Joseph Cadeddu
85 posts
R.I.P. rebuilding your GTM stack from scratch every session.
A complete Claude Skill Library can replace a $15,000/month agency retainer.
It is not as easy as hiring someone else to do it.
But if you start today, you can have 130+ skills loaded into Claude Code covering every GTM job by end of this week.
I usually charge $299 for access to this library but today, it's free.
Like this post + comment 'Agents' and I'll DM you the entire skill library for free.
(Must be following, or I can't message.)
Taking this down in 48 hours.
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Watching AllBirds stock be +430% after announcing a pivot from being a shoe company to a GPU as a service AI company
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@JosephCadeddu I mean they have no earnings. Whatever btc does they will simply do but worse than btc.
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Imagine holding $MSTR for 5 years and being outperformed over 2x by simply holding $SPY
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Is the rotation from metals into bitcoin happening? Asking for a friend
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Just a reminder that every single bitcoin purchase $MSTR has made the last 13 months is at a loss.
$4b+ in losses. Might be closer to $7b.
If bitcoin closes at $85,000 then there will be a $7b loss for 2025.
Imagine buying for 13 months and losing money 100% of the time 😂
Common shareholders are bewildered.
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🚨 $MSTR PREMIUM COLLAPSING.
TD Cowen says Strategy’s $BTC premium is now near crypto winter lows.
But they’re still calling for a buy.
Their target is ~$535 within the next year.
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Does anyone actually care about any of these ridiculous posts? I’ll go first:
No.
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Response to MSCI Index Matter
Strategy is not a fund, not a trust, and not a holding company. We’re a publicly traded operating company with a $500 million software business and a unique treasury strategy that uses Bitcoin as productive capital.
This year alone, we’ve completed five public offerings of digital credit securities— $STRK, $STRF, $STRD, $STRC, and $STRE —representing over $7.7 billion in notional value. We also launched Stretch ($STRC), a revolutionary Bitcoin-backed treasury credit instrument that provides variable monthly USD yield to institutional and retail investors.
Funds and trusts passively hold assets. Holding companies sit on investments. We create, structure, issue, and operate. Our team is building a new kind of enterprise—a Bitcoin-backed structured finance company with the ability to innovate in both capital markets and software.
No passive vehicle or holding company could do what we’re doing.
Index classification doesn't define us. Our strategy is long-term, our conviction in Bitcoin is unwavering, and our mission remains unchanged: to build the world’s first digital monetary institution on a foundation of sound money and financial innovation.
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Nothing about this price action today between Bitcoin, MSTR and Nasdaq makes any sense. Therefore I would argue this is a bear trap. Strap in.
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In January, MSTR is obsolete.
In November, it's the cat's meow.
The New Years' Eve party invitation list cometh.
Fred Krueger #BIP-110@dotkrueger
Saylor is NOT selling Bitcoin. In general he is excellent shape even at BTC 40K. I feel the pain with you (in my case 8 figure mark to market drop), but the thesis is intact. Bitcoin is going to 1 million
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@Green_k100 I'd add to "be in love" as important as "to make love"
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If people knew how to make love properly the divorce rate would go down tremendously
Miss G@Miss_G_1
Most people dont know how to make Love
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Basically Saylor selling MSTR
Boring_Business@BoringBiz_
Easily one of the greatest scenes of all time, not just in finance movies, but all movies
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@JoshMandell6 We may soon see the current “premium” give way to a discount
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Please remove the "M" key on all my laptops. Friends don't let friends by MSTR again and again and again.
They just have to close the ATM permanently. I wonder if Saylor doesn't see my point about a weak MSTR price dragging BITCOIN prices to new lows just because of the arb at NAV=1 ... could he be purposely encouraging the whole complex to drop? I really think Bitcoin is not supposed to be so centralized.
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@comic True, investors are financing their BTC acquisitions AND dividend payments on their other preferred stocks. They will be left holding their bags while they hold BTC
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Imagine losing -35% of your company value and ignoring it all together while your shareholders bleed out
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