
bab2112
446 posts





TRUMP ON IRAN DEAL: HAVE INFORMED MY REPRESENTATIVES NOT TO RUSH INTO A DEAL

Why Saylor says there is no second-best crypto asset: "There was Babylonian math, Greek math, Roman numerals. Arabic wasn't the first protocol. It was just the best." Why are Christians in Northern Europe using Arabic math? Because it was a better protocol. There is no second-best math protocol. There's no second-best language. "We're speaking English because all the rich, powerful people speak English." Bitcoin is the same. "The lack of functionality and the stability was the feature." FT @Saylor @KevinWSHPod.







"Είναι εντάξει, έχουν ήδη τα μετρητά για να πληρώσουν μερίσματα δύο ετών". Εν τω μεταξύ, πριν 2 μήνες είχαν τα μερίσματα "για 30 μήνες", πριν 1 μήνα είχαν τα μερίσματα "για 22 μήνες", και τώρα έχουν τα μερίσματα για "18 μήνες". Υπάρχουν χρόνια που δεν συμβαίνει τίποτα, και υπάρχουν μήνες που συμβαίνουν χρόνια 😅 Επίσης, για τους υπαδούς των γραμμικών σχέσεων, το "έχουν τα μερίσμτα για 2 χρόνια", υποθέτει σταθερό αριθμό μετοχών. Πριν 2 μήνες υπήρχαν 34.5Μ $STRC μετοχές (που χρειάζονται μέρισμα τουλάχιστον 11.5% για να μην κρασάρει η τιμή τους), τώρα υπάρχουν 85.4Μ μετοχές, άρα τα αποθέματα εξαντλούνται με υπερδιπλάσιο ρυθμό από πριν. 85.4M επί 0.96c τον μήνα = $82Μ μερίσματα κάθε μήνα. Από "30 μήνες" απόθεμα είπαμε πήγαμε στους "18 μήνες", με τους υπολογισμούς της ίδιας της Strategy. Πόσους διπλασιασμούς μερισμάτων αντέχουν ακόμα λέτε? $STRC, $MSTR




Εκτός από τις Ηνωμένες Πολιτείες και τη Λαϊκή Δημοκρατία της Κίνας, υπάρχει και μια άλλη σημαντική για τη συζήτηση χώρα που θεωρεί ότι το Ιράν δεν πρέπει να έχει πυρηνικά όπλα. Η χώρα αυτή λέγεται Ιράν.

Στις 21 Μαΐου, όλοι μαζί με την Ελπίδα για μια Νέα Αρχή!


The blue line is getting the attention on this chart but the key takeaway is that all of credit cards, auto loans, and student loan delinquencies are at or near their highest levels ever. Only home loans are doing ok, but their market is on multi year life support demand wise.




🚨 THE WORLD WILL RUN OUT OF OIL RESERVES IN JUNE 2026. This is not a prediction. This is the timeline based on the current drawdown rate. The Strait of Hormuz has been near closed for two months. The world has been consuming emergency reserves at 4.8 million barrels per day, a rate that has never happened before in any war, any embargo, any supply shock in modern history. Those reserves were built specifically to survive exactly this kind of crisis. They are almost gone. Here is the actual timeline: June: global inventories hit operational stress levels. Countries start making impossible choices about who gets fuel and who does not. September: inventories reach the absolute minimum level required for pipelines to pump, refineries to operate and export terminals to function. Below that point it is not a price problem. The physical system stops working. Pakistan has 20 days of fuel left. Indonesia, Vietnam and the Philippines are weeks away from critical shortage. Europe's jet fuel stocks have dropped 33% since the war started and summer flight season begins in weeks. The US emergency reserve is at its lowest level since 1982. Governments already coordinated the largest emergency reserve release in history and It is not enough. The drawdown is consuming reserves faster than any release can replace them. And if Strait of Hormuz reopens tomorrow every country on earth rushes to restock what they burned. That restocking creates a second massive demand surge on top of already depleted inventories. The price spike after the war ends could be worse than the price spike during it.

















