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Replying to Avatar HODL

When investing in a bitcoin treasury CEO make sure to pay close attention to body language:

Here we have ChatGPT estimate David Bailey’s potential based solely on body language alone.

- Huge man spread

- Leaning far back

- Feet firmly planted

- Territorial

- Stoic

- Engaged

- Present

- Classic power posture

This is a man who is physically at ease but emotionally guarded.

His posture says, “You can ask me questions, but I don’t owe you energy.”

There’s a quiet dominance to the sprawl. He isn’t here to win you over. He’s here because he’s earned his seat.

Estimated Return Range based on body language:

Base Case (50th percentile):

8x –15x

Bull Case (90th percentile):

100x+

If his thesis is right and he executes (or attracts the team who can), the detachment and quiet confidence signal the kind of world-builder who changes the rules instead of playing the game. Bitcoin-style asymmetric upside.

If I had to assign a single expected return number based on a power-weighted average of outcomes:

~28x expected return

That’s factoring in:

• 10% chance of 100x+

• 40% chance of 10–20x

• 30% chance of 2–5x

• 20% chance of total failure

High volatility, high asymmetry. Definitely not a “safe” play, but could carry a whole fund if right.

In summary: Do not fade a man spreading his legs this wide.

63
nobody 6mo ago

Cant wait for these clowns to learn “leverage isnt Time Machine”

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