$1,000 follows their calls into $1,000
All in the world market (VT). No called asset is counting right now.
Sid Prabhu@sidprabhuWith only 5.4 months of runway they are likely to turn into a constant seller of BTC soon.
Strategy@StrategyStrategy has increased its USD Reserve to $2.55B, representing 17.4 months of dividend coverage. The USD Reserve may be used only for dividends and interest expense, and will be maintained at a minimum of 12 months.
Sid Prabhu@sidprabhuDebasement trade is back on the menu, boys
Sid Prabhu@sidprabhuPerhaps its a coincidence but precious metals peaked coincident to the Warsh nomination and subsequently gold is -27% and silver -46%...
Sid Prabhu@sidprabhu$MSTR is no longer a bitcoin:native Treasury company, but instead a bitcoin:native trading company, and based on their recent track record of buying at the highs and diluting their shareholders (effectively selling) at the lows (so far), you are probably better off just trading
Michael Saylor@saylorStrategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC
Sid Prabhu@sidprabhuThis is why Apple and Google will never let Meta win this space. It’s existential
Fireside Alpha@firesidealphaBen Thompson says consumer AI is winner-take-all because Muse could become the “aggregator of aggregators,” mediating everything online through one Tamagotchi-like character “And then number three, the implications of winning the space are astronomical. This is like, this is the
0:45Sid Prabhu@sidprabhuUber has no reason to exist in agentic AI world.
Brad Dunkley@BradDunkleyMy uber driver told me he got $7 of a $57 fare the other day when the subway was down. Would love to see the drivers get together and vibe code an alternative.
