lil retard retweeted
Teaming up with Shopify to make shopping and checkout easier in Muse. Shoppers find more. Shops sell more. More partnerships like this coming soon.
lil retard retweeted
For all of the financially illiterate MSTR holders out there (the majority), be aware that basic mNAV is still far below 1.0 and so the company remains unable to issue new shares and buy BTC in a way that increases BPS. YTD BTC yield is -3.6%. They can still finance BTC purchases, but only at junk bond yield levels using prefs like STRC-- which tells you something about how the market is pricing risk here. Saylor simps will not understand a word of this and will push back with random meaningless slogans
lil retard retweeted

unusual_whales@unusual_whalesSep 17
North America
North AmericaConnected via North America App StoreAccount-level information, not a live location or per-post device.
College-educated workers ages 22 to 34 are experiencing one of their worst periods of unemployment in the past 20 years, per WSJ.
lil retard retweeted
Instinct is in talks to raise about $1 billion at a roughly $10 billion valuation, less than a month after raising $250 million at a $2.25 billion pre-money valuation.
The 23-year-old founder Noah Shinn is building a personal AI agent that can operate software and complete tasks like answering emails, negotiating bills and booking reservations.
Instinct now has more than 100,000 users and has already run into compute capacity constraints as demand grows.
Its valuation has gone from roughly $50 million in the spring to $10 billion under discussion today.
Source: The Information
lil retard retweeted
Hey @grok explain to me why this is a big deal like I’m absolutely retarded.
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI?
I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev
• 20-200x faster
• 40-400x cheaper (w/ output tokens free)
• Frontier composable intelligence optimized for decisions
AFAICT the shortest path to AI-based economic revolution
lil retard retweeted
BREAKING: The Digital Asset Market Clarity Act has failed to advance in the Senate.
lil retard retweeted

The Kobeissi Letter@KobeissiLetterSep 15
United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: US diesel prices officially rise to a new record $6.26/gallon, now up over +80% in 9 months.
Truck drivers are now paying nearly $3.00 more per gallon for diesel than they were in January.
This has pushed average gas prices in California, one of the most expensive states for gas, above $6.00/gallon.
Amid the move, expectations of a rate hike tomorrow have hit a new high.
lil retard retweeted
I consider Mark a friend as well. What I've said: the buyer of COMMON equity of bitcoin treasury companies is the logical buyer of bitcoin dollar for dollar. The buyer of PREFERRED equity is lending fiat forever with practically no credit protections = terrible investment. The buyers of preferred equity in bitcoin treasury companies are being told "bitcoin is too volatile for you".
No, it's not. Just buy less bitcoin. Manage volatility by a smaller allocation. If you own a fixed equity claim denominated in fiat, it is going to zero. There's a reason bitcoin treasury companies always talk about the $300 trillion credit market but will never explain to you why the global perpetual preferred equity market is about $1.5 trillion. It is obvious. Mass Mutual (a pre-Civil war founded insurance company) needed neither the ETF or a perpetual preferred equity security to buy bitcoin.
Bitcoin treasury companies are structurally engineered to have negative bitcoin denominated cash flow into perpetuity and this is the brilliant idea that has captured the imagination of so many bitcoiners. It is an inherently fiat business and the "space" is going to become a very lonely place. Once popular, one by one, people you respect will quietly figure it out and step back and one day you will wake up and the only people peddling these companies will be people you don't know, nor have any reason to trust.
Do what you will with your own money but do not be surprised to get less bitcoin by buying a security at a premium to NAV in a double tax structure. Focus on value creation and return of capital, not paper gains.
lil retard retweeted
This $ASST hire should tell you everything you need to know about Strive’s strategy.
@AdamBLiv is an AI-slop financial engineering addict who preys on the most inexperienced and least sophisticated retail investor base to sell his thesis. His understanding of these models is fundamentally flawed, and he has been horribly wrong about virtually everything in this sector. I’ve disproved his AI-generated maths and models countless times.
Strive are a team of podcasters who specialise in convincing retail investors to buy their endless paper in the name of “financial engineering.” That’s it.
The moment they can no longer sell that paper, the business model is over. Why? Because you are the product. You are the yield. They aren’t an operating company. They are salesmen whose model depends on convincing you to accept perpetual dilution forever.
At this point, I don’t care about playing nice. Look at what these financial engineers have done to this sector. They’ve damaged its reputation and credibility while dragging the genuine Bitcoiners and builders down with them.
Thankfully, financial engineering has historically earned its terrible reputation for good reason. It doesn’t create lasting value. Eventually, the leverage, dilution and financial complexity catch up with you.
Bitcoin’s successful integration into global capital markets is at stake, and that integration is critical to hyperbitcoinisation. It is more important than ever that we give our attention and praise to the Bitcoiners doing the hard work: building genuine BTC-native operating businesses that require a Bitcoin treasury, contributing to network growth, advancing Bitcoin’s monetary use case and value proposition, and creating a path toward sats-denominated cash flow, profitability and eventually dividends.
That is the Treasury 2.0 framework.
lil retard retweeted
burned through 2 codex 20x plans in 2 days then had to sub a claude 20x max to see if I can finish the work before codex resets and then Claude spent 100% the 5h limit and 50% the weekly limit just figuring out a plan reading codex handoff doc
it's so over for vibe coders dawg
lil retard retweeted

unusual_whales@unusual_whalesSep 15
North America
North AmericaConnected via North America App StoreAccount-level information, not a live location or per-post device.
Reporter: Have you ever used AI yourself?
Trump: Yeah, I use AI.
Reporter: How do you use AI?
Trump: You can use AI for a lot of things.
Reporter: What do you use AI for?
Trump: I don’t want to tell you that.
lil retard retweeted

The Kobeissi Letter@KobeissiLetterSep 15
United States
United StatesConnected via WebAccount-level information, not a live location or per-post device.
BREAKING: The 10Y Note Yield rises to 5.04%, its highest level since July 2007.
This pushes the average interest rate on a 30Y mortgage up to 7.17%.
Homeownership is officially a luxury.
























