I Love Bama

We are in the 3rd inning of a new industrial revolution with AI and robotics.

People should be worried about their job, not the market.

Companies are going to be PRINTING cash while the normies are on food stamps.

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That means buyers aren’t giving up and sellers are getting exhausted.

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The whales have to run out of BTC and stop dumping at some point. They are responsible.

What happens when Starlink goes direct to your phone?

I mean its your money so i don't really care but Verizon is a dead company. Invest in innovation. AMD or Amazon will do well over what you want the next 3 years.

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We’re almost exactly at the Power Law trend.

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I'm still not a real believer in the power law but its hard to argue with it so far. Way better than stock to flow

Haven't shared my thoughts in a bit, so here's an updated take on Bitcoin.

In the short term, BTC remains wildly unpredictable.

It wouldn't shock me if we saw a plunge next month amid ongoing macroeconomic headwinds, like the strengthening gold market but many people think the capital rotation back into btc has already started (i don't have an opinion on this)

On the flip side, a surge to $140,000 isn't out of the question either, especially if ETF inflows continue at their blistering pace or if we get favorable rate cuts.

Long term - onchain metrics paint a clear picture: Veteran holders who've been in the game for 10+ years are cashing out substantial gains at record rates.

For instance, longerm holder supply has dropped by over 300,000 BTC since June, with daily realized profits hitting $1.7 billion recently as older coins flood back into circulation.

(this also means there will never be a "supply shock")

The average coin age is rising, signaling this isn't panic selling but strategic profit-taking from early adopters finally able to exit.

Sure, it's a bit annying to watch these OGs ride off into the sunset, but I get the rationale the market's maturity means they can unload large stacks without tanking the price, thanks to deeper liquidity from institutions and retail alike.

This redistribution is actually super bullish over time: As BTC moves from concentrated whale wallets to more diverse holders (including TradFi scooping up supply), it reduces single-point risks and promotes price stability.

The elephant in the room is the 4 year cycle. Do we finally break the 4 year cycle this year or will history repeat itself? I don't think we will have an answer to that question until at least June of next year.

If the 4 year cycles are over for Bitcoin (which i think they are) then that means it is up only.

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not sure I’ll ever not get irrationally mad reading about just the optics of these trades

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Just copy trade them and you will feel much better. Lot of accounts on twitter post all the buys and sells.

Understand what money is and the history of money and you will have your answer.

Seriously. Dont even bother learning about bitcoin until you can explain to someone else the history of money.

LINK

BBAI implemented at Nashville Airport

One to keep an eye on.

I got my position two days ago ($5.15) after Rep. Lisa McClain disclosed that she bought and then overnight Goldman Sachs announced they increased their position over 200% (but still not a lot like 6mm).

BigBear.ai provides AI-powered decision intelligence solutions to help organizations make sense of complex data, identify blind spots, and predict outcomes.

Their AI, machine learning, and computer vision technologies are applied to real-world problems in sectors like government, defense, national security, global supply chains, cybersecurity, and critical infrastructure. The company offers platform-driven solutions and specific technologies, such as its Truface facial recognition system, to address challenges in areas like logistics, border security, and defense force management.

Small market cap at around 2b.

Items to note: Lisa sits on the committees that would have direct influence over large defense contracts that Big Bear would be competing for.

The CEO of the company has direct ties to Trump and served with him in his last administration.

Congratulations. Damn.