07-07-26 patient-trader
https://www.themoscowtimes.com/2026/07/06/ukraine-strikes-russias-largest-oil-refinery-in-western-siberia-a93177
Beautiful, the Russian Omsk refinery has been finally hit. Over 2000km away from Ukraine. |
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07-07-26 pillz
US Loses to Belgium in World Cup Match Marred by Controversy
https://www.bloomberg.com/news/articles/2026-07-07/belgium-ends-us-world-cup-run-in-shadow-of-fifa-controversy-over-balogun?srnd=homepage-americas |
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07-07-26 victor
| carib, in your op, why didn't mojtaba attend the funeral? |
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07-06-26 victor
| savo, are you saying that the founding fathers never imagined a guy like dt becoming president? :-)) |
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07-06-26 savo
victor ... americans are celebrating 250 years of independence day.... if they would read the declaration of independence and compare that declaration with today's USA.. those people that put their lives and property at risk and compare them with today's kleptocracy...they would be mourning.. not celebrating.
The EU is far worse though... but there are countries that still believe in freedom from government interference and freedom from tax oppression. |
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07-06-26 savo
victor.. that may have been the case initially... but the purpose of it was to create a legal conduit to access the WH.
DT made more money in the first year of his presidency than in any previous year of his life... |
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07-06-26 victor
savo, i remember when that dt meme launched, it was hyped in X, etc.. and people were buying Solana (i think it was) in order buy it..
i am sure there are a bunch of criminals involved, but also regular people who lost $$.
i know one who was lucky enough to buy right when it launched, and it was a great trade a few days later, having gone up in price considerably.
then it started dropping.. and dropping. |
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07-06-26 panasonic
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07-06-26 panasonic
Two opposite views of the AL'S impact:
https://www.businessinsider.com/elon-musk-uhi-work-optional-burry-big-short-ai-revolution-2026-7 |
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07-06-26 savo
victor...Nearly 1 million people
and how do you know among those million there are not 100 elite members buying most of the coins for access?
Criminals on the giving and receiving end know well how to cover their tracks.
But there is more... membership of mar-o-lago costed 100k before DT became president in 2016...Now it costs... 1,000,000... same golf course.
Why would people pay a million for what is used to cost 100K? Yes there is some inflation.. but not 1000%
It does not end there... DT's sons open a club called... Executive something... membership 500k... monthly 15k... the club is a ... restaurant...what happens there?... DT's cronies go there for lunch/dinner ... membership grants access to them... need a tariff?.. no problem... pony up 500k and meet XYZ for lunch at Executive. |
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07-06-26 victor
Delcy Rodríguez anuncia un plan de reconstrucción con fondos desbloqueados del FMI
La presidenta encargada de Venezuela confirma que usará 10.300 millones de dólares (9.000 millones de euros) para reparar viviendas y dar subvenciones y créditos bancarios a los damnificados |
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07-06-26 panasonic
"which means no refrigeration and no transportation"
Viva la revolucion!
...but New Yorkers think money can grow spontaneously in Mamdani's backyard ;-) |
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07-06-26 carib
Confirmed:
Cuba’s electric grid suffered a total collapse Monday as the nation struggles with crumbling infrastructure and a de facto US oil blockade that has pushed the communist-run island to the brink. |
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07-06-26 carib
| Panas: bipartisan foreign policy is always an asset. It was squandered. |
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07-06-26 carib
SPAL: I understand Cuba is out of diesel for commercial uses, and out of electricity.. which means no refrigeration and no transportation.
Non compatible with XX century economy, let alone XXI.
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07-06-26 panasonic
Carib, ok..me was thinking Puerto Rico
For practical purposes having a totally subordinated president should be capable of similar results.
That said, China has the luxury of doing long term plans, a luxury that USA has lost, now even more as two predominant offers are opposite to the extreme :-( |
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07-06-26 spal
OSINT indicators point toward the "Venezuela Model" used earlier this year against Nicolás Maduro: A sudden, highly targeted Joint Forcible Entry (JFE) or decapitation strike led by special operations forces to apprehend senior regime figures (like Raúl Castro or Miguel Díaz-Canel) rather than holding vast territory.
