Walter Ocampo

Probably this is the last social network that will be with us time til the end

[Walter Ocampo @wocampodev]

@Slicer_F1 Es increíble lo de la FIA.

[TrendSpider @TrendSpider]

What's going on with $STRC? Let us explain:

$STRC is a product Michael Saylor's Strategy sells to raise cash. You pay $100 for a share, and they pay you back roughly 11.5% a year in cash. Think of it like a high-yield account, not a normal stock. They then use that cash to buy Bitcoin $BTC.

The deal only works if the price stays near $100. That's the promise: park your money here, collect the yield, and your $100 stays worth about $100.

Strategy keeps it near $100 using one lever: the dividend. If the price slips below $100, they raise the payout to attract buyers and lift it back up.

The reason Strategy cares so much? When $STRC sits at $100, Strategy can issue new shares and use the cash to buy more Bitcoin. That's a big part of how the whole machine is funded.

But below $100, the machine stalls. Every $STRC share carries a $100 obligation no matter what it sells for, so issuing at $90 means collecting $90 while still owing dividends on the full $100. They'd be taking on a dollar of obligation to raise ninety cents. So they stop issuing and wait for the price to climb back toward par.

And right now, that machine is breaking. $STRC hit a new low today at ~$82. Bitcoin has been weak, and Strategy's cash pile has dropped from $2.25B to around $1B .

Two problems hit at once: Below $100, Strategy stops selling new shares, so that funding source dries up. And the dividend still has to be paid in cash every couple of weeks no matter what. So they reached into the Bitcoin...

In late May, Saylor sold 32 BTC to cover obligations on $STRC. First bitcoin sale since 2022, and the first sign the system was being truly tested.

That sale is the spark... it told the market Strategy was tapping its bitcoin to make payments, confidence cracked, and buyers started demanding a higher yield to hold $STRC. The price slid, and the loop kicked in.

The loop summarized: Price drops, so they need a higher dividend payout to defend $100. A higher payout means more cash owed to investors. More cash owed means dipping into cash reserves or selling bitcoin. Selling bitcoin pushes its price down and erodes investor confidence in the entire structure. A lower bitcoin price pushes $STRC down again. The death spiral begins.

Each step makes the next one worse. That's why the market is watching $STRC so closely right now.
$MSTR $BTC

[Formula 1 @F1]

FIRST WIN IN RED ❤️

#F1 #BarcelonaGP

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[App Economy Insights @EconomyApp]

$SPCX The SpaceX IPO is here!

What are you buying for $1.75 trillion?

• Space holds the moat.
• Connectivity makes the money.
• AI carries the valuation premium.

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

📣 @SKhynix and @NVIDIA announce a multiyear technology partnership to codevelop next-generation memory for the global AI factory buildout.

SK hynix will codevelop memory for NVIDIA's platforms — from NVIDIA Vera Rubin to Jetson Thor — while advancing fab digital twins using @NVIDIAOmniverse libraries and applying NVIDIA CUDA-X and PhysicsNeMo to accelerate semiconductor design and manufacturing.

Read the press release: https://t.co/s3L33JGA35

[Formula 1 @F1]

Kimi Antonelli. 🤩

The youngest winner in the history of the Monaco Grand Prix 🙌

#F1 #MonacoGP

[Formula 1 @F1]

Scoring points in Monaco! 🤩

After a frantic finish, the Top 🔟 is in 👀

#F1 #MonacoGP

[Walter Ocampo @wocampodev]

@McLarenF1 Jenson Button's victory in Canada 2011

[Formula 1 @F1]

This podium moment ❤️

#F1 #CanadianGP

[Formula 1 @F1]

Oh Canada, you were superb! 😎

Here are our points finishers in Canada 📈👇

#F1 #CanadianGP

[ATP Tour @atptour]

A star is born 🌟

Ignacio Buse takes down Tommy Paul 7-6(8), 4-6, 6-3 to become Peru's first tour-level champion since Luis Horna in 2007! 🇵🇪🔥

@hamburgopenatp | #bitpandahamburgopen

[Zed @zeddotdev]

You can now use your ChatGPT subscription in the Zed agent, with the same usage and rate limits you benefit from in Codex directly. We're grateful that @openaidevs continues to support subscription-based access for third-party tools, even as others move toward usage-based billing.

[Fox News @FoxNews]

BREAKING: President Trump meets Chinese President Xi Jinping at the Great Hall of People in Beijing.

[The White House @WhiteHouse]

✅ CONFIRMED

Kevin Warsh has been confirmed as the Chairman of the Board of Governors of the Federal Reserve System!

[Jim Cramer @jimcramer]

Only Fans, #1 in revenue per share... Nvidia very high

[xAI @xai]

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → https://t.co/nfDR9S822L

[Formula 1 @F1]

Aaand breathe... 😮‍💨

Here's our Top 10 from the Miami Grand Prix! 👇

#F1 #MiamiGP

[Formula 1 @F1]

Following discussions between FIA, F1 and the Miami promoter, the decision has been taken to move the start of Sunday's Miami Grand Prix to 13:00 local time in Miami due to the weather forecast that is expected to bring heavier rainstorms later in the afternoon, close to the original planned race start time

#F1 #MiamiGP

[Formula 1 @F1]

Lando Norris leads a McLaren 1-2 in Miami! 👏

The Sprint results are in, following a post-race penalty for Kimi Antonelli 📊⬇️

#F1Sprint #MiamiGP @Gatorade