Charlsy

Trader & Investor, Technical Analyst. Bitcoin proponent since 2013. Photographer, ocean lover, sailor, parent. I also cook. Compago is Latin for "join together"

[Charlsy @compago]

After 6 years, this is still one of the best introductions to #bitcoin for beginners to intermediates. Even useful to experts with some great insight. https://t.co/OjOLxkICUN

[Lin @Speculator_io]

In a few years all high-bandwidth interconnects in data centers will be optical.

That's why photonics has become one of the most important AI infrastructure themes:

$SIVE Sivers Semiconductors +2290.36%
$IQE IQE +1088.21%
$SOl Soitec +455.58%
$AXTI AXT Inc +437.44%
$AAOI Applied Optoelectronics +371.06%
$AEHR Aehr Test Systems +328.79%
$OPTX Syntec Optics +303.10%
$ALRIB Riber +268.57%
$MRVL Marvell Technology +254.92%
$UMC United Microelectronics +249.87%
$AIXA Aixtron +248.64%
$LWLG Lightwave Logic +208.62%
$WOLF Wolfspeed +196.25%
$VIAV Viavi Solutions +193.30%

[Charlsy @compago]

Insane $SMH options play https://t.co/31NDNTLQzr

[Charlsy @compago]

@MrMoonTrain Nice! Ace Frehly?!

[Charlsy @compago]

@charliebilello I'm thinking "Flying Car" strategy more than anything, and who's on the realistic short list for that: Tesla/SpaceX or BYD? Huawei? Apple?

We're what, 5 years out? 7? I don't care about Mars, I want regional flying public and private transportation.

[Charlsy @compago]

@CheddarFlow $55!!

[Lin @Speculator_io]

SpaceX → Scheduled to go public on June 12th

OpenAI → Scheduled to go public as early as September

Anthropic → Scheduled to go public as early as November

[Nick Stewart @NStewWX]

The flash density product really shows this anomalous "flash" which is pretty distinctive of a bolide/meteor reentry. east of Boston. This is the likely source of the loud boom/explosion.

[Charlsy @compago]

@elonmusk A 2-door cab?

[Phosphen @phosphenq]

This 1956 Bell Labs paper is the foundation of every $1B hedge fund.

A blackjack player used it to make $800,000,000. Renaissance, Citadel & Jane Street still run on it.

10 pages. The single most useful research paper you can find in open access. Bookmark & read tonight.

[Charlsy @compago]

@CheddarFlow Important observation. Not even close to the 90s, completely different landscapes, climate, valuations, debt, int rates and oh wow we now have the internet and a "tech sector" 1.0... but yes AI is booming and China is in 2036

[Peter Girnus 🦅 @gothburz]

I am the Executive Vice President of the Trump Organization. I am visiting China this week in a personal capacity as a supportive son.

Normal people visit their mothers in a personal capacity. Normal people attend funerals in a personal capacity. I do it beside sixteen CEOs, five billionaires worth $870 billion, and a 500-aircraft Boeing order being finalized with Beijing during the trip. Goldman Sachs. Citigroup. Mastercard. Visa. Tim Cook. Larry Fink. Stephen Schwarzman.

In a personal capacity.

I am also the Chief Strategy Officer of American Bitcoin. My qualifications for this role include mowing lawns on my father's golf courses, laying tile at his properties, and serving as a boardroom judge on The Apprentice from 2010 to 2015. I have no documented experience in cryptocurrency, blockchain, or Bitcoin mining. My stake in American Bitcoin alone was worth $548 million by September 2025 — eight months into my father's second term.

We purchased 16,000 Bitmain mining rigs for $314 million. Bitmain is Chinese. Bitmain is headquartered in Beijing. Beijing is where I am visiting in a personal capacity. In March we bought 11,298 more. The terms were "unusual" — hundreds of millions in equipment for "future considerations." I'm not sure what "future considerations" means in this context, especially when your father sets the tariff rate on your supplier's home country. I can tell you it is not a "conflict of interest." It is a "supply chain relationship."

On May 12, the day I boarded this plane, my father announced a trade agreement with China. Tariffs on Chinese goods dropped from 145 percent to 30 percent. That is a 115-point reduction on the country that manufactures my equipment, announced the same day I flew there. I did not know. I did not ask. I did not need to ask.

My family owns 60 percent of World Liberty Financial. We receive 75 percent of every token sold. The New Yorker's running total is $4.2 billion. Politico documented $12.9 billion in trading volume. Let me tell you about our team.

My brother Barron is our "DeFi visionary." He was eighteen years old. His prior experience is being tall.

My brother Don is "Web3 Ambassador." His prior experience is selling condos and shooting elephants.

I handle "strategic planning." My prior experience is tile.

My brother-in-law Jared received $2 billion from the Saudi sovereign wealth fund six months after leaving the White House. The fund's own advisory panel flagged his "lack of private equity experience" and called the due diligence results "unsatisfactory." They gave him the money anyway.

