UNO

Think critically. Make the world a better place.

[UNO @Atlfins]

@accidentalorbit @Speculator_io And what will be the catalyst to drive their earnings down to 0?

[UNO @Atlfins]

@Rajatsoni A mortgage is a loan for the purpose of buying a home, a BTC backed loan is a loan presumably using BTC as collateral, and the funds can be used for anything. How is this even remotely comparable? Is there a point here or just bot content

[UNO @Atlfins]

@_The_Prophet__ It’s not that liquidity flows into speculative risk investments have dried up, it’s that BTC is no longer an attractive speculative risk investment. AI offers hundreds of real companies with enormous spec upside. Even in crypto, Kalshi derivatives offer far more spec return.

[UNO @Atlfins]

@tkzxbt @marc02200 Lagging a stock index with significant more tail risk

[UNO @Atlfins]

@tkzxbt @marc02200 Down significantly against pretty much any stock index on the 5 year. Trend will continue

[shah @shahh]

Bitcoin was fun while it lasted.

Trillions of dollars flowed into an asset that produces nothing, yields nothing, and depends entirely on the next investor paying more than the last.

It started in the darkest corners of the internet, then got scrubbed clean and rebranded as “digital gold” and a “store of value” — buzzwords used by people who wanted exit liquidity.

This is shaping up to be the biggest wealth wipeout the world has ever seen. It was always a casino, and the house is about to pull the plug.

[UNO @Atlfins]

@BTCBama @JackTopher88 @My_Gavyy @Jack_Raines There’s no magic number where he “gets liquidated”. But you’re crazy if you think MSTR could survive a multi year downturn

[UNO @Atlfins]

@BTCBama @JackTopher88 @My_Gavyy @Jack_Raines He’s a ceo of a public company. He has fiduciary duty to holders of MSTR, not holders of Bitcoin. When is line of preferred’s tank to 0, his stock tanks another 70%, he will have to do SOMETHING.

[UNO @Atlfins]

@Brennanokeefe @VladTheInflator @Strategy @PunterJeff @Werkman @Z06Z07 @ChrisMMillas There’s nothing special about the company that you have to spend hours studying. If you know what preferred stock is, you know what preferred stock is. They’re not an exception

[UNO @Atlfins]

@CapitulationINC @UrbanCourtyard @conorsen Because golf is cheap

[UNO @Atlfins]

@palmBTCx @Rajatsoni Sure will be, so long as by better place you mean a place where most people are poor and desolate and a few people hoard tons of wealth.

[UNO @Atlfins]

@Rajatsoni A world without credit. Sounds wonderful! Surely there will be lots of economic growth with a small few owning all the assets and no way for anyone to access that capital.

[UNO @Atlfins]

@danjstefanski These are great. Do I need to upgrade from foundational planning to have this?

[UNO @Atlfins]

@MauiBoyMacro @Houseofyogi It’s silly to compare post ‘08 and post ‘29 by GDP. It’s very easy for a less developed country to accelerate its GDP growth. All they have to do is major infrastructure govt spending projects. Same concept as a how a mature company cannot hyperscale like it can in its infancy

[UNO @Atlfins]

@dotkrueger The entire investment is a momentum trade. Since it has no real utility, no real value, the only reason to buy is if you think you’ll cash out higher later. No reason to think it’ll go up or down besides sentiment. Purely momentum based.

[UNO @Atlfins]

@Rajatsoni Horrific advice

[UNO @Atlfins]

@theswansjr Nobody says that. The fact is that if you have economic growth, and you don’t grow the monetary supply, you end up in a downward deflationary spiral that kills growth.

It’s basic math. The only way to avoid deflation with a capped supply currency is to have zero growth.

[UNO @Atlfins]

@Rajatsoni BTC concentrates wealth to a much greater extent

[UNO @Atlfins]

@mitchellaskew If BTC captured half the value of the world we would live in an extremely poor and desolate world

[UNO @Atlfins]

@mitchellaskew Sure sure