Kyle Lee @masterkyle13
Meta Galactic Dad Jokes 👩🚀 (Disclaimer: All opinions and thoughts are for entertainment, they are not financial advice.) SF Joined October 2009-
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...should I go THREE tranches today? 🤔 Who else is BUYING today?!?!
I tranched this morning at $4.99. And then after coffee, I tranched again another 5555 shares in solidarity at $4.95. Somebody please take me from my computer before I go broke. GO GO GO GO!!!! 🚀
🚨 I will SELL ALL my crypto by October Not because I’m bearish, but because I’ve seen this before Most think Altseason will last 6-8 months, but it's WRONG Here’s my full exit plan and how to sell at the exact top👇🧵
NEW TRANCHE ALERT - Buy order filled at $4.99!!! 🚀🚀🚀 Never thought this day would be imaginable at the high to buy again at these levels. Still, I see the company's vision and this will be a long-term investment. Excellent and relentless execution @gerovich @DylanLeClair_
Put that hopium straight into my veinssss!!! 🚀
Put that hopium straight into my veinssss!!! 🚀
This feels like déjà vu. OG Bitcoiners begged for adoption. Now it’s here through LBEs and BTCTCs, and many hate what that adoption looks like. Here’s reality: $MTPLF is lining up an $850M raise (low end) that could scale to over $3B. This is a company with a $4B market cap.…
Recently, Bitcoin treasury companies like @Strategy are facing a problem: their common stock can trade, which what looks an inevitable discount (MNAV below 1.0) to the Bitcoin they actually hold. It’s the same scenario GBTC had before it was able to convert into a spot ₿ ETF.…
Recently, Bitcoin treasury companies like @Strategy are facing a problem: their common stock can trade, which what looks an inevitable discount (MNAV below 1.0) to the Bitcoin they actually hold. It’s the same scenario GBTC had before it was able to convert into a spot ₿ ETF.…
I wanted to write out some long form thoughts on the Bitcoin Treasury Company (BTCTC) space and why the price action has been so weak in recent months, both in general and specifically as it pertains to my two largest equities positions - Metaplanet (eight figs) and The Smarter…
The institutional FOMO is real. We're watching banks and boardrooms across America scramble to figure out Bitcoin custody. Companies that laughed at the idea 2 years ago are now asking "how fast can we get this on our balance sheet?" Here's what I told Vince Quill on the…
Judge hit a homer, Blue Jays fan caught it and without thinking gave the ball to the little kid who’s a Yankees fan who was also wearing a Judge t-shirt.
Where or when are we in this so-called "Banana Zone?" 🤔 @RaoulGMI
WE'VE BEEN WAITING FOR THIS MOMENT 🎉 Congrats to the BRC20 core team - especially @domodata and @bestinslotxyz - you did it! full @CoinDesk cover below
@Tree75769 @BagelC47 @FransBakker9812 I don't think we need to go through another $IREN vs $NBIS war all over again. I think there is a huge pie coming in AI and there is enough slices to go around for multiple winners. The CAGR for AI projected over the next 5 years is insane if they're even remotely close to the…
Neoclouds: $IREN vs $NBIS $CRWV $ORCL. In the neocloud space, there is are two main business models: bare metal vs platform as a service (PaaS). Everyone provides bare metal (a form of IaaS). NBIS, CRWV, ORCL provide PaaS. NBIS also have some SaaS like AIStudio and MLFlow while…
Ok, I will make this one as a freebie one today. Metaplanet International Offering Analysis (at $6.10/share, BTC = $113,000) On August 27, 2025, Metaplanet announced a landmark International Offering of up to 555 million new shares. This move is designed to dramatically expand…

abvavgjoe.eth⚑⟠=�... @Abv_Avg_Joe
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abvavgjoe.eth⚑⟠=�... @Abv_Avg_Joe
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