Sir Denny

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Funny how companies take on the personality of their founders/leaders… $MSTR: mathematical, scientific, innovative, highly technical with @saylor and @phongle $ASST: the spreadsheet, junior, up and coming version of mstr with @ColeMacro and @PunterJeff $NAKA: Loud, down but not out, Las Vegas, go big or go bk with @DavidFBailey $XXI: ambitious, energetic, unknown how this ends, difficult but doable with @jackmallers

@astocks92 @MoneyPrinter agree…

#TTP EOD-Any actual moves? x.com/i/spaces/1Oxwb…

Hudson’s Bay once owned 5% of the Earth’s land surface and now it’s a kiosk in a Canadian Tire

@PeterSchiff @AdamBLiv You missed the trade Peter. Get the next one…

@AdamBLiv And the price of Bitcoin is likely to be lower when thy get there than it is today. What does that tell you?

Strategy taking the week off from buying Bitcoin! They will still reach 1 million BTC by end of August!

Impressive @ryancohen stealth acquisition… I like the move and see the vision. Brilliant really.

@dom_lucre x.com/realstewpeters…

🔥🚨DEVELOPING: Tucker Carlson went to an extreme during his interview with The New York Times. Carlson claims Donald Trump has a “supernatural component” that makes people who get near him submit and went on to claim he believes Trump is casting spells on people and alleges that Trump once placed the same spell on him. Carlson: “And I think it probably literally is a spell. And the effect is to weaken people around him and make them more compliant and more confused. And I’ve experienced this myself. You spend a day with Trump and you’re in this kind of dreamland. It’s like smoking hash or something. It’s interesting, very interesting.”

@arielhelwani @Raelilblack Holy

Oh my word. This angle of the Benavidez finish is wild.

@PeterSchiff @phongle

Strategy CEO @phongle refuted my claim that $STRC is a Ponzi scheme by arguing it’s “transparent” and “very clear what we’re doing.” But I never accused Strategy of hiding the scheme. In contrast, I called STRC the most obvious Ponzi precisely because $MSTR is so open about it.

90-120 # of days for a credit card transaction to reach final, final, legal, network settlement.

Michael Saylor says working hard is the worst advice you can get "You don't want to make money by being talented and working hard, the robots are going to work hard, the cars are gonna drive themselves" "Once you train the AI on a Shakespearean sonnet, the AI will spit back sonnets just as good as Shakespeare in his prime, if you studied for 20 years to learn how to compose, that’s becoming less valuable just like writing a 100-page legal document" "Now you're gonna say to the AI, compose an entire network of trusts and wills for my entire family and then optimize it for which tax jurisdiction and implement it. And it's only gonna cost you $10 bucks and it used to cost $10,000,000... human capital is getting demonetized"

🎶 Rainstorm, get me away from the norm…amber is the color of your energy BRAINSTORM is the actual world???? No way!! What? Look it up. Wow Mandela

@OHare888 AI? Terrible fit. Time to move on ☠️💲🤣

Guys, rather than wasting your time with $EBAY which has already had a significant increase in their stock price over the last year on the back of tariff related buying & FX tailwinds, you should consider $WU as the acquisition would be a lot easier to swallow and comes with a significant amount of current revenue/FCF. Their new digital strategy which is currently being rolled out includes their Digital Asset Network (DAN) and their #stablecoin #USDPT as well as their global footprint +200 countries/territories. eBay has an EV of ~50B against ~11B in revenue, you’re paying $4.25 for every dollar of rev, 7x the multiple, before any deal premium. WU has an EV of ~2.55B against ~4.05B in revenue, you’re paying ~.63 cents on every dollar of revenue. Buying eBay requires a gigantic financing commitment, even before considering a deal premium. Buying WU can be accomplished with the cash on hand, even with a deal premium. You would get ~4B in annual revenue that management is confident will be increasing with the new digital strategy, ~922M in EBITDA, ~500k global agent locations, a live stablecoin USDPT & the DAN, ~10k new US agent locations from their recent Intermex acquisition closing in Q2, and a 170 year old brand with global name recognition! The payback period on the acquisition is under 3 years on EBITDA alone! @gamestop is fundamentally a collectibles & gaming marketplace, $WU gives @ryancohen something eBay doesn’t, a global payments infrastructure, real-time digital transfer rails, a digital wallet and fintech platform already built that’s growing at ~10-12% and could be turbocharged by GME’s brand and community. The stablecoin/crypto angle dovetails nicely with GME’s crypto-adjacent community, a genuine Web3 payments narrative that would electrify their footprint of global retail investors. Western Union moves money to/from many of the markets where GME could expand their collectibles business. Don’t sleep on it… @WesternUnion

