Now that Semler Scientific / $SMLR has reached a settlement agreement with the DOJ, it’s worth keeping an eye on them to see if they can break out of the rut they have been stuck in for a while. The price action appears to be basing, and a move above the 20-day SMA would be

Dear Michael Saylor , three questions: 1. Have you considered hiring more competent finance professionals/lawyers? 2. Is this why yields are at nosebleed levels, yet these unnecessarily complex products still fail to clear the market? 3. Have you asked ChatGPT how to make mNav go up?

Michael Saylor Adam Livingston Your "BTC Credit model" is not going to pass muster with rating agencies for a couple of reasons: a) BTC is not pledged and therefore does not qualify as collateral. b) BTC's volatility undermines its suitability as collateral, which your model fails to address. c) The

And like clockwork, $BTC continues to follow the liquidity/CB reserve graph. (Last post was 2 weeks ago.) Making $120K-ish the potential top for the next few months, barring a catalyst.

$MTPLF/3350 is halfway through its #Bitcoin purchase with the funds raised from the IO. Expecting a yield of 0.5% (basic) / 8.1% (fully diluted) next week, assuming remaining purchases are completed by then.🫤 Curious to see how much this impacts price action before MSWs

Quiz time, ladies and gents! $ASST is buying $SMLR at a "210% premium." Yet, SMLR is up only 10%, and ASST is down 5%. Why the lackluster market response? 1⃣ Market is regarded; SMLR FMV is > $90. 2⃣ Eric Semler demanded PIPE pricing cause ASST's FMV is < $1.30. Yummy arb! 😏

This roundtable was such a breath of fresh air. Balanced, knowledgeable and not pumping anything. Well done, KH , Zynx, and Anders_ ✝️🇩🇰🇺🇸🥩🥩🍸! Quite the contrast to promoters like Natalie Brunell ⚡️ and Tim Kotzman who offer little beyond hosting talking heads who want to pitch

A chart that only a mother (or father Simon) could love: • Stuck below every SMA, having completed every death cross possible • Below MSW EP, waiting to get clubbed every time it dares to prairie dogs • Managed a red day on Mon despite a 5K+ BTC buy, and gapped down today 🙄

#MetaThought: The brush with reality in the form of BTCTCs has been a "red pill" moment for the orange-pilled. Many now realize: • "Assets" and "capital" are not the same • Neither are "asset appreciation" and "income" • "We're early" is an excuse for poor product-market fit

Simon Gerovich But sir... the butcher awaits. EVO Fund - up 12M shares to 30.6M. No doubt keenly waiting for the MSW suspension to be lifted in 3 trading days.

Dylan LeClair That's great, Dylan, but: • EVO Fund has loaded up on 30M shares to dump in 3 trading days • Goldman Sachs has doubled their short position to 10M shares • Morgan Stanley has tripled theirs to 15M shares Captures MP's long term promise vs short term headwinds very well, eh.

$MSTR is not looking good.. • Below all SMAs • Below 1yr PoC • Trailing BTC strongly (measured as MSTR/IBIT) • Sell-off accompanied by strong volume $240 next?

Thanks for sharing this, Simon (Simon Gerovich)! While all true, I do feel like this misses the key drivers of the share price malaise and so will do little to assuage the market. Especially since there are no concerns about Metaplanet Inc. 's balance sheet that I am aware of. In

Matt Cole Matt, if people wanted exposure to biotech, they would have bought a biotech stock. Also, SMLR is expecting to lose half its revenue in Q4, which will likely result in negative FCF. To me, this looks like an exit for Eric Semler at PIPE prices, with $ASST left holding his bag.

Great pitch to replace the old fiat aristocrats with the new bitcoin aristocrats. 😏 Would make Satoshi proud. 🙄

Well, well, well, well, well.

Eagerly waiting to see if Simon Gerovich extends the suspension on MSW exercises that will otherwise be lifted on Oct 1. 3350 price is currently > 20% below the EP of 637 yen. Without an extension, the anticipated announcement for the remaining 5K BTC will likely be for naught. Why?