R. D. Curran (Rocky)

🏴󠁧󠁢󠁳󠁣󠁴󠁿 Trader & Trading Coach 📈 FREE:

[R. D. Curran (Rocky) @rocky_outcrop]

@Jacqueline51915 @sneedweb @Python0o Good to have an enquiring mind and to do the research! Unless of course I am being silly somehow myself. Hope I’ve been helpful. Keep on making sure there is transparency - questions like this help everyone!

[R. D. Curran (Rocky) @rocky_outcrop]

@Jacqueline51915 @sneedweb @Python0o It’s pretty simple. Those who sold the options would have done so with the shares already secured or secured them in the days, weeks and months following selling them. Basic research into how markets function goes a long way.

[R. D. Curran (Rocky) @rocky_outcrop]

@ai_rohitt It’s shit. Totally useless. Embarrassing that it starts off as a “follow along” but doesn’t continue that throughout, probably due to context window limitations and poor prompting by the very engineers that are telling you how to…

[R. D. Curran (Rocky) @rocky_outcrop]

The fact their filings show a reported loss that is so close to the value of their sale registers as negative news initially that most people can’t see has tax efficiency gains they can realise any time. #strategy

[R. D. Curran (Rocky) @rocky_outcrop]

* #Bitcoin tests above 64k
* #Strategy sells 216 million bitcoin
* $MSTR news re plans to sell came out at lower prices, they’ve managed to sell at 60k rather than the lows which in some ways were caused by the news - albeit we don’t know exact timings of the sale. Possibly it was before news came out -:filings are delayed.
* 3588 btc for 216m is 60k each roughly.
* Unreported news is that they could use a last in first out method to capture capital gains benefits, at 216m when average price is above 75k.

If we just use average (when clearly they have bought some much higher) we can say they netted capital gains tax savings of about 40 million, but that’s pointless, they bought at the top. Selling their most expensive Bitcoin at those prices nets a 50% decline in price ie capital gains tax savings WHICH EQUAL the cost of the sale.

This would mean on balance @saylor will save as much in tax as lost in the sale of Bitcoin and their balance sheet is unaffected. This is my personal theory unique no one reporting it and I’d appreciate anyone chipping in with the details as it is a real taxable event and genuine theory. Would be a bullish headline if they had sold their most expensive Bitcoin. Hopefully that makes sense for people.

* To me it seems by looking at filings they lost around 135 million then 81 million dollars. This matches the amount sold. Cooincidence? I think not.

* If they use it against past earnings or current year they can offset dollar to dollar. If not they have at least added a deferred asset of at least 42 million to the balance sheet via this sale.

I believe I am the only person saying this in the world currently on the release of this fresh news so it’s ahead of the game and based on hard accounting rules which are backed up by the evidence in their filings. Useful silver lining to be aware of. They can naturally also go ahead and sell some of their earlier purchases at lower prices to net the capital gains this year or sell at profit if market moves up and do the same later in the year.

Fear and greed index is at 27. Up from recent lows, very much still in negative territory.

[R. D. Curran (Rocky) @rocky_outcrop]

@Mogmania69 @DrewVento @_tradespotting Cheers

[R. D. Curran (Rocky) @rocky_outcrop]

Total waste of time watching that.

It’s such a rug pull, showing people how to install Claude so they can “follow along” then having zero content to follow along with.

The description in the op “what they cover in the first 8 minutes” is such a lie, nothing is covered of any use what so ever. Even the q&a at the end is a waste of time - nothing useful just stuff like “what was hardest thing to implement” like a historical tour of Claude and most of the audience already knew 100% of it.

Waste of time. What actually is this video? Seems to be from some useless Claude convention where speakers are Anthropic team leaders who were told they had to do a presentation so had Claude knock one up for them in five minutes. Thus the context window failure happened and it forgot it was a “follow along” immediately and offered nothing practical or helpful.

[R. D. Curran (Rocky) @rocky_outcrop]

Real power starts when you get 4% of the world’s bitcoin:native, despite this for some reason they’re using that power to push prices down.

I suppose when you have more than enough to push it “any direction” you can afford to dump some. Thanks to @DowJones for this nonsense gem:

[R. D. Curran (Rocky) @rocky_outcrop]

I’m watching this and chatting in the live chat box, join me:

SPCX LIVE https://t.co/7hjIp7zmkY

Space Exploration SpaceX is going to start trading and I’m watching price closely with folks, will it moon or crash?!

