@HankSweden@RealNickMugalli De kommer sälja fler i framtiden när det är lönsamt för företaget men kommer köpa fler än de säljer varje vecka eller månad vilket de gick igenom på deras senaste rapport. 32st var en icebreaker.
@HankSweden@RealNickMugalli Sälja vissa bitcoins de köpt till högt pris innebär att de kan få skattelättnader. De visar även marknaden att de kan sälja vilket varit ett krav från flertalet index för framtida inkludering, vilket även är varför de vill trimma ner belåningen.
It’s funny watching people get shocked over some of Saylor’s AI posts.
But @saylor himself explained exactly WHY he does it.
Most people will never voluntarily sit down and study: monetary theory, inflation, capital preservation, Bitcoin economics...
1 - First you need attention
2 - Then emotion
3 - Then curiosity
Only after that will people listen to the deeper message.
As Saylor said:
“Sometimes you have to be colorful, witty, entertaining… or a little bit edgy.”
The memes are the hook.
The real message comes after.
Non consensus view. Warsh will cut. He will use the AI Productivity and trimmed inflation excuses. Will claim all the war inflation is transitory. Two data points from today's WSJ support this view.
Kevin Hassett, director of the White House National Economic Council, made the same case days earlier on Bloomberg Television. “We’re really likely to see rate cuts this year because of Kevin Warsh,” he said.
“Nothing is more transient than a supply shock,” Treasury Secretary Scott Bessent said on CNBC last week, predicting a substantial easing in price pressures after “one or two more hot inflation numbers.”
As Miran points out, inflation occurs with a lag. So, cut, juice the market, run it hot, all to help with the mid terms. My view, war is over. Oil will come down allowing this.