BEaST
@greytsun.bsky.social
golf, 10am tee time
amateur investor - future retiree
Only charts
amateur investor - future retiree
Only charts
and this data doesnt account for the TIC data innacuracies around hedge funds/PE in the caymans
www.federalreserve.gov/econres/note...
www.federalreserve.gov/econres/note...
The Cross-Border Trail of the Treasury Basis Trade
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
January 19, 2026 at 5:25 PM
and this data doesnt account for the TIC data innacuracies around hedge funds/PE in the caymans
www.federalreserve.gov/econres/note...
www.federalreserve.gov/econres/note...
I would be suspect of AIs that forget Japan exists and think their trilly in us treasuries are none existent
January 19, 2026 at 5:22 PM
I would be suspect of AIs that forget Japan exists and think their trilly in us treasuries are none existent
could be using derivatives to see whats trending so something thats talked about alot everyday would be tough to move the needle vs little discussion to major news item
January 16, 2026 at 7:09 PM
could be using derivatives to see whats trending so something thats talked about alot everyday would be tough to move the needle vs little discussion to major news item
hey big win for Denmark/greenland
January 16, 2026 at 6:36 PM
hey big win for Denmark/greenland
oops chipped it over the green and three putt for a double bogey we'll gettem next time
January 16, 2026 at 3:28 PM
oops chipped it over the green and three putt for a double bogey we'll gettem next time
and AI energy usage is expected to double this year vs 2024 usage where as bitcoin has asics that efficiently use the electricity for their application where AI is using GPUs not specifically tailored to their application
January 16, 2026 at 2:12 PM
and AI energy usage is expected to double this year vs 2024 usage where as bitcoin has asics that efficiently use the electricity for their application where AI is using GPUs not specifically tailored to their application
AI uses way more electricity so yeah 91 terawatts vs 415 terawatts
January 16, 2026 at 2:09 PM
AI uses way more electricity so yeah 91 terawatts vs 415 terawatts
Raisin branstrong isnt doing himself any favors to be honest but ive always looked it like this:
COIN is crypto (abandoned baby) MSTR is bacon (not abandoned)
COIN is crypto (abandoned baby) MSTR is bacon (not abandoned)
January 15, 2026 at 11:58 PM
Raisin branstrong isnt doing himself any favors to be honest but ive always looked it like this:
COIN is crypto (abandoned baby) MSTR is bacon (not abandoned)
COIN is crypto (abandoned baby) MSTR is bacon (not abandoned)
most of crypto does go to 0 when priced in bitcoin terms
January 15, 2026 at 4:07 PM
most of crypto does go to 0 when priced in bitcoin terms
stocks basically flat since futures opened on sunday vs bitcoin up 7% hopefully S&P can catch up
January 15, 2026 at 2:16 PM
stocks basically flat since futures opened on sunday vs bitcoin up 7% hopefully S&P can catch up
you posted about it on the low of the year too👍
January 14, 2026 at 3:02 PM
you posted about it on the low of the year too👍
JPY devaluing even harder theres no reason to end the carry trade theres still 2% of yield arb. to be had. The liquidity conditions have improved from two months ago i dont see how a bank is going under right now
January 14, 2026 at 2:42 PM
JPY devaluing even harder theres no reason to end the carry trade theres still 2% of yield arb. to be had. The liquidity conditions have improved from two months ago i dont see how a bank is going under right now
January 14, 2026 at 12:53 AM
Reposted by BEaST
/2 I assumed ”ICE took his phone and sold it” was a typo or something.
Nah bro. Thug THIEF scum.
Nah bro. Thug THIEF scum.
January 13, 2026 at 11:56 PM
/2 I assumed ”ICE took his phone and sold it” was a typo or something.
Nah bro. Thug THIEF scum.
Nah bro. Thug THIEF scum.
not sure how quoting trump's slop speach gets my ip banned from accessing this website but here we are
January 13, 2026 at 10:31 PM
not sure how quoting trump's slop speach gets my ip banned from accessing this website but here we are