PhreakingFuture

[PhreakingFuture @PhreakingFuture]

@MatthewBerman @bot What about now?

[JAMES @jamesrice]

@midjourney Livestream link https://t.co/NTGth6HF87

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[PhreakingFuture @PhreakingFuture]

@NVIDIAGeForce please #RTXPowersPlay please

[PhreakingFuture @PhreakingFuture]

@HumanProgress Would love to see this compared to healthcare cost.

[PhreakingFuture @PhreakingFuture]

@AIDRIVR @NHTSA um what?

[PhreakingFuture @PhreakingFuture]

@Boenau i'm never biking on this steet.

[PhreakingFuture @PhreakingFuture]

@justalexoki Let me turn off shorts!!!!!!!

[PhreakingFuture @PhreakingFuture]

@blockchainchick this is perfect advertising. It's ironic on purpose don't you get it?

[PhreakingFuture @PhreakingFuture]

@SawyerMerritt I'm SHAKING right now....

[PhreakingFuture @PhreakingFuture]

@crosstown_line It’s just a truck bro.

[@jason @Jason]

I ordered 12 Optimus robots to give to my fans over the next 12 days… retweet to be entered.

[PhreakingFuture @PhreakingFuture]

@sama I can barely use it as a paid user?

[PhreakingFuture @PhreakingFuture]

@Boenau Has anyone ever been killed by a distracted walker?

[PhreakingFuture @PhreakingFuture]

@itscattledaddy Phil

[Michael Saylor @saylor]

What's The Problem?

[PhreakingFuture @PhreakingFuture]

@Jason @DavidSacks @theallinpod Balaji

[Jeff Walton @PunterJeff]

Quant Bros Episode 10 ⚡️ Unpacking $MSTR and the Convertible Bond Market

This was AN INCREDIBLE conversation with @RichardByworth digging into the nuances of the $MSTR Convertible Bond issuance, Product Operation & Pricing, Secondary Market Liquidity, Buyers Mentality, and Future Development of the Convertible Bonds.

There are MANY LARGE SCALE realizations in this video. This is a must watch if you want to understand the nuance of the $MSTR trade, and where it can go.

00:00 Welcome
01:25 @RichardByworth background
06:25 Understanding Convertible Bonds (A Hybrid Product)
14:20 Unique dynamics of $MSTR's Convertible Bonds
22:58 CB Pricing Mechanisms and Market Liquidity
27:23 $MSTR Future Credit Default Swap market
29:14 Credit rating future of $MSTr convertible debt 31:20 Convertible Bond Secondary Market pricing
34:52 Depth and Appetite of Capital Pools
38:29 Leveragability of an Insurance Company Balance Sheet
41:08 Richard's view on NAV RV Trading & Expansion
44:10 Information Asymmetry of the NAV premium
49:28 Recent $MSTR 11/18/24 Convertible Bond impact on px
50:28 Convertible Bond Arb Desk Relativities

[Jack Mallers @jackmallers]

Nobody has enough #Bitcoin, but we can all truly appreciate the sats we do have.

[Joomi Kim @JoomiKim1]

I’ve been dreading telling my friends and family that I’ll be voting for Trump in this coming election.

There was no way for me to explain it to them without them being horrified.

So I made this video, which tries to explain how liberals like me have ended up here: