Theux

Brazilian 🇧🇷 Sr Credit analyst | MSc Economics | Macro, monetary systems & global cycles

[Theux @theuxam]

Interest rates spikes drawing liquidity everywhere else. $BTC also gets dehydrated when that happens.

What really matters is what’s driving rates so high. And what comes next when rates can no longer be rolled over.

That window is still open. Use it to stack, not complain.

[Theux @theuxam]

Wall Street has taken out of circulation another 1,587 BTC

[Michael Saylor @saylor]

Strategy has acquired 1,587 BTC for $100 million to increase our $BTC Reserve to ₿846,842. We have also increased our USD Reserve by $100 million to $1.1 billion. $MSTR $STRC https://t.co/27PYXJN7GD

[Theux @theuxam]

A lot more stack than most would say. 32 $BTC was just a test and may be applied to cool prices down if they want.

[Michael Saylor @saylor]

Strategy has acquired 1,587 BTC for $100 million to increase our $BTC Reserve to ₿846,842. We have also increased our USD Reserve by $100 million to $1.1 billion. $MSTR $STRC https://t.co/27PYXJN7GD

[UTXO Times @PolyBackTests]

0.1 BTC is a lot of Bitcoin
0.2 BTC is a lot of Bitcoin
0.5 BTC is a lot of Bitcoin
0.7 BTC is a lot of Bitcoin
0.9 BTC is a lot of Bitcoin
1 BTC is a lot of Bitcoin
2 BTC is a lot of Bitcoin

Don't let the fiat-brained convince you otherwise.

[Remu ⚡️ @btcbenchmark]

Credit cards are now so overblown that going to the airport lounge is the ultimate pleb experience. Even the fast-track lane has longer lines than the normal security check.

[Brian Armstrong @brian_armstrong]

I’m as bullish as ever on Bitcoin, and still long (as always).

It’s never as good or bad as it seems.

[Chris Millas @ChrisMMillas]

When you stop viewing Bitcoin as an investment and start viewing it as a necessity to maintain your individual sovereignty, all of the volatility and noise that surrounds it becomes meaningless.

[i/o @avidseries]

@PeterMcCormack Nothing would make me happier than to see Adobe and its subscriptions-only model die a horrible death.

[Enea₿⚡️ @EneaDenkt]

Don’t buy Bitcoin.

It might crash to $55k, then climb all the way to $90k.

Then it will be called dead again as it crashes to $60k, before climbing to $100k.

And it will continue like this nonstop for the next 10 years.

It’s far too volatile to be taken seriously, let alone bought in meaningful amounts.

It doesn’t matter that institutions are piling in, that it has reached a $1–2T market cap, or that the US government has made it a reserve asset.

The media is clear and unanimous on :

Bitcoin is dead.
Bitcoin is volatile.
Stay away from that crap.

Go buy SanDisk, Nvidia, or the Nasdaq instead. Consensus is clear there. Great companies, performing great, solving real problems.

In fact, they are at all-time highs, which proves it is a good moment to buy, because everyone agrees they are great.

If you feel a bit braver, buy SpaceX.

It has huge growth potential and is already valued at $1.7T, making it the 8th most valuable company in the world.

Imagine how much value it will have delivered when it does another 10x from here.

If you are more risk-averse, go get a 30-year loan and buy a house.

This is the only way common people like you and me can access huge leverage, and leverage is how you make a lot of money.

It’s the safe way to wealth.

As a very smart friend once taught me: if you change your mind, you just sell it and get your money back.

It’s that easy. Nothing can go wrong.

I asked him about refinancing risk, and he said that never happens because real estate always goes up.

Don't buy Bitcoin. Buy everything else, but do yourself a favour, don't buy Bitcoin.

Leave that to me, @saylor, podcasters like @PunterJeff, deranged economists like @LynAldenContact, and a bunch of other psychopaths.

[Theux @theuxam]

@kimkiminvestor Never fall in love for a Sunday evening pump!

[Theux @theuxam]

@CNNBrasil Vai subir se tiver alguém disposto a pagar kkkkkk

[Theux @theuxam]

@toninhodocall As pessoas que tinham dinheiro na conta corrente perderam tudo?

[Senator Cynthia Lummis @SenLummis]

A Strategic Bitcoin Reserve is the most asymmetric bet the U.S. Treasury could make. The downside is manageable. The upside is generational.

[Theux @theuxam]

@kit_sats People earn in different currencies and have their over dues to pay… any amount saved in Bitcoin is ahead of most

[Fred Krueger @dotkrueger]

Always remember

1. Stay Calm
2. Stack Sats

I’m seeing people forget both of them.

[Kevin Malone @Malone_Wealth]

Before you go to bed, chew on this:

Take the entire S&P 500 market cap… subtract all U.S. consumer debt and all U.S. government debt… and you’d still be below the stock market’s low point in the Great Depression....

Quite possibly the largest Ponzi that humanity will ever see.

[Marty Bent @MartyBent]

Back to basics.

Fiat money is fake and immoral.

Humanity is being cattle herded into a debt slavery system enhanced by AI-enabled dragnet surveillance.

Bitcoin fixes this.

If you don't get it, I don't have time to explain it to you. Figure it out.

[Theux @theuxam]

Wall Street is like begging retail for more money into #SpaceX, so we can go public with our companies at the highest valuation while we exit silently. They did that before. Predictable.

[Theux @theuxam]

@QuintenFrancois AI is hallucinating

[Anonymous @YourAnonNews]

AI isn't the revolution you think it is. There is a specific purpose behind it - it's to drive your critical thinking skills down, it's also to make you ignorant and lazy.
They're selling you this stuff and they know what it's going to do to the population. Think about it.

[DANNY @Danny_Crypton]

🚨 WARNING: THE NEXT 48 HOURS WILL CRASH GLOBAL MARKETS!!

In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever

I've been trading for over a decade, and I have never seen them rewrite the rulebook like this

Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company

That doesn't happen by accident

Let me show you exactly what they did:

First, Fidelity dropped its minimum account size from $500,000 to $2,000

A 99.6% cut

Think about that:

The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.

Ask yourself one question

Why do they suddenly want YOU in?

Because somebody needs people to sell to.

SpaceX reserved 30% of the deal for retail

THREE TIMES the normal share

And even then, most people didn't get a full allocation.

So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.

That's half of the selling you're seeing.

The other half? The smart money front-running July.

Here's the trick:

SpaceX doesn't join the Nasdaq 100 on day one.

It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days

Just for this.

The moment it joins, every QQQ fund on Earth is FORCED to buy.

$22–27 billion in automatic buying.

Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.

The funds know the stampede is coming.

So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.

THAT is your selloff.

Now here's the part nobody will say out loud:

When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market…

That's NOT generosity

That's distribution at the top.

We've seen this movie twice:

- 2000 Dotcom
- 2021 SPAC mania

Insiders cash out at insane valuations while the crowd chases the hype.

The math ain't mathing.

So you've got two choices in the next 48 hours:

Chase the most expensive IPO in history at the open…

Or read the prospectus and realize you might BE the exit.

The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.

Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.

Many people are going to wish they followed me before June 12, 2026.

Soon, you'll understand why.