Member Info for bonker99

Last word on the MARA guy vs Peter Wall.

I'm an engineer - I recognise engineers by how they think and talk - the MARA guy is an engineer.

This sector is/was about engineering in the early stages but as it matures, as it clearly is, it becomes more about business.

Peter Wall and Michael Saylor are businessmen - they understand short/long term cycles in investment/costs/revenue/profitability etc.

Again, at the current stage of the BTC life cycle, these are the guys you want running the show as the sector balloons in the coming years.

30x mcap valuations?

There's a reason for that - I bet they hit 80x - this is Amazon/Google 20 years ago, you've just got to see it.

A lot of USA PIs will never have heard of Argo of course - last night was the first time most of them will have seen Peter Wall front & centre and certainly the first time they could see/hear him and buy the stock.

The comments in the youtube chat were very positive about him from what I saw - he was the only one out of the eight who could put a proper presentation together apart from Saylor of course - I know where I'd put my money ...

MARA are bigger than us but they've got big bills to pay down the line when their kit isn't up to snuff/breaks.

We've got the cool looking CEO and the cool (literally) new kit ;)

It's not coming back is it? :)

Looks like an official ATH (all time zones/exchanges lol) today.

£5/£7/£12 :)

I only just noticed that it backtested the new $63.5k support during the night.

To my eye, the possible sharp $56k drop today/tomorrow that I suggested a few days ago is starting to look unlikely if it beats $64k this morning.

Don't get mugged off if that drop comes though - it will boing ...

So the money guys could get in at the bottom of the third wave and then pump BTC for the mining leverage on their new HODLing in Argo.

So, anyway - the vertical daily MA20 for BTC will be at what should be new support at around $63.5k on Monday so pencil that timeline in for an ATH and, IMO, likely $76k+.

Keep HODLing.

Some of you guys have issues lol

Trust me - daily "closes" matter as much as weekly "closes" - we couldn't chart without them, it would be one candle since the dawn of time otherwise.

Looking really good having secured another ATH close - you guys want the ATH print, I get that but it looks like just a matter of time now.

Really enjoyed the conference last night with Saylor and Argo's Peter Wall clear standouts from the rest of the mob although I thought the MARA guy was pretty bright too.

:)

I understood the MARA guy's perspective but Peter Wall spoke very eloquently from a business perspective re cycles of costs and timing your investment's into new hardware.

There's expense up-front when you take the bigger picture/longer-term view of immersion cooling tech but it may also mean your kit lasts twice as long or you can run the same kit as MARA overclocked to get more bang for your buck.

BTC looks certain to set a new ATH daily close (CET) in 15 minutes time :)

$64,480

Brilliant from Saylor there - if the 1x earnings utility companies don't start partnering up with 30x earnings BTC miners for energy usage then BTC miners may just reverse-merger into them and take them over for free energy pmsl

The MARA guy is pretty bright too to be fair - too boomer to be able to share a slide though lol

Peter Wall & Saylor are head & shoulders above the rest of these people.

ProShares #Bitcoin ETF traded $1 BILLION on its first day (including after-hours)

Saylor is awesome :)

Good job by Argo's Peter Wall too - better than the robot voice kid who followed him lol

Will be watching the conference on youtube.

Just waiting for Musk to drop the bomb/tweet then hold onto your hats :)

$63.92k printed.

$63.76k just printed - this is going to be fun :)

;)

RBL of sorts via 2k HODL worth $300m @ $150k BTC?

You get that the next move from the money guys will be BTC being used as collateral for loans, yes?

The dilution is just to let the "market" guys in at the bottom ahead of the multiplier.

I'm happy if you're happy.