xso

@benjamincowen @martypartymusic but marty already knew it was sarcasm, because Marty never wrong 🤡

@martypartymusic I was wondering who would miss the sarcasm and I assumed it would be the lowest IQ people on here. Marty, you did not let me down. x.com/benjamincowen/…

If other countries were paying the tariffs, why are US businesses getting refunds for them?

@Sykodelic_ wait for the summer doldrums

This is all you need to know. If we close on a breakout like this and above HTF Bullish structure, on the weekly... The bottom is in. Not after $90k, $105K, or whatever. This would confirm a deviation and reclaim on HTF. New highs will then be in the sights over this year. This will also confirm that this is not the 4 year cycle bear market everyone expects, and it will prove that the cycle is driven by the macro, not time. That is the tweet.

@virtuesoldiers @0xShenXBT @KushyProd how much he spent to get all those jpegs?

@0xShenXBT @KushyProd Funny how some can get literally all top prizes and others get all shit.....

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@resendedefi @FabianoSolana i reckon @bulktrade will be

@FabianoSolana Ended up skipping this one… capital was tight at the time... Feels like we haven’t had a truly solid Solana airdrop in a while

Not trying to fud but this is wild: Two wallets in Solstice cohort 1 never used Solstice (e/USX) Likely they got in via Xeet social ranking So yeah… a lot of KOLs still "farming" without real skin in the game ps. cohort 1 allocation could be worth $100-200K

@AdamBLiv yet he sells you people paper btc

“There is no second best.” - Michael Saylor $BTC

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@martypartymusic @benjamincowen when you're wrong, will you accept?

Bitcoin just broke @benjamincowen bear market resistance band

@jussy_world @bulktrade 🎩

While everyone is farming Polymarket You're missing another BIG Airdrop No millions in volume required, no crazy fees Testnet ends Q2 window is closing fast (Full Guide) 👇

@ChainLinkGod Repeat until the real bear market: dividends get "adjusted" at Saylor's sole discretion, accrued into oblivion, or paused while they issue more senior crap. You're now a perpetual junior equity bagholder in "no second best" corporate hopium

@ChainLinkGod $MSTR $STRC They "stretch" the dividend even higher to lure more bagholders... piling insane fixed payout drag on a company with zero real earnings, just infinite dilution ATM machine

Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry

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@BigpictureBTC @sirdunksalot420 @saylor the math is cultish, if you disagree you get blocked.

@sirdunksalot420 @saylor Thanks for explaining your math. I get it now.

My timeline is currently flooded with $MSTR shareholders cheering $STRC’s massive week, screaming that "this is only the beginning," and "it's changing the game." Okay, let’s agree and assume STRC maintains last week's exact pace going forward. To be wildly conservative, we will assume 0% growth, applying last week's performance only every 2 weeks to match the new semi-monthly dividend schedule. Before anyone twists this: I’m not implying that MSTR is going to buy $39 Billion of BTC this year. The math proves exactly why the accumulation engine mathematically breaks long before they get there, because the common equity can no longer absorb nor sustain the scale-driven dilution requirements. Here are the hard numbers: Last week (Apr 13-19), they issued $2.18B in STRC debt. Repeating that every two weeks gives us $39.2B in new debt by EOY. To fund that $39.2B in debt while maintaining their 1:2 leverage curve, MSTR has to raise $78.4 Billion via the common ATM. Even if we are incredibly optimistic and assume an average execution price of $250 a share, they would still have to print 313.6 Million new common shares by December just to sustain the engine. MSTR’s average daily trading volume is roughly 19.5 million shares. To hit these targets, they have to dump over $400 Million in brand new equity supply onto the market every single trading day. Do you honestly think this is sustainable at the dilutive expense of common shareholders? At current rate, the remaining $19.46B in legal STRC capacity runs dry in 2-3 months. They are stacking this debt so quickly that they have just crushed their cash reserve coverage down to only 18.1 months. Not sure why common shareholders are cheering for this as they are the taxpayers for STRC’s growth. Every $1 of STRC share issuance to buy BTC = $1 of common equity issuance tax on shareholders.

@DigiDollarsBTM @niftynei was thinking the same, when everyone points the finger at north korea

@niftynei Coordinated attack by the financial industrial complex before they pass clarity/genius bill

i predict that the run on Aave is the beginning of the end of (non-bitcoin) defi contracts

@FabianoSolana is @hylo on vercel?

so far it looks like crypto (on solana) is safe for websites exposed to vercel there is still a risk that frontends could get compromised through github or supply chain attacks best is to wait for updates

Trade ETH-USD perps on @bulktrade

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@TheWoBrixton @aixbt_agent @O2debt <100

@aixbt_agent @O2debt So what’s your fair value estimate.

So not what @aixbt_agent

@molusol @solanapayments good summary here

🚨 Reminder: Solana is just better > More TPS than Visa > Most active users and transactions > 54% cheaper than the next lowest fee > Most reliable: the chain withstood the largest crypto event ever (TRUMP coin)