I genuinely don’t understand the Bitcoin excitement right now.
Wake me up when BTC hits $200K in the next 24 months. Anything short of that is just noise.
A good stock picker has already outperformed Bitcoin in the last 5 years.
I’m not bearish. I’m just not impressed.
There’s a difference.
did Eric Jackson really sell $open after pumping it? Is this true?
Why are insurance companies raising fixed annuity rates if rates have supposedly already peaked?
FinTwit says the peak is behind us. Actuaries at insurance companies seem to be saying otherwise.
So who’s right?
Symmetric upside is forming across every key sector.
If your FA didn’t prep you in 2022 for:
⚡ Energy
🌎 Land
⚙️ Power
🏗️ Infrastructure
🧠 AI
Reese_The_Investor ✍ retweeted
The reward for Charlie Kirk’s killer should be so BIG the killers mom would turn the killer in. I would pledge another $100,000 if I knew how to do so. Does anyone know how to set up pledge account where Americans can contribute so we get the reward in the millions to anyone providing real evidence that results in the capture & conviction of the killer or killers?
The current $100,000 reward for information leading to the identification and arrest of the individual(s) responsible for the assassination of conservative activist Charlie Kirk on September 10, 2025, at Utah Valley University in Orem, Utah, is being offered by the FBI. Tips can be submitted to 1-800-CALL-FBI (1-800-225-5324) or via fbi.gov/tips, including any relevant photos or videos.
CoreWeave Q2’25
• Revenue: $1.2B (+207% YoY)
• Backlog: $30B (tied to OpenAI + a hyperscaler)
• Adj. EBITDA: $753M (62% margin)
• GAAP net loss: -$290M
• CapEx: record $2.9B
• Interest: $267M
Growth vs. Profitability — customer concentration + debt = the real risk.
I am going to be adding around 50-60 level.
Reese_The_Investor ✍ retweeted
Monster day for $OPEN.
Up 25% today and the stock closed above $3 for the first time in more than a year.
Fingers crossed management can continue to capitalize on the momentum & build a great business to redefine residential real estate.
I am long and cheering for the company.
Reese_The_Investor ✍ retweeted
"No Spare Capacity": Watchdog Warns Largest US Grid Is Maxed Out Amid Data Center Buildout zerohedge.com/commodities/no…
Military Time x US Market x ICT Concepts
0930 (9:30 AM) – Market Opens | Killzone, liquidity sweep
1000 (10:00 AM) – Early bait | Judas Swing trap
1130 (11:30 AM) – Mid-morning | Reversal/consolidation zone
1200 (12:00 PM) – Lunch hour | Low volume, potential manipulation
1300 (1:00 PM) – Early afternoon | Accumulation/distribution
1330 (1:30 PM) – Afternoon session | Price delivery toward liquidity
1500 (3:00 PM) – Power Hour | Repricing, high-probability setups
1600 (4:00 PM) – Market Close | NY session ends, daily range complete
1630 (4:30 PM) – After-hours begin | Low volume, ICT avoids
2000 (8:00 PM) – Asia session opens | New liquidity forms
Reese_The_Investor ✍ retweeted
Tomorrow, we launch our first MARA Fireside: a series on how digital energy technologies are shaping the future.
MARA CEO @fgthiel sits down with @SiemensUS_CEO and MARA board member Barbara Humpton to discuss how energy, compute, and Bitcoin are shaping U.S. infrastructure and national power.
Full episode premieres May 13.
Reese_The_Investor ✍ retweeted
Would large scale Bitcoin mining deployment have prevented the power outages in Spain/Portugal?
Short answer: "Yes"
Before the outage hit, Spain was running its grid with very little of what's called "dispatchable spinning generation" (also known as inertia).
The image below is a snapshot from 12.30pm local time, 5 minutes before the outage occurred.
"Dispatchable spinning generation" means power plants, like gas or nuclear, that can quickly adjust their output to keep the grid stable. The name "spinning" refers to the turbines that traditional generation plants such as coal, gas, nuclear that use spinning turbines help with this.
Traditional plants provide this with their spinning turbines, but renewables don't, making the grid more fragile if you don't have a way to very rapidly load-balance in the case of an outage.
This likely contributed to the outage that hit Spain, Portugal, and parts of France, as the grid couldn't handle sudden disruptions well.
We don't need to speculate what would have happened had they had wide-scale Bitcoin mining operations: Texas provides a blueprint of what would have happened: Bitcoin minings would have been instantly notified of the major outage, and within under a second would have adjusted their demand, stablizing the frequency of the grid by preventing a major demand-supply imbalance.
Texas for context has the highest solar&wind penetration of any grid in US. On one recent day power from solar and wind was 76% of total Texas grid demand (canarymedia.com/articles/cle…), but Texas' (ERCOT) grid also has 3 GW of controllable load in the form of Bitcoin mining that it uses heavily in the case of outages or sudden unanticipated peak demand.
What happened in Spain and Portugal is not an inherent risk of renewables, its what happens when the renewable energy transition is done in a partial way, without due considerable to load balancing.
Batteries are part of the solution too. Bitcoin mining and Batteries have different unique advantages. Bitcoin mining has the advantage of being modular, and low cost to deploy. Bitcoin mining also keeps the cost of power low for retail users by reducing the expensive curtailment fees that grid operators would otherwise have had to pay solar and wind operators.
We have the solutions right under our noses, let's start using them.
Reese_The_Investor ✍ retweeted
This was brilliantly executed by @realDonaldTrump. Textbook, Art of the Deal.










