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#BITCOIN DEVELOPER CALLE HAS BEEN WORKING 24/7 FOR DAYS FIXING THOUSANDS OF AI EXPLOITS HE'S ASSEMBLED A TEAM OF 20 DEVELOPERS CODING AROUND THE CLOCK TO SECURE BILLIONS IN BTC OVER 1,000 BUGS WERE HIGH OR CRITICAL SEVERITY THEY ARE SINGLE-HANDEDLY MAKING THE BTC NETWORK STRONGER THAN EVER OTHERS...

73,088 次观看 • 16 小时前 •via X (Twitter)

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Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

169,559 次观看 • 1 个月前

Marc Andreessen explains how AI turned the valley's best programmers into sleep-deprived "vampires": Marc points out a counterintuitive twist in what AI coding has done to developers. You'd expect one of two outcomes, he says. Either coders would leave the profession entirely "because there's no point anymore," or they'd simply have better lives, working a fraction of the hours now that AI makes them so productive. Neither happened. As Marc puts it: "What's actually happened is virtually to a person, they're all working more hours than ever. To the point where there is a new term of art that's used in the valley called the AI vampire...You're up all night doing AI coding because you are so productive." The reason they can't switch off is opportunity cost: "If you go to sleep, you won't be with your 20 AI coding agents keeping them working on all the projects that you have them working on. And so people stop sleeping." Marc describes friends, some of them famous, who look visibly worse than they did six months ago. Sleep-deprived, bags under their eyes, clearly not taking care of themselves. And yet "they are absolutely ecstatic because they are able to produce five times, 10 times, 20 times more code per hour than they could in the past." He shares one example, a Wall Street friend with a 35-year-old computer science degree from MIT who had long stopped coding: "He's picked up coding with AI. He's completely reanimated his entire house." AI jukebox, security cameras, robot pet dogs, smart fridges, every project he'd ever imagined. In his spare time, the friend has "generated 500,000 lines of code just by working with AI." The same thing is playing out inside companies. At leading-edge tech firms, Marc says, coders using AI are estimated to be "20 times more productive than they were before they started using AI." So what happens when code becomes that cheap to produce? Marc Andreessen 🇺🇸 points to an elasticity effect: "It turns out there's way more demand for code in the world than was ever able to be satisfied under the old economics. Every company I know has a thousand things that they've wanted to have code for that they've never been able to get to." Now they can do all of it. Companies are shipping products faster, adding features faster, moving into "turbo mode." Coding salaries have inflated to match. According to Marc, the top coders in AI now make $50 million a year, because "they've got the silver bullet. They've got the philosopher's stone." Asked whether any of this is sustainable, his answer is blunt: "Not only is this sustainable, this is going to intensify."

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21,315 次观看 • 2 个月前