MM0731

Venture Capitalist, Professor & Day Trader

[MM0731 @mm_dfw]

@astocks92 Have a good vacation! You earned it

[The Bitcoin Historian @pete_rizzo_]

BREAKING: 🇺🇸 US SENATORS WILL MEET NEXT WEEK TO FINALIZE THE #BITCOIN CLARITY BILL BEFORE AUGUST RECESS — PUNCHBOWL

CLEAR RULES FOR CRYPTO

IT'S FINALLY HAPPENING 🚀

[XRP 🇺🇸 PATRIOT @GoldLoverXo]

It’s happening 🫡🇺🇸👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻👇🏻

🚨JUST IN: Senate CONFIRMS Clarity Act Meeting NEXT WEEK To FINALIZE The Bill 👀🔥

[Amy @Amy_Bps]

The Ultimate 4D Chess Move: Why Ryan Cohen’s Rejected eBay Bid is the Greatest Customer Acquisition Strategy of the Decade ♟️🧵

Let’s look at the market forensics.

GameStop didn't launch a $55.5B hostile takeover of eBay just to get a rejection letter. What if they did it to hijack the global news cycle, weaponize eBay's own market cap, and build a war chest for the ultimate Trojan horse.

As someone with a background in marketing and building, my thoughts immediately go to user acquisition. Breaking people away from an entrenched legacy system requires immense friction or massive incentive.

Look past the headlines at the real data, and you’ll see the ultimate reverse playing out in front of us. This is purely my own speculation, but the chess pieces align perfectly.

Here is the playbook. 👇

1. The Impossible Bid
GameStop (a ~$10B company) bids $125/share for eBay (a ~$48B company), requiring an insane $20B in debt and massive stock dilution.

Cohen knew the eBay board would immediately reject it as "neither credible nor attractive." But acquiring eBay was never the actual goal.

From a marketing perspective, the goal was the spotlight.

2. The Loaded Gun (The 9% Leverage)
GameStop quietly accumulated a ~9% economic stake in eBay through a complex web of stock and derivatives.

With the HSR antitrust waiting period expiring in early June, those derivatives are eligible for physical share settlement. That 9% block is a loaded gun aimed directly at the eBay board.

If the board stonewalls him, Cohen can dump that massive position into the open market.

He pockets hundreds of millions in profit, tanks eBay's stock, and leaves their board to face furious shareholders—all while using eBay’s own valuation to fund his next move. It is the ultimate "heads I win, tails you lose" scenario.

3. The Trojan Horse
Notice how there has been absolute, deafening silence from Cohen and his team on why https://t.co/B6hHE2921A is currently down and "under construction"?

Look at the real data in the SEC and trademark filings. Teddy Holdings laid the legal groundwork for an "online marketplace" back in 2021.

Just a few months ago, in March 2026, they added "Insurance and Finance."

Teddy isn't just a children's book storefront anymore — the infrastructure is being quietly built for a massive, multi-vertical marketplace.

4. Weaponizing Seller Fatigue
If you move high-value TCG slabs or handle serious volume, you already know how broken the legacy marketplace model is. The exorbitant fees, the algorithm changes, the held funds.

Cohen is playing into this exhaustion perfectly.

He's currently selling his own stuff on eBay to "fund the deal" and highlighting the friction at every turn. He is loudly exposing eBay’s flaws on a global stage, positioning himself as the pro-seller alternative.

5. The Flip
When https://t.co/B6hHE2921A goes live as a seller-first marketplace, it won't launch to crickets. It will launch at the absolute peak of this media frenzy.

Any growth marketer will tell you that user acquisition is the hardest hurdle, but Cohen doesn't need to spend billions on marketing. He just acquired millions of disgruntled sellers and retail investors for free.

This isn't a failed acquisition.

In my view, it’s the most aggressive, brutalist marketing campaign in retail history, completely funded by the target company. People are going to leave eBay in droves.

Watch closely. 🐺

[MM0731 @mm_dfw]

@MikePic36487 @elonmusk Lol. This is the funniest thing I saw all day.

[MM0731 @mm_dfw]

@elonmusk He looks happy to be going to jail. Free housing, free meals and free healthcare.

[Glitch @Glitch_Trades]

Yeah nah, these darkpoo prints are fucking ridiculous.

[Glitch @Glitch_Trades]

Skylit v3 might break the internet.

✅ Skylit Stages
✅ Aegis™️
✅ API / MCP Access
✅ Talon™️
✅ Glitch™️
✅ Trinity Sniper™️

The agentic layer finally coming together.

Power that the retail traders have never been exposed to before.

We are not just leveling up the game.

We are changing it forever.

[Reese Politics @ReesePolitics]

Breaking: eBay Chief Technology Officer Mazen Rawashdeh sells $209,785.08 worth of stock bringing total sale volume for the CTO to $5,852,142.29 over the past three months.

Since March 17, 2026, eBay insiders have sold $30,004,055.08 and purchased $0 worth of stock.

$GME

[Anna Paulina Luna @realannapaulina]

No Save America. No FISA.

[Kenny Nguyen @mrnguyen007]

JPMORGAN 🤝 RIPPLE 🇺🇸 😉 👇

#XRP 💎 💎 💎 💎 💎 💎 💎 💎 💎 💎

[Ḥ @RuoKdaM]

4642 is a major milestone: this transcript covers the critical BBBYQ shareholder appeal on stock ownership & asset rights. Full access returns June 23, 2026, after a mandatory privacy review.Sensitive, game-changing information is being secured. 💎🚀
➕️https://t.co/oHrzv3G8AS

[John Squire 🇺🇸 @TheCryptoSquire]

🚨🏦 MONICA LONG SPEAKS 🏦🚨

Monica Long says that if just 1% of the global payments infrastructure moves on chain, XRP wins.

That’s how massive the opportunity is.

Most people are watching the price. The smart money is watching adoption.

XRP is just getting started. 💥🚀

[MM0731 @mm_dfw]

@PhantomBlack699 I sure hope this can’t block something again.

[MM0731 @mm_dfw]

@isaiahrmartin OK, you Dumbcrat. I must’ve watched something else.

[MM0731 @mm_dfw]

@zionprayertower @saras76 I assume we just did listen to what he said. You Dumbcrat. You guys are all brainwashed

[MM0731 @mm_dfw]

@saras76 She acts like she was negotiating. What a piece of shit.

[Juanita Broaddrick @atensnut]

🚨HALLELUJAH!! SPLC has been indicted !

[Bruce Crossing @SenatorCrossing]

Whoever engineered the Gingrich lady's hairdo should build Trump's Iron Dome for America.

[MM0731 @mm_dfw]

@SenatorCrossing Lol. Funniest thing I heard in a while