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@RaoulGMI @blknoiz06 @Blockworks It would be interesting to see the performance of that "fund of funds".

I founded a crypto asset manager that has one of the largest (still small by trade standards) Fund of Funds that invests only in liquidity crypto directional hedge funds. We also monitor the market neutral space. DM me if you need more details from the team on the universe of funds.

does anybody have numbers on how many liquid funds there are in crypto & size? @Blockworks ?

@coinbureau This will never be adopted. There is no way "the community" is ever going to agree anything to address quantum. All the fundamentalists would rather Bitcoin went to zero than anything was changed.

🚨NEW: Bitcoin developers have introduced BIP-361, a proposal designed to safeguard wallets against future quantum-computing risks. The proposal would: - Block new BTC transfers to addresses considered vulnerable to quantum attacks. - Phase out legacy signature schemes over a five-year transition period. - Explore a recovery mechanism for users who fail to migrate their funds in time.

Why settle for being just a "client", when you could be an "owner"? Your chance to own a piece of the future of fine wine - closing soon at: crowdcube.com/early-access/c… Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment.

@APompliano Are people really still giving this guy their money?

The first few days of $BRR’s impossible comeback have been good start. We continue to grow revenue, saw one of the largest user acquisition days in company history, and put the market on notice that things were going to change. Our engineering team has been on fire. They launched a ton of new features and optimizations, including a model router that reduces compute cost and decreases latency. We have a magical new feature that will launch in the coming days. I am excited for everyone to see it. On the business front, we officially have 15% of all monthly active users as paying clients now. This is a big number considering we only turned on monetization 9 weeks ago. The overall revenue numbers are still small, but growing fast week-over-week so I feel good about our direction of travel and the acceleration in the numbers. On marketing, the haters and critics have been made aware that their reign of terror is over. We will not let them run rampant making up nonsense about the company. We control the narrative with facts and results, not the losers screeching on the internet because they have nothing better to do. Additionally, we are cranking out engaging content that documents how we are building the company. This is going to be a team effort, so we will constantly look for ways to keep people informed of the journey as we go. Lastly, we officially landed on an appropriate term for everyone involved in the company: “Silvia misfits” This perfectly describes the people who work at the business and the users who find Silvia valuable. We have a small, but mighty group that is an unlikely pairing, but we are all aligned in our strong belief that Wall Street has ignored the self-directed investor for too long. I’ll take the Silvia misfits over the bureaucrat elitist any day of the week. It is personally fun to build a product that positively impacts so many people. Doing it with a group that is underestimated will make victory even sweeter. Silvia vs The World. I like our chances.

@Vivek4real_ Can others get in on that bet?

ADAM BACK SAID HE HAS A BET THAT BITCOIN WILL HIT $1 MILLION BEFORE THE NEXT HALVING IN 2028. “THE $500K TO $1 MILLION BITCOIN IS CLOSER THAN PEOPLE THINK.” HE KNOWS WHAT'S COMING.

@dotkrueger It doesn’t matter where anyone “stands”. Michael Saylor runs Bitcoin. He has said “no” to BIP-110 so the miners won’t adopt it. Nodes are irrelevant. They are just note takers on the margin.

BIP-110 is "the plebs versus Big Bitcoin". In the red corner, Mathew Kratter, Mechanic and others arguing that the nodes are the ones that count, and that Bitcoin needs to remain a purely monetary protocol. In the blue corner, Michael Saylor, Adam Back, Blockstream and Core who argue that any change to reverse OP_RETURN expansion is a "risk". Where do you stand?

@Randomiem50 @opinioncasino @FCC You mean desperate and financially illiterate right?

@opinioncasino @FCC Ngl, this tool is actually pretty good. I’ve found it helpful and I’d say I’m the target demographic for something like this

Pomp is such a clown. This is just a LLM wrapper (probably Claude) and then he claims he has $50bn of assets under management. Also he’s definitely paying these people to say positive things about it and not disclosing it’s an ad. The @FCC should arrest this idiot.

@opinioncasino @FCC Pomp is one of crypto’s hall of fame grifters. He has made a fortune for himself by exploiting the financial illiteracy of the desperate and gullible.

@taketheLearly Exactly this. Why doesn’t he return the money to shareholders? The project has obviously failed.

You should be embarrassed that your stock is trading at 30% discount. Market is telling you that you are an absolute clown and should return money back to your shareholders. You won’t do that of course because you are a scumbag.

@ZynxBTC If Saylor really cared about STRC he would be buying it back right? He has mentally checked out of STRC because he can’t use it to generate more cash. Instead he will be sitting there with ChatGPT coming up with a new scam security to fleece his dumb followers with.

