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hskksh
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hskksh
@hskksh5
“And you shall remember the Lord your God, for it is He who gives you power to get wealth Deuteronomy 8:18a @MochimonsNFT holder
神の国 Katılım Ekim 2019
3.4K Takip Edilen170 Takipçiler
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Seems like I was wrong on the Yen short-term strengthening.
The march towards possibly USDJPY 177 by end of the year seems to be likely case now in my opinion.
hskksh@hskksh5
My stance has now changed regarding USDJPY for the short term. I think there is a strong possibility it will start going stronger to around USDJPY 158. Possible strength starting this week or next week. Basically following a possible similar pattern to USDJPY in July 2024.
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@HeadedNine Is the 3400 box on your chart a zone you expect may more than likely happen?
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@artsch00lreject There's a cute cat coin @mochi_token and the @MochimonsNFT . The same artist as Pudgy Penguins.
Catchphrase is The cat is cute!
OG coin since the start of BASE.
Over 6 billion GIF views
giphy.com/Mochimons
I hold some mochi NFTs.
GIF
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URGENT Prayer Request from Turkey 🙏
We are asking our friends, supporters, and fellow believers to pray for the Noah’s Ark Scans expedition in eastern Turkey.
Some local opponents have been spreading false claims to officials, saying that Americans are illegally excavating the Durupinar Noah’s Ark site. Because of this misinformation, the expedition has been temporarily placed on hold.
The truth is that Noah’s Ark Scans is working in partnership with a Turkish university, and this joint scientific expedition received full approval through the proper legal process, including a unanimous vote. Our team has worked carefully to ensure that everything is done legally, respectfully, and in cooperation with Turkish authorities.
This is not simply an “American expedition.” It is a joint Turkish-American scientific effort, led by Turkish Professor Dr. Cenker Atila of Sivas Cumhuriyet University, to investigate and bring greater awareness to one of the most important biblical sites in the world: the Durupinar Noah’s Ark site in the Mountains of Ararat.
We believe this work matters deeply. It is about pursuing truth, bringing scientific evidence to light, and helping the world better understand this historic region of Turkey. It also has the potential to strengthen tourism, international cooperation, and positive relations between Turkey and believers around the world.
Please pray that the local governor and officials hear the truth clearly, that the misinformation is corrected, and that the expedition is allowed to continue.
We knew that the enemy would try and stop us, we just were not prepared for the extent of lies they would tell. Thank you for standing with us in prayer.

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Yes I said I'm bored and done posting about $MSTR. But after today's news I'll write down my thoughts as an epilogue to my long term view and then hopefully ignore it going forward.
For those who care about $MSTR today was a clear message of what the company is likely to do going forward.
On Friday the right side of the balance sheet was worth 90% of the left side.
Today it is now worth exactly the same as the left side.
My view has always been that the right side and left side should always be worth the same and any deviation is a trade.
Within the right side of the balance sheet there is the equity and the preferred and the converts. The converts are now all likely to get put in the next three years unless BTC goes up a lot so for the moment they are essentially cash. So it's all about the preferreds price relative to the common. Both rally when BTC goes up and down when down. But absent a change in BTC the preferred rallying will come at the expense of the common and paying dividends will come at the expense of the common.
What is the company prepared to do.
1. They made a token increase in the dividend which shows a really weak commitment to the preferred going to par
2. They announced a preferred repurchase plan which can only be funded by selling BTC or selling common and it was small at less than 10% of the outstanding preferred notjonal. Once again weak sauce.
3. They said words that they have a corporate priority to have it trade at par. Which is just an empty promise
4. If it trades at par they will definitely issue more.
On the common they will sell when the right side of the balance sheet is worth more than the left to raise cash for dividends, fund preferred buy backs and perhaps to buy BTC. They also announced a buyback facility for the common (less than 4% of the outstanding) so when the common and capital structure is cheap to the left side and cheap to the preferred they will likely buy some.
The big takeaway is MSTR has sold 1.2BN ish common to get its house stable and now is in the business of keeping the whole capital structure including the amount of BTC stable.
They will sell BTC and common to save the preferred when it's in stress. They will sell common when the right side of the balance sheet is rich to buy BTC or preferred. They will sell BTC or common to fund the dividends.
They will sell infinite preferred at 100 to buy BTC
They will sell BTC to save the common and pay dividends on preferred when issuance markets are in distress
All of tbis stuff is designed to maintain a stable MNAV which should be clear to anbody now is at MNAV 1.0.
To be honest this is how a leveraged closed end fund operates.
BUT this is the end of this company being able to expand its MNAV and out perform a leveraged etf. That ended today
I made some quick money flipping the preferred and gun to my head the preferred has a few points of upside which should come at the expense of the common OR will rally if BTC rallies
I am neutral BTC and a buyer at 42069 so don't have a view short term on leveraged ETF's on this asset.
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$QQQ
It’s the same chart?
Low early June, marginal high mid June, higher low later June…
Let’s see what July gives, Seasonality Bros…


Mandelbrot@Wild_Randomness
$QQQ $SPX Seems like the perfect time to load up on hedges!
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We're proud to announce that Ripple USD ($RLUSD) is now officially available in Japan, following approval from the Japan Financial Services Agency (JFSA): on.ripple.com/3SpNZYF
Through our partnership with SBI Group and @sbivc_official, $RLUSD will be accessible to both institutional and retail users via the VCTRADE platform, serving as a bridge for payments, tokenization, and collateral management.
With $1.7 billion in market cap and a 10-year relationship with SBI, this is a significant milestone in advancing regulated stablecoin adoption across Asia.
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