Alex Eisenbarth

Daily allocation updates @ 4:15 ET
Here to connect with BTC treasuries
🇨🇦 CFA ex family office 2014-2026

[Alex Eisenbarth @baskinen2]

most people think bitcoin is about entries.

it's actually about sizing exposure (May 31, 2026)

[Alex Eisenbarth @baskinen2]

@incognitoparker gangster

[Alex Eisenbarth @baskinen2]

@AgentZero that merc is dirty

[Alex Eisenbarth @baskinen2]

@lifeofsplashh tbh just summer in Canada

[Alex Eisenbarth @baskinen2]

@ChinaFudYing Sick ride

[Alex Eisenbarth @baskinen2]

@calebcanales_ sick ride

[Alex Eisenbarth @baskinen2]

@FattyNatsu where’s it at?

[Alex Eisenbarth @baskinen2]

@Barchart burn the mascot point in the cycle

[Alex Eisenbarth @baskinen2]

@badattrading_ the market spent a decade teaching people that every seller gets rescued, saylor took it a little too far

[Alex Eisenbarth @baskinen2]

@AndreaCapellin4 people anchor to prior cycles because accepting regime change is emotionally difficult.

it could go down, and it may not be the same.

[Alex Eisenbarth @baskinen2]

@cozypront capitulation rallies sound smart but you're really just hoping the shorts will stop pressing

[Alex Eisenbarth @baskinen2]

@Coinvo every cycle ends with people blaming the mascot instead of the leverage they cheered for

[Alex Eisenbarth @baskinen2]

@AlexJonesIA on the way up it is the future of finance and on the way down it's just a leveraged holding company

[Alex Eisenbarth @baskinen2]

@Anonymou5____ the 200 ma works until an entire cycle is built on leveraged corporate accumulation and ETF reflexivity ... and then that narrative pops.

[Alex Eisenbarth @baskinen2]

@FinanceLancelot I don't know man. I ran a sleeve at a FO and now want to connect with btc treasuries. It's a job not an ideology.

[Alex Eisenbarth @baskinen2]

@ShawnCT_ in that time they started expanding the balance sheet again, which is something I never thought they would do.

[Alex Eisenbarth @baskinen2]

@GMartin_0 RSI works better as a measure of persistence than exhaustion. oversold naturally assumes trend reverse while while trend participants see a market unable to attract aggressive bids.

double edged sword depending on perspective.

[Alex Eisenbarth @baskinen2]

@leadlagreport it's more about his inability to re-fi even though he's cov lite.

[Alex Eisenbarth @baskinen2]

@leadlagreport @saylor they might not margin call him but he will not be able to perpetually raise. there is no magic money machine

[Alex Eisenbarth @baskinen2]

@great_martis downside targets tend to expand with panic, let's see.