- Tweets 5,395
- Following 993
- Followers 1,715
- Likes 7,325
The “Everything Is Priced In” chart.
It documents the biggest catalysts and news events throughout each cycle, and more importantly, what tends to happen shortly after them.
During every bear market, $BTC gets hit with endless bad news that fuels downside. But once the HTF trend starts shifting, that same negative news becomes what I call FUD through the bull cycle.
People become so conditioned to shorting bad news because throughout the bear cycle, negative headlines usually led to lower prices. But when BTC enters a bull cycle and begins doing the inverse, (absorbing the bad news and moving higher), they get caught completely off guard.
The headlines still create panic. People still expect lower. But instead of continuing the downtrend, BTC begins absorbing the fear and trending higher regardless.
There is usually one major catalyst that confirms the continuation. Last cycle, it was the ETF approval. This cycle, I believe it will be the Clarity Act.
We have already seen the early signs of it. The rate hike, Clarity Act speculation and then the failure of the Act were all treated as reasons for BTC to sell off further. Instead, BTC swept the lows and showed strength.
That is the difference between a bear market and a bull market. In a bear market, bad news pushes price lower. In a bull market, bad news is used to make people capitulate before price moves higher.
Now we have had the rate hike, the Clarity Act failure, and even World War 3 narratives trending. Yet BTC is starting to react positively to the fear rather than negatively.
To me, that resilience is one of the clearest signs that the trend has changed. I see no reason these catalysts should play out any differently to previous bull cycle FUD events.
Likes/RTs are appreciated, spent a while creating this.
90
237
1,832
206,381
J₿ooze retweeted
1/ Metaplanet's CEO Simon Gerovich (@gerovich) just confirmed the digital credit plan himself and buried in it is the one number that explains the entire strategy...
T+0 👇
3
7
83
7,002
J₿ooze retweeted
$SLNH CEO John Belizaire will be speaking at Energy Investors Forum 2026 in Dallas this week.
EIF brings together investors, energy operators, data center leaders, Bitcoin miners, infrastructure companies, and capital allocators for a timely conversation on the convergence of energy, compute, and capital — one of the most consequential market themes shaping infrastructure investment right now.
📍 Dallas, Texas
🗓️ July 23-24, 2026
🎟️ Use code EIF20 for 20% off tickets
🔗 EIF2026.com
Follow @EIF_Global for speaker and agenda updates.
1
15
103
16,475
J₿ooze retweeted
“You’re not here to understand”. Classic!!! Well done @GrantCardone
Grant Cardone
8
11
79
5,223
Connecting the dots here I would suspect $SLNH to be a preferred partner with capturing curtailment energy from edf-re.com/.
This hypothesis comes from the recent purchase of EDF by KKR.
$SLNH is in partnership with KKR on their Kati project. I suspect this could blossom into access to all of EDF sites which produces 79 GW of power!
This a pure speculation but if true would be huge and catapult Soluna as one of the biggest Data Centers in a global scale.
2
1
15
1,317
J₿ooze retweeted
$SLNH Monthly Business Update is here.
Get the latest updates on Project Kati 2, Dorothy 3, and the rest of our pipeline:
solunacomputing.com/news/mon…
9
29
168
32,613
J₿ooze retweeted
Feast your eyes 👀 on the future home of Dorothy 3 — our second AI development project co-located with the Briscoe Wind Farm.
I was on-site last week to check on the Wind Farm upgrade work, spend time with the team, and tour the new location.
Exciting times ahead as we kick off Test Fit and Master Planning.
$SLNH @SolunaHoldings
@power_analys1s @disruptorinvest
19
30
285
26,358
$SLNH The Fortune piece about data center “water wars” is exactly why I think @SolunaHoldings approach could matter more than people realize.
Everyone talks about power as the bottleneck for AI data centers, and it is.
But water is becoming another major issue.
Communities are starting to push back when huge data centers come in and potentially stress local water resources.
That’s why this part from Soluna’s Q1 interview in @McnallieM podcast stood out to me.
@jbelizaireCEO said that for Kati 2 in Willacy County, the main local concern is water.
And instead of ignoring it, Soluna is designing around it:
“We are designing air-cooled systems with direct liquid closed-loop facilities.”
He also made it clear this is not supposed to be a data center “sucking massive amounts of water out of the ground” to cool itself.
That’s important.
If Soluna can offer both solutions at the same time – AI/HPC compute capacity + low-water impact on the local community – that is a huge advantage.
Because the future winners won’t just be the ones who find power.
They’ll be the ones who can deliver power-backed compute without creating new problems for the communities around them.
That is what makes Kati 2 interesting.
Power-first. Low-water. Community-aware. AI/HPC-ready.
fortune.com/2026/05/13/data-…
$SLNH Nvidia’s Q1 call was not just bullish for $Nvda
It was bullish for the entire AI infrastructure chain and especially for companies trying to solve the next bottleneck:
Power.
