MSTR (Saylor's) response to the dropping of both BTC (BitCoin) AND MSTR price is to issue more perpetual preferred stock (STRC). Reminded of the old saw- 'We lose a nickel a unit, but make it up in volume'. STRC's next DIV is Feb 28. Will cash burn ignite the house? Where IS my beautiful house?

Quantumscape (QS) solid state battery (SSB) maker, just inaugurated an initial battery cell build line. This is a positive move. They are ALSO involved with VW's new battery plant in Ontario, who has licensed their SSB technology. Progress, moving past proof of concept to full production bats...

BTC (BitCoin) HODLers should keep a close eye on MSTR (Strategy) stock. SaylorTracker .com reports mNAV is staying below 1. No amount of his 'jawboning' increases BTC. MSTR is burning cash with no revenue. Buying BTC will dillute stock value further. Is Saylor the new SBF (Sam Bankman-Fried)?

Reports on retail spending show it's staying flat. The top 10% of earners in the K shaped economy are making half of all the purchases. The bottom leg of the K (60-80% of earners) have 1 in 4 (~56M+) living paycheck to paycheck. Up next, chants of 'Eat the Rich'? 1929 Redux, while Trump eats cake.

It appears BitCoin (BTC) has advance financially to now have a derivatives market. Ex.- People trade in [paper] Silver and have none. Now the same with BTC. Synthetic supply can overwhelm real supply so price no longer responds to demand. Fancy way of saying manipulation occurs. HODLers beware...

Quantumscape (QS) Solid State Battery (SSB) developer/maker just inaugurated their [Eagle] pilot mfg line. This is major progress. They can now show proof of their product AND production methods. Being able to produce at a Megawatt level is required. CAN QS execute? They report 4th Qtr fins Feb 11.

MSTR is now under water. Their mNAV is at .95 (below 1) so their Market Cap is lower than the net value of its BitCoin (BC) holdings (paid dimes for nickels). Burning cash. Next event is the DIV payout in March accelerating the burn. Will BC rise or MSTR forced to sell BC, cascading BC price down?

Continuing to watch MSTR (Strategy) stock. Is it the canary in the BitCoin (BC) mine? MSTR is dropping AND it's mNAV is staying below 1. Could MSTR trigger a BC death spiral when they're forced to sell a lot of BC to bolster their own DIVs? If BC and MSTR keeps dropping that's the indication...

Wouldn't AI be useful in sorting/reporting on the Epstein files? Identify the pedophile perverts, from the regular perverts, from the hapless partiers. It would also be a demonstration of how useful AI could be. Potential win-win. Could show how much the AI programming can tip the scales.

RE: Strategy (MSTR). IS it a viable business? SaylorTracker displays mNAV (market Net Asset Value). IF mNAV of MSTR is <1 the stock is worth less than the BitCoin (BC) it holds. As mNAV drops there is risk of MSTR selling BC to pay it's Divs. A large selloff could trigger BC death spiral. Be wary.

Where will Kristi Noem be assigned as their newest ambassador? Her tenure as DHS Barbie is likely ending. Will it be Heard Island (the one with only penguins) , Monaco, or possibly North Korea. How miffed is her dear leader? Probably best to be assigned to a place without many puppies or goats...

Time is currently NOT AI's friend. It takes 12-36 mo. to build a scalar data center. Moreover, it takes 3-5 years to build an LNG or Wind generator facility. Expect higher prices and lots of competition until then? Will the AI circular investing cycle break before then? Magic 8 Ball says- Yes.

This is telling. Megyn Kelly is going after Kara Swisher. Swisher suggested that Stephan Miller IS a scofflaw and the Rule of Law be applied. Kelly is acting/speaking like NotSee Eric Fuentes, and debasing herself (again). Poster Girl for Nuremberg... www.youtube.com/shorts/6ZpWB...

Does all the AI 'pledged' circular investing lead to increased ROI (return on investment), and when? Or is this $$$ musical chairs? IF the collateral result is higher unemployment, increased electric costs and material shortages, is AI a true value for ALL of us? Do WE lose when the music stops?

Poor Aptera (SEV) is hyperdilluting their stock to get cash. They still haven't delivered an EV and just offered more stock. The EV is cool looking, but hasn't been able reach operational production. Looks like they will join Tucker with a dozen + collector prototypes, but no delivered EVs. Sad.

Get in on the Greenland land grab. The Trump Crime Org will soon be offering parcels for sale. Giving you land lots of land under starry (cold) skies above, and NOT fencing you in. In fact, there aren't even roads. Pay for the land before the invasion and they'll throw in a Trump phone, honest.

