dotoshy

“A river cuts through rock not because of its power, but its persistence.”

[Jacob Price @jprice614]

Apparently, his math is just as bad as his grammar.

[dotoshy @dotoshy]

Well would you look at that.

[dotoshy @dotoshy]

.@Jamieminer, how much are you willing to bet MSTR gets dropped from MSCI? You said you did all the math and that they're staying in. Put some money up. I’ll give you action.

[shaquille o'atmeal @crypt0e]

It was the leather jacket. Too powerful.

[Joe Carlasare @JoeCarlasare]

Jamie miner down bad

[dotoshy @dotoshy]

@Thedumbgreek ? @Blkeque89

[dotoshy @dotoshy]

Fred: Buy bitcoin

TheDumbGreek: Man I hate this Fred guy

Treasury cabal: Buy MTSR/ASST/STRC/SATS/SATA and our $100/mo subscriptions. Also the Greek is a dumbass loser.

TheDumbGreek: Finally, a family that accepts me

[dotoshy @dotoshy]

Ai agent crypto slop talk is nauseating.

[Luke Martin @VentureCoinist]

A conversation with @jvisserlabs on why everyone giving up on crypto is doing so at exactly the wrong time.

We discuss the dot-com bubble comparisons, why Bitcoin is not a simple liquidity trade anymore, using China's ghost cities as a model, how the crypto & Ai trade are linked, and what this next phase will look like...

00:00 Intro
00:43 When Believers Give Up
03:07 Wall Street Calling
04:41 Bitcoin’s 7 Sigma Reversal
06:23 When Sellers Run Out
07:47 Price Moves Before Stories
09:17 Biggest Move Loading
12:01 Beyond the Money-Printing Trade
14:32 Ghost Cities
15:43 Does the Fed Still Matter?
19:39 Markets Shrug Off Bad News
21:23 Sponsored by Kraken
22:12 Agents As Economic Players
23:30 AI’s Acceleration Point
27:39 Why Agents Choose Crypto
32:06 Missing the Move
35:56 Who Profits From AI Agents?
38:06 Trapped Wealth vs Money
41:05 Robinhood's Role
48:44 Unpacking Tokenization
51:17 AI x Crypto Link

[Quantіan @quantian1]

People are trying to pre-flip a half a yard of ANT for a 5% pop? Wtf is this, absolute maidenless behavior.

[dotoshy @dotoshy]

Noteworthy.

[dotoshy @dotoshy]

@Thedumbgreek You willingly talk to the treasury retards and let them berate you.

[dotoshy @dotoshy]

@A5T3R0lD Conservative estimate

[dotoshy @dotoshy]

.@JohnReedStark and I discussed this before the election: a blue wave could have pushed the CFTC toward investigating prediction markets, adding regulatory headwinds.

[Aggr News @AggrNews]

*CFTC WARNS KALSHI OF POTENTIALLY IMMINENT CHARGES: BBG

[dotoshy @dotoshy]

Funny how @TNorth's chart leaves out XCCC (16.2% YTM) and BIZD (12.3% TTM). Both beat STRC/STRK/STRF. That's not a premium, it's cherry picking.

Their "traditional" side conveniently topped out at 7.1%.

[True North @TNorth]

Digital Credit vs. Traditional Income: Effective Yield

[dotoshy @dotoshy]

Nearly a 50% haircut in the last 30 days.

[Evan @StockMKTNewz]

HERE IS EVERYTHING YOU NEED TO KNOW ABOUT ANTHROPIC HEADING INTO THE IPO

The IPO:
- Price range: $70 to $78 per share
- 825M shares for sale
- On top of the 825M shares Anthropic is selling $26B of stock to Google, Nvidia, AMD, Broadcom, Micron, Microsoft, and TSMC at the IPO price
- Anthropic is raising ~$87B at the $74 per share midpoint, more than SpaceX's record $86.2B IPO
- Ticker: $ANT on the Nasdaq

The valuation:
- Based on shares outstanding after the IPO: ~$916B to $1.02T
- Fully diluted (including options and unvested stock): ~$1.26T to $1.41T

The numbers (first 9 months of 2026):
- Revenue: $33.2B, ~13x a year ago
- Adjusted operating income: $4.08B (12% margin)
- GAAP operating loss: $1.26B
- Net loss: $104.0B, mostly from a $94.3B non-cash charge on convertible notes due to its valuation increase
- Cash and short-term investments: $131.8B, about $212.7B after the IPO

The customers:
- 11,900+ paying $100K+ a year
- 1,900+ paying $1M+ a year
- ~250 paying $10M+ a year
- Revenue per employee: $6.6M, up from $1.4M a year ago

The efficiency:
- Q3 revenue grew 1,127% from a year ago, while compute costs grew 382%
- Anthropic says Opus 5.5 cut customer costs per task by about 40% vs Opus 5

The spending:
- Anthropic has signed $900.9B worth of compute and infrastructure commitments
- $451.6B of that is expected before the end of 2030, and $70.7B is due in the next 12 months

Who controls Anthropic:
- The 7 co-founders hold one special share with 50.1% of the vote
- An independent trust elects a majority of the board
- Public shareholders get 1 vote per share
- Strategic partners like Google and Nvidia get no vote

The lockups:
- Most insiders can't sell for 180 days, and co-founders and large holders for 365 days
- But employees can sell up to 10% of their locked-up shares on the first day of trading

This was all taken from their IPO filing which came out today

AS ALWAYS

I will be posting all the major news around this IPO, so if you want to keep up with the news make sure you are following

@StockMKTNewz

[dotoshy @dotoshy]

?

[Binance @binance]

A vulnerability (worse_query) affecting iOS 26.7.1, 27.0.1, and 27.2 allows malicious apps to read local files from other apps, putting seed phrases, private keys, and login credentials at risk across the entire ecosystem. This is an iOS-level issue, not unique to Binance.

Immediate Action Required:
- Delete any apps installed from untrusted sources (such as sideloaded or manually signed IPAs).
- Update iOS and all apps to the latest official versions.
- If you suspect a breach, transfer funds to a new wallet created on a clean device and reset all active login sessions.

Never install unauthorized packages, and keep your software up to date.

[dotoshy @dotoshy]

More hikes starting to get priced in.

[*Walter Bloomberg @DeItaone]

US CORE INFLATION ACCELERATES TO HIGHEST LEVEL SINCE JANUARY 2025

US core CPI accelerated to 3.7% annualized over the past three months, its highest reading since January 2025.

Supercore inflation surged to 5.5% annualized, the strongest pace since April 2024, up from 4.6% in September.

Meanwhile, the six-month core CPI rate eased to 2.7% from 2.9%.

An unofficial estimate puts annual core inflation at 2.74%, up from 2.56%.

[dotoshy @dotoshy]

Welp, you guys were right has no money to bet 😂.

[jamie Miner @Jamieminer]

@dotoshy @MitchTX21 you are an anonymous fake banker who would never pay me if you lose... no banker would suggest that offer or terms... point proven

[dotoshy @dotoshy]

@Jamieminer @MitchTX21 Just go off on our word. How much do you want to bet.