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Bit Paine ⚡️

Bit Paine ⚡️

@BitPaine

GP / Executive Chairman @ Vibes Capital Management. 🇺🇸

Katılım Eylül 2021
7K Takip Edilen58.9K Takipçiler
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
Sometimes I pause and reflect on the fact that my entire financial portfolio is currently composed of 1) an imaginary Internet ponzi coin and 2) the stock of a company famous for having the largest peak-to-trough drawdown in the history of financial market bubbles, and whose CEO is currently leveraged to the tits on the same Internet Ponzi coin (which he refers to as “the goddess of truth”), and that I consider this a sound financial strategy with a virtually 100% chance of retiring my bloodline.
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
@BrettErickson28 Yeah I’m sure Mahmoud is angry you left him hanging while you went and replied to a tweet. Hawk tuah, spit on that thang and get his speedboat going.
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Brett Erickson
Brett Erickson@BrettErickson28·
@BitPaine Hi random internet person! This is my area of expertise. I call it like it is, and I don’t give a rats ass if you like it or not. Have a great day!
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
Imagine simping this hard for genocidal terrorists. Denaturalize and deport.
Brett Erickson@BrettErickson28

There is simply no justification for the United States pushing through vessels along the Omani coastline in the Strait of Hormuz. You can cry and scream about "freedom of navigation", but at the end of the day, the Memorandum of Understanding was very clear that Iran would control the traffic through the Strait of Hormuz during the initial 60-day window. Time and time again, the United States has shredded the MOU by attempting to retroactively alter the terms because they didn't "like them". Of course you didn't like them. They suck... because you LOST. Oil sanction waivers a la Article 10? Torched. No new sanctions a la Article 9? Blown up. Iranian administration of traffic a la Article 5? Nope. You can whine all day long about how it's "wrong" for Iran to strike those vessels, but this is a rational response to a war of choice from the United States. You don't get to claim "right vs. wrong" when the Trump Administration is solely to blame for this situation in the first place. The Strait of Hormuz was open before this war started. The REASON that the United States was attempting an Operation Freedom 2.0 along the Omani Route was BECAUSE they were trying to actively undermine the Iranian control of the Strait. They were trying to actively push through enough vessels in a short enough period of time to shift the strategic landscape of the conflict. I have seen time and time again people claim, "Iran doesn't know what's best for them. If they just didn't strike vessels, they would get massive sanctions relief"... No, they wouldn't. Because President Trump and the United States had no INTENTION of sticking to the MOU. The goal was to use this 60-day window to shift the landscape so that they could topple the regime or secure outcomes they could not have in the initial MOU. This isn't "the US operating in good faith and those pesky Iranians messed everything up". This is the United States blatantly trying to unilaterally alter the terms of the MOU by shredded the oil waivers, sanctioning new entities, and pushing vessels through the Omani Route.

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Nicholas Kaknes
Nicholas Kaknes@NickKaknes·
The problem is there’s a huge hangover before it ever gets close to being a funding mechanism again. Most buyers at these levels and lower are not looking for long term dividends streams and are likely much more incentivized towards just taking the capital gains and deploying the cash elsewhere. If you buy at $85 with a 12% yield your effective yield is what 14-15%, but if the price goes to $95, the effective yield on you $95 is much lower. You have a strong incentive to take your $95 and deploy it elsewhere for a higher rate of return. Absent Strategy just swallowing back up a lot of the excess issuance I think it’s a long road back to $100
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
$STRC is objectively a better deal at $85 than at $100. I’m buying precisely 17% more $STRC every couple weeks at 85 than I was at 100, and receiving a higher effective yield. Long term better for the company to let people like me soak up the supply at a discount. The reason it’s not up to par is a lot of it was bought on margin and people have realized that is a bad idea - but it is also bad for $MSTR because it leads to long term price fragility.
BTC Optioneer@BTCoptioneer

$STRC investors are not worried about Strategy's inability to pay dividends. Dividends will get paid. STRC investors are primarily worried about Strategy's inability to keep the price stable. Therefore, the demand has not been there since the last liquidation cascade. Saylor can fix this by repurchasing STRC and getting the price back up to $100.

