ExecutiveBurrito

[ExecutiveBurrito @ExecBurrito]

wow bitcoin didn't explode through the 200MA the first time it made contact in half a year omg it's over sell everything

[soothsayer @iamasoothsayer]

2023: Corona ended
2026: Hantavirus

[The Kobeissi Letter @KobeissiLetter]

BREAKING: According to our analysis, ~$920 million worth of crude oil shorts were taken 70 minutes before an Axios report claimed the US and Iran were near a "14-point" deal to end the war.

At 3:40 AM ET today, nearly 10,000 contracts worth of crude oil shorts were taken without any major news.

This is equivalent to ~$920 million in notional value, an unusually large trade for 3:40 AM ET.

At 4:50 AM ET, just 70 minutes later, Axios reported that the US is "close" to a "memorandum of understanding" to end the Iran War.

By 7:00 AM ET, oil prices had fallen over -12% with these crude oil shorts gaining approximately +$125 million.

Minutes later, Iran launched the "Persian Gulf Strait Authority" and oil prices surged +8%.

What just happened?

[ExecutiveBurrito @ExecBurrito]

The disconnect between what Trump is saying and the reality on the ground could be explained by a belief in the power of positive thinking/law of attraction. He’s straight up trying to manifest the outcome he wants. Sounds crazy, but it would explain a lot.

[Peter Girnus 🦅 @gothburz]

I am a Web3 Ambassador at World Liberty Financial.

There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."

600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.

The distance is my best work.

I am the reason these events are unrelated.

World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.

Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.

Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.

Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.

Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.

Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.

On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.

The team page lists 3 Witkoffs. All 3 are Co-Founders.

Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.

His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.

The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.

Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.

On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.

Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.

600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.

A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.

My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.

The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.

I am the reason these events are unrelated.

[ExecutiveBurrito @ExecBurrito]

Well, here we are again.

[WAR @warsurv]

🚨 BREAKING – MASSIVE US BUILDUP

Reuters: The United States has now deployed more than 50,000 troops across the Middle East, with numbers continuing to surge. Thousands of Marines are being rapidly transferred from San Diego straight into the region.

📌 Anyone who thinks President Trump sent this entire armada — fleets, Marines, and all — just to accept a truce with Iran is completely delusional.

A full-scale ground intervention is coming. No doubt about it.

[TCN @TCNetwork]

Tucker Carlson responds to Netanyahu’s terror attack on Beirut that destroyed Trump’s ceasefire.

[Zeinab Ghasemi Tari @Gh_Tari]

Iran’s government asks people to stay away from power stations and bridges for their own safety. Yet crowds keep pouring in, vowing to “defend their country or die with it.”

Never have I felt so proud to be Iranian.

[Prem Thakker @prem_thakker]

Don’t worry there’s gonna be an article 2 weeks from now saying how JD Vance was privately “uncomfortable with the president’s escalating rhetoric”

[Ryan Grim @ryangrim]

This is a courage and a confidence in Trump’s humanity that I frankly don’t have. Moving display.

[Clash Report @clashreport]

A human chain has been formed on the White Bridge in Ahvaz, Iran.

[ExecutiveBurrito @ExecBurrito]

Trump openly stating he will bomb Iran's power plants. Iran openly stating they will destroy gulf infrastructure in response.

I've seen some retarded takes over the last month but I think people are gradually starting to wake up to the severity of this.

[ExecutiveBurrito @ExecBurrito]

Every day after the market closes and I hear the next batshit crazy piece of news, I just wish I'd sold more stocks and bought more commodities.

[ExecutiveBurrito @ExecBurrito]

Thesis (probably wrong): Energy costs rise like a mfer, miners die and capitulate (if they haven't already), that's the low, high production cost set high floor price. In essence this dumbass war and higher energy prices cause bitcoin to bottom out higher than expected.

[ExecutiveBurrito @ExecBurrito]

Feels kinda like January 2020. Bad shit going down. Economic impacts incoming, like a tidal wave off in the distance. People seem only vaguely aware, unsettled but uncertain of what to do.

[ExecutiveBurrito @ExecBurrito]

Back at 71K, the 50% level of this cycle. Can BTC hold it?

[ExecutiveBurrito @ExecBurrito]

US not in control of the Iran situation, can't reopen strait, infrastructure damage/backlog will have long-lasting impacts. However, Iran is allowing neutral countries through and will try to peel off US allies with this leverage. How will markets digest this situation?

[ExecutiveBurrito @ExecBurrito]

If bitcoin closes the day back above 73K to fully engulf yesterday's insane dump... jesus fucking christ.

Like, how do you even explain this market to normal people?

[ExecutiveBurrito @ExecBurrito]

See ya'll at $71K.