正在加载视频...

视频加载失败

返回首页

Strategy is now more like a Bitcoin hedge fund than a passive accumulator. Globally there’s ~10 hedge funds with an AUM above $50B, so there’s an extremely limited amount of money managers even capable of running this much size. Considering Strategy is already in the hole with an unrealized...

tulipking's profile picture

Tulip King 🌷

26,996 subscribers

34,707 次观看 • 2 个月前 •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

I just verified this is true Tucke Carlson Show exposes “There's a victims of terrorism fund, but the actual beneficiaries are, wait for it, hedge funds” Things like judgements for 9/11 victims go to offshore hedge funds based in the Cayman Islands instead of victims The US Victims of State Sponsored Terrorism Fund (USVSST) established by Congress has prioritized hedge fund profits over direct aid to victims’ families They explain how victims judgements were sold to hedge funds for pennies on the dollar Estimates as high as 70% of the money goes to hedge funds overseas and lawyers instead of victims
3:26

I just verified this is true Tucke Carlson Show exposes “There's a victims of terrorism fund, but the actual beneficiaries are, wait for it, hedge funds” Things like judgements for 9/11 victims go to offshore hedge funds based in the Cayman Islands instead of victims The US Victims of State Sponsored Terrorism Fund (USVSST) established by Congress has prioritized hedge fund profits over direct aid to victims’ families They explain how victims judgements were sold to hedge funds for pennies on the dollar Estimates as high as 70% of the money goes to hedge funds overseas and lawyers instead of victims

Wall Street Apes

107,481 次观看 • 9 个月前

BANNON: A hedge fund full of pension fund money went from $40B to $10B bc the fund was 400% leveraged on AI bets. This country already has a highly leveraged bet. On top of that, we’ve layered another highly leveraged bet by hedge funds and companies we don’t even understand. Some really smart ppl are now saying this is really a Ponzi scheme. This is not a commercial issue. This is a national security issue.
1:20

BANNON: A hedge fund full of pension fund money went from $40B to $10B bc the fund was 400% leveraged on AI bets. This country already has a highly leveraged bet. On top of that, we’ve layered another highly leveraged bet by hedge funds and companies we don’t even understand. Some really smart ppl are now saying this is really a Ponzi scheme. This is not a commercial issue. This is a national security issue.

Grace Chong, MBI

20,425 次观看 • 1 个月前

Martin Shkreli says running a hedge fund is the worst job in the world "That's the thing. I mean, why become a hedge fund manager? I have a friend who wants to start a hedge fund. I told him this is the most painful, horrible business in the world." "If you start a newsletter business that makes $50 million a year of revenue, you've done better than almost every hedge fund on the planet. You do not want to do this job." "And the reason people do it, and I did it too and I would never do it again, is it's the sexiest thing in the world." "I had friends wanting to quit really high profile jobs to be a hedge fund manager. I was just like, you're out of your mind, you don't know what this job is. It's waking up at 3 a.m. checking Korean stock prices, waking back up at 6, wondering what's happening in the world." "There's absolutely no productive thing you're doing. You're providing capital, but other than that you're really playing this high-stakes crazy poker game. It's certainly fun and interesting, but when it's painful and raw..."
1:02

Martin Shkreli says running a hedge fund is the worst job in the world "That's the thing. I mean, why become a hedge fund manager? I have a friend who wants to start a hedge fund. I told him this is the most painful, horrible business in the world." "If you start a newsletter business that makes $50 million a year of revenue, you've done better than almost every hedge fund on the planet. You do not want to do this job." "And the reason people do it, and I did it too and I would never do it again, is it's the sexiest thing in the world." "I had friends wanting to quit really high profile jobs to be a hedge fund manager. I was just like, you're out of your mind, you don't know what this job is. It's waking up at 3 a.m. checking Korean stock prices, waking back up at 6, wondering what's happening in the world." "There's absolutely no productive thing you're doing. You're providing capital, but other than that you're really playing this high-stakes crazy poker game. It's certainly fun and interesting, but when it's painful and raw..."

