HowdyDany

Just trying to be insightful.

[HowdyDany @howdydany]

@Mindset4Money_X So he basically wants to be the new Warren Buffet? Value investing only?

[HowdyDany @howdydany]

Missed another 20x…

[HowdyDany @howdydany]

🚨 SpaceX is targeting a $2 TRILLION valuation for its IPO next month.
Facebook went public in 2012 at $104 billion.
One connected the world.
The other is about to leave it.
The Space Age is going public.

[HowdyDany @howdydany]

@JimChuong Bitcoin next question

[HowdyDany @howdydany]

@TeslaNewswire This person drives less than 10/mi a day. Likely not a primary vehicle.

[HowdyDany @howdydany]

@tesla_na I called my Tesla insurance 2 days ago due to cost. This would have kept me on the platform.

[HowdyDany @howdydany]

@texasrunnerDFW @grok why are they leaving?

[Michael Pershan @mpershan]

Important to give your kids a regular bedtime routine, this is our's:

1. brush teeth
2. go to room
3. sing lullabye
4. we leave
5. they scream for an hour
6. lights out

[HowdyDany @howdydany]

@Leo_Traydes $FCX

[HowdyDany @howdydany]

@NoLimitGains Fading this, Crude oil won’t follow the super commodities cycle, massive oversupply.

[HowdyDany @howdydany]

@ufc @paramountplus @grok where are they fighting?

[HowdyDany @howdydany]

@Leo_Traydes Lots of miners, many have pivoted to data centers/AI but $RIOT, $MARA, and $CIFR to name a few. Then there is all the Web3 companies that are drying up but should make a comeback eventually.

[HowdyDany @howdydany]

@TheAlphaThought The velocity of money may be causing a minor bubble.

[HowdyDany @howdydany]

@Leo_Traydes Equal weight outperforms this year. AI productivity eventually catches up.

[HowdyDany @howdydany]

@MorningBrew Google flips NVDA 2026, no doubt

[HowdyDany @howdydany]

@sweatystartup Fuck it, she’s getting an 18-wheeler.

[Jeff Swanson @theswansjr]

If Bitcoin is worthless, then send me one.

A classic challenge to those who don’t understand Bitcoin.
But it goes deeper.

Bitcoin is the first money in 5,000 years that exists purely as knowledge. Nothing else comes close.

Money isn’t a rock you can hold. It never was.

Money is a social construct. A shared hallucination we agree on. But Bitcoin is the first money in history that exists entirely as cryptographic knowledge.

You don’t store Bitcoin. You know it.

Ownership isn’t physical custody. It’s possession of a private key.

I can write 12 words on paper, bury it in the desert, destroy every device, disappear for a decade, and the Bitcoin is still mine.

Not because it’s stored somewhere.
Not because a server tracks it.
Not because a bank vouches for me.

Because I know the key. That’s the entire model.

No counterparty. No permission. No trust.

The network doesn’t hold my coins. Miners don’t custody them. Nodes don’t approve ownership.

Math alone verifies control.

To spend, I broadcast a signed transaction.
To hold, I depend on no one.

Gold is bearer money. You can bury it and it’s yours.
But it has limits:
• Hard to move
• Hard to divide
• Hard to verify

Bitcoin keeps gold’s bearer nature and adds superpowers:
• Instant global transfer
• Perfect divisibility
• Cryptographic authenticity

Gold is analog bearer money. Bitcoin is digital bearer money. Fiat is the opposite.

You can’t truly possess dollars without banks, central banks, and payment rails. Even cash is a liability dependent on policy and trust.

Fiat is a claim.
Bitcoin is proof.

Bitcoin isn’t a database entry assigned to you.
It’s a scarce cryptographic artifact secured by proof-of-work.

Back to the challenge: If Bitcoin is worthless, send me one.

To do that, you must:
• Control a private key
• Sign a real transaction
• Broadcast it globally
• Have miners burn energy to confirm it

You can’t fake this. You can’t shortcut it. You must trade, sell, or work to earn Bitcoin.

Stop thinking of Bitcoin as something you store.
Start thinking of it as knowledge you possess.

• A seed phrase is pure information
• That information grants control over scarce units
• No one can debase, freeze, or dilute it

This is why Bitcoin is sovereign money.

Gold required physical custody. Fiat required institutional trust.

The real question isn’t whether Bitcoin is real money. It’s how long you’ll keep holding inferior versions.

[HowdyDany @howdydany]

@BillAckman Plenty of oil in Asia at the moment. Venezuela wasn’t producing like a powerhouse even with large reserves.

[HowdyDany @howdydany]

@sherlock_hodles So we’re did all the money go? Has to flow somewhere, no?

[HowdyDany @howdydany]

8/8: Risks: Counter-coup, sabotage, Russia blocking assets. But base case = fast rehab. Markets underprice speed.

Bottom line: This is the Western Hemisphere’s biggest energy reset in decades. Heavy oil bearish, Venezuela beta bullish trades?

(DYOR — market intel synthesis)

[HowdyDany @howdydany]

🧵1/10: 🚨 Venezuela JUST flipped. US op extracted Maduro (“Nicholas Monroe”) & his key partner in 72hrs. Regime over. World’s biggest oil reserves (303B barrels) unlocking FAST. This is a massive commodity shock & investment pivot. Alpha incoming. #Venezuela #Oil #Investing

[HowdyDany @howdydany]

7/10: Key comparisons:
Oil Reserves:
• Venezuela: 303B (extra-heavy)
• Saudi: 267B (light)
• Canada: 160B (bitumen)
Debt: $150-170B → big restructure coming.