North Chap Sharps

Record YTD l BWD: 5-2 | Naishe: 11-4 | TMac: 12-5 | BH: 18-20-1 |EHarv: 16-12 | Yant: 13-13 | spesh: 4-5 | Poop: 6-5 l TOTAL: 83-64-1

[MLB @MLB]

Trading cards
Playing catch
Meeting your idols

This is so much more than a game. This is baseball ❤️

[Elon Musk @elonmusk]

🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸

[Jay Wright @CoachJayWright]

What a night. With the @HofstraMBB boys in Manhatten at Shaffers!!!

[North Chap Sharps @NchapSharps]

That’s how it’s done @JoeSquawk Press people the way they should be

[Jack Mallers @jackmallers]

"Crypto" is going to zero. Bitcoin is going to 1M+.

I've been working on Bitcoin since early 2013 when it was ~$50. First it was going to zero because of Silk Road. Then Mt. Gox. Then governments were going to ban it. Then it was slow technology and it was going to be crushed by all of the other coins. Then Sam Bankman-Fried and FTX were sending it to zero. Now there are new narratives. New people that are far too levered, don't understand Bitcoin, but are somehow here to fix it.

Yet, somehow, here we are. A $1T asset.

Bitcoin has been the best thing I could have poured my life into over the last 13+ years. Meanwhile, trust in governments and their ability to stop destroying the people and their purchasing power has never been worse in those same 13+ years.

At the end of the day, my advice to you: the Bitcoin journey is a hero's journey. You kill your ego. You surrender the idea that you're the all-knower of the future, the main character, and important enough to matter to this thing. Bitcoin doesn't care what you think and it doesn't need your permission. You either have the balls to build conviction in it or you don't. You built Barstool, you know this. There is no free lunch. Nobody gets paid to show up when things are easy. Life isn't charity. Participation trophies are worthless. Those that end up getting paid do so because they build something that was simply too hard for others.

Nobody has to convince you of anything. You have to convince you. If you believe in the government and their ability to not print away your purchasing power, sell us your bitcoins. If you don't and you think Bitcoin is an idea worth believing in, have some guts.

Your choice. Bitcoin has been and will continue to be successful either way. It's on a journey of its own and it will be there for you whenever you're ready.

[TheOmegaMan @TheOmegaMan7]

@scrowder Yesterday, every major Europe leader sat in rapt attention while the American President tries to stop a war they were too feckless to prevent and unable to stop....a year ago, they were trying to keep the previous occupant of the Oval Office from wandering off in a field alone.

[Murray Hill Guy @MurrayHillGuy1]

June 24th, 2026: Day in the Life of a Liberal in NYC:

• Wake up at 10:11am (unemployed)
• Check primary results before brushing teeth
• See Brad Lander, Claire Valdez, and Darializa Avila Chevalier won
• Whisper & smile “the city is finally healing”
• Post 14 IG stories celebrating. Block Jacob from highschool who posted about liberals being bad
• Caption one: “The people have spoken.”
• Caption two: “This is what progress looks like.”
• Watch Mamdani endorsement clips on 1.25x speed, nodding aggressively. Getting turned on.
• Explain how these results prove NYC is thriving
• Spend $9 on matcha, tweet about affordability
• DoorDash Sweetgreen, complain about capitalism. Eat 3 bites and am full.
• Tell everyone this is a working-class movement from your $4,200 Williamsburg apartment (paid for by dad)
• Argue with a faceless anon on Twitter until 2PM, feel heroic
• Explain that monogamy is a colonial construct
• Meet up with your polyamorous situationship for some revolutionary sex
• Return home to three roommates, two rescue dogs, and a fiddle-leaf fig
• Realize you haven’t showered or worn deodorant in a week
• Smell armpit hair, decide it’s actually healthier this way
• Post infographic about mutual aid
• Pop a weed gummy
• Fall asleep exhausted from saving New York City

[North Chap Sharps @NchapSharps]

🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸!!!

[North Chap Sharps @NchapSharps]

Elon is a Hero

[North Chap Sharps @NchapSharps]

Knicks bandwagon is disgraceful

[Anthony Pompliano 🌪 @APompliano]

The debasement of the US dollar has been highly destructive to American society.

We have young people who can't afford a home, gambling and porn ads are being shoved in our face, and a large portion of people are walking around in a state of depression or anxiety.

