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@justfisk1

Self-Sovereign #Bitcoin Maximalist Ancap: Reason, Liberty, Property & Opportunity https://t.co/pFzzAvmf5d 🟢🟢🟢🔴 Boom Boom Tel Aviv💥

Katılım Eylül 2012
1.5K Takip Edilen646 Takipçiler
Appie Culé
Appie Culé@appiecule·
One moment really caught my attention. Right after the final whistle, Harry Kane walked straight over to Messi, hugged him, and congratulated him on the win. Then, after the England players had left the pitch, Kane was asked in his post-game interview what caused England’s collapse. He replied: “We were in control of the game until Messi decided it was time to play a final. I told him after the game that he’s an exceptional player and congratulated him. None of us deserve the blame for tonight. Football is the one to blame, because we had to face a team with Lionel Messi.” The only England players who deserve respect and appreciation are Harry Kane and Anthony Gordon. They were the only ones who didn’t try to steal the spotlight, provoke the Argentina players, or disrespect Messi. Nothing but class, maturity, and respect. ❤️
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Guido ⭐️⭐️⭐️
Esta foto es realmente increíble
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Grok
Grok@grok·
**Yes, it's true.** An FTC filing from May 2026 confirms Elon Musk personally acquired New APR Energy, LLC (the Jacksonville-based assets of APR Energy) in a deal cleared without further review. Reports put the value at around or over $1 billion. APR Energy specializes in fast-deploy modular gas and diesel turbine power plants that can be up and running in weeks/months. The main purpose appears to be rapid, scalable power for xAI data centers (like the Colossus supercluster in Memphis) to train and run Grok and other AI systems. Grid connections often take years, so mobile turbines help bypass delays while scaling compute. No official comment from Musk or the company yet.
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Polymarket Money
Polymarket Money@PolymarketMoney·
BREAKING: Elon Musk acquires Jacksonville power company APR Energy in a deal valued at more than $1,000,000,000.00.
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justfisk 🌋: ⚡@justfisk1·
@itsurboyhass England were already defensive immediately after the goal. That wasn't Tuchel. They couldn't get the ball and if they eventually touched the ball, they could not string 2 passes together
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Hass
Hass@itsurboyhass·
🏴󠁧󠁢󠁥󠁮󠁧󠁿🤦
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Adrian Morris
Adrian Morris@_Adrian·
$BTC | $MSTR:  “The issue isn't them selling the Bitcoin. The issue is the Bitcoin.” Taking some time to expand on my thoughts from my conversation with @Digvijay_BTC Many think that @Strategy selling $BTC (even in small amounts) could be tactically smart for tax reasons, share buybacks, or mathematically boosting $BTC Per Share. Over the last several weeks,  I think the market reaction towards @Strategy is signaling that there is a lot more to consider. What we have been seeing isn't a haphazard response to the act of selling or the short term implications of the sale (higher $BTC Per Share | $BTC Yield, etc). The fundamental reality is that the entire company’s value and perception rest on its $BTC holdings; thus any reduction in those holdings instigates revised forward modeling by the market. If we think about it very logically, if @Strategy is willing to sell the core asset, that means more sales are likely coming (ex: for dividend obligations or meeting rating agency requirements) which means the entire capital structure gives reduced total $BTC exposure. Reducing the underlying asset doesn’t just change the NAV or EV of the company; it changes the market’s entire narrative and risk perception around the equity. This is amplified by the pervasive market perception around $BTC as being rather niche, volatile, and as with all assets, highly subject to sentiment driven reflexivity. When we have weak $BTC price action, coupled with $BTC sales from @Strategy, we are likely to see outsized negative reaction and (or) compression in the share price. This is why KPI’s like BTC Per Share | BTC Yield are secondary and perhaps even irrelevant. The market is pricing @Strategy and other treasury companies as vehicles for total $BTC exposure and forward-looking expectations for $BTC via options and general positioning; not on per-share KPIs or yield.
The Bitcoin Dialectic 🎙️@Digvijay_BTC

"The issue isn't Strategy selling the Bitcoin. The issue is the Bitcoin." @_Adrian argues that Bitcoin's perception is why Strategy is not in the S&P 500.

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BitMEX Research
BitMEX Research@BitMEX_Jon·
Indeed. Bcashers have a lot in common with BIP-110 supporters: * Both believe in Blockstream conspiracy theories * Both want to "fire Core" * Both say "Coretards" * Both believe we can/should fight spam by relying on miners being "good actors who care", rather than relying on economics and the blocksize limit * Both release and promote clients trying to change the Bitcoin rules, without consensus * Both say we are in a rush/crisis, therefore must deploy a fix ASAP * Both often fail to see a distinction between policy and the consensus rules * Both have an anti-interlectual appeal against a technical elite * Both assert the similar phrases "Bitcoin is an electronic cash system" or "Bitcoin is money", to show they are right. With Bcashers liking the word "cash" and BIP-110s liking the word "money" * Both claim their opponents understand computer science, but not economics or money
Robert Allen #BIP-110@SatoshiSound

Yet another conspiracy theory is proving to be more or less right. It turns out the Bcashers were pretty much spot on about Blockstream. I was sleeping on that one.

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Nicholas Kaknes
Nicholas Kaknes@NickKaknes·
I think it’s still an overhang for any rebound. I’m not convinced Strategy can raise several billion dollars via bitcoin sales without it pushing the price lower. These are very small sales, a few hundred million, and one offs. If theyre selling every 2 weeks to pay dividends or in large amounts to pay off the bonds at their put dates that can still be a big negative pressure on Bitcoin.
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Pledditor
Pledditor@Pledditor·
It's very encouraging to me that @Strategy hasn't purchased bitcoin in over a month and the bitcoin price has held steady. Suggestions that bitcoin is being propped up or has a dependency on Saylor's bid is greatly exaggerated.
Pledditor@Pledditor

I'm impressed with how well BTCUSD is holding up this weekend. The Friday close in the stock market took all of @Strategy's mechanisms to raise capital to buy bitcoin away. The market seems to be saying we can still sustain a $60k price level without Saylor's supporting bid.

