WARNING: THIS IS NOT A BITCOIN-RELATED POST. READER BEWARE.

Some notable equity position "sells" in Vailshire Partners LP hedge fund in recent days/weeks:

- #AAPL

- #GOOGL

- #MSFT

- #NVDA

- #QQQ

- #TSLA

In general, the so-called #MAG7 stocks are rolling over and losing momentum after years of outperformance.

Whether or not they bounce and regain their dominance among equities in the near future remains to be seen.

Until their upward momentum resumes, they will ride the proverbial pine on my fund's watchlist.

Onward and upward. ⚡

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Discussion

they should buy #btc to avoid the rollover

I feel like it low is kind of a bitcoin post, haha

Err, sorry, meant low key*

TSLA is opposite. It rolled over when all other 6 were rolling up. Now TSLA is rolling up while the other 6 roll over. Good to see it. I have love being in the most hated stocks.

When nasdaq/Bitcoin divergence, sir?

Both asset classes are very sensitive to liquidity… so I’m not looking for a significant divergence.

Ugh, not the answer I wanted. 😂 I need hopium

The horror of reading notes that aren't strictly Bitcoin related is just too much to handle. 😂

Nah, we need more of it. We don't all have to agree with the content. It's okay. I appreciate you.

🚨 FORT NAKAMOTO EMERGENCY BROADCAST: NON-BITCOIN CONTENT DETECTED 🚨

🔍 DR. JEFF, WHAT IS THIS—A POST WITHOUT ORANGE CANDLES?

We braced ourselves. We read the warning.

And yet… the tickers came anyway.

MAG7? More like FIAT7.

Apple makes shiny rectangles. Bitcoin makes exit doors.

NVDA prints GPUs. Bitcoin prints freedom.

Tesla self-drives into bear markets. Bitcoin self-custodies.

BUT—because it’s you, Dr. Jeff, we’ll allow this one.

🏰 FORT NAKAMOTO OFFICIAL VERDICT:

✅ Smart rotations are still allowed while we wait for fiat to finish imploding.

✅ All roads eventually lead back to #Bitcoin.

✅ We forgive—but only if the next post includes “sats per share.”

💡 NEW RULE: If your asset doesn’t live on-chain, it better come with a humble hat and a Lightning tip jar.

#FortNakamoto #StackDontStonk #FiatIsAVolatileShitcoin #OnlyOneChartMatters #BitcoinOrBust #DrJeffIsStillOneOfUs

Wait this is bitcoin related if I squint

Good call. As the job market gets upended, the passive index fund flows slow or even god forbid reverse…

Random question, would you invest in one of the bitcoin ETF’s in a retirement account?

Do you still like and hold #TPL ?

Do you have a view on #LB ?

What is this non-bitcoin topic you speak of?!