BIZAR

Still the same issue. It's still underrated and misunderstood in its impact on this platform. FEW! @elonmusk @xai @nikitabier @grok You have to fix this!

Very interesting stuff from @citrini Hard to tell if this is 100% authentic. A probabilistic view is probably the prudent way to intake this. Still, highly interesting story. And to that point, what happened to Analyst #1 and #2?

@Reignots @CoinDesk @River @jimcramer it's a business model, emphasis on model

@CoinDesk @River Calling $MSTR a business is like calling @jimcramer an investor

INSIGHT: Businesses bought 69K BTC while retail sold 62K BTC in Q1 2026. (h/t @River)

I so cannot wait for @FerroTV @lisaabramowicz1 and @annmarie to dissect this!

Oh that’s a good one!!

@APompliano You are such a fanboy

Imagine being the downed American crew member in Iran. You only have your pistol, a tracking beacon, and a special communications device. The mission is to evade being captured by an entire country that is looking for you. And not only do you successfully do it, but your boys fly in and extract you without a single American being injured. So badass.

@kevinxu It’s a bizarre world! Mexican standoff and we don’t even know who’s exactly on the other side. Officially some new leaders, but we all know that IRGC is decentralized and comfortably operating on orders that the dead guy gave them. 🤷🏻

what are we even doing here man

@scottmelker We live in bizarre times!

We killed all their leadership, we’re negotiating, not sure with who, maybe the right people maybe the wrong people maybe nobody at all, but talks are going great, total control, very strong position, complete dominance, and whoever’s left - if anyone’s left - better open the strait immediately or we’re blowing up power plants and bridges while negotiations continue with people who may or may not exist. Truly historic diplomacy

So that's what this means. Thanks @Doranimated

@Doranimated Well thank you for paraphrasing this post for us. Just not sure what the other GCC countries think of his divine reference... hey, it's all gonna work out, inshallah. 🤞

For those in the American media—and in Iran—who struggle to read the president, here’s a translation into your language of his latest statement: “Dear IRGC leaders: The United States military just extracted a single American, alive, from inside your territory. Not one American life was lost in the process. Take that as a demonstration. We can concentrate overwhelming firepower anywhere in your country. We can go where we want and do what we want, and there is very little you can do to stop us. Your one remaining card is your ability to strike civilian infrastructure in the Gulf—countries that once tried to restrain me. That card no longer works. Your terror attacks have turned them from hesitant partners into supporters of your defeat. And I refuse to be deterred by this terror tactic. If we can pull a pilot off a mountaintop, we can send forces to seize uranium and destroy your underground missile complexes. I am prepared to do all that if I have no choice. But to do it without losing American lives, I must first take down dual-use infrastructure—bridges, power plants, energy grids. That will set your country back decades. So let’s be clear. Cut a deal on uranium, missiles, and proxies. Stop attacking Gulf states and Israel. Open the Strait to international shipping. If you don’t, we will act with overwhelming force to protect our interests. Thank you for your attention to this matter. —DJT”

@LukeGromen Sounds like pent up frustration.

Sounds like things are going really well... 😳

Hard to comment on this, but it’s actually true. Just checked TruthSocial, to see for myself. Perhaps @_The_Prophet__ wants to decompose the signal here… I am clearly not competent enough to say more.

@novogratz That’s great. On another note, galaxy investors also could use some good news. 🤣

And now for some good news… young men are committing far fewer violent crimes than past generations. NY just had lowest amount of murders in 3 months in decades. This is a national phenomena. Unclear why this is happening. Less drinking could be part. Lower testosterone. Social programs. Whatever the reasons this is great news. It also means we are going to see a whole lot less people in prisons and jails in a decade. We need less prison beds not more. We need to push back against correctional unions that are fighting this. It should be the decade we close prisons not build them! When I started in criminal justice reform there were 2.3mm in prisons or jails. My bet is that by 2035 we will be 1/2 that. We need to divert the resources we should save to making sure the men and women who do serve time come out as productive, tax paying citizens.