dnap

157,642 次观看 • 1 个月前

Martin Shkreli says running a hedge fund is the worst job in finance, that a newsletter doing $50 million of revenue beats almost every fund on the planet, and that people only take the job because it's the "sexiest thing" being master of the universe. "I have a friend who wants to start a hedge fund. I told him, this is the most painful, horrible business in the world. Why do this?" "If you start a newsletter business that makes $100 million a year, even $50 million a year of revenue, you've done better than almost every hedge fund on the planet." "You do not want to do this job." "And the reason people do it, and I did it too, and I would never do it again, is it's the sexiest thing in the world. You think you're the master of the universe..." "It's waking up at 3 a.m. checking Korean stock prices and waking back up at 6 wondering what's happening in the world."
0:48

Martin Shkreli says running a hedge fund is the worst job in finance, that a newsletter doing $50 million of revenue beats almost every fund on the planet, and that people only take the job because it's the "sexiest thing" being master of the universe. "I have a friend who wants to start a hedge fund. I told him, this is the most painful, horrible business in the world. Why do this?" "If you start a newsletter business that makes $100 million a year, even $50 million a year of revenue, you've done better than almost every hedge fund on the planet." "You do not want to do this job." "And the reason people do it, and I did it too, and I would never do it again, is it's the sexiest thing in the world. You think you're the master of the universe..." "It's waking up at 3 a.m. checking Korean stock prices and waking back up at 6 wondering what's happening in the world."

Fireside Alpha

206,012 次观看 • 1 个月前

"There's this feeling that Leopold was the one with the *courage* to take all this risk, or something." "But even that falls flat on a hedge fund manager, I'm afraid." Numerai founder Richard Craib: "Because it's like, someone goes all-in with pocket sevens. And he doubles his money." "Have you learned anything about his courage, or his skill, really? It's a bit foolish." "I also used to think this. I was a young hedge fund manager. I was a 28-year-old hedge fund manager. And I did also have this perception that, surely these big hedge funds are just so risk averse that, for psychological reasons, they refuse to take enough risk." "And I've come to learn that they're taking nearly the exact amount of risk that you should take." "Because these things are mathematical. There's a right amount of risk to take if you have a certain Sharpe ratio. And those numbers are smaller than you think if you want to run money for a very long time." "Leopold was up 400% in H1 of 2026. Well, Warren Buffett was up 5 million percent by basically being sensible for a very long time." "Do you want to do 400%, then lose everything? Or do you want to do the 5 million percent that takes 30 years?" "It's not that some people are unwilling to take risk. It's that they are already taking risk. It's just a small part of their portfolio."
3:57

"There's this feeling that Leopold was the one with the *courage* to take all this risk, or something." "But even that falls flat on a hedge fund manager, I'm afraid." Numerai founder Richard Craib: "Because it's like, someone goes all-in with pocket sevens. And he doubles his money." "Have you learned anything about his courage, or his skill, really? It's a bit foolish." "I also used to think this. I was a young hedge fund manager. I was a 28-year-old hedge fund manager. And I did also have this perception that, surely these big hedge funds are just so risk averse that, for psychological reasons, they refuse to take enough risk." "And I've come to learn that they're taking nearly the exact amount of risk that you should take." "Because these things are mathematical. There's a right amount of risk to take if you have a certain Sharpe ratio. And those numbers are smaller than you think if you want to run money for a very long time." "Leopold was up 400% in H1 of 2026. Well, Warren Buffett was up 5 million percent by basically being sensible for a very long time." "Do you want to do 400%, then lose everything? Or do you want to do the 5 million percent that takes 30 years?" "It's not that some people are unwilling to take risk. It's that they are already taking risk. It's just a small part of their portfolio."

