Chris Adcock MD 🍊💊
@docstacks
doc by day, BTC by night 🚀 Long $BTC $MSTR 📖 #StudyBitcoin. not financial advice not medical advice. tweets are my own
Dit vind je misschien leuk
Great thread as always. “I think it is time to be wary of being long the legacy AI winners for 2026.” Analytical thought >>> FOMO If you’re not following @jvisserlabs and watching his regular videos, you’re not on the bleeding edge of AI and digital assets.
CoreWeave’s Warning: When AI Demand Meets Infrastructure Reality The AI boom of 2025 reshaped markets. But the next phase won’t be about capital—it’s about concrete. We’ve entered a supply-constrained revolution. 🧵👇
Did they try turning it off and on again?
WHITE HOUSE: FEDERAL STATISTICAL SYSTEM MAY HAVE PERMANENTLY BEEN DAMAGED WHITE HOUSE: OCTOBER JOBS REPORTS LIKELY NEVER RELEASED
This was so close to being the most based story of 2025. There are 38 trillion reasons to no longer invest in treasuries, but getting back at POTUS isn’t one of them. The risk-free nature of treasuries exists because there's a 100% chance they will print money before…
Lots of negative commentary about the concept of $MSTR ATM being used to pay yield of the Pref instruments. Below is an $MSTR Preferred equity analysis to showcase the mathematical relativity: *IF* $STRE is upsized to $1B, the Notional Pref O/S on all PPE would be ~ $7.69…
Many people that comment on what $MSTR is doing or how $STRC works, forget there is an underlying thesis of a very long game with the following 3 foundational concepts: ✅ Fiat money debasement is mathematically assured and accelerating ✅ Bitcoin is digital capital with an…
It’s our favorite time of year! It’s time for the: Quarterly Quarter Cow Contest One person who retweets and follows CrowdHealth will be eligible for a quarter cow delivered directly to your home by the famous @jakesteaks1 (US only. You do not…
So if liquidity is tight at the bank level and companies/individuals need funds they sell what they can, not what they want? Bitcoin pays the price until the bank reserves reach critical point necessitating a bail out. Is this what’s happening? I’m not sure. But there’s a…
Rate cuts and central banks and real estate in a nutshell. 😂 youtube.com/shorts/BnPnBGU…
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How much can I borrow… now? #finance #economy #housingmarket
My 6 year old would agree with this example. Make HotWheels Metal Again.
Slept in, breakfast with kids, easy day at work. Walked the new puppies. Now margaritas and some red meat. Top notch birthday. 🎉
It’s happening.
Here’s $0.5-1B of the $2B needed to meet BTC Yield goal. Canada is next
Strategy is offering $STRE (“Stream”), our first ever Euro-Denominated Perpetual Preferred Stock, to European and global institutional investors. $MSTR
There are sellers at every price and time. Liquidity above $100k and the 4 year cycle theory hit at the exact wrong/right time depending on your view. Market can support large exits and the uncertainty on cycle theory at its peaks. Rationality to OGs selling to secure the…
Folks are only just coming around to the idea that existing BTC holders are the primary source of sell-side pressure. Chart shows current 30-day sell-side pressure 🟠 is ~$34B/month No, the coins are not rotating into ETFs 🟢, nor are TCos big buyers🟣. Neither is large enough.
Still digesting $SATA offering but let’s get into it. First things first, scale and liquidity affect the ability to enter at size on day one of SATA but let’s set that aside for the following thought experiment. With $SATA and $STRC offering similar tax adjusted yield, and…
$ASST / $SMLR Merger Tracker is now live: asst-smlr-merger.replit.app With ASST recovery this week, the deal is back into fiat premium territory for SMLR shareholders. SMLR shareholders still have to approve with a simple majority. Vote: TBD Deal cutoff: March 22, 2026
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