Head of Institutional Sales @Blockware | Previous HedgeFund PM @sarsonfunds| Previous @Raymond James Fin trader/I.B| all opinions are my ownCrypto Class of 2k12
Left @consensus2026 with solid conversations, strong energy, and a clear reminder of where this cycle is heading.
Naturally followed it up immediately by adding more $MSTR calls and loaded up on $ABTC.
@caprioleio@Josh_Rayner Your just wrong, The numbers don’t make sense because your acquisition cost is to high and your over paying. And you’re asking the wrong question. I guarantee I can show you different if we could get on a call
ISM is flashing strength.
Manufacturing and services momentum holding up better than expected.
If this trend persists, it may be an early leading indicator for risk assets.
Liquidity follows growth. Risk follows liquidity.
Bitcoin tends to sniff that out before most.
Watch the macro before you watch the candles
A lot of similarities between now and this time last year as far as price volatility.
The key difference is that this time we are in a midterm year and most importantly there an actual geopolitical catalyst in motion. That adds a real risk premium to the system. Liquidity does not rush back into markets when uncertainty is unresolved. It waits.
This can absolutely get worse before it gets better. Volatility expands when macro stress intersects with geopolitical uncertainty.
But when clarity returns, capital does not trickle back in. It floods! Generational buying opportunities across multiple sectors are at the door. #Buckleup
@wsfoxley@matthew_sigel Not a tactic. Just public thinking.
People can decide for themselves what’s useful and what isn’t. I speak from direct experience.
And for the record, the Big Beautiful Bill wasn’t announced until six months later.
🚨 AAVE Proposes Bitcoin Treasury
Governance temp check to:
>Establish a Bitcoin mining revenue stream using the treasury for capital gains and tax benefits.
>Integrate GHO directly into the Bitcoin network via a partnership with Blockware, allowing GHO to be used to purchase mining hardware.
>Targeting 33% net annualized return
Is Bitcoin mining still for the plebs?
At BitcoinDay Tampa, Jill Ford of @bitforddigital led a no-fluff mining panel with experts across the industry—David Gamble (@dgamble331) from @blockware, Steven Smith (@sstackmore) of Celestial Mining, and Jon Taylor of Bitcoin Mining World.
They broke down how beginners can enter the space, avoid scams, and scale smart.
Special thanks to Jill and Bitford Digital for sponsoring and leading this essential convo.