TheBit Research @TheBitResearch

Wrt the token<>equity debate, theoretically even Hyperliquid is not perfect in terms of structure, because Jeff / the team are still free to "soft rug" the tokenholders and stop using 99% of the profit to buy back $HYPE, BUT so far they have proven that they were worthy of trust, and they have been treating the token as if it was equity. This sets the bar for what buyers now expect from the s-tier teams that launch tokens.

@HyperliquidNews @tradexyz I would worry if total volume goes down indeed

So Saylor basically admitted he will run a BTC hedge fund with the mandate to both buy or sell Given his track record its hard to imagine he will be able to buy low sell high

This is my quant

Clear proof that the "big" guys do not know what they are doing, only real specialists know.

tmnxeq @tmnxeq

2 weeks ago

blackrock iShares income etf still balls deep in saylor prefs: STRC (2nd biggest holding) / STRF / STRK / STRD

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and here again insurance fund has been activated on $ M and exchange like @Bybit_Official @binance make users pay the bill… Dozen of billions in scams evaporated in total silence

Noodles @criptopaul

a month ago

I privately warned both @binance and @Bybit_Official about $LAB and $M weeks ago. Sent them the data. The supply concentration. The manipulation structure. Everything. They kept the listing. They kept 40x leverage. They kept collecting fees. Now LAB crashes and the Insurance

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very real video of vladimir putin singing fats domino’s “blueberry hill” in english at a fundraiser for charity in st. petersburg (2010) with in the audience, some american celebrities like sharon stone cheering him on

The Michael Saylor Broken Promise Tracker 🧵 1/ "Never dilute if it decreases Bitcoin per share." Broken: Announced today the issuance of 1.4M new common shares to bolster cash reserves and manage STRC stress, mathematically decreasing BPS for common holders. 2/ "Never dilute below 1.22x EV mNAV." Broken: Floor officially breached today. 1.4M shares were issued at a compressed premium simply to hoard fiat cash rather than accreting Bitcoin. 3/ STRC will act as a stable "money market fund" (3% volatility). Broken: The preferred stock is now trading like a volatile high-beta asset. 30-day historical volatility hit 11% and the principal plunged to $90.40, breaking its $100 par value. 4/ "There is no second best crypto asset." Broken: Now heavily promoting DeFi yield protocols and stablecoins (like Apyx and Saturn), as these alternative assets have quietly become STRC's largest holders to absorb the supply. 5/ "We will never sell." Broken: In May 2026, Strategy Inc. officially sold 32 BTC, permanently shattering the perpetual hold narrative. 6/ The $42B plan will be deployed methodically "over 3 years." Broken: Burned through the vast majority of the allocation in months, eventually halting purchases entirely due to dividend coverage stress. 7/ "Never dilute below 1.0x basic mNAV." Broken: Floor entirely abandoned as market premiums collapsed. 8/ "Never dilute below 2.5x basic mNAV." Broken: This initial floor was quietly abandoned the moment premiums began compressing. 9/ "Zero counterparty risk." Broken: While technically equity, the massive preferred stack introduces severe systemic risk. The 11.5% yield created a massive annual cash obligation, acting as a structural margin call that is forcing the liquidation of treasury BTC. 10/ "Chasing yield is how you lose your Bitcoin." Broken: Created STRC to chase yield and is now seemingly in a position where they will need to start selling (losing) their Bitcoin. 11/ Maintain accurate, lawful corporate accounting. Broken: Caught cooking financial books in 2000, triggering an SEC settlement. The stock wiped out 90% of its value in a single month, ultimately crashing 99.4% from its peak.

"I promise not to sell the Bitcoin." - Michael Saylor That might be actual fraud right there.

Tristan – Blocktrainer.de 🧡⚡️ @tristanblcktrnr

2 months ago

@Pledditor @saylor Saylor in february this year:

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The greatest investor you've never heard of was destroyed by being right. Julian Robertson ran Tiger Management. From 1980 to 1998, he compounded at 31.7% per year. The best record on Wall Street. He turned $8 million into $22 billion. Then he looked at the dot-com bubble and called it exactly what it was: an irrational Ponzi scheme. Companies with no earnings at impossible valuations. He refused to play. He was completely right. And it nearly destroyed him. Tiger lost 4% in 1998 and 19% in 1999 while tech stocks doubled. His investors revolted. At the 1999 annual meeting, the people he'd made rich for two decades screamed at him. Money fled. AUM collapsed from $22 billion to $6.5 billion. In March 2000, he gave up. He returned all outside capital and closed the fund, writing that he could no longer operate in "a market which I frankly do not understand." The Nasdaq peaked that same month. The exact month. The market waited for the one man who saw it clearly to leave the building, and then it collapsed. His final portfolio, run with his own money from 2000 to 2006, returned 120% while the S&P 500 returned -7%. He was right about everything. His investors never saw a dollar of it. Here's the lesson that matters today. You are not rewarded for being right about a bubble. You are rewarded for surviving it. Those are completely different skills. The investor who shorts the mania gets carried out. The investor who simply refuses to overpay, keeps buying quality, and waits, gets to be standing there when the vindication finally arrives. Don't try to call the top. Just don't be the one holding the most expensive stocks when somebody else does.

Thierry from arvy 🇨🇭 @ThierryBorgeat

a month ago

51% of the S&P 500's market cap is in stocks trading above 10x sales. Half the index. In 2002, after Sun Microsystems crashed 90%, CEO Scott McNealy famously said this about his own stock at 10x sales: "At 10x revenues, to give you a 10-year payback, I have to pay you 100% of

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Bro, at least change the fucking layout. Jesus Christ, and it’s clearly not your forecast.

holy fucking shit ahahhahaha

The world is hitting tank‑bottom oil inventories by September. Oil inventories work like blood in the human body: you can donate a bit, but below a certain level your blood pressure tanks and organs start failing. You don’t die because blood hits zero, you die because circulation collapses That’s where we are with oil. We began the year with more than 8 billion barrels in storage, yet only around 10% was actually usable without pushing the system into stress... that safety margin has now been drawn down. The next stage is dropping to operational floor levels, where pipelines and refineries start failing – that’s the real tank bottom.

Are you telling me the Zcash team and insiders didnt open up a big fat daddy short once they stumbled across their known bug... and later publically announced it... Nah come on now...

I'm not making this up There's a market on which day Trump will insult someone And every day in May resolved to "Yes" so far. 30 days of insults lol literally the best investment you can make back in April i bought $100 on each day

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Car @CarOnPolymarket

3 months ago

Infinite money glitch? There’s a market on which day Trump will insult someone. Each day has resolved “Yes” so far. I bought $100 on each day for the rest of the month.

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We are the Crypto Ħub Malta Community - time to celebrate it :D The winners of the @okx Trading Competition, that started on June 3 last week will be announced. Trade on OKX and climb the winning spot by achieving the highest trading volume. First price: an unforgettable Speed Boat Experience by Santa Maria Water Sports.

Why is crypto not going up while everything is? Because a large majority of you cunts spent the last cycle promoting garbage negative sum meme coins to newcomers Now those people hate crypto and your meme coin is worth zero regardless while some scamming cunt drives a new lambo

RIP DATs, let the dumps begin

DefiLlama.com @DefiLlama

a month ago

May finished with the lowest DAT inflows of any month since October 2024.

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honestly this video taught me more about markets than any benjamin graham book ever did

If a 4.5+ trillion $ company needs to issue equity like a common low/medium market cap, people shall better ask themselves serious questions about whether or not these firms are wasting a biblical amount of capital when still it hasn’t even started to repay itself after years