ward.ventures

Bitcoin is the greatest, single asset and purest form of capital the world has ever seen. Buy Bitcoin. Don't sell the Bitcoin. #Bitcoin $MSTR @Strategy

[ward.ventures @wardventures]

Make America Great Again @realDonaldTrump @JDVance @mikepompeo @SheehyforMT @davidcarterward #MAGA2024

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX plans to sell approximately 555.6 million shares at $135 per share in its upcoming IPO, according to new SEC filings.

At that price, the offering would raise $75 billion, making it the largest IPO in history by a wide margin.

This would value SpaceX at $1.77 trillion.

[The ₿itcoin Therapist @TheBTCTherapist]

The 4 Rules of Bitcoin

Rule #1: when the price goes up you hodl

Rule #2: when the price goes down you buy

Rule #3: when the price goes down a lot you puke your guts out and buy more

Rule #4: when the price goes up a lot you tell everyone to have fun staying poor

[Adam Livingston @AdamBLiv]

Bitcoin just kissing the 200 WMA.

Yesterday we hit $61,442.70, which actually pierced below the 200WMA by about 0.61%.

Bottom 9% of historical valuation, and historically this zone has produced median 12-month returns above 120% and median 24-month returns above 320%.

Buying more here.

[The ₿itcoin Therapist @TheBTCTherapist]

“Bitcoin is a hedge against inflation.”

[David Lawrence @d_1awrence]

Whenever you see Bitcoin's price drop, check the power law chart.

Bitcoin's price currently sits at around $66,000 per coin.

The support level (that Bitcoin has never dipped under), is c.$58,600.

It's linear value (ie the green line), suggests Bitcoin should be around $165k per coin today.

The resistance line, that it surpassed in 2014, hit in 2018 and got 70% of the way to hitting it in 2021, is $581k today.

This tells me one thing: Bitcoin is undervalued, underappreciated & misunderstood.

For those that understand what it is, this is an opportunity.

This is like $5k in 2020, or $16k in 2022.

What would you give for an opportunity to buy at $16k again?

We'll be speaking of $60k in the same way in 2029.

There are calls that Bitcoin is dead. That this is the start of Bitcoin going to zero. That its going to drop to $40k before miraculously returning to an ATH.

All predictions made by people who are using emotion, rather than historical data & math.

Bitcoin as incredibly oversold at these prices.

It wont stay like this forever. Those hoping it fails are going to be in the wrong side of history.

I'm buying more.

[Jeff Park @dgt10011]

I don’t think Bitcoin is selling off because of MSTR

I think it’s being tapped to fund the market’s upcoming hot ball of money trades: SpaceX, Anthropic, whatever else everyone suddenly “has to own”

This means in the future, the correlation breakdown will itself become the fuel

[Michael Saylor @saylor]

Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.

[Joe Burnett, MSBA @IIICapital]

BTC only goes down. Difficult to see how it moves higher from here.

[The ₿itcoin Therapist @TheBTCTherapist]

TREASURY SECRETARY SCOTT BESSENT SAYS HE LOOKS FORWARD TO THE CLARITY ACT PASSING THIS SUMMER AND THE U.S. IS MAKING “NEW GROUND” WITH THE STRATEGIC BITCOIN RESERVE.

[Up & Adams @UpAndAdamsShow]

Kansas City is BY FAR the best World Cup host city. Change our minds:

@FIFAWorldCup | @heykayadams

[Anthony Pompliano 🌪 @APompliano]

Hard truth: Wall Street is shaking out some of the bitcoin believers.

Couldn't be me.

[Brian Armstrong @brian_armstrong]

Big month @Coinbase:

- First company bringing global crypto perps + options to the US in a compliant way
- Official USDC treasury deployer for @HyperliquidX
- Gold & silver perps now live outside the US (coming to the US soon)
- Partnered with Standard Chartered to expand global fiat access for institutional clients

+ more in the article below:

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: 🇺🇸 Treasury Secretary Scott Bessent says he's looking forward to working with lawmakers on the Strategic Bitcoin Reserve 👀

"We are proceeding with all deliberate speed. And we are making sure...we use best practices and things will be durable for the future" 🚀

[Phong Le @phongle]

$GOOG's proposed $80B capital raise includes a $15B convertible preferred and a $40B ATM. Financing tools popularized by $MSTR to acquire Bitcoin are now being used by a Mag 7 company to build AI. AI and Bitcoin are the digital rails of the future.

[Senator Cynthia Lummis @SenLummis]

We are continuing the work on the Clarity Act to ensure that America is the one who writes the rules.

This bipartisan bill will protect consumers.

[Jordi Visser @jvisserlabs]

“We will have a crash.”

That was the guarantee on national TV from a prominent financial journalist who just spent 8 years researching 1929 for a book by the same name. Yes, 8 years.

Maybe he is right or maybe he is selling books.

Or maybe after studying the greatest crash in market history for nearly a decade, every market starts to look like 1929.

That is exactly why investors should be using AI.

Not to predict the future perfectly, but to study the realities of crashes and bubbles without bias: how they actually formed, how they actually ended, what technical signals showed up, what was different each time, and how much fear was driven by narrative instead of data.

This week’s video is about why subscription driven bear porn only hurts you, the psychology behind bubble calls, and how to use technical analysis and AI to take control of your own view instead of letting fear narratives control you.

Watch here:https://t.co/4XW2tAxWXv

[Patrick Witt @patrickjwitt]

The Clarity Act is the most pro-law enforcement crypto bill ever considered by Congress. Fact.

[Faryar Shirzad 🛡️ @faryarshirzad]

Let’s go! Huge thanks to @LeaderJohnThune and his outstanding team.

[Brian Armstrong @brian_armstrong]

Aging is arguably the root cause of most major diseases (loss of function in our cells). Four years ago, we made a bet that aging was treatable, and NewLimit was born.

NewLimit now has a prototype drug that reverses the age of some human cells (restores function they had when they were younger), and a clinical trial scheduled for next year (with more drug candidates in the pipeline).

Grateful to Founders Fund, Thrive, Greenoaks, and the rest of the investors for this latest round. @jacobkimmel and the team are just getting started.