Anyone paying $78,000 to buy Bitcoin is not getting in cheap. Based on the historic price range in which Bitcoin has traded since inception, $78,000 is a very high price to pay. Just because some people paid more, that does not mean paying less than they did is a bargain.

Clarity Act is now poised to accelerate the “Bretton Woods 3.0” framework that I’ve talked about. The yield “ban” is cosmetic & simply something for banks to tout as a victory. It bans stablecoins from paying you interest for just holding them: the way a savings account does. But it explicitly allows stablecoins to pay you rewards for using them: buying things, lending, providing liquidity, participating in any program.. Now consider that those rewards can be calculated based on how much you hold & for how long. I think that’s what we just call interest, but it will now be rebranded under a new name. So, the implications: - The fact that there is now a carve-out for stablecoin yield will accelerate the Bretton Woods 3.0 system. If the ban had been real (no yield in any form) there’s no reason for anyone to hold stablecoins over a bank account. Stablecoin adoption would flatline (especially in Developed Markets) & Bessent’s $3.7T target would be hard to achieve. This carve out keeps the incentive to hold stablecoins, which keeps the growth flywheel spinning. - CBDCs can’t compete. No central bank would design its digital currency to pay activity based rewards calculated by balance & duration (too close to monetary policy). However, dollar stablecoins can. So in every market where a CBDC competes against a $ stablecoin, the dollar product is economically superior. The Clarity Act now guarantees that advantage persists. - The dollar now goes global without permission. The new text allows platforms to pay incentives for payments, remittances, & settlement activity using stablecoins. That’s a subsidy for global dollar adoption funded by private companies (not taxpayers). Meanwhile, increasing Treasury demand in the background. For example, a Filipino worker now gets a rebate for sending remittances in USDC. There’s an additional incentive for him to now transact in stablecoins, which, unbeknownst to him, purchases American debt behind the scenes. A win-win for global stablecoin users & the American economy (fiscal situation). The compromise looks like a ban. But it’s actually a growth mandate. As I’ve stated, the US government needs stablecoins to scale because it needs someone to buy its debt. Bretton Woods 3.0

@OHare888 It’s ambitious. Turn existing stores into eBay drops. Game-efy auctions. I could see it. How will they fund it? That’s the important piece.

@sirdlmj makes a whole lot more sense then their current proposal...

Looks like $GME going to use store credit to make a run at $EBAY a company (dinosaur) 5x its size… lol Who they should consider is $WU a global company in the midst of a “digital” transformation with the introduction of their Digital Asset Network (DAN) along with their #stablecoin #USDPT… @ryancohen @gamestop + @WesternUnion 💪

@Longviewres Thx sir, agree

@sirdlmj Good things take some time, lets let them do this correctly and as shareholders we will get rewarded for the patience. Does not need to happen overnight, just let this cake bake.

$CGEH thoughts. Monday report remains on track, which I believe will be a very comprehensive comparative deep dive of not just $CGEH, but will also frame in $BE, $GEV, $ENR, $MUFG, $FCEL, and several others in the ecosystem. I only see increasing evidence that $CGEH has a path to greater equity and industrial upside, and eventually broader institutional ownership. Just last night $CGEH changed its official name to "Capstone Energy+" which replaces the former "Capstone Green Energy Holdings" name. Full disclosure, I have sold all gas turbine holdings, like $GEV, after this week given the $BE news with $ORCL, and see a much more robust upside thesis for $BE and $CGEH from here given their relevance to the AI Power build-out that is set to accelerate, discussed in the report I released below (use this article as a preview to the main report so you can understand what you are playing for here, don't forget to follow me so you get the alert once published). Not investment advice, do you your due diligence. Know what you own.

Up to 1GW of $CGEH modular microturbines, well proven in the field, are available for near-term delivery. They also recover exhaust heat to power datacenter chillers, offering state-of-the-art cycle efficiency.