What makes Google's data center flex announcement today so significant, in my view: (1) These are the first known contracts between a hyperscaler and US utilities around AI data center flexibility; (2) This is the first known case of US data center flexibility being incorporated

Coinbase is raising $2B worth of converts, telling about where we are in this "cycle." The last time Coinbase raised via debt was (checks notes) September 13, 2021.

All the accounts telling you that you will become millionaires have multiple paid revenue streams and paid services. Trading is NOT easy, they can't do it themselves so they need to take your money to do it. But first they need to butter you up and tell you how special you are.

What's very interesting is almost all of the OG's I know aren't. Today, different people are involved than the ones who were the most ideological, visionary and committed and got in at the ground floor Interesting

Same energy

Dark day indeed when software developers are convicted of conspiracy to operate an unlicensed money transmitting businesses. For those worried about precedent, it was unprecedented to bring these charges against SW & TC in the first place, the gov't does whatever they want.

Then we should ban options, ETF's and tradfi from participating in Bitcoin Cause they're just gonna extract extract extract

Typical Day as a Hedge Fund PM 6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks). 6:05 - Brew some coffee. 6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for

A bit sad how the GPT-5 launch is going so far, especially after the long wait and high expectations - The automatic switching between models (the router) seems partly broken/unreliable - It's unclear exactly which model you're actually interacting with (standard or mini,

Yessss get fucked you scamming piece of shit

He's going too far.

I'd like to remind you of something. There is no legislation passed for the US to actually acquire Bitcoin. They haven't bought one fucking sat. Now, the "spokesman" who attended every conference, every interview that asked, to repeatedly assure us the US wanted as much

alex The same reasons why they're falling for the treasury ponzi/pyramids They are financially incentivized to believe it can work

Someone stop him.

foobar/ Flood Control of the company is an under-talked about long-tail issue Saylor no longer has 50% of voting shares of MSTR. Dilution removes control from the ideological leader, making it much more likely for the board to force fiduciary actions if the company is under duress

In September, $11B worth of bitcoin options are set to expire, with a heavy concentration of call options at the $140,000 strike price. For August, the dominant strike price sits at $124,000, IMO acting as a magnet that keeps bitcoin’s price below its all-time high and with a

Why can’t (or won’t) the US tariff gold (a useless pet rock in many US investors’ eyes) when the US is sanctioning or tariffing oil and lots of other more useful goods? Good question for the mainstream financial media to ask the Administration.

In our latest report, we have reviewed some of the most interesting terms in the "Advisory service agreements" and "Asset management agreements" for the newest wave of crypto treasury companies Some of the agreements last 20 years and have attractive annual fees as a percentage