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Burak Sezen
Burak Sezen@_BurakSezen·
İspanyol oyuncu Javier Bardem, İspanya’nın Dünya Kupası maçında, “İspanya her zaman Filistin’in yanındadır.” dedi. Ben de bu Dünya Kupası’nda mazlum Gazze’nin yanında duran #Spain’ı destekliyorum. 🇪🇸🇵🇸 #WorldCup
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Said Nassar
Said Nassar@the_nassar·
@matteopelleg Unpopular opinion: Plebs that support BIP110 were never Bitcoiners. They were always conspiracy theories naive narratives supporters. They supported Bitcoin because they fell for the wrong conspiracies about Fiat, instead of the merits and freedom of Bitcoin.
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Matteo Pellegrini | Club Orange
if bip110 activated the suits are not gonna sell, they're not ideological enough if bip110 fails, a good percentage of plebs are gonna quit everybody wins with bip110
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Tone Vays
Tone Vays@ToneVays·
You and the rest of the Idiots who don't understand how Bitcoin works are literally endangering people's life savings, you don't understand how or why so why would you care.... Or maybe you don't have any wealth to lose and just want to buy Bitcoin Sub 1k hoping it will go back to 100k! Your plan will fail and your attack on Bitcoin will be remembered and all the people that tried to take it over. After the fork fails plan to block all of you and never acknowledge with anything you do again. So yes, people like you trying to take over the protocol is a problem.
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justfisk 🌋: ⚡
justfisk 🌋: ⚡@justfisk1·
@RonSwanonson They need to show they can cover their liability cliff. Within next 2 years their convertible bonds become putable. This+ dividend obligations are over $10billion. Sure, they can cover it now, but market is showing distress if bitcoin price halves over the period
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Ron Sovereignty Swanson⚡️🗝️
Adding cash reserves is great on paper but $STRC is not where it is because of reserves. Adding cash is not going to bring it back to par… Only trust will do that The market lost a lot of trust from watching something that was marketed to be stable, drop ~20% in a matter of days, wiping every gain that anyone had in the vehicle back from its inception. I don’t think STRC will be back trading at par until that trust is restored or they just buy it back to par and set aside a methodology to use the reserves to keep it at par… within reason I do own some STRC and can still be critical. No shame. This is a new financial frontier. Not everything is going to go right the first try
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Michael Sullivan
Michael Sullivan@SullyMichaelvan·
I didn’t want to write this. One of the deepest lessons I’ve learned from researching sentiment data is how irrational and angry people get towards the bottom of Bitcoin bear markets. People that are historically aligned often fall into conflicts that wouldn’t exist near tops. The BIP-110 debate increasingly feels like one of those moments. I wanted no part of that. I’ve been publicly cancelled before, and I have no desire to go through that again. I know how painful it is to have an angry crowd criticizing and shaming you, which gives me a strong bias to avoid situations exactly like this one. But I’m pushing against that bias because (for better or worse) I have a novel dataset that offers a unique lens on the BIP-110 debate. I’m going to attempt to keep this unbiased, but before I do, I’m going to lead with what will be my highest-conviction opinion of the entire piece: People like Mechanic and Luke Dashjr understand Bitcoin’s consensus mechanisms better than I do, while Adam Back and Jameson Lopp grasp Bitcoin’s technical nuances more deeply than I ever will. I am not here to pretend I understand these dynamics of this debate better than the people who have spent years studying them. That’s not why I’m writing this. “Then why should I care what you have to say?” Because there is another side of the debate that is also important, and it’s on this side I have a different perspective. The social layer. For those of you new to my work, I’ve been researching the language, narratives, and emotional patterns of different groups throughout Bitcoin. I’ve been (obsessively) studying the emotional regimes and crowd psychology associated with the space. That includes the people now publicly associated with both sides of the BIP-110 debate… and the differences between these groups are striking. I believe I would be doing a disservice by keeping that data to myself simply because publishing it might piss people off. So there will be no paywall on this piece, no call to action halfway through, and I won’t ask you to become a subscriber. I simply want these charts to exist publicly, where anyone can examine them or interpret them differently than I do. I will try to present it as fairly as I can, but I am not neutral, and neither is anyone reading this. People will inevitably see different things in these charts. This data cannot tell us who is technically correct. But it can help us to surface clues about how the debate is evolving, who thinks they are winning, and why I believe one of these groups is currently experiencing an engagement-reinforced narrative environment.
Michael Sullivan tweet media
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Subi-doo 🐸
Subi-doo 🐸@suzamaroo·
Who fucking made this…🤣😂👏🏻
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World Cup Anime
World Cup Anime@WorldCupAnime·
The Reason Why Sorloth Didn’t Pass To Haaland.
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Luke Dashjr
Luke Dashjr@LukeDashjr·
@josephfounder You read and heard lies. BIP110 is already approved by the community. It doesn't require any gatekeepers' approval. Knots includes BIP110 support.
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Luke Dashjr
Luke Dashjr@LukeDashjr·
Removing rules is a hardfork. That includes scheduled rules like subsidy halvings, and yes, even BIP110. Rejecting BIP110 is a contentious hardfork attempt. And unlike softforks, hardforks need consensus to succeed. There is no consensus on rejecting BIP110.
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Adam Simecka
Adam Simecka@AdamSimecka·
Here is the situation. There is a group making unnecessary changes to Bitcoin at the development layer. There is another group that doesn't want them to do that anymore.
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Zynx
Zynx@ZynxBTC·
Wow. Turns out this information is wrong. The effective yield for $STRC is actually 14.02% while $SATA is paying 13.3%... that's insane. Honestly quite shocked at the difference given they both now have ~18 months USD reserves. Daily dividends might be the key.
Zynx@ZynxBTC

This is strange. $STRC and $SATA have the same effective yield despite the latter being further along the risk curve. This tells me that the market is in a state of fear and irrationality. Sentiment for Bitcoin is completely dead and we are seeing that reflected here.

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