NgU Technology
@Leo_HODL
Thesis: the pure signal that #bitcoin generates for efficient allocation of human activity and resource usage will create more value than all other usages of btc combined, including the “store of value” usage. This may make btc the most important invention in human history.
My 2 sats… we will hear next week that $LOC has 3x its bitcoin stack with cash from the raises already done. But that’s just my personal opinion.
Yep! We will update the market next week!
“Build systems that reward long-term thinking, and exit the ones that erode it.”
When future rewards are removed, immediate pleasures take over. If saving yields nothing, and long-term goals like homeownership feel out of reach, people shift toward short-term dopamine: fast food, scrolling, shopping, streaming. A system that disincentivizes saving doesn’t…
Update coming next week from $LOC. HODL ✊
Yep! We will update the market next week!
About one month ago (on June 25), $SWC was trading at the same price as it is today. And had 238 sats/ share. Today, sats/ share is 2.5x higher, at 602 sats/ share. 💪
Today's P/BYD chart. Some notable changes from yesterday (based on the red bars -- BYD since June 30): $TSWCF: 34 days --> now 30 days $MTPLF: 144 days --> now 129 days $DDC: 35 days --> now 39 days
It's interesting. When I started investing in Metaplanet ($3350; $MTPLF) near the start of their Bitcoin journey, and then other bitcoin treasury companies over the last year and a half or so, I have always viewed them as a trade with take profit levels and so forth. The buying…
I think consensus underestimates the demand for $H100.NGM once it hits the OTC. I personally expect to 2-4x my position once that happens (even with the price move that I expect will come with it). It’s simply a matter of opening access to accounts that can only invest in U.S.…
$SWC $TSWCF
Feeling extremely confident despite the price action today. Metaplanet, ALTBG, Strategy etc, are all down on open. It's industry wide, but that means there is deep value to be found. -mNAV is compressing, but still highly accretive at these levels for SWC ✅ -£21.5mil ready…
Updated P/BYD (in days) chart for favorite Bitcoin Treasury Companies following US market close today. Standardized Bitcoin yield period across companies and included for yield based on (1) since May 31, (2) since June 30, and (3) since July 14. Lower bars correspond to a…
Estimated P/BYD (in days) for some of favorite Bitcoin Treasury Companies.
My attempt at P/BYD comps for some faves.
Estimated P/BYD (in days) for some of favorite Bitcoin Treasury Companies.
Estimated P/BYD (in days) for some of favorite Bitcoin Treasury Companies.
The P/E ratio for Bitcoin treasury companies: P/BYD Price / Bitcoin Yield Delivered (we've been calling it "p-bid") represents a valuable new metric for #Bitcoin treasury company analysis. THREAD on how it works & what it reveals about traditional equities...
Stablecoin total market cap & bitcoin price. What do you think happens when stablecoin market cap goes vertical?
How does the first large U.S. bank end up with bitcoin on its balance sheet? When it buys $EXOD at a premium once GENIUS passes. You need a crypto wallet to process a stable coin transaction. 🤷♂️ @DavidFBailey @nic__carter
Based on a conservative MVRV of 5, we’re currently looking at a bitcoin price of $225k later this year.
Thoughts on why the pause in bitcoin purchases by $LOC? It has now been 26 days since the last buy. With the cash raised they could buy about 25 more bitcoins by my count. What’s the hold up???
How does the first large U.S. bank end up with bitcoin on its balance sheet? When it buys $EXOD at a premium once GENIUS passes. You need a crypto wallet to process a stable coin transaction. 🤷♂️ @DavidFBailey @nic__carter
Investors still don’t seem to grasp that ***you need a crypto wallet to transact with stable coins*** @matthew_sigel knows this.
Investors still don’t seem to grasp that ***you need a crypto wallet to transact with stable coins*** @matthew_sigel knows this.
🤔 $EXOD