Mostly Peaceful Drones

@RapSheet Are you stealing @FabrizioRomano tagline?

Oh here we go.

@PeterSchiff @saylor Has there ever been someone more obvious about having self-serving incentives than @PeterSchiff? The only reason you spend time and energy talking about bitcoin is because it has drained liquidity from the asset that you promote. Simple as that.

.@Saylor dodged my argument that $STRC is a Ponzi by saying, “Peter thinks Bitcoin’s a Ponzi scheme. Peter is not really a lover of anything in this space.” But I’ve called Bitcoin a new variant of decentralized Ponzi. STRC is different: a classic centralized Ponzi run by $MSTR.

@JoshMandell6 This is brilliant. Thinking all the capital that will buy this product which then flows into BTC. Flywheel effect.

The fact that the Strategy Board held the dividend payment on STRC constant at 11 1/2 percent indicates to me that they are already aware of more demand at these levels, presumably a fraction of which was just waiting until we got closer to month-end and, now, the record date. Either way, I figured it was a good idea to scoop some up between 99.40 and 99.42 on April 28th. If and when they approve the change to semimonthly payments, one would not expect to see STRC trade below 99.50 again. I keep thinking that perhaps they're aiming to have STRC wrapped by a bank and therefore are aiming to contain volatility at 1/2 percent or less. I say let the bank eat the rest of that volatility and earn 2% for their troubles. That's a hell of a lot of money in the banking world.

@toddarcher Did Jerry say “and you’re getting the best GM”?

On the call with the Cowboys, Devin Moore told Jerry Jones, "You're getting the best corner in the draft."

@EricBalchunas “Suitcoining” 😂😂😂

High level suitcoining here. This is how you talk to Boomers. Mapping risk allocation to port allocation is smart/ prudent, limits nasty surprise potential and helps behavior.

@KobeissiLetter Imagine dumping your stocks base on what he said.

BREAKING: S&P 500 futures erase -$550 billion in market cap in 25 minutes as President Trump delivers his address to the nation on the Iran War.

@shanaka86 That’s a long way to say you don’t understand the difficulty adjustment.

BREAKING: The people who literally produce Bitcoin are selling it. Not retail. Not governments. Not hedge funds. The miners. The entities closest to Bitcoin’s supply schedule, the ones who burn electricity to create the asset, are liquidating their treasuries to buy something else. Marathon sold 15,133 Bitcoin between March 4 and March 25 for $1.1 billion per SEC filings. The proceeds went to repurchasing $1 billion of its own convertible notes at a 9 percent discount, capturing $88 million in savings while cutting debt by 30 percent. Marathon’s treasury dropped from 53,800 BTC to 38,689 BTC per CoinDesk. The company revised its treasury policy in early March to explicitly allow selling mined and held Bitcoin for the first time. Core Scientific sold its entire treasury of 2,537 BTC in March per Coindoo, then secured a $500 million loan from Morgan Stanley to build AI data centres. Analysts expect 71 percent of its revenue to come from AI and high-performance computing by year-end. Bitdeer liquidated its entire treasury to zero in February per CoinShares. IREN exited Bitcoin reserves entirely and announced $3.6 billion for AI expansion with 23,000 NVIDIA GPUs deployed and a Microsoft contract per Coindoo. Riot sold 1,818 BTC in December 2025 and 383 BTC in November per CoinShares. Holdings dropped to 18,005 BTC. Collective public miner sales exceed 15,000 BTC from peak levels per CoinShares Q1 2026. Here is the trans-domain connection nobody else has drawn. Iran bombed Qatar’s Ras Laffan gas complex. Energy prices spiked 30 to 45 percent. Bitcoin mining margins collapsed to $57 to $129 per megawatt. AI data centre colocation pays $200 to $500 per megawatt. The war that was supposed to make Bitcoin a safe-haven asset is simultaneously destroying the economics of producing it. The same energy shock that drives the risk-off narrative driving BTC price upward is crushing the miners who create the supply. And the miners are not buying gold with the proceeds. They are buying GPU clusters. They are signing 12-year contracts with CoreWeave worth $10.2 billion. They are leasing 15-year campus deals with Hut 8 worth $7 billion. They are building the physical infrastructure of artificial intelligence with the cash they raised by selling the hardest money on earth. The producers of Bitcoin have found something they consider harder than Bitcoin: compute. Meanwhile, Strategy added roughly 15,000 BTC in Q1 2026, taking total holdings above 500,000 per its filings. BlackRock’s IBIT ETF absorbed $1.9 billion in net inflows in March per Bloomberg. Fidelity and Ark added another $900 million combined. The miners are selling. The institutions are buying. The difficulty adjustment is rewarding the pure-play survivors. And the network’s security is narrowing to a smaller set of dedicated operators. This is Bitcoin’s most profound stress test since the halving. The entities that create the asset are voting with their balance sheets that superior alternative yields exist right now. The entities that accumulate it are voting that its scarcity premium survives. Both sides are rational. Both are responding to the same energy shock, the same halving math, the same AI boom. One side produces Bitcoin. The other side collects it. The war between the producers and the collectors will determine whether Bitcoin’s monetary properties survive the decade in which artificial intelligence became the superior use of electricity. open.substack.com/pub/shanakaans…

