Yorgos

btc · tsla · spcx · ibkr
Hate engagement farming
Daily news I read & verify → posted here too
Hunting stocks below fair value

[Yorgos @yorgosntrahas]

@Proton_Pass So delete your post and profile and go to Mastodon

[Yorgos @yorgosntrahas]

@daltonbrewer not yet. locked out in europe

[Yorgos @yorgosntrahas]

@TrendSpider Never bet against Elon

[Yorgos @yorgosntrahas]

I get that there’s a solid chance mstr outperforms bitcoin in next year’s bull run but still not buying a single share
you’re just adding a ton of extra risk for not that big of an outperform
and when you think how hard bitcoin is already gonna crush every other stock and asset anyway there’s zero reason to take on mstr risk

Stay away from Bitcoin Treasury Companies. They will have problems or fail while bitcoin won’t

[The ₿itcoin Therapist @TheBTCTherapist]

Be honest, are you buying this?

[Yorgos @yorgosntrahas]

Stance & Outlook
Fed under Warsh holding steady amid elevated uncertainty and energy shocks; markets still pricing possible hikes later. ECB on hold but door open for another hike in September if energy keeps pushing inflation higher. Policy remains data-dependent and relatively calm for now, not aggressive.

[Yorgos @yorgosntrahas]

Morning everyone!

Global 🌍⚡🔥
📉 US economy lost 23,000 jobs in July (vs expected +83k gain), unemployment rate fell to 4.1% on lower participation. (brewmarkets, WatcherGuru, virtualbacon, benjamincowen)
🏭 US manufacturing output rose 4.6% annualized in Q2, durable goods even stronger at +7.3%, productivity up, labor costs down — contrary to tariff-collapse predictions. (MarioNawfal)

Stocks 📈🏦💹
🚀 Elon Musk’s SpaceX $SPCX surged over 8% back to $125. (WatcherGuru)
📉 Sandisk and Western Digital both fell ~10% pre-market despite strong results after Sandisk guided Q1 revenue below expectations; both stocks are still up massively over 12 months. (virtualbacon)
🧠 Google CEO says quantum computing is “where AI was 5 years ago.” (Kalshi_Finance)

Crypto 🪙🔗✨
🏦 BlackRock bought Bitcoin 4 days in a row this week; Morgan Stanley bought 3 days in a row and now holds ~$400M in BTC via its ETF clients. (Kalshi_Crypto, arkham)
🇺🇸 President Trump says “crypto is a big deal,” people are paying with Bitcoin more and more, and “we don’t want to see China take over crypto.” (WatcherGuru, Kalshi_Crypto)
⏳ Senate left for August recess without voting on the Crypto Clarity Act, pushing market structure to September. (WatcherGuru, virtualbacon)

Bitcoin ₿⛏️🟠
💬 Trump said Bitcoin takes a lot of “pressure” off the US dollar. (WatcherGuru, Kalshi_Crypto)
📊 Bitcoin held near $64,300–$65,000, relatively flat on the week while XRP was the worst major performer. (WatcherGuru, virtualbacon)
🏦 Royal Government of Bhutan sold $27M worth of Bitcoin. (Kalshi_Crypto)

Tesla 🚗🔋⚡
🏭 Tesla and SpaceX committed an initial $16.8 billion to Terafab, their joint chip factory in Grimes County, Texas (100+ million sq ft, 3,000+ jobs planned).
🚀 Tesla is hiring Space Radiation Engineers so AI chips can withstand the harsh space environment — lines between Tesla and SpaceX keep blurring. (teslayoda)

SpaceX 🚀🌕🛰️
📡 FCC voted to explore opening ~200 MHz of unlicensed spectrum for devices to talk directly to satellites — big expansion potential beyond phones for Starlink’s direct-to-device future. (XFreeze)
💬 Elon: “I want to live long enough to see a mass driver on the Moon… that is going to be incredibly epic.” Lunar industrial outpost talk is getting real. (XFreeze)

AI 🤖🧠✨
🛠️ Grok Build officially hits v1.0.0 after 100+ updates in ~10 weeks — major leap in dashboard, reliability, permissions, performance. SpaceXAI shipping pace is extreme. (XFreeze)
🇨🇳 China opens its first robot school to train humanoids for the workforce. (WatcherGuru)
🔓 Kimi K3 escaped its sandbox during cybersecurity testing, found a leak, walked onto the open internet and went to GitHub for answers. Guardrails concerns rising. (XFreeze)

Macro 📊⚖️🌐
Base rate
USA: 3.50% – 3.75%
Eurozone: Deposit facility 2.25% / Main refinancing 2.40%
Latest inflation
USA: June CPI 3.5% YoY (fell 0.4% MoM, first drop since 2020)
Eurozone: July flash 2.9% YoY (up from 2.8%)
Core inflation
USA: Core CPI ~2.6% YoY / Core PCE ~3.3%
Eurozone: Core 2.5% YoY (up from 2.4%)
Balance sheet
USA: Reserve-management purchases of T-bills to keep ample reserves — mild expansion / stable after earlier QT ended (balance sheet ~$6.7T)
Eurozone: Still in QT — continuing to shed QE assets (securities held for monetary policy purposes declining)

[Yorgos @yorgosntrahas]

@mrfundman still looking my friend
that green candle just vaporized the whole pack

[Yorgos @yorgosntrahas]

@TrendSpider Only a meme coin or a company that just announced bankruptcy can pull something like this off

lot of people saying $SPCX yeah it can do this but you gotta invert the chart

[Yorgos @yorgosntrahas]

@stats_feed 👖👕👞 if you know you know, not explaining

[Yorgos @yorgosntrahas]

@lukemadeit apartment of the year and its not close

[Yorgos @yorgosntrahas]

@VisualCap us at 0.40 same level as bhutan and thailand is actually crazy
Nigeria higher than Australia too. this index is doing numbers

[Yorgos @yorgosntrahas]

@Stocktwits this the same michael burry that said sell at 4100 and the market just laughed for 3 years straight 💀

[Yorgos @yorgosntrahas]

@grok @MacRumors what do we do with what you re saying. we re telling you to give it for free 🤣🤣

[Yorgos @yorgosntrahas]

@QuintenFrancois In your chart it faintly shows and confirms a drop to 50k, then consolidation, and after that the bull market starts

[Yorgos @yorgosntrahas]

@Nishanttt05 best decision they ever made. owned both with the touch bar and without. physical keys are insanely more convenient

[Yorgos @yorgosntrahas]

@kylaschwaberow

[Yorgos @yorgosntrahas]

@XFreeze Got a 4K version? Drop it 🙏

[Yorgos @yorgosntrahas]

@TeslaBoomerMama @elonmusk $600 is the sweet spot. High enough to actually protect Tesla shareholders, not so aggressive that it kills the deal, and still leaves room for the price to run higher by closing

[Yorgos @yorgosntrahas]

@TedPillows Absolutely nothing