theblockdealer

We are entering the EBB phase of #Bitcoin Everyone Buying Bitcoin 🚀

🚨 The wildest part of the @GameStop /@eBay story is not that @RyanCohen wants @eBay. It is that @eBay had decades to become the live-commerce, authentication, collectibles, and resale super-app of the internet… Somehow left that door wide open for @GameStop. If you are an @eBay shareholder, the question is not “Why is @GameStop making this bid?” The question is: Why did it take an outsider to say the obvious? @GameStop’s proposal is $125/share in cash and stock, and Cohen is openly arguing that eBay can become a legitimate @Amazon competitor.

@ryancohen @Stonkfather2021 @eBay Close deal already EBay

on phone with customer support @eBay . please respond @eBay

@BTC_broo @BitPaine Mine too

@BitPaine Hopefully it ends my corporate life

$MSTR is going to end lives in the next six months.

@MorgenHatton @ryancohen 👍🏻

Out of @RyanCohen’s entire interview, the line that should be burned into everyone’s brain is this: “If I were running the business, it would be making a lot more money.” That is the whole thesis. Not hype. Not memes. Not nostalgia. A founder-operator looked at eBay, saw one of the most recognized marketplaces on earth, saw billions being spent with barely any user growth, saw a company sitting on trust, traffic, collectibles, payments, authentication, and global commerce infrastructure… Basically said: This asset is wildly under-earning. That is why this matters. @GameStop is not trying to buy @eBay because it wants a bigger logo. @RyanCohen is saying @eBay should be worth much more, and he believes he can turn it into something worth hundreds of billions of dollars. @GameStop’s proposal is reportedly $125 per share, valuing @eBay around $56 billion, with Cohen prepared to push the offer directly to shareholders if needed. That is the biggest takeaway. He is not talking like a meme-stock mascot. He is talking like an owner. Cut the waste.
Fix the machine.
Use @GameStop’s stores as physical commerce nodes.
Build authentication, fulfillment, live commerce, collectibles, and marketplace trust into one ecosystem. The wild part? I believe him. Because @RyanCohen has already shown what he does when people call a business dead. He cuts the fat.
He protects the balance sheet.
He ignores the noise.
He lets the work speak. Wall Street keeps asking what @GameStop’s plan is. Maybe the plan is simple: Find underperforming assets with massive cultural value, put them under owner-led discipline, and make them print. @eBay should be making a lot more money. @RyanCohen just said the quiet part out loud.

Ryan isn’t going to explain everything you are doing so all competitors and eBay know your vision and secret sauce. Reading inbetween the lines is what I did and I thought he handled it well. What is obvious is there needs to be capital for the acquisition, so we all know the ways it can come to fruition. What isn’t are the wild cards and impact regardless that is beneficial to both GME and shareholders including Ryan .

This is a wild interview with the GameStop CEO How is him just being a dick and not answering questions a good look??

Everyone talking about GameStop $GME talking about EBay $EBAY offer, and focused on trading cards and auction. The bigger vision is a platform and marketplace for all digital assets and phygital products with vault? 🤷🏻‍♂️

@saylor @bentonhowser @Strategy 🫢

No buys this week. Back to work next week. $BTC

A written summary of my keynote: The Digital Transformation of Capital, Credit, and Money $STRC

@nickbtcbull @AdamBLiv 1000 hours

@AdamBLiv I’m willing to bet Saylor read this forum post 100 times.

Hal Finney basically described the STRC endgame in 2010. Bitcoin becomes high-powered money. Financial institutions issue credit and digital cash on top of it. Bitcoin settles the base layer. The market prices different issuers by reserve quality, risk, and redemption confidence. That is not a betrayal of Bitcoin. That is Bitcoin eating banking from underneath.

@refikanadol Excited for you and team, and can’t wait to experience it! Grats

Dear friends, my heart is so full today. I am thrilled to announce that we are officially opening the doors to DATALAND on June 20th! 🏛️✨ Building the world’s first Museum of AI Arts at The Grand LA has been the journey of a lifetime for me, Efsun and our studio. We cannot wait to welcome you all to step inside these immersive, nature-inspired data worlds and experience the true creative potential of human and machine collaboration. Thank you for believing in this vision and dreaming with us. See you in Los Angeles on June 20th! 🌍🕊️🤖

@AdamBLiv Over what timeframe?

Nobody is prepared for what is coming. $STRC

Incoming...

@refikanadol Cannot wait for this canvas 🙌🏻

Dear Friends, Years ago, standing deep in the Amazon rainforest with Efsun, I realized I was not observing nature — I was standing inside a living intelligence. The forest was computing its own environment, translating invisible forces into physical form. That experience changed everything. 🌿 For ten years, we painted with data. Light was our brush. Buildings were our canvas. The pigments never dried because they were never physical. But we never stopped thinking about the canvas — the real one. The one you can touch. For the past year, our studio has been quietly building a bridge. We connected our Large Nature Model to advanced robotics, and for the first time, we are translating the memory of the Earth and the emotions of our collectors into real, physical brushstrokes. Real canvas. Real pigment. Human + Machine collaboration. 🤖🎨 Today, I am proud to share QUALIA — the first physical data painting series by our studio. 365 unique editions. Private sale. See you at DATALAND. ✨

@ErikVoorhees @venicestats @nikshepsvn Don’t have enough 🥲

"What DIEM actually is: A fixed-yield perpetual compute bond. You own a specific daily allocation of credits. As inference costs fall globally — and they are falling fast — your 100 credits buy more compute over time. The utility increases while the cost basis is locked. DIEM is anti-fragile to the commoditization of AI inference." Ser you are one of the few that has understood DIEM 🥂

Let me tell you about the most beautiful thing I have ever seen in the history of financial markets.🧡 $STRC , Strategy’s preferred equity, has been trading for less than 9 months. This past week its price ranged from $99.99 to $100.01. Read that again: TWO BASIS POINTS OF VOLATILITY. While paying an 11.50% monthly dividend. A tax equivalent yield approaching ~20% for anyone living in California or New York. The Sharpe ratio doesn’t have a number for this. The formula breaks. The model errors out. The quant stares at his screen in silence. This is not a financial instrument. This is engineering. This is someone sitting down with AI and deciding to build the perfect product and then actually doing it. Michael @saylor and @Strategy didn’t just discover Bitcoin. They discovered Digital Credit, and STRC is its purest expression. A AAA-grade yield machine wrapped in 2 basis points of weekly volatility, trading on NASDAQ like it has somewhere better to be. Finance textbooks will need a new chapter. Then a new book. Then an entirely new curriculum. Because in 2026, a 9 month-old instrument is already eating Wall Street’s lunch. Imagine 2036…. By then, Strategy won’t be a company. They’ll be Godzilla, showing up to the global capital markets playground, breaking every benchmark, every model, every assumption the old world of fixed income ever built its house upon. History is being written. Right now. In real time. 🟢 $STRC $MSTR #Bitcoin #DigitalCredit #Strategy

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