TheBitcoinTrail
@IamBitcoinTrail
Father who is learning on the job, SaaS VP, Bitcoin investor learning all the hard ways, former world traveler, dreamer of outdoor adventures.
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I'm not chasing $CIFR here. I've got a long position that I've had since 2022 but a large convertible is as likely as a deal with META. I'm rooting for all the $CIFR holders and the company, but they'll probably need capital for CapEx. A convertible funder wants a large arb.
$IREN went +20% to 0%. Some options went +800% to red. Jane Street and Susquehanna...
Closing in on $92 million of raised capital in 10 days. We’re not some passive ETH holder. We’re engineering yield, capturing alpha, and giving investors a front-row seat to the real upside in crypto - all through $GAME. This isn’t a treasury play. It’s a takeover.
From our CEO @justin_kenna: "This raise marks a pivotal milestone for GameSquare. It enables us to move with speed and scale to continue to build what we believe is one of the most ambitious Ethereum treasury strategies in the public markets."
$MARA is due for a monster convertible note to really grease the hedge fund wheels. < 30 days I presume.
$TNXP If you had invested $13.4 BILLION in Tonix Pharmaceuticals in 2014, today you would have $42. Simply investing in the S&P 500 netted you a 251%. Is this like the $MULN of Pharma?

“They keep asking about the Epstein files. We need a yuge distraction. Tell the weather nerds to make some more clouds and divert some water into the tunnels. Let’s use this new AI stuff to make some Biblical comments. Also tariffs, more tariffs” - PPP
I can't find a single bear on my timeline. Yes, Bitcoin just hit an all time high. Yes, we consolidated for a long time. However, miners have been one of the most painful trades for 4 years. I have a hard time believing institutions let the new blood in $IREN, $CIFR,…

Today $GAME has traded 81M shares which will finish at least 3x yesterday's volume. There are still zero shares available to borrow which likely means shorts aren't covering in size. Outstanding shares are only 39M. They shorted 10M shares yesterday, unlikely they covered huge…
