Fourtrades

🚀 #Bitcoin

[Fourtrades @fourtrades]

AI has made my life frictionless. All the manual work I've had to do, gone!

[Fourtrades @fourtrades]

@smbcapital I would like to thank you for all the content. Using AI I can analyze thousands of hours of content in less than an hour. Agents are a thing of beauty.

[Fourtrades @fourtrades]

@TedHZhang @X @elonmusk @nikitabier @grok All of your tweets are relevant @TedHZhang keep it coming

[Fourtrades @fourtrades]

@sspencer_smb Is chat smb a subscription service?

[Fourtrades @fourtrades]

@sspencer_smb was this report available in pre market?

[Fourtrades @fourtrades]

@Muninn All of it. Please

[Fourtrades @fourtrades]

@LorenzoARK @Trezor @Ledger @COLDCARDwallet Who cares. Everyone will own crypto.

[Fourtrades @fourtrades]

@TedHZhang Likely sold to H100 Group https://t.co/iNKsfASOkT

[Mr.Andersen @Sanderandersenn]

Today we completed the largest M&A transaction in the history of European public Bitcoin Equity.

It is also the first in the world done Bitcoin for Bitcoin.

H100 acquired 2,455 BTC at around 62,900 dollars per bitcoin, taking our holdings from 1,051 to 3,506 Bitcoin.

No cash changed hands. The company we acquired carries no debt, and we took on none to buy it.

The deal was priced at 1.0x mNAV, Bitcoin valued in Bitcoin on both sides of the table. That counts each H100 share at SEK 1.86, its bitcoin value.

Sats per fully diluted share went from 288 to 303, up 5%.

Just as important is who joins us. A team whose technology and market capabilities complete our own, and a principal owner who has spent more than a decade building Bitcoin infrastructure and holding Bitcoin.

Together we can accomplish things neither of us could alone.

[Fourtrades @fourtrades]

For all the china runners that everyone is chasing. What happens when the riggers Don't show up?

[Fourtrades @fourtrades]

James this is one of the best post you have ever done. Quick challenge for you. Every stock has a different ADR/ATR. It would be great to see Multiples of ADR/ATR from entry instead of % gain in this chart. You can take it a step further and normalize the behaviors of price action using this capital energy equation. KE = 1/2 x mv^2 Converts to CE = mv^2 / v0. The Capital Energy is liquidity(mass) multiplied by velocity (ADR or ATR) squared, normalized to a stock with a baseline(4%) ADR. The baseline can be ATR or ADR %. The stocks that ran the farthest had an acceleration of Capital Energy. This improves win rate significantly.

[Fourtrades @fourtrades]

Relative pair risk is low by design — agreed. Absolute USD risk on the STRC-backed collateral is not. June already showed ~20% depeg potential. At 5x that matters. Rate spikes + tight health factors + redemption friction aren’t free either. Attractive arb when it works; not risk-free.

[Fourtrades @fourtrades]

The LTV idea makes economic sense on paper (borrow ~8% to retire 13-14% effective preferred claims + capture the discount).
Saylor’s choice not to do it is deliberate:

Keeps the entire BTC stack unencumbered — no margin-call risk, no forced-sale optics
Prioritizes a large cash fortress ($3.75B) over maximizing carry
Equity ATM is flexible, permanent capital with no new covenants or maturity walls

He’s optimizing for zero liquidation risk on the Bitcoin + balance-sheet simplicity, even if it means diluting common. Different risk tolerance than pure liability management.

[Fourtrades @fourtrades]

Guess Saylor sold some more BTC. Find out Monday.

[Michael Saylor @saylor]

We’re gonna need another color.

[Fourtrades @fourtrades]

@TheOtherParker_ @Strategy Love the pumping but Saylor has zero effect on a trillion market cap. Patience is the game

[Fourtrades @fourtrades]

@TimDraper @SpaceX @Tesla Thats why you are a businessman and not a scientist.

[Fourtrades @fourtrades]

@jfsrev The better question to ask is why? Why after 3? Each trade should have its own merit so it shouldn't matter. Seletivity perhaps? Improper weighting to variables?

[Fourtrades @fourtrades]

@SenSanders There is a reason there is an income cap. Why should we have to pay for others who may have worked less than others? I agree that we should help those in need but there should be a cap. Its currently capped to satisfy the necessities, not a life of luxury.

[Fourtrades @fourtrades]

@TedHZhang I think its time BTC reminds everyone who is king. A hyena can bite a lion and it will do nothing. But bite the lion enough, it will viciously attack.