Markets On Spaces

@SimonDixonTwitt Why did Saylor sell out ? Does he not want what's best for his BTC holdings ?

@financialjuice What happened to just playing nice... it's like these countries are being run by immature people.

China's Premier Li: China calls on the Netherlands to play an active role in promoting healthy China-EU relations - CCTV

RUSSIAN FINANCE MINISTRY SELLS 23.75 BLN RBLS IN OFZ BONDS DUE IN MARCH 2039 AT CUT-OFF PRICE OF 62.8230%

$GOOG TurboQuant: 6x less KV cache memory, 8x faster inference, zero accuracy loss. Are $MU and $SNDK in trouble ?

$META Tells some employees to work remotely ahead of potential layoffs

@FirstSquawk Zuck is the living example of failing upwards. What happened to making their own chips ? What happened to the Metaverse ? Flop and after flop.

ZUCKERBERG LAUNCHES META SMALL BUSINESS - AXIOS

@MarketsOnSpaces It’s good to touch some grass… or some snow, wherever you are.

Healthy body, healthy mind, healthy portfolio 💪 These choppy markets can be very stressful on us active investors. Please don't forget to spend sometime relaxing and focusing on all the other aspects of life - outside the markets.

The food shock from the Iran war isn't about farmland - it's a fertilizer crisis. ​The Strait of Hormuz blockade has disrupted ~30% of global fertilizer trade. Expect steep grocery store hikes for Corn, Meat & Dairy as farmer input costs skyrocket.

@trentkelp Canada full of Potash brotha! Canada is probably the most resource rich country in the world.

$BUFF.V Fertilizer Needs in Drought Conditions Potassium (from potash) plays a key role in helping any plant tolerate drought, whether GMO or not: - It supports stomatal regulation (water loss control), osmotic balance, root development, and overall stress resistance. - Drought reduces potassium availability in soil (less water means poorer nutrient uptake), so deficiency symptoms can appear faster in dry conditions, leading to lower yields. - Applying potassium (synthetic or organic sources) can improve water-use efficiency and mitigate drought stress for most crops. This is a general agronomic principle,

@LogicalThesis Very undervalued advice here... especially during choppy markets like we have now. Healthy body, healthy mind, healthy portfolio 💪

People on here are stressing about markets everyday I've been using the last couple weeks to: 1) focus on work outside of stocks 2) address my months of elevated stress Taking it easy & preserving mental capital. Experimenting with magnesium, ashwagandha, and soon L-theanine.

@SimonDixonTwitt Fair point @SimonDixonTwitt Agree, not a sell out, just fiduciary duty in a public vehicle stacking hard (now 762k BTC). But the Wall St subordination + dilution risk is exactly why self custody >> any corporate proxy. Architecture over personalities. Long term holders win.

He didn’t sell out. He started as a public company. He found a way to turn his public company into a Bitcoin vehicle for the financial-industrial complex. His model meant he became subordinate to Wall Street to accumulate as much Bitcoin as possible. The vehicle was structured in a way that allows the financial-industrial complex to short-term manipulate the price of Bitcoin. He was fulfilling his fiduciary duty to his shareholders. It’s not a judgment on his character. It’s reality. Stop focusing on the person. Focus on the architecture and resist with Bitcoin in self custody and have a longer term plan.

You’re NOT short enough or long enough oil and NG and Fertilizer!

@aleabitoreddit Rumors are in other discords- you just a pumper. Is that true ?

If you're new to $AAOI: It looks scary entering positions near ATH at $109 after a 175% YTD increase. However, this looks like the photonics equivalent of $SNDK. And it so happens the center of the optical transceiver supercycle... At a $8.2B valuation we can look at projections: (est. Capacity * ASP Projections) Q2 2026: ~$312.1M Q4 2026: ~$1.41B Q2-2027: ~$1.53B Q4-2027: ~$1.97B If $AAOI ends up leapfrogging the $55B $LITE in revenue... $8B MC looks a little absurd for revenue growth off 30-40% margins… Re-rating potential is enormous. Worst case scenario if they fail internal laser fab and buys off $COHR. Is it ends up a Made in America Innolight / Eoptolink (Both $66B-$90B+ Chinese companies)? The optionality of making the entire supply chain in America is understated. $AAOI is one of my few high conviction longs aside from $SIVE and $LITE if they can deliver on projections.

@HiddenThesis @SimonDixonTwitt The ultimate sell out..

@MarketsOnSpaces @SimonDixonTwitt Because Saylor optimizes for adoption through the system, not escape from it. Bitcoin maxis wanted sovereignty. He chose scale.

I speak from experience, no matter how boring it may sound. You will come to see that Saylor helped the financial-industrial complex create a tool to manipulate many out of their Bitcoin held in self-custody. It’s not popular. But I don’t care about popularity. I care about accuracy and sovereignty from the financial-industrial complex. I don’t care if that bores you. I care that it helps those who are willing to listen.

@FirstSquawk Oil stabilizing? Sure. After folks bought the 100 dip before a tweet said never mind. Markets a cruel joke.

OIL STEADIES AFTER SHARP CORRECTION: CRUDE STABILIZED NEAR $89 AFTER A STEEP SELLOFF AS DONALD TRUMP SOFTENED HIS STANCE ON IMMEDIATE STRIKES AGAINST IRAN, EASING SHORT-TERM GEOPOLITICAL PANIC.