While the stock market is dropping, so is BitCoin (BC). Meanwhile, Strategy (MSTR), dropping too, is buying BC. Now has >700k of BC @ $75K/BC. Up from $72K/BC. As BC price approaches $75K MSTR would need to sell BC to meet DIVs, reducing BC $. Is a BC $ death spiral coming? Watch MSTR & BC + math.

Bottom leg of the 'K' shaped economy is much longer and steeper downward. More of a hockey stick. The top 10% of citizens are doing fine. 50k/qtr new jobs indicates a shrinking/falling economy. Paying the tariff tax much harder for too many. IF FED reduces interest rates inflation WILL follow...

In the US, the average price of a new car is $50K. Meanwhile, Canada is opening their market to Chinese BYD cars. Looks like less domestic car sales AND less exports to our former friendly neighbor. Add the tariffs Americans pay and the formula gets worse. Think ICE can force US to buy cars? Genius.

Been watching Sodium Ion batteries. Emphasizes Sodium is much cheaper than Lithium, but the Wh/Kg stays low. So, cheaper EV bats. It's the plastic is cheaper than metal argument. Will Prowse uses Science to compare NA vs LI. He shows NAIon are NOT a great EV choice. www.youtube.com/watch?v=zSPS...

Next up- BIG MAC for Trump. Midterms Are Coming w/ TACO. Demanding 10% max on Credit Cards sounds good, but the math doesn't math. Just like forcing the 10yr TBill rate to 1%. He can't dictate sunny weather to make himself look good (less Orange?). Dementia might be fun for him, but NOT for us...

What's the over/under on Trump attacking Denmark to get Greenland before he attacks Sweden to get a Nobel Prize? He either doesn't know what 'Peace' means, or his dementia is advancing more quickly. Can't we just tell him the fakey FIFA prize IS a Nobel?

When will Trump attack Sweden and demand that they give him a Peace Prize (not a fake FIFA one)? Renaming the Dept of Defense to Dept of War, pirating Venezuelan oil tankers, bombing Iran & Nigeria all just screams Peace. And he'll punch anyone that says different... www.youtube.com/watch?v=UAeq...

Thought Dec 19 WAS going to be a Black Swan event for MSTR and BitCoin (BC). Japan increasing interest rates DID cause BC to drop 20%+ in the past. NOT this time. BC IS trending down, and MSTR IS +++ cash vs buying BC. Something IS going on. IS the USD at risk worldwide? Magic 8 Ball says YES.

Trump's Treasury is buying back a lot of it's TBill debt in 2025. Up 39% from 2024. This isn't QE (Quantitative Easing), but it is like paying the debt of one credit card with another CC. This can weaken the dollar & increase currency debasement. Driving investors to 'hard assets' like gold...

Here comes the US Tech Force. Will they bring back (K_holio) Musk, or Big Balls, or any of the other DOGE genius' to work in this group? Let me suggest that there IS mandatory drug & mental health testing. Apple can't afford AI pros, doesn't that mean this will be a low budget team, at best?

Is BitCoin (BC) at risk of a big fall? Japan scheduled to reduce interest rates 12/19. This HAS triggered a ~20% BC drop. IF $87K BC drops below $70K it goes below MSTRs $74K/BC holdings. They'll need to pay DIVs from reserves OR sell BC. BC sales would cause BC price to fall, triggering a cascade?

Consider using Strategy (MSTR) stock as the canary in the BitCoin (BC) coal mine. For MSTR to maintain its dividend BC needs stay above $74/BC (their average price). If BC price falls below $74, MSTR will need to sell BC, at a loss (or borrow $). Triggering a BC selloff & tank MSTR? BC is a gamble.

Disney made a deal with OpenAI. Is this the opening shot of the IP (intellectual property) war? Disney also filed suit against Google on IP grounds. For those that have visions of using Sora to self wield a light saber against the Empire, or seeing Princess Porn be warned, Disney won't abide...

The US is buying it's own TBills, while Japan is buying less US debt. This appears like using one credit card to pay the bills of another one. It's financial sleight of hand, NOT reducing US deficits. This appears to artificially keep interest rates down. Inflation will likely keep rising.

Watch Strategy (MSTR) to gauge health of BitCoin (BC). MSTR has ~3% of outstanding BC. A factor, mNAV (Market Value to Net Asset Value), compares MSTR market cap to current market value. When mNAV goes below 1, MSTR has to sell BC to cover it's Div obligations. Down spiral. It's at 1.12 in Dec.

Wondered how Strategy (MSTR) managed to keep from showing losses when BitCoin(BC) $$ drops. It's another financial spinning wheel. Losses are on the books but NOT realized until taken as a loss (it could go back up). Meanwhile, meme's keep chanting BC prices up. Patrick Boyle shows the spin...

BitCoin technology of Blockchain & distributed DBs is interesting. There is a level of security for worldwide transactions. WILL it ever be hacked? Probably. BC is totally dependent on the Internet and Blockchain security. A crapshoot using electricity & compute? www.youtube.com/shorts/dpDYG...

