Chris Sinkey @chris_sinkey
Former COO @Relminsurance CBO Bittrex/@bittrexglobal, ex-@docusign, @amazon, @google, @accenture. MBA @LBS, Electrical Engineering @CUboulder Los Angeles, CA Joined May 2013-
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Excited for CLARITY in Sept 🤞
Incredible
$PLTR today at ~$147 is ~$350 BILLION. Q1 GAAP NI less interest income was only ~$163 MILLION? Very aggressive fwd run rate assumptions puts NTM < $10B rev and < $500mm ops NI. **35x+ ev/rev and 700x true forward P/E**. In a buyout it'd take hundreds of years to breakeven
$PLTR today at ~$147 is ~$350 BILLION. Q1 GAAP NI less interest income was only ~$163 MILLION? Very aggressive fwd run rate assumptions puts NTM < $10B rev and < $500mm ops NI. **35x+ ev/rev and 700x true forward P/E**. In a buyout it'd take hundreds of years to breakeven
Imagine paying 850 sats for a piece of paper a small group of dudes can print at will.
Imagine paying 850 sats for a piece of paper a small group of dudes can print at will. https://t.co/hK7yNPuiVG
Circle $CRCL now trades almost 600% above IPO price Half their cash goes to fkn CoinBase It's a muthafkn STABLECOIN mind you that makes money off fees then reinvests those fees in shit yield treasuries IPO Valuation was around $7 billion and now you fkn geniuses put a $38…
Circle’s equity market cap exceeded USDC’s total supply today lol. The unlock cometh. Meme till then!
Circle’s equity market cap exceeded USDC’s total supply today lol. The unlock cometh. Meme till then!
Let me shed some light why $CRCL rally so hard after IPO. Imagine you're at a party, There are 10 boxes of pizza, but the guests only have 2 boxes of pizzas. The chefs, and employees can eat the 8 remaining boxes after the party. And you're told that these are made by Michelin…
Debt death spiral.
This isn’t a political issue. It’s just math.
This isn’t a political issue. It’s just math.
If this "big, beautiful" bill passes anywhere close to its current form, rates up, inflation up, bitcoin up, equities up, bonds down. The setup is (likely) max long, for now.
If this "big, beautiful" bill passes anywhere close to its current form, rates up, inflation up, bitcoin up, equities up, bonds down. The setup is (likely) max long, for now.
2013 vs 2025 Bitcoin stays the same. It’s fiat that’s losing value. @IsaacMiller
When consumers weren't worried about inflation in 2021, we had an inflationary spike in 2022. When consumers were worried about inflation in 1981, inflation peaked & decelerated after that. I know it sounds harsh, but consumers don't know shit.
When consumers weren't worried about inflation in 2021, we had an inflationary spike in 2022. When consumers were worried about inflation in 1981, inflation peaked & decelerated after that. I know it sounds harsh, but consumers don't know shit.
This. The US will save so much more $ refinancing the national debt that’s rolling over in the next 6-12 months than any amount of tariff revenue collected. Drop rates with tariffs, refi, then juice markets with tax cuts/stimulus. This is the way
This. The US will save so much more $ refinancing the national debt that’s rolling over in the next 6-12 months than any amount of tariff revenue collected. Drop rates with tariffs, refi, then juice markets with tax cuts/stimulus. This is the way
Get after it
I remember Sysorex! Didn’t realize the $CRWV connection until today. Shaking in my boots as a mining/AI infrastructure investor. This and the $CRWV income statement makes me wonder if the whole rent-a-GPU / ATM-to-mine sector is the next WeWork (aka, a zero). $IREN $NBIS
I remember Sysorex! Didn’t realize the $CRWV connection until today. Shaking in my boots as a mining/AI infrastructure investor. This and the $CRWV income statement makes me wonder if the whole rent-a-GPU / ATM-to-mine sector is the next WeWork (aka, a zero). $IREN $NBIS
Baseball and science dominated my time / life growing up, can’t explain how much I love watching this
Baseball and science dominated my time / life growing up, can’t explain how much I love watching this

Bittrex Global @BittrexGlobal
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Michael Mouradian @MouradianMike
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Accrued Interest @accrued_int
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Zygo the frog @ZygoFrog
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40 Followers 2K Following the body is safe, not as safe as the heart; house wide, not as wide as the heart.
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Michael Saylor @saylor
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OXEN @Oxen_io
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66K Followers 2K Following Christian | Global macro research & trading in rates, FX, and equities | Educational primers and dynamic models mapping capital flows(free)⬇️
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23K Followers 351 Following Six Years of Pioneering Crypto Investments l World's Largest Crypto ETP Provider l Check out our parent company @21co For US, follow @21Shares_US
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Hims House @himshouse
30K Followers 3 Following The investor community for Hims & Hers, $HIMS Discord - https://t.co/xjUBaTYZzv YouTube - https://t.co/lMG4TZZTMq
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