Daniel Vertiz

sports, crypto, stocks, travel, photography

[Michael Saylor @saylor]

A good time to add more dots.

[Matt @ROIRecruiter]

Pretty cool seeing so many large accounts talking about $DGXX those that have been here awhile know how little information was out there 6months ago let alone a year or two. Fun watching @DigipowerX start to grow up!

[MrGrandSlam @GrandSlam_Picks]

Alcaraz amaneciendo en Ibiza viendo cómo va Sinner contra JuanMa Cerundolo

[Benjamin Cowen @benjamincowen]

@TheBTCTherapist It is because BTC is further up the risk curve and more dependent on looser monetary policy. Rising inflation has priced out rate cuts for the next couple of years which more immediately effects BTC.

[The Kobeissi Letter @KobeissiLetter]

We truly are witnessing history right now.

It's clear that the period we are in now will be referenced for decades to come.

The S&P 500 has added +$10 trillion in 29 days, semiconductor, AI stocks are surging 100%+ in weeks, and the Trump Administration is up +550% on Intel.

When we began emphasizing the need to own assets to win in this market over 12 months ago, this is exactly what we meant.

While inflation is back and the labor market has weakened, it simply does not matter right now.

In fact, the return of inflation has only intensified the scramble for yield and hard assets that can preserve purchasing power.

Look at the data: just 5 stocks have accounted for ~50% of the S&P 500’s total gains since April 1st.

These same tech giants driving the market higher are gaining even more momentum amid rate cuts, deregulation, and historic inflows into equities.

Asset owners are experiencing one of the greatest wealth expansions in modern history while everyone else is being left behind.

Our 12+ month thesis has materialized.

[Elon Musk @elonmusk]

Accurate

[Michael Saylor @saylor]

$MSTR announces Q1 2026 results:
- 818,334 $BTC held
- 9.4% BTC Yield achieved YTD 2026
- $STRC scaled to $8.5 billion in 9 months
- Largest US equity issuer, raised $11.6 billion YTD 2026
https://t.co/0vrqUsTGCM

[The White Whale @WhiteWhaleLabs]

I'm calling out @PeterSchiff with a very public challenge.

Peter Schiff has been calling for Bitcoin to go to zero for years.

Not “I’m skeptical.”

Not “I think gold is better.”

Zero.

Dead.

Worthless.

And while he’s made those repeated calls, he has also been financially tied to the precious metals business - the very industry Bitcoin directly challenges as a store-of-value competitor.

That doesn’t make him wrong by itself.

But it absolutely means people should stop treating his Bitcoin commentary like neutral analysis from a disinterested observer.

He is standing in a gold booth, yelling that the digital competitor across the street is going bankrupt.

Meanwhile, Bitcoin has survived every obituary, every bear market, every exchange collapse, every government scare, every “China ban,” every “this time it’s dead” headline, and every Schiff sermon about its inevitable demise.

So here’s my challenge:

If Peter Schiff truly believes Bitcoin is going to zero, stop tweeting it and trade it.

Open a sizeable, public, timestamped short on Bitcoin.

Not a cute little symbolic position.

A real one.

Size it like the conviction you’ve been selling for the last decade.

Because at some point, constantly predicting zero while refusing to publicly put meaningful capital behind the trade stops looking like analysis…

And starts looking like the marketing it was always meant to be.

🫡 From the depths —
The White Whale 🐋

[Daniel Vertiz @danielvertiz]

@MichLieben Ads

[Claude @claudeai]

Introducing Claude Opus 4.7, our most capable Opus model yet.

It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.

You can hand off your hardest work with less supervision.

[Eric Weiss ⚡️ @Eric_BIGfund]

Probably nothing

[King 📈 @KinggTrades]

Im old enough to remember TSLA dropping from $410 to $100.

Was TSLA a Ponzi scheme when that happened?

Was it dog shit?

Nope.

Just a good company that had a bad year.

I’m seeing all this MSTR FUD on my timeline.

A bunch of “I told you so”

They might be laughing now.

But we’ll get the last laugh.

$MSTR to $1000.

[Dip Wheeler @DipWheeler]

"you were up $20m on fartcoin & you didn't consider that euphoria?"

[Arkham @arkham]

Ethereum’s 2025 ATH was 1.8% higher than its 2021 ATH.

[Daniel Vertiz @danielvertiz]

$btc priced in real money $gold is at support. Also- when priced in the only other hard money, $btc has barely made a top from 2021 high and the “top” was in Dec ‘24. Recent run was only due to $dxy strong move down, not $btc appreciation.

[Daniel Vertiz @danielvertiz]

This is the only tweet we need to read and remind ourselves of rn everyone is so hyper sensitive

[The Kobeissi Letter @KobeissiLetter]

Keep it all in perspective:

The AI run has been so strong that investors have become hypersensitive to ANY volatility.

The S&P 500 is down -2.8% from its record high and up +37% since April 7th, yet sentiment is at "Extreme Fear."

And, Nvidia erased -$500 billion in market cap in 3 days after Jensen Huang said China was "nanoseconds behind" the US on AI.

Markets have simply become highly reactive to ANY headline.

The reality is that the S&P 500 averages at least 3 declines of -5% or more PER YEAR, despite averaging a +10% annual gain.

If the index is able to rally 40%+ in 6 months, then a downturn of 5% to 10% is completely normal.

The most successful investors will weather the volatility with conviction.

We are in the midst of a generational technological revolution.

Don't let the volatility scare you.

[Andrew Tate @Cobratate]

Buying 50 btc at 101k

[Shay Boloor @StockSavvyShay]

$CIFR Q3 EARNINGS HIGHLIGHTS

• Signed a 10-year AI hosting deal w/ Fluidstack & $GOOGL
• Signed a 15-year lease w/ $AMZN to support 300MW of AI workloads
• Combined AI contracts total ~$8.5B in lease payments
• Completed ~$1.3B convertible note raise
• Secured ~95% ownership in the 1GW Colchis site in West Texas under standard HPC development terms
• Expanded total pipeline to 3.2GW of capacity

[Daniel Vertiz @danielvertiz]

Top signal

[The Kobeissi Letter @KobeissiLetter]

This is the BIGGEST de-escalation yet.

Under the new US-China trade deal, President Trump made a HUGE agreement with China:

China will suspend ALL retaliatory tariffs announced since March 4th.

And, China will suspend or remove ALL retaliatory non-tariff countermeasures taken since March 4th.

This is not getting nearly enough attention.