K A L E O

καλέω: to call This is my journal Co-Founder - @LedgArt_io

[K A L E O @CryptoKaleo]

I spent a lot of time on this article & it was a difficult conclusion to reach.

I’m as bullish on Bitcoin as any person on this app, and continue to be.

But I do believe there are fundamental issues with MSTR that must be addressed.

And I’d rather it happen sooner than later.

[K A L E O @CryptoKaleo]

https://t.co/LrFnaTF9Qz

[K A L E O @CryptoKaleo]

@farokh Congrats my man!

[K A L E O @CryptoKaleo]

Finding a thousand ways to try and justify selling their Bitcoin.

[Strategy @Strategy]

$BTC is bigger than any single buyer or seller.

[K A L E O @CryptoKaleo]

One thing I am extremely confident of -

Now is the best time possible you can be building something in crypto.

Whether it’s a business, an app, or even your personal presence and brand - the heart of the bear market is where the heroes of the next bull market are born.

The beautiful part about prices being down is you have more time than ever to do it.

When we’re in the middle of everything going up only, it’s much more difficult to find enough time to take a step back and build.

And you have more tools than ever to do it.

This bear market is converging with the GOLDEN ERA of AI. You have more compute available to you relative to cost than we’ll likely ever see.

Crypto is the most obvious scaling rails for payments and transactions for AI agents. We’re already seeing it start to happen.

So whether this is truly the bottom or even if we dip another 50% over the next few months, ignore the noise and focus on building something with the bigger picture in mind.

Work harder and be more bullish.

[K A L E O @CryptoKaleo]

GOOD MORNING CRYPTO TWITTER

[K A L E O @CryptoKaleo]

@ClaudeDevs thank you for doing that at the exact same time as my scheduled weekly reset!

really cool

[K A L E O @CryptoKaleo]

gpt-5.6-sol ultra fast***

wasn't used to the new reasoning settings

[K A L E O @CryptoKaleo]

GPT-5.6-Sol xhigh fast w/ 4 free usage limit resets available.

BASED.

time to have some fun

[K A L E O @CryptoKaleo]

Feel like a kid on Christmas morning.

Fable 5 limits just reset.

GPT-5.6 just went live.

Grok 4.5 is actually useful.

Apologize if I'm not as active on the timeline today.

It's a good day to build.

[K A L E O @CryptoKaleo]

Feel like a kid on Christmas morning.

Fable 5 limits just reset.

GPT-5.6 just went live.

Grok 4.5 is actually useful.

Apologize if I'm not as active on the timeline today.

It's a good day to build.

[K A L E O @CryptoKaleo]

@OpenAI LET'S GOOOOO

[K A L E O @CryptoKaleo]

GPT-5.6 IS LIVE

[OpenAI @OpenAI]

Sol, Terra, and Luna, our GPT‑5.6 family of models, are starting to roll out now in ChatGPT, Codex, and the API.

[K A L E O @CryptoKaleo]

@sama RELEASE THE BEAST

[K A L E O @CryptoKaleo]

Grok 4.5 might not be the "smartest" AI right now - but it's 10x better than Fable at any type of smart contract audit, because it actually works without shutting down.

[SpaceXAI @SpaceXAI]

Announcing Grok 4.5, our first model trained specifically for coding and agents. It was trained with Cursor and offers frontier intelligence at leading speeds and cost efficiency.

https://t.co/i8HpU7w64k

[K A L E O @CryptoKaleo]

@Dad_Presents Brother I understand amplification very well

It works in both directions

[K A L E O @CryptoKaleo]

$MSTR holders see this and somehow celebrate it.

Strategy is literally saying they are willing and ready to dilute you infinitely.

You need BTC to perform > 3.3% APR to see ANY upside in the equity.

They have shifted their Strategy from “never sell” to celebrating the idea of continuously selling.

They don’t actually care about the Bitcoin anymore.

They’ll continue to cook the books and make up whatever useless metrics they want to continue to justify erasing shareholder value and enriching themselves.

[Strategy @Strategy]

$BTC capital gains fund $STRC credit dividends.

[K A L E O @CryptoKaleo]

@chickenranch777 means I've had a lot of great calls to countertrade then!

[K A L E O @CryptoKaleo]

#Etherem / $ETH

$1K before $5K

[Kalshi Crypto @Kalshi_Crypto]

BREAKING: Our traders forecast Ethereum will crash to $1,300 this year

[K A L E O @CryptoKaleo]

What happens to these numbers if $MSTR doesn't hit the conversion price for the convertible debt by the put dates, Michael?

Feels a bit disingenuous to ignore $6.7B worth of obligations you need to retire within the next 2-3 years, doesn't it?

[Michael Saylor @saylor]

One of the most misunderstood $MSTR metrics is BTC Breakeven ARR. If BTC appreciates faster than 3.3% over time, BTC capital gains can fund $STRC dividends indefinitely.

[K A L E O @CryptoKaleo]

$STRC

Doesn't seem like the market is a huge fan of Strategy pivoting toward active capital management.

Not surprising considering their track record for timing and executing BTC buys and most recently sells.

[Phong Le @phongle]

Strategy is evolving from one-way capital issuance to active capital management.

[K A L E O @CryptoKaleo]

First bullish ban I’ve seen in a while

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: India's central bank backs crypto ban