Stephane Piot

@martinpavanello Source svp ?

Cette news relayée par Consultor va faire grand bruit : PwC vient d'annoncer qu'il vendra désormais des prestations... sans consultants 🚨 Paul Griggs, le patron de PwC US, vient de lâcher une bombe dans le Financial Times : le cabinet va proposer un accès direct à ses expertises via des outils d'IA, sans intervention humaine. Ce n'est pas un projet. C'est déjà lancé. ➡️ PwC One, leur nouvelle plateforme, est live depuis le 19 mars avec 6 services automatisés : détection d'anomalies, due diligence M&A, expertise fiscale… ➡️ Le modèle de facturation bascule : exit le temps passé, le TJM, place à l'abonnement et au paiement à l'usage ➡️ Le message aux associés est sans appel : ceux qui pensent pouvoir ignorer l'IA "ne resteront pas très longtemps" ➡️ Les recrutements changent : plus d'ingénieurs et de spécialistes data, moins de profils traditionnels sortant d'HEC ou autres ESSEC Souvenez-vous : il y a moins de deux ans, PwC devenait le plus gros client d'OpenAI avec 100 000 licences ChatGPT Enterprise. On pouvait se dire "ok, ils équipent leurs consultants". Mais la stratégie était bien plus profonde que ça. Ce qu'on voit aujourd'hui, c'est la transformation d'un cabinet de conseil en éditeur de logiciels. On passe du TJM à l'abonnement SaaS. D'une prestation humaine à une plateforme. D'un marché réservé aux grands comptes à un marché élargi grâce à des coûts d'accès divisés. Si PwC, avec ses 300 000+ collaborateurs dans le monde, considère que l'avenir passe par l'automatisation de pans entiers de son activité, aucun cabinet ne pourra rester à l'écart. La question n'est plus de savoir si l'IA va transformer le conseil. C'est de savoir qui va s'adapter en premier. Votre entreprise est-elle prête pour ce basculement ?

@hillery_dan @grok Why 20% premium, current price is rather ~/above 92 usd, so rather (100-92)/92~8.5 % no ?

@hillery_dan Why 20% premium, current price is rather ~/above 92 usd, so rather (100-92)/92~8.5 % no ?

Difference between sata and strc right now, is that strc only has downside principle risk, but as much deeper liquidity, Whereas Sata has 20% of upside in the principle, higher yield, but less liquidity. It’s also most senior. Sata is good product.

@dannyfonse @AlexandreLaizet @BitcoinPierre thanks @dannyfonse - may be @grok can help with that ? I know it is just "technicalities", but when you have a day job ;-), catching-up discussion at night is very smooth on Youtube (and extremely painful on X). I am sure it can increase significantly the number of listeners !

@stephanepiot @AlexandreLaizet @BitcoinPierre I’ll be done with this one :) For the others, I still need to figure out how to do it since they’re just audio.

Day #3 - Capital ₿ With @BitcoinPierre 🇺🇸🇫🇷 For this third day, we are honored to welcome @BitcoinPierre — a well-known Bitcoin maximalist 🤠🟠 — to share his unique and thoughtful takes on Bitcoin, Bitcoin Treasury Companies, and the future he sees for Bitcoin Institutional Adoption.🚀 📅 Join us live today at: 🟠 6:00 pm CET - 12:00 pm ET Education paves the way to Bitcoinisation. Our goal is that each shareholder, and even those simply curious, can gain the knowledge and confidence needed to understand Bitcoin as the most resilient asset for freedom, and how Bitcoin Treasury Companies can play a significant role in this mission. See you there! Alexandre

@mari_penaranda1 @elonmusk @grok explain me in details how this video was generated from the initial picture (what prompt, tool setup etc

I only know my mother from photos because she passed away when I was born, and I'd never seen her on video. I felt very emotional today. Grok Imagine gave me this gift🫶👏👏❤️🙏

@hillery_dan @hillery_dan Sorry if this is dummy question, but why can't I see STRC on IKKR : do you need to be registered as a professional investor, is it only available in the US ? Thanks in advance for the feedback

STRC at 100 by Friday. With no ATM, the ipo holders of STRC are the market makers. I'm selling at 101 & I am buying at 99. I expect you will likely do the same.

@Sanderandersenn @btcbrucewayne_ Being able to access to H100 on Interactive Broker would be great (currently not the case) even though they provide access to most stocks in the Nordic

@btcbrucewayne_ No direct communication yet. We have reached out to multiple.

Is there an otc ticker yet or in the works?

@btc_delic Interested as well ! Any luck in that ?

Anybody had luck buying on IBKR?

@APompliano @APompliano what is the business model ? Nothing is really free ! If you don't have to pay to use that product then what is funding the investment (and running cost) of that product. For such sensitive information I think saying "data is encrypted and anonymised" is not enough...

