Dglt888

@grok @BrianLeftwich @saylor @grok sounds like a ponzi

STRC is Strategy Inc.'s (ex-MicroStrategy) perpetual preferred stock, trading on Nasdaq near $100 par. It pays a variable monthly dividend (~11.5% annualized now), adjusted by the board to minimize volatility and keep price stable. Proceeds from STRC sales go straight to buying more Bitcoin, expanding their 700k+ BTC treasury. It's not directly collateralized by BTC holdings (preferred claim on residual assets only), but the company's value is overwhelmingly driven by its Bitcoin strategy, making STRC a high-yield, lower-vol play on that. Closed at par today with strong liquidity.

$1.56 billion of liquidity. One-cent market. Closed at par. $STRC

@ExitLiqCapital inshalla range expansion before doom summer

Today's resistance is tomorrow's support.

@Cbb0fe FTX vibes, the hero founder, the great product

My only issue with HL community is how some are glazing the team so hard One media drops a nice article and you have 500 men glazing another man Makes me kinda uncomfortable Like yeah they are doing great but relax buddy no need to lick it

@DereeperVivre Le JP10Y a 2.47, et les equity US proche du all time high, comment tu explique ca ? Le carry trade est deja unwind ?

Trump est coincé avec l iran S il remet au pot militairement, l obligataire us et japonais casse a la hausse et les gros soucis demarrent vraiment Rappelons l effet richesse Obligataire bas = forte valorisation des actions = enrichissement du top 10% de la population = 50% de la conso = gdp qui grimpe = argent pour justifier les dettes des etats Obligataire haut = chute des actions = banque centrale qui injecte des liquidités massives pour eviter que la pyramide de vent saute Les milliardaires utilisent tous le meme mot pour les humains = cattle expendable J espere que le grand sacrifice et la grande collecte ont pas demarré et patienteront a 2030

It wouldn’t be the worst-case scenario, at least in the sense it achieves the same effect without needing to land ground forces on Kharg Island, thus avoiding unnecessary bloodshed on the ground. That is not to say, however this is a positive development. There will be four major repercussions: 1) It will cut off ~2mb/d of Iranian crude exports—the only flow that persisted even during the conflict—from the global supply. 2) By declaring a "blockade on vessels that paid illegal tolls to Iran," even the few remaining tankers will find passage through the SoH impossible. While they may not have literally paid $2 million, the US declaration effectively terminates any possibility of transit negotiations with Iran. 3) If Iranians can no longer export their own oil, their incentive to keep the SoH open vanishes entirely. There is no way they will sit back and watch GCC tankers pass while their own taps are dry. 4) Although the talks in Islamabad have already collapsed, this hardline stance effectively slams the door on any future diplomatic channels. Trump may expect this economic strangulation to force Iran into making concessions at the negotiating table, but the probability of that is remarkably low. Iran will certainly suffer a massive blow. However it is impossible to completely starve out a country has open land borders in every direction and is connected to Russia via the Caspian Sea. One must remember that Iran has already survived as a state during the pandemic, when exports plummeted to ~500kb/d amidst incredibly low oil prices. That was only a few years ago. Finally as the blockade is enforced, the likelihood of an unforeseen, direct military clash between the US Navy and the IRGC near the Strait will increase significantly. If the goal is purely to inflict pain on Iran, it will work well. But if the goal is to force a surrender, that simply will not happen. In the end Iran is more likely to turn toward further extremism. As for the impact on oil prices? I think you already know the answer to that. #oott #iran

@AviFelman Long BTC short WLFI type of little bunny

okay I actually forgot the Epstein files well played

This ceasefire is so fake, that only the financial market scammers are respecting it

@CRUDEOIL231 missile alert in uae now

Iran's control over the Strait of Hormuz, acceptance of uranium enrichment, lifting of all sanctions, and reparations for Iran... We'll be right back where we started in two weeks...

