Mohammed Hammad

[Mohammed Hammad @m_hammad93]

@IRON1085 @JamesWynnReal lol how will any of what is happening in Europe right now bring in the Mahdi?

[Mohammed Hammad @m_hammad93]

The 30-year Treasury closed at 5.60%.

That's the bar every "Bitcoin yield" product gets measured against now.

[Joshuwa Roomsburg @Joshuwa]

$BTC can earn through $STX staking.

#Bitcoin can outsize gold only when
yield and active markets hold.

STX provides the staking capacity,
letting Bitcoin earn on Stacks.

Active markets give BTC yield a
stronger case versus gold.

Trading activity is the next proof.

[Mohammed Hammad @m_hammad93]

@MitchTX21 Raised ~$1.25B at barely 1x mNAV. Common got diluted.
Buyback at a 25% discount is the clean undo.
Boards rarely authorize selling the whole stack for that.

[Mohammed Hammad @m_hammad93]

@MitchTX21 The bear case is the funding loop, not the demand.
The coupon is fixed. The bitcoin behind it pays nothing.
If BTC goes flat for two years, what pays the coupon besides selling new stock?

[Mohammed Hammad @m_hammad93]

@CryptoTaxSucks Only $3k a year of that can come off his salary.
Four years of mid 5 figures is 50+ years of carryforward at that pace.
Does he know, or does he think it's all deductible?

[Mohammed Hammad @m_hammad93]

Faces are solved. Hands on a product still aren't.

That's where brand UGC breaks, not the face.

[Deno @denogrowth]

i made my AI influencer 5 days ago

now I sit on 1m+ views across all social media and i'm currently making more characters

this is the best thing that happened to the internet since bhad bhabie

what makes ai characters so lit is how easy it is to create them and actually go viral

[Mohammed Hammad @m_hammad93]

New TikTok Shop brand, $2k to start. Pick one:

20 in-house videos, or free samples to 200 affiliates.

I'm taking the samples.

[Mohammed Hammad @m_hammad93]

@macropaperr Dealers got stuck with just $984M of today's $39B. 2.5%.
September's 10-year left them $1.68B, at 4.83%.
Tomorrow's $22B 30-year tests whether that bid reaches the long end.

[Mohammed Hammad @m_hammad93]

@silvanrec Editing was never our bottleneck. Hands are.
Our AI presenter's face holds up fine. Her hands on the glass still break mid-pour.
What does Claude do with a clip where the hands glitch?

[Mohammed Hammad @m_hammad93]

The 30-year closed at 5.66% Monday. Highest since 2002.

Tomorrow the Treasury sells another $22B of it.

Strong auction or ugly one? We find out at 1 PM.

[Mohammed Hammad @m_hammad93]

The 30-year closed at 5.66% Monday. Highest since 2002.

Tomorrow the Treasury sells another $22B of it.

Strong auction or ugly one? We find out at 1 PM.

[Mohammed Hammad @m_hammad93]

@larryvc @JoinStatus Furniture at +154% is the surprise.
A sofa doesn't impulse-buy like a $20 gadget.
Is there return-rate data by category? That's where furniture lives or dies.

[Mohammed Hammad @m_hammad93]

@NickAPappas 2002 detail people miss: Treasury wasn't even selling 30-years then. It stopped in 2001.
Tomorrow it sells $22B of them into 5.7%.
September's cleared at 5.308%. That gap is the story.

[Mohammed Hammad @m_hammad93]

@LukeGromen My call: Bessent cuts long-bond auction sizes at the November refunding.
Question for the video: if he does, is that yield curve control run by Treasury instead of the Fed?

[Mohammed Hammad @m_hammad93]

The cheapest TikTok Shop ad is one the brand never made.

An affiliate posts it, and the brand only pays commission when it sells.

I'd budget for free samples before a single in-house video.

[Mohammed Hammad @m_hammad93]

We scanned 375 AI pour and hand videos on X before making video #1 for an AI wellness presenter.

The pour looks real now. The hands on the glass still don't.

So she talks in one model and pours in another.

[Mohammed Hammad @m_hammad93]

@Romic_Ai Building one now: an AI wellness presenter, first video is a strawberry-lime fizz pour.
The face isn't the hard part. Hands on the product are.
Creators who sell the demo, not the face, keep their rate longest.

[Mohammed Hammad @m_hammad93]

@TreasuryBonds1 Thursday's $22B 30-year is the one that matters.
I posted my call today: Bessent cuts long-bond sizes at the November refunding.
A sloppy tail Thursday makes that call easy.

[Mohammed Hammad @m_hammad93]

The 30-year closed at 5.64% last Wednesday. Highest since 2002.

My call: Bessent cuts 30-year auction sizes at the November refunding.

If he doesn't, I'm wrong.

[Mohammed Hammad @m_hammad93]

@EdgeCGroup What I see on TikTok Shop: the dupes win on affiliates, not fabric.
Lots of creators post try-ons for a cut of every sale.
Does Lulu run its own affiliate program there yet?