icyponds
6K posts
Chips/datacenter stock bull case - $1T in capex
Crypto bull case - they guy with a podcast 5 years ago tweeted a smiley face (likely bc of the hyperliquid usdc deal and nothing to do with price predictions)
Thomas (Tom) Lee (not drummer) FundstratDirect.com@fundstrat
👀👀 $BTC $ETH Crypto spring is here
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getting a bit spooky now
they need to get back from china, solve hormuz, cap these & oil asap or it's going to be long summer
tolks@_tolks
i think the simplest framework right now is thinking of 2021 in the sense that nothing really matters until the fed says uncle & hikes rate inflation is clearly going to be a problem but until then/that announced pivot or one of these assets breaks it's party on & melt up
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@Ginzacrypto @thedefivillain I believe the technical term is optimizing the ponzinomics
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@thedefivillain Just them optimizing the B/S for potential STRC growth no
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The way I interpret this is that Strategy probably wasn't a buyer of BTC this week... which is rather bullish.
Getting rid of the convertible bonds progressively is good too, that's what they announced on the recent earnings call anyway, not surprising.
Michael Saylor@saylor
Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC strategy.com/press/strategy…
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@BankUnlimited @fejau_inc China pressuring Iran without the us pushing for it?
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Guys I don’t think they’re playing 4d chess at this point
Ed Bradford@Fullcarry
Rate path now vs before the Iran war started
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Unfortunately a good friend of mine passed away last year, looks like his parents are trying to access his cb account
Would appreciate any help here w connecting them to coinbase, just wanna facilitate things to ease their stress
Love your people when you have the moment to
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@finance_xy @hellojintao Always great to see someone breaking free from the shackles of depression
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