One of the most important lines from Nvidia’s call:
“Today’s data centers are revenue-generating AI factories constrained by power and capital.”
That sentence could basically describe the Soluna thesis.
Nvidia is telling the market that AI factories are no longer experimental. They are revenue-generating infrastructure.
But they are constrained by two things:
1. Power
2. Capital
That is exactly where Soluna is trying to position itself.
Nvidia sells the AI compute stack.
Soluna is trying to provide the powered infrastructure where that compute can actually run.
This connects directly to John Belizaire’s Q1 interview with McNallie Money, where he framed the product data center operators are really selling today as:
“Speed to power.”
And Nvidia just confirmed why that matters.
From Nvidia’s Q1 call:
• Demand has gone “parabolic”
• AI cloud revenue more than tripled YoY
• AI factories are accelerating
• Compute capacity is revenue and profit
• Partner data centers over 10 MW nearly doubled in one year
• AI infrastructure spending could reach $3–4T annually by the end of the decade
This is exactly the macro setup Soluna needs.
AI companies do not just need GPUs.
They need:
• Land
• Power
• Grid access
• Cooling
• Data center design
• Speed to energization
• Financing capacity
That is why Soluna’s assets are becoming more interesting:
• 4.3 GW power pipeline
• Kati 2 AI/HPC campus
• Dorothy 3 AI/HPC opportunity
• Briscoe Wind Farm vertical integration
• Dorothy campus ownership consolidation
• Behind-the-meter / power-first development model
Kati 2 phase 1 alone is targeting roughly:
100 MW IT / 150–160 MW gross
At the $10–12M/MW AI/HPC buildout range discussed in Soluna’s interview, that could represent roughly a $1.0–1.2B infrastructure project just for the first phase.
And Kati 2 is only the first real test.
If Soluna proves Kati 2, management said the design approach can be applied to Dorothy 3.
That means the sequence could become:
Kati 2 lease → capital formation → construction → energization → Dorothy 3 + further expansion
Nvidia’s call also highlighted something very important:
AI demand is spreading beyond only hyperscalers.
Nvidia talked about AI clouds, enterprise, industrial, sovereign AI and AI-native clouds growing rapidly.
That matters because Soluna said in its Q1 interview that it is speaking with:
• Hyperscalers
• Neoclouds
• Chip OEMs
• Other compute-focused customers
John even said potential customers are calling “with their hair on fire” looking for capacity.
Now Nvidia is saying the same thing from the demand side:
AI factories need more capacity, and they are constrained by power and capital.
That is the whole point.
2
4
56
9,029
What's goin on here?
5g supposed to be sold by end of 2026. CEO previously said this would create 100million in cashflow.
I still believe there is opportunity here but been radio silence.
3
126
J₿ooze retweeted
Joe Rogan: "Find the clip where Hillary is more MAGA than Trump."
Rocky🇺🇸🪖🤠😎✝️
171
4,909
16,413
854,077
I hope Michael Jordan files a class action defamation suit against all these fake ass social media influencers.
1
3
247
J₿ooze retweeted
Big banks are increasingly getting more involved in Bitcoin—
Morgan Stanley (MS)
→ On January 27, 2026, Morgan Stanley appointed longtime executive Amy Oldenburg (with over 20 years at the firm, previously leading emerging-markets equity and digital-asset initiatives) as head of its newly created digital-asset strategy role to coordinate firm-wide crypto capabilities, engage with industry consortiums, and align product development across wealth management, brokerage (including upcoming ETrade crypto trading), and investment management.
→ On January 6-7, 2026, Morgan Stanley filed S-1 registration statements with the SEC for spot Bitcoin Trust (Morgan Stanley Bitcoin Trust), spot Solana Trust (with staking features), and later Ether-related products, marking the first major U.S. bank to pursue branded spot crypto ETFs sponsored by its investment management arm to track native asset prices via outsourced regulated custody.
→ Building on October 2025 expansions (widening crypto access to all clients/accounts), the bank plans direct crypto trading on ETrade in H1 2026 (starting with Bitcoin, Ether, Solana via Zerohash) and has set 2-4% allocation guardrails for Bitcoin (likened to "digital gold") in client portfolios.
BNY Mellon (BK)
→ On January 9, 2026, BNY Mellon launched a tokenized deposit service on its Digital Assets platform for institutional clients (initially six, including ICE and Citadel Securities), creating on-chain representations of traditional bank deposits for faster blockchain-based transfers, payments, and potential collateral use while keeping funds in regulated accounts—extending its role as a major crypto custodian (e.g., for spot Bitcoin/Ethereum ETFs via SEC-exempt balance-sheet treatment).
