MMC2

"None of us are getting out of here alive.... Eat the delicious food. Walk in the sunshine. Jump in the ocean. Say the truth that you’re carrying in your heart like hidden treasure. Be silly. Be kind. Be weird. There’s no time for anything else."

@BillAckman more Google for BRK. I hope you are right about MSFT, as I own PS and PSUS

From the article- “President Trump’s investment holdings are maintained exclusively through fully discretionary accounts independently managed by third-party financial institutions with sole and exclusive authority over all investment decisions,” the spokesperson said. “Trades are executed and portfolios are balanced through automated investment processes and systems administered by those institutions.”

@davelevinthal @samuellarreal_ @LlanosJackie @NOTUSreports This is completely false. Blind trust. You are a moron. Stop spreading lies!

Trump personally bought and sold millions of dollars worth of stock in technology companies and government contractors early this year, and many trades coincided with favorable regulatory decisions. From @samuellarreal_ & @LlanosJackie of @NOTUSreports: notus.org/money/donald-t…

@JoshMandell6 (and no dilution from the convertible feature)

By repurchasing and canceling $1.5 billion, the firm immediately reduces its total outstanding debt. This lowers future repayment obligations and improves the company's leverage ratios, which will be viewed favorably by credit rating agencies.

@RoKhanna @nytopinion So was Swalwell, remember?

Thomas Massie is a man of character. He is the type of Congressman our founders envisioned. I hope his constituents will see the courage, independence and sincere love of country he brings to the job. nytimes.com/2026/05/14/opi… via @NYTOpinion

@simbabossdog @redhotnerd Sadly, he can probably vote in California-if you know what I mean

@redhotnerd this dude lives in PA hahahahahhaha

Spencer, I wasn’t going to do this. It’s not worth my time. Seriously. But your dinner check the other night was $682 . Hope that helps. Don’t be a dick to the service staff where you stay. I’ve got your breakfast order, and the list of made up food allergies you claim. You’re just lying; stop. @TMZ

@Saffron_Sniper1 What's more impressive? That guy has been with those turtles for 120 years. 😁

These two giant turtles have been fighting each other for more than 120 years. According to the zoo, one turtle stole the other’s food 120 years ago, and since that day they became enemies. There hasn’t been a single day where they don’t fight for 2–3 minutes😂

@SRuhle Looks like someone didn't buy that last dip

NVDA stock rose 4.4% today, adding $240 billion to its market cap. That change is larger than the ENTIRE market cap of all but the largest 42 public companies in the US. NVDA added more market cap today than the entire market cap of RTX (formerly known as Raytheon). This is not normal.

@AdamBLiv Please excuse my question as I am bit late to this. Why are you comparing money earned to money raised? I'm sure the comments will be all over me.

Strategy just sold ~$1.16 billion of STRC today. Permanent capital in Bitcoin going to the balance sheet. ~14,155 Bitcoin acquired - all they have to do is pay 11.5%. For reference, Palantir just reported a net income of $871 million... for ONE QUARTER. Yes... Saylor just raised ~$250 million more in one trading session than Palantir's Q1 NET INCOME. Palantir trades at a 150 P/E ratio. Which growth story do you think the market is undervaluing?

@ColeMacro @Strive Is it a dividend or ROC?

$SATA Updates: - First security in history to pay daily dividends - Beginning 6/16/26, pays on business days, ~250x per year - APR maintained at 13% through June '26 @Strive now holds 15,009 Bitcoin (~$1.2B) with zero debt & $ASST is the only BTCTC w/ pref only amplification.

@ewarren Your money where your mouth is or your teams money?

We can’t just say we need to win back the Senate. So I’m putting money where my mouth is. Our team has raised over $800K for state Democratic parties, including the competitive Senate battlegrounds. Let's win and then deliver change.

@Scaramucci Isn't this cute

Let me talk about my marriage for a second. We've been together sixteen years, married twelve. We almost got divorced when I was in the White House. My wife probably hates Trump almost as much as Melania does — and that is a very high standard of hatred. She knew things about him from friends and she really didn't want me to go work for him and we were fighting for other reasons on top of all that. We reconciled because I believe relationships shouldn't be transactional and they shouldn't be disposable. If you love each other and somebody makes a mistake, you can't throw the whole thing away because it didn't go perfectly. No marriage is perfect. Every marriage is a work in progress. But I can honestly tell you we're closer today than we were before any of it happened. That's the only good thing I can say came out of those eleven days.

@ClutchPoints @CraigCartonShow An adorable please click me post.

"The Caitlin Clark thing is over. Because she's not the best player in the WNBA... she's not even the best guard from her college class... She's Jeremy Lin. This is just Linsanity. She's gonna fumble this." - Tyrone Johnson 😳 (via @CraigCartonShow)

Bro must have felt so good after this fart of the century

Pyramid of the best investors ever. Who is missing?

@AdamBLiv Have you done a similar analysis for MSTR?

🚀ASST 2026 MOON MATH🚀 ASST is set up for absolute monster performance, and this is simply because the market is recognizing the balance sheet is set up for a MEGA-AMPLIFIED Bitcoin move, and it is materially de-risked via the funding mechanism of perpetual preferred equity (SATA). Using today’s ASST tracker snapshot: 15,000.5 BTC $505.95M debt + preferred 20,542 sats per basic share ASST price: $16.88 That gets you to roughly: Current CEBE: ~11,940 sats/share Current CEBE value: ~$9.62/share Current ASST / CEBE multiple: ~1.76x Now assume ASST simply repeats April’s capital raising pace, about $71.13M per month, for the rest of the year. If that money is raised through preferred-style senior capital, then at flat BTC, common CEBE is basically unchanged. Why? Because the new BTC is offset by new claims. So the upside case is not “they bought more BTC, line go up.” The upside case is drag compression. If BTC rises, the fixed dollar senior stack shrinks in BTC terms, while the enlarged BTC treasury reprices upward. That is when common starts getting paid. My implied ASST projections, holding today’s CEBE multiple constant, and April's pace is repeated each month with ZERO GROWTH: BTC flat at $80.5k → $16.88 BTC to $120k → $33.24 BTC to $150k → $45.31 BTC to $200k → $65.00 BTC to $250k → $84.33 BPS can show “growth” even when common got nothing. CEBE shows what common actually owns. If ASST keeps raising at April’s pace, then at flat BTC the structure is mostly neutral. If BTC rips, the preferred wrapper starts turning into a compression engine for common equity. That’s the whole game.

