NorthBit Capital

Identifying the best opportunities within the chaos of disruptive tech.

AI | Crypto | Experiences

[NorthBit Capital @NorthBit]

This aged well. The bull market is the payoff for discipline and focus in the bear.

It isn't too late. Stay disciplined. Stack.

https://t.co/9dAL5sGxJx

[NorthBit Capital @NorthBit]

@Alice_MiaX This probably brings more liquidity to the insiders who know what will be tweeted, who can front run banks/funds while banks/funds can front run us.

The only way this is legal is if no one ever considered it would happen.

[NorthBit Capital @NorthBit]

@TheStalwart yes, that's the point.

[NorthBit Capital @NorthBit]

This is a fun example of data vs lived experience.

Ask a few football fans what the greatest comebacks were and you'll get a list pretty quickly, if it isn't mentioned it didn't matter that much.

Man City won the league with 2 goals in stoppage time. Man utd won the champs league with 2 goals in stoppage time. Several 4 goal comebacks.

[NorthBit Capital @NorthBit]

@aleabitoreddit From the meme folder.

[NorthBit Capital @NorthBit]

@SimpPolice911 Hold up... US keeper has entered the chat.

[NorthBit Capital @NorthBit]

@NighthawkTradez The problem being that Iren is issuing shares faster than institutions are buying them.

[NorthBit Capital @NorthBit]

@EricBalchunas League soccer is as simple as it gets. It also doesn't matter that much outside of some big games or small games that end up in shocks.

The world cup is always high stakes, high drama, and awesome.

This is amplified by the stars and tactical approaches clashing.

[NorthBit Capital @NorthBit]

@nikitabier This makes logical sense, good experiment to run.

[NorthBit Capital @NorthBit]

@ACInvestorBlog Short interest is going up slower than their shares outstanding.

[NorthBit Capital @NorthBit]

@growthrapidly It's a valuable company, and it's growing in value all the time. The problem is shareholders don't see a large chunk of that because of the dilution.

[NorthBit Capital @NorthBit]

@InvestwithMEH This is great.

Rename Neutral as Meh.

[MEH @InvestwithMEH]

Sunday Funday with Claude. I’ve built a more robust fear and greed style indicator. But unlike the cnbc one, it’s adjustable on different timeframes all the way back to 2000. Updates daily at 5:30pm EST

I call it the MEHdicator, found here:

https://t.co/uAOVvQA86y

[NorthBit Capital @NorthBit]

@StockMKTNewz @VistaSharesX This is 3months+ old info now right?

[Eric Balchunas @EricBalchunas]

Nice look into how Grantham’s own money is long us tech, which taps into something I’ve long argued: most perms-bears and doomer columnists are likely long us stocks in their PAs. Burry is exception, he seems to walk the walk, which i respect even if i dont agree w his calls.

[NorthBit Capital @NorthBit]

@EricBalchunas They gotta eat.

[NorthBit Capital @NorthBit]

@punk9059 @ZynxBTC STRD is most junior. The dividend is discretionary. The spread isn't appealing enough compared to the others for the added risk.

[NorthBit Capital @NorthBit]

@ZynxBTC It's the most junior of their preferred offerings and management can defer the dividend, they do not have to make it up if they do.

[NorthBit Capital @NorthBit]

@EricBalchunas @idobitcoin2 Take a look at some Arsenal corner kicks from this year, it descends into farce pretty quickly.

The "one guy" someone else mentioned is one of the best coaches of all time, known for flowing and attacking football. It's a great middle point of letting the game run + help attack

[NorthBit Capital @NorthBit]

@CoopGolfs Man marking assignments can work if the player needs space to make plays, Messi doesn't.

You can try anyway, but the trade off is you lose your teams shape (defensive and attacking).

Makes it easier for the rest of the team to beat you.

[NorthBit Capital @NorthBit]

@BullTheoryio it was free if you held $WDC I'm still shocked the analysts missed it.