Guy Corem

Keyser Söze @ BeamPrivacy |
Co-founded Spondoolies, DAGlabs ( Kaspa )

[Guy Corem @vcorem]

I fully agree with @nopara73 (Adam Ficsor), the creator of @wasabiwallet, who took a temporary vacation from Twitter:
https://t.co/Fxrn8z7hxm

[nopara73 @nopara73]

@girevik_ @wasabiwallet Compared to privacy coins Wasabi is just a temporary hack. I think without Confidential Transactions, as the transaction fees grow, privacy will be priced out of Bitcoin's main chain.

[Bitcoin Magazine @BitcoinMagazine]

NEW: Blockstream CEO Adam Back told Bloomberg that Strategy's BTC sell proved that Bitcoin is liquid and there is no need to keep large cash reserves anymore 🤯

"It shows the market how to value Bitcoin" 🚀

[Adam Livingston @AdamBLiv]

🔥WE NEED TO TALK ABOUT MSTR - STRC DEPEG + BITCOIN CRASH!🔥

MSTR is now down -28% over the last month.

The armchair critics are running rampant.

The anime profile pic anonymous trader goblins are running around acting like they can outmaneuver a mega-genius billionaire.

The Strategy conversation needs NUANCE.

Here I discuss the STRC depeg, MSTR crashing, and what it means for the future:

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX plans to sell approximately 555.6 million shares at $135 per share in its upcoming IPO, according to new SEC filings.

At that price, the offering would raise $75 billion, making it the largest IPO in history by a wide margin.

This would value SpaceX at $1.77 trillion.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: ADAM BACK JUST TOLD BLOOMBERG STRATEGY'S #BITCOIN SALE DOESN'T MATTER AT ALL

SAYLOR IS TEACHING THE MARKET "HOW TO VALUE BTC"

THIS IS GOOD FOR STRATEGY

DON'T BELIEVE THE FUD. HODL 🔥

[Adam Livingston @AdamBLiv]

On the day of the largest nominal price crash in Bitcoin’s history, February 5th, STRC went to $93.67.

One day later it was back at $98.76.

Strategy has acquired 130,204 more Bitcoin since then.

[Bitcoin Magazine @BitcoinMagazine]

NEW: 🇺🇸 Treasury Secretary Scott Bessent says he is looking "forward to the Clarity Act being passed this summer" 👀

[Zynx @ZynxBTC]

I am buying more $STRC today.

At $95.30, the effective dividend yield is ~12.1%.

I will then pocket the additional ~4.9% capital gain as it inevitably trades back up to par... which is what it's designed to do.

Didn't think we'd get the chance to do this again but here we are.

[Adam Livingston @AdamBLiv]

STRC is falling to $95.

Strategy has 32.5 years of dividend coverage in Bitcoin.

Strategy has 6.3 months of dividend coverage in cash.

On average, Strategy raises one month worth of dividend payments every trading day.

The effective yield here is 12.09%.

The dividend is getting paid.

NFA but IMHO this could easily be a ~5% gain in less than two weeks.

[Jeff Walton @PunterJeff]

Interesting stat amidst all the $STRC doom:

There’s roughly $162 Million in $STRC Short Interest.

That short interest is required to pay the dividend if they hold the short on the record date.

If some of this demand does not want to pay the dividend (11.5% APR + borrow), it is a forced buyer to close the position.

This is just one data point of all the players in this ecosystem.

Increasing dividend frequency improves the incentive structure.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US House of Representatives has voted to restrict President Trump’s ability to continue the Iran War without congressional approval.

The measure passed in a 215 to 208 vote, with four Republicans joining Democrats in support.

[Strategy @Strategy]

Stay humble and stack sats.

[Bitcoin Archive @BitcoinArchive]

Three Major Forces Crushing Bitcoin Momentum!

- Bitcoin has fallen from $82,400 to $66,800 since three converging sell events dragged prices down. More than $2.41 billion in Bitcoin and crypto positions were liquidated in just 48 hours.

