Strategy increased its USD Reserve by $650M and repurchased $109M of $STRC. This increased USD Duration by 143 days to 2.7 yrs and tightened STRC's BTC Credit by 10 bps. As of 8/9/26, we hold ₿840,447 in our BTC Reserve and $4.65B in our USD Reserve. $MSTR https://t.co/rVSI6I6bcx
Sort of random portfolio construction but think this is decent, will be interesting to see how this performs in coming months
Long:
Bitcoin
LLY or IBB
Google
AMZN
SP500
Hood
HYPE
Pumpfun
Short:
BNB
ETH (Above $3k)
CRWV
NBIS
Sandisk
Micron
SK Hynix
Oracle
AMD
ARM
SOXL
DRAM
rasmr's origin story:
-started with eth under a thousand
-heard banks talk about his punks every week on some random podcast
-was making 10k a month in college grinding whitelists by sending custom memes in nft discords
-round tripped 160k on wolf game
-stuck through the entire bear
-found bonkbot in late '23, started winning onchain
Leopold (2024) reveals he gave up nearly $1 million in OpenAI equity because he refused to sign an NDA
"My situation was a little different in that I was basically right before my cliff, but then they still offered me the equity."
"But I didn't want to sign the non disparagement. You know, freedom is priceless."
Dwarkesh: "And how much was the equity like?"
Leopold: "Close to a million dollars."
"I certainly think vested equity is pretty rough if you're conditioning that on an NDA. It might be a somewhat different situation if it's a severance agreement. But an OpenAI employee who signed it presumably could not give the podcast that you're giving today."
Rasmr proves that having more money makes it easier to make even more money
“You know what’s funny about my $5,000 to $100,000 challenge? $5,000 to $50,000 took me months”
“After I made $50,000 it only took me 2 weeks to turn it into $300,000”
Nice shorts have been taken on zecash in the last few days...
Don't be a basic little bitch play against the crowd and have a ball ;)
Happy trading everyone
Get up and get that money.
If you don't have your parents retired living off a couple K per month at your expense than you can let off the gas. KEEP GOING! unless you want to be part of the permanent underclass!
Having massive alpha is a huuuge problem btw.
You can’t tell anyone about it ofc, but you also can’t sell it to anyone too. Just need to keep it secret and hope that when you die people find it and are like daaaaaamn this guy was cooking !!!
I sold 75% of my HYPE higher than here
Thanks to @ThinkingUSD drilling it into my mind “Always be selling”
Will look for a nice spit to re-add if I want to, or not 🙂
Equities unstoppable, it really feels like people who do simple mean reversion on weekly calls will continue printing until midterms and then get utterly destroyed averaging down too early.
Until then smooth sailing.