mtn drew

ᱝ ⋅ ⋅ ⋅ α

[mtn drew @mtndrew]

The $NVDA volume data is wild

If when you include the past week of drama, 2026 has been the lowest volume year of the past several years

[mtn drew @mtndrew]

if btc doesn't find support here then it's cooked man idk what else to say

zombie asset if we're lucky

[mtn drew @mtndrew]

continuing to average into the shiny boomer rock

[mtn drew @mtndrew]

if gold is in a decade-long uptrend, then <$4k seems like the right place to be adding and increasing exposure.

if shit really hits the fan for some reason then $3.5k could be in the cards. if it gets there for no apparent reason, then this trend is cooked and I would probably stop paying it any attention.

$GLD

[mtn drew @mtndrew]

we're watching self-custody die in real time

[mtn drew @mtndrew]

@SqueezeMetrics how much do you think it's really the tail wagging the dog?

how many SPX companies are only successful BECAUSE they are in the SPX?

[mtn drew @mtndrew]

@_OH_71 agreed, on it's own, this does not affect my willingness to invest in NVDA

the problems are:
1) board might can him
2) heavy penalties due to selling to chinese front companies

[mtn drew @mtndrew]

i actually cannot believe how many of you seem to think cheating is no big deal

i never could have imagined this view was so prevalent

[mtn drew @mtndrew]

after some quick research, it looks like the big one (NDX) comes down to whether FTSE Russel's ICB classifies MSTR as Tech and not a Financial.

The classification is based on source(s) of revenues.

I now understand why Strategy has thus far completely neglected to utilize their BTC stack to earn any revenues or even sell more than a pittance while their market cap mNAV sits well below 1 - they're afraid of being reclassified by the ICB.

This also explains why they are so desperate to accumulate more BTC at all costs at the expense of common stockholders. Once they lose the passive index flows they will be forced to utilize their BTC stack to survive.

[mtn drew @mtndrew]

Last time I checked most of MSTR's index AUM did not come from MSCI

[rwlk @sherlock_hodles]

Crypto since 2022

[mtn drew @mtndrew]

Whatever fraction of Nvidia's revenues were coming from sales to China, it has to have been priced out by now, right?

[margin small @marginsmall]

we did it we finally found a topic ct cannot credibly claim expertise in

[mtn drew @mtndrew]

Pardon the weird writing style I had grok bot post this for me while I was talking to it in real time

[mtn drew @mtndrew]

jfc $NVDA

i'm guessing this is investors thinking this basically seals the deal that Jensen has to leave the company

YOU THOUGHT DOING BUSINESS AND 💧💧💧BUSINESS 💧💧💧WITH A CHINESE SPY DIDN'T SEAL THE DEAL???

[mtn drew @mtndrew]

@KSATX17 i stand corrected. how could i forget the golden goose

[mtn drew @mtndrew]

the s&amp;p 500 is humanity's greatest Wonder of the World

[tradfi news @tradfi]

*NVIDIA (NVDA) CEO JENSEN HUANG HAD AFFAIR WITH SUBORDINATE VP: NYT

*HUANG'S ALLEGED RELATIONSHIP WAS WITH NVIDIA (NVDA) HEALTH CARE VP KIMBERLY POWELL

*HUANG HUNG UP ON NYT INQUIRY; NVIDIA (NVDA) DECLINED COMMENT

$NVDA

[mtn drew @mtndrew]

i thought it was a funny interaction and the zcash guy actually explained it really well without being cringy.

you're not totally wrong though. i used to think that the broader distain for crypto was an indication that there was still plenty of opportunity to be early. i no longer think this.

crypto has fully saturated all globally available interest and liquidity by now. we're no more early to crypto than we are to stocks, bonds, precious metals, etc.

that being said, i still think it's an important technology that should exist and will hopefully continue to improve (e.g. ZCash!) and grow.

[mtn drew @mtndrew]

@JustDeauIt The other half of the bearish sentiment was about the question of, "where will the AI revenue come from?".

We need something to bring optimism to that question as well as the question of "will the data centers get built?".

[mtn drew @mtndrew]

Your answer to the question, "what's next after coding"?

If you had a second brain, would you want it on all the time or only a fraction of the time?

[Dylan Patel @dylan522p]

Persistent Agents are the next unlock of AI usage
Our spend on AI is now 45% persistent agents
Unfortunately for Anthropic, Claude Tags sucks
OpenAI's Slack agent is even worse
We primarily use Perplexity Computer, which uses a lot of different models
Perplexity's Harness mogs