B-Yeezy

Bitcoin / Crypto / Nascar / Nascar Diecast collector / Classic Car Collector / Graduated from NASCAR Tech Institute.

[B-Yeezy @2SlyBry]

@SkinnyOLcoach @Ford 5.0L Coyote engine. I have that same engine in my 2018 F-150. There is definitely an oil consumption issue. I make sure I check my oil every 2 weeks and I expect to add at least 1.5 to 2 qts between oil changes.

[B-Yeezy @2SlyBry]

@B1llyB1ll1ons @jdorman81 Off the top of my head, I think it was BTC would need to appreciate by 2.35% or 2.5% CAGR or something like that to fund the dividend for STRC. I think SATA is around 5% CAGR needed.

[Ben Axelrod @BenAxelrod]

Airports really need to reach a consensus on whether we’re leaving laptops in the bag in the security line.

[J-Money 🪽 @rowdyxxtreme]

This is the best tribute edit I’ve seen of KB and quite possibly the best edit of his EVER. Had this on blast the last few days 🥲

[B-Yeezy @2SlyBry]

@JoeCarlasare Zero reason to store value in the hardest asset that has ever existed…..

[True North @TNorth]

Strategy Sells Bitcoin, so what? | Ep. 69 https://t.co/bcpIgOgEBD

[Jesse Olson @JesseOlson]

$BTC has bottomed near 900 days in every cycle.

Day 775, this is what we learned:
Super cycle.❌
5-year cycle ❌
M2 Global Fractal ❌
Talking heads ❌
Business cycle ❌
Banana zone ❌
Saylor will never sell ❌
Jesse Olson Charts ✅

Buy The Right Dip 🤝

[B-Yeezy @2SlyBry]

@nascarman_rr I miss those 1990’s TNN broadcasts!

[The Factor Report @PeterLBrandt]

This is called an expanding triangle. Expanding triangles are very common in Bitcoin. They are also typically reliable.
The target for expanding triangles is the height projected from the breakout.
A move back above 75,000 would change my analysis $BTC

[Adam Livingston @AdamBLiv]

Bitcoin's 4-year moving average is right at $60,000.

Bitcoin is only 22.75% above its 4-year moving average.

Historically, only about 18.5% of valid days had a lower deviation.

About 81.5% of days were more expensive relative to the 4Y MA.

Buying BTC when it was in this same cheap percentile band versus the 4Y MA would have turned every $10,000 deployed into about $56.6K, compared with about $40.2K from daily DCA over the same window.

BTC at today’s 4Y-MA percentile has historically been a high-quality accumulation zone.

[B-Yeezy @2SlyBry]

@TonyLiebert F

[Adrian Morris @_Adrian]

@lindsay__stamp Bad (Realistic) News: I think the AI Memory Trade and SpaceX IPO are going to suck the air out of everything this summer.

Oil Prices are probably going higher

$BTC (and $MSTR) aren't catching a bid in that kind of environment.

Good News: Opportunity to buy cheaper on deck.

[Zynx @ZynxBTC]

Strive are now the 1834th largest public company in America with a market cap of $1.33 billion.

They are also the 7th largest holders of Bitcoin by a PubCo in the world with 16,500 BTC on the balance sheet.

Strive are also raising $10-$100+ million every week to buy more Bitcoin.

It seems inevitable that they will rapidly shoot up the ranks.

What an opportunity.

[Matt Cole @ColeMacro]

I agree.

We spend a tremendous amount of time thinking about downside risk, stress testing scenarios, and building protections accordingly. In our view, $ASST is not over-amplified. If anything, we believe it remains under-amplified relative to the opportunity set Bitcoin presents.

It’s important to understand that risk management is a constraint, not the objective.

The goal for Strive’s common equity, $ASST, is to outperform Bitcoin and maximize long-term shareholder returns.

Importantly, we are not trying to optimize away every last basis point of risk. There is a meaningful difference between reducing the probability of failure from 10% to 1% and reducing it from 0.02% to 0.01%. The latter may technically cut risk in half, but from an expected value perspective it is immaterial if the tradeoff is materially lower upside.

This philosophy informs every major capital allocation decision we make. We start by protecting against outcomes that could permanently impair shareholder value. Once that threshold has been met, our focus shifts to maximizing expected value.

In our view, risk is not measured solely by the probability of loss. It is also measured by the opportunity cost of failing to fully participate in a highly asymmetric outcome.

That is why we intentionally have no debt, maintain substantial dividend reserves, and run amplification aggressively. We seek to eliminate risks that could permanently impair shareholder value so that we can maximize amplified participation in Bitcoin’s upside.

We believe Bitcoin’s return distribution will continue to be highly asymmetric to the upside. If there is a meaningful probability that Bitcoin compounds dramatically over the coming decades, the optimal capital structure is not the one that sacrifices substantial upside to marginally improve an already remote downside outcome. It is the one that preserves resilience while maximizing participation in that upside.

This is also why we are focused on acquiring as much Bitcoin as we can while it remains below $100,000. We believe Bitcoin is likely to be substantially higher over time and that periods where Bitcoin trades near its 200-week moving average are precisely when amplification should be run as aggressively as prudently possible.

We think in probabilities, expected values, and equity compounding. If you optimize around fixed income math, you should expect fixed income returns.

We built the company we personally wanted to own: an engine designed to maximize Bitcoin per share growth, outperform Bitcoin, and maximize shareholder value across a wide range of bullish Bitcoin outcomes.

[B-Yeezy @2SlyBry]

@enrolled_nurse And she say “hum noi”

[B-Yeezy @2SlyBry]

@WallStreetApes Rick Ross gon’ be mad at this kid!

[winkle. @w1nklerr]

Nvidia will now pay you to put a mini AI data center on your house

It looks like a normal AC unit in the yard.

But inside sits 16 Nvidia Blackwell GPUs and Dell servers.

A startup called Span builds them, backed by Nvidia.

They bolt onto your home and you get paid for the power and Wi-Fi.

Some estimates put that around $1,000 a month in your pocket.

That is rent money just for hosting a box outside.

Span says it deploys way faster and cheaper than a real data center.

The AI boom is literally moving into the suburbs.

Save this, the grid is getting rebuilt in real time.

[SalsaTekila @SalsaTekila]

Buy $10K of BTC in 2019 and hold: ~$181K today.

Do the exact same thing but skip every Thursday (out at the open, back in Friday, no fees): ~$687K.

One day off a week. 3.8x the money.

Thursdays simply suck. Ima buy the dip on Friday. See you guys when my Claude credits reset.

[World of Statistics @stats_feed]

Mayo Clinic data found that individuals living within one mile of a golf course have a 126% higher risk (more than double the odds) of a Parkinson's diagnosis compared to those living six or more miles away

[timbo ⚡ @timbo_xyz]

USDC on Solana to pay any Thai QR is now a thing 🇹🇭

The Frontier Hackathon brought the toy version to life, but we look a lot different today

Waitlist open: