Macro Meltup-a-nomics

Study "MeltUp Economics". Not financial advice, not an economist. If US owns 200,000 btc & price=175,000,000. debt&btc both =35Trillion. Does the debt # matter?

[Macro Meltup-a-nomics @101Sun1]

Those shitting on mortgage rates are operating under the assumption that rates can only operate in a free market.

@pulte @realDonaldTrump @SecScottBessent are the ultimate market makers……

If you think otherwise double check financial plumbing mechanics……

@LukeGromen @LawrenceLepard @LynAldenContact @GrantCardone etc etc etc…..

[Macro Meltup-a-nomics @101Sun1]

$corz with a Q and $iren at 7 but nobody wanted to play. Oh well, it bought the beach house.

The pub bitcoin miners as a group should be way more valuable things with zero collateral in the “coin market” which is 98% maybe 99%…..

$GLXY $Clsk $KEEL and $SLNH all have power avail in 26 - which is dead in the middle of the bottle neck.

Will be curious to see what happens with more details on Crusoe…

[Macro Meltup-a-nomics @101Sun1]

@PSInvestor You’ve been patient on this one investors have had to be patient on this one lol

[Macro Meltup-a-nomics @101Sun1]

Can someone ask @elonmusk why he owns 18,000 of bitcoin on $SPCX balance sheet?

[Macro Meltup-a-nomics @101Sun1]

The public bitcoin miners as a cohort in the United States have a market cap of roughly $100 Billion dollars and often have the most avail power at the lowest costs. And random trash tokens like XRP have no value or colleteral and market cap = to all of these massive facilities. The rotation has been in the works for 2-3 years and as you’ve seen everyone is trying to low key access their power. It’s not so low key anymore and has room to run…..

$IREN $WULF $CORZ $slnh $CIFR

[Macro Meltup-a-nomics @101Sun1]

@Convertbond @DonMiami3 Bitcoin unit has no value but the value is in the free market capture of the energy…

[Macro Meltup-a-nomics @101Sun1]

@McnallieM @claudeai No $slnh ??

That’s ok - I remember corz q days and the aversions to it…..

$slnh pre Bristol reminds me of this….

[Macro Meltup-a-nomics @101Sun1]

@HyperTechInvest Except I’m betting photonics isn’t settled….

$KOPN

[Macro Meltup-a-nomics @101Sun1]

@ODELLXYZ @BitcoinPierre @MartyBent You could just sell the name of ten31 to @GrantCardone who could utilize it for his packaged real estate and bitcoin hybrid colleteral.

I bet you both could find a win win around 150-200 bitcoin.

It would be cool to see naming rights be sold in btc….

Just a thought..

[Scott @Nogimics]

@mikealfred What’s your position size in $SLNH now?

[Macro Meltup-a-nomics @101Sun1]

$corz cowboy is back…37,000 shares and loading.

Increased rev from Bristol New JV and current biz should mitigate dilution, out of delisting territory, a large private investor will fight to prevent unnecessary dilution

Whats the target here $3.5 Bill MC with increased revenue and minimal dilution?

[Macro Meltup-a-nomics @101Sun1]

No fundamentals? It wasn’t about coins it was about the 2GW power and 500MW that was live that Google could walk in and take the data center for 5-10Bill.

I figured it was cost 10 bill to build a new power profile and 5 years. Therefore at a distressed discount 5- Bill was appropriate valuation.

Nice! Congrats on the Google cheese. Nothing personal taken I like your a lot of your ideas.

[Macro Meltup-a-nomics @101Sun1]

@MalibuInvest I’d argue it was hard work not selling on days where I made $400,000 after losing $200,000 on days.

Don’t think it was luck at all. EBITA NEGATIVE into a cash crunch followed by proper collateral valuation

[Macro Meltup-a-nomics @101Sun1]

Everyone talking photonics no one says $KOPN

[Macro Meltup-a-nomics @101Sun1]

@MalibuInvest Caveat my GPA was about a 1.7

That being said I bought the largest pub bitcoin miner for 10m MC - a bill in debt that is now worth 10 Bill and bought my beach house. 🤷‍♂️

[Macro Meltup-a-nomics @101Sun1]

I’ll play

CPI inflation bad as it does what you mentioned. Or poor selective asset price inflation such as bonds allows people to leverage real estate built on the bonds. Oil horrible.

Gold, bitcoin, spec tech - great. If spaceX grows to 10 trillion allows society to get access to better tech, closes the gdp gap, increases wealth effect selectively.

The absolute worst - is deflation.

[Macro Meltup-a-nomics @101Sun1]

@SenLummis @IIICapital Open market buys would openly incentivize competitive investment in energy, compute and inflation outside of physical commodities while allowing growth to catch up to our deficit.

Win, Win, Win…….

@realDonaldTrump @pulte @SecScottBessent

[Macro Meltup-a-nomics @101Sun1]

@wallstengine $KOPN wonder if this is true?

[Macro Meltup-a-nomics @101Sun1]

@negligible_cap Google concerned they hadn’t secured a customer….. wouldn’t the customer be, Google?

[Macro Meltup-a-nomics @101Sun1]

@SimonDixonTwitt Yeah back then the houses were the colleteral, what would the colleteral in a data center driven environment look like………

How would someone like the trumps, who knows what’s coming take advantage of this? What moves/companies would they invest in…..