Jay Macguire

[Jay Macguire @jaymacguire]

@brivael lol what bullshit

[The Kobeissi Letter @KobeissiLetter]

BREAKING: OpenAI has confidentially filled for an IPO.

We are about to witness the most incredible IPO run in history.

[FOX Soccer @FOXSoccer]

48 teams. 12 groups. 1 goal.

The group stage of the 2026 FIFA World Cup kicks off in 3 days

[Jay Macguire @jaymacguire]

@vnovakovski Lighter is awesome well done

[Jay Macguire @jaymacguire]

@BallinFFB Funny guy

[Jay Macguire @jaymacguire]

@BallinFFB Says the guy who thinks Europe is a country and its called football 😃

[XO @Trader_XO]

Tbh, I think trading crypto gives you a lot of experience that carries over well into equities.

I’ve really enjoyed adding stocks alongside crypto since last year. The old spot alt/btc days, especially before leverage and margin became so dominant, were a great training ground for understanding momentum, rotation, exhaustion, and downside risk.

Alt cycles move so quickly and can be so unforgiving that you’re forced to develop a sharp instinct for when a move is strengthening, stalling, or starting to break down.

That risk awareness translates well into stocks. After seeing how relentless downside can be in alts, you tend to recognise weakness earlier and manage risk more aggressively.

What I’ve appreciated with equities is that the moves often feel cleaner and more structured. When a stock has strong technicals, real liquidity, and a genuine catalyst behind it, breakouts can be much easier to trust and manage. That’s not always been my experience with alts, where so many apparent breakouts fail almost immediately...

The other big difference is the durability of the moves. In equities, a strong catalyst can drive a trend for weeks or even months, rather than just creating a short burst of speculative momentum...

Overall, the transition has felt very natural and id say its just a matter of learning the domain by allocating more time on that side + with the use of AI - youll speed up the learning curve (Im still learning... as with anything)

[Jay Macguire @jaymacguire]

@BitcoinSnipe Why is the X account of Spylab based in Denmark and not from UAE when they are from the same team? Because they are not.

[Oppenheimer.base.eth @kupr1k]

The new LayerZero's Fee-Switch Referendum is approaching less than in 2 weeks.

It lets ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd holders vote to activate a small fee on cross-chain messages.

Why It’s Critical for ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd Price? If it passes:

- Fees from LayerZero’s huge usage are converted to ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd and burned.
- This creates a direct usage → buyback & burn flywheel, making ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd deflationary and tying its value to real protocol revenue.

Right now, @LayerZero_Core dominates cross-chain but gives almost no value back to ZRO holders. Turning the fee on is the main catalyst for long-term price appreciation.

I've voted every single time, but it seems that people are doing it very reluctantly. Hopefully this time we can make it.

Cheers!

[Jay Macguire @jaymacguire]

@milesdeutscher Bad odds

[Arkham @arkham]

The largest shorter of $SPCX on Hyperliquid is already up $700K.

0xe0f is short $3.1 MILLION of SPCX pre-IPO, and since its highs when it was listed SPCX has already fallen over 27%.

SpaceX is expected to IPO in 4 days, at $135 per share.

[K A L E O @CryptoKaleo]

Average purchase price of the Bitcoin was $65,332.

The cash raise + BTC acquisition was funded entirely by common MSTR ATM sales (as expected).

The issue:

The current adjusted mNAV is 1.2x.

According to Saylor’s own words in the Q1 Earnings Call:

"Where it used to be a 1.0x MNAV, as we add debt and as we add preferreds - primarily to our structure - the breakeven increases. Right now, it is about 1.22x. That means at 1.22x or higher MNAV, it is accretive for us to sell MSTR and buy Bitcoin. Below 1.22x MNAV, it is actually more accretive for us to sell Bitcoin and pay off our dividends..."

He’s diluting MSTR common shareholders.

And he’ll continue to do so.

[Lookonchain @lookonchain]

Tom Lee(@fundstrat)'s #Bitmine bought another 126,971 $ETH($213.18M) last week and now holds 5,543,872 $ETH($9.31B).

The average cost is ~$3,460.

At current prices, this position is down over $9.88B.

https://t.co/YQC5V4FIiT

[Lookonchain @lookonchain]

The market is starting to rebound, but pension-usdt.eth is still bearish.

9 hours ago, he added another 10K $ETH($16.8M) to his short, bringing it to 60K $ETH($101M).

pension-usdt.eth is on a 22-trade winning streak and made over $45M in total profit.
https://t.co/ZzRK5SBjrF

[CrypNuevo 🔨 @CrypNuevo]

$BTC Sunday update:

Price is back at the range lows of this 4-month range.

I'm expecting a strong bounce here, not because it's a range since all of them eventually break, but because this drop was too sharp (-25% in 4 weeks) and is extremely overextended.

🧵↓(1/5)

[Qmo @QmoCrypto]

🚨 BREAKING

A SUSPICIOUS WALLET JUST OPENED A $30,356,000.00 LONG ON BITCOIN.

THIS IS THE SAME WALLET THAT CALLED EVERY MAJOR BTC PUMP OF 2026.

WENT ALL IN WITHOUT BLINKING.

THIS WALLET IS NEVER ON THE WRONG SIDE!👀

[Falcon @FalconyFalcon]

Michael Saylor’s mistake is that he doesn’t read CT. Everyone here manages $30-60 billion in capital and knows exactly what to do

[Jay Macguire @jaymacguire]

@SwissHodler Back from what btc performance is shit

[Jay Macguire @jaymacguire]

@rookie_of_Ph Lol no revenue dude research better. They even bought back 20% from the open market.

[Jay Macguire @jaymacguire]

@SwissHodler @APompliano @jvisserlabs I guess for a btc maxi is everything a scam