quantdata21 @quantdata21
AI - STOCKS - MACRO - BITCOIN DISCORD (PATREON) CURRENTLY CLOSED patreon.com/QuantData21 Joined November 2022-
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@Doctor_Magic_ Tbf I don't hold BMNR, and thats pumping like mad
@Doctor_Magic_ Got in AVAT from 0.47, saw it just in time 😂 If PURR keeps going too hard - is already well above mnav, I'll think about shifting to LITS.
Did you get on the altcoin DAT (digital asset treasury) stock train?🚀
ACCELERATE. Portfolio is now 26-27% altcoin stock proxies.
@Doctor_Magic_ I don't, but I am thinking about it. Is litecoin going to run though? My PURR has run quite a bit, so could move some across.
@OnChainMind Totally. And I don't expect them to flip, rather double down on shorting, or waiting for a dip.
I don't think the market is bullish. I don't think the market is super bearish, but there are many many bears. I think many people are sidelined and waiting for lower entries. Expect the unexpected.
@lourenco_vs And i'll be laughing all the way.
@Doctor_Magic_ That would be max pain for sure
Already 11th most viewed video among their 2300+ videos on "The Compound", just 5 days after upload. Please stay bearish everyone 🙏my future wealth thanks you. *Contrarians shouldn't be lauded just for being different, if many of their takes are low IQ.
@btcjvs Fair. Though its only now I see him on a major podcast like this.
Such a waste of time. Warsh said this, Powell said that, something since yellen, dove acting like a hawk acting like a bear dancing like a bull, listening to Trump but fading trump, but since the GFC, something about Powell again, yada yada Greenspan, and Bernanke, while yields too high, hyperinflation about debt about treasury bills, and then inflation and the 20 year because I'm a macro genius , and then 2 year inversion like Tom Cruise from Top Gun, and then who will buy the debt and we are going to default if something doesn't happen soon AND THEN YENMAGGEDON AND HYPERINFLATION AND THEN DEBT BLOWS UP AND WE DEFAULT AND WE TURN INTO A BANANA REPUBLIC AND THE FED AND THE FED AND THE FED AND THEN EVERYTHING GOES TO ZERO. It's all a waste of time. The amount of posturing, verbal diarrhoea and word salad about it all. Absolutely useless information.
@Apexpatrick Had a look, not loving the valulation tbh. Prefer other SOL DATs
We will see if this was the right choice - I am quite confident about it. Charted % of my portfolio in altcoin treasury stocks (not including BTBT). Was adding most aggressively in february and august 2026 - OUT OF AI datacentre miner stocks. Think I am done adding/swapping now. *First position was in october 2025. Does this make me a shitcoin treasury maximalist?
ACCELERATE. Portfolio is now 26-27% altcoin stock proxies.
@Invst_Informant Yeah I get that. Probably could have left it out for that reason, but was just following list of quoted tweet.
I checked these bitcoin treasury companies from peak to trough, that lured in retail last year. This doesn't include the long list of altcoin treasury companies that also listed last year, with similar moves down. $SMLR acquired by $ASST $LQWD -95% $NAKA -99.76% $FLD -97% $SWC -96% $DDC -98% $MATA -99% $BSTR (SPAC merger didn't go ahead) $BRR -92% $CINGF -98% $SATS -100% SHUT DOWN $H100 -94% $ASST -97% $SQNS -96% Also $XXI -93% (Jack Mallers) Not on the list above: $MSTR and $MTPLF had been around before, and didn't hire influencers to rug retail, while enriching insiders (as far as I can tell).
Putting the bitcoin influencers running treasury companies on blast. There's no existing PoR from: $SMLR: ran by Natalie Brunell and Joe Burnett $LQWD: ran by Sam Callahan and Jesse Myers $NAKA: ran by David Bailey and Steven Lubka $FLD: ran by Will Reeves $SWC: ran by Jesse
@Bobby_1111888 This is my favourite. Everyone was comparing to 2008.
@You6950_Eth The cycles of human psychology for sure
If you think interest has returned to bitcoin and crypto... it has absolutely NOT.
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