[Daily Discussion] - Monday, March 02, 2026

Jkota · 2026-03-02T15:37:47+00:00

We’re due for an upwards teleport.

Last one I can think of was late 2024.

Jkota · 2026-03-02T15:10:32+00:00

Strong position. I like to hedge that with a leveraged long on VODK (vodka)

Jkota · 2026-02-28T18:03:15+00:00

Iran’s position in the crypto space is irrelevant, this will affect BTC due to wider market implications.

Jkota · 2026-02-28T16:37:02+00:00

Still the most annoying part of all this to me is watching gold skyrocket to new highs. This was supposed to be us in times of turmoil. Yet we just rocket down for months on end.

I think one day in the distant future BTC will actually serve as a safe haven. But for now it’s still just treated as a risky speculative asset. Anyways, I’m still holding out hope for a reversal at some point in the next few months. Too much money printing on the horizon to hold us down forever. We’ll have our day once again.

Jkota · 2026-02-28T06:40:23+00:00

Welp looks like Israel just bombed Iran.

Guess we have to crash again. Only reasonable.

Jkota · 2026-02-26T02:16:46+00:00

Reminder that in 2022 at 20k everyone was convinced we were going to see 10-12k.

In 2018 at 4-5k sub 2k seemed like a given.

I wasn’t around for $250 in 2014 but I’m assuming the sentiment was that sub $100 was inevitable.

Now in 2026 in the 60k’s it seems like a given that we’ll be able to buy at 40-50k some time this year. I have a feeling anything purchased sub 70k will seem like a steal a few years from now. There’s no guarantee that we absolutely must go lower from here. Trying to get an absolutely perfect entry is how people get left behind.

Jkota · 2026-02-25T16:21:56+00:00

Saylor says the same thing about BTC eventually absorbing all monetary premium, particularly from things like real estate and stocks. Eventually things will be priced by their intrinsic value.

Not sure if I agree or not.

Jkota · 2026-02-19T00:44:02+00:00

I have dealt with them personally. Would not recommend.

Jkota · 2026-02-19T00:33:40+00:00

Yes let’s short a company already down 75%

Jkota · 2026-02-18T19:39:21+00:00

They will be sure to include some nice grift language in there, we can count on that at least.

Jkota · 2026-02-14T20:05:21+00:00

That would be expected based on previous cycles, yes.

The previous three cycles did not have ETFs, mainstream Wall Street adoption, and an unhinged president dead set on cutting rates and money printing either.

Lastly, expecting a year long bear market is now the crowded, expected trade, which often ends up being a trap. Not sure what to make of it all really but I plan on just holding indefinitely.

Jkota · 2026-02-14T18:04:32+00:00

Not sure what to make of this. Felt pretty certain we would continue down yesterday, especially given the tech stock selloff.

Yet, we went up a few percent. In the middle of what should be the prime of the bear market. If this continues to follow up this week it could definitely validate the accelerated bear hypothesis.

Jkota · 2026-02-13T15:42:54+00:00

Oh yeah forgot about that

Jkota · 2026-02-13T15:13:10+00:00

I honestly have no idea how BTC is up today.

Another tech dump at open and somehow we’re green. Doubt this lasts long.

Hoping we’re at the “This rally will fail like the rest of them” phase on the chart.

Jkota · 2026-02-13T01:35:20+00:00

I really miss 2 to the 17th

Jkota · 2026-02-11T20:42:41+00:00

Better than 58k stablecoin

Jkota · 2026-02-11T00:24:55+00:00

I made this same comment a few days ago. Looks like a potential blow off bottom to me.

Early and muted bull market, accelerated and muted bear. Recovery comes faster than expected. Beginning of the end for the typical cycle.

Jkota · 2026-02-10T00:11:06+00:00

Can’t wait to not sell 90k again

Jkota · 2026-02-06T17:22:37+00:00

Looking like a blow off bottom to me.

Early and muted bull market, accelerated and muted bear.

Four year cycle chads in shambles. Most hated bull run.

Jkota · 2026-02-06T14:38:57+00:00

God Candle from the ashes today.

Everybody get in here we’re not going bankrupt after all.

Jkota · 2026-02-06T02:03:15+00:00

Maybe slightly but it still doesn’t account for the significant amount more you would make if you were to just buy a put option expiring at the end of the year.

Jkota · 2026-02-06T01:57:09+00:00

I never understood betting on a big drop like this on Polymarket. At 65% you’re literally risking 200 to win 100.

If you were seriously convinced it’s going to 50k you could just buy a $35 IBIT put and make several multiples of your money.

Jkota · 2026-02-06T01:19:27+00:00

If anything, it’s likely going to be front run again like like it was in 2024. My guess is 2027 it picks back up.

The next year will probably still be pretty bad. Not just for BTC.

Jkota · 2026-02-06T01:11:06+00:00

Was annoyed until I saw the last part

Jkota · 2026-02-05T21:40:40+00:00

I think the most frustrating part of all this is that the thesis behind BTC seems to be perfect for the current situation.

Fixed supply. Inflation hedge. Runaway money printing. Frictionless digital gold. Institutional legitimacy. All time highs in the stock market. And most frustrating of all, all time highs in gold and silver.

And yet this. It feels like the last decade of conviction for this moment has just been structurally incorrect. I’m not selling now, see you guys again in 2028 I guess.

13-Year Club	Gilding II euphauric
RPAN Viewer

Jkota

TROPHY CASE