FIRE @ 49. Investor. Early Bitcoin 2013. Investor. Capital Preserver. Thinker. Studier. Long-term wins. Find me @ home, the gym, or the golf course.
Magnolia Texas Tucson Arizona
Joined May 2009
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Pinned Tweet
Bitcoin Absorption Cycle
$BTC is no longer priced by hype or halving narratives.
It’s priced by inventory transfer:
• Old supply exiting
• Institutions accumulating slowly
• OTC desks matching size
• Volatility suppressed
Sideways price = balance-sheet onboarding.
Explosive price comes after sellers disappear.
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Amazing catch Simpson! nitter.gq/i/mlb?page=home
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Those stupid mittens these guys wear keep them from grabbing the base when they slide. Costs so many outs. It’s hard enough to steal a base only to over slide because you are wearing mittens. You aren’t going to break a finger nail guys they played without them for 100 years and a jammed finger was rare. nitter.gq/i/mlb?page=home
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Interesting to note, $BTC CAGR since 9/21/2021 is 16.3%. Not exactly mind blowing but certainly worth an allocation. $ETH is bad… just about breakeven. Dead money for 5 years. #bitcoin If you factor in inflation over the same time period it’s alot worse considering how bad it’s been since 2021. For comparison sake, $QQQ has a 15.2% CAGR.
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Eaglethree retweeted
1) The US already collects FIVE TRILLION DOLLARS OF TAX REVENUE A YEAR. The idea that you need to collect even more taxes — when you parasites already confiscate the equivalent of Elon’s entire net worth five times over, every year — is lunacy. Stop wasting billions of dollars a month of stupid bullshit. How about that for an idea?
2) We do not need more children in taxpayer funded daycare centers. Our goal should be precisely the opposite of that. We need more women at home raising their kids.
Is $STRC still solving retirement? I don't think this is how its supposed to work. :)
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Eaglethree retweeted
Jason Lowery was absolutely vindicated today.
Eaglethree retweeted
Everyone is panicking about the stablecoin bill banning yield… but they’re missing the bigger picture.
This could actually be BULLISH for $CRCL 🧵
1) Yield gets banned, competition gets wiped out
No more “5% APY stablecoins” trying to buy users.
That favors trusted, regulated players like Circle.
2) USDC shifts from “yield product” to “payment infrastructure”
This is a huge market.
Think Visa/Mastercard for digital dollars.
3) Regulation = legitimacy
Clarity brings banks, institutions, and global partners into the ecosystem.
That’s where real scale comes from.
4) Incentives don’t disappear, they EVOLVE
If rewards for activity are allowed, USDC can drive adoption through usage, not yield.
👉 Translation: from “hold for yield” to “use for everything”
5) This could concentrate the entire market
Fewer competitors + trusted issuer = dominant network effects
Short term? Pain.
Long term? Potential monopoly payment rail.
Sometimes the best investments look broken right before the model improves.
Watching closely 👀
Everyone is panicking about the stablecoin bill banning yield… but they’re missing the bigger picture.
This could actually be BULLISH for $CRCL 🧵
1) Yield gets banned, competition gets wiped out
No more “5% APY stablecoins” trying to buy users.
That favors trusted, regulated players like Circle.
2) USDC shifts from “yield product” to “payment infrastructure”
This is a huge market.
Think Visa/Mastercard for digital dollars.
3) Regulation = legitimacy
Clarity brings banks, institutions, and global partners into the ecosystem.
That’s where real scale comes from.
4) Incentives don’t disappear, they EVOLVE
If rewards for activity are allowed, USDC can drive adoption through usage, not yield.
👉 Translation: from “hold for yield” to “use for everything”
5) This could concentrate the entire market
Fewer competitors + trusted issuer = dominant network effects
Short term? Pain.
Long term? Potential monopoly payment rail.
Sometimes the best investments look broken right before the model improves.
Watching closely 👀
In $CRCL entire history, the 20 day fast EMA has never been above the 50 day slow EMA. Until now. 🤔 $BTC #clarityact $mstr
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Trying to sanity-check a real decision. Curious what others think.
Option A: Keep a paid-off rental
• Value: $210k
• Rent: $1,790/mo
• Net cash after all expenses + vacancy + tax benefit: ~$9k/yr
• Appreciation: 7%/yr
• Over 10 yrs: new roof ($12k), one major repair ($5k)
• Sell in yr 10 w/ 9% selling costs
Option B: Sell now → buy $STRC
• Invest $200k
• Yield: 11.25% (~$22.5k/yr)
• Dividends spent (not reinvested)
• Assume flat principal
Result after 10 yrs:
• Rental (after repairs + sale): ~$424k total value, ~$73k cash received
• STRC: ~$425k total value, ~$225k cash received
Goals: maximize cash flow now, minimize hassle, don’t care about RE exposure.
What am I missing? What would you choose and why?
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