@breakfastclubam @LorenLorosa When you love the Kirk joke and hate the Floyd joke, you lose the argument. Sheryl's set was great!

🚨Sheryl Underwood speaks out about the “inappropriate jokes” made during the Kevin Hart Roast and makes it clear that roast jokes aren’t meant for mainstream consumption. “Sometimes political correctness doesn’t fit in comedy.” Tap into the latest w/ @lorenlorosa !

@BitPaine And I'm here for it

Do you understand that the United States Government, acting on behalf of legacy banks, is about to hand $STRC a de facto near-monopoly* on yield for the entire twenty first century? Do you understand what that means? Unless you are irresponsibly long $MSTR, I don’t think you do, but I assure you Saylor does. * $ASST, $MTPLF, et al. will be players as well, so technically an oligopoly, but given the size of the $MSTR lead and the impossibility of any competing entity attaining similar scale, $STRC will command the risk free rate for the digital credit market.

@JoJoFromJerz @Acyn Apparently the 28 people that watch CNN

@Acyn Why the fuck do they keep trotting this idiot out there? Who is asking for MORE Scott Jennings?

Scott Jennings defends Sean Duffy filming a reality show for 7 months. Abby Phillip plays a video of Jennings attacking Buttigieg for taking paternity leave. Phillip: It’s okay to acknowledge when you’re wrong. Jennings: What was I wrong about?

@AdamBLiv How about MSTR leaps?

Why buy MSTR instead of Bitcoin? Depending on who you are and what your philosophy is, maybe you shouldn't! A lot of people get into Bitcoin because of stateless money and sovereignty, myself included. When I view how I allocate my capital through my own personal lens of risk, I always come back to self-custodied Bitcoin being the LEAST RISKY asset to retain value that I've worked hard in my life to gain. But this does not mean there isn't a place in the world for risk capital. Investing your money isn't being a "fiat maxi". Especially when you price things on a Bitcoin standard. Just because you inherited a system where assets are commonly denominated in fiat and on fiat rails, there is absolutely nothing stopping you from pricing things in Bitcoin as your standard for capital allocation. I believe that the concept of equity will persist as long as there are freely acting humans in a marketplace wanting to provide value, goods, and services to people. Even in a Bitcoinized world, do the hardcore "never sell your Bitcoin for anything" people really believe that Bitcoin won't be used for commerce or investments? Personally speaking, I do not spend my Bitcoin, but when acquire fiat I absolutely allocate risk capital in addition to buying Bitcoin every day. Having a degree of sovereignty is very appealing, but what a lot of people forget is that protecting purchasing power matters a lot more for a lot of people. Entry matters in investing, but MSTR has clearly demonstrated that using leverage enables you to protect more purchasing power than holding spot Bitcoin. Are you accepting more risk? Absolutely, 100%. But when you actually run the math it is very easy to see why people take the risk. If I take $180 right now and buy Bitcoin, and never touch my wallet, I will receive X amount of Bitcoin, and that amount of Bitcoin exposure will never change unless I add or subtract from it. If I take $180 and buy 1 MSTR share, the management is acting to increase my Bitcoin exposure per share, currently with a stated goal of doubling my Bitcoin per share over 7 years. Can they do this? To me, it seems like they can. Am I accepting more risk? Absolutely. Let's start with MSTR at $180 per share. Bitcoin at $80,000. Suppose we are investing on a 14 year time horizon. MSTR is at $180, they have a 33% amplification ratio, they double your Bitcoiner per share every 7 years, and the mNAV rerates to a 1.5x. Bitcoin goes up 20% per year. Mechanically, this simply means MSTR outperforms Bitcoin. By a LOT. We're talking about a 75x vs a 13x return. Can management actually achieve results? That is the entire question, and that is the risk you are taking by purchasing the stock. If you got into Bitcoin for pure sovereignty and sound money, that's amazing and we have that in common. But burying your head in the sand by ignoring that a lot of Bitcoiners just want to protect their purchasing power, and will accept the additional risk to protect more of it, while investing in something that is made economically feasible by Bitcoin, it's hard to ignore how this is a very practical path to achieve this objective. I think it is rational to view this speculative attack on fiat as a positive for the Bitcoin ecosystem because this is how adoption was always going to occur. If that doesn't fit your definition of "Bitcoiner", what happens? Does someone need to be 100% allocated to Bitcoin, or does someone need to price things in Bitcoin, and allocate capital accordingly to the Bitcoin hurdle rate? Or does someone need to spend Bitcoin at every turn and only use it as money? These are purity tests, and I would argue largely a waste of time to argue against others for violating your own personal standards. Is someone going from 100% BTC to 99% BTC / 1% MSTR not a Bitcoiner anymore? It is much easier to love Bitcoin, and simply acknowledge that humans will act accordingly to their unique interests, and that there are absolutely merits of walking different paths.

@RealJayWilliams Why are you whispering?

The Oklahoma City Thunder in a nutshell..