ObiWannaBe

Biotech warhorse. Crypto class of ‘17. Fly fisher & YOLO snowboarder. Escaped the Matrix. $ASND May ‘16 (ridiculous weight in stock port). Just use $AAVE 👻

[ObiWannaBe @JediMindTrick__]

@ONeilTrader @Sports_bios The combo is interesting as GH and CNP act at different stages of chondrocyte maturation. Heck, even PTH plays a role. Hence, $ASND has the complete toolbox to address ACH.

[ObiWannaBe @JediMindTrick__]

@thetinman77 @0xChiefy @CryptoNobler Do you have eyes?

[ObiWannaBe @JediMindTrick__]

@P_Earns24 @amitisinvesting Reads like a poem

[ObiWannaBe @JediMindTrick__]

@amitisinvesting Send it!🥳

[ObiWannaBe @JediMindTrick__]

Entered a large position in $MRVL two days ago and was then frustrated with my timing seeing the drop yesterday. However, this thing will do just fine.😎

[Hardik Shah @AIStockSavvy]

Marvell-Google Agreement: $MRVL $GOOGL

➤ Signed a commercial agreement with Google on July 29 to supply custom semiconductor products

➤ Agreement covers AI, storage, and networking chips

➤ Issued Google a warrant to purchase up to 58.97 million shares

➤ Exercise price on warrants issued to Google set at $206.58 per share

➤ During the first year after the agreement signing, 1.360867 million warrant shares will vest each quarter

[ObiWannaBe @JediMindTrick__]

@limalemonnn Thank you for sharing, Lima. I have to be honest, it hit me.
Also reminds me of Søren Kierkegaard with his thoughts about how life is understood backward but lived forward.

[ObiWannaBe @JediMindTrick__]

@ardizor True. Many ways to look at the four year cycle split of 3:1. Here is another great one. Get ready! $BTC

[Rekt Fencer @rektfencer]

BITCOIN HAS 53 DAYS LEFT.

$BTC macro cycles are almost too perfect:

2015 ➜ 2017 bull: 1064 days
2017 ➜ 2018 bear: 364 days

2018 ➜ 2021 bull: 1064 days
2021 ➜ 2022 bear: 364 days

2022 ➜ 2025 bull: 1064 days

If the pattern repeats one more time:

2025 ➜ 2026 bear: 364 days

Cycle bottom: October 5, 2026.

Bookmark this.

[ObiWannaBe @JediMindTrick__]

Will is out with a new solid $BTC update and analysis! Such a great read (as always).
Thanks @WClemente 🙌🏻

[Will @WClemente]

https://t.co/Yc7cBblawh

[ObiWannaBe @JediMindTrick__]

@GordonGekko Little dude is killing it😂🤣. Gotta love the hustle and blunt honesty😂

[ObiWannaBe @JediMindTrick__]

@Crypto_Chase @saylor Fr, 💯 the vibe

[ObiWannaBe @JediMindTrick__]

@elonmusk https://t.co/PMFL2nNXRc

[Rocketry @SpaceNews92]

Everyone's talking about the splashdown. Almost nobody is talking about the engineering that made it possible #spacex #starship #flight13

[TechInnovation @TechInnovationz]

$IonQ $SKYT

IonQ received final regulatory approval today to complete its $1.8B acquisition of SkyWater.

The companies expect to close Friday, July 31.

→ FTC Second Request issued April 24. Cleared in just over three months.
→ SkyWater becomes a wholly owned subsidiary, keeps the SkyWater name, keeps serving its full range of foundry customers
→ Combined Q2 earnings call August 5, after the close
→ Investor day September 8

Six months from signing to clearance, through a Second Request. The friction confirmed the strategic weight - and it did not change the outcome.

Friday, vertical integration stops being a plan.

⛓️‍💥https://t.co/VSwlBf5W1f

$IONQ $SKYT #IonQ #SkyWater

[Hedgie @HedgieMarkets]

🦔AI companies are bulk-buying rare books, scanning them through high-speed machines that cut the spines off, and shredding the originals. A service called ISBNdb facilitates orders of up to a million books and keeps buyers anonymous. Pre-2022 books are premium because they're free of AI-generated text. A federal judge ruled the practice is fair use because eliminating the original means only one copy exists at a time. Anthropic hired the former head of Google Books partnerships to obtain "all the books in the world."

My Take
This got to me. A bookseller told 404 Media that rare books with almost no surviving copies are being fed into this pipeline. Books that survived wars, fires, and centuries of handling are being shredded so an AI can learn to write a better marketing email.
ISBNdb's website literally says "'AI company destroys two million books' is not a headline that generates sympathy," and they still built an entire business around making it happen quietly. They offer NDAs as a feature. They coach clients to call it "digital preservation."

I've covered AI companies scraping the internet, torrenting libraries, and stealing music. This is worse because it's irreversible. You can re-upload a website. You can reprint a bestseller. You can't replace the last three copies of an 18th-century botanical text once someone shreds them for training data. And the judge said it's legal. So it's going to accelerate.
"We shred rare books and offer NDAs so nobody finds out" is a legitimate business model in 2026. What a timeline.

Hedgie🤗

[ObiWannaBe @JediMindTrick__]

@nwa_chinemere93 @bigcliff3001 Along with their team of cry babies.

[ObiWannaBe @JediMindTrick__]

@LUSCarborough @Microinteracti1 100%

[ObiWannaBe @JediMindTrick__]

@Morlouda @amitisinvesting Entergy Louisiana

[ObiWannaBe @JediMindTrick__]

And so it begins…🇳🇴💪🏼⚽️🏴󠁧󠁢󠁥󠁮󠁧󠁿

[Alf Really 🇺🇦🇬🇧🇨🇦🇪🇺🇮🇱🇩🇪🇵🇱 @vik8867dn]

#Norway vs #England | World Cup Warriors
#haaland #england #norway #kane #worldcup
Created with @higgsfield.ai

[ObiWannaBe @JediMindTrick__]

@_The_Prophet__ “Better to regret something you did than something you didn’t do.” Red Hot Chili Peppers

[ObiWannaBe @JediMindTrick__]

@CryptoKaleo @saylor Adam’s expression says it all.

[ObiWannaBe @JediMindTrick__]

@Ajxxx11x @BullTheoryio https://t.co/ChZrNH1xUF

[K A L E O @CryptoKaleo]

You also have $6.7B of cash obligations you need to pay in the next two years.

You’ve diluted MSTR so much there’s no way the debt converts.

So you need to come up $10.1B+ of CASH in the next two years by either selling MSTR or selling Bitcoin.

STRC is <$90 and isn’t bouncing back, so that’s not an option (and it would be a little insane to raise cash via the asset you’re paying the obligation to).

The premium for the mNAV is approaching 1, so selling MSTR won’t be a viable option much longer.

So the responsible thing you should do is cut your losses sooner rather than later and sell the Bitcoin now.

The lower the price is that you’re forced to sell, the more BTC you’ll be forced to sell to raise the same amount of cash.

[ObiWannaBe @JediMindTrick__]

@WhaleFactor https://t.co/kV37Ax9vGJ