Ground operations would likely be heavily localized around reinforcing the existing U.S. military installation at Guantanamo Bay, which has seen direct visits from senior U.S. intelligence officials. |
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07-06-26 carib
| Is the cuban regime about to give up the ghost? |
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07-06-26 carib
Panas: proceeding along the entirely academic discussion path..
If the US was to manage Veny like HK.. they would appoint a Governor, could revise all past passport concessions.. and holders of Veny passports would still need a visa to travel to the USA.. |
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07-06-26 victor
The man who told you to “never sell your bitcoin” just sold 3,588 BTC for $216 million.
5 weeks ago he sold 32 BTC and called it a one time thing
This new sale is 112x larger than that.
- In May he sold 32 BTC for $2.5M and MSTR dropped 5% and BTC dropped below $72K on the news. He promised he would “buy 10-20 bitcoin for every 1 he sells.” That was the narrative patch
- 5 weeks later he just dumped 3,588 BTC. $216 million. To pay dividends on STRC preferred stock. The same STRC instrument he launched specifically because the old strategy of just buying BTC wasn’t generating yield
- His company holds 843,775 BTC. At this acceleration rate the sells are scaling exponentially while bitcoin sits at cycle lows. First sell: 32. Second sell: 3,588. What’s the third?
- He literally said on the Q1 earnings call “we will probably sell some bitcoin to pay dividends.” He told you the plan out loud. Most people heard “probably” and ignored the rest
- Strategy pivoted from “never sell” to “actively managing the balance sheet.” That’s corporate language for “the infinite accumulation thesis broke and we need liquidity”
- The STRC dividend is a recurring obligation. This isn’t a one time event.
He has to keep selling BTC every quarter to fund it.
Michael Saylor didn’t change his mind about bitcoin. He just built a debt structure which is insanely risky.
The greatest bitcoin bull of all time is now a seller. And he’s accelerating. |
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07-06-26 victor
Michael Saylor
Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves.
6:03 AM · Jul 6, 2026 |
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07-06-26 victor
savo, i don't think that most of these guys were buying access to dt..
they were simply betting on dt.
//
The New York Times reports that Nansen's analysis is based on transactions that are publicly visible on the blockchain, showing that 988,905 accounts had lost money on the memecoin as of the end of June. That represents around two out of three $TRUMP buyers. |
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07-06-26 savo
victor... the white house is for sale... and you buy access to it buying DT's coin...investors do not care about the losses... they care about having access to the president...
Didn't open AI offer 5% of the company to the government?
why?... to have access. |
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07-06-26 victor
Trump memecoin investors lost $3.8 billion, analysis finds
Nearly 1 million people have lost a total of $3.8 billion after buying President Donald Trump's $TRUMP memecoin, according to cryptocurrency analytics firm Nansen.
On Sunday, $TRUMP was trading at $1.69, down nearly 98% from its high of $75.35.
In a recent financial disclosure, the president revealed that he made $636 million from the $TRUMP memecoin, accounting for nearly half of the $1.4 billion that the president made from the crypto industry last year. |
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07-06-26 panasonic
| Carib, could work if Veni was not infested of all sorts of rats (Farc, ELN, Hezbollah) holding Veni passports :-( |
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07-06-26 savo
i was not thinking in a protectorate in the political sense....but in the economic sense.
The US bombarded veni with economic sanctions and destroyed its economy beyond what chavism had done on its own.
And they did it out malice without any objective other than to cause harm the people of venezuela while enriching Guaido, Vecchio, Borges, MCM and the rest of the 2015 AN, PDVsa ad hoc, supreme court in exile...etc....
it is fair that the US now helps with the reconstruction and i am happy to see they are doing just that. |
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07-06-26 carib
| The model could be.. Hong Kong (before 1999) |
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07-06-26 carib
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07-06-26 carib
Panas: that would be an easy to selve problem, IMHO.
For example, french overseas departments are fully part of France.. but to fly from there to Paris.. you go via passport control as if coming from outside the EU.
Veny could have "special status" not electing representative to the US congress, no automatic right to settle in the US, etc.
The british, historically, have been masters of such art, and they could provide a bunch of useful suggestions. |
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07-06-26 Merlino
your price target in ~2 years?
......................................
Pana, I do not know however I think people holding here or new non speculative buyers/traders are taking the considerable risk involved in the expectation/hope to make about a double from here (at mkt prices) before the end of Trump gov |
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