฿AM฿OO

[Gracy Chen @Bitget @GracyBitget]

Over dinner last weekend with a few friends in crypto, we debated one of the market’s hottest questions:

Is Strategy becoming a risk to Bitcoin?

Most people are focused on the 32 BTC it sold in late May. But 32 BTC is tiny. It means almost nothing for market liquidity.

What matters is that the market has now seen Strategy sell.

Then, on June 29, the company announced a formal BTC monetization plan.

For years, the Strategy playbook looked one-way:

Raise capital. Buy BTC. Never sell.

That diamond-hands assumption is now gone.

The timing matters too. BTC has repeatedly tested below $60K, while Strategy’s balance sheet cushion gets thinner as BTC falls. The chart shows how quickly its BTC asset coverage shrinks as BTC falls.

This does not mean Strategy suddenly blows up at a specific BTC price.

The real risk is reflexivity:

BTC falls 👉 financing gets harder 👉 selling BTC becomes more likely 👉 the market gets even more nervous

Strategy still holds 847,363 BTC, close to 4% of total supply. Nobody expects a dump, but that stack can no longer be treated as permanently locked.

The 32 BTC sale did not move the market, but it changed how the market views the other 800,000+ BTC.

That matters.

[Sarah Larsen @fearless_rising]

I'm 36.

Stress controlled me for years so I turned to neuroscience.

After 1200+ hours studying elite athletes, CEOs & psychologists, my toolkit is now full of powerful neuro-hacks.

Here are the top 7 that will change your life:

[Michael Shellenberger @shellenberger]

TWITTER FILES - BRAZIL

Brazil is engaged in a sweeping crackdown on free speech led by a Supreme Court justice named Alexandre de Moraes.

De Moraes has thrown people in jail without trial for things they posted on social media. He has demanded the removal of users from social media platforms. And he has required the censorship of specific posts, without giving users any right of appeal or even the right to see the evidence presented against them.

Now, Twitter Files, released here for the first time, reveal that de Moraes and the Superior Electoral Court he controls engaged in a clear attempt to undermine democracy in Brazil. They:

— illegally demanded that Twitter reveal personal details about Twitter users who used hashtags he did not like;

— demanded access to Twitter’s internal data, in violation of Twitter policy;

— sought to censor, unilaterally, Twitter posts by sitting members of Brazil’s Congress;

— sought to weaponize Twitter’s content moderation policies against supporters of then-president @jairbolsonaro

The Files show: the origins of the Brazilian judiciary’s demand for sweeping censorship powers; the court’s use of censorship for anti-democratic election interference; and the birth of the Censorship Industrial Complex in Brazil.

TWITTER FILES - BRAZIL was written by @david_agape_ @elivieira & @shellenberger

We presented these findings to de Moraes, to the Supreme Court (STF), and to the High Electoral Court (TSE). None responded.

Let’s get into it...

[Elon Musk @elonmusk]

The real battle is between the extinctionists and the humanists.

Once you see it, you can’t unsee it.

[Workers in Palestine @WorkersinPales1]

A fantastic show of solidarity from transport unions on Belgium!

We need more of this!!!

Stand up and pressure your union to cut the supply of arms to Israel!

#CeasfireNOW #StopArmingIsrael

[Megatron @Megatron_ron]

BREAKING:

Approximately 50 US military transport planes flew into the Middle East within 24 hours.

There will be an escalation.

[Elon Musk @elonmusk]

@AOC Starlink will support connectivity to internationally recognized aid organizations in Gaza.

[ComStar]

[World of Statistics @stats_feed]

Population living in slums (% of urban population):

