𝕕𝕚𝕘𝕚𝕕𝕪

digging for Information and profit

+EV

DYOR

Not Financial Advice

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

https://t.co/3k3Efow5Ip

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@nsquaredvalue Agreed and I’ll be bullish if it gets there.

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@FirstSquawk

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@TheCryptoScribe @BitcoinNewsCom Bwahahahaha

That’s funny, PLEASE show your work.

Banks are unloading BTC right now.

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@TicTocTick

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

The good old days...choose your post quantum horse carefully $XRP, $ETH &? $BTC

[Flying Raven ⚡️🇺🇸 @OffshoreHODL]

All you need is love, and Bitcoin... and @saylor

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

Madmen

[Every Movie Plug @everymovieplug]

Name a TV series that was solid from start to finish.

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@TicTocTick All for a counter narrative to the sheep, but Vance??

He's been the kiss of death to wherever he's been deployed of late. If that's the story...it's not a good one.

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@OffshoreHODL $BTC was such an elegant solution for so long but the Quantum fork is real and just because someone did a good job quieting the storm today...we're far from past it.

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@BitcoinNewsCom $BTC it’s nothing…just military grade security

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

The security moat around $PATH is real.

Vibe coding is not a consideration for heavily regulated industries.

[Shay Boloor @StockSavvyShay]

$PATH Q4 EARNINGS

• Revenue $481M vs Est. $465M
• EPS $0.30 vs Est. $0.25
• Net Retention Rate 107%
• ARR $1.85B (+11% YoY)
• Net new ARR: $70M

FY27 Guidance
• Revenue $1.76B vs Est. $1.74B

Announces new $500M stock repurchase authorization.

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@Mr_Derivatives

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@iv_technicals The most logical evolution of quant trading is that down days will be more sector and stock specific while the broader market squishes up...max chaos when the hedges stop working. 💀☠️

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

What does this mean for $MSFT ???

Can't be good.

[Mario Nawfal @MarioNawfal]

🚨🇺🇸 ELON SCORES MAJOR WIN: JUDGE SAYS "PLENTY OF EVIDENCE" OPENAI BROKE ITS PROMISES, SENDS CASE TO JURY TRIAL

Sam Altman's worst nightmare is heading to a courtroom.

A federal judge ruled Wednesday that Elon's lawsuit against OpenAI can proceed to a jury trial in March, rejecting OpenAI's attempt to throw out the case.

US District Judge Yvonne Gonzalez Rogers:

"There is plenty of evidence suggesting OpenAI's leaders made assurances that its original nonprofit structure was going to be maintained."

The backstory:

Elon co-founded OpenAI in 2015 and contributed roughly $38 million, about 60% of its early funding, based on assurances it would remain a nonprofit dedicated to public benefit.

He left in 2018.

Since then, OpenAI cut multibillion-dollar deals with Microsoft and restructured toward for-profit status.

The accusation:

Elon alleges Sam Altman and Greg Brockman plotted the for-profit switch to enrich themselves, betraying OpenAI's founding mission.

OpenAI's response:

They called Elon "a frustrated commercial competitor seeking to slow down a mission-driven market leader."

The judge disagreed.

Now a jury will decide.

Elon built xAI and Grok from scratch while fighting this battle.

Now he might prove in court what many suspected: OpenAI sold out.

March is going to be interesting.

Source: Reuters / NYP

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@SantiagoAuFund Except for intervention…

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@CNEstocks https://t.co/4vzNcwVzCF

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@MarioNawfal Is this response to US not getting the most critical REE���s?

China is not going to loosen restrictions at this point on the most valuable REE’s Dysprosium (Dy) and Terbium (Tb), which are heavies and Neodymium (Nd) and Praseodymium (Pr) which are light rare earth elements.

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

Details on rare earths REE part of the China/US trade deal don’t look very good.

The US won’t be getting the most critical REE’s, those remain on China’s restricted list detailed by @MarioNawfal

China is not going to loosen restrictions at this point on the most valuable REE’s Dysprosium (Dy) and Terbium (Tb), which are heavies and Neodymium (Nd) and Praseodymium (Pr) which are light rare earth elements.

Got REE stocks with those deposits?

$USAR $IDR 📈

What publicly traded companies am I missing that have those REE’s?

[Mario Nawfal @MarioNawfal]

🇺🇸🇨🇳 U.S. TO GET RARE EARTHS FROM CHINA... JUST NOT THE RAREST

After a year-long metals cold war, China’s finally agreed to start shipping 3 key materials, gallium, germanium, and antimony, back to the U.S.

It's all part of a trade peace deal announced after Trump and Xi’s big summit last week.

These metals are super important for stuff like semiconductors, defense tech, and your phone.

China banned them in December 2024 to stop “military use,” freaking out everyone and their mother back in the U.S.

Now, the White House says China will hand out general licenses, letting U.S. companies buy them again.

But there's a catch, as there always is whenever dealing with China.

Xi’s still holding tight on the most important ones, so don’t expect a full metal comeback just yet.

Sources: Bloomberg

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

$NNDM up 📈 over 8% today on 3x volume 👀

[𝕕𝕚𝕘𝕚𝕕𝕪 @DignBTC]

@allthingsf74065 The question now is will the US Administration save face by not investing in more REE companies $USAR, $IDR, $ARRNF, $NB and the like or will pragmatism win out?