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Remember when Bloomberg leaked Microsoft/Xbox's next Acquisition? Pay very close attention... 👀 "Microsoft/Xbox, a 16 billion dollars business, home to Minecraft, Halo, Sonic(???) and perhaps soon Call of Duty"

22,323 Aufrufe • vor 1 Jahr •via X (Twitter)

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🚨President Trump posted a powerful message on Truth Social on the unmatched strength of our military! Trump is calling on Congress to pass Reconciliation 3.0 with $350 billion for defense and ADDING the SAVE America Act as their top priority. The future of a strong and free America depends on it. Let’s get it done! 🇺🇸 ────────────────────────────── Trump Post: The United States Military has never been stronger, or more powerful. No other Nation can do what we do (It’s not even close!). This year we set even more Historic Recruiting Records, months ahead of schedule. Morale has never been higher. Our Military’s unmatched POWER was on full display during our Celebration of 250 Years of American Independence and, like our Country, the WAR DEPARTMENT has never been “HOTTER.” We need to keep it that way, which is why, when Congress returns, we must pass Reconciliation 3.0, with 350 Billion Dollars for Defense, plus THE SAVE AMERICA ACT! I am calling on House and Senate Leadership to make this their Number One Priority, and ensure that 350 Billion Dollars in Recon 3.0 moves out of the Budget Committee as soon as Congress is back in session. The SAVE AMERICA ACT, which everyone is asking for, paired with the full funding of our Great Department of War, can be passed very quickly, ensuring that the United States of America stays FREE for Generations to come. Thank you for your attention to this matter! President DONALD J. TRUMP

Commentary Donald J. Trump Posts From Truth Social

190,042 Aufrufe • vor 1 Monat

🔥MSTR VS. THE MAGNIFICENT 7🔥 Strategy will be the most valuable company in the world. Latest cash cushions (USD billions): Microsoft: $102.0 B Alphabet: $98.5 B Amazon: $94.2 B Nvidia: $60.6 B Apple: $54.7 B Meta: $44.4 B Tesla: $41.6 B Strategy BTC reserve: $62.5 B Strategy’s stack of Bitcoin now tops the cash war-chests of Apple, Meta and Tesla, and sits between Nvidia and Amazon. Mag 7 cash looks big until you do the one math they’re allergic to. Purchasing power math: Cash is a melting ice cube at 6% inflation. Strategy’s reserve is an asset compounding at 30% (even if you haircut it, the spread matters). Real return spread = ~24% per year. That means Strategy’s war chest a GROWTH ENGINE. 20-year compression: Mag 7 cash sitting still loses ~70% of its purchasing power. (1 / 1.06^20 ≈ 0.31) Strategy’s reserve in REAL terms GROWS BY 50x. ( (1.30 / 1.06)^20 ≈ 50 ) Microsoft can have $100B cash, fine. In two decades, that’s the buying power of $31B in today’s dollars. Strategy’s $62.5B turns into ~$3.1T in today’s dollars, assuming the spread holds. And that’s before the real unfair advantage kicks in: Cash can’t be rehypothecated into an empire without political, regulatory, and shareholder limits. A compounding reserve can be used as collateral, capital formation, refinancing, acquisition currency, and liquidity backstop, without shrinking the core reserve. Will the Mag 7 continue to add cash to fight the decay? Absolutely. But Strategy will, more importantly, continue to add Bitcoin to outrun the monetary death spiral. Mag 7 is “operating cash.” Strategy is “strategic collateral.” When your treasury compounds faster than your competitors’ revenues, you stop competing with companies, you start competing with sovereign balance sheets. The Mag 7 doesn’t stand a chance because they’re playing defense with melting dollars while Strategy is playing offense with compounding capital.

