Brewing Truth. Bitcoin | Macro | Incentives Signal over noise.
Joined April 2025
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PercolatedBooze retweeted
JUST IN: 🇮🇷 Iran to require ships passing through the Strait of Hormuz to pay tolls in Bitcoin, FT reports.
PercolatedBooze retweeted
The last 12 hours have been absolutely insane:
1. 10:30 PM ET: Chinese officials arrive in Venezuela to meet with President Maduro
2. 1:15 AM ET: Unexpected airstrikes in Venezuela begin
3. 2:40 AM ET: President Trump confirms he has ordered strikes
4. 4:20 AM ET: President Trump says the US has CAPTURED President Maduro and his wife
5. 7:25 AM ET: President Maduro and his wife are indicted in Southern District of New York
President Maduro has now been charged and is on US soil.
This all started just 6 hours after markets closed for the week.
Monday will be interesting to say the least.
PercolatedBooze retweeted
With 10 Year UST yields continuing to rise on the eve of another Fed rate cut, it begs the question: Why is the Treasury pushing so hard for more cuts if the market is saying that it will only be inflationary in the long term?
Answer: Because so much of US government debt is now short term T-Bills, with every 25bp cut, annual interest expense drops by ~25 billion. Cut rates low enough, and it could slash interest expense in half within the next two years.
PercolatedBooze retweeted
BREAKING: US Treasury Secretary Bessent announces that $2,000 tariff stimulus checks will most likely be going to all Americans who make less than $100,000/year.
PercolatedBooze retweeted
BREAKING: Tesla $TSLA shareholders have just approved (voted in favor) of Elon Musk's $1 Trillion compensation package.
75% of shareholders voted in favor of the "CEO Performance Award Plan".
PercolatedBooze retweeted
Legitimate question:
How could you, as a Tesla $TSLA shareholder, NOT back Elon Musk's pay package?
The FULL package is paid out if Elon builds Tesla to be worth $8.5 TRILLION.
That's +500,000% above Tesla's IPO price.
Vote "YES" for the greatest innovator of our lifetime.
PercolatedBooze retweeted
BREAKING: Bitcoin officially enters bear market territory, now down -20% since its record high seen on October 6th.
We are living in the most exciting market in history.
PercolatedBooze retweeted
Nothing is more bullish than clearing out every levered player in one shot.
PercolatedBooze retweeted
Housing data shows sellers now exceed buyers by over 500,000, marking the largest imbalance ever recorded in the market, per Redfin.
PercolatedBooze retweeted
Strategy could pay for 100 years of the preferred equity interest obligations with the net value of their Bitcoin holdings TODAY.
If Bitcoin were to fall to $50k, they’d be able to pay for 42 years of obligations.
This is financial STRENGTH and HIGH credit quality.
This strength & credit quality, puts them in them in a VERY STRONG position to raise additional capital, across the various capital market tools.
These markets are ALWAYS OPEN for business.
Donald Trump has famously gotten deals done with a negative net worth… Imagine the optionality with having 10’s of Billions in real, verifiable, LIQUID, permanent capital.
This is the Bitcoin Gold Rush. You don’t sell your Bitcoin during the Gold Rush. You get deals done.
Let the capital flow.
PercolatedBooze retweeted
BACK WHERE HE BELONGS‼️
The #Vikings have agreed to terms on a trade to acquire @athielen19.
mnvkn.gs/4oUdVHx
PercolatedBooze retweeted
🚨 Buckle up. This week could rewrite the 2025 market script.
Housing, jobs, oil, Fed minutes, earnings and Powell’s Jackson Hole speech, the Super Bowl of central banking.
Here’s the roadmap you can’t afford to miss.
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