We went from long-term thinking and strong morals to a population of speculators who can't focus for 5 minutes.

It is all tied back to the dollar's destruction.

[Paul Bissonnette @BizNasty2point0]

This guy’s got former teammates pounding guys wives with a bun in the oven on a boat cruise and me being on dating app is a problem??? Give it a rest @RobGronkowski. It’s @roughnrowdy time. 🥊

[North Chap Sharps @NchapSharps]

Mamdani’s puppet now. A spineless jellyfish

[Governor Kathy Hochul @GovKathyHochul]

Let me paint this picture: A fairer New York City where everyone pays their part.

[Elon Musk @elonmusk]

Exactly

[Michael Dell 🇺🇸 @MichaelDell]

Without this global town square for free speech, a lot of important things never would’ve seen daylight.

Real-time information governments tried to bury. Scientific debate that was actively censored. Voices that would’ve stayed silenced forever.

Respect to @elonmusk for being the man in the arena when it actually counted. 🫡🙏

[Michael Saylor @saylor]

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC https://t.co/ifGXjMeIZH

[Flying Raven ⚡️🇺🇸 @OffshoreHODL]

A thought on Michael @saylor, $MSTR, Bitcoin, and stewardship:

One way to understand Saylor’s role is through the idea of stewardship.

He was not entrusted with everything all at once.

At the start, MicroStrategy made an initial Bitcoin allocation that, at the time, looked bold but was still limited compared to what would come later. That first move was a test of stewardship. Could he take a scarce, valuable asset, hold conviction through volatility, communicate clearly, and manage it faithfully over time?

He did.

And because he did, he was gradually trusted with more.

That is a pattern we see everywhere in life: prove faithful with a little, and over time you may be trusted with much more.

In that sense, the Bitcoin network and the capital markets have “voted” on Saylor’s trustworthiness.

Not because he is perfect.
Not because he is beyond criticism.

But because he demonstrated a rare combination of conviction, consistency, transparency, and endurance.

He took responsibility for a small treasury position.
He held through chaos.
He kept explaining the thesis.
He kept building.
And now he is stewarding a much larger pool of capital.

That is not just a financial story.
It is a moral one.

Most people think constantly about market risk.
Very few think deeply enough about human risk.

Human risk is the risk that:

* leaders abuse power
* central bankers debase currency
* politicians overspend
* institutions change the rules
* incentives become corrupt
* savers are diluted slowly and quietly

That is the hidden risk embedded in fiat systems.

Bitcoin was built to reduce exactly that kind of risk.

It does not depend on the wisdom of a small group of people.
It does not ask us to trust a committee.
It does not rely on the moral integrity of politicians.
It replaces human discretion with rules:
fixed supply,
transparent ledger,
predictable issuance,
decentralized verification.

In other words, Bitcoin is not merely an asset.

It is a monetary network designed to reduce human risk.

That is why Saylor’s role matters.

He is not just buying Bitcoin.
He is helping build a bridge for others into a system where their savings are less exposed to corruption, manipulation, and human failure.

That is a profound form of stewardship.

He is taking the trust the market gave him and using it to expand access to a more reliable store of value.
A store of value not based on promises.
Not based on politics.
Not based on money printing.
Not based on the character of central planners.

But based on rules.

And I think that is where many people misunderstand what is happening.

They think the story is:

“Saylor took a big risk on Bitcoin.”

The deeper story may be:

“Saylor proved he could steward scarce capital wisely, and in response, more capital flowed to him so he could help scale a monetary system that asks less of flawed human beings.”

That is why his work resonates with so many people.

He is not merely trying to outperform.
He is trying to re-architect trust.

He is helping build a world where people do not have to place so much blind faith in governments, bureaucrats, or monetary authorities just to preserve the value of their labor.

And that matters because human risk is everywhere, and most of it is badly underestimated.

People spend years trying to measure volatility while ignoring corruption.

They obsess over quarterly fluctuations while ignoring currency debasement.

They fear price movement while trusting broken institutions.

Bitcoin flips that equation.

It says the bigger danger is not short-term volatility.
The bigger danger is long-term exposure to human discretion inside the money itself.

Saylor was trusted with a little, proved to be a good steward, and is now trusted with much more.

But the point is bigger than Saylor.

The point is that capital is flowing toward people and systems that can reduce human risk.

And Bitcoin may be the most important system ever built for that purpose.