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Brett Erickson
Brett Erickson@BrettErickson28·
There is simply no justification for the United States pushing through vessels along the Omani coastline in the Strait of Hormuz. You can cry and scream about "freedom of navigation", but at the end of the day, the Memorandum of Understanding was very clear that Iran would control the traffic through the Strait of Hormuz during the initial 60-day window. Time and time again, the United States has shredded the MOU by attempting to retroactively alter the terms because they didn't "like them". Of course you didn't like them. They suck... because you LOST. Oil sanction waivers a la Article 10? Torched. No new sanctions a la Article 9? Blown up. Iranian administration of traffic a la Article 5? Nope. You can whine all day long about how it's "wrong" for Iran to strike those vessels, but this is a rational response to a war of choice from the United States. You don't get to claim "right vs. wrong" when the Trump Administration is solely to blame for this situation in the first place. The Strait of Hormuz was open before this war started. The REASON that the United States was attempting an Operation Freedom 2.0 along the Omani Route was BECAUSE they were trying to actively undermine the Iranian control of the Strait. They were trying to actively push through enough vessels in a short enough period of time to shift the strategic landscape of the conflict. I have seen time and time again people claim, "Iran doesn't know what's best for them. If they just didn't strike vessels, they would get massive sanctions relief"... No, they wouldn't. Because President Trump and the United States had no INTENTION of sticking to the MOU. The goal was to use this 60-day window to shift the landscape so that they could topple the regime or secure outcomes they could not have in the initial MOU. This isn't "the US operating in good faith and those pesky Iranians messed everything up". This is the United States blatantly trying to unilaterally alter the terms of the MOU by shredded the oil waivers, sanctioning new entities, and pushing vessels through the Omani Route.
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Bit Paine ⚡️ retweetledi
Mark Cuban
Mark Cuban@mcuban·
It's not. Why ? Because 25 pct or more of a doctor's time is spent dealing with conglomerates that do all they can to make the doctor's care more difficult, and expensive, for both the doctor and patient. For every future agent we give AI doctors to deal with this friction, and to improve the quality of care, the conglomerates will have multiple adversarial agents doing all they can to delay and deny, to minimize their cost and maximize their float We see this already as the conglomerates use AI to find every possible way to manipulate contracts, and find ways to mislead, while hospitals hire companies for Revenue Cycle Management, who charge as much as 10 pct of revenue to have their agents try to do the reverse. It's the agentic version of Mad magazine Spy vs Spy I'll give you a further example. There isn't a single company, including yours, that knows the actual cost of the care they purchase for your employees and families. Not one. Cost is an important component of health care decision making. @a16z includes costs in defining its benefits. But you are blind to all but the total bill you pay. Your carrier, your ASO, your PBM, any company that touches the economics of care for your company is going to do everything they can to prevent you from using AI doctors or agents successfully If you want to see that change, stop working with the healthcare conglomerates. Write agents that define , optimize and contract directly with providers, to eliminate the uncessary middlemen. Feel free to use costpluswellness.com to train them. Until the conglomerates are disintermediated , HC in this country will continue to be fucked
Marc Andreessen 🇺🇸@pmarca

AI is already a better doctor than 99.99% of human doctors. This is good news.

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⚡️🥷
⚡️🥷@xPhotonz·
@BitPaine There’s an extreme lack of insight by laypeople into what certain professions actually do. The ignorant takes by the AI crowd are probably the most elite examples 😂
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
@EricTrump Stop trying to make ETH happen, Eric. It’s not going to happen. There’s a reason you named your company American Bitcoin not American Ethereum.
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Eric Trump
Eric Trump@EricTrump·
ETH is pumping hard! Great to see! Crypto is the future…
Eric Trump tweet media
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위대한 것을 추종
위대한 것을 추종@OqqZinSmAiMYItG·
다른 이슈에서는 당신의 견해에 전부 또는 부분(50%이상)이상 동의하는데, 이 이슈만 거의 유일하게 전적으로 동의하지 않는 주제입니다. 미국 민주당에 비해 트럼프쪽의 정치적 스펙트럼이 바람직함에도 불구하고, 미국입장에서 이란전쟁은 보면 볼수록 재앙이자 대실수이고, 깔끔한 출구가 안보이는 것 같습니다.
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ARDUOUS DREAMWALKER '91
ARDUOUS DREAMWALKER '91@lead_lined_box·
@BitPaine Yes, he did. No regime change, no nuclear proliferation, no disarmament, no cessation of Iranian support for its proxies, loss of the Strait of Hormuz. US petroleum reserves are reaching low levels. Iran is delibereatly dragging this out, knowing that Trump has the midterms.
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FiatFighter
FiatFighter@FiatFighter17·
@BitPaine No I like to be objective. And objectively Trump is a sellout. Fuck Obama, Biden, and Kamala.
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