@DaniREscudero I’m not asking Saylor to save Bitcoin. The 846,842 BTC hostages under his control do need Saylor’s narrative rescue.

Bitcoin's biggest risk is not a crash. It is boredom. Saylor's STRC structure becomes truly dangerous not when Bitcoin simply crashes, but when Bitcoin spends years moving sideways and the bear market drags on. A sharp drawdown can be survived if the market still believes in the next leg up. But long stagnation kills the story. It weakens demand, compresses MSTR premium, and makes Saylor's capital-raising machine much harder to sustain. That's why Saylor's real challenge is not just buying more Bitcoin. It is giving the market a new reason to believe. After nearly a decade in this industry, I've realized Bitcoin's core has not really changed. What changes every cycle is the story around why BTC price should keep going up. But most of those stories now feel exhausted. Bitcoin was supposed to be digital gold, but when it needed to act like one, it often traded like a tech stock. It was supposed to be freedom money built by cypherpunks, but many Bitcoin OGs are now shilling other c

@ryQuant @bleighky On that point we agree

@RonSwanonson Sure - if this ever trades at par for 30 days, I’ll take it back.

RT @flyingtulip_: Flying Tulip working as designed. Over $9M in Lend TVL, $3M ftUSD supply, $950K yield generated, and $1.2M of FT bought back and burned. Perpetual PUT holders keep the right to withdraw the associated FT or redeem the backing capital, giving participants a clean exit path without creating sell pressure in the secondary market.

@nicksortor Valid points

Did Morpho’s biggest stress test prove risk isolation works — or expose hidden contagion? @CamiRusso challenges @MerlinEgalite of @Morpho on the Stream Finance shock, whether “isolated” vault risk really stayed isolated, and what actually happened when panic hit high-risk vaults. Watch the full episode here 👇🏻 https://t.co/Rr4M90mHg2

@ryQuant @grok Ok then as per previous comment, I think we assess his character differently…time will tell

@ryQuant Hey @grok plz enlighten my new friend here on Saylor’s prior run ins with the law and also how he lost a lot of investors money in the past

@ryQuant I think we differ on our beliefs around Saylors character… but to each their own

RT @FirstSquawk: U.S. TO FAST-TRACK GRID CONNECTIONS FOR AI DATA CENTERS, BOOSTING POWER INFRASTRUCTURE BUILDOUT $GEV

@ryQuant We agree on that. I was mocking the maxis, thought you were one

THE CASE OF DE-AI, OR ITS UNMASKING? The US switched off Anthropic's most powerful public model overnight. AI tokens like TAO, VVV and NEAR ripped. Crypto says that's the entire case for decentralized AI. We sat down with @NEARProtocol's Illia Polosukhin @ilblackdragon, CoinFund's @jbrukh, Dragonfly's @hosseeb and Sentora's Jesus Rodriguez @jrdothoughts on whether it can actually deliver. Feature here👇 https://t.co/Db12PGhm60

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@GhostofWhitman I couldn’t give two shits about $GEOD. I own it thru a fund I’m invested in. I’ve been in BTC since 2013. Sorry if my viewpoint on Saylor triggers you.

What happens if frontier-level decentralized AI actually exists? @CamiRusso and @hosseeb go straight to the nightmare scenario: if frontier AI becomes cheap, unstoppable, and impossible to export-control, the result may not be liberation — it may be a global explosion in cyberattacks. Watch the full episode here 👇🏻 https://t.co/vvJUKSmZSg

@ryQuant I don’t think you get the reference but thank you for your service