berzerkr🌷

2.2K posts

berzerkr🌷

berzerkr🌷

@numeraire46

Chose you own adventure. Not investment advice. Views are my own and probably wrong.

4th dimension Katılım Mart 2020
335 Takip Edilen62 Takipçiler
berzerkr🌷
berzerkr🌷@numeraire46·
@ewarren Even if it could, politicians would find a way to waste it long before it reaches those programs.
English
0
0
0
5
Elizabeth Warren
Elizabeth Warren@ewarren·
A wealth tax on the top .15% of the richest families would generate $6.2 trillion in revenue. That could pay for: Universal childcare Millions of new homes Slashing child poverty Medicare for people aged 55+ Universal paid family leave Tuition-free community college And more.
English
12.8K
2.4K
9.7K
1.3M
MikeWMunz 🟧
MikeWMunz 🟧@mikewmunz·
“Why wouldn’t Saylor go buy a cash flowing business?” He’s been a founder of a public company for 30 years. He knows a heck of lot more about running a business than you do That’s why you spend all your time in Twitter Spaces asking these low IQ questions instead of building a business yourself He doesn’t need a cash flowing business to pay the dividends There is no business they could acquire that would grow profitably and expand to cover the tsunami of issuance of Digital Credit that is going to happen over the coming years If you could do that then why would you bother with Bitcoin at all. The only ones capable are the mag 7 and OpenAI/Anthropic. Bitcoin would be a foolish pivot for them. Makes no sense. They dominate the world already Strategy will issue $100 Billion of Digital Credit over the next handful of years The amount of companies with $1 Billion of FCF to pay out as dividends monthly is less than 50 companies worldwide The last time a top 50 company was acquired or merged: Never. The idea they should acquire a business to support dividend payments is not only one of the dumbest ideas talked about regarding Strategy, but even more foolish when you consider they already have a software/AI business with 1500 employees they’ve been operating for 30 years
English
6
1
39
1.8K
💕 Brittany Belle 💕
💕 Brittany Belle 💕@BrittanyinTexas·
Trump just spotted in Miami. He looks like hell. And it looks like hell won.
English
1.9K
901
8.3K
6.6M
berzerkr🌷
berzerkr🌷@numeraire46·
@rektmando There is no scenario is which this ends well. When you think about, every enduring principle of sound investing, growing FCF, share buybacks, prudent use of capital, focusing on common shareholders - he is doing literally the opposite. Can’t end well.
English
1
0
0
974
Mando
Mando@rektmando·
Saylor has lost it with this logic. He has now issued $10b+ of preferred stock at 10-11.5% and has capacity to issue $25b more. That means a dividend bill of $1-4b EVERY YEAR on a software business that makes no cash. He has pre-funded some of this bill for the next year by issuing common stock - but with the amount of preferred shares printed each week this is going to run out. The only option for this capital structure long term is either issuing $1-4b of common stock every year, turning off the dividend or selling BTC. This is now a timebomb.
Michael Saylor@saylor

Our BTC Breakeven ARR is ~2.05%. If Bitcoin grows faster than that over time, we can cover our dividends indefinitely without issuing new $MSTR shares. Track it in real time on our site. $STRC

