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Virtus Verbis Podcast
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Virtus Verbis Podcast
@VirtusVerbis
You walk into a meetup not immediately recognizing any familiar faces. Two participants acknowledge your arrival and gesture for you to join them.
Katılım Eylül 2024
1.2K Takip Edilen393 Takipçiler
Virtus Verbis Podcast retweetledi
Virtus Verbis Podcast retweetledi
Virtus Verbis Podcast retweetledi

This woman at the Pierre Poilievre townhall called me a freak after I spoke, and then came to interrupt me as I was speaking with a BC MLA and others.
Like every defender of child abuse before her, she had nothing intelligent to say and ran away.
Thankfully, she was the only one out of a room of several hundred who had a problem with me.
The support was tremendous!
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Virtus Verbis Podcast retweetledi
Virtus Verbis Podcast retweetledi
Virtus Verbis Podcast retweetledi

Bill C-22 is being marketed as a tool for public safety, but its real effect would be to expand government surveillance of ordinary Canadians. By compelling companies to retain private data and build interception capabilities, Ottawa is asking citizens to surrender privacy first and trust government restraint later. History shows that powers granted in the name of security rarely remain limited. Canadians should contact their MPs and urge them to reject Bill C-22 before it becomes law.
westernstandard.news/opinion/carpay…
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Virtus Verbis Podcast retweetledi

Shocking stat of the day:
Nvidia, $NVDA, now accounts for a record 8% of the S&P 500’s market cap and is now larger than 7 of the index's 11 sectors.
The only bigger sectors are Information Technology, Financials, Communication Services, and Consumer Discretionary.
Its market cap exceeds the Utilities, Real Estate, and Materials sectors combined.
It is also larger than the entire economy of Germany, the world's 3rd-largest and Europe's biggest.
$NVDA has contributed 20% of the S&P 500's +9% return year-to-date.
The rise of Nvidia is unprecedented.

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Virtus Verbis Podcast retweetledi

ALERT: Security researchers identify a malware campaign dubbed "TrapDoor" targeting crypto developer environments for @Aptos, @SuiNetwork and @Solana via 34+ malicious packages designed to steal SSH keys and wallet credentials.

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Virtus Verbis Podcast retweetledi
Virtus Verbis Podcast retweetledi

⚡️JUST IN
Iran's Foreign Ministry confirms that an environmental tax will be charged on ships:
"There is no toll; people should use the correct terminology
Iran and Oman are currently drafting a new protocol
Under this new system, maritime services will be provided to protect the environment of the Strait of Hormuz, the Persian Gulf, and the Sea of Oman, which requires the collection of an Environmental Tax
We hope to reach a final agreement with Oman on this matter soon"
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Virtus Verbis Podcast retweetledi
Virtus Verbis Podcast retweetledi

Trump just posted on Truth Social "mandatorily" requesting that all countries involved in the Iran negotiations sign the Abraham Accords.
The targets: Saudi Arabia, Qatar, Turkey, Pakistan, Egypt, and Jordan. The framing is blunt. Sign or "it shows bad intention." He also floated bringing Iran itself into the Accords once a deal is signed.
This came after a call on May 23 with leaders from all eight countries. According to Axios, the Saudi, Qatari, and Pakistani leaders were "surprised" by the demand. They'd called in to discuss Iran. They got an ultimatum on Israel.
The Abraham Accords currently include the UAE, Bahrain, Morocco, Sudan, and Kazakhstan. Adding Saudi Arabia alone would reshape the entire region. Adding all of them would be the most significant diplomatic realignment in the Middle East since the fall of the Ottoman Empire.
Whether this is leverage, theater, or the actual endgame, the scale of the ask is unprecedented. No sitting president has ever publicly demanded normalization from this many countries simultaneously.

