CapDavan

less is more

[CapDavan @CapDavan]

@matthew_sigel @grok who is the author

[CapDavan @CapDavan]

@Rory_Johnston Where do you think we land on Monday

[CapDavan @CapDavan]

@Amena__Bakr They are going to increase production 400kbpd you think?

[CapDavan @CapDavan]

@USAEnergyNatGas What’s your view?

[CapDavan @CapDavan]

@rdd147 Who haven’t they paid?

[CapDavan @CapDavan]

@RothCRE Please send

[CapDavan @CapDavan]

l

[CapDavan @CapDavan]

@TiffanyFong_ Why doesn’t Elon get you a better hotel room?

[CapDavan @CapDavan]

@BrianGitt @d51mmons why does your watts / GPU assumption go up over time?

it should be going down given reasonable efficiency advancements

[CapDavan @CapDavan]

@GringoInvesting I agree with you in general but you’re conflating legacy eagle ford with the new wells in the west eagle ford being drilled by EOG which is effectively a gas play

[CapDavan @CapDavan]

@dampedspring Andy - I think you need to revise this to include the projected deficits

Deficits are a use of reserves from the RRP as they delivery more treasuries into the system

[CapDavan @CapDavan]

@dampedspring Andy — do you have an audited track record?

[CapDavan @CapDavan]

@sonicthehedgor Uhh how does the brokerage buy the BTC? Needs to point to an exchange