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PoW

@PoWonly

individual retail investor, learning everyday

Katılım Haziran 2022
58 Takip Edilen64 Takipçiler
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DirtΞvader
DirtΞvader@dirtevader·
These New Proxy Rules sure do have my head spinning. I really could use a good M&A Attorney that can do this kind of stuff in their sleep. Sure am glad RC & Team, only hire the best. sec.gov/rules-regulati…
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Reese Politics
Reese Politics@ReesePolitics·
Ken Griffin's Citadel Advisors reports owning $GME calls worth estimated $326,967,552 in latest 13F.
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Reese Politics
Reese Politics@ReesePolitics·
BREAKING: Steve Cohen's Point 72 reports large $GME ownership after adding 781,814 shares, now holding 1,364,114 total, worth $31,429,187. The firm also disclosed having calls valued at roughly $3,946,752.
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Coin Bureau
Coin Bureau@coinbureau·
🚨ALERT: Bitcoin falls below $79,000.
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Reese Politics
Reese Politics@ReesePolitics·
Charles Schwab increases stake in GameStop Corp. by 10%, bringing estimated position close to $82,914,831. $GME
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Reese Politics
Reese Politics@ReesePolitics·
Yeah, they totally don't think the GME-EBAY merger will go through... /s $GME
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PoW
PoW@PoWonly·
@xximpod Great part 1 .. thank you XXIM team for educating us.
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XXIM Podcast
XXIM Podcast@xximpod·
Part 2 Private Credit - "Insurers $1.1 Trillion in PRIVATE CREDIT Raising Alarms" In this episode, Ankit breaks down the massive hidden player in the private credit saga that almost nobody is talking about: life insurance companies and annuity providers. CHAPTERS: 00:00 - Intro & Part 1 Recap 00:22 - Life Insurance & Annuity Providers 02:17 - The Scale: $1.8 Trillion in Private Credit 03:10 - CLO Exposure: $276 Billion & 82% of Market 04:32 - How the Risk Can Snowball Into a Credit Crisis 05:53 - Hidden Leverage: From 2-3x to 9-12x 09:23 - The Bermuda Triangle Strategy 10:17 - Warning Signs & What It Means for You Part 1 - youtube.com/watch?v=NeAQ5S… #privatecredit #privateequity
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First Squawk
First Squawk@FirstSquawk·
GAMESTOP’S RYAN COHEN THREATENS TO TAKE $56BN EBAY OFFER TO SHAREHOLDERS - FT
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DirtΞvader
DirtΞvader@dirtevader·
They had their chance, now RC is taking his offer to the real owners. Can’t wait to see the details of the full tender offer. The retail shareholders and the institutional shareholders will see what the board passed up on their chance. My Puppy gut says they might want to start packing. Whoops. 😁
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Reese Politics
Reese Politics@ReesePolitics·
British hedge fund Marshall Wace brings $GME holdings to over $100,000,000 after buying 1,421,123 shares in latest 13F.
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koebbel
koebbel@koebbel741·
Gotta love his humor
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Ftw
Ftw@ftwbiz·
Full text
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XXIM Podcast
XXIM Podcast@xximpod·
Build Build Build @michaelsuttonil Thanks
Michael Sutton@michaelsuttonil

why I’m personally excited about Kaspa’s upcoming Toccata covenants - for the first time, I can build creative, complex apps directly over infrastructure I helped design and build - we designed under architectural constraints, but the result came out surprisingly expressive and powerful - Silverscript is cool as hell - I can literally open a *.sil file and write a complex contract that will be fully verified on Kaspa L1 - (nottoself: create a 10-minute video showing the building of such an app e2e) - I can design my own vaults and safeguards, and manage funds securely without risking a heart attack each time I touch a wallet - covenant ids, contract templates, and inter-covenant communication (ICC) feel like a new set of axioms, or a new algebra to work with and discover - sig verify from stack / sighash anyone-can-pay + covenant ids can allow interesting shared-state covenants (requires a non-consensus miner policy; kudos to @maxibitcat for pushing this line of thinking) - complex contract systems can be deployed in one spk hash. no storage rent, no deployment tax; users pay only the transient mass for tx data as they use it - as I’ve mentioned in the past, this becomes especially interesting for AI/agentic environments, where bots could cheaply create one-time agreements between themselves - I didn’t even mention based apps yet. That’s a whole vertical that isn’t ready for exploration yet, but will be very soon

