Guillermo Bravo

"Yeah, well, you know, that’s just like your opinion, man" - The Dude

[Guillermo Bravo @memo_bravo]

@ChequeGasca17 Pero la gente sigue bien contenta llenándoles el estadio cada 15 días…

Antes la afición era conocedora y exigente ahora sólo van al estadio a cotorrear

[Guillermo Bravo @memo_bravo]

@SimonLevyMx @MovCiudadanoMX Y según tu el “Plan A” en el 2030 es Luis Donaldo Colosio… 🤮

[Guillermo Bravo @memo_bravo]

@joao_wedson TAO

[Guillermo Bravo @memo_bravo]

@joao_wedson I’m betting it will be something related to Strategy…

[Guillermo Bravo @memo_bravo]

@JULIO_SAUCEDO Los jugadores tienen mucha responsabilidad pero aquí la gente los consciente

[Guillermo Bravo @memo_bravo]

@AlanIbarreche @clubleonfc @LigaBBVAMX @Telcel Son profesionales, no necesitan un gritón en la banca que los obligue a hacer su trabajo; el esfuerzo no es negociable y ni eso ponen.
No digo que Nacho no tenga responsabilidad pero siempre es culpa de todos menos de los pobrecitos jugadores (7 entrenadores en 5 años…)

[Guillermo Bravo @memo_bravo]

@AlanIbarreche @clubleonfc @LigaBBVAMX @Telcel Toda de Nacho? Cuando le van a dar la responsabilidad a los jugadores? Siempre dicen que es el entrenador (cuantos van) y/o la directiva pero a los webones que salen a la cancha nunca los responsabilizan

[Guillermo Bravo @memo_bravo]

@ponchodelosrios El mercado sobre reacciona al hype.

Los brokers no desaparecen porque sí; gestionan riesgo, relaciones y crisis que la IA no resuelve sola.

El que crea que el software mueve cajas solo, perderá dinero; no se puede "agentizar" la fricción física (robos, rechazos, averías)

[Guillermo Bravo @memo_bravo]

@joao_wedson

[Guillermo Bravo @memo_bravo]

@DragonCrip La estrategia no es mala pero debe aplicarse con cautela (Timing + LTV conservador)

Solo es cuestión de conocer las características principales (como la volatilidad y ciclos aunque digan que están muertos pero hasta el momento se sigue demostrando que no es así) del activo

[Guillermo Bravo @memo_bravo]

@Yogita_Khatri5 @jjcmoreno @cryptoquant_com few months?? hopefully but it's seems more like few hours

[Guillermo Bravo @memo_bravo]

@PrimerBitcoin Todos estamos esperando ese rebote y sabemos que BTC es experto en hacer lo contrario a lo que se espera 🩸🩸🩸

Ojalá tengamos un respiro en $68k

[Guillermo Bravo @memo_bravo]

@alejandrogomezt 1) Ni una mención al tweet original de
@PortfolioXpert... falta de cortesía ó falta de creatividad?
https://t.co/XIt7jiXCFK

2) Eruditos financieros llegando en el 4to año del ciclo para "descifrar" el comportamiento de un activo simple y repetitivo... nunca falla

[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.

[Guillermo Bravo @memo_bravo]

@TheRealPlanC "Anyone who thinks Bitcoin has to peak in Q4 of this year does not understand statistics or probability."

[Guillermo Bravo @memo_bravo]

@ContraInvest y si ocurrió...

[Guillermo Bravo @memo_bravo]

@GustavoBolsa 3 meses después el mercado sigue teniendo la razón

Oro $5000
BTC $72000

[Guillermo Bravo @memo_bravo]

@JoeCarlasare @chrisbackus5 -43% from ATH...

[Guillermo Bravo @memo_bravo]

@TheRealPlanC all wrong

[Guillermo Bravo @memo_bravo]

@CdeCriptoz "ya tuvo su mercado bajista" jajajaja apenas iba empezando

[Guillermo Bravo @memo_bravo]

@salomondrin 1 mes después el portafolio está -25%