New York Herald 🇺🇸

Business news that move markets

[New York Herald 🇺🇸 @nyherald]

“The formula they used … it’s like apples, oranges, a couple of cashews divided by 10 times four.” @EinsteinoWallSt

[New York Herald 🇺🇸 @nyherald]

Buy the dip? Another $1.92 bil of BTC from Mr. @Saylor

[Michael Saylor @saylor]

$MSTR has acquired 22,048 BTC for ~$1.92 billion at ~$86,969 per bitcoin and has achieved BTC Yield of 11.0% YTD 2025. As of 3/30/2025, @Strategy holds 528,185 $BTC acquired for ~$35.63 billion at ~$67,458 per bitcoin. $STRK $STRF https://t.co/1sfyBIglnt

[New York Herald 🇺🇸 @nyherald]

it's not like he needs the cash!

[Chamath Palihapitiya @chamath]

The world’s best investor is selling his bet levered to US home prices

[New York Herald 🇺🇸 @nyherald]

Century old Dow Theory sends sell signal https://t.co/1W22qPaw8t

[New York Herald 🇺🇸 @nyherald]

“If they mess around and find out, he could be a lame duck in three months” Investment strategist Marko Papic on stock market volatility affecting Trump tariff agenda

[New York Herald 🇺🇸 @nyherald]

Great article by @EdanYago on what nobody is thinking about with Bitcoin in Strategic Reserve https://t.co/QAKibMDSri

[New York Herald 🇺🇸 @nyherald]

Instead of steel tariffs, why don’t we build many more ships to keep up with China? We’ll need cheap steel to keep up with demand

[New York Herald 🇺🇸 @nyherald]

A good reminder that history will be written by the victors of AI https://t.co/owMCYC63iK

[New York Herald 🇺🇸 @nyherald]

Meanwhile in California @GavinNewsom is swinging to the right ahead of the 2028 election

[New York Herald 🇺🇸 @nyherald]

Does the 200,000 bitcoin in the reserve include the 95,000 captured from Bitfinix? Govt prosecutors petitioned the federal judge to return it in Jan

[New York Herald 🇺🇸 @nyherald]

All the excuses for Bitcoin's 25% crash https://t.co/6eTKMJ4NoP

[New York Herald 🇺🇸 @nyherald]

Stock hot take: @PalantirTech crashes based on Defense Dept cuts - but why? $PLTR and AI is going to be key to saving money. Overreactions are great opps to pick up great stocks

[New York Herald 🇺🇸 @nyherald]

Institutional adoption for Bitcoin continues

[Arkham @arkham]

ARKHAM ALERT: BLACKROCK BUYING BTC AND ETH

BlackRock currently hold $56.1B of BTC and $3.5B of ETH

[New York Herald 🇺🇸 @nyherald]

Strengthen the dollar with bitcoin don’t hoard it into a strategic reserve

[Christian Catalini @ccatalini]

1/ Instead of merely stockpiling Bitcoin, the U.S. must overhaul its financial architecture to prepare for—and ultimately succeed in—open networks.

[New York Herald 🇺🇸 @nyherald]

We're close to a DeepSeek moment for biotech https://t.co/iKaqlKKecC

[New York Herald 🇺🇸 @nyherald]

Tik Tok Toast? https://t.co/RVZfJp5xEC

[New York Herald 🇺🇸 @nyherald]

The success of $IBIT ETF tied directly to Bitcoin has spawned a European version https://t.co/mGXCEgfqfG

[New York Herald 🇺🇸 @nyherald]

A roadmap for starting off the Sovereign Wealth Fund

[Chamath Palihapitiya @chamath]

I think we can start by slowly selling down our 50% share of TokTok + borrowing against our BTC holdings if we didn’t want to sell them. We can then add to this by directing any revenues from land/drilling deals and sales of any RE from all of the abandoned buildings.

This is ~$50-100B with little effort over the first 2-3 years. No borrowing.

It should be invested in a mix of index funds, bonds, PE, HFs and VC where VC is less than 10% and should shrink as the denominator gets bigger.

The President may ultimately need to call all the big honchos - Blackstone, Citadel, RenTec etc and I suspect they will immediately show up for a press conference at the WH to announce that America is now an LP in their fund. To be excluded could be terrible PR and negative morale to US employees.

I also suspect that the President could ask for a special fee arrangement: 0.5% fee + 10% carry. I suspect these leaders would agree.

But hey, I’m just here randomly tweeting shit without really thinking about it so wdik?

[New York Herald 🇺🇸 @nyherald]

Hopes dashed on Bitcoin as stablecoins “stole the show” but David Sacks did say they’ll look into Bitcoin reserve

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: 🇺🇸 President Trump's Crypto Czar David Sacks says they're going to evaluate a Bitcoin Reserve.

[New York Herald 🇺🇸 @nyherald]

Any Palentir true believers out there or is tomorrow going to see massive profit taking? $PLTR