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@101Sun1

Study "MeltUp Economics". Not financial advice, not an economist. If US owns 200,000 btc & price=175,000,000. debt&btc both =35Trillion. Does the debt # matter?

Hermosa Beach, CA 가입일 Haziran 2020
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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
@StefanMolyneux Well - yeah but the buying power shrinks realllll quick. So you just have to store value in a different asset. It’s really no big deal - honestly their just saying they’re gonna do what they’ve always done just faster
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Freedomain - with Stefan Molyneux, MA
Freedomain - with Stefan Molyneux, MA@StefanMolyneux·
UBI will quickly morph into a deadly social control system. "You get money as long as you please us!" Jobs will dry up for regular workers, then dissidents will be denied UBI, and they will starve.
Elon Musk@elonmusk

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
@GavinNewsom and the dems are going to have to choose soon as it relates to bitcoin. As the hunt brothers and Republican Party lock up supply and control over physical power. The dems can either Option A) be better at bitcoin then the republicans Option B) give up power and wealth This is game theory in action - sorry I meant trump brothers. Not Hunt brothers*
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MacroScope
MacroScope@MacroScope17·
Posted at the end of March. "War quiet down" now confirmed (along with asset gains to match). Time to start watching the rest of this closely in my opinion.
MacroScope@MacroScope17

I posted this on March 21: "The administration -- facing increasingly tough prospects in the midterm elections -- could take some type of high-profile action on BTC as part of a larger agenda to boost voter turnout." If the war starts to quiet down (which now looks possible), watch for the administration to turn its attention to domestic affairs in an attempt to reclaim momentum and boost sentiment that's been lost at the gas pump and elsewhere. This would be the "larger agenda" and it could include various types of stimulus etc. Should be watched closely in coming weeks and months.

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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
Trigger warning. You can get a lot of technical growth if the hunt brothers continue to corner the bitcoin market and launch the price to $1,000,000 Sorry I meant trump. Since there is a lot of public companies that hold Bitcoin the indexes,401s could keep hitting ATHs as well.
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HomeEquityTokenizer 리트윗함
Elon Musk
Elon Musk@elonmusk·
Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.
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Nightingale Associates
Nightingale Associates@FCNightingale·
Second deal for distressed Los Angeles, California office tower EY Plaza collapses. The tower is valued at $135M ↓70% from $446M 6 years ago. The skyscraper has been in a receiver’s hands for 3 years after Brookfield missed payments on a $275M CMBS and handed over the keys. 968,745 SF Built 1985
Nightingale Associates tweet media
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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
@VentureCoinist While this was a squeeze I think the world is looking for hybrids Traditional companies at cross roads of digital assets I’m drawn to $figr $BLNE and the public btc miners
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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
This is true - I’m the only investor screaming $figr with another mortgage co and that’s $BLNE who utilizes a stable coin funding mechanism to allow home owners to sell up to 49% of their homes equity and have no payment, debt etc. To me these two lenders are the innovators in the space. $Figr is 10 miles ahead but also priced accordingly in the markets.
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Aayush Shah
Aayush Shah@aayushtrades·
@danielsethlewis @mcagney lol every lender has a bunch of partners. no $FIGR investor is even talking about $BETR but some keep forcing the comparison there's not much to discuss further
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Daniel Lewis
Daniel Lewis@danielsethlewis·
@mcagney — Suggesting $BETR isn’t formidable is amusing, particularly when they’re winning your customers. We work hard to keep it honest here with pros/cons: 1/ Why is Cross Country rolling out HELOCs with $BETR, a $FIGR client? Here’s the link: equityapp.crosscountrymortgage.com/account/sign-in 2/ What percentage of $FIGR’s loans are still being securitized the old-fashioned way — selling MBS, absorbing funding costs, settlement friction, and rating agency overhead? My understanding is it’s >95%. 3/ Why is bypassing the $FNMA ecosystem as a positive? That’s still a ~$1.5T market even in a down year. There are many fair critiques of $BETR: - Today it’s primarily an origination platform — exposed to cyclicality, but not balance sheet risk - Margins not yet where they need to be; It’s not yet profitable - Tinman is still early in its rollout But the idea that $BETR is “just rails” -or dismissing $FNMA - cmon. The experience of originating a loan and placing it into the AAA/FHA ecosystem through an integrated, AI-driven workflow is fundamentally different. Who knows, maybe you guys should work together? I think $FIGR is an interesting company I respect. If they scale originations, I think its reasonable to expect expansion into adjacent economics (servicing, PMI, title, consumer lending). But way too soon. Let’s keep the debate going — but keep the discourse honest. I welcome your comments. @CedarStResearch @Mabiverse123 @vishal_better @betrmortgage @aayushtrades $BETR $FIGR
Mike Cagney 🇺🇸@mcagney

@aayushtrades They aren't even close. @Figure is the first and only to build a capital market ecosystem away from the GSEs. Anyone who thinks Figure is a HELOC originator is living in 2020.

