jords (@jords) header
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mostly retired cloud @jordspodcast https://nitter.cf/t.co/ho15UjBRPm

Joined May 2016
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general update on things im looking at rn in the market
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no one gives a fuck about crypto btw timeline completely overrates it as an issue on a larger scale bc it was in a previous post-FTX cycle where they needed to save face the dems are much more interested in the blatant corruption and war crimes than internet money regulation imo. they are what wins them the next election and that's all governments ever care about if crypto is attacked it will be the part that should be attacked which is the obvious scams that trump n co extracted from some exceptions but i think sensible regulation > mass extraction has to be bullish mid-long term crypto
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getting really gud feedback on this video that i put together with very little prep if ppl like it then i can mbe make it a regularly thing (once a fortnight / month or something) even if im not actively trading im always tracking what i find interesting and finding new opportunities, it's kinda nice to go through and talk about it
general update on things im looking at rn in the market
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each day phantom strays further from being functional
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jords retweeted
I'm really surprised by these election results. I thought Americans loved high gas prices, war, and market manipulation
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debasement trade is back on the menu remember: the higher gold goes, the higher bitcoin will go
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had an absolute banger of wednesday
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man what a beautiful day
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hyperliquid:native to $100 v soon btw
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nothing ages you quite like losing
Binance Founder, CZ, issues big WARNING. "If a crypto exchange can be hacked, banks are in a worse position." "This is not just a #crypto problem. This is actually a much wider information security problem."
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i think the market prices out the pre-midterms uncertainty and we go back to trending up expanded thoughts here
general update on things im looking at rn in the market
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🥰🥰🥰🥰
Replying to @jords
bro no bullshit your podcast and substack is so fucking good lmao I'm just some random chud but I love listening to it and I typically rewatch all episodes sm good stuff and your speed and delivery is perfect
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tickers mentioned: $BTC $HYPE kinetiq:native $PUMP $ZEC $PRL $LIT also spoke about my thoughts on gold and the rollout of elysium soon + high timeframe
general update on things im looking at rn in the market
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i think as AI takes over communication there will be a lot of beauty in words written by humans scarcity will result in value
I’ve been reading substack and so much of it is AI slop. It’s quite disheartening to see how lazy people are. Nice to see that @jords and other original creators are holding down the fort with thoughtful pieces.
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world is beautiful btw ily
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Looks like Saylor is gonna be a problem again * sep '27 he owes $1B if he can't get MSTR above $183 * mar '28 he owes $2B if he can't get MSTR above $433 * jun '28 he owes $1.5B if he can't get MSTR above $672 * then there's another $2B+ in potential payments out to jun '29 ^ Assuming he cannot recover the share price, MSTR will be out of cash by March of '28. But even worse, they're only 5 months away from having less than the 12 months cash in reserve they promised to maintain earlier this year. *expect them to charitably interpret their USD reserve policy moving forward > So why assume he can't get the share price where it needs to be? Honestly maybe he gets bailed out by Bitcoin on his upcoming September converts. But keep in mind Microstrategy has had negative Bitcoin yield this year. BTC per share is down 3.7% this year. Common holders are getting brutally diluted and market stress makes this worse (BTC yield was -11% in Q3 alone). With this class of management, I do not see how Saylor convinces anybody Microstrategy should trade at a premium to Bitcoin - which means to get MSTR up ~40% to $183, you're going to need to see Bitcoin well above ~$107k. Getting this pig back to $433 then $672 for the two following converts seems essentially impossible to me unless Bitcoin goes on a sun run. > So can't he raise more cash and kick the can down the road again? Unfortunately the powers that be have decided they've had enough of Saylor and he's getting kicked out of the indices. Expect the problem to only compound as the conditions get worse
Horrible 10-Q. Flags short-term liquidity needs for cash repayment of convertible debt, acknowledges likely exclusion from MSCI indices, flags this could trigger rating revision & adversely affect the ability to raise capital. No wonder the CFO quit last week.
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good opportunity everywhere going to try record a market thoughts video soon inspired by @tulipking (mine will not be 3h long)
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jords retweeted
Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer. Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war. To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha. The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people. And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final. We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it. Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made. They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making. One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
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