JP

Mancunian Red living down under

[JP @jphilt1]

@metaplanero I think the ending of the Iran war had a bigger impact than the acquisition announcement

[JP @jphilt1]

@ActuallyClimber You’re slowly turning into Peter Schiff

[JP @jphilt1]

@Snz_BTC Blocked a while back… the guy is dangerous and this is an example of precisely why

[JP @jphilt1]

@benjamincowen @PeterSchiff

[JP @jphilt1]

@Sykodelic_ I’m prepared for whatever comes… high time preference … I expect lows will be hit in Q4. Well likely range in 50s/60s for a few months. One final wick into the 40s.

[JP @jphilt1]

@MacroAlphaHQ AI slop

[JP @jphilt1]

@TheRootedNomad @FinanceLancelot Rotation, not evaporation. The AI capex trade has been a massive liquidity sink—hundreds of billions into Nvidia, hyperscalers, data centers. If liquidity were truly drying up, equities wouldn’t be holding highs. BTC is just high-beta risk chasing a hotter trade.

[JP @jphilt1]

@amanboss_01 @nicrypto The opportunity to shift it to Micron or Sandisk and make the money back in 24 hours

[JP @jphilt1]

@ActuallyClimber @ZynxBTC Climb you rug pulled everyone. Had a lot of respect for you but honestly you should retire and live your life away from this platform

[JP @jphilt1]

@Bobiliciousing @BenjaminStongMD @ZynxBTC Agree with so much you post but you’re wrong on this one. He’s led many into the abyss. Full of shit.

[JP @jphilt1]

@Snz_BTC Narrative’s dead but MSTR and ASST still trade above NAV while BTC bleeds? Make it make sense. The market’s paying a premium you’re claiming doesn’t exist. ‘It’s over’ is a take, not analysis. Adios to your thesis, not theirs.

[JP @jphilt1]

@metaplanero @gerovich If Dylan leaves we are totally cooked

[JP @jphilt1]

@RobynHD @Andre_Dragosch You have to consider massive liquidity has been sucked up by the AI space - trillions of dollars that would otherwise have been parked elsewhere. That trade continues to rumble on so I expect BTC will not catch a bid until it unwinds

[JP @jphilt1]

@R89Capital To be fair we’re months into a Middle East war with the largest impact on fuel supply chains in history yet Bitcoin is at $77k.

[JP @jphilt1]

@KerrySF_Sun Cost base resets 1/7/27. Forty years of gains = untouched. New regime only catches growth from reset date forward. The boomer’s fine. CBA’s fine. Headline did its job tho.

[JP @jphilt1]

@CryptoTony__ Anthropic didn’t publish a trading bot. Someone built a concept on Anthropic’s skills framework and dressed it up as official. The 68.4% WR / +149% return is a self-reported backtest — almost certainly overfit, ignores live arb bot competition.

[JP @jphilt1]

@seth_fin Can we ban the “you know what happens next” posts please @X

[JP @jphilt1]

@ChigaCzr PSG 5-0

[JP @jphilt1]

@Xants_CityDG @TheFootyFeed Two of his sons are 6”5

[JP @jphilt1]

@JoshMandell6 @TimDraper The last time I witnessed eyebrows so magnificent was Doc in Canonball Run