Matthew Devine

[Alex 👽 @AlexesNakamoto]

Cramer’s reverse indicator remains undefeated.

[Luke Gromen @LukeGromen]

We kicked the 2000 crash up to the housing market.

We kicked the 2008 crash up to the UST market.

We kicked the 2020 crash up to the USD.

This means whenever the next crisis starts, we will see stocks rise in USD (blue) but fall in gold (red)...as has happened since 4q21👇:

@andrewrsorkin

[Matthew Devine @MattCDevine]

@AdamBLiv @AngryBuhda You would think MSTR would start violently moving up when BTC starts moving up. Yesterdays price action was puzzling to say the least

[Matthew Devine @MattCDevine]

I agree with all of your thoughts.

STRC will likely continue this pace especially after the dividend is paid. Have a feeling a bunch of people will re-invest their dividend back into STRC which will allow Saylor to buy even more BTC via STRC ATM next week.

I guess today was just super surprising since BTC was up 2% & MSTR was basically flat vs. being up 4-6%. Don't know if it's expiration friday or someone is super short.

Gotta believe that MSTR's mNAV will expand to 1.2-2 when BTC rips which makes MSTR @ 128 ish extremely cheap today. It could run to $200 when BTC goes back to 85-90k and thats just with mNAV being at 1.2-1.5.

MSTR could do one of those 40-200% moves before June. Just looking at Jan 24-March 24 return.

[Matthew Devine @MattCDevine]

They are already adding to the balance sheet. This would be something else in additional to. Since I don’t think Powell is going to bend the knee to Trump especially after his comments from the last FOMC meeting. That’s why I think it’s Bessent that has to announce something new to more liquidity

[Matthew Devine @MattCDevine]

@LawrenceLepard @LukeOlympus $MSTR

[Handre @Handre]

The Federal Reserve's balance sheet has grown from $800 billion to over $9 trillion in just 15 years — an 11x increase that represents the most aggressive monetary experiment in human history. This isn't gradual policy adjustment; it's the complete abandonment of sound money principles that took centuries to establish.

When Lehman Brothers collapsed in 2008, the Fed printed $1.75 trillion for QE1, claiming it was a temporary emergency measure. But temporary became permanent, and emergency became standard operating procedure. QE2, QE3, and the 2020 pandemic response each shattered previous records. The $4.5 trillion printed in 2020 alone exceeded the Fed's entire balance sheet from just two years prior.

And here's what's remarkable: despite creating more dollars in 15 years than in the previous 95 years of the Fed's existence, we're told inflation is "transitory" and under control. Every asset from stocks to real estate to art has inflated to historic highs, yet the official CPI barely budges. The purchasing power destruction is hidden in plain sight — your salary buys less house, less education, less healthcare, but somehow prices are "stable."

This monetary debasement isn't economics; it's alchemy. The belief that prosperity can be printed into existence while production remains constant defies every lesson history has taught us about currency destruction.

[Chris Mad Dog Russo @MadDogUnleashed]

This is why I can’t take the @NBA seriously! Try hosting with appendicitis then tell me about load management!!!

[Matthew Devine @MattCDevine]

@zerohedge @saylor

[Hendrix @Reaver___]

what's really wild is the actors all leave this scene in order of death in real life

[Matthew Devine @MattCDevine]

@BillSimmons Open Range

[Matthew Devine @MattCDevine]

@Blutman27

[Robert (infra 🏛️⌛️) @infraa_]

@wclemente Yep, this one highlights it even better probably (equally devastating)

[cinesthetic. @TheCinesthetic]

Mad Men (2007–2015) is a masterpiece about the hunger that keeps people alive even while it destroys them. Every episode strips another layer from a country pretending it’s perfect.

[Barstool Sports @barstoolsports]

Caleb Williams going to town on that cheese grater

[MLFootball @MLFootball]

CALEB WILLIAMS GRATING CHEESE ON LIVE TV IS DIABOLICAL.

😭😭😭

LEGENDARY.

[Timeless Sports @timelesssports_]

2001.

[Matthew Devine @MattCDevine]

@infraa_ Money supply up 8-10%. S&P up 12% against wages. Millions of people only just got a 3% wage increase for living standards lol. Why work for a wage that’s falling behind inflation you know the stuff you actually acquire plus in a money losing value. Got BTC?