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XXIM Podcast
XXIM Podcast@xximpod·
More cryptocurrencies will collapse in 2026 + a few hedge funds. Two reasons 1) In 2025, a staggering 11.6 million crypto failed, we will see continuation this year - What started as a revolution (against broken monetary system) has turned into an ego-driven battlefield and token pumps 2) Thin global liquidity, this is part of the broader liquidity crisis we’ve seen unfolding since 2023, mass deleveraging, and repeated liquidation cascades exposing the fragility of the space, crypto was supposed to create an alternative channel to traditional system, instead it itself got tied fully into it. Ofcouse we will see Ups / down along the way, but yes more and more concentration will happen in handful of crypto / handful of stocks.
Polymarket Money@PolymarketMoney

JUST IN: Odds a major crypto hedge fund blows up this year surge to 86% today.

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Salvatore Linteum
Salvatore Linteum@PhantomBlack699·
The full text of the eBay Board's response letter to GameStop CEO, Ryan Cohen, is set forth below: Dear Mr. Cohen, The Board, with the support of its independent advisors, has thoroughly reviewed your proposal and has determined to reject it. We have concluded that your proposal is neither credible nor attractive. We have taken into account such factors as 1) eBay's standalone prospects, 2) the uncertainty regarding your financing proposal, 3) the impact of your proposal on eBay's long-term growth and profitability, 4) the leverage, operational risks, and leadership structure of a combined entity, 5) the resulting implications of these factors on valuation, and 6) GameStop's governance and executive incentives. eBay is a strong, resilient business that has delivered meaningful results over the past several years. We have sharpened our strategic focus, strengthened execution, enhanced our marketplace and seller experience, and consistently returned capital to shareholders. With its differentiated global marketplace and a clear strategy, eBay's Board is confident that the company, under its current management team, is well-positioned to continue to drive sustainable growth, execute with discipline, and deliver long-term value for our shareholders. Our team remains focused on executing our strategy and driving our business forward in the best interests of the company, our shareholders, our employees, and millions of buyers and sellers around the world. Sincerely, /s/ Paul S. Pressler Paul S. Pressler Chairman of the Board of Directors, eBay
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Shai (Deshe) Wyborski
Shai (Deshe) Wyborski@DesheShai·
1. Kaspa's MuHash vulnerability is not immanently exploitable. Not even for a quantum computer. Even after quantum reduction, you still need to solve a non-trivial problem (called MRSS). 2. However, this problem is not considered hard enough for cryptography. Why? Because algorithms have been steadily chipping away at it's hardness, more than sufficiently to debunk the hardness conjectures made in the original MuHash paper 3. I find this concerning because MuHash sits exactly at a point where we want "everlasting security". It is not used to secure a wallet but the integrity of the entire chain. A single collision is all you need to rewrite the entire history with a constant size attack (unlike Bitcoin where the difficulty of the attack grows with how deep you want to reorg). For Kaspa to become a trillion dollar coin, this will just not do. 4. A first step towards a solution will be to replace MuHash with a post-quantum incremental hash. The consequence is that to exploit MuHash for a history rewrite you need a longer chain that goes all the way back to before the change point. This doesn't mean there aren't more subtle attacks that remain completely intact. In particular, validating txns from before the change without trusting an archival node remains a huge issue. (And not the only one) 5. If I had to point out the urgency of implementing the previous clause, I'd say medium-low to medium. Not an immediate concern, but should probably be patched well before the turn of the decade. 6. Yes, short conf times and rapid inclusion are definitely safeguards against quantum front-running
MEZTech 𐤊@MEZ_tech

@DesheShai assuming quantum threat is valid and there exists quantum computers accessible by nation states and large corps by 2030 capable of cracking ecc on the order of minutes, do you see any realistic migration path for Kaspa? Do you think muhash issue is solvable? Does kaspa's fast block time lend itself well as a natural defense against on-spend attacks (p2pkh is a viable pq sig scheme on kaspa where it is not on bitcoin)?

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