Goldman Sachs (GS)
→ In mid-January 2026 (Q4 earnings call around January 15-16), CEO David Solomon confirmed the firm is devoting significant internal resources and senior leadership to exploring tokenization (e.g., prior tokenized money-market funds with BNY Mellon via GS DAP), stablecoins, and regulated prediction markets, viewing them as durable trends that could accelerate core business operations amid expected U.S. regulatory reforms like market structure bills.
→ Analysts in early January 2026 forecasted bipartisan crypto legislation passing in 2026 to spark the next wave of institutional inflows, building on Goldman's ongoing research into blockchain tech without new direct Bitcoin custody/trading announcements.
JPMorgan Chase (JPM)
→ On December 22-23, 2025, JPMorgan began quietly exploring dedicated spot and derivatives crypto trading services for institutional clients (potentially expanding Coinbase partnerships for bank-to-wallet connectivity and rewards), with expectations of growing traditional finance Bitcoin allocations into 2026.
→ On November 25-26, 2025, JPMorgan filed for structured notes linked to BlackRock's IBIT Bitcoin ETF, providing a guaranteed minimum 16% return if IBIT meets preset price thresholds by December 21, 2026 (with early redemption), or uncapped 1.5x leveraged upside through 2028 if delayed—designed to align with Bitcoin's post-halving cycle patterns for potential amplified gains.
→ In October 2025 (with ongoing rollout), JPMorgan expanded institutional lending to accept spot Bitcoin and Ether directly as collateral for loans (via third-party custodians), evolving from prior ETF-based collateral to treat native holdings more like traditional assets in secured financing.
Bank of America
→ Starting January 5, 2026 (policy updated in December 2025), Bank of America authorized wealth advisers across Merrill, Private Bank, and Merrill Edge to proactively recommend 1-4% portfolio allocations to select spot Bitcoin ETFs (specifically IBIT, FBTC, BITB, and Grayscale's Bitcoin Mini Trust/BTC), shifting from client-initiated access only to adviser-led guidance with training, research, and suitability guardrails—while limiting to Bitcoin products for now.
Citigroup (Citi)
→ From October 2025 preparations (ongoing into 2026), Citigroup is gearing up to launch institutional crypto custody services for native digital assets like Bitcoin and Ethereum in 2026, following multi-year development to offer secure, regulated holding amid broader digital asset infrastructure builds.
Wells Fargo
→ Throughout 2025 (pilots continuing), Wells Fargo initiated Bitcoin-collateralized credit programs for private/wealth clients, partnering with compliant custodians to provide loans against Bitcoin holdings with managed risk controls, treating it as an emerging asset class for secured lending.
U.S. Bank
→ In September 2025 (relaunched and expanded), U.S. Bank revived its institutional crypto custody business in partnership with NYDIG as sub-custodian, supporting direct Bitcoin holdings alongside Bitcoin ETFs for clients.
1
6
29
2,541
🤣
🚨 HOLY CRAP! Scott Bessent just PUMMELED Gavin Newsom in Davos
"He's here this week with his billionaire sugar daddy, Alex Soros!" 🔥
"I think it's very, very ironic that Newsom — who strikes me as Patrick Bateman meets Sparkle Beach Ben — may be the only Californian who knows less about economics than Kamala Harris!"
BOOM!
1
167
This has been happening for years.
Ilhan Omar is the most obvious example. A large number of relatively recently arrived Somalis will elect only a Somali to Congress in that Minnesota district.
This is much more subtle, but just as bad, in many other parts of America.
How is this not treason:
1. incentivizing illegal immigration by vastly expanding welfare and giving it to non-citizens
2. keep borders open
3. create fast-tracks from asylum to citizenship, allow mail-in ballots, and eliminate photo-ID for voting
4. win elections
5. repeat until one-party rule
I used to think this was an exaggeration
But after Elon's time at DOGE and @nickshirleyy 's investigation in Minnesota, I think this taxpayer-funded vote-laundering program is far more systemic than we think
It very nearly succeeded at a national level.
If the fraud and electoral loopholes aren't eliminated, it still has the potential to.
6,078
37,814
167,005
14,497,106
J₿ooze retweeted
新年あけましておめでとうございます。
日頃より温かいご支援とご信頼を賜り、心より御礼申し上げます。新しい年の始まりにあたり、私たちは長期的な価値創造と揺るぎないビジョンの実現に、引き続き全力で取り組んでまいります。本年も皆様とともに歩んでいけることを、心から楽しみにしております。
Happy New Year, and thank you for your continued trust and support. As we begin this new year together, we remain deeply committed to building long-term value and staying true to our vision. We are grateful to have you with us on this journey, and we look forward to the year ahead with confidence and purpose.
138
158
2,327
188,149
RT @ColeMacro: STRIVE ($ASST) <> SEMLER ($SMLR) MERGER UPDATE
Glass Lewis also recommends Semler Scientific shareholders vote FOR the merg…
40