South Sudan 🇸🇸: 94%
Chad 🇹🇩: 82%
Sudan 🇸🇩: 74%
Afghanistan 🇦🇫: 73%
Niger 🇳🇪: 70%
CAR 🇨🇫: 69%
Ethiopia 🇪🇹: 64%
Ecuador 🇪🇨: 58%
Pakistan 🇵🇰: 56%
Kenya 🇰🇪: 51%
Iraq 🇮🇶: 49%
India 🇮🇳: 49%
Nigeria 🇳🇬: 49%
Nepal 🇳🇵: 40%
Philippines 🇵🇭: 37%
Maldives 🇲🇻: 35%
Venezuela 🇻🇪: 26%
South Africa 🇿🇦: 24%
West Bank and Gaza 🇵🇸: 20%
Indonesia 🇮🇩: 19%
Mexico 🇲🇽: 18%
Jordan 🇯🇴: 17%
Argentina 🇦🇷: 16%
Brazil 🇧🇷: 15%
Turkey 🇹🇷: 14%
Cuba 🇨🇺: 11%
Ireland 🇮🇪: 9%
Hungary 🇭🇺: 7%
Thailand 🇹🇭: 7%
Vietnam 🇻🇳: 6%
Lebanon 🇱🇧: 5%
Austria 🇦🇹: 4%
Ukraine 🇺🇦: 1%
Egypt 🇪🇬: 1%
Kazakhstan 🇰🇿: 1%

[نفود الدوحة Nfuod @nfuodq_]

“Palestinian people were not betrayed by Hamas, they are massacred by your friend that you hugged so intimately. You would not say that people of Ukraine being betrayed by Zelensky, although in some way thay may be true, because you know WHO actually pulled the trigger that killed people. Yet now you are disrespecting Palestinian people's lives and deaths by blaming the wrong people for their deaths. You are a disgrace.”

[عمرو @amroosay]

A terrifying video shows a direct bombing of civilians in Deir Al-Balah, #Gaza.

This CCTV footage from Gaza reveals a war crime committed by Israeli occupation forces.

When this genocide will END?

#Gaza_Genocide #Palestine #Gazagenocide #CeasefireNOW

[GeoConfirmed @GeoConfirmed]

GeoConfirmed ISR-PAL - Hospital Bombing

Based on the geolocation of new footage its highly likely that:

The missile -Al Jazeera footage- is an interceptor. (Iron Dome)
The explosion in the air is too far away to be related to the hospital explosion.

Read the thread 👇

1/X

[Jackson Hinkle 🇺🇸 @jacksonhinkle]

🇮🇱 ZIONISTS are now ATTACKING my beautiful FIANCÉ who is Miss Universe Russia 2022, posting FAKE EDITED photos claiming she is an escort.

❤️ I love her & she doesn’t deserve this. Can’t say I’m surprised they’d stoop this low, since they get off on BOMBING innocent children!

[عنَّابة @ksa_ksa_ksa_111]

@Byoussef @Abobakr857238

[عبدالمحسن المراني @a_almarrani]

@Byoussef https://t.co/FldiqIDf3p

[Ahmadudin Ahmadi @AHMADUDDIN12]

@Byoussef They misinterpreted…

[Bassem Youssef @Byoussef]

Israel today bombed an Egyptian checkpoint inside the EGYPTIAN territory of SINAI. They claim they did it by “mistake” . Of course. The most advanced American-backed army in the region can’t aim. Do you need a little picture of fly to aim at like those ones you have in public urinals so not to splash yourself hun? A MISTAKE! Huh? WINK WINK! Yes. Like bombing a church, a school or a reporter, dare I say a FUCKING hospital? Oh wait, that was intentional. I know you are a young country. I am almost 50 years old and some of my pubic hair is older than most of your settlements. So why don’t you grow the fuck up! The world sees you. Look at those pictures. WE HAVE SEEN THIS MOVIE BEFORE. Oh wait. I am talking to the wrong people. Let me talk to your parent. Hey: Mr. Fucking President of the United States of America. @JoeBiden . Your spoiled brat is making a mess while pointing to the other kids in the class. Control your fucking entitled lying little child from hell. Oh and please #ceasefireInGazaNOW

[Steve Kirsch @stkirsch]

Breaking: You can now sue the mRNA COVID vaccine manufacturers for damages and the FDA is required to take the COVID vaccines off the market. Why? Adulteration. The plasmid bioactive contaminant sequences were NOT pointed out to the regulatory authorities. It's considered adulteration. I just got off the phone with Professor Byram Bridle and Dr. Robert Malone on this.

[Amir @AmirAminiMD]

What an absolute legend

[Yanis Varoufakis @yanisvaroufakis]

First, they boasted that they took out a Hamas cell by bombing the hospital in which they hid. Then, when they realised the soul-crushing human toll, they deleted the tweet and desperately tried to blame it on Hamas-Islamic Jihad. The people of Israel deserve better leaders.