Digital Gold Rush

Former sell-side equity research analyst for major bank. Interests: Capital Markets, crypto, golf, cycling, SEC football & good BBQ #Bitcoin #BTC $MSTR

[Digital Gold Rush @digital_rush]

Interesting AI analysis, lets see how close this forecast plays out.....

According to AI....$MSTR lags Global M2 by approximately 105 days. Assuming this, here are the weekly projected prices for $MSTR:

[Digital Gold Rush @digital_rush]

Erik - Thought the same thing when I saw this post this morning. He built the mansion that is now the main building of
My daughter’s school in MD. Always notice the plaque saying built by Charles Carroll but never really knew this about him. Definitely underrated founding father.

[Digital Gold Rush @digital_rush]

@JoshMandell6 @BitPaine Thanks for posting Josh. Welcome back. Enjoy your posts and great to see how you position yourself in this trade.

[Digital Gold Rush @digital_rush]

@Mr_Husky1 Cockoo clock weights

[Digital Gold Rush @digital_rush]

@factor_members Peter what about the chart of palladium? Curious since sister metals….possible same fate? Thanks

[Rothmus 🏴 @Rothmus]

I need more gold and silver

[Carol Roth @caroljsroth]

This guy is favored to be the next Fed Chair. He’s going to cut rates 25 bps for every shirt button he has unbuttoned…

[Digital Gold Rush @digital_rush]

How can anyone not be long gold here. This is from the President today.

Trump today…..(from zerohedge)

“If you look at China and Japan, I used to fight like hell with them, because they always wanted to devalue their yen.
You know that?
The yen and the yuan, and they’d always want to devalue it.
They devalue, devalue, devalue,�� Trump said.
“And I said, not fair that you devalue, because it’s hard to compete when they devalue. But they always fought, no our dollar’s great,” he added.
A pretty clear signal of what he wants...

$gdx $gld $bitcoin

[Digital Gold Rush @digital_rush]

Thanks for pointing out.

According to grok”Extreme ranges like this often indicate trend exhaustion or acceleration; data from similar 2011 peaks shows 15%+ follow-through gains in 70% of cases, per CME Group volatility studies.”

Peter - does this mean the end of exhaustion or the beginning of the end in your opinion?

[Digital Gold Rush @digital_rush]

Today’s crypto market 😂😂
#Bitcoin

[aka @akafaceUS]

Well, it doesn't get much worse than that.

[Digital Gold Rush @digital_rush]

Not thought out analysis. Don’t be a blind bull.

Saylor has few options to raise bitcoin here. HK’s preferreds are ALL trading terribly. Motley crew of stepchildren preferreds.

Case and point:

STRD selling at $70 (par $100) - 14.11% yield
STRK selling at $81.67 (par $100) - $9.8% yield
STRD selling at $105.58 (par $100) - 9.4% yield
STRC selling at 97.76% and a 10.5% yield which has to go up because selling below $100.

Alll incredibly expensive preferreds. Most below NAV. Has to use the ATM of common to pay for dividends to them. At basically NAV.

Soon going below NAV and that will make it harder.

Leave your blinders at the door.

[Rekt Capital @rektcapital]

#BTC

If the early October rejection at ~$126k was the Bull Market peak, then history will have rhymed after all

$BTC #Crypto #Bitcoin

[Digital Gold Rush @digital_rush]

You are a regular on my feed. I honestly enjoy your humor and witty comments. No question.

However, you're not an investor and definitely not a trader. You're doing a lot of people a disservice by constantly bashing those leaving the MSTR trade and reiterating the same old bull case. You called me out $100+ ago for exiting $MSTR (and millions of dollars for me) for saying MSTR was broken because of the ATM keeping the stock in check (I was right). Funny is not funny when it's real money.

Cycles last until they don't. When circumstances change and your thesis isn't valid anymore, you have to change your tack or there are consequences.

Bitcoin runs in 4-year cycles historically. The end of the cycle is here. I wish it lasted longer, but it's over for now—literally almost to the day for a 4-year cycle. Long-term, Bitcoin will be $1 million+. My long-term thesis is unchanged.

However, short-term now is a dangerous time to be in $MSTR or Bitcoin. It just is. Please don't do your readers a disservice and just parrot your original thesis.

You'll probably just make fun of me for this comment. However, that's okay. Hopefully some of you read my commentary and it causes them to be cautious here. #BTC

[Digital Gold Rush @digital_rush]

From zerohedge article today:
Once the government reopens, markets will face a surge of delayed data releases. Historical precedent from the 2013 shutdown suggests that September’s employment report could be among the first to hit the wires, potentially within three business days of reopening. DB expects payrolls to rebound sharply, with headline and private payrolls both forecast at +75k, leaving the unemployment rate steady at 4.3%. So we could get this Thursday or Friday. The October CPI print is also scheduled for Thursday although it is likely that that number won't come on time, even if the government reopens before then.

[Digital Gold Rush @digital_rush]

@KillaXBT There is no CPI scheduled for release this week due to the government shutdown.

[Digital Gold Rush @digital_rush]

@3xQQQQ @KillaXBT Yes but White House said most likely will not be released because data collection during the shutdown was effected. Several trading desks that I spoke with confirmed. The BLS hasnt changed the website.

[Digital Gold Rush @digital_rush]

@Crypto_Ed_NL @_WOO_X Ed - i assume nothing has changed. HTF the green box sub-100k? good call so far. would love an update if possible.

[Crypto Tony @CryptoTony__]

When you sat watching your crypto portfolio pump and a BIG RED CANDLE comes out of nowhere and liquidates you

[Digital Gold Rush @digital_rush]

@nsquaredvalue @saylor will ATM as hard as possible so I bet the $360 number is the most probable. Love the guy but he can’t help himself and doesn’t truly understand the impact of the ATM on $mstr common. @JoshMandell6 has been 💯 right with respect to the ATMs impact.

[zerohedge @zerohedge]

It also means the most important data point the market follow has been off by about 50% for the past year and all capital allocation decisions were wrong

[Digital Gold Rush @digital_rush]

@nsquaredvalue Great analysis Tim. You are 100% spot on. The ATM issuance has killed this thing. Josh Mandell has been spot on this for a while @JoshMandell6 $MSTR