BrianMcGrath
24.3K posts

BrianMcGrath
@brianmcgrath
AI is eating software. Robotics is eating labor. Crypto is eating settlement. Biotech is eating aging. Documenting the convergence.









Michael Saylor is TAKING OVER the WORLD right now and everyone is ASLEEP. $STRC just did almost HALF A BILLION DOLLARS of trading volume in one day. If Strategy captured 80% of that volume like they did last month, that is $397.28M of capital. At $80,000 per Bitcoin, that is 4,966 BTC potentially added to the balance sheet in ONE trading day. To understand how insane this is: Hundreds of S&P 500 companies do not make $397M in profit in an entire quarter. They need 90 days of sales, payroll, inventory, debt, HR, conference calls, and corporate hostage videos to produce less profit than Strategy can potentially raise through one preferred security in one 6.5 hour market session. Starbucks does an average of $342 million of profit per QUARTER. Dollar Tree does $321 million of profit per QUARTER. So if Strategy can plausibly raise or deploy around $300M to $400M in a single trading day through STRC, you are comparing one preferred-security capital-raising day to the average quarterly profit engine of dozens of S&P 500 companies. That is OBSCENE scale. And Strategy can convert that capital into Bitcoin. The hardest asset on Earth. The bears are still talking about mNAV while Saylor is building a capital machine that can inhale quarterly-profit-sized chunks of the S&P 500 before dinner. Probably nothing.


Cancer kills because it's caught late. Adialante is changing that by making mobile MRI accessible — dropping its costs to hundreds per scan and wait times to hours. Annual cancer screening will be the norm. Congrats on the launch, @ET_adialante & @ManW_dePlan! ycombinator.com/launches/QLh-a…


Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 x.com/i/broadcasts/1…


Chairman @SenatorTimScott, @SenLummis, and @SenThomTillis released market structure text ahead of this week’s markup. The Senate’s CLARITY Act delivers clear rules of the road, protects investors, combats illicit finance, and keeps innovation in America. banking.senate.gov/newsroom/major…







