Eddie M.
@eddiemush.bsky.social
Nothing says "digital freedom" like crypto bros needing to ban their friends and family from posting anything online
December 10, 2025 at 1:44 PM
Nothing says "digital freedom" like crypto bros needing to ban their friends and family from posting anything online
I'm sure Ted fluffed him up and promised a good bribe, but it's going to be hard to beat Donald's pals the Ellisons.
I'm old enough to remember when merger arb analysis was based on merits.
I'm old enough to remember when merger arb analysis was based on merits.
December 8, 2025 at 2:18 PM
I'm sure Ted fluffed him up and promised a good bribe, but it's going to be hard to beat Donald's pals the Ellisons.
I'm old enough to remember when merger arb analysis was based on merits.
I'm old enough to remember when merger arb analysis was based on merits.
Everyone actually trying to use AI is putting forward disappointing results, but the broader market still rewards AI hype. Great stuff.
December 4, 2025 at 3:32 PM
Everyone actually trying to use AI is putting forward disappointing results, but the broader market still rewards AI hype. Great stuff.
Anyways, *this time* you should trust Zuck to spend hundreds of billions on an unproven technology.
December 4, 2025 at 3:14 PM
Anyways, *this time* you should trust Zuck to spend hundreds of billions on an unproven technology.
Lots of victory laps re: $MSTR, but it still (!!!) trades at a premium to NAV.
As of today, the reasons for that premium continue to collapse. There's no need for an expensive publicly traded BTC proxy when very cheap alternatives are available.
As of today, the reasons for that premium continue to collapse. There's no need for an expensive publicly traded BTC proxy when very cheap alternatives are available.
December 2, 2025 at 2:26 PM
Lots of victory laps re: $MSTR, but it still (!!!) trades at a premium to NAV.
As of today, the reasons for that premium continue to collapse. There's no need for an expensive publicly traded BTC proxy when very cheap alternatives are available.
As of today, the reasons for that premium continue to collapse. There's no need for an expensive publicly traded BTC proxy when very cheap alternatives are available.
We are here, early 2021..
GBTC eventually traded back to NAV because it converted to an ETF.
The only option Saylor would have is what he promised he wouldn't do -- sell BTC to repurchase stock.
GBTC eventually traded back to NAV because it converted to an ETF.
The only option Saylor would have is what he promised he wouldn't do -- sell BTC to repurchase stock.
November 28, 2025 at 3:30 PM
We are here, early 2021..
GBTC eventually traded back to NAV because it converted to an ETF.
The only option Saylor would have is what he promised he wouldn't do -- sell BTC to repurchase stock.
GBTC eventually traded back to NAV because it converted to an ETF.
The only option Saylor would have is what he promised he wouldn't do -- sell BTC to repurchase stock.
Reminder that $TSLA, whose technology is inferior to many of these Chinese startups, trades for $1.4 trillion because this is the company's "future"
November 28, 2025 at 2:14 PM
Reminder that $TSLA, whose technology is inferior to many of these Chinese startups, trades for $1.4 trillion because this is the company's "future"
NVDA chips performing worse than Google TPUs should have a negative effect on NVDA's stock price.
I know, I know, I'm a boomer investor. Ignore the Mush and just buy every dip.
I know, I know, I'm a boomer investor. Ignore the Mush and just buy every dip.
November 25, 2025 at 8:57 PM
NVDA chips performing worse than Google TPUs should have a negative effect on NVDA's stock price.
I know, I know, I'm a boomer investor. Ignore the Mush and just buy every dip.
I know, I know, I'm a boomer investor. Ignore the Mush and just buy every dip.
Matt Levine lol
$MSTR
$MSTR
November 25, 2025 at 7:15 PM
Matt Levine lol
$MSTR
$MSTR
NVDA earnings don't actually matter. Nobody doubts that companies are spending on GPUs - the question is the ultimate ROI on that spend.
November 19, 2025 at 2:50 PM
NVDA earnings don't actually matter. Nobody doubts that companies are spending on GPUs - the question is the ultimate ROI on that spend.
Bouncing off an important VWAP makes sense
November 18, 2025 at 4:45 PM
Bouncing off an important VWAP makes sense
Joyce Carol Oates just totally fucking wrecked these losers. Amazing.
November 18, 2025 at 3:11 PM
Joyce Carol Oates just totally fucking wrecked these losers. Amazing.
BTC price tanked last week DESPITE Saylor buying 8,178 coins for $836 million last week (at an average price 10% higher than current).
Most of the cash came from STRE preferreds, issued at a 20% discount (!!!!) to face value with a 10% cash pay dividend.
Most of the cash came from STRE preferreds, issued at a 20% discount (!!!!) to face value with a 10% cash pay dividend.
November 17, 2025 at 3:56 PM
BTC price tanked last week DESPITE Saylor buying 8,178 coins for $836 million last week (at an average price 10% higher than current).
Most of the cash came from STRE preferreds, issued at a 20% discount (!!!!) to face value with a 10% cash pay dividend.
Most of the cash came from STRE preferreds, issued at a 20% discount (!!!!) to face value with a 10% cash pay dividend.
I... don't think that record margins are a reason to buy lol
November 14, 2025 at 4:41 PM
I... don't think that record margins are a reason to buy lol
The direct read of this email, given Trump's subsequent denials, is that Epstein and Maxwell have blackmail over Trump.
November 12, 2025 at 2:18 PM
The direct read of this email, given Trump's subsequent denials, is that Epstein and Maxwell have blackmail over Trump.
The thing about Trump and MAGA is that they do not give two shits about small businesses.
The biggest, most powerful in the world get every favor under the sun because bribes and flattery from them means so much more to him.
The biggest, most powerful in the world get every favor under the sun because bribes and flattery from them means so much more to him.
November 11, 2025 at 7:30 PM
The thing about Trump and MAGA is that they do not give two shits about small businesses.
The biggest, most powerful in the world get every favor under the sun because bribes and flattery from them means so much more to him.
The biggest, most powerful in the world get every favor under the sun because bribes and flattery from them means so much more to him.
Donald sees the stock market and is frantically trying to TACO the shutdown.
I don't think this selloff is because of the shutdown.
I don't think this selloff is because of the shutdown.
November 7, 2025 at 4:24 PM
Donald sees the stock market and is frantically trying to TACO the shutdown.
I don't think this selloff is because of the shutdown.
I don't think this selloff is because of the shutdown.
Hm, is this a good look for a man whose #1 priority is a gilded ballroom?
November 7, 2025 at 3:33 PM
Hm, is this a good look for a man whose #1 priority is a gilded ballroom?
And @schumer.senate.gov is signaling that he wants to cave. Useless.
November 4, 2025 at 9:59 PM
And @schumer.senate.gov is signaling that he wants to cave. Useless.
Gotta pay a bigger bribe next time
November 3, 2025 at 7:10 PM
Gotta pay a bigger bribe next time
NVDA doing everything it can to inflate the bubble.
They seem to have shrugged off the round tripping concerns. Why not? The market doesn't give a shit either.
They seem to have shrugged off the round tripping concerns. Why not? The market doesn't give a shit either.
October 31, 2025 at 3:05 PM
NVDA doing everything it can to inflate the bubble.
They seem to have shrugged off the round tripping concerns. Why not? The market doesn't give a shit either.
They seem to have shrugged off the round tripping concerns. Why not? The market doesn't give a shit either.
*Khal Drogo voice* a crown for a King
October 29, 2025 at 4:59 PM
*Khal Drogo voice* a crown for a King
October 28, 2025 at 4:43 PM
