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progressive css-only pagination indicators w/ anchor positioning 👨‍🍳 nav::before { position-anchor: --h; } nav::before { left: anchor(left); } a:hover { anchor-name: --h; } use the nav pseudoelements, ::before for intent, ::after for current 🤙

192,637 views • 9 months ago •via X (Twitter)

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🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

Adam Livingston

66,707 views • 2 months ago

❌j-hope MISINFORMATION: j-hope left for a while because of overwork/ j-hope left because he was receiving h@te ✅FACT: Yes, Jung Kook cried for him not to leave, but he still left to go home to his family ( source: 2018 Burn The Stage docuseries Episode 2) ✅ FACT: j-hope didn’t leave because he was hated or overworked; in fact, he was one of the pillars of the group, and he trained the boys in the School of Dance and also led the School of Hip-hop with RM and SUGA. He was praised by Bang PD for being the personification of diligence. They all went through stress, but thinking of him as someone who would give up easily does not align with true character. Understanding the lyrics of his songs, both in BTS and solo albums, will show how passionate he is about his work. ( sources to check: Beyond The Story, BTS official book published 2022 / Suchwita j-hope episode/lyrics of his songs / BTS Monument docuseries) ✅FACT: He was called to Seoul to help, especially with dance. " We want you to become a keypart of the team and help with the dancing a lot" (source: Fairy Jaehyung j-hope interview, March 23, 2025 ) ✅ FACT: He left for a short time before their debut ( no specific timeline provided) because there is no certainty of the group's debut yet, and he has been training since 2010 ( being the first Big Hit trainee since April 2010), but he has big dreams and plans, especially to help and repay his family for their sacrifices. He had a career path to think about and was determined to debut even before he was signed to Big Hit. He said he considered going to a different company and debut, but he came back to Big Hit not because of the company but because of his brothers. ( source: BTS Monument: Beyond The Star Disney Plus Documentary Episode 1 / Beyond The Story BTS official book ) ♡hobicasa curated Below are four supporting videos of these facts : #jhopeFacts

HobiCasa ⊙⊝⊜ARIRANG l🏊‍♂️🔴 YOUR, MY HOPE💖👟

37,704 views • 4 months ago

This guy built an AI pipeline that generates hyperrealistic fashion models in 47 minutes and now dropshippers pay him $1,400 to clone the entire system. He got tired of watching e-com brands lose $8K per photoshoot when a single product angle changed so he built a 9-node workflow that generates 127 product videos from one Pinterest photo without hiring a single model. Here's the exact breakdown: → Claude writes a 34-parameter JSON brand DNA before any image is touched target psychographics, price anchor, vibe matrix, anti-inspiration blacklist → Pinterest becomes the model source library but you can't just download and animate → Kling 2.6 takes that static JPG and turns it into 5-second video but only after the prompt architecture is locked → Negative prompt node runs 41 exclusion terms: no plastic skin, no CGI glow, no symmetry artifacts, no doll face, no synthetic lighting → That one step kills the "AI look" that tanks engagement by 67% in the first 3 seconds → TikTok Studio uploads 19 videos in one batch with zero manual captioning because the brand voice was pre-programmed in step one → Atlas scrapes Amazon product links and auto-generates a Shopify store with hero images, pricing tiers, scarcity copy, and mobile-optimized checkout in 90 seconds → The store goes live before the first TikTok video finishes processing The key move 94% of people skip: you can't animate the photo before you inject the negative prompt. If you send a raw Pinterest image straight into image-to-video the face morphs into a wax figure. The fabric loses texture. The hands grow extra fingers. The whole thing screams "AI" and your CTR dies. His system runs the exclusion filter first so the model moves like she's shot on an iPhone 15 Pro in natural light. One brand hit 2.6M views on TikTok in 11 days with zero paid ads and converted at 3.7% because the videos looked like organic UGC not polished studio content. Brands now pay him $1,400 for the full pipeline setup + $340/month to keep the store synced with new product drops and seasonal video batches. The entire system runs on $23/month in API costs and one laptop. No photographer. No model agency. No product samples. Just a prompt template, a Pinterest account, and the discipline to filter out the AI artifacts before you render movement.

Kaidu

534,198 views • 2 months ago