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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That is why I went long LDI. It's a nice little hedge to my open short. It was on the same peoples radars and has very similar conditions. If I was wrong on OPEN then LDI is a great long. DYOR

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Brotha, what do you think about $MPW? This company has reduced most of their risk that caused so much shorts. They have big, renewed leases. Their prospects look good and there is still a lot of short interest.

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If they cut .5 points they are just trying to save the labor market inflation has set its foot

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Definitely with the expectation of a 5.5% inflation. People keep mentioning stocks go up, but have we become so delusional to forget that people need to spend money on the markets for stocks to go up. I mean, lower interest rates won't change unemployment. It has never really done that. After the financial crisis of 2008, it took 5 years for the unemployment rate to go back to 4%. And that was when interest rates were at 0% I mean, US is already fucked. No need for a 1.5%. More and more countries are starting to deal in Chinese Yuan. New trade alliances are being made, even enemies are working together on trade (obviously 'the enemy of my enemy is my friend proverb'). And in the Middle East they're getting angry at POTUS for not defending them more, leading countries to think about their own nuclear weapons in the Middle East and Asia. Of course, the Golden Dome can prevent possible attacks, but with what money will they build it? From the banana industry they're planning to build in the US?

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ATCH up 53%. Downvote me all you want guys, but I did try to tell you. It has further to go

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Is this main street recession in the room with us right now? Consumer sentiment has been shit for years, saying the consumer will cut spending and the end is near.  Yet consumer spending remains strong.

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I’m wondering if enough time has passed for them to lower guidance. It’s been less than 2 weeks that the exemption ended for all countries and it ending for China in June is priced in by now surely.

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in for $1k, saw Oct17 $5 call has big volume/OI so i join them

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I'm implying a lot of people are still struggling to buy eggs and groceries because of inflation, despite the cost of eggs has gone down...

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