




Signal
172 posts

@getsignalfi
Where investors follow the money. Track your portfolio. Follow Congress trades. Subscribe to alpha or monetize yours. Launching soon → https://t.co/DvggOVOBZh







Bitcoin in self-custody is different to Bitcoin wrapped in Wall Street. $MARA executives pay themselves huge salaries and issue stock options, which are then dumped onto retail investors. They borrowed to buy Bitcoin & mining equipment at high prices, allowing the company to leverage and manage cash flow by becoming subordinate to Wall Street. Now they sell the Bitcoin at lower prices and Wall Street leverages their share price down. Public Bitcoin companies are not Bitcoin in self-custody. They are simply counterparty risk between you and Bitcoin held in self-custody. They are tools of the financial-industrial complex. I warned you on the way up. I warn you on the way down. Get smarter. It’s a multi company FIC architecture. Wall Street wants your Bitcoin.



In case you hold memory stocks - something to pay attention to. Efficiency in algorithm using 6x less memory. Who else but by the guys that invented transformer algo, $GOOGL. $MU $SNDK










Today, MARA announced the repurchase of ~$1B in convertible notes at a ~9% discount to par value. ~30% convertible debt reduction. ~$88M in value captured. Zero future dilution exposure on the retired notes. Funded through BTC sales, not the ATM.


