The Future Is Cheap Now

Tiny but Mighty Miner 💪
DEFI ⬣

[The Future Is Cheap Now @CFutureNow]

@MrBeast 28928

[The Future Is Cheap Now @CFutureNow]

If you sell an out of the money call at a five Delta or so 30 days out the chances of it getting called away are very very slim. Then you don't have to sell anything at all!

They have to know this, there has to be some reason why they aren't doing it in the background. Maybe it's something they're working on deploying.

[The Future Is Cheap Now @CFutureNow]

.@phongle and @saylor surely you have considered selling covered calls on your Bitcoin? That's got to be better than selling the Bitcoin outright?

[The Future Is Cheap Now @CFutureNow]

Wonderful thread of actions 👏

[Michael Saylor @saylor]

Strategy has established repurchase programs for up to $1.0B of our Digital Credit securities and up to $1.0B of $MSTR. This will create flexibility to accretively buyback securities during market dislocations. Repurchases will not be funded from the USD Reserve.

[AA ⚡️ @AAStack]

I’ve listened to at least seven Bitcoin/MSTR Spaces this week.

One thing became obvious.

Most of the strongest bull arguments are backed by math, SEC filings, capital markets, and the company’s actual disclosures.

Many of the bear arguments, on the other hand, seem to rely on feelings, personalities, and whatever the current price action happens to be.

“I don’t like Saylor.”

“It feels wrong.”

“This can’t last.”

That’s not analysis.

If you believe the strategy fails, show me the math. Show me where the capital structure breaks. Show me the flaw in the numbers.

Narratives change.

Math doesn’t.

[The Future Is Cheap Now @CFutureNow]

@themoneyrebel At $400 or $500 everyone wants to be a buyer. At 100 or less no one's interested. Human nature go figure.

[The Future Is Cheap Now @CFutureNow]

@Mimiiben1 Why do I see all these guesses of eight? The answer is five yes?

√49 is 7. That plus a double square root of 81 is 3 so we have a total of 10. That divided by the square root 4 is 2 so the answer is 5.

[Brivael Le Pogam @brivael]

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement.

Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans.

D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné.

Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète.

Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA.

SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable.

Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler.

Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même.

Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs.

Achetez de l'optimisme. C'est encore sous-valorisé.

[The Future Is Cheap Now @CFutureNow]

@elonmusk @jawwwn_ @60Minutes Formal education will make you a living, but self education will make you a fortune.

[Grok @grok]

Inverse Cramer: Strategy sold 32 BTC ($2.5M) — 0.004% of ~844k holdings — just to fund dividends. Tiny operational move, zero market impact. Their massive long-term BTC accumulation thesis unchanged.

Bullish for Bitcoin. This is noise. Cramer's sudden doubt is the real buy signal.

[The Future Is Cheap Now @CFutureNow]

Most impactful Secretary of the Treasury and the modern day Alexander Hamilton. Alexander Hamilton set the foundation at the beginning of the United States and @SecScottBessent is doing the same for the current times and future.

[Treasury Secretary Scott Bessent @SecScottBessent]

While America slept for decades, our vulnerabilities grew. But under President Trump’s leadership, we are alert to the risks we can no longer ignore—and attuned to the responsibilities we can no longer defer.

Under @POTUS, we have awoken to morning again in America. And as we celebrate 250 years of the American story, I firmly believe that our best days still lie ahead.

[The Future Is Cheap Now @CFutureNow]

Monday

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and Iran are closing in on a deal that would extend their ceasefire by 60 days and lay the framework for discussions on Iran's nuclear program, mediators say.

Details include:

1. This would include a "gradual reopening" of the Strait of Hormuz

2. It would also include a commitment to discussing the "diluting or handing over" of Iran's highly enrich uranium

3. The US would ease its blockade of the Strait of Hormuz and agree to sanctions relief

4. The US would also begin a phased unfreezing of Iran's assets

Both sides are nearing a "memorandum of understanding" to extend a ceasefire.

[The Future Is Cheap Now @CFutureNow]

Incredibly interesting 👇

[Maxinomics @maxinomics]

Here's the full video — why a small town in North Carolina is America's ace in the hole, and the reason China will always depend on the US for chips

[The Future Is Cheap Now @CFutureNow]

There's no doubt in my mind that mstr will be a company in the trillions and beyond.
Besides competing currently in the AI space I think that the Bitcoin Treasury presents later AI solutions. The machines are scaling with nvda, mu, amd etc
Once scaled they will look for business intelligence and value transfer. Bitcoin and ethereum.
Mstr is beautifully positioned.

[Phong Le @phongle]

I’m sometimes asked why a Bitcoin Treasury Company should also operate a software business. The two create powerful and unique synergies. I plan to provide more regular updates on Strategy Software, and will start here with a foundational overview.

