TheMoneyRebel

Engineer, Investor, Degen, Rebel
FI/RE, Bitcoin, MSTR, Stocks,
Options, Prediction Markets, Poker
NFA

[Simon Gerovich @gerovich]

In August 2020, a $1 billion software company put $250 million of bitcoin on its balance sheet. It was the first public company in the world to do it, and most people thought it was a stunt.

Six months later, after the stock had risen tenfold, the same people called it visionary. Less than two years after that, with the stock down nearly 90%, they called it a failed experiment. A gamble that didn't pay. My friend Michael and the people around him were ridiculed for their vision.

Through all of it, only one number moved in a single direction. The company owned more bitcoin at the bottom than it had at the top.

Today it owns 843,775 BTC, worth over $50 billion, and the same arguments are being made again.

The market changed its mind four times in six years. The underlying thesis did not.

Study the greatest investors and entrepreneurs and this is always where the asymmetry sits: in the one thing everyone needs, almost nobody understands, and most people have already written off. $BTC

[TheMoneyRebel @themoneyrebel]

@WatcherGuru What about the other 10s of Millions of Americans who are not Donald Trump and own crypto assets? What about them?

[TheMoneyRebel @themoneyrebel]

@crypto_condom I agree.

The big pump in Crypto will come when everyone realizes the Fed+Treasury need to bail out the AI capex ponzi.

[Senator Bill Hagerty @SenatorHagerty]

The time for CLARITY is now.

America needs clear rules of the road for digital assets that protect consumers, support innovation, and keep jobs and investment here in America. Let’s get it across the finish line.

[Senator Cynthia Lummis @SenLummis]

Nancy Pelosi made millions off stock trades in Congress and fought a trading ban for years. President Trump is voluntarily binding himself to the Clarity Act's conflict-of-interest rules on digital assets in ways she'd never apply to her own bottom line. Ask yourself who actually believes in accountability.

[TheMoneyRebel @themoneyrebel]

@JohnKandy9 @tphillips 🎯 It's sad this has become a political football

[TheMoneyRebel @themoneyrebel]

@puckrin Is there any state AG enforcement on ethics for stocks and options?

No? Then why should crypto have special rules?

[TheMoneyRebel @themoneyrebel]

@SenLummis How can you argue with this when stocks and options are basically open season for government officials to game?

This is way more restrictive than that. Time to pass the bill.

[TheMoneyRebel @themoneyrebel]

@BitcoinMagazine I don't see how the Senate Dems can argue with this. Time to pass the bill.

[TheMoneyRebel @themoneyrebel]

@EventWavesIO The first step to making money in mention markets is to lose money in mention markets

[TheMoneyRebel @themoneyrebel]

@matteopelleg Len Sassaman

[TheMoneyRebel @themoneyrebel]

@QueensMaven @Barchart Yes. You have to respect the degen spirit

[Paul Graham @paulg]

No matter which party is power, they can't stop spending.

[Chris Lakin @chrislakin]

@mattgoldenberg

[TheMoneyRebel @themoneyrebel]

@hillery_dan They should sell options on a small, ~5-10% of their $BTC stack to do the buybacks.

There's your infinite, self-reflexive demand.

[TheMoneyRebel @themoneyrebel]

@PredMTrader And a British catboy autist 10x'ed this guy.

Autism >>> Insider trading in prediction markets

[TheMoneyRebel @themoneyrebel]

@TeddyBitcoins I think the number is less than 21, but this is exactly what I do (+selling $MSTR calls, which have even more options juice)

[TheMoneyRebel @themoneyrebel]

@ZynxBTC @LynAldenContact And one of the smartest people in the space to run it.

I think this will become one of the top Bitcoin treasuries over time.

[Rothmus 🏴 @Rothmus]

Grok’s answer for comparison.

Maximally truth-seeking. Unfathomably based. Passing the Galileo test with flying colors.