Apeooooooooooooor (∞)

If you sell, I win
If I buy, you lose

[Apeooooooooooooor (∞) @Neilwyh]

@BMNRTracker @BMNRTracker you missed the staking rewards which accounts for this extra ETH. But I do think your share count is too low from before

[Apeooooooooooooor (∞) @Neilwyh]

@BMNRTracker @BMNRTracker Your share count is too low. In the proxy statement for the AGM, there were already 425,841,924 shares as of the record date 8 Dec 2025. Happy to discuss more over DM

[Apeooooooooooooor (∞) @Neilwyh]

@btc_overflow Other companies are already at lower mNAV. All this will do is block further BTC purchases which could cause the death spiral

[Apeooooooooooooor (∞) @Neilwyh]

New #STRC ATM sale plan can't be executed if they stick to their own BTC rating targets.

[Apeooooooooooooor (∞) @Neilwyh]

MicroStrategy ($MSTR) will be significantly slowing BTC purchases. Restricted by newly announced ATM stock sale limits below 2.5 mNAV and preferred offerings already past BTC rating targets, $MSTR's inability to acquire more #BTC could trigger the death spiral.

[Apeooooooooooooor (∞) @Neilwyh]

Repeal failed - MicroStrategy ($MSTR) faces a ~$2.7B CAMT liability on unrealized #Bitcoin gains. The One Big Beautiful Bill (H.R.1), passed 7/3/25, omits CAMT repeal, impacting MSTR’s $63B BTC holdings. How will @Strategy navigate this? Silence is fraudulent!

[Apeooooooooooooor (∞) @Neilwyh]

@JoshMandell6 @metaplanet The warrants effectively price 3 day ATM MTPLF call options at 1 yen per share. Way cheaper than they are worth! I can't see this being accretive for current shareholders.

[Apeooooooooooooor (∞) @Neilwyh]

@SatoshiFlipper Token is not the same as product. Tokenomics is much worse for $DYDX. Revenues do not accrue to it and meanwhile continuous sell pressure.

[Apeooooooooooooor (∞) @Neilwyh]

@SBF_FTX @HsakaTrades Can't see positions, can't tell if orders went through, getting told I'm in a restricted jurisdiction when I'm not, GUI unusable with refresh loop, getting auto-logged out - all during CPI.

[Apeooooooooooooor (∞) @Neilwyh]

@hedgedhog7 His size is not size anymore

[Apeooooooooooooor (∞) @Neilwyh]

@godcomplex96 @godcomplex96 nice thread! Just want to confirm by delta, do you mean the difference between buy volume and sell volume? Any intuitive explanation why a large delta at extremes is bad?

[Apeooooooooooooor (∞) @Neilwyh]

@hyblockcapital You might have messed this example up

[Apeooooooooooooor (∞) @Neilwyh]

@Beaver_Finance 0x479f37431Ee55922bAf417f0CC6302CE205cCE0E

Good project, very innovative IL hedging!

[Apeooooooooooooor (∞) @Neilwyh]

@bigmagicdao lol.. easy to lose track of time in 2021

[Apeooooooooooooor (∞) @Neilwyh]

@Ponpavenft @ConcaveFi PONPAVE and CONCAVE LFG!!
@variegatte
@ahboyash
@GrossOwner

[Apeooooooooooooor (∞) @Neilwyh]

@ConcaveFi $spoon!

[Apeooooooooooooor (∞) @Neilwyh]

@VoltaDAO LFG!!

[Apeooooooooooooor (∞) @Neilwyh]

@VoltaDAO Should I keep trying?

[Apeooooooooooooor (∞) @Neilwyh]

@VoltaDAO @voltadao I ticked when there were around 200 guys in the server but verification is not popping up.

[Apeooooooooooooor (∞) @Neilwyh]

@VoltaDAO @ona52434599

[Apeooooooooooooor (∞) @Neilwyh]

@VoltaDAO Discord: Neil#4788