TBPN

42,120 次观看 • 1 个月前

The lads react to Saylor's $8.5 billion unrealized loss and the vicious cycle nobody wants to see: "The 32 Bitcoin sale isn't gonna move a trillion-dollar asset. But it signals to the market that he's open to selling. He needs to fund the dividends. Stretch is at 95% of par and selling off." "Stretch doesn't like it. Bitcoin doesn't like it. This is a potentially cascading, vicious cycle." "And look, I don't want to own an asset Saylor owns 3% of. I don't want to own an asset Tom Lee owns 5% of. That's just not what I signed up for."
2:26

The lads react to Saylor's $8.5 billion unrealized loss and the vicious cycle nobody wants to see: "The 32 Bitcoin sale isn't gonna move a trillion-dollar asset. But it signals to the market that he's open to selling. He needs to fund the dividends. Stretch is at 95% of par and selling off." "Stretch doesn't like it. Bitcoin doesn't like it. This is a potentially cascading, vicious cycle." "And look, I don't want to own an asset Saylor owns 3% of. I don't want to own an asset Tom Lee owns 5% of. That's just not what I signed up for."

The Rollup

23,138 次观看 • 3 个月前

This money expert says there are no short-term traders consistently outperforming the market over a period of 5+ years. ''It is so rare that anyone can outperform the market. It just doesn't happen.'' ''People that say they swing trade the S&P500 Futures and consistently outperform the market, please go raise a hedge fund because you will be a billionaire.'' ''FOREX is an efficient market, man. Smartest people in the world who's entire job is to outperform the markets, and a basket of hedge funds did not outperform the S&P500 Index.''
1:33

This money expert says there are no short-term traders consistently outperforming the market over a period of 5+ years. ''It is so rare that anyone can outperform the market. It just doesn't happen.'' ''People that say they swing trade the S&P500 Futures and consistently outperform the market, please go raise a hedge fund because you will be a billionaire.'' ''FOREX is an efficient market, man. Smartest people in the world who's entire job is to outperform the markets, and a basket of hedge funds did not outperform the S&P500 Index.''

The Honest Trader

40,393 次观看 • 3 个月前

Hedge fund manager Ken Griffin is worth a mind blowing $40 billion and is one of the most villainized people on Wall St What most people don't know is he founded his fund from his college dorm room w/ little capital Griffin tells his story: "We raised $265k from friends and family and yes, I started it in my dorm room. Now I was armed with all the modern technology. I had a fax. I had a phone. I had an IBM PC... And it is true... I put a satellite dish on top of the building, ran the cable through an old unused elevator shaft, pulled it through a window and into my dorm room so I could have realtime stock quotes. I had all the technology to begin my career as a hedge fund manager and it was the perfect fit for me..." Griffin's hedge fund has $60+ billion assets under management today I highly recommend watching the clip below - it's one of the most underrated entrepreneurship stories you've never heard of For more business/founder stories just like this, make sore to follow Triple Net Investor
3:14

Hedge fund manager Ken Griffin is worth a mind blowing $40 billion and is one of the most villainized people on Wall St What most people don't know is he founded his fund from his college dorm room w/ little capital Griffin tells his story: "We raised $265k from friends and family and yes, I started it in my dorm room. Now I was armed with all the modern technology. I had a fax. I had a phone. I had an IBM PC... And it is true... I put a satellite dish on top of the building, ran the cable through an old unused elevator shaft, pulled it through a window and into my dorm room so I could have realtime stock quotes. I had all the technology to begin my career as a hedge fund manager and it was the perfect fit for me..." Griffin's hedge fund has $60+ billion assets under management today I highly recommend watching the clip below - it's one of the most underrated entrepreneurship stories you've never heard of For more business/founder stories just like this, make sore to follow Triple Net Investor

