2026 WSOP UPDATE - not too many to add but some good ones. Removed a few. Changed some comments etc. check it out if you need some dining ideas. (Click the link in this tweet. Living google doc that’s updated)
A big pivot from Ken Griffin on AI:
“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.
And for us at Citadel, that has allowed us to unleash a much broader array of use cases for AI. And it has been really interesting to watch, to be blunt, work that we would usually do with people with masters and PhDs in finance over the course of weeks or months being done by AI agents over the course of hours or days.
These are not these are not mid-tier white collar jobs. These are like extraordinarily high skilled jobs being, I'm going to pick a word, automated by agentic AI. And I gotta tell you, I went home one Friday actually fairly depressed by this because you could just see how this was going to have such a dramatic impact on society.
When you witness it in your own four walls, when you see work that used to be man years of work being done in days or weeks, it's like, wow, like that's the first time I've seen real impact in our four walls.”
This echoes my own experience with agents and the conversations I am having with students, friends & clients. The toolkit has dramatically transformed and it feels like in finance, for the first time, AI is real.
@hillery_dan In December 2022, MicroStrategy sold 704 BTC at around $16.8k per coin for tax-loss harvesting, then bought 810 BTC about two days later at roughly the same price, increasing its holdings by 106 BTC.
$MSTR
Kudos to @coffeebreak_YT for actually getting on a live call with @PunterJeff after making his accusations about digital credit products and the @Strategy model.
And a massive shout out to Jeff for being extraordinarily composed throughout.
That’s where the credit ends.
This conversation is a clear example of what happens when influencers jump on a trend without doing the work.
Without running the math.
Without approaching the topic with even a baseline level of humility.
Coffeezilla has built a remarkable career exposing scams.
That is genuinely valuable work, and nobody should take that away from him.
But there is a significant difference between digging through documentation to expose bad actors and deciding to go against the thesis of someone who has innovated this entire space and thought about it day and night, and then entering a live unedited conversation with someone who has studied and built upon that very thesis in professional practice.
@saylor has been publicly advocating for Bitcoin for over five years.
The dashboards are public.
The thesis is public.
The math is public.
The entire capital structure has been laid out in exhaustive detail across hundreds of keynotes, interviews, and earnings calls.
To assume that reading into all of that in a day, then doubling down with broad public accusations about the model not being viable, is extremely shortsighted.
And for someone with millions of followers, it is irresponsible.
What this conversation made evidently clear is that when you go up against people who have built their entire professional lives on math and objective reasoning, opinions are not enough.
@Strategy is trying to improve the credit market.
Trying to give retirees a fighting chance.
Trying to innovate in a space where there is no easy alternative path.
Doing it transparently, mathematically, and with full confidence in what they have built.
That deserves curiosity.
Not a camera and a hot take.
I am genuinely skeptical this entire video sees the light of day on his channel.
Once again, Jeff was exceptional.
$BTC $MSTR $STRC
Sina, his early admonitions to "never sell your Bitcoin" were not informed by the IRS's favorable return of capital (ROC) treatment for preferred stock dividends, as their issuance didn't yet exist.
As you probably know, the IRS doesn’t apply wash sale rules to Bitcoin since it’s currently considered property. For tax efficiency, it makes sense to occasionally sell Bitcoin with a high-cost basis to help offset future tax liabilities.
Ultimately, it makes sense to back a tweak in the company’s approach, like occasionally selling off a small portion of its Bitcoin holdings to take profits when possible and fund dividend payments, effectively silencing those who throw around the “Ponzi” accusation. $MSTR
During a week where Strategy could have hammered the common ATM, they chose not to. Not a single cent.
If it's not clear already:
1. The foundations are complete.
2. $STRC is now the primary funding mechanism.
3. Strategy is no longer focused on simply accumulating Bitcoin at any cost. It is focused on maximising the ROI (Bitcoin Yield) of every Bitcoin purchase.
We are in a completely new phase.
Massively bullish.
First details on Zach Cregger's ‘RESIDENT EVIL’:
• Takes place in Raccoon City during the events of the ‘Resident Evil 2’ game
• Filmed to be from POV of a normal guy including - first-person shooter action + wide lens shots over his shoulder
• Many easter eggs for the games including weapon progression & creature mechanics