Not breaking, it’s been there since Jan 1. From @grok: The exact language in question is found in § 3 Absatz 2 of the Wehrpflichtgesetz (WPflG) as amended by the Wehrdienst-Modernisierungsgesetz (WDModG). The principle was previously applicable only in crisis situations. Now it’s generally applicable outside of crisis situations. More bureaucracy. Wonderful!!

@itsolelehmann A brand in search of its identity… sad, so sad. Not to mention the price tags these come at. €60k buys you a Tesla Y built in Germany that has everything you can ask for. Take €60k to BMW… kriegst ein umgedrehten Eimer mit Rädern!

these new BMW front grilles look hideous wtf are these diagonal lines I’m home for Easter and got it as a rental Plastic and ugly🥲

I am not a military analyst. I'm a financial analyst focused on macroeconomic risk. That different lens might explain why I see something most military strategists and investors are missing. --- The New Rules of Warfare—And Why We Can't Opt Out For nearly a century, warfare belonged to whoever controlled the biggest defense budget. Aircraft carriers. Stealth bombers. Multibillion-dollar weapons systems. That model is changing in ways many aren't appreciating. Ukraine and Iran are showing the West what 21st-century conflict actually looks like: decentralized, highly iterative, fast-changing, unmanned, and cheap. Neither the US nor Russia—beginning in 2022—appears prepared. We might now have no choice but to show we can fight and win such a war. The Ukraine Approach Faced with a small defense budget, a much smaller population, and a vastly outnumbered army, Ukraine had to get creative. They couldn't match Russia's industrial capacity or spending. So they abandoned that playbook entirely. They developed an entirely new way to fight, highly decentralized, iterative, and most importantly, cheap. They also created Brave1—a completely new way to conduct war. Frontline commanders log into an iPad and bypass central command entirely. They spend digital points to purchase equipment directly from hundreds of (Ukrainian) manufacturers. When they encounter a new threat, they message the manufacturer directly and work with the engineers to find a solution, even if that means they visit to the front. The result is hardware or software upgrades that once took months now take days. Here's the crucial part: hundreds of manufacturers compete fiercely for these dollars by offering the best possible product as fast as possible. This isn't centralized procurement. It's a market. Competition drives innovation at scale. Weapons evolve as the enemy evolves in real time. Units are also awarded points for confirmed kills, uploaded from drone video—a powerfully eloquent way to grade effectiveness. But the real innovation might be how they decentralized manufacturing itself. Instead of building weapons in massive, centralized factories that make perfect targets for Russian bombing, Ukraine distributed production across hundreds of small manufacturers—workshops, machine shops, garages, and yes, kitchens. Each produces components or complete systems. This approach serves two purposes: speed and survival. You can bomb a tank factory. You destroy production for months. You cannot bomb ten thousand kitchens. If one workshop gets hit, ninety-nine others keep producing. The network regenerates faster than Russia can destroy it. This is why the manufacturing process includes actual kitchens—it's not a metaphor. It's a strategy. The Metric That Defines a New Era The result is staggering: at least 70% of battlefield casualties now come from drones. This is the first time in over a century that the primary cause of combat death is neither a bullet nor an artillery shell. Since World War I, industrial warfare meant industrial killing. Ukraine has broken that equation entirely. As a result, Russia is now controlling less territory than at any point since 2022 and going backward. In March, Ukraine made gains while Russia recorded no gains for the first time in two and a half years, and Drone-led offensives recaptured 470 square kilometers while paralyzing 40% of Russian oil exports. Ukraine has lowered the "cost per kill" to less than $1,000 per casualty—a 99.98% reduction from the millions of dollars that were common in the post-9/11 wars. This isn't an incremental improvement. This is a complete inversion of modern military economics. Yet the Western defense establishment is not learning from this. Rheinmetall CEO Armin Papperger mocked Ukraine's entire approach. In The Atlantic, he called Ukrainian manufacturers "housewives with 3D printers," dismissing their work as "playing with Legos." They are not studying this revolution. They are mocking it. And the "housewives with 3D printers" are beating the Russian army! Ukraine Is Now in the Middle East The US Military and Gulf states face an eerily similar problem. Iran's Shahed drones threaten shipping