[Steven Fiorillo @stevenfiorillo]

As a lifelong, taxpaying New Yorker, I am extremely worried about the ramifications of the estate tax proposal on New Yorkers if it gets signed into law. I want to be clear up front; this isn't about politics for me. I'm not fighting for the billionaire class, and I'm certainly not one of them. What I am is someone who understands basic math, economics, and business, who has watched what happens when states push tax policy past the breaking point.

Here's what's on the table right now: a proposal to reduce New York’s estate tax exemption from $7.1 million down to $750,000, an 89% cut while increasing the top rate from 16% all the way to 50%. This is embedded within a batch of revenue ideas sent up to Albany to try and plug a $5.4 billion hole in the city budget.

I want to discuss who this estate tax actually hits, because it’s certainly not the ultra-rich. The ultra-rich weren’t exempt as only the first $7.1 million avoided estate taxes. A $750,000 threshold in the New York metro area is not reasonable. The median home price in New York City hit roughly $809,000. In Nassau County you're looking at $820,000. Suffolk County sits around $675,000. Westchester is $754,000. If you bought a house in the city, Nassau, or Westchester and you spent 30 years paying off that mortgage like a responsible adult, congratulations, you're now above the estate tax threshold. What’s even better is that you hit the threshold before even factoring in your 401k, life insurance, savings, a family business, or other investments.

This isn't a tax on the wealthy it’s a tax on a retired couple in Bayside who paid off their split-level. It's a tax on the family that runs a deli in Astoria and owns the building. When you force those families to come up with 50% of the value above $750,000 after someone dies, what do you think happens? They sell. They liquidate. The house goes, the business goes, and the generational wealth that took a lifetime to build disappears in a single tax event. Family businesses which are the backbone of employment in neighborhoods all over this city get gutted.

According to the State Department of Taxation and Finance's own numbers New York's tax structure is incredibly top heavy as millionaires paid 44.6% of all personal income tax collected in 2024. The top 200,000 filers covered 51.9%. The bottom half of all earners paid 0.2%. Think about how fragile that makes us. You don't need a mass exodus. You need a few thousand people to change their mailing address to Palm Beach or Austin and the budget math falls apart.

Here's the part that really gets me though. The biggest victims of "tax the rich" policies aren't the rich. The rich utilize their resources and leave once they have had enough because their resources make them mobile. The people who get crushed are the ones who stay such as teachers, firefighters, nurses, and the small business owner. They can’t simply pick up and go. The harsh reality is that when the wealthy leave and the tax base shrinks, the city still needs the same amount of money to run the subways, pay the cops and keep the lights on. So where does it come from? It comes from everyone left behind as they are forced to pay higher taxes, and higher fees.

What may bother me more is the double taxation piece. The money in someone's estate didn't just appear from thin air. They earned it and paid income tax. They invested it and paid capital gains. They bought property with it and paid property taxes every single year. They bought things and paid sales tax. Every dollar in that estate has already been taxed multiple times over the course of a lifetime. Now when they die the state wants to take half of everything above $750,000? At what point does it stop being a tax and start being confiscation? That's a genuine question I have because if you work your whole life, play by every rule, pay every tax along the way, and the government still takes half when you die what exactly was the point of saving any of it?

A $750,000 threshold doesn't catch billionaires it catches the middle class. It catches people who were never wealthy, they were just disciplined. They bought a house, they didn't sell it, they put money away for retirement, and they wanted to leave something for their kids. Punishing that with a 50% tax rate sends a very specific message: the state believes your assets belong to it first and your family second. I don't care where you fall politically that should bother you.

I'll say this very simply. When you tax people to the point where they feel targeted, they leave. When they leave the burden falls on everyone who can't. When that burden gets heavy enough, more people figure out a way to go. That's not theory, that's exactly what IRS data and Census numbers have been showing us for half a decade straight.

New York is standing at a fork in the road right now. One direction is more punitive taxation with an increasing dependence on a shrinking pool of high earners who increasingly have one foot out the door. The other direction is putting forward competitive tax policy, fiscal discipline, and creating an environment where building wealth and creating jobs isn't treated like something the government needs to punish. I know which path leads somewhere good. I just hope the people making the decisions figure it out before there's nobody left to tax.

@amitisinvesting @BillAckman @chamath @patrickbetdavid @PBDsPodcast