Triple Net Investor

848,526 次观看 • 2 年前

Warren Buffett won a $1 million bet by proving a simple S&P 500 beats the 100 best hedge funds - the index returned 126%, the hedge funds 36% this is him breaking down why doing nothing beats the smartest managers on Wall Street "these managers get paid $180M/year merely for breathing - it's a compensation scheme that is unbelievable" the greatest investor of all time just explained why you should never give a hedge fund a dollar "the hedge fund industry is a machine for taking your money - I bet anyone $1 million a simple index would beat any 5 funds they picked - nobody dared" "one man finally took it - 200 hedge funds underneath, all charging huge sums for expertise they don't have" "no consultant will tell you to just buy an index and sit -you don't get a fee that way" hedge funds returned 36% - the index returned 126% - he conceded 7 months early "the people you pay to find winners don't know how - they only know how to sell you" bookmark & watch today ↓
15:35

Warren Buffett won a $1 million bet by proving a simple S&P 500 beats the 100 best hedge funds - the index returned 126%, the hedge funds 36% this is him breaking down why doing nothing beats the smartest managers on Wall Street "these managers get paid $180M/year merely for breathing - it's a compensation scheme that is unbelievable" the greatest investor of all time just explained why you should never give a hedge fund a dollar "the hedge fund industry is a machine for taking your money - I bet anyone $1 million a simple index would beat any 5 funds they picked - nobody dared" "one man finally took it - 200 hedge funds underneath, all charging huge sums for expertise they don't have" "no consultant will tell you to just buy an index and sit -you don't get a fee that way" hedge funds returned 36% - the index returned 126% - he conceded 7 months early "the people you pay to find winners don't know how - they only know how to sell you" bookmark & watch today ↓

bodila

360,318 次观看 • 2 个月前

My friend made $2 million last year running his own AI hedge fund. No MIT. No Stanford. No quant background. I asked him how he built the system from zero. He sent me the exact course that got him there. Bridgewater's 1 hour course on building an AI quant researcher. Their core team gave up the complete AI stack they run internally to manage $150 billion. If I had this a year ago, I would've built my hedge fund in a week instead of a year Bookmark this and read the article below. • 00:00 - building AI quant analyst • 25:30 - AI first hedge fund • 56:16 - inside Bridgewater engineering
1:07:40

My friend made $2 million last year running his own AI hedge fund. No MIT. No Stanford. No quant background. I asked him how he built the system from zero. He sent me the exact course that got him there. Bridgewater's 1 hour course on building an AI quant researcher. Their core team gave up the complete AI stack they run internally to manage $150 billion. If I had this a year ago, I would've built my hedge fund in a week instead of a year Bookmark this and read the article below. • 00:00 - building AI quant analyst • 25:30 - AI first hedge fund • 56:16 - inside Bridgewater engineering

Roan

32,996 次观看 • 1 个月前

Leaving Citadel & launching a $1B AI hedge fund — how Renee Yao built NeoIvy Capital from scratch Renee Yao walked away from two of the most elite hedge funds on Wall Street — Citadel & Millennium — and built a quant fund on a fundamentally different model: modern AI instead of human-powered alpha generation. The result: $1B+ in regulatory AUM, uncorrelated returns through COVID, & a fund Business Insider named one of the top transforming investing in North America. We cover: - Why large multi-manager quant firms rely on massive global researcher headcounts — & why Renee saw that as a model worth disrupting - The 3 barriers to entry in AI-driven quant — & why legacy sequential infrastructure can be a disadvantage compared to modern parallel distributed systems - How NeoIvy's self-evolving models adapted in real time during the March 2020 crash — while traditional quant managers had a nightmare month - The difference between beta returns, factor returns & pure alpha — & why size is the enemy of true idiosyncratic returns - Why the "black box" reputation of quant funds has been the #1 fundraising obstacle - How a 4-year-old girl visiting her uncle's room-sized supercomputer in China set the foundation for all of this - The edge/breadth/constraint framework from Grinold & Kahn — & how it shaped Renee's thinking on diversification - Renee's raw advice on staying disciplined when everyone around you is chasing beta in a bull market Transcript: 00:00 Intro 01:14 Renee Yao’s journey to founding Neo Ivy 02:28 Joining Citadel after the financial crisis 04:13 Hedge fund diversification and breadth of edge 04:45 Why Neo Ivy trades with AI strategies 07:50 How self-learning AI adapts to markets 09:40 Causation vs correlation in AI hedge funds 10:33 Barriers to entry for AI hedge funds 14:47 Risks of crowded factor bets explained 16:39 Why big funds struggle with AI talent 17:29 From PM at Citadel to hedge fund founder 18:47 Challenges of launching a quant hedge fund 20:25 Biggest constraint for AI hedge fund startups 22:08 How AI hedge funds adapted during COVID 24:04 Modern AI tools used in quant trading 25:13 Building hedge fund infrastructure from scratch 26:26 Career advice for aspiring quants and traders 28:55 Adapting career goals to changing job markets 31:57 Life lessons from trading and risk management 32:51 Staying disciplined while running a hedge fund 34:38 Obsession and belief in AI hedge funds 35:41 Closing thoughts on hedge funds and life
35:59

