Crypto Mumbles
zec for continuation
banger zec long from low 300s
i TPed early before the true parabola but no regrets regardless
big win for many
i TPed early before the true parabola but no regrets regardless
big win for many
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this hantavirus is getting a bit scary
oil crisis + new virus is probably enough to get us into a lockdown again if it worsens
edit: i barely read up on hantavirus, just based off recent progressions
https://x.com/sporadica/status/2051744233548402849?s=20
oil crisis + new virus is probably enough to get us into a lockdown again if it worsens
edit: i barely read up on hantavirus, just based off recent progressions
https://x.com/sporadica/status/2051744233548402849?s=20
X (formerly Twitter)
spor (@sporadica) on X
Okay, so to recap:
-Incredibly deadly virus that is 99.99% of the time animal-to-human
-Looks like itโs now going human-to-human now
-Bunch of people infected
-Oh shit one of them got on a plane and potentially infected passengers could be anywhere on Earthโฆ
-Incredibly deadly virus that is 99.99% of the time animal-to-human
-Looks like itโs now going human-to-human now
-Bunch of people infected
-Oh shit one of them got on a plane and potentially infected passengers could be anywhere on Earthโฆ
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Forwarded from Crypto Narratives
On the topic of $MSTR selling $BTC:
- First, it's nothing new, they have been signaling for months now that selling BTC to fund dividends was an option. It was already the case on the last earnings call
- It's true though that they looked even more open to this idea on yesterday's earnings call. What's also new is that they explained for the first time that the theoretical threshold to choose selling BTC over MSTR to fund dividends was not 1x mNAV but 1.22x. That's a pretty big statement because it sort of forces them to stick to their word and sell BTC below that level (instead of selling MSTR shares).
- I think they want to get rid of the "If they sell a single BTC, it's over for them" narrative. They will sell some BTC, everyone will realize that nothing happens, and all the people who were parroting this stupid statement will be proven wrong once again.
- Maybe the most important thing to realize is that they "only" have to pay $125M in dividends per month. Selling $125 M worth of BTC per month has basically zero impact on the price. And even you think that "it's about the narrative impact", then let me remind you that they are *already* selling $125 M a month of a close derivative of BTC, which is the MSTR common stock.
- What they were also signaling yesterday, is that they want to see mNAV go up again. To be honest, this reminds me of the time when they said they wouldn't sell MSTR shares below 2.5x mNAV, these were the guidelines that they never respected, so take all of their plans with a grain of salt.
- Stating that they are likely to sell BTC increases optionality for Strategy, and that's imo a good thing. Another positive consequence is that for the first time, we are seeing a path where the BTC stack of MSTR doesn't only go up. For the people who are scared about Saylor holding too much BTC for the asset to remain "decentralized", this should be viewed positively.
- First, it's nothing new, they have been signaling for months now that selling BTC to fund dividends was an option. It was already the case on the last earnings call
- It's true though that they looked even more open to this idea on yesterday's earnings call. What's also new is that they explained for the first time that the theoretical threshold to choose selling BTC over MSTR to fund dividends was not 1x mNAV but 1.22x. That's a pretty big statement because it sort of forces them to stick to their word and sell BTC below that level (instead of selling MSTR shares).
- I think they want to get rid of the "If they sell a single BTC, it's over for them" narrative. They will sell some BTC, everyone will realize that nothing happens, and all the people who were parroting this stupid statement will be proven wrong once again.
- Maybe the most important thing to realize is that they "only" have to pay $125M in dividends per month. Selling $125 M worth of BTC per month has basically zero impact on the price. And even you think that "it's about the narrative impact", then let me remind you that they are *already* selling $125 M a month of a close derivative of BTC, which is the MSTR common stock.
- What they were also signaling yesterday, is that they want to see mNAV go up again. To be honest, this reminds me of the time when they said they wouldn't sell MSTR shares below 2.5x mNAV, these were the guidelines that they never respected, so take all of their plans with a grain of salt.
- Stating that they are likely to sell BTC increases optionality for Strategy, and that's imo a good thing. Another positive consequence is that for the first time, we are seeing a path where the BTC stack of MSTR doesn't only go up. For the people who are scared about Saylor holding too much BTC for the asset to remain "decentralized", this should be viewed positively.
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Crypto Mumbles
this hantavirus is getting a bit scary oil crisis + new virus is probably enough to get us into a lockdown again if it worsens edit: i barely read up on hantavirus, just based off recent progressions https://x.com/sporadica/status/2051744233548402849?s=20
talk about conspiracy theories
oil crisis ahead and a need for demand destruction because nobody cares enough to save fuel
what does the global cabal do? release a virus to initiate lockdown
issue stimmies run back covid 2.0 to carry on the AI cycle
https://x.com/merlinscapital/status/2051757213341851681?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
oil crisis ahead and a need for demand destruction because nobody cares enough to save fuel
what does the global cabal do? release a virus to initiate lockdown
issue stimmies run back covid 2.0 to carry on the AI cycle
https://x.com/merlinscapital/status/2051757213341851681?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
X (formerly Twitter)
Merlin Capital ๐งโโ๏ธ (@merlinscapital) on X
MAJOR HANTAVIRUS OUTBREAK IS 40X MORE DEADLY THAN CORONAVIRUS
RESEARCHERS ARE PUZZLED HOW IT IS BEING TRANSMITTED BW HUMANS AS THAT HAS NEVER HAPPENED BEFORE
SOME ARE SAYING THIS IS A LAB LEAK TO ENFORCE LOCKDOWNS
RESEARCHERS ARE PUZZLED HOW IT IS BEING TRANSMITTED BW HUMANS AS THAT HAS NEVER HAPPENED BEFORE
SOME ARE SAYING THIS IS A LAB LEAK TO ENFORCE LOCKDOWNS
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Forwarded from Walter Bloomberg
IRAN REJECTS U.S. STRAIT OF HORMUZ DEAL AS โUNREALISTICโ
Senior Iranian official Mohsen Rezaei said Tehran will not accept a U.S. plan to reopen the Strait of Hormuz unless it includes reparations for war damage.
He rejected Washingtonโs proposed framework, saying Iran will not accept symbolic concessions and insists on โtangible benefitsโ in any agreement.
Rezaei added that Iran will continue its โresistance,โ signaling no softening in its stance despite ongoing negotiations.
(@WalterBloomberg)
Senior Iranian official Mohsen Rezaei said Tehran will not accept a U.S. plan to reopen the Strait of Hormuz unless it includes reparations for war damage.
He rejected Washingtonโs proposed framework, saying Iran will not accept symbolic concessions and insists on โtangible benefitsโ in any agreement.
Rezaei added that Iran will continue its โresistance,โ signaling no softening in its stance despite ongoing negotiations.
(@WalterBloomberg)
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