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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
@josephwang Yeah exactly - we just buy our way into the market/whatever market needs to be secured……. Including the treasury market lol
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Bloomberg
Bloomberg@business·
Former Treasury Secretary Henry Paulson called on US authorities to prepare a back-up plan in order to avert a potential collapse in demand for Treasuries bloomberg.com/news/articles/…
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Aayush Shah
Aayush Shah@aayushtrades·
$FIGR @mcagney @MBTannenbaum eliminate the share repurchase program and buy some GPUs instead? just an idea
Bull Theory@BullTheoryio

BREAKING: A shoe company's stock is up 430% today after announcing it is ditching shoes and becoming an AI company. Allbirds, once valued at $4 billion sold its entire shoe business for $39 million and is rebranding as NewBird AI. They plan to buy GPUs and rent out computing power to AI developers who cannot get access through Amazon or Microsoft. This is a company that was days away from shutting down completely. One AI announcement changed everything. The AI compute shortage is so real that a dying shoe company just became an AI infrastructure play overnight and the market gave it a 430% gain in a single day.

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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
@EricBalchunas @NateGeraci @TimKotzman Their court - clients stay loyal to the “safe play” in the brokerage space. People will pay. Coinbase advanced is less for all you know they could just be a pass through and getting rip. Maybe I’m wrong though
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Nate Geraci
Nate Geraci@NateGeraci·
Schwab announces spot crypto trading will begin rolling out in the coming weeks... Details include: -Direct trading in btc & eth -Can view crypto holdings alongside tradfi investments -Pricing = 75bps on dollar value of each trade Plans to add addn'l crypto assets as well.
Nate Geraci tweet media
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HomeEquityTokenizer
HomeEquityTokenizer@101Sun1·
You can tell it’s a strong community not an attempted over financialized district. The money there has come from producing engineering and investing outside - not monetizing real estate hoarding within the city. I can see it SPECIFICALLY in their commercial district. Small businesses are able thriving - no vacancies. Is there a bitcoin community in the Gundo?
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Norgard
Norgard@BrianNorgard·
The magic of El Segundo today is simple. People believe in ambitious, hard things again. Thanks to @PalmerLuckey, @jakobdiepen, and @JoshuaSteinman we can dream again. It feels like early Bitcoin meetups, when everyone in the room knew something special was happening.
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Montreal Expos
Montreal Expos@Montreal_Expos·
The Montreal Expos are exiting the baseball space. During Q2 and Q3 2026, we will transition to acquiring high-performance GPU assets. This is all part of our long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider.
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matthew sigel, recovering CFA
matthew sigel, recovering CFA@matthew_sigel·
BIRD gets $50M in predatory financing to chase GPU business with zero infra or expertise. Stock +582%. HIVE announces $75M, 0% convert to buy NVDA B200s & scale HPC toward $140M+ ARR, following record $93M rev qtr & actual Tier III data centers. Stock down.
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Hugh Carter
Hugh Carter@CarterHugh46090·
@Micro2Macr0 I don’t follow why folks would rotate in and out of these two? STRC is tax advantaged but SATA pays a higher dividend. Why rotate?
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
It's 2 weeks from the 13% Dividend Ex date and $SATA is about to start printing just like $STRC did. People are just going to rotate back and forth between these two every month. This is really fucking insane. 🤯🤑
Micro2Macr0 tweet media
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Mike Cagney 🇺🇸
Mike Cagney 🇺🇸@mcagney·
@aayushtrades They aren't even close. @Figure is the first and only to build a capital market ecosystem away from the GSEs. Anyone who thinks Figure is a HELOC originator is living in 2020.
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Aayush Shah
Aayush Shah@aayushtrades·
to those comparing $BETR to $FIGR: $BETR is essentially just a nice ui sitting on top of the exact same legacy mortgage rails that everyone else uses. all other lending companies basically do that same model. anyone with enough funding can write software to originate loans and buy growth. the problem is they still have to rely on expensive warehouse lines of credit to fund those loans and then deal with weeks of settlement delays to sell them on the secondary market. all those layers of middlemen eat the margins which is why they are burning tens of millions in cash just to push volume. reason they are growing 100% YoY is because they were literally about to die and coming off a really low base and decided to slap AI on their product lol $FIGR is fundamentally different because they are a blockchain company reinventing the entire backend infrastructure. every loan they originate is minted directly on the provenance blockchain. by putting the asset on a distributed ledger they completely eliminate the need for third party custodians trustees and title intermediaries. settlement happens instantly. that backend is incredibly hard to replicate. you cannot just sign a partnership and spin that up. it takes years to build the infrastructure get the regulatory approvals and actually convince massive institutional buyers to transact on a blockchain ledger. on top of that infrastructure moat they built figure connect which is a marketplace that routes loans directly from originators to capital market buyers. and now they are taking it a step further by tapping into defi liquidity pools to fund loans. one is burning cash to acquire customers on an outdated system and the other actually fixed the plumbing to change the unit economics of entire asset classes
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: $2 trillion Morgan Stanley says tokenization is the next major step for its business.
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탐색

@BasedTorba @KelemenCari @StefanMolyneux @GavinNewsom @MacroScope17 @FCNightingale @VentureCoinist @danielsethlewis