aren't non financial use cases in crypto — but now I love it
money and markets haven't seen innovation in decades, but now that they are, we see cool things like prediction markets
or using fartcoin as collateral for buyin...
8/6/2025 11:45
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I want everyone to keep an eye on STRC, Microstrategy's new offering
Long story short, MSTR investors are mad that Saylor blew through so much cash buying BTC so quickly and he can't raise more unless BTC rises significantly increasing MSTR's mNAV a...
8/5/2025 21:38
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💥 Imagine buying penny stocks from Jordan Belfort instead of $AAPL under $1…
You’re 60 now, broke, and full of regret 😵💫
That’s ETH vs memecoins today.
History doesn’t repeat—but it sure does rhyme 🎭
📜 Don’t fumble the bag this time.
8/5/2025 21:37
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$SPY - First 30 minutes of price action gives you a range for the day. Hold the highs and usually upside. Break the support, and usually downside. Re-test the lows and hold, upside. Today was another very clean example. Did a video last week on this....
8/5/2025 03:47
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$SPY - Just filled the daily gap. Clean bounce right on SuperTrend support. I think as long as we see the green line hold it should be good. Just have to be optimistically cautious that it wasn't a quick gap fill to punish late shorters. https://t.co...
8/4/2025 20:01
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$ETH is following the Tesla playbook.
Even the correction from the resistance
level is identical. Back then $TSLA rallied
150% in 6-8 months after this breakout.
The similar rally will send $ETH above
$10,000 by Q1 2026. https://t.co/llQMiAEO8H
8/3/2025 12:17
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🚨 THE EVERYTHING EXCHANGE IS HERE
- Tokenized stocks
- Derivatives
- Prediction markets
- Early token sales
All tradable on Coinbase.
$PAID and $WLTH will be live in-app.
Binance gated access.
$COIN opens it up to millions.
Full story in the co...
8/3/2025 11:19
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some weekend thoughts about MSTR, bitcoin treasury companies, and bitcoin outlook from here
people asked me if i’m still bullish after this last couple of days
the answer is “yes, but”
big picture i think most of the “macro” events from last coupl...
8/2/2025 15:14
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Aggregate trading volume on Bitcoin treasury companies (ex MSTR) is down 96% from the announcement peak to $55m per day
CEP (Twenty One Capital) and CEPO (Bitcoin Standard) have yet to finalize their mergers, which will likely catalyze more trading ...
8/2/2025 13:23
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🔥BITCOIN, SUPERCHARGED BY STRATEGY
Saylor's Strategy is turning $BTC into an investment-grade asset:
$MSTR offers amplified exposure, $STRK delivers yield and protection, and $STRC pays monthly dividends.
They don’t just buy #Bitcoin—they re-eng...
8/2/2025 09:09
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Coinbase $COIN earnings came out yesterday.
It was a big miss as total revenue came in at $1.5B vs. $1.59B expected.
$COIN is down 14% today.
But we’re still mega bullish on Coinbase. Why?
Because they're building the everything exchange.
Want t...
8/1/2025 14:24
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In the late 90s aggressive accounting became accounting fraud
Worldcom reallocated opex as capex, Michael Saylor at MSTR overstated results by manipulating revenue
I am reminded of this when I see ARR numbers from AI startups or revenue smoothing f...
8/1/2025 07:54
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So tldr
1) mstr financing costs up. now costs them 10% borrow to buy btc
2) also selling common to fund interest pmts
3) more pref, less btc up, more common,
4) in which scenarios here is mstr common not an assured eventual zero? basically just larg...
8/1/2025 03:31
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MSTR is Capped
Today, MSTR announced guidance that they will no longer issue common equity to fund BTC purchases unless the company trades at >=2.5x NAV. For reference, their NAV currently is 1.8x. For MSTR to hit this 2.5x threshold: MSTR would ...
7/31/2025 21:09
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Coinbase $COIN earnings out. Miss on everything.
*COINBASE 2Q TOTAL REV. $1.50B, EST. $1.59B
*COINBASE 2Q TRADING VOLUME $237B, EST. $252.76B
*COINBASE 2Q SUBSCRIPTION & SERVICES REV. $655.8M, EST. $715.2M
*COINBASE 2Q TRANSACTION REV. $764.3M,...
7/31/2025 20:38
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chad with 9 figs in NVDA on PA: in hindsight even after ChatGPT initially launched in November 2022 there was a long time window where one could have established a generational entry
have to trust that ideas which seem obvious to you at first might ...
