Ed Krassenstein Based on Trump's statement that Intel is "giving" $10B to the US, that appears to reverse the actual flow—the US is investing $8.9B for a 10% stake, per official details. The facts indicate funding was provided, not received.

The Kobeissi Letter 🦔 When margin debt grows 67% faster than the market rally it's supposedly funding, I'm seeing a classic late cycle phenomenon where investors are essentially doubling down on their bets using borrowed money. The comparison to 2000 and 2021 isn't just academic; these were both

Mark Harvey Okay, so ChatGPT asked whether I'd want "halving stripes". Still not sure what that was supposed to mean, but this was pretty neat! So, the dates are at top, and the halving-month is marked with a blue ring.

"This rally is built on bedrock."

Hear, hear. Sensor Fusion is *obviously* better than a single sensor. Elon is straight out lying - this is purely cost. Your brain does fusion all the time, seeing, hearing, feeling, heat sensing - tasting! You might feel your way for a bump in the wood, or hear the siren on the

«Let’s kill the spam! Let’s hound those willing transaction payers TF out of town!!» - morons.

Bitcoin monthly return %-matrix. Data up to 2025-08-25. Avg/median excludes 2010/2011. Tea-leafing 🌿: We're in a green year. 🟢 September is gonna be sideways/bad. 😬 October is Uptober! 🚀 Followed by Moonvember! 🌕 🤞🤞🤞

This is a good point: Tether - THE stablecoin issuer, the literal OG - is making a BITCOIN treasury company. Not Ethereum.

Bo Hines on SBR: "It's coming" Just yapping, or actual truth?

Strategy was just snubbed in a S&P 500 change: S&P 500 just had an addition due to "Sycamore acquired Walgreen Boots Alliance": Interactive Brokers was added. Why not MSTR?

From a reply in this thread, linking to a PDF. Here are two interesting dates marked - the ordinary S&P 500 rebalance update announcement (Friday 2025-09-05), and the effective date (2025-09-19).

Nvidia earnings today - options implies +6.1% swing post earnings, $270 billion dollars. Those are crazy numbers.

The $MSTR $543 ATH is an illusion and everyone basing their mental models around it are not only doing themselves a disservice but psyopping themselves out of what is very clear and obvious a consolidation period after a massive uptrend $543 was the blow off top amongst the most

To believe Bitcoin's primary purpose is for payments is to misunderstand the following realities: ▪️Nearly the entire planet faces a store-of-value problem (an inflation problem) ▪️Developed countries don't have significant payments problems... neither from a tech nor censorship

Interesting.