OG Bubble

Stocks Swing Trader & Investor. buy the dip never trip- El amor es el arte de dar libertad.

[OG Bubble @bubbleinv]

Emergency! 🚨 Donald Albaugh, a 78yo @USNavy veteran & former Pilot, is in a coma in Mexico after a traumatic brain injury. We need to fly him to San Diego for life-saving care at @DeptVetAffairs.

Please help us: https://t.co/yqoemhTUXe 🇺🇸⚓️
@UAW @NavalAviation @USNavyVets

[New Era Finance Podcast @new_era_finance]

"ETH is the fucking Microsoft operating system in crypto that the financial system will use."

Raoul Pal on why Ethereum isn't weak - it's misunderstood.

The price action looks brutal. Sentiment is broken. But Raoul argues most investors are missing where ETH actually sits in the cycle.

"This is the broadest density of talent. It has been battle tested longer than any other smart contract platform."

Full episode with @RaoulGMI of @RealVision on New Era Finance 🎙️

[BMNR Bullz @BMNRBullz]

@amitisinvesting It's going to be wild

[BuyTheDiplo @BuyTheDiplo]

Pure $BMNR hopium math:

BMNR’s “Alchemy of 5%” target is roughly 6.035M ETH.

If they get there, $BMNR becomes the closest thing the public market has to a giant Ethereum treasury + staking yield vehicle.

Now imagine $ETH wakes up again.

Assuming BMNR reaches 5% of ETH supply and share count stays around 586M, rough NAV/share looks like this:

ETH $3K = BMNR NAV/share around $32
ETH $4K = around $42
ETH $5K = around $52
ETH $6K = around $63
ETH $7K = around $73
ETH $8K = around $83
ETH $9K = around $94
ETH $10K = around $104

But that is only NAV.

In a real ETH bull cycle, treasury stocks do not always trade at 1x NAV.

They can trade at 2x, 3x, even 4x NAV if the market believes they can keep raising capital, staking ETH, increasing ETH per share, and becoming the dominant public ETH proxy.

So the dream math becomes:

ETH $3K
BMNR at 2x-4x NAV = roughly $64-$127

ETH $4K
BMNR at 2x-4x NAV = roughly $84-$168

ETH $5K
BMNR at 2x-4x NAV = roughly $105-$210

ETH $6K
BMNR at 2x-4x NAV = roughly $125-$251

ETH $7K
BMNR at 2x-4x NAV = roughly $146-$292

ETH $8K
BMNR at 2x-4x NAV = roughly $167-$333

ETH $9K
BMNR at 2x-4x NAV = roughly $187-$374

ETH $10K
BMNR at 2x-4x NAV = roughly $208-$416

That is why $BMNR gets weird.

It is not just ETH beta.

It is ETH beta + staking yield + treasury premium + reflexivity.

The reflexivity is the fun part:

If BMNR trades above NAV, they can potentially raise capital at a premium.

If they raise capital at a premium and buy more ETH, NAV/share can grow.

If NAV/share grows, the market may reward the premium again.

That is the MSTR-style loop, but for ETH.

Now $BMNU is the degenerate side quest.

$BMNU is 2x daily $BMNR.

Not 2x forever.

Daily.

That means if BMNR trends cleanly, BMNU can go absolutely vertical.

But if BMNR chops sideways, BMNU can bleed even if the long-term thesis is right.

Rough dream math from around $1 BMNU:

If BMNR goes to $60-$70, BMNU could be $10-$15+ in a clean trend.

If BMNR goes to $100-$150, BMNU could be $35-$80+.

If BMNR goes to $200+, BMNU can become a full chaos instrument.

But only if the path is clean.

A violent up/down chop can destroy the math.

Timeline for the dream:

ETH $3K-$4K: possible in a strong recovery window if ETH reclaims $2K, ETF flows return, and ETH/BTC turns.

ETH $5K-$6K: more likely during a real bull expansion where ETH reclaims ATH and institutions rotate beyond BTC.

ETH $8K-$10K: late-cycle dream scenario, probably needs ETF demand, CLARITY-style regulatory tailwinds, stablecoin/tokenization growth, staking demand, and full ETH narrative revival.

Simple read:

$ETH is the asset.

$BMNR is the public treasury vehicle.

$BMNU is the leveraged lottery ticket.

If ETH returns to beast mode and BMNR reaches 5%, the stock does not need to trade at NAV forever.

The real hopium is mNAV expansion.

That is where the numbers get stupid.

[OG Bubble @bubbleinv]

Second that.

[swamsung @dornermode]

Michael, I'm telling you right now you have a chance to become the next Satoshi. All you need to do is sneak into the Microstrategy office at night and burn every last BTC coin that MSTR holds and either rope or run away to Russia. We candle to $1m per BTC and they will be making movies and statues of you for the next millennia.

[swamsung @dornermode]

Michael, I'm telling you right now you have a chance to become the next Satoshi. All you need to do is sneak into the Microstrategy office at night and burn every last BTC coin that MSTR holds and either rope or run away to Russia. We candle to $1m per BTC and they will be making movies and statues of you for the next millennia.