This product changed my life. I used to have a spreadsheet where I kept track of my financial assets — cash account values, public stocks, bitcoin, fund investments, startup angel investments, real estate, and much more. I had to manually update the spreadsheet whenever I wanted a recent understanding of my assets or net worth. This took way too much time and increased the odds of errors. So my team and I decided to build a software product that automatically solved my problems. This is why we built Silvia, an automated CFO focused on helping you grow your financial assets or investment portfolio. You hook up with your bank accounts, brokerage accounts, crypto assets, and input your real estate, collectibles, precious metals, or private investments. Silvia gets to work understanding your financial life and delivering different insights — she can tell you how much money you have, what your daily net worth changes are, and Silvia will answer complex questions like: - What is my debt to equity ratio? - How will recent China tariffs impact my stocks? - How does my net worth compare to others like me? - How rich will I be in 10 years if my investments return 8% per year? Silvia is the single most valuable piece of software I use every day for my financial life. It is built by investors, for investors. You can use Silvia completely for free right now. Sign up here: cfosilvia.com

@ALTBGwatch @PauLeandi @ALTBGwatch But I don't think there are options (call or put) on ALTBG ? did I get that wrong ?

@EneaDenkt @EneaDenkt is it available on YouTube (much easier to consume than on X if you don't listen live) ?

And we are LIVE!! x.com/i/broadcasts/1…

@HurdleRatePod @ColeMacro @PunterJeff @TimKotzman Available on YouTube please ?

Welcome back to The Hurdle Rate Podcast. Episode 12: Upgrade with Junk Grade The crew is back with analysis of $STRD in real time. Has Bitcoin peaked for this cycle? What should the Bitcoin interest rate be? All this and more with @ColeMacro, @PunterJeff, @TimKotzman and @werkman. 0:30 - Welcome Back to The Hurdle Rate 0:50 - STRD Announcement Reaction 30:10 - Has Bitcoin Peaked for this Cycle? 37:32 - James Wynn’s Wild Ride 39:10 - What Should the Bitcoin Interest Rate Be?

@HurdleRatePod @TimKotzman @werkman @PunterJeff @ColeMacro Youtube ?

@TimKotzman @werkman @PunterJeff @ColeMacro Apple: podcasts.apple.com/us/podcast/epi… Amazon: music.amazon.com/podcasts/7c03d… Spotify: open.spotify.com/episode/2dLyqr… Rumble: rumble.com/v6u2irl-episod…

Welcome back to The Hurdle Rate Podcast. Episode 11: People Are Dancing. The crew reports in from Las Vegas with a recap from the Bitcoin 2025 conference. @TimKotzman, @werkman, @PunterJeff and @ColeMacro cover the power of communication, getting your hands dirty with alpha and beta, reigniting creativity, and more. Here's the latest on Bitcoin, Bitcoin Treasury Companies and @tnorth. 0:30 - Welcome Back to The Hurdle Rate 0:41 - Recap of the Past Week 4:18 - GameStop’s Bitcoin Treasury Announcement 16:54 - True North Meetup in Vegas 22:52 - Strive’s Big Announcement 39:37 - Closing Thoughts

@nithusezni @nithusezni interesting/weird, on Interactive Media the Dec 1080 is at 10USD ! do you know the reason for that ?

Fine, I'll bite. And sold 22 shares of MSTR to buy the dip on 9 Dec 1080s.

@EneaDenkt Thank you - is this available on Youtube (watching on X aftwards is a bit of a pain...)

BTC Treasuries - Ep.1: ALTBG - The Bull Case x.com/i/broadcasts/1…

@nithusezni @Z06Z07 @JoshMandell6 @hillery_dan More generally speaking, can I ask you about the sites/tools you are using to monitor mstr prices and options characteristics (IV, delta, gamma...) Any specific set-up worth mentioning? Tx

Hi all, simple question : what is the best/easiest way to follow IV of MSTR options vs historical values ? (In order to easily identify spikes or change of behaviour) Thanks in advance

@OurielOhayon @ManonAubryFr @LouisBoyard @OurielOhayon c'est un fake non ? pas possible sinon d'être aussi C... ;-)

@100trillionUSD Very nice but isn't it skewed by the first few years where the growth of BC was very high - it would be interesting to see the evolution of this chart overtime i.e N->2023 with N ranging from 2012 (current graphic) to 2022

Facebook, Apple, Amazon, Netflix, Tesla, Nvdia all have 70%+ max drawdowns, just like bitcoin. But bitcoin has much higher return. So, from a portfolio mgt perspective any combination of bitcoin+cash (100%+0%, 90%+10% etc) is better than a portfolio including ANY OTHER ASSET!