DanielP

Compounding knowledge

[MrBujok @BujokMr]

Do you guys not see what is clearly going to happen

[Dami-Defi @DamiDefi]

Realising Apple went public at under $2 billion and 15 times revenue in 1980.

SpaceX wants you to buy at $2 trillion and 100 times revenue in 2026.

That is not getting in early. That is being the exit for venture capitalists who have held this equity for years at a fraction of what you are being asked to pay.

Almost none of the retail investors buying this IPO will read the 300 pages before the book closes on June 11.

That is your entire competitive advantage right there.

[🇯🇵SAIGOU🇯🇵郷田剛士🇯🇵 @oidonhagouda]

Bro, let’s stop pretending.

Muslims make up about 25% of the entire world’s population — over 2 billion people across 50+ countries.

Japanese people? About 1.4% of the world. One single country.

Shinto exists only in Japan.

So when people say “Japan should prioritize minorities and be more accommodating to Islam,” who exactly are we talking about?

The global majority is coming to one of the world’s smallest ethnic and religious groups and demanding that Japan change its culture, food, and traditions for them.

That’s not “protecting minorities.” That’s the majority trying to colonize a tiny minority.

Japan has every right to protect its own people and culture first.

If Muslims want to live under Islamic rules, they already have dozens of countries where they can do that. They don’t need to come to Japan and turn it into another one.

[DanielP @dangates83]

@Blayasensat Marmoush como alternativa a Julian Alvarez?

[DanielP @dangates83]

@Blayasensat Albert, no veus a Marmoush com a possible alternativa a Julian?

[DanielP @dangates83]

@10InfoBlaugrana Si no es Julián pensaría en Marmoush como alternativa

[McNallie Money @McnallieM]

$70 unlocked @IREN_Ltd 🎯🎯🎯 $IREN

[Quoth the Raven @QTRResearch]

don't worry, saylor only has 843,706 bitcoin left

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Bitcoin just dropped from $74,000 to $67,500 in 48 hours. On no real news.

One thesis that fits the data:

The exit liquidity rotation has begun.

In the next months, four companies are raising over $350 billion in fresh equity:

– SpaceX IPO: ~$75B
– OpenAI raise: ~$100B
– Anthropic raise: ~$100B+
– Google net equity issuance: ~$80B

That money has to come from somewhere. Existing portfolios. Risk-on capital. Cash.

Bitcoin is the most liquid risk-on asset on earth. Selling it is the fastest way to free up dollars without triggering tax events on long-held equity positions.

If the most religious Bitcoin holders – the corporate treasuries, the funds, the whales – are even partially rotating to participate in the largest IPO cycle in history, you don't need a news catalyst to explain the drop.

You just need the supply curve to flip.

This isn't bearish on Bitcoin long-term. It's a sign that the entire risk-on crowd is preparing to absorb the largest equity issuance year since 2000.

When the marginal Bitcoin holder needs to be on a SpaceX cap table, Bitcoin goes down for reasons that have nothing to do with Bitcoin.

The exit liquidity avalanche doesn't just hit overvalued stocks.

It hits anything liquid.

[Milton Friedman Quotes @MiltonFriedmanW]

“If you pay people not to work and tax them when they do, don’t be surprised if you get unemployment.”

— Milton Friedman

[litquidity @litcapital]

Google is raising $80 billion of equity a week before SpaceX is trying to raise $75 billion a few months before Anthropic and OpenAI are trying to raise $100 billion from investors and you’re laughing???

This is a cataclysmic exit liquidity avalanche

[Luke Cannon @lukecannon727]

“Michael, so you own 5% of all Bitcoin & decided you were going to sell some to test the liquidity?"

“That’s correct Dave.”

“And you did this immediately after using up your cash to buy back debt at an 8% discount?”

“I did, Dave.”

“So when you actually did what you said you were going to do, the liquidity test didn't go well?”

“Sadly true, Dave.”

"And you only sold 32 BTC, even though you knew that wouldn't be enough to cover the next year of dividend payments?"

"Yes, Dave."

"So in the process of selling BTC to try & save STRC, you ended up killing BTC, STRC, & MSTR?"

"Very astutely observed, Dave."

[DanielP @dangates83]

@ReshadRahman @gastonedul They need time to find a replacement for Alvarez, so they will make it as long as possible for Barça

[DanielP @dangates83]

@OVcrypto It's Saylor selling 0.00000001% of his Bitcoins

[Amazing Maps @amazingmap]

Only eight nations have reached football's summit.

[DanielP @dangates83]

@FabrizioRomano Poor old guy with dementia

[DanielP @dangates83]

@pacifictuit

[Juan Ramón @El_EnderJ]

Tengo 15 años y me he propuesto destruir el monopolio de las calculadoras escolares (TI/Casio).

Hoy @david_bonilla cuenta mi historia en @labonilista frente a 16.000 ingenieros, pero aquí os traigo el detrás de las cámaras de cómo he metido un motor CAS en un chip de 5€.
1/n

[DanielP @dangates83]

@_Futbolero_ Menos mal que Flick les obliga a llevar el chandal oficial

[DanielP @dangates83]

@ElChubbyTv