horacio thomas gauna

[horacio thomas gauna @horacithothomas]

🦋 Part 15485714
سَُــكَُـسَُ سِِكُسْ_كتَاب
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[horacio thomas gauna @horacithothomas]

🦋 Part 39757753
سَُــكَُـسَُ سِِكُسْ_كتَاب
#sexy #sex
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[horacio thomas gauna @horacithothomas]

🦋 Part 62897085
سَُــكَُـسَُ سِِكُسْ_كتَاب
#sexy #sex
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[horacio thomas gauna @horacithothomas]

🦋 Part 74236900
سَُــكَُـسَُ سِِكُسْ_كتَاب
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[horacio thomas gauna @horacithothomas]

🦋 Part 51951663
سَُــكَُـسَُ سِِكُسْ_كتَاب
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[horacio thomas gauna @horacithothomas]

🦋 Part 73381470
سَُــكَُـسَُ سِِكُسْ_كتَاب
#sexy #sex
#سَُــكَُـسَُ
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[horacio thomas gauna @horacithothomas]

🦋 Part 59197104
سَُــكَُـسَُ سِِكُسْ_كتَاب
#sexy #sex
#سَُــكَُـسَُ
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[horacio thomas gauna @horacithothomas]

🦋 Part 66949675
سَُــكَُـسَُ سِِكُسْ_كتَاب
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[horacio thomas gauna @horacithothomas]

🦋 Part 56140617
سَُــكَُـسَُ سِِكُسْ_كتَاب
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[horacio thomas gauna @horacithothomas]

🦋 Part 89459851
سَُــكَُـسَُ سِِكُسْ_كتَاب
#sexy #sex
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[horacio thomas gauna @horacithothomas]

🦋 Part 60473251
سَُــكَُـسَُ سِِكُسْ_كتَاب
#sexy #sex
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[horacio thomas gauna @horacithothomas]

I want to grow old with you, loving you through every season

[MiloX Sports NFL @MiloXSportsNFL]

WR Pat Bryant returned to limited practice on Wednesday after dealing with a concussion. #NFLNews 🏈

[matt bernstein @mattxiv]

these people started 2025 thinking they were on the precipice of something huge only to soon learn that their moment of “cultural domination” had already passed, and i think that’s beautiful. happy new year

[RoyalBlueChelsea⭐⭐ @CFCROYALBLUE]

How it was. Kids with their mates paying on the gate. Would love to know where big clubs think the next generation of fans are gonna come from

[Tekee @Tekeee]

delete all your games

delete all your dating apps

delete all your distractions

it’s time.

trenches are coming back.

[Pablo Iglesias Maurer @MLSist]

wtf is “The MLS”

[Timothy Sweeney @Tim_Sweeney_TAR]

$bmnr

HOW THE MARKET SCREWED TOM LEE ON BMNR AND WHAT TO DO NOW

This is not Financial advice. This is just my opinion based on my experience with bmnr.

1. My Thoughts Initially

My initial interest in bmnr came as a result of looking at its call option premiums. I felt it was a little early for crypto, especially ethereum, to rocket to the moon based on it's widespread potential use on Wall Street, for tokenization, and for other uses.

However, I felt that a premium over 10% for a month was definitely worth investigating.

When bmnr was $60, I thought it had too much risk even to sell options against.

When it fell to $54, and the option premiums were even greater, I felt the stock could drop to the high 40s, but it might take a while to drop, so I bought the stock at around 53 and sold options, but completely sold out my positions when the stock dropped to $47 and simultaneously the premiums dropped substantially. I lost about $1.50 a share.

At that time, I took a look at both bmnr and mstr.

I realized two things. First, you could short bmnr then sell or short ethereum, which would benefit your short position in both bmnr and ethereum.

Second, I realize that mstr was in a much more vulnerable position, and felt that the markets could sell both mstr and bmnr short and they could potentially just drive down the price of Bitcoin, which would affect both Bitcoin and ethereum negatively.

In that manner, it became very profitable to conduct these shorts, and then simply buy bitcoin and ethereum much cheaper.

2. Crypto Winter

Also, everyone kept talking about a crypto winter that could take bitcoin below below $60,000 and ethereum below $1,800.

What I couldn't understand is people advocating buying bmnr or mstr while expecting a crypto winter. That just doesn't make any sense, unless you're attempting to trade it for a couple months and then get out, but I never think it's a good option to trade against Wall Street, because they always have the upper hand.

I believe crypto winter was a legitimate cycle when cryptocurrencies had no real prospective uses in the near future.

But as bitcoin and ethereum are being used more and more for stablecoins, payments and tokenization of all types of assets, I think the argument that you will continue to have down cycles related to crypto winters seems pretty ridiculous. Why? Because they will have ongoing earnings and value that will get greater with utilization.

3. The Structural Problem with Tom Lee's Strategy

As I've posted before, I think Tom Lee's strategy would have worked beautifully had ethereum continued to increase in value.

He could keep raising capital which would be accretive to current shareholders and keep buying ethereum until he got to his 5% goal.

The problem with that strategy, however, is it doesn't work at all when the ethereum price is falling, and suggesting that the crypto winter was coming up is is a factor that he should have considered in that strategy.

He now is in the position of holding off on buying crypto at a lower price because it is now dilutive to the current shareholders when mnav is less than one.

So it appears he is slowing his purchases at a time when ethereum is at its lowest cost. It doesn't make sense if you're acquiring an asset to not buy more of it at a lower price than a higher price, but he's now in the position that raising capital dilutes current shareholders and therefore he may be reluctant to buy in the same large quantities.

To his credit, he may be expecting a crypto winter now, and is holding off larger purchases until ethereum gets to be $2,000 or lower. In fact that is a strategy I have used in purchasing sofi stock, when it drops I simply buy a little more then if it drops another dollar I buy twice as much and if it drops another dollar I buy four times as much, so we'll have to wait to see what his strategy is on that.

The real issue is touting eoy prices of $7,000 to $10,000 in this context.

CONT. BELOW

[Canada Hates Trump @AntiTrumpCanada]

It takes a truly special kind of evil, psychopathic piece of shit to unite the entire world in the same wish for 2026.

Happy New Year and may our collective wish come true. 🥂

[REPUBLICANS AGAINST MAGA @michaelt5656]

ATTENTION! PARDONS FOR SALE!