Mitchell

Reimagining money w/ @SierraIsMoney | Tweets represent my own views and are not financial advice

[Mitchell @WR_Crypto]

@shaundadevens @blockworksres Alternatively, seems like Hyperliquid could reduce the 500Uk requirement if they prefer having more diversity in deployed

[Mitchell @WR_Crypto]

@owenbotkin They raised literally 10 figs, you’re talking about $2M annual spend

They could 10x your estimate and still not be phased

[Mitchell @WR_Crypto]

@izebel_eth The pos size is 6x larger

[Mitchell @WR_Crypto]

@DengXonPM @Euanker @willo2_Poly @emmettgallic @umadotrocks Then why should June and December resolve to YES?

I have no position on NO but use some common sense lol

[Mitchell @WR_Crypto]

@DengXonPM @Euanker @willo2_Poly @emmettgallic @umadotrocks Read the 8K screenshot above, it literally says period ending May 31st…

[Mitchell @WR_Crypto]

@Euanker @willo2_Poly @emmettgallic @umadotrocks How do you think Polymarket and UMA voters can reconcile the “no credible reporting clarification” against the 8K filing?

[willo2 @willo2_Poly]

The market was still open on June 1st (Monday) when Strategy's 8-K was due to come out.

Clearly, you would need the 8-K to know if Strategy sold, and they always issue these on a Monday.

It came out that they had, in fact, sold 32 BTC. For the first time in over 3 years.

[Mitchell @WR_Crypto]

@willo2_Poly The clarification of no credible reporting doesn’t make sense given Microstrategy’s own filing

You made the correct bet based on reality but sadly this isn’t the first time a similar incorrect resolution has occurred

Eventually these actions will affect their enterprise value

[Mitchell @WR_Crypto]

After watching on the sidelines and being dumbfounded by the sheer incompetence of @Polymarket and cognitive dissonance of @UMAprotocol voters, I've decided to step into the ring

Here's a thread on the most controversial market currently https://t.co/6au0SVjii3

[Mitchell @WR_Crypto]

Over/under 50% of total UMA votes in favour of NO being cast by individuals also holding NO shares on Polymarket?

[willo2 @willo2_Poly]

I was just scammed for $500K by Polymarket.

I am "willo2", the top holder of YES on "MicroStrategy sells Bitcoin by May 31st".

Here's what happened:

[Mitchell @WR_Crypto]

@Euanker @willo2_Poly @emmettgallic How many of these “sharps” also voted directly with their own UMA holdings or had privileged info that other large UMA holders were going to vote NO?

[Mitchell @WR_Crypto]

@MomentumKevin He’s delta neutral and going to close his spot long simultaneous to his perp short so it has little market impact

[Mitchell @WR_Crypto]

@andyyy @AustinBarack Why buy the asset you acknowledge has a NAV premium and structural dilution versus the underlying that benefits from the dilution?

[Mitchell @WR_Crypto]

@degentradingLSD These aren’t shitcoins lol

[Mitchell @WR_Crypto]

@dampedspring

[Mitchell @WR_Crypto]

@jbrukh gm

[Mitchell @WR_Crypto]

@BizNasty2point0 Ottawa goes up early in the third, bury an empty netter late then Deslauriers and Tkachuk go toe to toe at center ice amidst an absolute Donnybrook

[Mitchell @WR_Crypto]

@ThinkingUSD GCR

[Mitchell @WR_Crypto]

@lersuxe @PendleIntern @SierraIsMoney Would your perspective change if we closed a round in the next month with participation by top funds?

[Mitchell @WR_Crypto]

@MorganKrupetsky @guywuolletjr @ValinorDigital @grovedotfinance @TranchedFi @hashfirexyz @blackopal_fi @AxiymFinance @fence_finance @intainft @SierraIsMoney and @opentrade_io

[Mitchell @WR_Crypto]

@cuntycakes123 @SierraIsMoney, we’d love to have you jmo

[Mitchell @WR_Crypto]

@hexonaut @TrustlessState Same reason DPRK used the Gnosis Safe exploit on ByBit