Leaving Citadel & launching a $1B AI hedge fund — how Renee Yao built NeoIvy Capital from scratch Renee Yao walked away from two of the most elite hedge funds on Wall Street — Citadel & Millennium — and built a quant fund on a fundamentally different model: modern AI instead of human-powered alpha generation. The result: $1B+ in regulatory AUM, uncorrelated returns through COVID, & a fund Business Insider named one of the top transforming investing in North America. We cover: - Why large multi-manager quant firms rely on massive global researcher headcounts — & why Renee saw that as a model worth disrupting - The 3 barriers to entry in AI-driven quant — & why legacy sequential infrastructure can be a disadvantage compared to modern parallel distributed systems - How NeoIvy's self-evolving models adapted in real time during the March 2020 crash — while traditional quant managers had a nightmare month - The difference between beta returns, factor returns & pure alpha — & why size is the enemy of true idiosyncratic returns - Why the "black box" reputation of quant funds has been the #1 fundraising obstacle - How a 4-year-old girl visiting her uncle's room-sized supercomputer in China set the foundation for all of this - The edge/breadth/constraint framework from Grinold & Kahn — & how it shaped Renee's thinking on diversification - Renee's raw advice on staying disciplined when everyone around you is chasing beta in a bull market Transcript: 00:00 Intro 01:14 Renee Yao’s journey to founding Neo Ivy 02:28 Joining Citadel after the financial crisis 04:13 Hedge fund diversification and breadth of edge 04:45 Why Neo Ivy trades with AI strategies 07:50 How self-learning AI adapts to markets 09:40 Causation vs correlation in AI hedge funds 10:33 Barriers to entry for AI hedge funds 14:47 Risks of crowded factor bets explained 16:39 Why big funds struggle with AI talent 17:29 From PM at Citadel to hedge fund founder 18:47 Challenges of launching a quant hedge fund 20:25 Biggest constraint for AI hedge fund startups 22:08 How AI hedge funds adapted during COVID 24:04 Modern AI tools used in quant trading 25:13 Building hedge fund infrastructure from scratch 26:26 Career advice for aspiring quants and traders 28:55 Adapting career goals to changing job markets 31:57 Life lessons from trading and risk management 32:51 Staying disciplined while running a hedge fund 34:38 Obsession and belief in AI hedge funds 35:41 Closing thoughts on hedge funds and life

Ethan Kho

138,224 次观看 • 7 个月前

A 35-year quant veteran on why AGI won't beat hedge funds: Tom Costello (ex-Tudor PM, now CIO at Bedrock) explains: "A successful hedge fund makes money when other people make mistakes. They're looking for the antelope with a limp." "You're not looking at standard deviations. You're looking at a specific decision being made in someone's head." "Even if they come up with AGI, it's never going to do materially better than the hedge fund industry already does." "We're already capturing all the alpha that's readily capturable." "To beat us, you'd need to know what people are actually deciding, when, and how new information changes their minds." "If you could obtain that in a timely fashion, you could predict every blip of the market."
3:02

