@nsquaredvalue I understand the point, but $200 / bl oil is not reversible at the snap of one’s fingers like tariffs
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Costef
3.5K posts
Costef
@RealCostef
osrs gamer Dad | temporary game mode addict | John 3:16
United States Katılım Mayıs 2022
427 Takip Edilen361 Takipçiler
A year ago the S&P 500 was in this exact same position.
There was a 2-week panic crash followed by a year of +40% gains.
Bitcoin dumped too, then rallied +65% to a new ATH.
That was when the tariffs were going to wreck the economy and bring back 8% inflation. Smart people in the news and social media said so.
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The moat in software is NOT the cost of building software. That’s key to why it was a good business to start with
Todd Saunders@toddsaunders
I heard an incredible analogy from a VC friend that I can’t stop thinking about. “The moat in software was the cost of building software. And Claude Code just mass produced a bridge.” It’s wild when you think about the impact of this. The SaaS boom produced a few dozen billionaires and a bunch of zero sum winners. But the AI SaaS era will mass produce millionaires. There will be fewer ServiceTitans hitting $5B valuations, and instead there will be 50,000 companies doing $500K-$5M each, run by 1-3 people with deep expertise and huge margins. To be clear, I believe that the total value of software goes up, and the number of companies created goes up exponentially. But the number of people who capture the value also goes up 100x. I don’t believe in the “SaaS is dying” headline, I think it’s missing the point. It’s simply that the power of SaaS is changing hands.
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Just the PSA 10s would be over $100 million market cap btw
cllct@cllctMedia
Pikachu > MJ ⚡️ There are now over 47,000 PSA 10 copies of the Pikachu With Grey Felt Hat Van Gogh crossover. The card, in JUST a PSA 10, now sits above the entire market for Michael Jordan’s 1986 Fleer rookie card in any single grade.
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This card is cool but this is ridiculous lol
cllct@cllctMedia
Pikachu > MJ ⚡️ There are now over 47,000 PSA 10 copies of the Pikachu With Grey Felt Hat Van Gogh crossover. The card, in JUST a PSA 10, now sits above the entire market for Michael Jordan’s 1986 Fleer rookie card in any single grade.
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@ZynxBTC @mikewmunz Yep. People will want to see them easing into the broader market volatility here.
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@mikewmunz Perhaps.
I think days at par is another key metric and probably more relevant.
I think they'll raise it on that basis.
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They still might increase it but they are well within their vwap range of keeping it the same
Current month vwap is $99.94 on the website and my own calculation has it at $99.97. You’re not going to get much better than that ever
This is what they want to see
Zynx@ZynxBTC
Looks like the $STRC dividend rate will be increased by 25 bps to 11.75% for April. It's been a volatile week across broader markets, and while Stretch has held up well, it's now been 5 days since we last traded at par. No problem. Saylor has already made it clear that he's willing to go as high as 15% if needed.
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@BowTiedBull A lot of guidance on leverage is simply “it works until it doesn’t”
The way markets behave nowadays, everything is correlated
If you had serious money in in 2022, 2020, 2018 you’ve learned this
You will get the margin call when everything else you own is at all time lows
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This is extremely dangerous unless with limited amounts due to margin call/liquidation
If you have real money then sure. Borrowing $1M on a $100M portfolio of S&P is low risk
Borrowing $500,000 on a $1M portfolio of tech stocks… not so much
Ian@Ianhechtfit
Can someone explain to me why I wouldn't take a margin loan on my stocks to increase my down payment on a house purchase instead of selling off some of them? I understand the risk of a margin call happening but seems like it isn't so likely and would cause me to sell stocks anyway. @BowTiedBull
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Cool. 300 followers here.
BTC has bottomed. Alt season coming on the back of QE in Q4. And the only thing going to range lows is Ben’s hairline.
Benjamin Cowen@intocryptoverse
I'd prefer to hear the opinion of someone with 132 followers than the opinion of someone with 400,000 followers who got there by calling for alt season the last 4 years.
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Costef retweetledi
The entire aid budget for the Ukraine war in one shot so Israel can bomb oil fields without out permission
Not going to the border, not paying for ICE agents, not creating domestic manufacturing or making it easier for young people to own homes
Just more war
Jeff Stein@JStein_WaPo
SCOOP: The Pentagon asked the White House today for more than *$200 billion* for the Iran war supplemental, sources say Some White House aides think Congress won't support b/c it's so big Will tee up giant battle in Congress
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Called it.
The prediction markets are increasingly betting on there being no Fed rate cuts in 2026.
The Bank of England and European Central Bank are now likely to hike rates instead of cut.
The longer the Strait of Hormuz is closed the worse it is for the economy and markets.
Zynx@ZynxBTC
I'm not so sure we get fed rate cuts in June anymore. I think there's a real possibility that the conflict in the Middle East goes on for far longer than expected. So many questions... Trump has said that the goal is regime change, but what if the IRGC hold out? It seems the US are counting on the Iranian people to overthrow their Government but what if they don't? Does that mean American boots on the ground? The longer there is disruption to key shipping routes in the Middle East, expect inflation to rise significantly. I cannot see rate cuts in such an environment and thus we might not see the liquidity we had hoped for. Definitely one of the most unpredictable macro environments in some time.
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@notthreadguy Bro it’s kind of annoying but like the hype bros might have been right
Hyperliquid
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It took $STRC 8 days (including the ex-dividend date) to close back at par in February.
We're currently on day 3 and closed at $99.88.
For comparison, day 3 in February closed at $99.50.
These are important data points. It tells us the demand is strengthening.
₿ullish.
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@dvassallo People pay for private schools not because of the education, but to avoid the kids their kids would have to go to school with at public schools
Nobody wants to talk about this, but that’s the truth
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Good private schools here cost $700K per child from kindergarten through high school. With 3 kids, that’s $2.1M. For a diploma.
Just give each kid $700K at 18. That’s a house, a business, or a fully funded retirement account. No chance these schools beat that kind of head start.
Nick Maggiulli@dollarsanddata
Private schools are the most expensive placebo in America. Nowhere else will you pay $250k+ for something that has so little impact on school achievement. My latest on why private school isn't worth the cost: ofdollarsanddata.com/why-private-sc…
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Predictably, a lot of the uninformed osrs community jumped on @KempQRS for a “crashout”
And now a high ranking public official has resigned specifically citing the same problems
It’s time the American public takes a serious look at Israeli subversion of the will of the people
Joe Kent@joekent16jan19
After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.
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@victryena It’s completely ai generated you can tell by the em dash
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Actually those are the best flights because they don’t have the people on them who won’t book before 10 am
Daniel@danielgothits
True wealth is simply refusing to book any flight that departs before 10am
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@real_vijay Likely in the process of happening but will take some time as the impact of STRC is better understood
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One big difference between this bear market and the last is we have a whale permanently taking big blocks of Bitcoin off the market. What is amazing (and surprising even to me) is he's still raising significant amounts of capital to do this despite sentiment being at historic lows.
These capital raises have much more power as Bitcoin falls (obviously) because more Bitcoin can be pulled from the market for the same amount of dollars. Eventually bears and those who wanted to liquidate exhaust their selling supply and and a floor is set.
When other market participants realize this and that Bitcoin didn't die, Saylor will be joined in accumulating BTC in size.
I don't think that has quite happened yet, but when it does... 🚀
Michael Saylor@saylor
Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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