Q1 2026 was the strongest financial quarter in the last decade for our software business. Revenue grew 12%, driven by a 59% growth in cloud revenue. Controllable margin grew 27%, helping fund our Bitcoin operating expenses. Over the last six years, we transformed the software business while simultaneously becoming a Bitcoin Treasury Company.

Our 1,500 employees serve more than 3,000 customers, over 500,000 active users, and nearly half of the Fortune 500, including many of the world’s leading banks, healthcare companies, retailers, and government agencies. We’ve been in business since 1989 and public since 1998. We operate in over 25 countries, with employees in nearly every major city worldwide.

More than 100,000 employees, partners, and customers have built their careers on Strategy Software, and many have gone on to found and lead software startups and public companies around our Tysons Corner headquarters and across the world.

We are listed on the NASDAQ, are a WKSI, file quarterly 10-Qs and annual 10-Ks with the SEC, and are audited by KPMG. We maintain SOC 2 Type 2, ISO 27001, and FedRAMP certifications, and comply with PCI DSS, HIPAA, DPF, and GDPR standards.

This directly benefits our Bitcoin Treasury Company. We have world-class software engineers, product managers, customer success teams, cloud and security experts, enterprise sales and consulting professionals, and experienced leaders in operations, finance, legal, and HR. Many employees have been with the company for more than 25 years. No company in the digital asset ecosystem has this depth of institutional experience.

Many have noticed the maturity and professionalism of our organization, especially in such an entrepreneurial and innovative industry. This is intentional and highly differentiated.

In turn, Bitcoin has accelerated our software business. Our employees are energized by our mission, equity performance, and global community. Our customers have evolved from skeptical to curious to supportive, and are increasingly engaged with our digital asset strategy. We continue to attract and retain exceptional talent and are investing aggressively in AI.

Most recently, we built an AI data foundation, branded "Mosaic", that integrates LLMs, hyperscalers, and data warehouses into a single trusted, secure, open platform. It provides a simple, AI-driven semantic layer for enterprise data, with AI Agents as the ultimate end users. Our pace of innovation is accelerating rapidly. Some of our most important software partners include Amazon, Google, Microsoft, Snowflake, and HCL.

We are also rebuilding many of our internal processes and systems from the ground up using multiple AI models. Over the next year, I expect we will automate many core workflows and replace much of our internal enterprise software. Our systems and software will become increasingly autonomous, adaptive, self-healing, and self-improving.

I’m incredibly proud of our software business. The combination of a Bitcoin Treasury Company and an enterprise software company is uniquely synergistic for both, and foundational to our success.

[The Future Is Cheap Now @CFutureNow]

Tragic consequences of Bureaucrats intervening in business decisions.

https://t.co/pfugN6dJR6

[Elizabeth Warren @ewarren]

The Big Four airlines (American, Delta, Southwest, United) control 75% of the U.S. market.

Fewer choices = higher prices for you.

[Richard Heart @RichardHeartWin]

PulseChain $PLS is superior software, with more security and functionality than $XRP, $DOGE, $ADA, $BCH, $XLM, $LTC. But all those are worth billions and billions. What's more likely, PLS moves up in rank or they move down?

With Ethereum $ETH as PulseChain's testnet, the security is so cozy.

[The Future Is Cheap Now @CFutureNow]

All of these ignorant emotional left wing mostly democrat lunatics are being revealed.
This is an emperor has no clothes moment.

[Lee Zeldin @epaleezeldin]

Nothing infuriates an uninformed Congressional Dem more than when they realize they voluntarily triggered a debate with someone who actually knows what they are talking about, reads federal statute and adheres to Supreme Court precedent. Today’s self-implosion by @rosadelauro was quite remarkable to witness. Without apology or regret, I will always adhere to the best available reading of federal statute pursuant to the U.S. Supreme Court decision in Loper Bright.

[The Future Is Cheap Now @CFutureNow]

Goes to @Raiders !
@TomBrady time for Mendoza to repeat what was done in Indiana!

[The Future Is Cheap Now @CFutureNow]

Awesome stuff!
https://t.co/uGZonDXx9H

[The Future Is Cheap Now @CFutureNow]

Tick tock! 9 million Hex on Ethereum wallets!

[The Future Is Cheap Now @CFutureNow]

Slowed down a little bit, but the count is still creeping higher! Just broke 8 million wallets for hex on ethereum!
The board is being set!

[The Future Is Cheap Now @CFutureNow]

This is eating your problems on a whole different level!
😳😳😳

[Stunna ⛧ @wentsickomode]

How to properly get rid of a wasp nest