My sister Ivanka received Chinese government approval for 16 trademarks during my father's first term. The categories included handbags, sunglasses, perfume, baby blankets, and voting machines. Voting machines. From China. While her father was president. That is not "corruption." That is "brand diversification."

My father spent four years on Hunter Biden. Four years. The charge: Hunter sat on the board of Burisma for $83,000 a month with no energy experience. My father called it the greatest corruption in American political history. He withheld $391 million in military aid to Ukraine to pressure an investigation. He was impeached for it. He did it again. A special counsel was appointed. Total cost to taxpayers: millions. Total Hunter earnings: $11 million over five years.

Let me do the math my father never did.

Hunter Biden made $6,027 per day. My family makes $8.75 million per day. That is 1,451 times Hunter's rate. We earn his entire five-year scandal every thirty hours.

Hunter had no energy experience. I have no crypto experience. Hunter sat on one board. I run the operation. Hunter met one banker for a coffee. I sit on Air Force One beside $870 billion negotiating with the country that manufactures my equipment.

But here is the part that makes me proud.

We launched a cryptocurrency in my father's name. It peaked at $73. It trades today at $2.43. Retail investors lost 95 percent of their money. We collected $400 million in transaction fees regardless of price. We hosted a dinner — the top 220 holders gained entry by holding enough of my father's coin. The top 29 received a champagne toast with the President of the United States. Price of admission: approximately $3.28 million in tokens. A public school teacher earns $3.28 million in 47 years. We call that "community engagement." Not "selling access." Access is what Hunter Biden sold for a cup of coffee.

Three days before I boarded this plane to Beijing, our team moved $12 million in memecoin assets to custody platforms. Routine. Unrelated. Everything is unrelated to everything.

In a personal capacity.

On January 24, 2025 — four days after the inauguration — my father fired seventeen inspectors general in a single night. Without explanation. Without notice to Congress. Seventeen. The people whose job is to look. He removed them all at once and no one replaced them. There is no inspector general for a son's "personal capacity." There is no disclosure form for love. There is no ethics office for a champagne toast priced at $3.28 million. He didn't bend the guardrails. He fired the people who hold them.

He built that. I fly in on it. $4.2 billion at cruising altitude. Every thirty hours, another Hunter Biden.

Hunter Biden got a special counsel for a cup of coffee and a board seat that paid less per month than one champagne toast with my father costs per million.

I am the Executive Vice President of the Trump Organization. I am the Chief Strategy Officer of American Bitcoin. I am the Web3 strategic planner at World Liberty Financial. I am visiting the country that manufactures my mining rigs, approved my sister's trademarks, and funds my brother-in-law's private equity firm, on a plane beside $870 billion and a president who spent four years calling $11 million treason.

In a personal capacity. As a supportive son.

[Charlsy @compago]

@andreysuperior RE photog since 2007 here. Avg stills shoot of $1M 3k sf house bills ~$300, not $1500. HDR results in this example are awful (white walls burnt) but yeah, it will improve. Concern is storage & edit time. Realtors aren't big spenders, maybe ~$300 for this. Competition fierce rn

[Cheddar Flow @CheddarFlow]

$2.6 TRILLION in S&P 500 Calls Traded on Friday... in a Single Day

[Charlsy @compago]

@TedPillows $40-50k because the biggest institutional players in the world are bow onbiard and want to buy it under $50k and because that entry wins the billy boys bragging game

[Charlsy @compago]

@Polymarket All you have to do is look at all the new tech and gadgets and things and items and robotics and vehicles small to big coming out of China, I would be terrified if i was Apple right now

[Brian Krassenstein @krassenstein]

I just returned from two weeks in Japan, and I have to be honest, it really opened my eyes to how far behind the U.S. is falling in so many basic ways.

Some things that stood out:

- In two weeks across some of Japan’s most densely populated cities, I saw only two visibly homeless people.

- I saw one person who appeared to be struggling with addiction.

- High-speed rail made affordable, clean, efficient transportation the norm, not a fantasy.

- I never once felt unsafe letting my kids walk freely beside me in public.

- Despite having far fewer public trash cans, Japan’s streets had a fraction of the litter.

- The country’s reduced income inequality was visible everywhere, from housing to public services.

I already know what some right-wing folks will say: “It’s because Japan has low immigration” or “It’s not run by Democrats.” But those are lazy excuses and distractions from the real issues.

The truth? We’ve normalized dysfunction in the U.S., and we make excuses for it instead of demanding better.

[Charlsy @compago]

@TXWestCapital @nhoodpublicist She’s 100% correct

[Nic Cruz Patane @niccruzpatane]

Fully Autonomous cargo truck, without an interior driving in China.

[Charlsy @compago]

@APompliano Agreed yet the ultra wealthy, banks and hedge funds borrow from Japan and Switzerland at 0.2 - 1.5%

[Charlsy @compago]

@tyler The result of late stage capitalism is socialism, because like feudalism, the profits and subsidies and tax breaks and offshore loophole savings are flowing up to the top, working best for the legacy inheritance class