7/31/2025 07:13
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🚨JPM & Coinbase Ink Deal to Link Users' Bank & Crypto Accounts
>Will enable direct Bank-to-Wallet connection.
>Customers will be able to transfer Chase rewards to Coinbase account
>And use Chase Credit Cards to fund $COIN balances...
7/30/2025 12:25
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I created an index to track Pure Crypto Treasuries (PCTI)
Three observations:
1. Its 88% MSTR. The others don't matter
2. NAKA had the worst day yesterday, even worse than Tom Lee's BMNR
3. Bitcoin was flat on the day. https://t.co/7RFTqT19CL
7/30/2025 09:21
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There's a guaranteed free money gain in the world right now
MSTR's new security STRC is trading with a temporary ticker ($MCSTP)
It's trading at ~$91, but it's par value is $100. And it pays a 9% monthly dividend
I realize crypto people want a 100...
7/29/2025 14:59
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Top 10 public companies holding $ETH 👇
1. Bitmine ( $BMNR ): 625K
2. Sharplink Gaming ( $SBET ): 438.2K
3. Coinbase ( $COIN ): 137.3K
4. Bit Digital ( $BTBT ): 120.3K
5. $BTCS: 70K
6. Bitcoin Group ( $TCMKTS ): 10.3K
7. GameSquare ( $GAME) : 10.1K
...
7/29/2025 13:33
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This is absolutely insane:
Nvidia, $NVDA, just became the first stock in history to hit $4.3 trillion in market cap.
This makes Nvidia $500 BILLION larger than Microsoft, $MSFT, the 2nd largest public company in the world.
The craziest part?
The ...
7/28/2025 20:33
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Crypto’s about to get wild this week.
Three of the biggest crypto-linked companies are reporting earnings: $HOOD, $COIN, and $MSTR.
Robinhood drops Wednesday, with Coinbase and MicroStrategy following on Thursday.
Buckle up. https://t.co/8IyodNAMq...
7/28/2025 16:35
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Doing a small test on Limitless Exchange
I am placing a bet that "$TSLA above $309.69 on Aug 1, 20:00 UTC?"
Which gives me 28 cents on each dollar if its correct, basically like Polymarket with trading on stock prices.
This can be very useful if ...
7/27/2025 16:11
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100 Billion + went into Bitcoin starting from 40K.
Price went 3x.
There is at least 10x of that headed our way in the next 5-10 years.
The more goes in, the more the indexers HAVE to be involved.
This is one of the reasons TSLA and NVDA are where the...
7/27/2025 11:56
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hey i made it to the @Bybit_Official leaderboard
been yapping about @xStocksFi like xTSLA and how they plug into defi
fr cool stuff that i like anyways (i am going to vote on the next NVDA shareholder meeting)
(this is the first lb i've actively f...
7/26/2025 06:59
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Ok - so here's what I want to do. DeFi big (or maybe stupid) brain play.
I want to arb LP BTC and MSTR...and I think the way to do that onchain is by LPing WBTC against MSTRx (or any other xStock that has tethering to a BTC treasury co). I would exp...
7/25/2025 21:19
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MSTR getting to the S&P 500 would be a big deal because it would decisively make crypto PVE instead of PVP
The playbook would be making a treasury vehicle that gets automatically jammed in everyone’s retirement accounts without them knowing
I...
7/24/2025 16:49
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xStocks have been out for a few weeks now, here's how they're doing according to Solflare/Meteora
TeslaX is the top performing stock with a $13M MC, followed by the SPYX, which is ~$10M MC
LP TVL on TSLA-SOL are ~$170k (low) and $2M 24hr Vol (not b...
7/24/2025 16:03
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ethena is one of the few projects that i could see go to $100b in the next 3-5 years to reach a robinhood/coin like valuation
converge being a key piece in driving that outcome
these co's are all going for the same thing but approach it from differ...
7/24/2025 09:13
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Ethereum Treasury Companies closed the day with $1.9b in trading volume, now hovering near the lows since the initial pop
MSTR regained dominance of the broader sector's volume with 71% of aggregate volume, followed by SBET (12%) and BMNR (11.5%) ht...
7/24/2025 02:36
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Earnings Week: Alphabet Inc. (GOOGL), @Google 's parent company, reported its Q2 2025 earnings today, after the market closed.
