yst0291

$MSTR isn’t weak. It’s being pinned. Hedge funds and traders are running the BTC-long / MSTR-short trade, crushing mNAV toward 1 betting Saylor can’t escape. But every week BTC/share rises. The spring keeps tightening. When the trade breaks, shorts must unwind and buy MSTR back. If issuance slows, the snapback will be violent. Don’t miss it.

@TheHarmonX This is not true. I am a victim of this CB social engineering scam by this group on May 3rd and had my case reviewed by CB Support. They said I didn't qualify as part of the 1% of leaked accounts. Obviously, there were more than one leak that they know of. Crooks #CoinbaseLies

For affected customers, there's some relief: Coinbase will reimburse victims of scams from this breach – but only if scammed before May 15th. After that date, customers must stay on high alert.

Coinbase just lost $400M in the most embarrassing way possible: Their own employees sold out customer data to hackers. CEO Brian Armstrong had 2 choices: pay the $20M ransom or fight back. His response in the next 24 hours shocked the entire industry. Here's the wild story:

Coinbase $COIN hired dirt cheap CSR agents in India, Pakistan, the Philippines or God knows where and they accepted bribes from a gang of cyber criminals who made off with tons of customer data including: 🚩 Names 🚩 Phone #'s 🚩 Gov ID images 🚩 Account balance and tx's I've said it before and I'll say it again; Coinbase is not a serious company, and they're NOT serious about protecting their users. Only the worst of corporate legal schmucks could spin this catastrophic failure as "protecting our customers and standing up to extortionists". That horse already escaped the barn when you pay people peanuts and they take bribes to steal client PII. What an absolute clown show. Honk. Honk. 🤡

There's nothing I'd trust less than a Coinbase $COIN trading bot. You'd have to be out of your mind to wire them a single penny given their security failures, much less trust their AI to trade on your behalf.

🔥MICHAEL SAYLOR'S 200 IQ MASTERPLAN TO SIPHON THE $140 TRILLION FIXED-INCOME COMPLEX INTO BITCOIN🔥 @Saylor has engineered a 4-layer Bitcoinized capital stack: - 3 tiers of preferred equity - The legacy ATM - All non-recourse to Bitcoin itself - Only one dilutes common float The result? A sovereign-grade capital engine that harvests TradFi yield capital and transmutes it into BTC-per-share torque. 🧵Let's break down the genius masterplan 👇

Several asked for a summary of the @Strategy $MSTR earnings call — especially as it was technical and required math to follow. I enlisted chatGPT Deep Research to summarize 20 key takeaways and of course no financial advice! TLDR:👇

New List: The Richest People in Bitcoin Bitcoin Wealth Estimates by Xavior 1️⃣ Satoshi Nakamoto: ~1,100,000 BTC ($71.5B) 2️⃣ MicroStrategy (Saylor): ~190,000 BTC ($12.3B) 3️⃣ Winklevoss Twins: ~150,000 BTC ($9.8B) 4️⃣ Tim Draper: ~120,000 BTC ($7.8B) 5️⃣ Barry Silbert: ~78,000 BTC ($5.1B) 6️⃣ CZ (Binance): ~70,000 BTC ($4.5B) 7️⃣ Brian Armstrong: ~60,000 BTC ($3.9B) 8️⃣ Tesla/X (Musk): ~43,000 BTC ($2.8B) 9️⃣ Matthew Roszak: ~35,000 BTC ($2.3B) 🔟 a16z: ~31,000 BTC ($2.0B) 11. Anthony Di Iorio: ~28,000 BTC ($1.8B) 12. Blythe Masters: ~25,000 BTC ($1.6B) 13. Roger Ver: ~20,000 BTC ($1.3B) 14. Charlie Shrem: ~18,000 BTC ($1.2B) 15. Mike Novogratz: ~16,500 BTC ($1.1B) 16. Chamath: ~15,000 BTC ($975M) 17. Jack Dorsey: ~14,000 BTC ($910M) 18. Gavin Andresen: ~12,000 BTC ($780M) 19. Trace Mayer: ~11,000 BTC ($715M) 20. Jihan Wu: ~10,000 BTC ($650M) Est. BTC price: $65,000 | Total: ~2.03M BTC ($132B) #Bitcoin #Whales #BTC #Crypto

Looks like this will be a fun one

Global asset landscape - 2025 update! In 2023, there was $900T of global wealth. Today, that number has grown to $1000T. THREAD on the key insights of this analysis...

BREAKING: $7 TRILLION CHARLES SCHWAB CEO SAYS IT'S "ON A CLEAR PATH" TO LAUNCHING #BITCOIN AND CRYPTO BUYING "WE HAVE A VERY GREEN LIGHT FROM REGULATORS TO ENTER CRYPTO." 🚀

Strategy will have a stronger balance sheet than Apple within 18 months.

🇺🇸 $7.2 BILLION BROWN UNIVERSITY JUST BOUGHT $4,900,000 WORTH OF #BITCOIN ETF ENDOWMENTS ARE BUYING BTC!!! 🚀

Interesting how subdued $MSTR implied vol remains relative to Nov melt up given streak and spot $400 🤔

I don’t normally speculate on short-term #Bitcoin price action — but some friends of mine have provided some fascinating perspectives that I want to share.🧵 👇 Bitcoin is up 25% from its April 9th low and there’s a handful of indicators that show a major bull market around the corner. Starting with the Average Miner Cost of Production. In a rational economy, assets rarely trade below their cost of production. Now, what it costs to “mine” a Bitcoin is different for every miner – machine type, electricity cost, and uptime all play a role — but the analysts @blockware have aggregated data to create a metric called the “industry average”. This metric has timed each of the past 6 Bitcoin bottoms: September 2024 November 2022 September 2020 March 2020 December 2018 April 2016 This metric is signaling a bottom right now.

Last week, I sat down with @saylor to discuss all things Bitcoin, including why so many legendary investors like Warren Buffet get it wrong. "Bitcoin is digital capital and a paradigm shift ... you can't blame someone in 1890 for not appreciating the potential of electricity."

#Bitcoin has topped in the last two cycles at the trendline from the prior cycle's early bull market. I don't know if it means anything, but I've always found it interesting. If this trend continues, it would mean: ~$300k in the next 12 months ~$800k in 2029

Accretive Dilution. Increase BTC per share. Leverage Capital market instruments. Increase Volatility BTC per share (h/t @dgt10011). Active Management. mNAV Expansion. Full Business Optionality.

Just as there were Bitcoin investors before and after the Blocksize War, there will be Bitcoin Treasury investors before and after Strategy Rebrand— The players will look slightly different and the banners will superficially shift, but the culture war will be exactly the same.

It’s amazing to see @RayDalio explicitly talk about what we bitcoiners knew all along would be the end game, but the reason it is so shocking is because Ray absolutely adored China for years—which can only mean one thing: The dedollarization threat is nearer than you and I know

FINALLY! The Second Round with @JeffBooth. He said after recording to me: "I haven't gone down so deep on the Subject on any Podcast before!" This is a MUST-WATCH. Share it with your Bitcoin & Precoiner Friends: