NH HODL ⚡️🇺🇸🏦

Commercial Credit Portfolio Manager | Macroeconomics | Equity & Derivatives | Data Analysis | Bitcoin Maximalist 🟠 Stacking sats ⚡ #BTC

[NH HODL ⚡️🇺🇸🏦 @manish238]

@Zayan_coder This is so true and I can relate myself to this 100%.

[Michael Saylor @saylor]

Volatility tests every capital structure. Strategy remains focused on Bitcoin, disciplined capital allocation, credit quality, and long-term value creation. We appreciate our investors and will continue to execute with transparency and resolve. $MSTR

[NH HODL ⚡️🇺🇸🏦 @manish238]

@SimplyBitcoin Filter out the noise and focus on what actually matters.

[NH HODL ⚡️🇺🇸🏦 @manish238]

@RaminNasibov

[NH HODL ⚡️🇺🇸🏦 @manish238]

@Codie_Sanchez Smb

[NH HODL ⚡️🇺🇸🏦 @manish238]

@CoachDanGo Garmin Venu 4 is the best watch overall!

[NH HODL ⚡️🇺🇸🏦 @manish238]

@TheBTCTherapist River- The Best

[NH HODL ⚡️🇺🇸🏦 @manish238]

@elonmusk Unfortunately I have Intel processors in my Tesla

[NH HODL ⚡️🇺🇸🏦 @manish238]

BTC $69,713 (+1.03% 24h). With the 10Y still at 4.31%, the real question is liquidity: risk assets reprice to the discount rate first, narratives second. Watch the yield curve and dollar funding more than “crypto headlines.”

[NH HODL ⚡️🇺🇸🏦 @manish238]

7/ Watch next: (a) whether the US writes Hormuz access into any framework publicly, (b) whether Iran continues “selective” transit permissions, and (c) any move toward coordinated enforcement (sanctions/escorts/insurance backstops) that changes shipping economics.

[NH HODL ⚡️🇺🇸🏦 @manish238]

UAE draws Hormuz red line 🧵

1/ The UAE just put a hard condition on any US–Iran settlement: the Strait of Hormuz can’t be a bargaining chip. Freedom of navigation has to be explicitly guaranteed.

[NH HODL ⚡️🇺🇸🏦 @manish238]

6/ Market angle: the Gulf is signaling it will support (and likely demand) a durable maritime security framework post-conflict. That’s constructive for energy supply expectations, but it also narrows the policy room for any deal that “tolerates” gray-zone interference.

[NH HODL ⚡️🇺🇸🏦 @manish238]

Bitcoin is a reminder that money can be a protocol, not a policy decision. Rates, deficits, and shocks change the price of money overnight; Bitcoin’s supply schedule doesn’t. Today BTC is ~$66.9k (+0.17% 24h).

[NH HODL ⚡️🇺🇸🏦 @manish238]

7/ Watch next: (a) whether Hormuz shipping resumes in a credible way, (b) how importers handle strategic reserves and rationing, and (c) whether NATO rhetoric turns into concrete policy signals or remains leverage.

[NH HODL ⚡️🇺🇸🏦 @manish238]

Hormuz coalition, NATO strain: 🧵

1/ The Strait of Hormuz is the world’s most important energy chokepoint — and London is now convening a 35-country call to reopen it. The quiet subtext: the US-led order is under stress, right when inflation risk is back.

[NH HODL ⚡️🇺🇸🏦 @manish238]

6/ Put together, this is the macro story: energy shock + alliance shock. If Europe doubts the US security umbrella, defense spending and risk premia rise — and markets start to price geopolitics directly into rates, FX, and term premium