Odd RadioCircle

[Odd RadioCircle @ORadiocirc18583]

@dampedspring ASST is unbalanced...Eq+Pfd 1.3x Assets (BTC, Cash+STRC)

[Odd RadioCircle @ORadiocirc18583]

@SemperVigilant1 Chart seems to indicate that MSTR's purchases drive price increases...

[Odd RadioCircle @ORadiocirc18583]

@dons_korea META is bad at everything but social networks. Their "frontier" models are lame and used by no one.

They're deathly afraid that core membership for Facebook is >50 crowd and the core biz declining. They're grasping for straws w/ AI.

This is Metaverse II.

[Odd RadioCircle @ORadiocirc18583]

@GZuckerman Gee, if AI companies can't go public how will they pay ORCL for its >$400b backlog?

[Odd RadioCircle @ORadiocirc18583]

@dampedspring META will have a similar round trip on "sell excess compute"

[Odd RadioCircle @ORadiocirc18583]

@Claudia_Sahm You're trying to discern if the chimp knows calculus...

[Odd RadioCircle @ORadiocirc18583]

@SemperVigilant1 Interesting. Thanks.

[Odd RadioCircle @ORadiocirc18583]

@SemperVigilant1 Why not short ASST, that way you don't have to pay to 13% on the short and can capture MNAV premium. Or, less risky, long IBIT + short ASST? (That worked well for MSTR / IBIT).

[Odd RadioCircle @ORadiocirc18583]

Why is ASST trading at 1.3 "MNAV"?

[Odd RadioCircle @ORadiocirc18583]

Why is ASST trading at 1.3 "MNAV"?

[Odd RadioCircle @ORadiocirc18583]

@Bkclaims @DonutShorts Some of those brokerage accounts are IN China and a lot of the funds from IBKR have likely been withdrawn TO China.

[Odd RadioCircle @ORadiocirc18583]

@SCapStrategist @oriental_ghost Give it a rest, the speculators have moved on from gold/silver to AI and memory stocks.

[Odd RadioCircle @ORadiocirc18583]

@UnicusResearch @business How can BNPL lenders know borrower credit situation if none of the BNPL lenders report the borrowings? Doesn't this mean that borrowers can keep shuffling loans (like check kiting) among various lenders?

[Odd RadioCircle @ORadiocirc18583]

@blue_chip1 Yep, issuing cash paying pfd to fund purchases of non-cash paying assets is...PONZI.

[Odd RadioCircle @ORadiocirc18583]

@willtobeWill89 @Jon_Costello_ Thanks and agreed. But kind of interesting that China was only significant economy not stressing over Iran war impact.

[Odd RadioCircle @ORadiocirc18583]

@ACapitalLP FRMI

[Odd RadioCircle @ORadiocirc18583]

@LeylaKuni Sorry, beyond my area of expertise. But one can assume that there are similar examples for mid mkt lending.