*when trust frays in the financial system hard assets regain prominence. The lesson is simple: geopolitics cannot be separated from markets. They are intertwined and ignoring that link can be costly. The prudent move is not just to watch these developments but to be structurally prepared well ahead of such episodes*
Stacker News
Ray Dalio Exposes Fiat On CNBC \ stacker news
I used to watch Squawk Box every morning for probably 30 years, but not anymore. I watched this video and was really surprised that the flaws of th...
*Derivatives set the interim price of Bitcoin. Saylor persistently buying coins is priced in so the price doesn't move on the news and in fact it probably reacts negatively after his purchases because traders know there is whale demand that won't be back in the market in the near term so they can happily sell or short. …there is probably a smart trading outfit out there that has figured this out and knows when to sell during Saylor's buying window and when to buy back after the price has dropped post his buys. Rinse and repeat. Even though it doesn't look like it, my guess is they are probably pretty strategic with buys and do them with as little interference to the market price as possible. the real market impact would probably only be seen if they exhausted OTC desks of their supply and they had to go into the spot market to buy to satisfy demand. This also gets into the paper bitcoin question. If an OTC desk was running out of Bitcoin could they call up Coinbase to borrow some. Which depending on Coinbase Prime customers agreements may or not be Saylor's own coins. Haha*
Stacker News
Why doesn't Saylor crash the price of the dollar with his massive dollar dumps? \ stacker news
The 20k bitcoin buy that didn't move the market On 20 January 2026, Michael Saylor announced that Strategy had acquired 22,305 bitcoins. He even in...
*If Saylor's buys truly don't move the market consistently in any direction, that suggests that exchange orderbooks are only a small fraction of the latent supply of bitcoins in the market, since Saylor is buying OTC. The exchanges themselves may also be willing to sell Bitcoin on a very elastic basis, since they probably don't have a strong preference for either dollars or Bitcoin, they make money off volume and they only need enough holdings to cover withdrawal events.*
Stacker News
Why doesn't Saylor crash the price of the dollar with his massive dollar dumps? \ stacker news
The 20k bitcoin buy that didn't move the market On 20 January 2026, Michael Saylor announced that Strategy had acquired 22,305 bitcoins. He even in...
*What a lot of people miss is that they're really just digging themselves deeper into the hole they're trying to temporarily escape by doom spending.* View quoted note β†’
Stacker News
Stacker Saloon \ stacker news
Howdy there, partner! Welcome on into the Stacker Saloon. Saddle on up to a stool and spill the beans about your day, fire away with them questions...
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*The real opportunity belongs to those who can ignore the daily noise and think in decades, not days.* TaviCosta, x
*Yet some warn that offloading implementation risks eroding expertise. Honeycomb CTO Charity Majors has distinguished between "code authorship" and "code ownership," arguing that AI makes authorship cheap while ownership - the ability to debug and maintain code in production - becomes expensive. "When you overly rely on AI tools, when you supervise rather than doing, your own expertise decays rather rapidly," she has cautioned. The emerging consensus suggests that AI coding tools are amplifying rather than replacing the need for engineering judgment - a reality that may frustrate developers who chose their careers specifically to avoid the ambiguities of management.* https://www.perplexity.ai/page/google-engineer-s-guide-argues-tDBpW6wIQ_SoSLps16PTnQ
*Absurd rules collapse when reality is one mile wide. Decentralization is people stepping over the boundary and not coming back.* View quoted note β†’
*Every centralized system depends on one lie: β€œThe boundary is real.” But there’s always a mile. One mile past the rule, past the restriction, past the illusion.* View quoted note β†’
*People don’t reject truth β€” they get tired of holding it.* View quoted note β†’