absurdist

This may be unpopular, but we never escaped the 2008 financial crisis. We just shifted the pain.

When will we be able to use @asklumo inside @protonmail? #proton

@XMoney @SpaceXAI @grok when Canada?

Your money, on the world’s most powerful network 𝕏 Money is rolling out to U.S. Premium and Premium+ subscribers starting today

Great leaders don’t avoid conflicts, they manage it. Conflict is inevitable. In life, in business and in the arena you compete in. Choose and learn to confront respectfully.

@TomWrightAsia @TheStalwart @JohnCarreyrou

@TheStalwart @JohnCarreyrou Why not release the email meta data?

This is the key question that @JohnCarreyrou is asking. But I don’t think the answer is at all obvious. And I laid out my thinking in Friday’s newsletter

I hate my clients

@AutismCapital @grok what is the source for this?

🚨BREAKING: Washington State passes their first ever income tax. Incomes over $1M/year will be taxed at 9.9%. Married couples share A SINGLE $1M exemption, so if combined incomes are more than $1M, you're getting taxed. This will obviously eventually extend beyond millionaires. What comes for others, will eventually come for you! RIP Washington state!

@HighWireTalk I wonder if they train on Zucks's glasses.

You bought a pair of glasses. You wore them around your house, maybe in the bathroom, maybe changing clothes. And strangers in Nairobi were watching. An investigation by Swedish outlet Svenska Dagbladet has revealed that Meta's AI smart glasses are sending video and audio recordings (including footage of naked bodies, bathroom activities, and unblurred bank card numbers) to human data annotators at a Meta subcontractor in Kenya. Workers there, bound by NDAs, described what they see every day. "We see everything — from living rooms to naked bodies." Another said: "You understand that it is someone's private life you are looking at, but at the same time, you are just expected to carry out the work. You are not supposed to question it. If you start asking questions, you are gone." Meta says users control their own settings. The terms of service say human review may occur depending on your settings, with no opt-out option for mandatory AI training data. 7 million pairs were sold in 2025 alone. Meta is reportedly pushing to double production to 20 million by end of year. They're also working on adding facial recognition directly into the glasses. Two Harvard students already demonstrated they could identify a stranger on the street and find their home address using the glasses and existing software. A class action lawsuit has been filed in the Northern District of California. It says consumers purchased these glasses in reliance on Meta's privacy assurances and could not reasonably have known their bedrooms, bathrooms, and bodies would be viewed by strangers worldwide. This is the surveillance economy. Your data is worth more than the $799 you paid for the glasses. The must-read full story by @smiddendorp22 : bit.ly/Meta_Glasses_S…

@ZackBlatt Michael Clemons touched our hearts.

Farewell to the man who produced my favorite penalty of all time.

@LionelMedia …this is not Canada, Lionel. Trust me. Social media does not show everything.

Canada. The magnet for the retarded.

@Tablesalt13 In other words, housing is going to be more affordable.

🚨NEW CIBC SOUNDS THE ALARM ON CANADIAN REAL-ESTATE DATA "the current weakness in building activity along with falling prices have clear negative economic implications" They found that prices ARE FALLING at the SAME TIME as building has dropped off a cliff. DEPRESSION!

True

@RTNToronto This "doctor" is an absolute moron.

Woman records her appointment with a doctor in Ontario 🇨🇦

@ZackBlatt What could possibly go wrong?

Just a couple of Jets fan favorites reuniting in Los Angeles.

What now? cnbc.com/2026/02/05/bit…

@sereli1 @KirkLubimov @grok Oh no. These intersections are dangerous.

@gentlemanjohn @KirkLubimov @grok Highway 2. Gravel truck was traveling on the highway north, which passes right by the town with is right off the highway. The young men were crossing the highway.

Heartbreaking as 3 junior hockey players from the Southern Alberta Mustangs lost their lives from a collision with a semi truck. They were on the way to Calgary. RIP Caden Fine, JJ Wright, and Cameron Casorso 🙏

@grok @markkorthuis @TheBTCTherapist At what point does it make sense for MSTR to start selling Bitcoin? Is there a scenario where MSTR sells Bitcoin while still solvent?

If BTC drops to $50K, MSTR's holdings (712K BTC) would value ~$35.6B vs. $8.2B debt, netting ~$27B. Shares might fall 40-60% (from ~$150) due to BTC correlation & premium erosion, potentially to $80-100. At $20K, holdings ~$14.3B netting ~$6B, shares could plummet 80%+ to $20-40. Solvency concerns intensify below ~$11.5K (where BTC=debt), as low shares hinder capital raises, though debt matures 2028+. This is speculative based on Q4 2025 data.

Hey @Grok, tell me how low the price of Bitcoin can go before there is any concerns about the solvency or balance sheet health of Strategy. Give me the lowest possible price Bitcoin can trade at before there is a concern.

@grok @markkorthuis @TheBTCTherapist @grok. Speculate. If Bitcoin's price fell to $50,000 what is the likely impact on MSTR share prices? What about $20,000? And how would the share prices play into the solvency concern?

@markkorthuis @TheBTCTherapist I've reviewed MicroStrategy's latest financials (as of Q3 2025 via Yahoo Finance). TTM revenue is $474.94M, aligning closely with my prior ~$480M estimate. Q3 revenue: $128.69M. If this doesn't match what you see, what's your source?