dannylee ⚛️🍷₿

A TCK, friend, older brother, and crypto curious

[NASA Artemis @NASAArtemis]

"Planet Earth: You. Are. A. Crew."

Artemis II mission specialist Christina Koch reflects on what it means to be a "crew."

[Lyn Alden @LynAldenContact]

Notably, the long-term debt cycle coincides with the 4th turnings.

I mainly focus on what's happening quantitatively (debt). But keeping in mind the changing social/geopolitical dynamic is a nice accompaniment to that. Old institutions/norms facing entropy, death, rebirth.
🧵

[Lyn Alden @LynAldenContact]

When I participated on their earnings call during the bull market six months ago, I asked a bearish question about stress testing for downside scenarios.

Given the carnage today, would you ask another bearish question, or go the contrarian route and flip positive this time? 🤔

[Mark Carney @MarkJCarney]

We’re working with international partners to create new high-paying careers, build up our domestic auto sector, and boost productivity in Canada.

[ZachXBT @zachxbt]

1/ An investigation into how Greavys (Malone Iam), Wiz (Veer Chetal), and Box (Jeandiel Serrano) stole $243M from a single person last month in a highly sophisticated social engineering attack and my efforts which have helped lead to multiple arrests and millions frozen.

[The Kobeissi Letter @KobeissiLetter]

Crypto's liquidity issue:

As seen countless times this year, Friday night and Sunday night often come with LARGE crypto moves.

Just now, we saw Bitcoin fall -$4,000 in a matter of minutes without ANY news at all.

Why? Liquidity is thin.

Then, add this to the fact that leverage in markets is at record highs right now.

As a result, the sudden rush of selling volume leads to a domino-effect selloff, which is only amplified by the historic amounts of levered positions being liquidated.

This crypto "bear market" is still structural in nature.

We do NOT view this a fundamental decline.

[Tara Dublin aka Winona Spyder™️ @taradublinrocks]

The official response from Tylenol is just brutal
😏

[petey @peteypayless]

the US if Tylenol actually caused autism

[Coinbase Institutional 🛡️ @CoinbaseInsto]

We’re proud to deepen our partnership with @CleanSpark_Inc .

Through Coinbase Prime, we’re enabling the expansion of their $100M bitcoin-backed credit facility—a bold step in scaling mining operations and advancing crypto’s role in global capital markets.

[Yassine Elmandjra @yassine_elman]

The richest man in the world is publicly arguing with the president of the United States about America’s solvency.

Buy bitcoin.

[FutureFrens 🐳 @FutureGLXYfrens]

Fidelity reports a big stake in $GLXY

🚀🚀

[Galaxy @galaxyhq]

The bell has rung. The trade has cleared. Galaxy is now listed on Nasdaq. $GLXY

[Anthony Scaramucci @Scaramucci]

Spoke on @BloombergTV about our @SkyBridge + @ftportfolios Crypto Industry and Digital Economy ETF $CRPT, including $COIN $GLXY $MSTR. Also a nugget on $SOLQ @3iq_corp @solana

https://t.co/GVEfIFGMXm

[Seeking Alpha Market Currents @MarketCurrents]

$BRPHF $GLXY:CA - Galaxy Digital GAAP EPS of -$0.86, revenue of $12.98M https://t.co/PeLg1baWaN

[Nomic @nomicbtc]

Introducing Decentralized @babylonlabs_io Bitcoin Staking with @Bedrock_DeFi
https://t.co/oaTv1E6w7S

[Sebastian_ @sebastian_ski]

As a shareholder of @CleanSpark_Inc , I have to say that I like this approach. They are going to be selling a portion of #Bitcoin mined each month to fund operations/growth and HODL the rest. By doing this they should be diluting shareholders far, far less in theory. The alternative would have been to HODL everything and dilute shareholders in order to do so. Not a big fan of that. I do love the mixed approach. Time will tell if this was the right approach. What do you think? Do you like this or not?

https://t.co/aF47FXOFOA

[The Kobeissi Letter @KobeissiLetter]

We just witnessed history:

After "Liberation Day" tariffs, the weighted-average US tariff rate has jumped to a whopping 29%.

Not even the Smoot-Hawley Act during the 1930s Great Depression saw tariff rates this high.

Are you ready for what's next?

(a thread)

[Earnest Hamilton @FinancialErnie]

$CLSK
@CleanSpark_Inc just shared a 13G/A.
BlackRock went from 19.1M shares on 01/09 to 43.2M shares as of 3/31.
6.81% to 15.5% ownership. Look who bought while everyone else sold! Also fun fact as of 3/31 common share count remained flat at 281.5M shares. AKA NO DILUTION 🤯

https://t.co/cQ64CrDe1Y

[Earnest Hamilton @FinancialErnie]

$CLSK
With @CleanSpark_Inc joining the S&P600 small cap fund and the price of BTC ripping up they’re one of the highest miners up today….i thought it would be interesting to see how the short interest is reacting… ~32.25% so they’re doubling down. This could get interesting 🔥🚒📈 NFA of course 😅