@napoli1875 @TheLightUponYou @BosniaNTBall Wales

@TheLightUponYou @BosniaNTBall Who has Bosnia actually beaten recently?

Current weather at Bilino Polje Stadium where we will host Italy. 🎥:DnevniAvaz #BIHITA 🇧🇦🇮🇹

@ZeroHedge_ Even index funds like VTI, VOO etc?

@ZeroHedge_ Understood but there’s also something to be said for not getting too cute with long term horizon retirement type investments.

@Mmmm222222233 @IFTVofficial Chiesa has burned the bridge that was built to replace the bridge that was burned.

@IFTVofficial The only line up for Italy now Donnarumma Palestra Scalvini Bastoni Calafiori DiMarco Barella Locatelli Tonali Esposito Retegui Look forward to a day a squad includes: Ahanor Leoni Reggiani Kayode Ruggeri Pisilli Lipani Inacio Vergara Chiesa Kean Camarda Tresoldi

Italy’s probable XI vs Northern Ireland 🇮🇹 Still a few decisions for Gattuso: • Buongiorno / Gatti (if Bastoni isn’t fit) • Politano or Palestra • Kean or Esposito Thoughts??

@ZeroHedge_ Follow your passion, do what you love instead of what has been traditionally thought to be the path to success. At the same time, learn how to use AI tools so that you’re not “AI illiterate”.

@TirahAtt @BillAckman Look up “lucid interval”

@BillAckman It took me less than a minute to find out there's an ongoing investigation and that apparently the man who was punched was walking around and talking on a cell after he was punched but before he collapsed. Why do billionaires not check out stories? amny.com/news/midtown-s…

This can’t be true.

@thealepalombo @non_acta40437 Ale, can you clarify your statement "the right to enter and stay, not living 183+ days"? Do you mean, one should not exceed half of the year to avoid tax consequences? Also, is it renewable after the first 3 year renewal? Grazie!

Hold on, “residency” here means the right to enter and stay, not living 183+ days and therefore becoming tax resident. Italy is not crypto-friendly on taxes: standard rates apply. Crypto capital gains are treated as “miscellaneous income” and taxed at 26% (rising to 33% on January 1, 2026 under the new budget law). Alternatively, you can opt for an 18% substitute tax on the value of your crypto holdings.

Can Bitcoin buy you residency in Italy? Yes, and unlike other countries, Italy gives you the visa before you invest. Italy’s Investor Visa requires a €250k startup investment with no stay requirements. You get a 2-year visa, then 3-year renewals indefinitely as long as the investment remains. BTC funding is possible, although converting to fiat first is usually more efficient. Withdrawals open every 24 months, even in BTC. Portugal works differently: you invest first and wait months for approval. It is still the strongest EU citizenship pathway without relocating, even after the upcoming changes. Italy flips the model: approval first and capital later, making it extremely flexible overall. I recently discussed all of this with Bitcoin Magazine along with the broader Bitizenship journey. I hope you enjoy it!

@JoeyMannarino @davidonchainx $STRC

@davidonchainx Where’s a savings with 12% interest?

How to escape the matrix (easy): - Make $600,000 - Put it in a savings account with 12% interest - Earn $72,000/year in passive income - Travel the world and enjoy life What's holding you back?