Revenue: $96.43 billion, surpassing analyst estimates of $94 billion.
Earnings Per Share (EPS): $2.31, beating the expec...
7/23/2025 20:32
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“I wish Base would die”
Chief golden retriever Jesse:
“Well guess what? I love you. You are valued. Your criticisms are heard. I still want you onchain. Base is for everyone. Coin it. can I offer you a cold-pressed Erewhon juice to brighten your da...
7/23/2025 18:55
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Saylor is planning to raise $500M on his new $STRC preferred share, it will probably be upsized to $1bn
Which will be funneled into BTC
Saylor can keep clipping $500M worth of BTC a week for a very long time without even needing $MSTR to pump hard
7/23/2025 10:12
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The people who were convinced that the mNAV premium of $MSTR should converge to 1 after the ETFs launch fundamentally misunderstand how MSTR works
Funnily enough, after a 3x outperformance by MSTR over $BTC, they are still making the exact same mist...
7/23/2025 07:57
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it took the .eths precisely ONE WEEK to abandon 5 years of “defi chain” and “world computer” narratives and replace it with “MSTR with 3% yield”
billions of dollars poured into developing a dead ghost chain with millions of apps nobody uses
and the...
7/22/2025 23:45
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for ethtards to think that SBET or bitminer are somehow competitive with MSTR they really need to be completely unaware of what’s going on
it’s not as simple as “buy coin and put in treasury”
MSTR has a 5 year head start and the reason this matters...
7/22/2025 19:49
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$RIVN is another play I see having a nice squeeze out of its base consolidation range.
Wouldn't be surprised if it happened sometime soon, riding the momentum of what similar "alt EV" companies like NIO have been doing and potentially benefiting fro...
7/22/2025 19:34
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Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. To view the press release, prospectus, and investor presentation, along with additional information about $MSTR, $STRK, $STRF, and $STRD, click here...
7/22/2025 10:57
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🔥CATHIE WOOD DUMPS MAJOR STOCKS TO BUY ETH
ARK ETFs just sold over $148M in $COIN and $RBLX shares to buy 4.4 million shares of Tom Lee’s Ethereum treasury firm.💸
This marks its first Bitmine buy since the #Ethereum strategy shift. https://t.co/9...
7/22/2025 07:30
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$TSLA - Never marry your bags. I'd love a lower entry to buy back, if it doesn't come I move on. Still at some resistance, not a place I'd bid. You are either already in by now or waiting. If you are a long term investor why are you even checking cha...
7/21/2025 20:17
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The "teeth lady" had the correct logic with her analogy. Scarcity does not imply value. Anything can be scarce
Bitcoin's unique value prop is the self-sovereign and freedom properties derived from its network, which holding MSTR stock does not provi...
7/21/2025 13:56
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At this point, Saylor has to decide if he wants to diversify into ETH or stick with being a BTC maxi and look like a fool for dissing ETH all along.
The dude has a fiduciary duty to swallow his pride and do what's right for MSTR shareholders.
7/20/2025 16:22
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My latest conversation with @jvisserlabs is a deep dive into what is actually happening in financial markets.
Will Powell resign? Is the Fed actually independent? What are the real ramifications of recent crypto legislation? Why are $COIN and $HOOD ...
7/20/2025 15:29
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"what are some of the market scenarios that might cause crypto treasury companies such as sbet, bmnr and mstr to fail/blow up and what would happen to crypto prices in that scenario"
North Korea and Epstein are the biggest risks, followed by fraud h...
7/20/2025 12:20
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ETF Flows are still 2x the flows from MSTR and other Bitcoin Treasury companies.
If nothing changes, these together will generate 50Billion in new demand for BTC.
"$1B in inflows → $1,000–$1,300 increase in BTC price, assuming average liquidity co...
7/20/2025 09:22
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uk govt considers dumping 5b in btc while mstr sits on 71b
sovereign wealth and corporate treasury playing different games
• govt needs quick cash for deficits
• corps building forever positions
• 10b whale choosing eth over btc
balance sheet wars...
7/20/2025 06:56
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My dad texted me and said he’s been long $CRCL
After 5-6 years of me talking to him about crypto almost daily, he’s finally being onboarded via stocks
I always wanted to ‘make it’ so that I can give back to my family, and now my family is starting ...
7/18/2025 14:10
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Things I'm Looking At Today
---
- Maple just hit $3B in AUM as their arc of conquest continues unabated :) (note: that is 300% growth in the last three months!)
