Crypto bull market cheat sheet:

Hmm

Big trend: non-performative, calm social media

I'm hiring another Swift /SwiftUI developer for a new consumer social product I build. I want someone with exceptional attention to detail who can think like a user.

I write down some reflections on the MSTR, STRC, and BTC situation and wonder if someone else here with a better understanding of the dynamics has a perspective on it: I think Saylor might wait for a bit to not look desperate, then increase the STRC dividend to 12%. 1% per month is a far more compelling narrative than 0.96% per month even if it doesn't cost him much in extra expense for the preferred. I assume he intentionally starts STRC with a dividend rate at 9% so that he has room to ramp it up to 12% or more. So at 11.5% he has some room. I think he can probably get STRC back above par with a 12% dividend with this and use the proceeds to raise meaningful cash. He now establishes a precedent for selling BTC as a lever, so selling at substantially higher prices, while still uncomfortable for the market, has less of a "shock" factor. He talks about selling meaningfully appreciated Bitcoin as a lever to potentially fund STRC dividends, so with a cost basis around $75k it doesn't make sense for him to sell a bunch down here at $67k to fund STRC, at least not right now.

Hiring: iOS Web Developer Looking for a SwiftUI and TypeScript developer to get a new consumer iOS app across the finish line. I want someone with high standards, sharp attention to detail, and experience shipping consumer apps for the v1. DM me.

$ZEC breakout $236

SpaceX : Tech Stocks :: $Trump : Memes ?

“If someone asks my abode, I respond: the east edge of the Milky Way.” — Ryokan

The U.S. owes $700 million more in interest every month it delays IEEPA refunds.

Sage advice from Elon:

“Meditate like Christ, he lost himself in love.” — Neem Karoli Baba

I exist only to serve others

💯 And what I often see among my most successful clients is a constant comparison to what traders are (supposedly) doing. That need to be as good or better than someone else is very damaging to a trader's mindset, even successful traders.

"LSD allows you to come into the room and pranam to Christ, but after two hours you must leave. The best medicine is to love Christ." - Neem Karoli Baba

“If you want to be successful, I would encourage you to grow a tolerance for failure.” — Jensen Huang, Nvidia CEO

Stanley Druckenmiller @standuquesne thoughts on hiring a money manager: "If I were hiring a money manager, the first thing I would look for is if all I heard was they never made a mistake and they’re telling me about all their wins, that is a big red flag. The great money managers I’ve met they generally don’t tell you about their wins, they tell you about a lot of their losses."