Jelly Beans 🦑

@foxes_weak
@okaybears_weak
@geckos_weak
@trippinape_weak
@ghostkid_weak

[Jelly Beans 🦑 @Jeshness]

Furthermore, properties owned in trusts barely make any yield after land tax. So essentially are reliant on capital gains. Taxing all of this means that you’re essentially losing money by investing in Au property.

[Jelly Beans 🦑 @Jeshness]

Australians use money that is already taxed, to invest in property that essentially keeps up with inflation. Now, they want to essentially tax all the gains? We’re essentially keeping 35c a dollar.

I agree negative gearing needs reform but leave CGT benefits alone.

[Jelly Beans 🦑 @Jeshness]

@newstart_2024 @grok have there been any studies on adults and screen time use?

[Jelly Beans 🦑 @Jeshness]

@omo_olla @grok what movie is this?

[Jelly Beans 🦑 @Jeshness]

@Elite_4_J Hypno, slowpoke, drowzee, slowbro, pidgey, pidgeotto, beedrill, squirtle…

[Jelly Beans 🦑 @Jeshness]

@twinkdefcon @grok why?

[Jelly Beans 🦑 @Jeshness]

@shahh In hindsight, wtf were we thinking 😅

[Bob Kendall (The Kendall Report) @PortfolioXpert]

So here’s the issue you get influencers like this guy have a quarter million followers and they claim they don’t know why it is declining… it’s because they don’t understand basic mechanics of price discovery.

They don’t understand that the marginal buyers or the float determines price they think the onchain bitcoin is that is the price discovery

Well, it was once upon a time but now..

Once you can synthetically manufacture the supply, the asset is no longer scarce and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.

This is exactly what has happened to Bitcoin.

This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.

The original premise that no longer exists

Bitcoin’s entire valuation logic was built on finite supply (21M) and inability to be rehypothecated.

That died the moment:
•Cash-settled futures
•Perpetual swaps
•Options
•ETFs
•Prime broker lending
•Wrapped BTC
•Total return swaps

were layered on top of the chain.

From that moment forward:

Bitcoin supply became theoretically infinite.

Not on-chain in price discovery.

The metric that explains the collapse

Synthetic Float Ratio (SFR)

Once you can synthetically manufacture the supply, the asset is no longer scarce — and once scarcity is gone, price becomes a derivatives game, not a supply-and-demand market.

That is exactly what has happened to Bitcoin.

This is the same structural break that occurred in gold, silver, oil, and eventually equities once they became derivatives-dominated.

Why Wall Street can now “trade against” Bitcoin

They do exactly what they’ve done in every commodity market:
1.Create unlimited paper BTC
2.Short into rallies
3.Force liquidations
4.Cover lower
5.Repeat

They are not “betting” — they are manufacturing inventory.

The same 1 BTC can now support:
•An ETF unit
•A futures contract
•A perpetual swap
•An options delta
•A broker loan
•A structured note

All at once.

That is six claims on one coin.

That is not a market.
That is a fractional reserve price system.

[Jelly Beans 🦑 @Jeshness]

@Jason @theallinpod I thought the childcare workers were there to start ‘businesses’, not work for one.

[Jelly Beans 🦑 @Jeshness]

@cryptofergani True.

[Jelly Beans 🦑 @Jeshness]

I guess I understand this from the ‘lack of ambition’ perspective. Women find men with goals and vision attractive - it’s not so much how much is in his bank account but what he does with his spare time. If he found some cause to spend his time on - even if he wasn’t working I’m sure it would be fine.

[Jelly Beans 🦑 @Jeshness]

@Mishi_2210 042?

[Jelly Beans 🦑 @Jeshness]

I started with the business prior to marriage with my husband. It’s not transferred to his name but I definitely think as a ‘male’, he gets more respect. I only come in 1-2 days a week now and let him manage the business. No sweat off my back. He’s managing the cash and people better than I could and I focus on driving revenue and maintaining key relationships. I spend most my days being a tiger mum now anyway. There’s a middle ground where a husband and wife can make it work even if to start ‘one has more than the other’.

[Jelly Beans 🦑 @Jeshness]

@bourbondreaming @Bitcoin_Teddy Hahaha fair point. But I’d like to think I could spend 10 minutes outperforming the $20 or whatever it is to pay for a toll. Clearly I’m not a good saver

[Jelly Beans 🦑 @Jeshness]

@GhostOfStoneyX2 Except the memory keeps dying. Imagine losing your old file 😅

[Jelly Beans 🦑 @Jeshness]

@pokemon_daily The only answer is Charmander.

[Jelly Beans 🦑 @Jeshness]

@Zachdebo Congratulations!

[Jelly Beans 🦑 @Jeshness]

@moderndad @federalreserve This is a great book. Was actually just telling a friend to read it this morning!