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  1. johnarb

    Tether did 5BB+ in profit in first half = Greatest biz in history

    You do realize if you combine all of the money of ET and buy bitcoin won't make difference in price, right? Blackrock has been buying $1B worth of bitcoin on average per week That's only Blackrock Let that sink in
  2. johnarb

    MSTR as a defined-risk trade for asymmetric risk-reward

    Be strong, have patience Bitcoin does this all the time... chop chop chop, When people say hodlers got lucky, they have no fucking idea. Not of the 2014-16, nor of the 2018-2019, nor of the 2022-2023, not even of the April/2024-Aug/2024... chop chop chop, up crash up crash HODL $100k is a...
  3. johnarb

    MSTR as a defined-risk trade for asymmetric risk-reward

    I'm 95% confident that $100k/btc will happen by 12/31/2024
  4. johnarb

    MSTR as a defined-risk trade for asymmetric risk-reward

    It is different this time....
  5. johnarb

    MSTR as a defined-risk trade for asymmetric risk-reward

    **** NOT FINANCIAL ADVICE **** **** POST IS FOR ENTERTAINMENT PURPOSES ONLY **** Both positions, mstr call options + popcat meme crypto assets combined are down close to -$100k m2m [about 100k popcat cost-basis of 0.70/popcat give or take] Two points... 1. Both positions are...
  6. johnarb

    Bitcoin Price Thread

    Investment banks and wealth managers make money when bitcoin goes up The higher it goes, the bigger the AUM = more fees That's why Blackrock has bought 10's of billions of $ worth of bitcoin and has not sold a single satoshi (no outflows, only inflows)
  7. johnarb

    Bitcoin Price Thread

    Peter who?
  8. johnarb

    Bitcoin Miner Marathon to Sell Notes to Buy More Bitcoin

    I wonder if any of the zombie public companies like Hertz, AMC, GME might realize that they can simply issue debt and buy bitcoin and quite possibly change the value structure of their companies?
  9. johnarb

    Bitcoin Price Thread

    Please give us bitcoiners until December of next year 2025 It is unfair to compare the current bitcoin price to previous ath as we have not reached the ath for this cycle per the epoch cycle For example, 2016 halving the bitcoin price did not peak until December of the following year 2017 And...
  10. johnarb

    Bitcoin Price Thread

    The bitcoin addresses with the largest balances belong to exchanges Coinbase has 100M users and Binance has 200 million users and PayPal has 430 millions users worldwide (unfortunately) many individuals and companies "own" custodial bitcoins through shared wallets that the private keys are...
  11. johnarb

    Bitcoin Price Thread

    No, like any valuable collateral pristine asset, you can borrow against bitcoin to buy a car, a house, or a beer, This is true for the real bitcoin as of today It's the best form of asset for the lenders as it has global deep liquidity 24/7/365, their risk is very small compared to real estate...
  12. johnarb

    Bitcoin Price Thread

    I'm definitely one of the NFT speculators on ET I lost over $200k (fiat value on eth-converstion) on Bored Ape as I mentioned on at least a post from 2 years ago Which is why I stopped calling myself a Bitcoin maxi as a maxi won't gamble with NFT's or meme coins or other altcoins Bitcoin is a...
  13. johnarb

    MSTR as a defined-risk trade for asymmetric risk-reward

    **** NOT FINANCIAL ADVICE **** **** POST IS FOR ENTERTAINMENT PURPOSES ONLY **** 13-F's info: Literal nation central banks own MSTR in large quantities Norges bank (the CENTRAL BANK of NORWAY) owns 1.1M shares of $MSTR Swiss National Bank (the CENTRAL BANK of Switzerland) owns 466,000...
  14. johnarb

    Bitcoin Miner Marathon to Sell Notes to Buy More Bitcoin

    More and more public companies will realize that there is a lot of money (oversubscribed) willing to loan them money to buy bitcoins at a very low interest rate, even lower than a 10yr UST
  15. johnarb

    Down to about $90k, where would you park it if your trading skills were trash?

    I don't know why the critics have so much fear of the word bitcoin It gives them comfort to change it to crypto prolly nothing...
  16. johnarb

    Bitcoin Miner Marathon to Sell Notes to Buy More Bitcoin

    Oversubscribed. As mentioned on another thread, there will be a shift of money from bonds to bitcoin as Store of Value Prolly nothing... https://finance.yahoo.com/news/bitcoin-miner-marathon-sell-notes-125001048.html (Bloomberg) -- Bitcoin miner Marathon Digital Holdings Inc. said it will...
  17. johnarb

    MSTR as a defined-risk trade for asymmetric risk-reward

    Argh! I'm not going to buy smlr no more... their business is healthcare, too difficult for me to understand I'll stick to the original play mstr or add something else...
  18. johnarb

    Bitcoin Price Thread

    The next 3 months are usually a good period for bitcoin plus the end of the year Next year with tax selling might not be so good in the first 4-5 months Get ready for Septembull, Uptober and Moonvember! Also Mooncember!!!! 2 moons, like a blue moon, extremely bullish
  19. johnarb

    Down to about $90k, where would you park it if your trading skills were trash?

    Global reserve asset, global monetary asset, global store of value asset, my friend. Much bigger market cap than just gold or fiat currency Bitcoin will demonetize all the assets being used as a store of value to reduce them to their utility value This cycle, gold and real estate and debt...
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