Crypto Chess - Separate Money and State

Maybe we are not so helpless after all, maybe we can overthrow the system?(!) Bitcoin Maximalist. No financial advice.

[Crypto Chess - Separate Money and State @CryptoChess]

#Bitcoin Orange Coin Freedom - Video by Wahnsucht

[Ounka @OunkaOnX]

Alex Karp: "I am the most publicly supportive CEO of Israel. Israel is on the side of good."

Cool. You're also the most publicly complicit CEO of a genocide.

[Going Underground @GUnderground_TV]

Palantir CEO Karp: ‘I think Israel is on the side of good…I’m the most publicly supportive CEO of Israel.’

If genocide, ethnic cleansing, wars of aggression, occupation, and apartheid are ‘good’ according to Alex Karp, one hesitates to imagine what he thinks ‘evil’ is.

[CryptoCon @CryptoCon_]

The Second Low Band of the Bear Bands has confirmed its breakdown, and price has retested it as resistance.

The timeline for this model is August - October to reach 44.5k, and November - January to reach 29k.

Given the amount of space (not very much) that most data has before bottoming, I could see that happening at 46k instead of 29k.

Certainly not a convincing bottom at current prices though.

[Pledditor @Pledditor]

oof

[George Galloway @georgegalloway]

INTERVIEW: Iran is preparing for round two in the war

Will they never learn? The US has brought in extra forces and logistical equipment, says Professor Seyed Marandi. The third nuclear threat against Iran. Using the peace to prepare and exporting record amounts of oil

Follow #MOATS 564 X: @s_m_marandi #georgegalloway #Trump #Iran #oil #nuclearthreats

[Seyed Mohammad Marandi @s_m_marandi]

Every time I spoke on the BBC and uttered the word genocide, the host rushed to dismiss its very legitimacy. Each one of them has blood on their hands.

[Lawrence Lepard, "fix the money, fix the world" @LawrenceLepard]

@HistoryWJacob No. It was a war crime. Generals Eisenhower and McArthur both opposed it. Said it was not necessary. IMO he should have bombed an empty island and said, watch this. Same result, civilian lives spared.

[Bernie Sanders @BernieSanders]

This is not a normal statement from a normal cabinet member of a major nation. 

This statement from Israeli National Security Minister Ben-Gvir is the statement of a war criminal. 

The racist, extremist Israeli government does not deserve one nickel of U.S. support.

[Stew Peters @realstewpeters]

IRANIAN PRESIDENT: “If we did not have our defensive missiles, Israel and America would have plowed through Iran the way Gaza was plowed through, showing no mercy to the old or the young. They speak of human rights. It is a great lie.”

It’s a hard truth to hear, but it’s true.

[Richard @ricwe123]

Let's be honest,the Iranian delegation's performance in Switzerland was a masterclass in psychological and diplomatic leverage.
They arrived on their own terms, made the Americans wait, refused even the symbolic gesture of a handshake, held firm to their demands, and walked away the moment they usual threats from Donald Trump entered the conversation.
In doing so, they projected confidence while exposing the American desperation and weakness.

What stands out is the Persians' sophisticated understanding of symbolism and strategy.
Every move is calculated, every gesture deliberate, as though they are several moves ahead in a chess match while their counterparts is struggling to keep up.

The result is a striking contrast: Iran is composed, disciplined, and in control, while the United States is reactive and outmaneuvered.
It is becoming increasingly difficult to deny the fact that Iran has now emerged as one of the most influential and formidable powers in the Middle East......

[TechDev @TechDev_52]

Green phase of the cycle has begun.

[Jeff Dorman @jdorman81]

MSTR pickle continues: What I laid out 2 weeks ago is still the only viable path to save $BTC and $MSTR in the short-run.

Either sell an enormous amount of BTC and MSTR to help bring $STRC back up near par, and at least buy yourself some time, or continue to watch every part of your cap structure melt because of the uncertainty you've created.

My base case right now:

-70% odds they just keep doing what they're doing, selling small amounts of MSTR every month at non-accretive levels, crushing the stock til it falls to .70 mNAV. This would give STRC holders at least a glimmer of hope, and BTC would be fine, but MSTR would get hammered.

- 25% chance he does the right thing, admits he messed up when he bought back the debt, sells $3-4 bn of BTC, buys a ton of time (marginally good for MSTR, good for STRC, bad for BTC short-term but good long-term)

-5% chance he does the nuclear option -- kills the dividends, letting the prefs fall to 30-40 cents on the dollar, which will close the capital markets to him, but at least shuts off the $1.7 bn per year cash outlay problem, and gives BTC a chance to recover over several years.

FWIW -- MSTR is still trading at 1.15 mNAV using the correct calculation:

$54 bn BTC on balance sheet
+ $1 bn USD cash
- Less $5.2 bn debt
- Less $14.6 bn prefs (including STRC)
= $35.2 bn of unencumbered BTC

$40.4 bn MSTR equity market cap

$40.4 bn / $35.2 bn BTC = 1.15 mNAV

Which means -- MSTR still going a lot lower (should trade at a discount to NAV now).

[Crypto Chess - Separate Money and State @CryptoChess]

@krugermacro lol

[Pistachio 🇮🇷 🇵🇸 @HarleyShah]

The US didn't want to let the Iranian football team in the country because they were afraid all the women would leave with them

[Bushra Shaikh @Bushra1Shaikh]

Indigenous Americans have been asking this question for a while now.

[Sulaiman Ahmed @ShaykhSulaiman]

JUST IN: IRAN NATIONAL TEAM 2026 WORLD CUP INTRO

[grav @defi_grav]

Coinbase just charged me 3% to “sell” USDC to USD before I could withdraw to my bank account

Absolutely criminal

[𝐓𝐗𝐌𝐂 @TXMCtrades]

Just as it took a few weeks for the rally to top out, the low- wherever it lies- will likely take a few weeks to print. Ideally want to see the weekly stoch RSI back at lows, which won't happen overnight. $BTC

[WallStreetBets @wallstreetbets]

new thesis: $zec is the new $btc

quantum resistant

[Ansem 🐂🀄️ @blknoiz06]

I meme a lot but i actually do think this pair continues to go up, zcash currently trades at lower than 1/100th of bitcoin's total valuation w/ better quantum resistant properties while privacy is becoming a popular narrative

concerns w/ saylor as key man risk also materializing

should be closer to 1/10th valuation, which would be ~.1zec per btc