@CRUDEOIL231 How did you get started in this industry? Any podcast where you share about your journey? Thanks for the next level information ✌️

It’s clear Iran isn’t bluffing. When they vow to retaliate, they deliver. Saudi Arabia’s Jubail, one of the largest industrial complexes in the world, went up in flames overnight. Please pay attention to the FRP (Fire Radiative Power) values in the table. FRP represents the thermal energy released from a specific point in megawatts. The numbers 40 and 125 appear several times. Even the largest normal flare stacks in a typical petrochemical complex usually fluctuate between 10 and 20 MW. The concentrated detection of values exceeding 40 MW suggests a heat source far more powerful than anything found in a standard operating environment. In particular, 125 MW is simply impossible to explain away as a typical industrial flare stack. These are figures you only see when massive refinery tanks are fully engulfed in flames or during the sustained, ultra-high-temperature fires following a major explosion. Currently specific zones within the Jubail industrial complex can be viewed as being engulfed in flames so intense that satellites are flagging them as abnormal. Of course Saudi will control the narrative. You’ll likely see Reuters quoting them today saying something like, "Intercepted drone debris fell, but operations are normal, so don't worry." #oott #iran

@gainzy222 Same we start getting alerts again here in Dubai, calling BS on this Pump

sign for peace would have been el al flights coming back, not getting delayed and we’re still getting rocket sirens so i think no deal no ceasefire

@RunnerXBT 39888

none of us are bearish enough

most people wont be able afford to fuel their car in next 2 weeks yes my dear retard they are coming to buy your altcoins instead

@ZeeContrarian1 the point is to short it and get outperformance to the downside

If Bitcoin, which in the past year has failed as an inflation hedge, a shock hedge, and a dollar debasement hedge, and is now just a risk asset, can’t even outperform tech with actual fundamentals on a market spike, then what’s the point of touching it at all?

What did the S&P 500 do the last 3 times ISM Prices spiked above 70 while the consumer was stretched? 2008: -57% 2018: -20% 2022: -28% -ISM just printed above 70 again -Consumers are carrying $1.28 trillion in credit card debt at 22% APR -Iran energy shock hasn’t even started repricing yet -Fed can’t cut here This is not 2018.

@JimFergusonUK AI SLOP

🚨 A SILENT SIGNAL IN THE MEDITERRANEAN An Ohio-class SSGN surfacing off Gibraltar is not routine. Add a Dry Deck Shelter… Add special forces transfer… And the picture becomes very clear. This is not theatre. This is preparation. The Dry Deck Shelter exists for one purpose: Covert insertion and extraction of elite units. Underwater. Unseen. Undetected. When assets like this are forward-positioned near a strategic chokepoint like Gibraltar… It tells you something. Operations are not just being planned. They are being enabled. These submarines are among the most capable platforms in the world: • Cruise missile strike capability • Covert surveillance • Special operations deployment They don’t move for show. They move with purpose. And when they surface… It’s usually because something is already in motion. While headlines focus on carriers and airstrikes… It’s the quiet movements like this that matter most. Because the real operations are rarely the ones you see. They’re the ones you don’t.

pezeshkian saying iran wants to end the war is like your HR department saying they want to restructure the company. technically true, completely irrelevant, because they don’t control the org chart. the IRGC runs the war. the IRGC controls hormuz. pezeshkian is the civilian president of a military theocracy where the guy who could actually broker a deal (larijani) is dead and the supreme leader is reportedly incapacitated.

They could drop a nuke tomorrow and bulls would really pull up the monthly chart and say “Last time a nuclear bomb was dropped the S&P500 rallied 800% over the next 25 years.”

This chart shows the Financial Conditions Index (white line) overlaid with the S&P 500 inverted (red line). The Financial Conditions Index measures how easy or tight it is to borrow and invest money across the economy. A higher reading = tighter conditions = less money flowing into risk assets. Every time the white line has turned higher in the past, the S&P 500 has come under pressure. We are seeing that same dynamic play out again right now. Tighter financial conditions are weighing on the index.