[Superior @andreysuperior]

https://t.co/iefls9V0XE

[Rohit @ai_rohitt]

ANTHROPIC JUST DROPPED 13 FREE CLAUDE CERTIFICATIONS AND ALMOST NOBODY IS TALKING ABOUT IT.

Not a YouTube playlist.

Not a third-party course.

Official certifications from the team that built Claude.

Free. Forever.

Here is the full list with links:

START HERE

01. Claude 101 — Learn Claude for everyday work
https://t.co/nuKRe4nIQQ

02. AI Fluency: Frameworks and Foundations
https://t.co/ZCq5bBvfCJ

03. Introduction to Agent Skills
https://t.co/vO8GjPWa0u…

FOR DEVELOPERS

04. Building with the Claude API
https://t.co/e9e3OhXagj

05. Claude Code in Action
https://t.co/S1Qqax2ZoJ

06. Intro to Model Context Protocol
https://t.co/X3PX8lCken

07. MCP Advanced Topics
https://t.co/T6zpObreAg

FOR EDUCATION AND NONPROFITS

08. AI Fluency for Students
09. AI Fluency for Educators
10. Teaching AI Fluency
11. AI Fluency for Nonprofits

FOR ENTERPRISE

12. Claude with Amazon Bedrock
13. Claude with Google Cloud Vertex AI

13 courses. 6 skill levels. 5 audiences. 100% free forever.

The engineers getting hired at $150,000 to $300,000 to work with Claude at the highest level are learning exactly this material.

Anthropic's team just made it available to everyone.

Pro tip: Start with Claude 101 then go straight to Claude Code in Action. That is the fastest path from beginner to builder.

Bookmark this before you pay for another AI course.

Follow @ai_rohitt for every Anthropic resource that compounds your skills the moment it drops.

[OG Bubble @bubbleinv]

Roll your path to freedom…

[Jil Theo @theo_jil]

I'm 55.

If you're in your 30s or 40s, read this:

1. Marriage won’t fix loneliness. Neither will kids, money, or sex.

[Kawsar @Kawsar_Ai]

GOODBYE, FUND MANAGERS. GOODBYE, BLOOMBERG TERMINAL.

No more $24,000/year subscriptions.
Claude just turned my laptop into a private quant analyst.

Here are 07 prompts to build your own hedge fund at home ↓

[OG Bubble @bubbleinv]

ethereum:native have they grabbed enough liquidity yet? Can we have the last dump now?

[Aurora Martel @AuroraMar1eL]

Stop telling Claude, "do this."
Stop telling Claude, "write code."
Stop telling Claude, "fix this error."

You're actually treating a senior AI like a junior intern.
Here are 8 prompts you can copy and paste directly:

[Aaron Dishner @MooninPapa]

I think May and June could be brutal for crypto, and in this video I walk through exactly why I still believe BTC could push all the way down to $38,555 before this bear market leg is done. The core of the argument comes from the crypto calendar and how the last real bottom years behaved, especially when you compare monthly closes with the full wick-to-wick volatility inside those candles.

I break down what those historical averages imply for BTC first, then apply the same lens to ETH and the broader market. The important point is not just that monthly closes could be red. It is that the intramonth volatility can get much uglier than the close alone suggests, which is why a move that looks manageable on paper can still feel like a bloodbath in real time.

I also zoom out to TOTALES and the smaller-cap market to show how deep the damage could go if the same kind of bear-market behavior repeats. That is where the opportunity comes in too. If this forecast is even directionally right, the next two months could create some of the best accumulation windows of the cycle, but only for people who stay patient, think probabilistically, and avoid pretending projections are guarantees.

The biggest takeaway is that this is a forecast, not a certainty. July has historically looked stronger, but I do not treat that as proof the full bottom is in. Right now I am using the best historical data we have to map the downside, prepare for volatility, and think ahead instead of reacting after the damage is already done.

Crypto Calendar:
https://t.co/iQ6IXKoKZ0

Chapters:
00:00 Bitcoin to $38,555 by June?
01:48 BTC May and June historical forecast
03:19 Bitcoin volatility and lower wick projections
06:40 June could be even worse for BTC
10:47 Why this data comes from The Better Traders Club
12:34 Ethereum May and June forecast
15:30 ETH volatility and the $1,000 target
20:02 What TOTALES shows about the whole crypto market
23:29 TOTALES May and June downside projections
27:04 TOTALES vs TOTALLY50 vs TOTALLY100 explained
31:39 TOTALLY50 forecast and mid-cap risk
34:51 TOTALLY100 forecast and smaller-cap risk
36:21 Why July could bring a bounce
37:40 These are projections, not guarantees
40:02 How traders should prepare
41:48 Trading volatility and final thoughts

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[Noah @antibearthesis]

“CLAUDE I ASKED YOU 3 TIMES AND YOU KEEP GETTING IT WRONG, FIND ME THE NEXT $NVDA AT $11 THINK LIKE NANCY PELOSI AND FIX THIS NO MISTAKES”

[OG Bubble @bubbleinv]

@optionscjp I Am but with less capital

[Evan Luthra @EvanLuthra]

Anthropic pays engineers $750,000+ a year to understand how LLMs work.

Stanford just put a 2 hour lecture that covers 80% of it for FREE.

Bookmark this. Give it 2 hours today.

It might be the highest ROI thing you do this month: