Ken Hayes

Investing in People - Upgrading Lives

[Ken Hayes @CoachKenHayes]

@balajis @simon_ree You supported this 🤡 of a President, @balajis

[Just Jack @7Veritas4]

“The forest was shrinking but the trees kept voting for the axe, for the axe was clever and convinced the trees that because his handle was made of wood he was one of them.”

[Ken Hayes @CoachKenHayes]

@Codie_Sanchez Well, if so you can’t be a Trump supporter.

[Ken Hayes @CoachKenHayes]

@RaoulGMI HBD, Raoul! Thanks for the work you do to create thoughtful, well-supported content. I’ve found it helpful.

[Ken Hayes @CoachKenHayes]

Bars

[Bob Kendall (The Kendall Report) @PortfolioXpert]

So here’s the issue you get influencers like this guy have a quarter million followers and they claim they don’t know why it is declining… it’s because they don’t understand basic mechanics of price discovery.

They don’t understand that the marginal buyers or the float determines price they think the onchain bitcoin is that is the price discovery

Well, it was once upon a time but now..

Once you can synthetically manufacture the supply, the asset is no longer scarce and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.

This is exactly what has happened to Bitcoin.

This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.

The original premise that no longer exists

Bitcoin’s entire valuation logic was built on finite supply (21M) and inability to be rehypothecated.

That died the moment:
•Cash-settled futures
•Perpetual swaps
•Options
•ETFs
•Prime broker lending
•Wrapped BTC
•Total return swaps

were layered on top of the chain.

From that moment forward:

Bitcoin supply became theoretically infinite.

Not on-chain in price discovery.

The metric that explains the collapse

Synthetic Float Ratio (SFR)

Once you can synthetically manufacture the supply, the asset is no longer scarce — and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.

That is exactly what has happened to Bitcoin.

This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.

Why Wall Street can now “trade against” Bitcoin

They do exactly what they’ve done in every commodity market:
1.Create unlimited paper BTC
2.Short into rallies
3.Force liquidations
4.Cover lower
5.Repeat

They are not “betting” — they are manufacturing inventory.

The same 1 BTC can now support:
•An ETF unit
•A futures contract
•A perpetual swap
•An options delta
•A broker loan
•A structured note

All at once.

That is six claims on one coin.

That is not a market.
That is a fractional reserve price system.

[Derek Thompson @DKThomp]

Even if you take the conservative defense of each ICE killing, you’re left with “We haphazardly scaled up a poorly trained police force to storm into neighborhoods that voted against the president, where we antagonize the local population until someone resists arrest, and then we kill them,” which is morally horrendous on top of being an absurd way to do immigration policy.

[Ken Hayes @CoachKenHayes]

@Rate_the_Refs I like Herbie in general - this is a complete cop-out from him 👎

[Sr. Mary Joseph Calore, SSCJ @sscjusa]

From: Derek Mosley, JD - Director at Marquette University Law School - Lubar Center for Public Policy Research & Civic Education

To the mom in Minneapolis yesterday who ran barefoot toward the school — shoes in hand, fear in her heart — millions of moms around the world were running with you.
We may not know your name, but we know your soul.
Because every mom saw themselves in you today.
The desperate sprint. The shaking hands. The prayer that their child is safe.
You ran toward the unthinkable because that’s what moms do — love makes us run through fear. And while you carried your shoes, you carried the weight of every parent who has ever whispered, “Please, not my baby.”
We shouldn’t have to run like this. Not in our neighborhoods, not to our children’s schools. Yet here we are — another day, another headline, another broken piece of our hearts.
But please know this: you weren’t alone. Every mom, every dad, every human who still believes children deserve safety and innocence — we were running with you.
PC: @Richard Tsong-Taatarii / @rtsongphoto of the Star Tribune

[Ken Hayes @CoachKenHayes]

@DanV429 @Grammarly “Superhuman” is a pretty awesome name to own… 🤷🏻‍♂️

[Republicans against Trump @RpsAgainstTrump]

Almost like someone had advance notice from inside Trump’s inner circle. Truly the golden age of corruption.

[Sheryl Gay Stolberg @SherylNYT]

BREAKING: Friday night massacre underway at CDC. Dozens of "disease detectives," high-level scientists, entire Washington staff and editors of the MMWR (Morbidity and Mortality Weekly Report) have all been RIFed and received the following notice:

[Ken Hayes @CoachKenHayes]

@Tony_BATtista @VigilantFox @tony Yeah… you’re prob SO right - if Kamala were elected, the State of Illinois would definitely be being invaded by the Federal Government right now.
Great call, Tony - it’s such a great time to relax.

[Ken Hayes @CoachKenHayes]

@Tony_BATtista @VigilantFox @tony Yep, & you keep cheering for the people who tie up kids & put them in cages. That tells us everything we need to know.

[Ken Hayes @CoachKenHayes]

@VigilantFox @Tony_BATtista @tony VERY bad job outta you

[Ken Hayes @CoachKenHayes]

@VigilantFox @Tony_BATtista @tony You think things are going swell w/ your a-hole Trump? Your guy is a a DISGRACE…. Kamala is far from perfect, but she wouldn’t have sent goons to beat up senior citizens…. You boot-lick for a Coward. Thanks for making my decision about being a Tasty customer a lot easier:

[Ken Hayes @CoachKenHayes]

@Chiefs @PatrickMahomes If the look he was going for was “Douche” - mission accomplished.

[Ken Hayes @CoachKenHayes]

@hubermanlab Way to say nothing - so very helpful to everyone

[Garry Kasparov @Kasparov63]

She confirmed that her boss wanted to use state power for his personal vendettas.