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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Many of the biggest names are a normal days trading range away from their 50 day moving averages. NVDA, MSFT, AMZN, META, NFLX, COST. SPY is teetering on the edge but it doesn't look like it because the ORCL AVGO and GOOG pumps added enough market cap to send the overall index far above the 50. GOOG is solid, AVGO is a coin toss, but the ORCL fraud won't hold. There's gonna be a flash crash on Wednesday, which I will miss because my strikes are too far OTM and this is my last play. You can profit tho.

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TSLA's got me wondering, why DO stock prices have to reflect their underlying businesses' worth? Who's to say companies cant just be fun labels on a number that goes up and down? Maybe the most valuable asset on the stock market should be Moo Deng coin because Moo Deng is just so dang funny!

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Why is coin so shit? BTC has been running and it just cant hold shit

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You’re right, but I kind of made this money on TSLA and COIN just to make this bet so if it’s wrong it’s okie dokie

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Another day of Intel being a stable coin, let’s go!

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Those are the people who didnt work but the company 'didnt have the heart' to fire them. They just paid them to sit there & pretend to be productive. On the other side of that coin, the guy sat there thinking 'I cant believe I got away with this shit for this long'. The country is over-maxxed on unproductive office ppl with college degrees. Meanwhile, noone wants to be a very nicely paid iron worker, or electrician, or mill Wright, or transmission lineman, etc.

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I sold hood at 115, it’s going back down after the 22nd for sure. It’s rejected 120 multiple times now, weak finish today. PLTR I also think is heading down. I like coin and OSCR, I sold coin at 400 before earnings, I got a lot of crypto exposure but no healthcare/pharma so I’m leaning towards OSCR for sure

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COIN, OSCR, PLTR & HOOD

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Moving more money into HIVE, an undervalued stock and possibly one of the Bit Coin ETFs may make some sense with the possible rate cut in the US, Bit Coin will start moving up.

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