Surf, read, run, workout. 🥷🥩🍩🍻😎💪🏼
Da Moon 🚀
Joined January 2012
- Tweets6.6K
- Following3.3K
- Followers464
- Likes105K
🌙 MoonMan S retweeted
If you vote illegally, we will find you. We will track you down, arrest you, and prosecute you.
There will be no escape.
🌙 MoonMan S retweeted
I see so many Democrats aligned with Hilton’s policies and views…but they’re too afraid to vote for him. Voting for Hilton is a vote for cheaper gas, less crime, cleaner streets. You’re not voting for Trump in this election so stop voting as if a vote for Hilton is a vote for Trump. They’re two different governments and two different people. Vote for what you agree with…not in an attempt to prove a point against the federal government.
🌙 MoonMan S retweeted
ELECTION DAY! Get out and vote to stop Becerra's Mileage Tax.
Vote for $3.00 gas.
Your first $150k tax free.
$73 vehicle registration.
Ending mass homeless by the end of my first year in office.
Oh...and flavored Zyn!
You can get it if you VOTE for it. TODAY! ✊☀️
🌙 MoonMan S retweeted
For those filling out ballots in CA today:
Am a "no" on all new state and local taxes until I get the sense that our elected officials feel even a hint of fiduciary obligation to the tax-payers.
🌙 MoonMan S retweeted
You gotta give props to George Bush
He went and fucked up the Middle East
He's not even in the Epteans files
It's just for love of the game – at San Francisco, CA
🌙 MoonMan S retweeted
I love leverage but this is a dangerous market to overplay your hand on short term trades. Added aggressively to $AMZN last night while deleveraging everywhere else. The risk of further fear driven volatility is too high whether justified or not. This is a time to think like a long term investor and not let short term leverage take you out of the game.
🌙 MoonMan S retweeted
My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:
1. Make DC and Puerto Rico states to gain a strong majority in the Senate.
2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.
3. Increase the size of the Supreme Court to gain an immediate majority.
This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.
All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.
🌙 MoonMan S retweeted
- new ledger supply chain compromise (singapore this time)
- all tech stocks doing a genuine great depression-level -30% candle at close (basically whatever people expected for black monday, squared)
- polymarket: "yeah a million people just got hacked"
- binance: "oh yeah we're getting hacked too"
all against a backdrop of many, many weeks of market weakness + back-to-back existential fud in the form of quantum + "AI is going to break cryptography"
if i had no awareness of crypto charts since summer, and you told me "BTC put in a new low at 45k", i'd be like "oh yeah, that makes sense"
the fact that we just now are wicking to below 79k is fucking astonishing
i maintain that btc is a beach ball under water. it doesn't need unprecedent-great stuff to happen, it just needs to have stuff from the above list (typically once-a-year events) to stop happening every 24 hours.
🌙 MoonMan S retweeted
Five years from now young investors will look back at this market and realize what an extraordinary opportunity fear created. And that opportunity could get even bigger in the days and weeks ahead. Nothing creates greater price misallocations than fear and greed. We’re living through one of those moments right now. And with fear creating opportunities in some of the world’s strongest businesses there’s little reason to take on the added risk of speculative companies.
🌙 MoonMan S retweeted
I still remember the day Paul Tudor Jones came out and called Bitcoin the fastest horse in the race.
It was May 2020. Bitcoin was at $9k. That moment changed everything for Bitcoin.
PTJ's public call forever eliminated the career risk for hedge funds to buy BTC.
Bitcoin went on to 10x over the next year.
Druck investing in trade xyz is that moment for all of onchain capital markets.
The career risk for all funds to participate in onchain capital markets is now zero. "If druck is doing it, I can too"
I wouldn't be surprised to see onchain market volume 10x from here.
Welcome to the next stage of the bull market.
🌙 MoonMan S retweeted
SUMMARY OF FED CHAIR WARSH'S STATEMENT:
1. Fed to eliminate 1 interest rate-setting vote beginning in Fall 2027
2. Fed expects to hold just 6 policy-setting meetings in 2028, down from 8 currently
3. Overwhelming consensus is that the "monetary medicine is starting to work"
4. Warsh says he is "unwilling and unable" to call financial conditions tight
5. Warsh says that inflation remains elevated in the US
6. The Fed awaits more information in determining policy path
The Fed is now in "wait and see" mode.
🌙 MoonMan S retweeted
Elon has every incentive to talk shit and worsen access to capital for his primary competitors (neoclouds) while pumping his own roadmap to improve his purchase power when TSLA is merged into SPCX.
Luckily none of this works if he’s wrong about GPU rental rates and given the rock-bottom rate assumptions and multiples embedded in public neocloud names I’m not worried despite his incentive to spread FUD.
Long compute 🫡
🌙 MoonMan S retweeted
Tesla has raised financing interest rates (APR) for most Model Y trims in the U.S.
New rates (APR):
• Base Model Y RWD & AWD: 2.49% (from 1.99%)
• Model Y Premium RWD & AWD: 2.49% (from 1.99%)
• Model Y Performance: 3.99% (same)
Tesla said yesterday they ended Q3 2026 with their largest order backlog for passenger vehicles in four years.