Getting $STRC back to par is Strategy's number one business objective. It is currently trading at $85.42. An improvement from the lows but still significantly below the $99 to $100 target range. So what are the controllables? 1) Repurchases. The $1 billion Digital Credit buyback program with $STRC as the stated priority. Buying back at $85.42 extinguishes a $100 perpetual obligation at a 14.6% discount and saves $12 a year in dividends at the current rate... so it's deeply accretive at these levels. 2) The yield. It's now at 12%. At $85.42 the effective yield is already 14%. Another raise would accelerate the pull to par but the question then becomes how high is too high? 3) The USD reserve. Now at $3 billion, roughly 20.4 months of dividend coverage, well above the 12 month minimum the Board mandated. Increasing this to 24 and then 36 months wouldn't hurt. Perhaps a combination of all 3 levers will be required for the product to return to par. Of course the Bitcoin price is one of the biggest factors but that is out of their control. It will be interesting to see what they do next but my money is on the buybacks starting soon.

@APompliano Can you also post how much of investors’ savings you have destoyed (due to the discount) and also how much you have paid yourself in salary and stock? That would round out the analysis.

Here is our current situation at $BRR: Cash: ~ $13 million Bitcoin: ~ $335 million Cash + Bitcoin = ~ $348 million Convertible debt: ~ $99 million Market cap: ~ $181 million NAV/share: ~ $2.83 Current share price: ~ $2.00 This means the company is trading at approximately 30% discount to the balance sheet value. If you assign any value to @cfosilvia, which I obviously think is very valuable, then the discount is even larger. My job over the coming weeks and months is to grow Silvia’s user base and revenue, while closing the ridiculous discount.

@pete_rizzo_ Strange then that STRC price actually fell on Friday isn’t it? Only just above 85, when it is supposed to be pegged to 100. Clearly there are even more people trying to get out.

JUST IN: $237 BILLION VANECK ETF JUST ANNOUNCED THEY BOUGHT OVER $200,000,000 WORTH OF MICHAEL SAYLOR'S $STRC THAT’S OVER 8% OF THE FUND’S TOTAL ASSETS IN #BITCOIN RELATED DIGITAL CREDIT WALL STREET IS BUYING THE DIP AGGRESSIVELY 🚀🚀

'Early Access' is closing soon to own a piece of the future of fine wine... Register for more details: crowdcube.com/early-access/c…

@Strategy @saylor So why is the price at 100?

Today is the last trading day to purchase $STRC and be entitled to the twice-monthly dividend payable July 31. The record date is tomorrow, July 15, and the dividend is $0.50 per share.

@saylor @Strategy Strategy turns people who have money into people who have less money (except for Michael Saylor, who has amassed a huge fortune from gullible retail fools).

Bitcoin is Digital Capital. Strategy transforms it into Digital Credit. $BTC

@camillofritz How much of your savings have you lost in ICP? Almost all I am guessing.

There are only two possibilities: 1. It’s a complete scam. 2. It’s fundamentally one of the best projects, but most people simply don’t understand it. I believe it’s the second. Most people don’t understand what $ICP is, or they’re reluctant to accept that it could be one of the best blockchain technologies in the industry. It’s the only blockchain truly focused on solving some of the biggest real-world problems in tech.

I shorted STRC at just over 98.5. I was up a lot more when it was 74, but I am staying short. Saylor has thrown everything at STRC to get it go up, and no one wants it. I think it sees mid 70s again. I am a bear and I have made a ton more than any Saylor bulls over last few months.

BREAKING: MICHAEL SAYLOR'S STRATEGY JUST ANNOUNCED THAT THEY INCREASED THEIR CASH RESERVES TO $3,000,000,000 HE CAN NOW PAY THE STRC DIVIDEND FOR 2 YEARS THE HATERS ARE GETTING DESTROYED IT'S OVER FOR THE BEARS THE FUD IS BASELESS

@d_1awrence Good luck! How much are you down so far?

Strategy have a stronger balance sheet today than when their stock was $543. More Bitcoin, more USD, better digital credit products, stronger ability to raise capital. Yet today their stock sits at $90.91. The only difference is Bitcoins spot price is $62k & not $105-126k. If you believe Bitcoin will return to an ATH in the future, this is an unbelievable entry point. Bullish on $MSTR 🧡

@realricky This is why quantum computing will eventually (or maybe quickly) destroy Bitcoin. “The community” will never agree on an update protocol. A lot of Bitcoiners would rather the price went to zero than the code is changed.

Who's in charge of Bitcoin? Nobody. The rules come from which node software each person chooses to run: consensus is the sum of those choices. Humans have never decided anything this way before.

@1914ad Michael Saylor has said no to BIP110. So it is DOA now right?