Adam Livingston

46,883 Aufrufe • vor 6 Monaten

Donald Trump just claimed again that the US donated 350 Billion dollars to Ukraine. You are being lied to by your sitting President on the United States of America. Let’s break this down with the facts rather than these random numbers Donnie is trying to sell you after finishing his nap. Independent tracking by the Kiel Institute for the World Economy estimated that between January 24, 2022 and June 30, 2025, U.S committed aid to Ukraine amounted to about $134 billion, not $350 billion….it gets better. Already a $166 Billion dollar difference than what Trump claims. Please understand committed and allocated isn’t the same as what has actually been delivered. 56% ($74.9 billion USD) of all funds “allocated not supplied” were for weapons. HOWEVER the $74.9 of weapons (Allocated and not necessarily all provided) were independently evaluated and subsequently massively overvalued by the US Government. The True cost of lethal aid was predicted to cost around $18.3 billion even by United States weapons pricing. One reason: when equipment is drawn from existing U.S. inventories “drawdown”, the official accounting often uses replacement-cost valuations, rather than the original (or depreciated) cost. To put it plainly, if you give Ukraine one air defense system, you account for the cost of a brand new air defense system to take its place not for the cost of the 45 year old system that was handed over. Many of the weapons provided to Ukraine was soon to be destroyed by the US forces or decommissioned. ALSO it’s important to take note as we all know the American arms industry massively overvalues the cost of all system due to its industry. America prices its systems at anything from 30-100% higher than the cost of European equivalents with the same capabilities. The true value of these weapons could have been anything from $5.49 billion-$18.3 Billion. Even with a significantly lower number of this, Independent analysts suggested that a large share perhaps 60% or more of the nominal military-aid dollar amount may effectively stay within U.S. defense industry…..60%! Out of aid provided $54 Billions dollars was Financial aid consisting of grants, loans, budget support. Of the US $54.0 billion in U.S. financial-aid allocations for that period, about US $19.3 billion was provided as loans, while roughly US $29.7 billion was given as grants. 🚨🚨That means approximately 39–40% of the U.S. financial aid during that time was structured as loans or other repayable/concessional financing.🚨🚨 The US $3.4 Billion in Humanitarian aid. Here is another kicker. After everything I have just said. According to United states press briefings: the U.S. had only delivered around 83% of promised ammunition, about 67% of pledged air-defence systems, and roughly 60% of committed bombs, artillery rounds, other munitions. $5.49 billion-$18.3 Billion $29.7 billion $3.4 Billion That $350 Billion is looking more like it was 38.59- 51.4 billion to me Donnie. And it’s a funny number that. An estimated $30–60 billion dollars was spent by Americans allies fighting alongside the US after 9/11. This included Ukraine. We never once complained about this loss or the lives we lost. Absolutely shameful.

Bricktop_NAFO

106,500 Aufrufe • vor 8 Monaten

Three of the biggest companies in the world are going public at the same time. The market has never seen anything like this. And this is how major bubbles peak. SpaceX is targeting a June 2026 IPO raising up to $75 billion at a $1.5 trillion valuation, the largest IPO in human history, bigger than Saudi Aramco's $29 billion raise in 2019. OpenAI is filing with the SEC targeting September 2026, raising at least $60 billion at a $1 trillion valuation. The company is losing $14 billion this year alone and won't be profitable until 2029. Anthropic just raised $30 billion in February 2026 at a $380 billion valuation. Its valuation has increased 15x in just 14 months. It is now preparing what could be a $900 billion private round before going public. Combined, these three IPOs could pull $200 billion from global capital markets. That is real. That is unprecedented. And here's the real risk. OpenAI is projected to lose $44 billion cumulatively before reaching profitability. Anthropic's valuation has risen 15x in 14 months on the same underlying business. Both companies are being priced for perfection at a moment when the first companies to actually deploy their products at scale are blowing their AI budgets and cancelling licenses. The real liquidation pressure from these IPOs doesn't even arrive at listing day. It arrives 180 days later when lock-up periods expire and early investors and employees can finally sell. That is when the real rotation happens. The S&P 500 concentration risk is genuine. The Magnificent 7 now represent 36% of the entire index, higher than the dot-com peak in 2000. If any of these companies disappoint, the index follows. That is not a conspiracy. That is basic math. Three historically unprecedented IPOs. $44 billion in projected OpenAI losses. An AI capex cycle that must deliver ROI. Lock-up expirations six months after listing. That combination is what you must pay attention to, as it often break cycles.

Crypto Rover

69,902 Aufrufe • vor 2 Monaten

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!! Japan just hit the panic button. They're currently sitting on ¥15.1 TRILLION in bond losses. Next week, they will dump $6 TRILLION of U.S. Treasuries to cover the damage. If you hold any assets today, you MUST know this: The BOJ is pushing capital back into Japan. And the biggest carry trade in history is starting to unwind. This is NOT normal. Here's what's really happening: For decades, Japan kept interest rates near zero. That turned the yen into the world's cheapest funding currency. Investors borrowed trillions of yen. Then they poured that money into U.S. Treasuries, stocks, real estate, crypto, and markets around the world. That trade is now breaking apart. Japan is facing soaring government debt. A rapidly aging population. Massive pension obligations. And years of pressure from a weak yen. Now policymakers want that capital back home. By any means necessary. The BOJ just ordered pension funds to make substantially larger investments in Japanese assets instead of foreign ones. GPIF, the world's largest pension fund, manages OVER $1.8 TRILLION. Hundreds of billions of dollars are now at the center of this shift. Japanese investors have already sold tens of billions of dollars worth of U.S. Treasuries this year. And the Bank of Japan's latest rate hike gives investors another reason to keep their money inside Japan. This is the Reverse Carry Trade. And it's becoming one of the biggest liquidity risks in the world. Because when Japanese money comes home... Someone else has to buy what Japan is selling. → More Treasuries hit the market → Bond yields move higher → Liquidity dries up And financial conditions tighten everywhere. That's how market stress spreads. Quietly at first. Then all at once. Pay attention. Most people won't understand why markets are collapsing until it's already happening. I’ve studied markets for over a decade and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.

0xNobler

524,225 Aufrufe • vor 7 Tagen