A 35-year quant veteran on why AGI won't beat hedge funds: Tom Costello (ex-Tudor PM, now CIO at Bedrock) explains: "A successful hedge fund makes money when other people make mistakes. They're looking for the antelope with a limp." "You're not looking at standard deviations. You're looking at a specific decision being made in someone's head." "Even if they come up with AGI, it's never going to do materially better than the hedge fund industry already does." "We're already capturing all the alpha that's readily capturable." "To beat us, you'd need to know what people are actually deciding, when, and how new information changes their minds." "If you could obtain that in a timely fashion, you could predict every blip of the market."

Ethan Kho

127,119 次观看 • 4 个月前

"The bottom 40% of hedge funds lose money every year." Tom Costello (Tom Coste) ex-Tudor PM, ex-Caxton, ex-Moore Capital — explains: "Hedge fund returns are Pareto distributed. Like a chart of wealth — Elon at the top, a bunch of other billionaires, then it gets flat pretty quickly." "In the hedge fund industry, that distribution falls right around the 40% mark." "60% profitable. The bottom 40% lose money every year." "25% of the bottom 25% will go out of business and be replaced by another 25% pretty much every year." "There's nothing we can do to help them. They're asking the wrong questions." "AI's not going to help them. Machine learning's not going to. They misunderstand the markets in a fundamental way. They can't be saved."
2:53

"The bottom 40% of hedge funds lose money every year." Tom Costello (Tom Coste) ex-Tudor PM, ex-Caxton, ex-Moore Capital — explains: "Hedge fund returns are Pareto distributed. Like a chart of wealth — Elon at the top, a bunch of other billionaires, then it gets flat pretty quickly." "In the hedge fund industry, that distribution falls right around the 40% mark." "60% profitable. The bottom 40% lose money every year." "25% of the bottom 25% will go out of business and be replaced by another 25% pretty much every year." "There's nothing we can do to help them. They're asking the wrong questions." "AI's not going to help them. Machine learning's not going to. They misunderstand the markets in a fundamental way. They can't be saved."

Ethan Kho

43,551 次观看 • 4 个月前

Everyone predicted hedge fund capital would consolidate into the Big Four. An ex-Citadel PM says the opposite is happening: Rich Falk-Wallace explains: "Five years ago there was a consensus view that all capital would accrue to the big four multi-managers. Today what's happening is almost the opposite. There's this great fragmentation. Lots of the very successful portfolio managers from those firms are launching their own — and the ability to launch your own hedge fund is easier than ever, if you're focusing on the vertical that you're an expert in. If you're an equity long-short PM, you can launch a new hedge fund with separately managed account, SMA-type capital — where an allocator is looking for you to have some degree of risk limits. Fragmentation's the wrong word — it's an opening up of that market. It's not all the capital turning to those biggest firms."
1:00

Everyone predicted hedge fund capital would consolidate into the Big Four. An ex-Citadel PM says the opposite is happening: Rich Falk-Wallace explains: "Five years ago there was a consensus view that all capital would accrue to the big four multi-managers. Today what's happening is almost the opposite. There's this great fragmentation. Lots of the very successful portfolio managers from those firms are launching their own — and the ability to launch your own hedge fund is easier than ever, if you're focusing on the vertical that you're an expert in. If you're an equity long-short PM, you can launch a new hedge fund with separately managed account, SMA-type capital — where an allocator is looking for you to have some degree of risk limits. Fragmentation's the wrong word — it's an opening up of that market. It's not all the capital turning to those biggest firms."

