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Cerebras IPO! HIMS Earnings Reveal!!! - David Hoffman Interview TODAY...

Notthreadguy / OTHER / Jun 14

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Published evidence reviewed

Monero, when it gets delisted from exchanges and it's like criminal coin and institutions can't touch it, versus the Zcash thesis... Bitwise and other asset managers sell it to boomers. That can't happen with Monero.

Public claims published

3 published market points linked to reviewed evidence.

Published market points
96:41shortdirectional thesisXMR

Better privacy but no moneyness: Monero gets delisted, can't be sold to boomers like Zcash can

Monero, when it gets delisted from exchanges and it's like criminal coin and institutions can't touch it, versus the Zcash thesis... Bitwise and other asset managers sell it to boomers. That can't happen with Monero.

+100.00%price pending
74:14longdirectional thesisMU

Memory re-rates like Nvidia did: AI context length growing 30x/yr makes Micron a growth story not a cycle

Micron SVP Jeremy Werner said reality on the circuit that agentic AI is causing context length to grow 30x a year. That is insane. 30x a year.

-100.00%price pending
82:19longdirectional thesisMSTR

Hoffman is a fan of Saylor's Strategy/Stretch model, holds the product, and reads Saylor selling Bitcoin to fund dividends as bullish because it drives more net Bitcoin buying.

I really liked the thesis that he presented... Bitcoin is the collateral for this new like banking product where you are paid the interest rates, the yields that you ought to be paid. Yeah, I like it. I like it. He just has to manage the risk.

-100.00%price pending