Matt C⚡️ (@mithcoons) header
Matt C⚡️ (@mithcoons) profile picture

Cyber Security Engineer // former Sgt of @USMC 🇺🇸 Left Curve Capital // #Bitcoin 2014

USA
Joined November 2012
Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)Photo by Matt C⚡️ (@mithcoons)
My long-term base case for #Bitcoin ⬜️ $60k $BTC range remains the low ⬜️ $150k by Halving Day 2028 ⬜️ $200k followed by FOMO in Spring 2029
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Queue an entire weekend of Bloody Monday and WW3 posts 🙄
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The more things change, the more they stay the same 🔁 bitcoin:native
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My 2026 Prediction: nailing Silver capitulation brings me to 4 of 6 ✅ S&P 500 $6300 ✅ Nasdaq $21000 ✅ Bitcoin $60k ✅ Gold $3500 ⬜️ Silver $50 ✅ Russell $2200 ⬜️
My 2026 Prediction: Markets will roll over & plunge lower until Unemployment stops rising ⚠️ And no asset or equity will be immune from drawdown: S&P 500 $6300 📉 Nasdaq $21000 📉 Russell $2200 Gold $3500 📉 Silver $50 📉 #Bitcoin $60k 📉
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We're safe 😮‍💨 bitcoin:native
Holding anything over 100k in crypto is retarded as fuck. You will either gamble it away or have someone come hold a gun to your head and get your phrase.
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How about $NOW? 😱
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$AAPL hits new ATH while $GOOG falls off a cliff And yet I'd be taking serious profits off Apple here 💰 Apple's growth valuation is more expensive today than in the past 2 years ⚠️ That's waay too much credit for a $2000 folding iPhone and a touchscreen MacBook
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We'll either have a very Merry Xmas 🎅 OR Everyone's getting coal in their stocking 😭
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Weapons inspections instead of terminating Iran's nuclear program 👀 I smell TACO's 🌮🌮🌮
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The silliest voice of the All In Pod has spoken 🙄 In a world of historic debt levels & debasement, bitcoin:native as a store of value asset has never been MORE important
A brutal year for Bitcoin is just getting started. Give me three minutes to explain why you should dump it now. Outflows from ETFs are signal and will continue. We will test the 57k low again in the next 12 months. Why? Because there are far too many dynamic places to put your money that are creating MUCH more value. Why put your resources into a dead network that offers nothing beyond a store of value? What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?! The viral nature of bitcoin was it's power... if you didn't own you were MOCKED! Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets! No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone. No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS! Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity. This should be obvious to everyone right now. Bitcoin will never break its all-time high again.
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$MU Micron is an earnings juggernaut 💰 And the best is yet to come - 5 Forward PE is cheaper today then it was a year ago - Their Anthropic private shares about to get instantly rerated at $ANT IPO - Soon to announce new share buyback program on Dec 9th - High bandwidth memory completely sold out through 2027+ - Already signing HBM contracts for 2029-2030+
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$BE Bloom Energy has been respecting this uptrend since summer 2025 👀
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Elon’s not wrong 👇 For every $NBIS & $IREN there’s dozens of AI Neocloud wannabes with zero prospects or profitability See $BTC miners last cycle ⏪
Replying to @chamath
Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue. That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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bitcoin:native Like a wet f@rt.. Never trust a weekend wick ⚠️
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NIMBYism (Not in my back yard) over the years 1970's - Interstate highways 1980's - Nuclear power plants 1990's - Walmart & superstores 2000's - Oil fracking, solar & wind farms 2010's - Homebuilding 2020's - AI data centers
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Bought my 2nd largest bag of $BE Bloom Energy in 2026 💰 - Short term the stock's uptrend is still in tact 📈 - Long term company is an earnings juggernaut by sitting on the AI Energy bottleneck
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