- BlackRock's IBIT recorded a record 9-session outflow streak $2.43 billion drained in May 2026, including a single mysterious $1.26 billion dark-pool block sale on May 26.

- Strategy disclosed its first Bitcoin sale since December 2022 BTC for $2.5M.

- $93M in futures liquidated within one hour, 95% were longs.

- Mt. Gox moved 10,422 BTC ($739M) to new wallets on June 2, its largest transfer in months ahead of its October 2026 repayment deadline, deepening market fear.

[Adam Livingston @AdamBLiv]

Strategy is currently running at roughly 1,134 BTC acquired per day in 2026.

That is about 2.5x daily mined issuance, since Bitcoin currently produces roughly 450 BTC/day.

Absolute freak behavior. Corporate Pac-Man eating the monetary base while everyone else argues about vibes.

If they keep this pace they'll be at 1,086,342 BTC

Share of 21M supply: 5.17%.

Imagine they STOP buying Bitcoin after 2026. FOREVER.

The Power Law trendline CAGR is 29.63% until 2034.

1,086,342 BTC x $1,251,799 Bitcoin = $1.36 trillion gross Bitcoin NAV by end of 2034.

24.2x larger than today’s BTC reserve value.

And if the market gave that future BTC NAV today’s 1.22 mNAV, you’d be looking at about a $1.66T implied market cap.

I would never assume static mNAV for eight years, but as a thought experiment, good Lord.

I would ALSO never assume that Strategy will stop buying Bitcoin for 8 years.

The thesis remains intact.

Strategy will be the most valuable company in the world.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: $12.6 trillion Charles Schwab launches 24/7 Bitcoin futures trading 🚀

[Jameson Lopp @lopp]

Many Bitcoiners are upset and beefing with each other. I suspect root cause is the bear market combined with TradFi markets experiencing an AI boom. Folks want a scapegoat for disappointing returns.

BTC could have been more interesting but devs were told we had to ossify...

[Alistair Milne @alistairmilne]

BREAKING: Michael Saylor's $MSTR rebuys 37 BTC with the $2.5million cash proceeds raised last week

He says "this was an IQ test for the market and the market failed... Hahaha, more Bitcoin for meeeee"

/s

[Bit Paine ⚡️ @BitPaine]

Bitcoin did not drop because @Saylor sold 32 $BTC after clearly stating in advance in an earnings call that he would do so and the rationale for the sale.

Bitcoin is dropping because we are within a structural correction within a bear market, and this is what happens to volatile assets in bear markets.

Iran negotiations breaking down and AI / SpaceX sucking the air out of the capital markets are contributory - Bitcoin does not exist in a vacuum - but not causal.

Narrative follows price.

[Massimo @Rainmaker1973]

As the global competition in artificial intelligence heats up, Chinese developers are sinking data centers beneath the ocean surface to dramatically reduce cooling costs.

The innovative approach already has underwater facilities operating off the coasts of Shanghai and Hainan. These subsea data centers take advantage of the ocean’s naturally cold and stable deep waters for passive cooling.

Traditional land-based data centers spend 40 to 50 percent of their energy on cooling. By submerging the servers, operators say they have cut that share to under 10 percent. This eliminates the need for massive industrial chillers, sharply lowering electricity consumption, carbon emissions, and freshwater usage.

Yet the strategy carries significant environmental risks. The intense heat discharged by densely packed servers is raising alarms among marine scientists. Rapid deployment in the race for AI supremacy could create artificial warm zones in the ocean, potentially harming sensitive marine ecosystems and forming localized dead zones.

With the long-term effects on ocean life still unknown, critics argue that this underwater expansion risks prioritizing technological speed over careful stewardship of the marine environment.

[Massimo @Rainmaker1973]

Octopus, the Alien of the Ocean

[Visegrád 24 @visegrad24]

The moment a Ukrainian drone strikes the oil terminal in St. Petersburg