BotTwiterUser

Notes to self. Professional Macro Investor

[BotTwiterUser @BotTwiterUser]

@mpalenciac @DirtyTesLa 🤣 get fuxed

[BotTwiterUser @BotTwiterUser]

@GavinSBaker Politically captured journalist account for 85% of it. The rest didn’t account for reserves / pencil in the correct amount actually flowing through the straits

[BotTwiterUser @BotTwiterUser]

@DeItaone Retarded take. Maybe it’s bc the macro picture and change in Middle East conflict

[BotTwiterUser @BotTwiterUser]

@cap_zay Retard

[BotTwiterUser @BotTwiterUser]

@MacroScope17 Silly BTC goes down with potential hikes. Higher rates = worse financial position for the USA. On top of that you get the potential for economic slowdown which means you can’t “grow your way out” & less tax revenue

It’s already playing out as market rates reprice in real time.

[BotTwiterUser @BotTwiterUser]

@TheBTCTherapist Tired of seeing this shit. He wasn’t levered up with zero cash flow the last time he did this.

Was a huge fan of $MSTR during the early days of accumulation. Unfortunately, the greed ruined it and hurt MSTR equity holders + BTC sentiment (everyone thinks Ponzi now)

[BotTwiterUser @BotTwiterUser]

@BlackScholesMan Yes.

[BotTwiterUser @BotTwiterUser]

Investors that think @Tesla_Optimus isn’t going to be a thing anytime soon (inside 3 years) are dumb and will lose money

[shift @joinshiftX]

Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free.

Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing.

In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed.

By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services.

Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way.

Comment “shift” and we’ll send you an early access link.

[BotTwiterUser @BotTwiterUser]

@MarylandHODL21 Are u retarded? Higher yield isn’t the holy grail it actually means things aren’t going well from a risk perspective. 🤡

[BotTwiterUser @BotTwiterUser]

@P_Remarks Hmm perhaps it was mis-priced to begin with.

@IfindRetards

[BotTwiterUser @BotTwiterUser]

@RihardJarc The hyperscalers are seeing ROI already and it’s just the tip of the iceberg. The TAM on the superintelligence they are creating is many trillions. The age of agents has just begun.

#Staylong

[BotTwiterUser @BotTwiterUser]

@DrDavidKass Yes been saying this at the office. All I hear is bubble talk but what you say is the reality

[BotTwiterUser @BotTwiterUser]

@ARA546746936826 @GoingBallistic5 Pro tip - do that before V3 is released

[BotTwiterUser @BotTwiterUser]

@BullTheoryio Has Burry used agents at scale yet? I’m so tired of this guy. The genie is out of the bottle and these companies are building super intelligence that can literally do anything any one of us can do on a computer. The TAM is multi trillions and is to play out over the next decade.

[BotTwiterUser @BotTwiterUser]

@TheHumanoidHub They said they were real vids on screen

[BotTwiterUser @BotTwiterUser]

@KobeissiLetter Such bullshit “retail” / non ultra high net worth people can’t get access to this easily. They gonna IPO at 2T like SpaceX and the PE guys are going to be sitting on 10000x gains

[BotTwiterUser @BotTwiterUser]

It sucks to see the AI trade totally outcompete $BTC for capital, especially when yields are blowing out and deficits are wide. Glad I’m not all or none.

Until we get clarity around $BTC legislation, quantum resistant upgrades, or a big print, I’m afraid we are range bound.

[BotTwiterUser @BotTwiterUser]

Bitcoin’s “boring” price action is due to it being crowded out by the “AI trade”.

Stay long
$BTC

[BotTwiterUser @BotTwiterUser]

@niccruzpatane No longer Joe Biden

[BotTwiterUser @BotTwiterUser]

@bronzebust @CozyVaporwave Because eventually the annual gains on your portfolio ( even modest, doesn’t need to be max risk on ) will exceed your W2 income. And you will feel free

[BotTwiterUser @BotTwiterUser]

Good to monitor but the Korean market is slightly over 4 Trillion. Margin debt surging now represents 0.6% of the market. Context matters

[Matthias @TheBigCycleGame]

South Korea is the canary.

KOSPI +320% since April 2025.
Margin loans at a record $24.3B — up +140% since early 2025.
In 2020, that number was $ 5B.

Retail buying stocks on leverage. Aggressively. At record levels.

Then: −10.3% in 3 sessions.
$425B in market cap gone.
Forced liquidations beginning.

This is not a data point. This is the textbook sequence in real time.

Parabolic move driven by retail margin debt →
debt reaches record →
market turns →
margin calls accelerate the decline.

Historically, international markets top before the US.
Korea could topped first.

The pattern is not new.
The speed is.

CIF: 82/90 — WARNING LEVEL ORANGE.