[R. D. Curran (Rocky) @rocky_outcrop]

World Cup Sponsors for fun, which will have the biggest gain and which will flop!

https://t.co/hRgt0HDnTo

lmk what ones I missed

[R. D. Curran (Rocky) @rocky_outcrop]

Going public about going public because the public gotta know before it’s public information.

[OpenAI Newsroom @OpenAINewsroom]

We recently submitted a confidential S-1. We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best.

This announcement is being made pursuant to Rule 135 under the Securities Act of 1933, as amended, and does not constitute an offer to sell or the solicitation of an offer to buy any securities. Any offers, solicitations of offers to buy, or any sales of securities will be made in accordance with the registration requirements of the Securities Act.

[R. D. Curran (Rocky) @rocky_outcrop]

Ten more years, Morty! Forever War, Morty!

[JME @_tradespotting]

1/ 🚨 SERIOUS QUESTION FOR $GME 🚨 Everyone is hyped about GameStop buying eBay. 🚀 But what if we hit the reverse Uno card? What if eBay bought GameStop? 🤯 Same business model. Same “strategic fit.” So why does one feel like MOASS and the other feel like a trap? 🧵👇

[R. D. Curran (Rocky) @rocky_outcrop]

Tony Blair came out this week to tell Keir Starmer he should be joining the Iran war. Sure Tone, we should definitely be helping out with the underlying geopolitics, but this is the person the entire world blames for starting an illegal war in Iraq that ultimately led to the creation of ISIS, and everyone just wishes he’d fuck off back to Envoying the Middle East on his massive salary and stay the hell out of it. That’s the fog of politics in one neat example, the sort of thing I was talking about on my oil trading show on YouTube, but it goes deeper than Blair.

So. I’ve a been thinking about the fogs. There’s the fog of war and there’s the fog of politics and they’re related but not the same thing. The French aircraft carrier and HMS Dragon are still part of the fog of war in the classic sense, we simply don’t know where they are. But they’re also part of the fog of politics. The UK prime minister is talking about how Elon Musk stirred up division posting about a tragic incident on Twitter, which is him highlighting interference, while facing no confidence votes and leadership challenges of his own. Trump backs Tom Kean Jr, a congressman who hasn’t been seen in 90 days, missing over a hundred votes, undisclosed medical condition, and he wins the primary running unopposed. Vance flies to Hungary specifically to back Orban and Orban gets chucked out anyway.

The fog of politics is so thick it’s suffocating the fog of war, which barely exists anymore given everything is tracked to the exact square inch. The old excuses from drone warfare, a mere decade ago, were two things: the drones fire from so high up they are bound to miss, and we can’t fully see everything, we tried our best. Bye bye to those days. It’s 4K live streaming flying drones into surrendered starving soldiers in the Donbass and Hezbollah flying drones into Israeli tanks because it’s so easy, and despite losing as much ground to Israel as they ever did in the 1980s Hezbollah doesn’t want to stop because each martyr is political capital required to justify flinging another rocket into an Israeli settlement. The bombs are politics. The martyrs are politics. Pretty much the only thing that isn’t politics is the transponders on the naval vessels, and even those are part of the story of where the ships aren’t.

[5-in-a-Row 🏆🏆🏆🏆🏆 🏴󠁧󠁢󠁳󠁣󠁴󠁿🇮🇪 @ticfever]

Brazilian commentary on Maeda goal is different levels.

[R. D. Curran (Rocky) @rocky_outcrop]

Watch this, hit the hype button and hit like. I really would like it. If you want to check out the comments you will see I am very engaged there so get in touch.

https://t.co/9njw1LlEXk

[R. D. Curran (Rocky) @rocky_outcrop]

@donnelly_brent I play with the volume off.

[R. D. Curran (Rocky) @rocky_outcrop]

@SecScottBessent @FT @grok how many words a year makes 20,000 words in ten years and is number big for treasury secretary. How many words per finger is this? Per day per finger.

[R. D. Curran (Rocky) @rocky_outcrop]

@quantian1 Yes it’s stupid. Overfit is a fancy way of saying that. Do we live in a world where we need to be fancy all of a sudden?