@MapleLeafCap

$159516CH

Hmmm it's not looking good bruv someone need to bid this BTC now tbf MSTR will start accuring time premium when it gets closer to strike (~$25k) but the implied interest rate would be north of 15% per annum given dilution needed to fund pref dividends https://t.co/pnX1oNxfpK

During the peak years of WWII: - 50%+ of US market-cap was war-converted - 40% of US GDP was weapon spending (from 2% in 1940) As of today, semiconductor is - 18-20% of US stock market cap - 2-4% of US GDP in semi spending If you buy into @leopoldasch 's last chapter and that US is going to launch "The Projeect" in 1-2 year's time and this is a full-out war on intelligence. There won't really be a semi cycle and we are going a lot higher.

still here. locked in. forever growing. CT - my corner of the internet. get yours: https://t.co/GdMQ9RoqYs

I personally think the $CRCL investors are significantly underestimating the risk of leading fintech players teaming together and launching their own stablecoin. For instance, the float on Stripe alone at any given point I think is around 15-25 Bn USD on its massive transactional volume. Already 20-25% of USDC without them actively juicing this on-platform float.