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Updated Portfolio Allocation for 8 Digit Portfolio:
Spot #BTC = 35%
$BE = 7%
$NBIS = 7%
$SKHY = 7%
$MU = 7%
$QQQ = 5%
$SPY = 5%
$IBIT LEAP 2028 Calls = 4%
$IREN = 4%
$IREN LEAP 2028 Calls = 4%
$SMH = 4%
$DRAM = 4%
$CIFR = 2%
$CIFR LEAP 2028 Calls = 2%
$MSTR LEAP 2028 Calls = 1%
$SKHY LEAP 2028 Calls = 1%
$IBIT = 1%
Focus is exclusively Bitcoin ... chips ... storage ... and AI HPC. Tick tock ... next block. Tick tock ... next GW.
Alan Knitowski ∞/21M retweeted
When 50,000 Muslims invaded Romania Vlad the Impaler shoved pikes up their asses and decorated his roads with them
Just an interesting history lesson in case y'all weren't aware
Alan Knitowski ∞/21M retweeted
Very concerning reports about the elections in Brazil.
The fraud was so rampant that proofs are comming out so fast and strong.
Flavio Bolsonaro won the election.
Alan Knitowski ∞/21M retweeted
You mean Israelis don't like outsiders having influence over their elections?
How ironic...
Alan Knitowski ∞/21M retweeted
The people covering up the Epstein files are the same people saying that Israel is our “greatest ally”
Alan Knitowski ∞/21M retweeted
Big Bitcoin (aka the U.S. Bitcoin Industrial Complex) controls Bitcoin’s price, at least in the short term. The beast moves when Big Daddy Bessent gives the word.
So stop whining, stack sats, and STFU. This is a gift.
They need to recapitalize the system, and they’re positioning themselves to do exactly that.
But there are a hell of a lot of moving parts: domestic politics, geopolitics, economic instability, wars, and the internal power struggle between the Fed and Treasury. A lot has to align before they can afford to release the beast.
And here’s the real question: Once they unleash it, can they actually control the upside?
I don’t think they can.
They may be able to manage the timing and suppress volatility in the short term, but controlling a globally traded, digitally native asset once the repricing cycle accelerates is an entirely different animal.
And when that happens, the models get blown apart.
All those traditional financial assumptions that make $STRC look like a lost cause through a conventional TradFi lens? Right out the window.
The same frameworks @darkside2030 , @Puncher522 , @dotkrueger , and others love to pontificate about could become obsolete almost overnight.
They’re evaluating a new financial structure using models built for an old monetary system.
The irony is that the very forces attempting to control Bitcoin’s repricing may ultimately trigger a process they can no longer contain.
Game theory is one hell of a drug.
Alan Knitowski ∞/21M retweeted
Morgan Stanley: Even after time-to-power solutions we project a 43 GW net shortfall in data center demand
$NBIS $IREN $CRWV $WULF $BE $GEV $SPCX
Alan Knitowski ∞/21M retweeted
BANK OF AMERICA REPORTS 4.1% OWNERSHIP STAKE IN $IREN
Alan Knitowski ∞/21M retweeted
The First Lady of France is a man who groomed Emanuel while he was still a child.
Jared Kushner is an Israeli spy currently handling our sitting president.
The United States is in the top 100 safest countries on earth. (Out of 163 total)
One of these statements is false.
Alan Knitowski ∞/21M retweeted
🚨JUST IN: $GOOGL CFO
"We started utilizing third-party compute capacity at the end of Q3, and will ramp usage in Q4."
Musk can’t stop the neocloud rally🧐
Alan Knitowski ∞/21M retweeted
I’m in for another Milly. Let’s do this.
Hey @Jason… want an easy $3 million?
I agree to the same terms as Grant just offered you (below).
Add @dotkrueger’s original bet to the mix and you have $3M
Saying “Bitcoin is dead” is free.
Let’s see if you have conviction.
Alan Knitowski ∞/21M retweeted
🚨 SK HYNIX: JPMORGAN RAISES TARGET TO ₩2.9 MILLION
But the real story is the earnings revisions.
• 2027 operating profit: ₩481T (+21.8%)
• 2028 operating profit: ₩643T (+26.5%)
• 2028 operating margin: 80.7%
• 2028 profit estimate: 27% above consensus
JPMorgan sees tight DRAM supply extending for years, with conventional DRAM potentially becoming more profitable than HBM.
The big question: Can memory pricing sustain these extraordinary margins?
Source: J.P. Morgan estimates
$MU $SKHY #SKhynix #HBM #Semiconductors
🚨🇧🇷 BREAKING: FLÁVIO BOLSONARO RELEASES EXPLOSIVE STATEMENT FROM THE UNITED STATES!
“I address the Brazilian people and the international community as the true elected president of Brazil.”
Flávio Bolsonaro refuses to recognize Lula’s electoral victory, denounces what he calls massive electoral fraud, and confirms that he has left Brazil with his family. “There is no arrest warrant against me because I have committed no crime.” He accuses Brazil’s Supreme Court of political persecution and vows to lead the opposition from American soil.
“I left Brazil, but I have not abandoned Brazilians. This struggle did not end on October 25. It will only end when Brazil becomes a free country again. And that day will come.”









































