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SAYLOR JUST EXPLAINED THE ONE NUMBER THAT KEEPS $STRC STABLE
Every dollar of STRC is backed by $4 of Bitcoin right now. He calls that a BTC rating of four.
In his words, a bull would say a rating of two is plenty. A bear would want ten.
So the collateral behind STRC gets dialed up or down based on what the Bitcoin, $MSTR, and STRC markets are telling them, every minute of the day.
🚨 MICHAEL SAYLOR ON HOW $MSTR MANAGES STRC COLLATERAL IN REAL TIME:
"Right now, $STRC has a BTC rating of four. For every dollar of STRC, we have $4 of Bitcoin. That's a very comfortable collateral coverage."
On how it adjusts:
"Will the BTC rating go to five or six, or will it go to three and a half or three? That's a function of what the market expects. If you're bullish on Bitcoin, you'd say having a BTC rating of two is more than enough. If you're bearish, you'd say you need a rating of 10."
On what they watch every minute:
"The people that will decide this will be the STRC shareholders. Every single minute of the day, we're watching: does STRC trade in the range, how does it trade approaching the dividend record date, how much demand is there."
"We're always adjusting the collateral coverage and the capital structure based upon sentiment in the Bitcoin market, the MSTR market, and the STRC market."
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EVA ADOS SAYS SPACEX COULD BECOME THE “MAGNIFICENT EIGHTH”
She thinks the real AI moat is infrastructure, not the model itself:
- Most LLMs can be replicated, while SpaceX AI has a much harder-to-copy infrastructure advantage through space-based data centers
- Amazon Leo needs SpaceX launches to meet its FCC deadline, while Anthropic is using Colossus One
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🚨 CATHIE WOOD JUST SAID AI COULD DRIVE GROWTH BEYOND THE INDUSTRIAL REVOLUTION
She thinks today’s technology wave is moving faster and across far more areas than the last major revolution:
- Global real GDP growth averaged about 0.6% before the Industrial Revolution, then jumped roughly fivefold to 3%
- ARK expects growth north of 7% over the next three to five years, driven by AI, robotics, energy storage, blockchain and multiomic sequencing
- With more technologies advancing simultaneously, Wood thinks even 7% growth could look conservative in hindsight
Traders are more conservative for 2026, putting the highest probability, 30%, on world GDP growth of just 3.1%.
Paid partnership (ad)
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A BOTNET IS LIKELY GOING TO TAKE DOWN A MAJOR AI COMPANY. WE BELIEVE IT'S ONLY A MATTER OF WHEN.
- CEOs won't harden infrastructure against a 1 in 100 year risk. They're incentivized on 3-5 year performance.
- A neo-cloud will wake up unable to serve graphics processing units (GPUs). A botnet will be silently using them.
- Unplug and plug back in. Then call Anthropic or OpenAI for the solution.
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CATHIE WOOD SAYS THE COMBINATION OF DOMAIN EXPERTISE AND AI WILL BE UNBEATABLE
The advantage comes from pairing deep knowledge with tools that can challenge human blind spots:
- Domain experts can miss obvious problems because familiarity creates blind spots, especially in software
- Even Satoshi introduced bugs into the original Bitcoin $BTC code, showing that human error is unavoidable
- AI tools can help individuals find those weaknesses faster and give ambitious people capabilities that were previously inaccessible
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Here is every move that Cathie Wood and Ark Invest made in the stock market yesterday 9/24
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Ark Invest Tracker retweeted
CATHIE WOOD ISN’T JUST TALKING ABOUT TOKENIZATION ANYMORE
Its Venture Fund $ARKVX is now onchain with Securitize and issued on Ethereum $ETH.
Cathie Wood’s thesis: tokenization could fundamentally change how investors access both private and public markets.
🚨 CATHIE WOOD JUST PUT HER TOKENIZATION THESIS INTO PRACTICE
ARK brought its Venture Fund $ARKVX onchain with Securitize this week, issued on Ethereum ethereum:native.
In her words, tokenization "has the potential to reshape fundamentally the way that investors access" both private and public markets.
