Ron Bodhorn

Long $MSTR $TSLA $SPCX

[Ron Bodhorn @RBodhorn]

Mitch McConnell @SenMcConnell

Kidnapped?

Rehab at home?

Back in the hospital?

We deserve #ProofOfLife !

[Ron Bodhorn @RBodhorn]

@stevenmarkryan What would you be doing if Elon and his companies didn’t exist?

[Ron Bodhorn @RBodhorn]

@GrantCardone too bad the public is not going to see it!

Revenue is not good!

[Ron Bodhorn @RBodhorn]

@grok Is this where you are heading?

[Dave Lee @davelee]

I'm starting to think Anthropic has no image generation model on purpose.

Future models won't need one. Instead of guessing pixels, they'll write the code that draws the image: SVG for graphics, HTML for layouts, Python for charts, 3D engines for realistic scenes.

Images made from code are precise and editable, and the text is always right.
The obvious pushback is photorealism. But movies and video games already create realistic images entirely from code. A model good enough at driving those tools gets there too.

Why build an image model when your coding model can become one?

[Ron Bodhorn @RBodhorn]

@JeffBooth
Everything goes to Zero!

[PlanB @100trillionUSD]

You used to pay $1,000/m for bitcoin metrics.

That era is over.

BlockHorizon is 100% free:

✅ 150+ charts (MVRV, NUPL, Realized etc)
✅ Full history
✅ Unlimited alerts
✅ CSV / XLS / JSON data downloads

BTC $86k is sitting on 2-year realized price
👉 https://t.co/WGsyMg0UO2

[Ron Bodhorn @RBodhorn]

@glassnode NGU!

[Ron Bodhorn @RBodhorn]

@stevenmarkryan Only 6 notifications? Are you slacking??

[Ron Bodhorn @RBodhorn]

@GrantCardone When we bought our first house, (1979), mortgage interest rates climbed fast to 14%, when we sold we had an assumable mortgage @ 8.5%.

Those were the days!

[Ron Bodhorn @RBodhorn]

@phongle @saylor

Worth a read!

[Chris Millas @ChrisMMillas]

While $BTC has been in a bear market for most of the last ~18 months, global liquidity has been expanding.

This is essential to understand because global liquidity ultimately drives asset prices.

Digital Credit is still in its infancy and will take many years to fully mature.

So when $BTC enters a bear market while global liquidity is simultaneously contacting, three things will become very obvious:

1. Why maintaining large USD liquidity reserves is essential for covering an extended period of interest and dividend obligations.

2. Why maintaining USD liquidity is essential for buying back preferred securities when they trade below par.

3. Why the entire capital structure needs to be designed to survive not just normal market conditions but ALL market conditions.

The upside and the downside need to be thought about equally.

My concern is that too many people are giving too much attention on the upside and too little attention on the downside.

For a Bitcoin Treasury Company built around Digital Credit, the #1 priority is to protect the downside and preserve the long-term integrity of the company.

Protecting the downside is ultimately what gives you the foundation, the resiliency and the freedom to continue creating value on the upside.

You will always have opportunities to create value over time.

But it only takes one event or one instance of excessive risk-taking to destroy the company completely.

To put all of this very simply, it is better to have excess liquidity and not need it than to need the excess liquidity and not have it.

[Ron Bodhorn @RBodhorn]

@MarindaVannoy1 That's a lot of bacon!

[Ron Bodhorn @RBodhorn]

@MikeBenzCyber What does this mean for 2028 here?

[Ron Bodhorn @RBodhorn]

I did that as well as getting my CDL when I turned 18

[Catturd ™ @catturd2]

Everyone I knew when I was growing up, got their driver's license the day they turned 16, if the DMV was open that day.

[Ron Bodhorn @RBodhorn]

This so true.

Make it go VIRAL!

[Mandy @MarindaVannoy1]

Voting for a Democrat is like taking food out of your child’s mouth and giving it to an illegal alien. It means voting for open borders, which leads to human trafficking and overwhelms our classrooms, healthcare system, and infrastructure. It is a vote for censored speech.

[Ron Bodhorn @RBodhorn]

@ChrisMMillas Nice catch!

[Ron Bodhorn @RBodhorn]

@TedNugent And a failed execution is put on life support!

[Ron Bodhorn @RBodhorn]

@Jason Betting on the rabbit!

[Ron Bodhorn @RBodhorn]

@catturd2 They forgot to let her fill out a DNR!

[Ron Bodhorn @RBodhorn]

@catturd2 Get your dinghy ready!

[Ron Bodhorn @RBodhorn]

@KatieMiller Smoke > Fire!

[Ron Bodhorn @RBodhorn]

@catturd2 Batten down the hatches!

Take a trip inland!

[Ron Bodhorn @RBodhorn]

@GrantCardone Whatever goes up will come down!