DOGEUSDT
Dogecoin / Tether USD
crypto Composite

Posting until DOGE hits $1 - day 73

Exactly, he's basically giving the same speech Musk gave about DOGE. "There's so much waste, we can cut it all in less than 12 months, maybe even less than 6! Under my glorious leadership, this ~~company~~ government will be leaner, more efficient, saving ~~shareholder~~ taxpayer money and streamlining its core business."
Which says nothing.
I'm waiting for Ryan Cohen to make a single definitive statement about eBay which is about its business, not its stock or its compensation to board members.

Hey when are we supposed to get the tarrif checks in the mail? Or the DOGE checks? I really need them and 🥭 promised us.

He wants to do his own DOGE on a private company.

The main purpose of DOGE was to neuter SEC, FTC, CFPB, and also any other agencies libs care about. Billionaires are now free to self deal, insider trade, and rip off consumers and tax payers

DOGE

This is the problem with BTC lol. But no one on this sub is willing to discuss or admit it anymore.
Most people investing in crypto that could actually make life changing money off of it are not rich. If you can make like changing money off of BTC at 80-100k you are already rich. The reason that price increase for BTC mattered was because of the alt market. Some every day joe or even somebody that works at a fast food place or convenient store. Could put money into a relatively safe alt coin and that shit could actually 100 to 1000+ times. When the prices of these alts were significantly lower and BTC shot up in price that is when these things happened.
Now the alt market is practically nonexistent for anyone that is entry level. The price point for BTC has dropped a lot but the prices of alts are all still too high. There's no $7 SOL or under 1 cent DOGE.

I’m a data analyst and I’ve been building an alt-data pipeline on top of USASpending.gov — the federal contract database covering $4.5T in obligations since 2020. The data is free and public but almost completely unprocessed from an investment standpoint. This is my first writeup from it.
The methodology problem
The raw data has 297 columns, \~30M rows, and a terrible entity resolution problem. “Raytheon Company,” “Raytheon Applied Signal Technology Inc,” and “Raytheon Canada Limited” are all separate rows with no ticker attached. I built a mapping layer using SEC EDGAR Exhibit 21 subsidiary filings cross-referenced against recipient names. Imperfect but functional for major public companies.
What I found on LHX
Harris Corporation — the legacy name L3Harris still contracts under post-merger — had steady obligations of $400-500M annually from 2021-2024. In 2025 that jumped to $1.21B.
The driver is the FAA Telecommunications Infrastructure Next Generation contract. Civilian FAA modernization, nothing to do with DoD or DOGE. The modification-level data shows the pace accelerating through 2025: \~$100M in Q2, $265M in Q3, $310M in Q4.
LHX pulled back 9% from its March high on a backward-looking revenue miss. These FAA obligations are about 5% of LHX revenue and roughly 20% of true FCF. Not the whole story but not nothing either. The historical correlation between LHX obligation levels and subsequent FCF is reasonably clean.
What I found on HON
Honeywell FM&T runs the Kansas City National Security Campus — makes non-nuclear components for US warheads under DOE contract DE-NA0002839. Single modification amounts: $591M in Q2 2025, $509M in Q4, $989M in one modification in Q1 2026.
The HON correlation with FCF is noisier. Federal contracts are \~5% of their revenue and the scatter plot doesn’t tell a clean story. Worth watching given the restructuring but I wouldn’t act on it alone.
Palantir sanity check
Federal contracts are roughly a third of PLTR revenue. The correlation between obligation growth and their FCF metrics is strong and visually obvious. Good sign the methodology isn’t completely broken.
Honest caveats
30-90 day reporting lag on the data so recent quarters may be understated. The $90B FTI-NG ceiling figure comes from a single modification record and needs verification against primary FAA sources. I’m a data analyst not a contracting expert — if anyone has domain knowledge in FAA telecom or NNSA programs I’d genuinely appreciate a sanity check.
There are 136K entities in this database getting federal money. AmerisourceBergen’s trend is one I’m looking at next. Full writeup with charts here if you want to see the visuals: https://open.substack.com/pub/cavemanscreener/p/defense-contracts-and-fcf-looking?r=29p94e&utm\_medium=ios

Posting until DOGE hits $1 - day 72

After we had an official government agency called DOGE that killed millions of people, all bets are off

You don’t seem to understand. There is far more money wasted due to DOGE compared to before DOGE.

Yeah, they got cut by DOGE :(

Tons of money wasted but DOGE ended none of it. Alot of sensationalist headlines of policies or studies it ended but in reality of these were actually quite important. Ths real waste is in the military, Pentagon, and industrial subsidies that Musk benefits from.

> So DOGE did cut spending.
"This program brought in measurable benefit with absurd returns worldwide and greatly facilitated US soft power. But it cost a little money - less than the ballroom in fact. Therefore, cutting it would be good!"
Amazing we have to explain these concepts to *value* investing. DOGE was an abject, stupid failure whose ostensible savings were immediately wiped away for more expensive and less favorable projects.

I deal in DOGE:BTC and not DOGE:USD since they work along each other.
I'd love to see 400 sats per DOGE. Last year it was around 220 +/- 50 the whole year. Right now its way down at 125-145 sats per coin. Even if it gets above 200 again, I'd be happy and feeling more comfortable again...

So DOGE did cut spending. You are just beeing stubborn because you dont think that specific spending should have been cut.

Not only was DOGE utterly useless in terms of actually saving anything, it's actually done significant harm to our institutions and ability to deliver serviced to our citizens, and harmed our watchdog groups, all while ignoring what Trump was wasting money on in such a flagrant fashion.
It was also an end run around Congress and their Constitutionally established 'power of the purse', but I digress.
The negative impacts go well beyond the above, but the primary point is that it saved nothing while doing lasting harm, and people like you bought the illusion because right-wing infotainment said to.

Didnt DOGE already do this? or was it just talk...let trump have the gold why not, with a multi trillion debt we dont own it anyway. Maybe the top debt collector will take his a$$ out to get it back. Trump can defend it with his golden fleet of home depot spray painted boats.

I’m not worried about downvotes. I’m worried about why an illegal South African immigrant felt the need to spend $230 million to elect a 34x felon, and stood on stage in PA and said, “if he doesn’t get elected, I’m going to jail.” Then proceeded to use DOGE, to effectively shut down USAID, and do who knows what the fucks else, with a group of broccoli headed douche bros, with no security clearances that now have all our information.

Tell DOGE to ask why we’re spending billions of dollars on a ballroom, an arch, and golf trips.