ChilledSilver

Dad கணவன் विद्यार्थी 摄影师

[ChilledSilver @QuietSilver]

@CryptoSays 4hr chart is not LTF?

[ChilledSilver @QuietSilver]

@MiddleearthMixr It's how the Deep State says goodbye to its latest installation.

[ChilledSilver @QuietSilver]

@Rainmaker1973 It literally says 陽威（masculine might).

To flaunt military might would be 耀武扬威，not the similar-sounding but deliberately different 耀武陽威。

The entire construct is a 谐音梗 (homophonic pun).

[ChilledSilver @QuietSilver]

@BitPaine This is a critique of what's happened that I dare say he would agree with.

[ChilledSilver @QuietSilver]

@BitPaine Pity, as Saylor could have done so much with his bitcoin (and for Bitcoin). OG strategy was to acquire bitcoin and spin up new business models (bitcoin bank, as an example). These days it is all about which shareholder class to dilute for next round's claims & purchases. [3/3]

[ChilledSilver @QuietSilver]

@BitPaine As $mstr mNAV crashes to 1 and below with the market trying to understand and reprice risk in Saylor's "innovative" financial engineering, many shareholders will decide it's easier to get their leveraged bitcoin exposure elsewhere - without all the drama (and dilution). [2/3]

[ChilledSilver @QuietSilver]

@cantonmeow @SuperBitcoinBro You don't see a repeat of 2022 dipping into November? Why not? Thanks.

[ChilledSilver @QuietSilver]

@scottmelker Doesn't explain the selling of the entire $STR* complex, and $SATA.

[ChilledSilver @QuietSilver]

@BigpictureBTC @matteopelleg @saylor Permissionless transactability aside, I would say non-confiscatable sovereignty is a bigger part of bitcoin's appeal.

[Masoud Pezeshkian @drpezeshkian]

این یک سند تاریخی و پیامی از ایران مقتدر است: صلح در سایه احترام متقابل تحقق خواهد یافت.

جمهوری اسلامی ایران به صلح جهانی با حفظ عزت و استقلال، پیشرفت و همکاری منطقه‌ای همواره متعهد و پایبند است.

[MeidasTouch @MeidasTouch]

March 9: "We're now totally independent of the Middle East. We don't need their oil."

April 1: "It doesn't really affect us. We have so much oil. We have tremendous oil and gas, much more than we need."

June 17: If I didn't agree to the MOU, we "would run out of reserves at about 4 weeks...we would really run out, and there'll be a time when you wouldn't be able to get it."

[ChilledSilver @QuietSilver]

@maxxTFSA Why would someone but $bmnr when they call buy $bmnp and pocket yield from lower-beta tracker? Genuine question.

[ChilledSilver @QuietSilver]

@Megatron_ron Iran won.

[ChilledSilver @QuietSilver]

@bacidi49 @TradexWhisperer Yes, I do understand supply takes time to come online and much of that expected supply is increasingly locked up in LTAs. Demand & sales look great as far as the eye can see, but does that change what I said?

[ChilledSilver @QuietSilver]

@TradexWhisperer LTAs would support re-rating and higher valuation, yes.

[ChilledSilver @QuietSilver]

@TradexWhisperer Point being that I don't think Micron, as smart as Sanjay is, is immune from boom-bust economics. However, I believe the floor in demand at cycle ebb will be an order of magnitude higher than before, driven by inference needs, agentic worflows, sovereign and real-world AI.

[ChilledSilver @QuietSilver]

@TradexWhisperer Whatever levels they ramp up to meet current demand cannot be throttled back without pain. Super-large fixed costs with loan payments and operating expenses that cannot be met without keeping output going. Sanjay has seen these cycles in the past though.

[ChilledSilver @QuietSilver]

@MarktEnjoyer @BramVGenechten But the projection is fcf to 3x from pre-capex levels.