Hyping Science, Technology, Engineering, Energy, Space, Investing. Sidestepping the apocalypse. Humor and opinions.
Chicago, IL
Joined February 2009
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Daniel🔋 retweeted
Here's the variable-width bar chart you requested. Width scales with population size, height with approximate per-capita net worth. Area of each bar therefore reflects that group's total wealth share.
Boomers stand out with the highest average (~$1.36M per person). Younger cohorts have far lower averages despite larger numbers.
Data approximates Fed DFA Q2 2026 household totals divided by the population counts from the prior chart.
Daniel🔋 retweeted
If you're on the right side of the Bitcoin bull market for the next 12-18 months, it's possible to change the entire trajectory of your life.
Congrats to followers tracking $MSTR, $BTC, and $IBIT with me.
I'm also adding $BMNR, $ETH, and $ETHA to the daily updates! NFA. 🫡📈
$MSTR seems to be hinting that $BTC already bottomed (or very close to it).
I plan to buy a LOT of Bitcoin soon.
Just like 2022, it's finding major support around the monthly silver level.
In fact, the first monthly pane has already flipped for Strategy... despite all the bears calling for lower.
I'm focused mostly on buying as much Bitcoin and $IBIT as humanly possible in Q3/Q4... think $MSTR is a solid way to track where things are at.
Will keep updating...
Let's nail this incoming bull cycle together.
Daniel🔋 retweeted
As Treasury Sec Bessent talks following the Treasury’s debt buyback announcement. Here’s a must watch rare interview of his investment philosophy. If you’re bearish, I get why you’d be but please know that Scott & Trump arent ideological they will never allow it to fail. The printer is on…you don’t want to be on the wrong side of the printer. Just a matter of time before the Fed follow suit, $8.8T of MMF is ready to be injected into the “risky” assets. Limit up
The bond market is pushing longer term yields down in response to increased Treasury buybacks is a classic case of misinterpreting technical liquidity management for structural intervention. Beyond the immediate knee jerk reaction as some would say, this move is far less about the buybacks themselves imo, which remain minor relative to net issuance than about the market pricing in the possibility of explicit or implicit Yield Curve Control.
And capping long end yields can temporarily alleviate pressure on consumer borrowing and mortgage rates, treating YCC as a sustainable policy mechanism is dangerous. Pegging the long end forces the central bank or Treasury to absorb unlimited supply when private demand ebbs, effectively converting long duration debt into monetized liquidity. This creates severe collateral damage…distorting price discovery, degrading sovereign bond market liquidity, and putting sustained downward pressure on the currency as already shown on DXY this morning.
Without structural fiscal consolidation or a fundamental shift in macro policy particularly to open the strait, using balance sheet engineering to artificially anchor long end yields offers only a fleeting rally—one that ultimately exposes the market to even sharper repricings down the line…but bullish for now
Daniel🔋 retweeted
Paul Tudor Jones on the AI bull market: "we've got another 2 years to run and 40% to go"
this is him telling cnbc we're back in the fall of '99 - with the blow-off top still ahead
"it's a crazy crazy time - i love always to find historical precedents"
"chat gpt in '22 - i kind of think claude code january of this year would be the equivalent of when microsoft came out in '81"
"imagine the stock market went up another 40% - stock market to gdp is going to probably be, good lord, 300, 350%"
"you go back to 2001, you may have 40% more, but if you continue to ride it too far"
"it'll be one of those breathtaking kind of corrections"
Gary Cohn on the real reason companies are firing people: "we've made the world synonymous with I'm using AI, therefore I need less heads - I ultimately don't think that's the truth"
this is the former number 2 at Goldman Sachs - now IBM vice chair - explaining what's actually behind the layoff wave
"the one KPI that they can tell you is we've cut heads"
"we saw well over 100,000 announced layoffs in some of the bigger companies - and I think this is a trend we're going to continue to see"
"human capital has been the lever that companies have been pulling to make themselves profitable"
"we went from a zero interest rate environment in '22 to the Fed raising rates to 5 and 3/4% - they did that to slow the economy down"
"I'm fairly optimistic right now - we've got a lot of really strong tailwinds"
Daniel🔋 retweeted
I've been selling cash secured puts on $ASST because the IV is sky high. I was finally assigned shares and now hold 1,000 shares at an $11.98 cost basis.
Strive is interesting. They hold 19,921 $BTC worth $1.295B at today's $65,000 price.
Common shares trade at a market cap of just $1.02B. On a basic common stock basis, that looks like a cheap way to buy underlying Bitcoin at a 20% discount.
Unlike $MSTR, they carry virtually no traditional corporate debt, bank loans, or margin debt. Instead, everything is funded through $SATA preferred stock at a 13% daily-accruing dividend yield.
Enterprise mNAV at 1.24x.
With about 4.37M shares of SATA issued at a $100 par value, Strive faces an $8.48M monthly dividend burden.
But looking forward in the coming year, if Bitcoin starts a major run back above $100k, the entire balance sheet dynamic shifts dramatically.
Strive has a strong financial buffer, $157.4M in cash reserves and 500,000 shares of Strategy's $STRC preferred stock valued at over $43M.
That cash position easily covers their preferred obligations for over 18 months without forcing any forced sales of their Bitcoin.
If Bitcoin enters a parabolic phase, the exploding dollar value of their 19,921 $BTC treasury will completely outpace the fixed, flat dollar obligations of the preferred capital stack.
Daniel🔋 retweeted
🚨#BREAKING: A 28-year-old confirms he has spent the last 10 YEARS of his life interviewing World War II combat veterans to keep their stories alive...
...in fact, for the last 10 years, he has interviewed World War 2 veterans EVERY SINGLE DAY
He started as a teenager, ditching school to ride his BIKE to the local retirement home, walking up to the front desk and asking to, "meet some World War II heroes."
His name is Rishi Sharma.
He's crossed all 50 states and half the world.
He's slept in his car and lived on gas-station food to afford it.
He asks these men for hours of their memories, and then he hands the entire recording to their families...
...FOR FREE
So that 200 years from now, a great-great-grandchild will know not just their hero's name, but how he laughed, how he cried, and what he sacrificed.
Rishi has no military family, his parents immigrated here from India.
He does it out of pure gratitude.
In his words:
"My parents were given the opportunity to immigrate and raise a family because of veterans like these. It's a debt of love I'll spend my entire life trying to repay..."
As one 100-year-old Marine who stormed Iwo Jima told him, remembering the flag going up:
"The hair on my arms still stands up when I think about how beautiful it was."
THAT is America.
250 years of ordinary people doing extraordinary things...
God bless our veterans. 🇺🇸🇺🇸
Daniel🔋 retweeted
LIVE: Artemis leaders are discussing the successful launch of NASA's Artemis II mission and the next steps for the astronauts headed on their journey around the Moon. teapawt.net/i/broadcasts/1XxygmQYr…
Daniel🔋 retweeted
Some people buy puts in preparation for earnings. But there are other ways to prepare. Is anyone else interested in training with me this weekend? $EOSE
Daniel🔋 retweeted
U.S. Treasury Secretary Scott Bessent said “U.S. first does not mean U.S. alone” and urged markets to take the president at his word.
He added the U.S. economy is hot and expects investment to accelerate this year.
Daniel🔋 retweeted
You ready for DATA? Over the last 15 years, check out the returns on the $SPX after 3 negative weeks in a row. Not only do we recover but the MEAN gain is 8% over 16 weeks. This would target 7300 by March.
Price your contracts accordingly, bookmark this and tag me in any gains.
Daniel🔋 retweeted
For those of you brand new to #ZEC, which is probably a lot of you, Zcash is a fork of Bitcoin.
It is proof of work and mined just like Bitcoin. It has a halving the same as Bitcoin.
It is identical to Bitcoin but with additional features Bitcoin doesn’t have.
It has a privacy feature #BTC doesn’t have. That privacy feature can be turned on and off by the user. The ability to do this allows Zcash to stay compliant for regulatory purposes.
You can even send private messages with Zcash. It has much faster transactions and has far lower gas fees than Bitcoin!
Lastly, Zcash has a limited 21,000,000 supply, identical to Bitcoin.
It IS Bitcoin but better! Learn what you hold because there’s a reason it’s being bought up at a fraction of the cost!