Ethan Kho

22,004 次观看 • 1 个月前

Hedge fund manager Lex van Dam gave 8 ordinary people with no experience $1 million of his own money, two weeks of training and two months to run a real hedge fund and beat the professionals of the City in the middle of the 2008 crisis. "I want to take people with no trading experience at all and teach them to trade. I want to give them all the tools I think are necessary for it. Then I'll give them some of my money, and I want them to deliver results no worse than the top fund managers." "I've put a hundred thousand pounds into this, and none of them has any idea how hard it's going to be." "I'm putting a lot on the line, and if they don't care, I'll make sure they start to care." "I've seen psychologically very strong people who were completely broken by the world of trading. Because in this game every decision matters." This is real footage of ordinary people going from zero through the pressure of the trading floor, the first mistakes, the emotions, and the attempt to build a process under real market conditions. bookmark and watch this legendary footage ↓
55:39

Hedge fund manager Lex van Dam gave 8 ordinary people with no experience $1 million of his own money, two weeks of training and two months to run a real hedge fund and beat the professionals of the City in the middle of the 2008 crisis. "I want to take people with no trading experience at all and teach them to trade. I want to give them all the tools I think are necessary for it. Then I'll give them some of my money, and I want them to deliver results no worse than the top fund managers." "I've put a hundred thousand pounds into this, and none of them has any idea how hard it's going to be." "I'm putting a lot on the line, and if they don't care, I'll make sure they start to care." "I've seen psychologically very strong people who were completely broken by the world of trading. Because in this game every decision matters." This is real footage of ordinary people going from zero through the pressure of the trading floor, the first mistakes, the emotions, and the attempt to build a process under real market conditions. bookmark and watch this legendary footage ↓

Damir Akaza

512,157 次观看 • 2 个月前

🚨 BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $62K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one
0:35

🚨 BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $62K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one

Simba

65,952 次观看 • 3 个月前

Michael Michael Saylor lays out Strategy: You buy Bitcoin with a variable rate perpetual preferred stock,” creating “what is in essence a nearly risk free swap.” Are you really overpaying at “8% or 9%” if you’re using that capital to buy an asset that keeps appreciating? “There’s only $30 million of Bitcoin available for sale every day and we’re buying all of it.” “What’s the best way to predict the future? It’s to determine the future." “If we basically buy $100 billion of Bitcoin, it’s probably not going up to 0%." ⚡
2:14

Michael Michael Saylor lays out Strategy: You buy Bitcoin with a variable rate perpetual preferred stock,” creating “what is in essence a nearly risk free swap.” Are you really overpaying at “8% or 9%” if you’re using that capital to buy an asset that keeps appreciating? “There’s only $30 million of Bitcoin available for sale every day and we’re buying all of it.” “What’s the best way to predict the future? It’s to determine the future." “If we basically buy $100 billion of Bitcoin, it’s probably not going up to 0%." ⚡

Bankless

11,866 次观看 • 5 个月前

"If the idea is not making money within months or a couple quarters — I'm wrong. Full stop. I'm cutting it." David Orr Ex-poker pro. Hedge fund founder. 40%+ annualized. "In poker the feedback loop is so fast that within even a session you've made so many bets. I have way more reps than most fund managers." "There's that saying — you'd rather be right than make money. Poker beats that out of you." Most fund managers stay wrong for years. They'll hold a losing position for three years and keep morphing the story. Poker doesn't let you do that. Neither does David.
1:50

"If the idea is not making money within months or a couple quarters — I'm wrong. Full stop. I'm cutting it." David Orr Ex-poker pro. Hedge fund founder. 40%+ annualized. "In poker the feedback loop is so fast that within even a session you've made so many bets. I have way more reps than most fund managers." "There's that saying — you'd rather be right than make money. Poker beats that out of you." Most fund managers stay wrong for years. They'll hold a losing position for three years and keep morphing the story. Poker doesn't let you do that. Neither does David.

