TheBitcoinTrail
@IamBitcoinTrail
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Father of 3 who is learning on the job, SaaS VP, Bitcoin investor learning all the hard ways, former world traveler, dreamer of outdoor adventures.
Denver, CO
Joined February 2019
Silver now down 24% on the day and gold is down ~10%. That’s a > $6 Trillion move to the downside. Other than the U.S. and China, that move in a matter of hours is greater than the GDP of every single country on Earth. Simply unprecedented. $SLV $GLD $BTC
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What institution do you think had the 5 year swap exposure on $MSTR and convinced Saylor to dilute common shareholders at 1mNAV so they could get the price down to expiration before the first week of February?
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It is wild that not a single body has floated to the surface on this move in Gold and Silver. $GLD $SLV
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$ASST - 81% of Strive trades are funneled to dark pools today. Average is 74% daily. 32M in volume isn't that much for a penny stock, but this dark pool stat is still wild. https://t.co/pc1kB5oQr1
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$WYFI Insider lockup ends next week on February 3rd. A bulk is owned by $BTBT which Sam said they aren't selling, but we'll see how it pans out. If they pump it hard into next week, I'll position accordingly.
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$ENVX - Anyone seen the chicken farmer and the jockey?
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I won’t be shocked to see $ASST see price appreciation and a canceled reverse split.
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I thought banks were insolvent when silver hit $85. It’s now $102. No bodies have closed to the surface yet. $SLV
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Rumor Mill: hyperscaler deal getting announced very soon.
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I'd say it's do or die time for Raj Talluri at Enovix. In addition to their COO, Ajay Marathe leaving, the employee departures at $ENVX are racking up. Two years and he's delivered ZERO ROI for investors. It's just been missed deadline after missed deadline with no big OEM
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“AI is a bubble.” Imagine when every store is deploying these with conversational AI, real-time store stock info, troubleshooting tips, quick videos, etc.
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I have a hard time believing market makers and options shops are this far offside on every BTC proxy. MAX PAIN 12/16/2026 $MSTR: $150 Now $176 $IBIT: $49 Now $54.75 $IREN: $28 Now $52.50 $CIFR: $13 Now $18.20 $HUT: $35 Now $58.50 $WULF: $10 Now $14.25 $MARA: $10.50 Now $11
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Our Town Council keeps raising taxes. So I showed up with an English Lord’s wig to speak in *favor* of taxes. “If you can’t pay your taxes…don’t be poor.”
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