@elonmusk@NCDOT
At the DMV in NC for a DL renewal at 7 am. Probably a 1-2 hour line.
…Imagine a world with universal FSD #Tesla and not having this. How many lost work hours/productivity would be saved?!
Forget location, location, location.
We’re about self-custody, self-custody, self-custody.
Bitcoin doesn’t ghost you, sue you, or light a grease fire in your kitchen.
Welcome back to The Hurdle Rate Podcast.
Episode 16: Dividend Drip.
The crew is back with the latest from the end of Q2 including @Strategy entering the Russell Top 200 Value Index, stock market all time highs, and @metaplanet climbing the Bitcoin Treasury leaderboard to spot #5.
Here's the Hurdle Rate for June 30 with @TimKotzman, @werkman, @PunterJeff and @ColeMacro.
0:30 - Welcome Back to The Hurdle Rate
0:51 - The Dividend Drip
8:08 - Strategy Added to Russell Top 200 Value Index
13:46 - Stock Market Hits All Time Highs
19:30 - Bitcoin - Nothing Stops This Train
29:22 - Will Investors Be Scared Off By This Recent Run?
51:05 - Metaplanet Hits #5
Thank you to our sponsor, Swan Bitcoin.
We buy Bitcoin at https://t.co/FdDy2o5Q7t
🔥MICHAEL SAYLOR'S IMMORTAL CORPORATE LEVIATHAN🔥
A thread on how Strategy ($MSTR) will use its Bitcoin to eat the world.
And why you're not ready for it. 🧵👇
Grok estimates over $31 billion in capital to flow into Strategy during the 6 months following their potential S&P 500 inclusion.
Sept - $15 billion
Oct - $10 billion
Nov - $3 billion
Dec - $2 billion
Jan - $1 billion
Feb - $0.5 billion
Q3-Q4 is going to be absolutely insane.
World stocks ex-US are outperforming the S&P 500 by more than 12% in the first half of 2025, the most for a similar period going back to 1999: @BloombergTV h/t Dan Curtis