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David🇺🇸 Profile
David🇺🇸

@david_eng_mbe

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Managing Partner, Energy Company, Engineer, MBA; USC, CSU, & Stanford

California, USA
Joined September 2009
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@david_eng_mbe
David🇺🇸
2 days
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@thecinematarian
patrick
3 days
@david_eng_mba Well then can't they just artificially compress the price forever with paper btc?
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@david_eng_mbe
David🇺🇸
2 days
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@Zhang27J
J
2 days
@david_eng_mba Post 30 Jan, why do you have a bias it will snap up? Could it not go down too with the floor now gone?
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@david_eng_mbe
David🇺🇸
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@david_eng_mbe
David🇺🇸
3 days
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@crypttrade8
cryptking
4 days
@david_eng_mba Not for the average person but good information. Not agreeing with its usein every situation but overall nice.
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@david_eng_mbe
David🇺🇸
3 days
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@EightyAteMPH
88 Miles Per Hour 🐹🎻...🦈🐱
3 days
@david_eng_mba Thank you for explaining! I understand now. One more clarification: The example is basically saying that there is a 60% chance of a 150% gain and a 40% chance of a 60% loss in a certain time period. Correct?
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@david_eng_mbe
David🇺🇸
3 days
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@Beowoulf3
Beowoulf.bsky
3 days
@david_eng_mba Where is the discussion on timeline? That has a major impact on how much to hold, for example if 10 years or more probably higher holding would make sense, and returns more likely to be 10X, not 1.5X, major differences in outcome.
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@david_eng_mbe
David🇺🇸
4 days
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@summitzone
summitzone
4 days
@david_eng_mba wow, so cool, energy storing it’s own energy
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@david_eng_mbe
David🇺🇸
4 days
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@Markus1Maximus
Mark
4 days
@david_eng_mba An incredible post David. "These institutions are no longer managing capital. They are managing liability." This is so true and has been true for a long time, it's a human nature phenomenon. They live in a world of acceptable mediocrity.
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@david_eng_mbe
David🇺🇸
4 days
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@BillyBo80289525
Be The Wolf
4 days
@david_eng_mba David, Thank you for your amazing insight. While others complain that BTC price is stuck, they put forward their theories. I can ignore that noise. I know exactly why the price isn’t moving. Not only do I know. I fully understand. You make it all make sense. Thank you!!
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@david_eng_mbe
David🇺🇸
4 days
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@nexteranoah
Noah
5 days
@david_eng_mba Yup Been buying up 2027-2028 FBTC calls for super cheap because MM’s have no clue how to price Bitcoin’s potential
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@david_eng_mbe
David🇺🇸
4 days
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@eliyahu44671
Eliyahu
5 days
@david_eng_mba David, I can tell you honestly, almost all the formulas on BTC price predictions do not work. Only the “ Bitcoin short supply” factor works. If there is a short supply , BTC price follows the price increase exponentially upwards ie it is up to up to put this factor.
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@david_eng_mbe
David🇺🇸
4 days
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@kinny88
Zen88
5 days
@david_eng_mba Is Greg just a hypothetical individual or a real person on X that have executed the call per your input?
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@david_eng_mbe
David🇺🇸
4 days
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@Luke80480226862
Luke
5 days
@david_eng_mba Hello David, This is very interesting to me, unfortunately I am only comprehending about 70% of it. I want to understand this thoroughly so that I might be able to take advantage of such an opportunity in the future. I am educated (medical science) but just don’t have the vocab
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@david_eng_mba
David 🇺🇸
7 days
The $100k Mirage: How "Safe" Money is Accidentally Loading the Bitcoin Spring Everyone is watching ETF inflows. They’re counting the guests entering through the front door and asking why the room still feels empty. They’re missing the back door. In the derivatives market, a
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@david_eng_mba
David 🇺🇸
20 days
Bitcoin at $90K Is Locked, Coiled, and Loaded for Q1 Bitcoin is holding near $90K in early 2026. That isn’t weakness. It’s charging. Why price is stuck Dealers are nearly delta-neutral with ~+$55M net hedge centered at $90K. This creates a pin magnet: • Dealers sell rallies
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@david_eng_mba
David 🇺🇸
19 days
@dgt10011 @LynAldenContact @MicroStrategy Median escape velocity to break the hedge: $95K: ~$239M $100K: ~$543M (volume to clear the order book) When OTC dealers hit the spot market to replenish that inventory, there are effectively no sellers left. The math shows a violent repricing to $100k+.
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@david_eng_mba
David 🇺🇸
21 days
The Most Bullish Year in Bitcoin History Looked Like Nothing 400,000 BTC Disappeared in 2025. No One Noticed. Wall Street spent 2025 asking the wrong question. Bitcoin chopped sideways. Volatility died. The narrative became: Is the bull market over? Meanwhile, Strategy by
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@david_eng_mba
David 🇺🇸
22 days
The Great Roll: Why Bitcoin’s Breakout Was Rescheduled (And The Path Ahead) Date: January 1, 2026 Spot Price: $87,589 As we enter 2026, Bitcoin is trading in a tight consolidation range around $87,600. Despite aggressive accumulation by corporate entities like Strategy, the
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@david_eng_mba
David 🇺🇸
21 days
@david_eng_mba
David 🇺🇸
21 days
@Markzam_x Great question, and one I questioned based on my model(s) output. The $701 million seems small against Daily Volume, but it is massive against Available Liquidity. "$701 million is ~2% of daily gross volume but 13-18x the per-1% liquidity depth, making it a 'force multiplier'
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@david_eng_mba
David 🇺🇸
22 days
Bitcoin Isn’t Stuck at $87k, It’s Coiled Like a Spring We’re not ending 2025 weak. We’re ending it compressed. From first principles, price is equilibrium between buyers, sellers, and dealer hedging pressure. Right now, that pressure is enforcing stability while storing upside
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