NeoBTC

[André Dragosch, PhD⚡ @Andre_Dragosch]

An open-source model is now better than the best closed model that the US government even restricted.

Read that again.

[zerohedge @zerohedge]

China is now leading the AI arms race after spending a tenth what the US did

[CG @cgtwts]

> be Kimi
> hear “Chinese open-source models are years behind” every week
> ship Kimi K3
> top the Frontend Code Arena
> outperform Opus 4.8 on every benchmark
> Fable 5 level coding but Sonnet price
> release the weights for everyone

this is the open source ChatGPT moment.

[Ed Zitron @edzitron]

One of the biggest lies of the AI bubble is that Microsoft, Google, Amazon and Meta are "growing because of AI."
In reality, they're using the continued growth of their other business units to cover the meager returns from AI, and the massive waste of their trillion+ in capex.

[Whale Insider @WhaleInsider]

JUST IN: 🇺🇸 Palantir $PLTR CEO says some U.S. Government customers have migrated to open source AI - The Information.

[Elon Musk @elonmusk]

Things won’t be measure in dollars then, just mass & energy

[The Bitcoin Historian @pete_rizzo_]

BREAKING: 🇺🇸 TREASURY SECRETARY JUST CONFIRMED

⚡️️THE STRATEGIC #BITCOIN RESERVE IS “ADVANCING WITH SPEED"
⚡️️THE CLARITY ACT WILL PASS “THIS SUMMER”
⚡️️CRYPTO LAWS ARE BEING BUILT TO LAST

WE ARE WINNING 🚀

[NeoBTC @Christi66033217]

I think the CASH RESERVE is probably the most misunderstood part of the SATA structure.

It’s not inefficient capital allocation.

It’s what creates confidence in the preferred.

If ~26% of proceeds are held in cash, Strive effectively prefunds ~2 years of dividends at a 13% rate.

That liquidity runway helps keep SATA stable through weak BTC periods and preserves access to capital markets.

And that’s critical - because it keeps the reflexivity machine intact.

Stable SATA → continued funding → BTC accumulation.

Then during BTC rallies: higher mNAV → accretive common ATM → even more BTC per share. 💪🏻

[NeoBTC @Christi66033217]

I think the CASH RESERVE is probably the most misunderstood part of the SATA structure.

It’s not inefficient capital allocation.

It’s what creates confidence in the preferred.

If ~26% of proceeds are held in cash, Strive effectively prefunds ~2 years of dividends at a 13% rate.

That liquidity runway helps keep SATA stable through weak BTC periods and preserves access to capital markets.

And that’s critical - because it keeps the reflexivity machine intact.

Stable SATA → continued funding → BTC accumulation.

Then during BTC rallies: higher mNAV → accretive common ATM → even more BTC per share.

[NeoBTC @Christi66033217]

The CASH RESERVE is probably the most misunderstood part of the #SATA structure.

It’s not inefficient capital allocation.

It’s what creates confidence in the preferred.

If ~26% of proceeds are held in cash, #Strive effectively prefunds ~2 years of dividends at a 13% rate.

That liquidity runway helps keep SATA stable through weak BTC periods and preserves access to capital markets.

And that’s critical - because it keeps the reflexivity machine intact.

Stable SATA → continued funding → #BTC accumulation.

Then during BTC rallies: higher mNAV → accretive common ATM → even more BTC per share.

[NeoBTC @Christi66033217]

# Bitcoin 💪🏻

[Blocktrainer @blocktrainer]

ACHTUNG: MASSIVER UNFUG!

Zahlreiche große Bitcoin-/Krypto Accounts berichten aktuell über einen angeblichen „Durchbruch“, bei dem ein Quantencomputer Bitcoin gefährden soll.

Das ist in dieser Form schlicht irreführend! ❌

Tatsächlich wurde lediglich ein 15-Bit-Schlüssel gebrochen, also ein extrem kleines, bewusst trivial gewähltes Beispiel. Bitcoin nutzt jedoch 256-Bit-Kryptographie. Der Unterschied ist nicht linear, sondern exponentiell!

Während 15 Bit selbst mit normalen PCs innerhalb von Minuten knackbar sind, ist 256 Bit mit heutiger (und absehbarer) Technologie praktisch unerreichbar.

Selbst in diesem Experiment wurde das Ergebnis wohl mit klassischen Rechnern verifiziert bzw. unterstützt, was bedeutet, dass kein echter, skalierbarer „Quantum Advantage“ demonstriert wurde. Es handelt sich eher um ein Labor- bzw. Proof-of-Concept-Setup und eben nicht um einen Angriff, der sich auf Bitcoin übertragen lässt.

Bitte seid wie immer vorsichtig, selbst wenn große Accounts euch für die Klicks damit Angst machen wollen! 🙏🙏🙏

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸🇮🇷 Trump administration says $344 million $USDT frozen by Tether was linked to Iran.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: STRATEGY CEO JUST SAID $STRC WILL DISRUPT THE $150 TRILLION FIXED INCOME MARKET

EVERY BOOMER MILLIONAIRE IS ONLY "MAKING 3%"

NOW THEY CAN GET 11% ANNUALLY WITH #BITCOIN

THIS IS NOT PRICED IN 🚀

[NeoBTC @Christi66033217]

@DylanLeClair When MetaPlanet Dylan?

[Strategy @Strategy]

Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate. These proposed changes are intended to stabilize price, dampen cyclicality, drive liquidity, and grow demand.

[Anil Patel @anilpatel]

Denominate in bitcoin or be dominated by bitcoin.

[NeoBTC @Christi66033217]

@cryptorover He could also pay dividends by issuing preferred stocks 😉

[Strategy @Strategy]

Record day for $STRC.

$1.1 Billion Daily Traded Volume
(+46.5% from previous high)

[Michael Saylor @saylor]

$1.156B of liquidity. One penny of volatility. Closed at par. $STRC