Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
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Most can't see it yet but I am watching up close as IREN positions itself to make a run at being one of the largest companies on the planet. There are no guarantees of anything in life but IREN has all the right ingredients. Let's freaking go.
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On a serious note, I am concerned about the plague. It started far away but it could have a severe impact at home. There is a veritable epidemic of doomerism on X. It spreads from person to person. Spaces are the Petri dish. Get immunized. Vitamins. Air. Stay invested. Stay safe.
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THERE IS NO 3RD BEST.
Strive acquired 2,000 $BTC for $169M at an average cost of $84,422 per bitcoin, bringing total holdings to ₿29,462.
61.5% of capital raised came from SATA, with warrants generating $56.7M.
Today’s 8-K also highlights key metrics and KPIs through 3Q26.
$ASST $SATA
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I have filed a 13D on SSM on behalf of Alpine Fox Capital LLC and Alpine Fox LP. Via my entities, I now control 21.5% of the shares outstanding. Chris Kelly's new company Sports One is intriguing and I am bullish on tokenized sports equity (NFL, NBA, MLB, NHL). sec.gov/Archives/edgar/data/…
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Please see the 13D filed by Chris Kelly and his group last month for more information on the proposed business combination between Sports One and Sono Group (SSM): sec.gov/Archives/edgar/data/…
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Mike Alfred retweeted
I am thrilled to announce @eaglebrook has partnered with @SPDJIndices to bring direct indexing to crypto.
Wall Street spent 20 years perfecting direct indexing for stocks.
Crypto just got it.
wealthmanagement.com/crypto/…
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As I’ve been saying for months, inflation is already quietly coming down. Growth is already quietly ratcheting up. Trump ends Iran, yields pull back, macro risk goes full bore, asset prices rip higher. This is not a game. This is your life. Do not f*ck it up. Stay positioned long
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Incredible group. Incredible wine. Incredible energy. If you want an exceptional experience, you have to be exceptionally focused on curating the right details.
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I just got off the phone with one of the world’s most respected chart squigglers. He has averaged $92,000 of profit every year for the last 12. He says we are virtually guaranteed to see $40,000 Bitcoin in October. I hung up and placed a limit order to buy all the Bitcoins there.
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