Ethan Kho

151,953 次观看 • 5 个月前

People Are Learning Red Lobster Didn’t Go Bankrupt Because Of Endless Shrimp, They Were Attacked By Wall Street For Their Land Here’s the full story “The only reason Red Lobster's going into bankruptcy is because a hedge fund wanted them to go into bankruptcy.” “The media will never stop covering for hedge funds while making it seem like every problem is the fault of the American people. Like, I'd be willing to bet you think Red Lobster went into bankruptcy because of endless shrimp. You know, the endless shrimp promotion they had. Because that's what the media's told you. They've been telling you repeatedly that the reason Red Lobster went into bankruptcy was that they had the endless shrimp combo and the greedy American people just took advantage of it. That's not what happened. No, what happened was a hedge fund bought Red Lobster and as a condition of the sale, they made therm split up their land and their restaurants. Because up until that point, Red Lobster actually owned all of the land that their restaurants were located on. And then once they made them split that up, the hedge funds made the leases on that land so expensive that the Red Lobsters couldn't possibly continue to operate. So Red Lobster had to keep trying new and new things to try to make enough money to pay these leases. And it was never enough to be able to afford what the hedge fund wanted to charge them. So now they're going into bankruptcy. But the media is not talking about that and the American people were the problem. That Red Lobster made terrible marketing decisions and the American people took advantage of it. But make no mistake, the only reason Red Lobster's going into bankruptcy is because a hedge fund wanted them to go into bankruptcy. They wanted to put Red Lobster out of business so they could take the land that the Red Lobsters were on. Because Red Lobster has some amazing locations across the United States. And now the hedge fund is going to be able to sell off all the little pieces of Red Lobster, completely shutting them down and just have the land all to themselves. And look, I don't like that hedge funds are allowed to do that. Investors are allowed to f*ck over another company. But what shouldn't be happening is the media being complicit and trying to hide that fact. It's not just the hedge funds, it's not just the government, it's also the media. Absolutely f*cking nobody is on our side. Absolutely nobody is giving us the true facts except for each other.”
2:01

People Are Learning Red Lobster Didn’t Go Bankrupt Because Of Endless Shrimp, They Were Attacked By Wall Street For Their Land Here’s the full story “The only reason Red Lobster's going into bankruptcy is because a hedge fund wanted them to go into bankruptcy.” “The media will never stop covering for hedge funds while making it seem like every problem is the fault of the American people. Like, I'd be willing to bet you think Red Lobster went into bankruptcy because of endless shrimp. You know, the endless shrimp promotion they had. Because that's what the media's told you. They've been telling you repeatedly that the reason Red Lobster went into bankruptcy was that they had the endless shrimp combo and the greedy American people just took advantage of it. That's not what happened. No, what happened was a hedge fund bought Red Lobster and as a condition of the sale, they made therm split up their land and their restaurants. Because up until that point, Red Lobster actually owned all of the land that their restaurants were located on. And then once they made them split that up, the hedge funds made the leases on that land so expensive that the Red Lobsters couldn't possibly continue to operate. So Red Lobster had to keep trying new and new things to try to make enough money to pay these leases. And it was never enough to be able to afford what the hedge fund wanted to charge them. So now they're going into bankruptcy. But the media is not talking about that and the American people were the problem. That Red Lobster made terrible marketing decisions and the American people took advantage of it. But make no mistake, the only reason Red Lobster's going into bankruptcy is because a hedge fund wanted them to go into bankruptcy. They wanted to put Red Lobster out of business so they could take the land that the Red Lobsters were on. Because Red Lobster has some amazing locations across the United States. And now the hedge fund is going to be able to sell off all the little pieces of Red Lobster, completely shutting them down and just have the land all to themselves. And look, I don't like that hedge funds are allowed to do that. Investors are allowed to f*ck over another company. But what shouldn't be happening is the media being complicit and trying to hide that fact. It's not just the hedge funds, it's not just the government, it's also the media. Absolutely f*cking nobody is on our side. Absolutely nobody is giving us the true facts except for each other.”

Wall Street Apes

2,191,009 次观看 • 2 年前