- Coinbase announced their big wallet/app upgrade yesterday and $COIN is in price dis...
7/18/2025 13:26
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80 billion in inflows between MSTR and ETFs took us from 37k to 120k.
Now imagine what another 80 billion will do.
I would argue that is already teed up. Between MSTR, 21, Nakamoto, MetaPlanet and the ETFs.
We’re going to 200k.
Put your big bo...
7/18/2025 13:00
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My Bitcoin Treasury discussion with @IIICapital.
0:00 – Intro
1:00 – First priority as Director of Bitcoin Strategy
3:11 – Should Bitcoin companies copy MSTR’s preferreds?
5:02 – Structuring credit: BTC Ratings from 2 to 10
6:25 – Long-term ...
7/17/2025 18:32
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Crypto Treasury Companies recorded $10.6B in volume today, just shy of the $12.2B YTD high hit last Friday
- 90% of volume came from MSTR, SBET, and BMNR
- Volume split between 51% ETH vehicles and 46% BTC
- The volume trend on SBET is undeniable ht...
7/16/2025 21:09
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The problem with mNAV is that MSTR definition is NOT the same as how others define it
Take the the two below:
- market cap is NOT the same as EV
- cash + BTC is NOT the same as Bitcoin NAV (which is defined as MV of BTC Price x count)
Hard to conve...
7/16/2025 18:24
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This is incredible:
Nvidia, $NVDA, now accounts for a record 4.73% of the MSCI All Country World Index (ACWI).
The MSCI ACWI Index covers ~85% of global equity markets, including large and mid-cap stocks.
Nvidia's weight ALONE is now larger than J...
7/16/2025 17:57
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🔥VANGUARD: BITCOIN SKEPTIC, BIGGEST HOLDER OF MSTR?
Vanguard now holds over 20M shares of $MSTR —worth $9.26B — as of July 2025.
Despite calling Bitcoin an “immature asset,” its massive MSTR stake is likely due to passive index tracking, not a $BT...
7/16/2025 10:00
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Most of Wall Street missed the $BTC trade, and they're coping hard. $ETH is now offering them a shot at redemption, and trust me, they won’t miss it this time. The same dynamic we saw with $MSTR is about to play out with $SBET and $BMNR. These names ...
7/16/2025 03:45
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This is incredible:
Vanguard currently owns a record 20.6 million shares of Strategy, $MSTR, and is its largest shareholder.
This is ~8% of the company’s outstanding common stock.
Their ownership has DOUBLED over the last 2 years.
This comes as m...
7/15/2025 22:29
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Unless you were focused on Bitcoin’s ascend to new highs or the Mag 7 celebrating a $4 trillion milestone for NVDA, it was a quiet week for the markets. The 10-year yield continued to meander in its tight range, and the S&P 500 barely moved despi...
7/15/2025 13:58
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Few things I'm looking at today...
- $AAVE has passed $50B in deposits, which would make it the 46th largest bank in the US by comparison
- Beta access to UR Neobank from @Mantle_Official that I previously wrote about is now live
- $COIN is at ATH...
7/15/2025 11:54
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nvda ripping
remember when the zoomer scammers on solana tried to convince you the best way to invest in ai was through 8 minute old rugpull tokens?????
i remember
i said it then and i will say it again now
if you actually want exposure to ai and...
7/15/2025 08:21
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BREAKING: Nvidia stock, $NVDA, surges to a record $170/share in overnight trading after announcing H20 chip sales to China will resume.
Nvidia also announces a fully compliant GPU for China.
This company just keeps on evolving. https://t.co/PGla8qi...
7/15/2025 02:05
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Vanguard: Bitcoin is immature and has no value.
Also Vanguard: Buys 20M shares of MSTR, becomes top backer of Bitcoin’s loudest bull.
Indexing into $9B of what you openly mock isn't strategy.
It’s institutional dementia. https://t.co/UdPdHoy3Uv
7/14/2025 15:35
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Mindshare Trend
Mindshare statistics in social posts for tokens in this sector. '30D' represents total mindshare percentage over the past 30 days, '∆30D' shows the percentage change during this period, and 'TREND' indicates the current directional movement of social media attention.
Top Bullish Mindshare
Shows the 6 tokens in this sector with the highest number of positive mindshare in social media posts.
Top Bearish Mindshare
Shows the 6 tokens in this sector with the highest number of negative mindshare in social media posts.