The market has struggled to evaluate BTBT because its strategic narrative has shifted substantially, and past financials and profits are not telling the story of where they’re headed. • they have abandoned BTC mining, which is no longer profitable with the rising energy costs and BTC mining rewards constantly being halved over time • they own 70–80% of WYFI, an AI HPC which recently IPOed and is being carved out (WYFI is up 23% this past week) • BTBT is very clear that their sole goal now is to become a leading ethereum treasury, and they plan on divesting WYFI over time to make opportunistic ETH accumulation minimizing potential share dilution • you need to be bullish and long on the macro case for ETH to really appreciate the BTBT opportunity beyond a simple discount to nav play • with the Genius Act, there’s regulatory clarity on stable coin, and there’s a clear movement and institutional alignment in the broader financial systems to integrate tokenization and stable coin, and this is mostly being built on ETH rails as a settlement layer • ETH is rapidly evolving into a store of value narrative similar to gold, and in recent years, bitcoin In my opinion, ETH treasuries like BTBT (especially if you can get it at a discount like right now as retail investors sleep on this one) are the best risk-adjusted bet for asymmetric returns in the long run. Risks include execution, governance, crypto volatility, and broader black swan events.

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No, the FED was not designed for this. It's just what someone perverted it into later. >The dual mandate, which refers to the Federal Reserve's objectives of maximum employment and stable prices, was formally codified in 1977 through amendments to the Federal Reserve Act.

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At what strike? The balancing act here to me is if you think it’s going go up way past $10-15 then the option chain doesn’t let me go past around $12.

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If he was a piece of shit imagine what you are, disgusting miserable loser The free speech, tolerant piece of shit liberals for you, killing others because they disagree with them and celebrating their death like cowards. Did you celebrate when that black guy killed the Ukrainian girl for being white too? Or that goes against your narrative you’ve been brainwashed to believe Piece of shit loser, I just know you’re some fat mouth breathing ugly cuck that barely even goes outside and even when you go you hide like a coward and act nice to everyone. When in reality you’re just a scumbag.

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My very act of staring at my positions is scientifically proven to result in overnight gains

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I miss when pol stuff was more moderated and people could just act ironically retarded instead of actually retarded.

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Well at least your honest. It wouldn't surprise me if people conflate the r/valueinvesting logos with what happens on r/wsb. I reckon it's necesarry to do DD when markets act rationally, but since 2008/09, I think alot of those rules went out the window. I look for stocks that are oversold, and momentum trades. that's kind of my bread and butter right now. Because what are fundamentals anymore?

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Alright, I'll try to genuinely address your point, even though I feel like I would just reiterate points from my post. They're both in the housing sector. Sure, the core business is different. Opendoor buys and sells houses. Loandepot gives out mortgages. But guess what, people need to be buying and selling houses for both companies to operate. Since 2022 when rates rose, the housing market has been frozen. No one's buying when mortgage rates are 6.8%. And the ones that bought have no incentive to sell when their rates were 2%. Both companies did better back then than do now, but they over grew so when buying houses went to a crawl, both companies had to downsize to survive and adjust how they did business (example: Opendoor found out not to buy high and sell low; Loandepot continued to refocus on having a more seamless experience with Mello and expanded revenue sources). Hm, maybe I should cite my original post. They both are changing leadership to right the ship. Depending on how they execute in the future is up to be determined. They both are not currently profitable but both of their finances are looking better and better. Hopefully they can both be profitable when housing volume increases: Open will actually be able to sell houses for a profit, and Loandepot will be able to originate mortgages, refi, and act on their servicing book. Their valuations are (were for Open) small. Investing on them has their risks, but both companies are pivoting and have a meaningful chance to realize profits with better macros in the future.

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Because you don’t have to wait til expiry to act on my bad advice

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You’re trading against computers that process and act on live information in microseconds and you think you’ll win

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