nftgonza

Amateur Crypto Investor - Poker enthusiast - Wealth Manager

[nftgonza @nftgonza]

@ToolySOL Nope doesnt work that way - loan would be part of deceased party estate. At death, loan must be paid off, triggering taxes on sale of stock. Once paid, per trust language, inheritor will receive remaining stock at a stepped up basis.

[Shibo @GodsBurnt]

The moment you realize the Crypto Supercycle is real.

That they just had to shake everyone out before sending us to Valhalla.

That you held on to your coins because you're slightly retarded but it's all going to pay off now:

[Ran Neuner @cryptomanran]

Bitcoin after the US Treasury Buyback Announcement.

[𝙲𝚘𝚕𝚒𝚗 𝚃𝚊𝚕𝚔𝚜 𝙲𝚛𝚢𝚙𝚝𝚘 @ColinTCrypto]

I think this chart might be onto something.

A final top in 2026 is not out of the question— one with *actual* euphoria and an *actual* blow-off top. It would make more sense in that regard.

Both the ISM (“business cycle”) and the copper/gold chart have been timed with bitcoin’s cycles. They just happened to be 4-year cycles, previously.

If this is true, this is going to throw a lot of people off because they’re expecting the 4-year cycle foretells a bear market in 2026, when possibly we’re just gearing up for the next leg up.

I would not discount this possibility.

Chart by @Sykodelic_

[Ash Crypto @AshCrypto]

If you are scared, read this.

In the first few days of November 2024, Bitcoin dumped from $71k to $66k, and everyone said the market was done, but then $BTC pumped 60% from $66k to $108k in just 45 days.

From Nov 4th 2024 to Dec 15th 2024, ETH pumped 75%, and the altcoin market cap jumped 138%, sending many alts 5x-10x in less than 2 months.

So this tells you the market only needs 45 days to give explosive parabolic returns.

Today we are at the same spot, Nov just started and we are dumping.

But all the data is positive

Fed will cut rates in December
QT ending Dec 1
QE is here ( Fed buying treasury bills )
Crypto market bill close to buying
US-China trade deal signed
Gold topped
U.S. stocks hitting new highs

So I’m not fcking leaving, I’m still bullish.

Crypto prices are being manipulated and suppressed. I don’t buy the idea that all the data is good, everything in the world is pumping with liquidity but crypto is done.

So I’m holding and waiting patiently. Definitely not easy, but we all knew the risks before we started investing into internet money.

[Finance Guy @GuyTalksFinance]

“Bitcoin has no utility” used to be my biggest criticism.

Then I learned Bitcoin protects our money from the government devaluing our purchasing power.

There’s no better utility than that.

[Carl ₿ MENGER ⚡️🇸🇻 @CarlBMenger]

Not f*cking selling #Bitcoin. 💎

[nftgonza @nftgonza]

@martypartymusic Im beginning to question why we invest in a rigged game? If they can manipulate the crypto market, maybe its not a good idea to be in it. Not worth the risk at the moment.

[greg @greg16676935420]

You can’t spell crypto without cry

[naiive @naiivememe]

dear lord, just get back to my entry, i don’t even want profit

[John Trades MBA @JPATrades]

Trump To All Of Us Today

[Ragnar @RoaringRagnar]

Michael Saylor's Masterclass on Bitcoin Volatility:

(Very fitting today.)

 "Volatility is a gift to the faithful. It scares away the tourist, it scares away the lazy, it scares away the people that are already conventionally rich that have all the money. If you're a 20 something or a 30 something, and you're willing to do the work, if you were willing to spend a hundred hours or 200 hours, if you have more time than money, then the volatility of Bitcoin is a gift to you.

If you have more money than time and you're arrogant and egotistical and, and you just pick the obvious, then if the volatility goes away, you buy Bitcoin. If people in the rest of the world knew what I know and they understood and they agreed with me, Bitcoin would go to $10 million tomorrow.

And if Bitcoin went to $10 million tomorrow, I want you to think about how you would feel because you would lose 20 years of stacking opportunity during which you get to buy at less than $10 million. So the difference between $10 million and $100, 000, that's what you give up if the volatility goes away and people start to agree with you."

Bookmark this. You will want to revisit it regularly.

[nftgonza @nftgonza]

@suibooster Wait what's happening??? Explain please??

[Cantonese Cat 🐱🐈 @cantonmeow]

#Ethereum breakout confirmed, as the daily candle closed.

[CZ 🔶 BNB @cz_binance]

Crypto President!

[Coin Bureau @coinbureau]

🚨BREAKING: 🇺🇸 US TREASURY EXEMPTS $BITCOIN & CRYPTO FROM 15% CORPORATE MINIMUM TAX.

[Carl ₿ MENGER ⚡️🇸🇻 @CarlBMenger]

We ride at dawn bitches. #Bitcoin

[Sleuth 🔎 @YoYInvestor]

THE BILLION-DOLLAR CASH-FLOW OPPORTUNITY FOR $BMNR THAT NOBODY IS TALKING ABOUT

We all know that @fundstrat and $BMNR are well on their way to accumulating 5% of total $ETH supply. This week alone, $BMNR bought nearly $1B worth of $ETH, an incredible display of their speed, size, and liquidity.

Being the biggest and fastest $ETH DAT is the main reason for the premium-to-NAV that the market has assigned to $BMNR. However, there is another incredibly-powerful weapon in their arsenal that nobody is talking about: the cash-flow opportunity via staking.

The yield that can be generated by on-chain staking is a perfect representation of $ETH’s utility as an asset. Simply put, staking involves locking up a portion of your $ETH to help support the network’s security and operations by validating transactions. In doing this, you earn a yield on your staked $ETH, which can range from 3-5% APY depending on network activity. Further, there are additional protocols such as liquid re-staking that can earn additional yield. Crypto-native asset managers such as @ElectricCapital have discussed the potential of up to 9% APY when fully leveraging staking/re-staking/other DeFi protocols.

Why does this matter for $BMNR?

It’s simple — as far as we know, $BMNR has not begun staking their massive pile of $ETH yet, meaning the market isn’t pricing in the explosive cash-flow opportunity from putting their 6M $ETH to work on-chain, once their 5% goal is reached (not that they can’t start doing this sooner).

To illustrate the power of this opportunity, let’s say $BMNR owns 6M $ETH, trading at $10,000 per token. Now, let’s assume $BMNR can get a modest 4% APY from staking. The result?

$2.4B in cash flow from passive staking, all while bolstering network security, validating transactions, and serving as a benevolent entity to Ethereum as a whole.

What if $BMNR eventually owns 7M tokens when $ETH is trading at $60,000? What if $BMNR can deploy additional staking protocols to get 6% APY?

The result is a staggering $25.2B in cash flow for a business with immaterial operating costs.

Attach a 30x multiple to that, assume 700M shares outstanding, and you get a $BMNR share price of $1,080, a 2,060% increase from current levels.

Everyone is so focused on NAV right now that they are missing the unbelievable opportunity that exists for $BMNR to pull in billions in free cash flow, which they can use to buy more $ETH, do share buybacks, pay cash dividends, or acquire other DATs.

I believe this could be the most ferociously-accretive flywheel the capital markets have ever seen.

The crazy part is, this still is not priced in, and I believe this will easily justify a 2.25x+ mNAV on the $BMNR share price. @fundstrat is not only going to grow your $ETH per share, he’s also going to grow your earnings-per-share.

An aggressive re-rating might be just around the corner. $BMNR