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Virtus Verbis Podcast retweetledi

JUST IN: $154 billion Virtus Investment's InfraCap U.S. Preferred Stock ETF has increased its position in #Bitcoin treasury company Strategy's Stretch $STRC to 402,880 shares ($40 million).
The fastest-growing preferred stock in the world 🔥🚀


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Virtus Verbis Podcast retweetledi
Virtus Verbis Podcast retweetledi

A lot of pieces are being put in place right now at Metaplanet. Individually, none of them tell the full story. Together, they will. We are working harder than at any point I can remember to get them right. I wish I could share more. Soon enough, the picture will speak for itself. We are building this company for the long term, and for every shareholder who is along for that journey.
いまメタプラネットでは、様々な取り組みが少しずつ形になりつつあります。個別に見ても、全体像は見えてきません。すべてが揃ったとき、初めて意味を持ちます。私たちは、これまでにないほど真剣に、その一つひとつに向き合っています。今はまだ多くを語れないのが歯がゆいですが、時が来れば、自ずと見えてくるはずです。私たちはこの会社を長期視点で築いています。そして、その歩みを共にしてくださるすべての株主の皆様と共に。
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Virtus Verbis Podcast retweetledi

Virtus Verbis Podcast retweetledi

Thor comes heartbreakingly close to 515KG in The Greatest Deadlift Showdown
Margins at this level are razor-thin. Pure strength on display. #EnhancedGames
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Virtus Verbis Podcast retweetledi

JUST IN: Public company Farmhouse $FMHS buys an additional 1 #Bitcoin and now holds a total of 1.209 BTC.


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Virtus Verbis Podcast retweetledi

Bitcoin Silent Payments Tutorial now on YouTube.
What silent payments are, how they work, and a few examples inside Sparrow Wallet, Blue Wallet, and Cake Wallet
youtube.com/watch?v=QAGUyK…

YouTube
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Virtus Verbis Podcast retweetledi

The top 10 reasons this bizarre move by Michael @saylor is going to make strategy the most valuable company in the world.
1. It reduces future dilution risk.
Convertible bonds are basically a ticking “maybe stock” grenade. If Strategy buys them back before conversion, fewer future shares may need to be issued. Long term shareholders keep a bigger slice of the Bitcoin pie. 🟠
2. It cleans up the balance sheet.
Saylor is effectively pruning financial branches before they grow wild. Retiring debt early simplifies capital structure and strengthens Strategy’s financial positioning heading into the next Bitcoin cycle.
3. It signals confidence in future financing options.
Companies don’t casually spend $1.5B buying back debt unless they believe future capital access is secure. This suggests Strategy believes it can refinance smarter, cheaper, or through stronger instruments later.
4. It increases flexibility before the 2029 maturity wall.
Instead of waiting until 2029 and potentially dealing with ugly market conditions, Strategy is acting proactively. That’s chess, not checkers. ♟️
5. It lowers long term interest burden.
Even if the converts had favorable rates, debt still carries obligations. Reducing liabilities now can improve future cash flow flexibility and lower financial drag over time.
6. It may strengthen credit perception.
Bond markets love discipline. If Strategy demonstrates it can actively manage and retire debt early, creditors may view the company as lower risk, improving future financing terms.
7. It creates more room for future Bitcoin acquisition vehicles.
Saylor’s “BitVac is charging” line hints at this. By clearing older converts off the runway, Strategy may be preparing for newer, more optimized financing instruments tied to Bitcoin accumulation.
8. It reduces pressure during Bitcoin volatility.
If Bitcoin experiences another violent drawdown, having fewer looming liabilities gives Strategy more resilience. Less debt pressure means more ability to survive and continue accumulating BTC through chaos.
9. It suggests management sees current bond pricing as attractive.
If Strategy can repurchase the converts efficiently, they may believe the market is undervaluing the debt relative to future company strength. That’s often a bullish internal signal.
10. It reinforces the “permanent Bitcoin treasury” vision.
Saylor isn’t managing Strategy like a traditional software company anymore. He’s building a long duration Bitcoin capital machine. Retiring converts early supports the idea that Strategy intends to survive for decades, not quarters. The machine is being tuned for endurance, not just speed. ⚡
The bigger picture:
Saylor appears to be transforming Strategy into a self-reinforcing Bitcoin acquisition engine where debt, preferreds, equity, and treasury operations are constantly optimized around one core asset: Bitcoin.
“This week we bought bonds, not bitcoin” is basically saying:
“We’re upgrading the engine so it can absorb even more Bitcoin later.”
That’s why many long term bulls see this as structurally bullish, even during weeks when no BTC was purchased directly.
Personally, I think he sold some bitcoin to do it.

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