@dotkrueger MSTR can't go to a few bucks in a bull run, because selling BTC to buy stock would be accretive and push MSTR price up
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Yaraskinforit
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@ChichBull Bitcoin doesn't need mass capitulation to turn around
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@JoshMandell6 It is going below 1 eventually. The company is worth assets minus liabilities, not assets plus liabilities.
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@AverageDevelop @Justin_Bons The security budget is lower than it was in 2017.
corecharts.com/app/metric/sec…
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BTC is a mass collective delusion
Not that different from the tulip bubble, dot-com bubble, or the more recent subprime mortgage crisis
The truth is that mass self-custody is impossible, inflation will increase beyond 21M & security is falling
BTC is an emperor with no clothes
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@hillery_dan @apsk32 Both the bitcoin and fiat maxis will not allow Saylor to be the champion of money
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@QuantumDom My understanding for $BTC here is the following:
- The supply is still fixed, even if lost coins are gradually quantum-recovered once.
- Using new addresses prevents public keys from being exposed.
- Running a quantum computer may cost more than the target coins.
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Something that I’ll never really fully grasp is the absolute unwillingness for the $BTC community to recognize that there exists a real threat to the entire network.
The cost-benefit analysis is a no brainer here. Why risk the farm with hubris?
Dom Andrzejczuk@QuantumDom
New paper puts hard numbers on the Quantum threat to $BTC and Ethereum. Breaking the signatures: ~1,200 logical qubits. Best 2026 machine: ~100. A 400-500x gap. And ~1-in-6 odds of a code-breaker by 2035. Real, bounded, and mostly fixable. Time for the BTC maxis to wake up 🧵
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@infraa_ @calvinfroedge Having a monopoly on space must be valuable
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@calvinfroedge In just the after hours trading, it added the entire market cap of Starbucks
Starbucks earns twice as much revenue as SpaceX
x.com/infraa_/status…
Robert (infra 🏛️⌛️)@infraa_
Today, SpaceX added ~$410 billion in market cap That's about the entire market cap of Bank of America, the 2nd largest US bank Just in after hours, it added another ~$110 billion That's more than the entire market cap of Starbucks, who made 2x as much revenue as SPCX ($37B SBUX vs $18B SPCX)
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@infraa_ The floor has already fallen out everywhere else. I think the AI trade is over now too.
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With Hyperscaler capex over the next 12mo estimated at $700B-$1T, and their free cash flow growth rate running -34% YoY, more and more must issue debt to fund the AI trade
Who will buy it?
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Advanced Asia + Europe are short oil and oil prices are soaring
GCC, who usually run massive surpluses (ie huge creditors to RoW) are having those decimated from SoH closure & decline in tourism revenue
US is a *huge* net debtor, requiring external financing
Who will fund it?
Robert (infra 🏛️⌛️)@infraa_
I mean, I have been talking about this since the very start of the war, but whatever It's not theory, it's just an accounting reality- GCC current account surplus 🔽, outbound capital 🔽 Many forget where that "$18 trillion" in pledged investment (lot for AI) originated
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@king_puj @scottmelker Every country will have nukes eventually
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I wish a lot more people understood this incredibly simple concept
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@dotkrueger AI is not close to replacing software developers. It makes bloated messes, even with the latest models.
With token subsidies going away, expect to watch demand shrink in a hurry.
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@juan_gonzalesP If a better money than BTC comes along, then it will be behind one layer of obsoletion.
Dollars and Gold would be behind two layers of obsoletion. Good luck to them.
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@GrantCardone @saylor No, we are realists that didn't ape in, saying "Ah'm gonna Bah" at 100k.
He's fucked. And by margin called we mean bankrupt, belly up, straight to jail for ponzi scheming like Bernie Madoff. It will happen.
Google: saylor sec fraud, saylor tax fraud, his ass-kiss masters thesis
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You guys suggesting @saylor is going to be margin called are master “click” baiters.
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@w_s_bitcoin I bet we get one more diminishing return cycle, turn 100k into support, then start getting accelerated return cycles.
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@MichaelMOTTCM World's best leading indicator. Represents people's savings globally.
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@operationdanish I get what you're saying but the bear market would have to last for decades for Strategy to run out of funds
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BTC prices at which treasury companies have 0 net equity:
$MSTR: ~29,000 USD
$ASST : ~39,000 USD
$MTPLF: ~11,000 USD
Makes for a wild narrative about liquidation, but it's never realistically forced.
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Agreed. @marsspitsbarz is funny as hell
FF: @marsspitsbarz
yellow.🍌🍞@ICOffenderII
Yellow can't believe that @marsspitsbarz only has 2.5k followers. The guy is one of the few that still is around and produces funny asf original content in our timelines. He will make you laugh, he will make you think and he will definitely trigger you. Give him a follow ffs!
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@TravisBiziorek My SaaS employer ran a trial to let developers outsource their work to remote copilot agents. In the end, the adoption rate was 0%.
AI is great at starting software projects and terrible at finishing them. Market's got to realize that.
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Please continue to keep an eye on $KOSPI and/or $EWY
It's telling you what's coming for US markets BEFORE it happens.
$EWY topped on June 1st. $SMH topped on June 3rd.
$EWY is now trading aggressively through its 21 day EMA. For those unaware, most swing/position traders will use that EMA for closing positions, and usually a DO NOT TOUCH until it's reclaimed.
Meanwhile, $SMH is trying to stage a "bounce" off its 21 day EMA as aggressive traders lean into that level.
But if $EWY is leading and showing us the way, do you really think that's a good risk/reward play?
Travis Biziorek@TravisBiziorek
As I type, $KOSPI is down 3.3% You should care. SK Hynix and Samsung Electronics make up nearly 50% of the index now. WTF does that mean? They're both memory names, like $MU and they've also been on parabloic runs. WHEN these runs end/unravel it won't be isolated to $KOSPI. We'll see the same thing happen in $MU $SOX and $QQQ (to a degree). All the fanboys will tell you this time is different. Ironically, they were the same ones laughing at the silver/gold bugs early this year.
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