Shidan Gouran

[Shidan Gouran @shidan]

Don’t confuse a massive credit discount with a "bargain", when $STRC price collapses, its the market pricing in structural impairment risk.

At the end of the day, both of these instruments are dogshit. But if you insist on buying dogshit, buy $SATA.

At least Strive runs a debt free balance sheet and pays out daily, on the other hand, $MSTR will look a lot more like $LUNC if Bitcoin holds below $60K.

There are far superior and safe yield alternatives outside of crypto altogether, put your money in Electricity .. the whole world needs more of it, including both Bitcoin & AI.

Happy to discuss with anyone what those opportunities actually are.

don't be exit liquidity.

[Samson Mow @Excellion]

$STRC has a self-repairing mechanism that most people don’t really understand. 🛠️

Below par, Strategy stops issuing new shares via ATM. No new capital is raised at a discount, and no new perpetual dividend obligations are added to the balance sheet. This is the case at both $99.99 or $90.

The self-repairing mechanism then activates automatically - the farther below par, the more powerful it becomes.

Here’s how it works 👇

1⃣ Effective yield increases (higher % return on the same cash dividend). The 11.5% dividend is not paid on the market price of STRC. The dividend is paid on the par value of $100. Think of each unit of STRC as $100 but you can buy it for less sometimes, depending on market conditions. If you buy one share of STRC for $90, the effective yield is 12.78%.

2⃣ Pull-to-par capital gain incentives activate. Strong buy pressure emerges from investors who want the combination of elevated effective yield + capital gains as price moves back toward $100. The higher effective yield feeds the pull-to-par dynamic, which is further supported by the Bitcoin balance sheet continuing to strengthen. Buyers at a discount capture the recovery to par as capital gains.

The system self-corrects without anyone having to “defend” a peg (and again for the people in the back, there is no peg because it's not a stablecoin). STRC and similar instruments (such as SATA) rely on free-market incentives and long-term Bitcoin growth to restore equilibrium.

If liquidation events (like we saw last week) push STRC below par, it simply trades below par. STRC below par does not negatively affect the dividends; it only affects short-term capital that wants to exit immediately. If STRC required active defense, that would actually be a weakness. Structures that cannot bend under stress will break.

Now let's run some numbers to get an idea of the actual incentives for the market. As STRC is a perpetual, we'll go with a one-year time frame for recovery to par. And let's use the $90 IPO price.

Effective yield (what you actually earn in dividends relative to your $90 cost): 11.50/90 = 12.78%

Pull-to-par capital gain: (100-90)/90 = 11.11%

Total return on your $90 investment: (11.5 + 10)/90 = 23.89%

*Note this is a simple sum approximation. As dividends are paid semi-monthly throughout the year, the actual realized return is slightly higher if you factor in the timing of cash flows.

So this ~24% one-year total return profile (yield + cap gains) is exactly what makes buying below par attractive for total-return investors. It turns a temporary discount into a high single-year payoff (or shorter) while the self-repairing mechanism does its work.

To reiterate what I said previously, there's nothing for @saylor and @Strategy to do here. No need to raise the coupon, no need to increase the cash buffer, or anything else. They could do those things of course, but it’s not a necessity.

STRC is working perfectly as designed.

[Shidan Gouran @shidan]

@OpenRouter @grok what model do they use for the judge?

[Shidan Gouran @shidan]

You are right about heterogeneous systems, but compute currently isn't one of them.

Apart from sovereign computing(and you can have order books for each country), it isn't much more fragmented than oil with respect to something like DRW's index, which already standardizes trust.

Your point on being "virtualized" makes no difference, electricity is virtualized as well, but trading it wouldn't work without order books.

Unless agents have to bypass the system for hyper niche edge cases, they don't want to text the world and negotiate when they can just analyze the order book.

[Bluesphere Ventures @BluesphereHQ]

We are excited to announce our partnership with $STEM to power our energy storage expansion in New York! 🔋🗽

https://t.co/6r52XhLgfe

[Our World in Data @OurWorldInData]

Read our article: “Putting solar panels on land used for biofuels would produce enough electricity for all cars and trucks to go electric”: https://t.co/WRpBX4ky6n

[Shidan Gouran @shidan]

Well wrt to WLFI, most of the investors, I'm pretty sure, are very happy with their investments in these projects; the payoff was never the tokens, it was the political favors.

It’s only the ones who failed to get their agendas through and get close tot he family who are unhappy now.

You're looking at the wrong ledger for their investment.

[Prof. Ryan Katz-Rosene @ryankatzrosene]

Welcome to 2026, where smoking cigarettes is good for you, vaccines are dangerous, the skies are full of chemtrails, and CO2 emissions have no effect on the climate 🙄

FFS get me out of this crazy place!

[Shidan Gouran @shidan]

Nostr traded Scuttlebutt’s scaling issues for a fragmentation disaster. It swapped "hard to sync" for "impossible to explore"—not an upgrade, just a different set of even worse problems.

The problem is social media turned the web into TV: a tool for mass control. That's why this space is actually just as important as uncensorable finance.