English
286
64
1.1K
402.4K
Paz49
Paz49@BritisherPaz49·
That breed must be destroyed. Every single one of them.
English
2.8K
863
10.7K
1.6M
Common Sense Investor (CSI)
Common Sense Investor (CSI)@commonsenseplay·
Everyone needs to relax - this selloff in $NOW, $ACN, $PATH, $ADBE is getting overdone. I work in a corporate environment, and yes - I use AI tools like Claude and GPT every day to be more efficient: - Writing and reviewing documents - Drafting emails - Working in Excel - Getting up to speed quickly on new topics But here’s the reality: the core of my job hasn’t changed. We’re still in a people-first economy. Judgment, relationships, and decision-making still drive outcomes - not just tools. AI is an efficiency layer, not a replacement layer. And these companies are bringing AI efficiencies to their clients. They are not sitting out the AI benefit ride. Markets are pricing this like a full disruption. It’s not. Once the dust settles, I think you’ll see a sharp rotation back into quality software.
English
45
16
220
22.7K
Neil Jacobs
Neil Jacobs@NeilJacobs·
If the Bitcoin price moves up $500 a day for the rest of the year, BTC will be over $200,000. Just a thought. 🤨
English
30
26
475
13.3K
berzerkr🌷
berzerkr🌷@numeraire46·
@saylordocs For the sake of humanity, I hope this loser ditches the man bun. I mean…
English
0
0
0
153
Documenting Saylor
Documenting Saylor@saylordocs·
MUST WATCH: Robert Breedlove explains how $6 trillion of new money in 2020 equals 100 million years of stolen labor, or 2 million human lifetimes. One of the clearest metaphors for inflation ever given.
English
22
335
1.3K
36.6K
Common Sense Investor (CSI)
Common Sense Investor (CSI)@commonsenseplay·
BREAKING: Fed Chair Jerome Powell is expected to step down. Rates will come down meaningfully this year - now is the time $TLT
English
27
2
94
14.6K
berzerkr🌷
berzerkr🌷@numeraire46·
@phongle You are probably right. It’s probably nothing.
English
0
0
2
108
Phong Le
Phong Le@phongle·
In the last month, Morgan Stanley, Charles Schwab, and Citadel — among the world’s largest wealth managers, broker-dealers, and hedge funds — have announced plans to build Bitcoin capabilities. Probably nothing.
English
142
530
4.7K
143.5K
berzerkr🌷
berzerkr🌷@numeraire46·
@EdwardAmar46469 This nonsense is exhausting-how many times has this been said? Classic hard sales technique is to say LAST CHANCE! Toyota Camry, refrigerator, pick you poison.
English
0
0
3
49
Volatility
Volatility@EdwardAmar46469·
This is your LAST CHANCE to buy $BTC under 70k !
Volatility tweet media
English
13
3
39
2.6K
berzerkr🌷
berzerkr🌷@numeraire46·
@WOLF_Bitcoin_ They have been saying this for, um, 10 years. I award you zero points.
English
0
0
1
173
WOLF Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_·
🚨 HUGE: EX-PAYPAL PRESIDENT DAVID MARCUS SAID, "IN 10 YEARS, EVERY COMPANY IN THE WORLD THAT NEEDS TO SEND CROSS BORDER PAYMENTS WILL USE $BTC LIGHTNING NETWORK."
English
38
70
532
55.3K
berzerkr🌷
berzerkr🌷@numeraire46·
@SenWarren Before you know it, she will say “the average American family is making $85,000, if they paid just 10% more they would still have $76,500.” All of which would go to waste and enriching politicians, like Lizzy.
English
0
0
0
5
Elizabeth Warren
Elizabeth Warren@SenWarren·
Jeff Bezos has $222 billion. If he paid my wealth tax this year, we could fund insulin in America for everyone who needs it plus free school lunch for every kid in Texas—and have plenty of money left over. And Bezos would still have $215 billion dollars to spare.
English
31.2K
5.7K
27K
9.5M
berzerkr🌷
berzerkr🌷@numeraire46·
@capexbt He will collapse under his own weight. Only a matter of time…
English
0
0
0
160
cape
cape@capexbt·
One man owns 3.5% of all Bitcoin that will ever exist. And he’s not stopping. - charged by the SEC for accounting fraud in 2000. his stock crashed 62% in a single day - now holds more BTC than every government on earth combined - funding it with debt - in 12 months he will own 5% of supply - if he takes profit, Bitcoin would collapse - Satoshi created Bitcoin so no single entity could control the money supply. one man now controls 3.4% and is buying more every week People are hyping him up, but forget it goes against the reason Bitcoin was created. Against decentralization.
English
276
65
1.1K
518.5K
BrooklynDad_Defiant!☮️
BrooklynDad_Defiant!☮️@mmpadellan·
Folks are saying trump is currently at Walter Reed Hospital. Isn't that something the American people are supposed to notified about? Or are they going to continue hiding his stroke, bruised hands, cankles, medical device strapped to him...
BrooklynDad_Defiant!☮️ tweet media
English
1.2K
2.9K
11.5K
443.6K
BrooklynDad_Defiant!☮️
BrooklynDad_Defiant!☮️@mmpadellan·
TRUMP STARTED A DAMN WAR WITH IRAN SO HIS KIDS, ERIC AND DON JR, COULD GET RICH SELLING DRONES IN THE MIDDLE EAST!!! On top of that, he wants $1.5 trillion MORE taxpayer funds for his war, but nothing for American families. Y'all were mad about Hunter Biden selling a painting.
English
725
15.5K
44.6K
652.3K
Rock'n Roll of All
Rock'n Roll of All@rocknrollofall·
They say Steve Perry made Journey while Arnel Pineda saved Journey. In this video, they are going head to head performing 'Don't Stop Believin' What's your choice?
English
1.6K
217
2.1K
334.6K
Simply Bitcoin
Simply Bitcoin@SimplyBitcoin·
Buy bitcoin at $67k and wait 4 years. Thank us later.
English
48
29
458
10.6K
berzerkr🌷
berzerkr🌷@numeraire46·
@genesimmons I believe that. Sadly, the US government has an insatiable appetite for waste, so that $100 mm probably produced $20 mm of production.
English
0
0
0
66
Gene Simmons
Gene Simmons@genesimmons·
Timmy, i’ve paid more than $100 million in taxes. I’ve created thousands of jobs, which enabled thousands of people to feed their families. I’ve contributed millions to wounded warriors, pediatric aids and support 1400 African children. And what have you accomplished in life?
Timmay@hardrocker0048

@genesimmons So youre a loser because all you love is money? Wow, no wonder you sold your soul for money and you'll rot away as a band that held on so long that your reputation will be nothing for the rest of human history.

English
3K
4.8K
55K
2.2M