onedae

blueberries @splizzdao

[Jeff Dorman @jdorman81]

Only one scenario saves bitcoin:native and $MSTR in the short-term.

Saylor has to come out and say (via Monday's 8K, or next Monday's 8K):

"I sold $4 bn of MSTR and BTC... we now have 2.5 years before we have to raise money again... dividends are covered for 2+ years, debt doesn't mature til sept 2028 (puttable in 2027) and that's easy to refinance via more converts".

If he does that, the market rips, and might even rip 20-30%. It once again makes MSTR uninteresting for years, but that's a good thing. STRC probably goes back close to $100, but he won't be able to sell more. And while capital markets might be closed to MSTR for awhile, it at least buys a ton of time, and in that time who knows what other catalysts might pop up.

He should have done this last week instead of that misguided $2.5mm teaser sale.

If he doesn't, and he continues to just wait it out (only has 5 months), or he sells tiny amounts as he goes (just enough to pay each monthly dividend), this selling won't stop

[onedae @one1dae]

@Cbb0fe I was fishing and got fully liquidated on HL and Aster

[Elon Musk @elonmusk]

Yes, I need to make sure SpaceX stays focused on making life multiplanetary and extending consciousness to the stars, not pandering to someone’s bullshit quarterly earnings bonus!

Obviously, IF SpaceX succeeds in this absurdly difficult goal, it will be worth many orders of magnitude more than the economy of Earth, but don’t expect entirely smooth sailing along the way.

[Qwerty @Quanterty]

Bags asteroid tried PvPing again and then the guy who operates the Crypto side of @StJude came out and said "Thank you to the ETH Asteroid for giving us 700k"

Never seen a token this immune to fud and PvP in my entire existence of trading, most would've fallen by this point

[Ansem @blknoiz06]

lithium, copper, & uranium all seem like layup trades tbh

lithium == batteries/energy
copper == wiring for grids & chips
uranium == fuel for nuclear

[Ansem @blknoiz06]

@solbrdl best option by far is

• consolidation for weeks between $100M & $300M
• hype ath
• hyperliquid lists spot
• hyperliquid lists perps
• spacex ipo & elon tweets
• binance listing

[onedae @one1dae]

@MacroCRG at this point, I would say highly possible