For context here's a copy of Dante's Internet. Pay special attention to the Douchbaggery segments leading to The Special Hell. It also includes child molesters (GOPedos), Podcast Groypers, and likely most Reichpublicans...

Promises made, Tee Times kept. Trump promised he'd Make America Affordable Again, now says Affordability is a Dem hoax. Prices are UP, as are his golf outings (37% more golf in 2nd Term). More daytime naps, too. He retired on the job, and WE pay for it. www.youtube.com/shorts/UT917...

Sad for Aptera. Live lawsuit for their patents, NO production approved EV models, and a disjoint assembly line in a mostly empty warehouse. The few they make WILL be collectible (eg. Tucker). They make media clips, not EVs or profits. Their (SEV) stock reflects that. www.youtube.com/watch?v=zmDq...

150 angry bleats on his media site over one late night. According to experts agitation is NOT confined to one stage of dementia progression. The MRI can identify physical anomalies like a stroke, but can't identify age related dementia. He should be diagnosed ASAP. 25th Amendment here we come...

Plot thickens with the Aptera vs Zaptera lawsuit. Zaptera refiled after having several claims dismissed. They did sharpen the poking stick with the refiled complaint. Zaptera is a parasite company, BUT they did purchase Aptera IP/patents. Burdensome $$$ litigation. www.youtube.com/watch?v=IzeV...

Japan appears to be 'unwinding' their investments in US Bonds. They and China hold the most US Bonds. This could cause major ripples in the bond market and cause the US yields to rise. Consequently, US interest rates would rise, which is opposite what the Trump Admin demands. $1.2T to reduce.

Be wary when you hear companies promoting Collateralized Loan Obligations (CLO) & Credit Default Swaps (CDS). These are fancy financial terms used to polish a business turd and sell the risk (to you?). Recall the Real Estate market crash? It was a CLO market run amok. www.youtube.com/watch?v=5w32...

There's a race between Toyota and Aptera relative to EVs. Both have been announcing for years and NOT delivering. Which will actually make AND deliver real products? Sure, they've both custom made models, but nothing for purchase. Jetson flying cars DID arrive. Only took 60+ years. Elroy's retired.

4 Rivian's catch fire at a dealership while charging. The culprit, the volatile nature of flammable Lithium-Ion battery electrolyte. The electrical fire isn't extinguished with water. Solid State Batteries (SSB) won't catch fire like this. Choose EVs w/ SSB. www.youtube.com/watch?v=jp-B...

Grokpedia is a Musk leaning gold mine (Kholio?). Search American Authoritarianism one of the results is American Left. NO mention of Right Wingnuts. Search White Nationalism does create distinctions from White Supremacy and Fascism. It does promote being Republican. What's missing, besides reality?

Aren't AI answers just a parsed amalgamation of a lot of other peoples answers? Doesn't this include bad answers too? Rules within the apps can be applied, but still it's all existing knowledge. So, a lot of electricity will be used to enhance/speed navel staring? And approve firing people...

Today's representation of AI is the Circle Circuit. Technical Ouroboros (snake eating it's own tail). It answers where the mirage of AI profit comes from, but also the electricity (and thinking?). There IS an OFF switch, but who dares use that? Especially IF you're invested...

RE: Aptera, still has an active patent lawsuit from Zaptera. Zaptera bought the patents when Aptera went bankrupt. Aptera has stock, a big empty plant, an IP lawsuit, but doesn't have a production approved model (yet). Zaptera payday or 'lawyers, guns & money'(W. Zevon) IF Aptera does deliver EVs?

Know schools will be required to teach TACO math? Coffee costs $1.25 with the Tariffs. With Tariff removed costs $1.00. How much cost can be attributed to Tariffs? The answer from grinning genius Kevin Hassett is $0. Children WILL be flunked if they say anything but $0. They MUST learn TACO math.

Watching Aptera's approach to building their EV's. Carlsbad, CA has a big, but mostly empty, building. Final assembly will be done there, but not manufacturing? Appears Italy is where the bulk of the cars are made. So, sort of made in USA. A Dream factory? www.youtube.com/watch?v=-GbU...

JD Vance is positing that MAGA will need an Aristocracy. He's ignoring the MAGA/Qanon view of the 'deep state'. His approach does parallel the nefarious Helter Skelter plans of Charles Manson (another criminal genius). Hillbilly hubris to put Vance in charge... www.youtube.com/watch?v=M44n...

Going to make an early prediction that the Eagles will become the first all AI Band. Only original member, Don Henley, is [allegedly] lip synching now, SO, they're inches from being all fake, anyway. Some technical mumbo-jumbo and it's Hotel California forever. With Don suing those who disagree...