Floatright

It’s all Weimar and there is blood in the casino.

[Floatright @Boatright1]

@markcecchini Equity

[Floatright @Boatright1]

@zhusu Snapchat same boat

[Floatright @Boatright1]

@LucasSacerdote_ To they don’t hedge any of their urea output price fluctuation?

If this is true, this is wildly undervalued.

[Floatright @Boatright1]

@LucasSacerdote_ @LucasSacerdote_ see above.

[Floatright @Boatright1]

Lucas have been following your analysis for some time. Well done. Yes Urea is climbing and AGRO is incredibly positioned but has management given any insights into their hedging strategies of these markets? My assumption is they may have already signifaby hedged out a lot of their forward supply at much lower levels.

Thanks in advance!

[Floatright @Boatright1]

@JLinvilleFert I respect that. Thank you.

[Floatright @Boatright1]

Market thinks they are going to do some type of price caps or be overly scrutinizing of fertilizer company profits. I think it’s the contrary, the last thing you want to do is disincentivize these companies to sell domestic. The admin certainly doesn’t want to hurt a critical industry- what have they done in the other markets? Subsidize.

What am I missing?

[Floatright @Boatright1]

@TKopelman @ColoradoRick1 @BarbellFi No, pay the loan as agreed. Gifting not related but implied to offset.

[Floatright @Boatright1]

@TKopelman @BarbellFi Use annual gifting to offset some of it

[Floatright @Boatright1]

@TheFlowHorse @ethanrkho Without a doubt

[unusual_whales @unusual_whales]

73.7% of all US wealth is held by those over 55, up from 56.2% in 2000, per US Fed.

[Floatright @Boatright1]

I get calls every month from scammers because of the Ledger data leak. I’ll concede I am no opsec super expert but I was young and naive and used the hardware that was presented to me as trusted.

My guess is that with AI tracing the entire ledger of bitcoin is probably 95% or more known/identified user/IP address etc.

[Floatright @Boatright1]

@GoodTexture @neuralunlock And I know you know that’s bullish

[Dr. Ben Braddock @GraduatedBen]

The flightless bird
Climbs the mountain
To touch the sky

[Floatright @Boatright1]

@will__mcevoy @cypherpunk Make privacy great again.

[Floatright @Boatright1]

@paintwithalex @belfort_max @grok Not seeing your reply. Yes very interested and in no rush!

[Floatright @Boatright1]

@paintwithalex @belfort_max @grok See dm

[Floatright @Boatright1]

@anikmalcolm @paintwithalex Just sent dm

[Floatright @Boatright1]

@earlyadopterz https://t.co/cRLNTxbGcF

[Floatright @Boatright1]

@GoodTexture My bet is big institutional money comes in very early 2026 to position Zcash/privacy at the narrative for the year.