I spent months explaining that Saylor was definitely NOT going to blow up and that his playbook was sound and ingenious Then a bunch of people decided to launch treasury companies for $LTC, $DOGE and $HYPE Yeah sorry I am not going to defend the long-term viability of these

Not planning to be a pussy on the first dip btw

Anty whenever he finds a new reason to call a top

$PUMP is the easiest 0.7x in size you can get in the market right now

The 80k $BTC have now all been transferred to Galaxy Digital : And they are still holding 48k $BTC That's a significant overhang that the market will have to digest before BTC can push higher

We've seen companies announce $TAO and $FET treasuries WEEKS ago when ETH was 40% lower These announcements are not useful top signals at all Stupid stuff going on with actual crypto prices is a much better signal to be cautious

The “I should have voted for Kamala” range

The preferred shares of $MSTR are instruments that will grow in price, in volume, and in mindshare, and all of the money raised gets funneled into $BTC The fixed income market is gigantic

Well, even if $PUMP ends up going to $9bn (or more), the opportunity cost is pretty bad right now