I am thrilled to announce I have joined the board of Bakkt (NYSE: BKKT).
Excited to work with @Akshay_Naheta & team to capitalize on a generational transformation in global financial infrastructure — redefining what money is, how it moves, and how markets operate.
It’s go time
Getting dinner with Cleanspark CEO @smatthewschultz tonight. I have a feeling I'm going to be pretty bullish after the steaks so I smash bought some CLSK right now just to be safe. Better safe than sorry.
This is it. Bitcoin is coiling above $112,000 support, preparing for a decisive move over $124,000 and then $146,000 by Oct 31. I had 2 calls with Jane Street and 1 with Citadel today and everyone is in perfect alignment so you can mark this one down in permanent ink. It's time.
Listen to @ericjackson at the 16 minute mark talk about IREN and CIFR and how he picked up a few things from my Spaces and @FransBakker9812. Very cool shoutout. We all win together.
Listen to @ericjackson at the 16 minute mark talk about IREN and CIFR and how he picked up a few things from my Spaces and @FransBakker9812. Very cool shoutout. We all win together.
I’m noticing a trend whereby stocks recovering from a previous drop or simply moving in to price discovery are making a larger percentage of the total move in pre and post market trading across days or weeks. It’s almost like someone wants to hide it from retail investors. Odd.
If you think Bitcoin, stablecoins, and AI will be at the center of regulated finance in the US over the next 5 years, it's a great time to take another look at BKKT. Bakkt sits at the nexus of the most important trends in global finance at the moment.
Don't be fooled by this temporary weakness in equity and crypto markets. The dollar is weak and about to turnover again. The 10 year yield is resting gently at 4.1%. Rates are about to drop. The IWM is already in breakout mode and seasonality kicks in next week. Primetime. $$$
If you haven’t figured it out yet, Bakkt is not the same company that it was in the past. New strategy, new blood, new energy. You are not ready for what’s coming.
Everyone calm down. This most recent move down in Bitcoin is little more than an expertly managed liquidation cascade. It’s all technical, zero fundamentals. Just noise in the long term but painful to levered longs in the short term. Let the liquidity arbs play games. Focus & win
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