Without open access to search and discovery, you’re just building another tool for propaganda (at best). To break the monopoly, we need a global feed architecture that makes it easy for anyone to build their own apps and algorithms. True competition requires a neutral base of content where users—not platforms—choose who filters their reality.

That’s why a fork of the AT Protocol that brings censorship resistance to the equation is the real path forward.

It allows many independent parties to compete over a neutral base of content, rather than hiding from the world in disconnected silos.

[Shidan Gouran @shidan]

You're making a category error: comparing a protocol (Nostr) to a provider (Bluesky). The right comparison is Nostr vs. AT Protocol.

Decentralization isn't a magic shield. Nostr's ~2,000 relays are heavily concentrated — a small set (Damus, primal, noslol) carries most of the traffic; the long tail is almost completely inactive.

"Lots of relays" ≠ resilient network, lots of relays, each with lots of users, where many independent parties can provide indexing and search does.

Yes, AT Proto today is more centralized in practice, but that's an implementation snapshot, not an architectural ceiling.

Nothing in AT Proto precludes many independent PDSes, Relays, and AppViews.

The architectural difference:

Data integrity - AT Proto uses Merkle Search Trees per repo, so state is verifiable and syncable. Nostr pushes signed events to relays and leaves global coherence to clients and aggregators.

Indexing - AT Proto makes pluggable third-party AppViews and search first-class. Nostr's outbox model helps, but you're still reconstructing a coherent view from federated fragments.

Bluesky AS A SERVICE AND COMPANY can hit a scaling bottleneck on its current implementation, just as any Nostr relay can, but its AT protocol is no worst than Nostr for scaling number of posts and users and and much better for giving you global state.

Nostr AS A PROTOCOL will never have coherent global state without recreating a massive centralized party, and this will only get worst the bigger it potentially gets.

[Shidan Gouran @shidan]

No, Nostr doesn't fix this.

Other than its DID registry, the Bluesky protocol is a better version of Nostr in every way.

Merkle Search Trees offer much better state management for posts, and you don’t have anything without a unified way to interface aggregators (of the user’s choice) with user-selected search algorithms.

Bluesky as a social network might be a pile of crap (and likely is), but when you compare the two, you have to compare the protocols.

There was a time not long ago that the more "idiot-proof" a protocol was, the better—even if you shaved off more than Occam’s razor—but with AI, that’s not true anymore.

Really, the answer is to fork Bluesky and replace its did:plc with something much more self-sovereign.

If someone had a real solution that was not based on blockchains, I would be interested in funding them to build this out.

[Renaud Lifchitz ⠵ @nono2357]

"Nostr fixes this! (again)"
Bluesky hit by 24-hour DDoS attack as pro-Iran group claims responsibility
https://t.co/baPs20ezgN

[Shidan Gouran @shidan]

The people claiming these climate models are wrong are actually completely right...

Every year, the Earth absorbs more solar energy than these models predicted by a massive margin 🙃

[Prof. Eliot Jacobson @EliotJacobson]

Breaking News!
Code: Deja UFB!!!

As of the Feb. 2026 CERES data release, the 36-month running mean for Earth albedo hit yet another new record low, now down to 28.669%.

February's record marks the 9th consecutive new record monthly low.

[Aaron Day @AaronRDay]

You don’t want whatever kind of crypto was seized. If they can seize from Iran they can seize from you - during the next plandemic or manufactured energy crisis.

[Erik Voorhees @ErikVoorhees]

Propaganda used to be subtle

[Neil Stone @DrNeilStone]

"I'm not an anti vaxxer" says RFK Jr

You said polio vaccine killed more than it saved

You said HPV vaccine causes cancer

You said Covid vaccines are the "deadliest ever"

You said vaccines cause autism

All complete lies

You are the very definition of an anti vaxxer

[Neil Stone @DrNeilStone]

Conspiracy theorists, help me out here

Was Covid-19 a deadly bioweapon that Fauci and China made in a lab to unleash on the world to kill us all?

Or was it an irrelevant little cold that we should have ignored?

I'm confused

[THORChain @THORChain]

Monero on THORChain is closer than it has ever been.

If it lands, anyone on earth with $BTC can access $XMR natively, permissionlessly, with no exchange account and no identity check standing in the way. No centralised platform deciding whether your swap goes through.

THORChain sees everything. The swap is fully transparent and traceable on-chain, same as any other chain it supports. What the protocol guarantees is something different: that nobody can stop you from getting there.

Permissionless access to the most censorship resistant currency in crypto. That combination is what changes things.

[Bluesphere Ventures @BluesphereHQ]

Battery-based VPPs are the key to upgrading the US grid. They aren’t just necessary for scaling Solar and Wind—as the chart shows, they are now cheap enough to be the primary tool for grid stability.

As we electrify everything, VPPs provide the sub-$100/kWh reliability and synchronization a modern, decentralized grid demands. The transition isn't just "green"—it's the most logical economic path forward.

[Bev 🇨🇦 @Garnet_2203]

Fuck you Joe Rogan. You want to talk about all that shit Canada did during covid?

Fact: 1.23 million Americans died from Covid during the pandemic.

Fact: 60,000 Canadians died from Covid during the pandemic.

Americans were about 140% more likely to die from COVID than Canadians during the pandemic.🖕