Why is @saylor buying back billions in $STRC above $99 at the cost of common $MSTR holders?

Didn’t @fundstrat tell us ethereum:native would be $10,000 by the end of the year?

The stock market imploding and the biggest exchange hack of all time and bitcoin:native is down less than 5%.

Somehow @edzitron has managed to be more wrong about AI than @PeterSchiff has been wrong about Bitcoin.

Picking up some $GOOG at $280.13

The amount of AI slop coming from Bitcoin Treasury companies tells you everything you need to know who they are marketing to and who their customers are.

Doubled my positions: $MU $869.33 $NBIS $158.78 $BE $190.18 Thankful for this opportunity.

AI CAPEX spend for 2027 is going to be more than 2026 and people are going for the bubble to pop today?

“Digital Credit” is never going to replace sovereign debt or even the slice of a portfolio allocated to money market funds. Traditionally sovereign bonds in a 60/40 portfolio were designed as a hedge to the equity allocation in the portfolio. This is because when equities sold off hard it was likely due to economic weakness which would mean rates would come down and increase the value of the bonds. Digital credit is not a hedge to anything and its credit rating decreases when Bitcoin price decreases. If you don’t want to hold Bitcoin you shouldn’t hold Digital credit and if you think Bitcoin is going to go up you don’t want to hold digital credit as Bitcoin will out performance massively.

Always fade the homunculus that call for a Black Monday.