in the Strait of Hormuz—a chokepoint that funnels 21% of global oil. They cannot fend off Iran by firing a $4 million Patriot missiles at $20,000 drones. They need what Ukraine has discovered: a decentralized, rapidly adaptive defense network that doesn't require centralized industrial capacity. That's why Ukraine just signed historic 10-year defense deals with Saudi Arabia, Qatar, and the UAE. Over 220 Ukrainian specialists are now on the front lines of the Persian Gulf—exporting not just weapons, but a completely new doctrine of how to fight. The precedent is set. The model works. Everyone is watching. Mosaic On April 1st, Trump threatened to bomb Iran "back to the stone ages" if they don't reopen the Strait within weeks. It's the classic 20th-century playbook: overwhelming offense force, massive bombardment, industrial-scale destruction. The problem? That playbook doesn't work against distributed, cheap, rapid-iteration systems—especially when your enemy is organized under a mosaic structure. Iran's "Mosaic Defense" doctrine is a decentralized command system where authority and capability are distributed across multiple geographic and organizational nodes. Each region operates semi-autonomously with overlapping chains of command and pre-planned contingencies. It's designed so that when you destroy the center, the edges keep fighting. You cannot decapitate a system with no head. You cannot out-bomb your way to victory when your enemy is not centralized; this was the solution for 20th-century industrial warfare. Defense Wins Championships 21st-century asymmetrical threats require defensive shields, not aggressive offenses. Ukraine has built exactly that: rapid-iteration defenses, decentralized manufacturing, commanders empowered to buy solutions in real time and rewarded for success. That same defensive model may hold the key to opening the Strait of Hormuz. Not through massive offense, but through the ability to adapt and defend quickly. Why We're Stuck Whether you viewed this as a war of choice or not, it has now become a war to keep global trade open. And that makes it inescapable. This is precisely why the US cannot declare victory and walk away from the Strait of Hormuz— or TACO. Every adversary on the planet will interpret American withdrawal as confirmation that cheap asymmetric systems work against powerful centralized platforms. And these adversaries might have sent us a message last month. In mid-March 2026, an unauthorized drone swarm penetrated Barksdale Air Force Base in Louisiana, home to the U.S. Air Force's Global Strike Command. The fact that this happened not overseas but in the United States, and that these tests occurred just weeks ago, underscores how close this threat is now. They didn't attack. They announced their presence. Every adversary watching learned that cheap drone networks can reach into the US. The Global Supply Chain Risk If the US abandons the Gulf while Iran holds the Strait contested, markets will price this as validation that cheap systems can hold global trade hostage. The current market disruptions will become permanent. Supply chains will have to pivot from "just-in-time" efficiency back to "just-in-case" redundancy. Inflation returns as safety costs money. Trade routes diversify away from vulnerable chokepoints. The global friction tax becomes permanent. The Unavoidable Truth Once you prove that cheap, asymmetric systems can hold global trade hostage, that knowledge spreads globally and irreversibly. Every adversary learns the same lesson: you don't need a $2 trillion Navy—you need $20 million in drones and the will to use them. Withdrawing while the Strait remains contested would permanently validate this model. Supply chains shift to "just-in-case" redundancy. Insurance costs rise. The friction tax becomes structural—baked into every global transaction for decades. The cost of staying is measured in months. The cost of leaving is measured in decades of economic drag. We cannot leave unfinished business.

@elonmusk What’s troubling is how far behind @xai currently is. Or do you disagree @grok ? The functionalities Claude / Anthropic currently offer for serious work - and I mean not just coding and developer work - are ahead of the pack.

Troubling

@KARLW0LF They are a bit slow and late… but eventually…

$GLXY team is world class and they’re about to show the world exactly why, no doubt at all ‼️

@saylor Simplicity is beautiful.

Three perfect products: A car that drives you. A robot that serves you. An asset that pays you.

This should be well worth the read. Our gray matter certainly needs more deep work, given the flood of short blitz information.

@saylor @Strategy And that is all fair. As long as you believe the market will continue lending you USD so that you can pay these future dividends, your flywheels works beautifully.

Most assets struggle to reach a Sharpe of 1. $STRC is at 3.88.