MacroReSurf @MacroReSurf

Macro focused surfer. Based in Stockholm 🇸🇪 & Western Algarve 🇵🇹 Joined November 2020

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464
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474
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4K

SightBringer @_The_Prophet__

a month ago

⚡️This Morgan Stanley data is one of the most reflexive, explosive setups I’ve ever seen for Bitcoin, ETH, and the broader cycle. 82% of respondents still don’t own crypto. Read that again. After ETFs, after sovereign signals, after Ethereum’s regulatory coronation - the…

Dan Tapiero @DTAPCAP

a month ago

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Jeff Walton @PunterJeff

a month ago

In October, nobody will be talking about this $MSTR mNAV guidance revision. Perhaps as early as next week. Stagnation leads to capitulation. Similar vibes to last summer. Screenshot image From March 27th 2024 - August 18th 2024 below I remember vividly "Saylor killed the…

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Jeff Walton @PunterJeff

a month ago

Strategy ( $MSTR) is effectively a Fiat Debasement Insurer Raising premiums (capital) in fiat Deploying that float into Bitcoin Paying claims (dividends) on preferred instruments The “no revenue” critique misses that its business model doesn’t rely on product revenue, but on…

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Ragnar @RoaringRagnar

2 months ago

Forward Months to Cover (FMC) Ranking – August 17, 2025 Treasuries with >500 BTC: 1. H100: 1.9 months 2. SWC: 2.0 months 3. MTPLF: 3.7 months 4. ALCPB: 5.3 months 5. MSTR: 18.5 months Treasuries with <500 BTC: 1. PXI: -1.6 months 2. BLGV: 0.2 months 3. Coinsilium: 1.0 months…

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Josh Man @JoshMandell6

2 months ago

If all the available float is sitting in the accounts of happy investors as of official inclusion, where will the index hedgers get their shares? Hmmm I suppose they could ask the company for ATM shares at 2.5x but guidance suggests a limited supply available below 4.0.…

Bit Paine ⚡️ @BitPaine

2 months ago

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Kim Jong ₿ @highroller82

2 months ago

Strategy’s 50% of all market activity was off exchanges today. Hedge funds borrowed shares from dark pools, then sold, which were bought back at the bottom. If you sold today, you helped Chanos cover his ass for $383.55/share. Holders with conviction also thank the discount. 🙏

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Brian Brookshire (Bitcoin Overflow) @btc_overflow

2 months ago

We are pleased to announce that our highly anticipated OTCID listing will commence trading tomorrow, August 13th. U.S.-based investors will benefit from significantly enhanced access to H100 through the ticker $HOGPF.

H100 @H100Group

2 months ago

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Bo Tier One @Bo_Tier_One

2 months ago

#H100DLE #HOGPF @Sanderandersenn is a doer! Fantastic job!! And hopefully we can say hi to a significant bigger crowd from US 👏👏💪 Lets make Tranch 8 great again!!