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🚨 WHAT’S REAL AND WHAT’S HYPE IN HUMANOID ROBOTICS?
Scott Walter is breaking down the technology, the biggest remaining challenges, and what separates real progress from a polished demo.
Live now with our partners at RoboStrategy.
The Current Landscape of Humanoid Robots with RoboStrategy nitter.net/i/broadcasts/1oJMvNVLo…
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🚨 CATHIE WOOD JUST PUT HER TOKENIZATION THESIS INTO PRACTICE
ARK brought its Venture Fund $ARKVX onchain with Securitize this week, issued on Ethereum ethereum:native.
In her words, tokenization "has the potential to reshape fundamentally the way that investors access" both private and public markets.
ARK Invest’s @CathieDWood believes tokenization will reshape how investors access public and private markets.
With ARKVX, ARK is applying its disruptive innovation thesis to both sides of the fund: the companies it backs and the infrastructure investors use to own it.
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🚨 SECURITIZE JUST BROUGHT ARK'S VENTURE FUND ONCHAIN
ARKVX is now live on Ethereum ethereum:native, tokenizing ARK's flagship private-innovation fund.
The fund's largest holding is SpaceX $SPCX, alongside private names like OpenAI and Anthropic.
Today, we’re bringing the ARK Venture Fund (ARKVX) onchain with @ARKInvest and making it available on @ethereum.
For the first time, eligible investors can access the tokenized version of ARK’s flagship disruptive innovation fund with a minimum investment of $500.
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Ark Invest Tracker retweeted
How to Manage Inflation and Debasement with Kurv Invest CEO, Howard Chan nitter.net/i/broadcasts/1AKEmvRdp…
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ARK SAYS EVEN SATOSHI HAD BUGS IN THE ORIGINAL BITCOIN bitcoin:native CLIENT
The point is that software bugs are unavoidable, and AI may be getting far better at finding them:
- ARK says bugs are a normal part of writing and maintaining software, even in Bitcoin’s original client
- Chinese open-weight model Kimi K3 stood out for aggressively searching code for vulnerabilities
- After using it to scan a code base, roughly 1,000 Bitcoin moved days later from users tied to a specific wallet vendor
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A TOP INVESTOR JUST SAID HE'S LOADED UP ON SHORTS AND IS BRACING FOR A 10% DROP
Dan Niles has been flagging a possible 10% drawdown into the midterms since late July, so he's carrying a lot of shorts.
His take on the market right now: it keeps pitching, but he doesn't mind not taking a swing.
The one name he still likes is Meta $META, where he thinks sentiment can keep re-rating.
Sometimes the position is patience, not conviction in either direction.
🚨 INVESTOR DAN NILES ON HOW HE IS POSITIONED RIGHT NOW:
"The market keeps pitching, but you don't have to take a swing. I don't mind just not taking a swing right now."
On his positioning:
"I've been writing about this since late July, where I'm concerned about a 10% drawdown between now and when you get to the midterms. So I've got a lot of shorts on."
The one name he likes:
"Meta is one in particular where I feel like the sentiment there can continue to rerate."
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🇨🇳 CHINESE AI MODELS ARE REPORTEDLY RUNNING AT A FRACTION OF WHAT 🇺🇸 US MODELS COST
The chart puts it at about $0.18 per million tokens for some China-based models versus roughly $4 for leading US ones, per data cited from Hugging Face.
The point worth sitting with: for a lot of everyday business tasks, coding help, customer service, internal search, the cheapest capable model may matter more than the most powerful one.
If that cost gap holds, it's a real competitive question for the whole AI market, not just a China story.
$0.18 vs. around $4 per million tokens...
That’s the price gap between some China-based LLMs and leading U.S. models.
For coding assistants, customer service, enterprise search and internal automation, the
most expensive model may not be necessary for every workload.
It raises a simple question: do businesses need a Ferrari for every trip to the grocery store?
China’s LLM providers are offering open-weight models that can be customized, fine-tuned
internally and run on a company’s own infrastructure.
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Vlad Tenev thinks we have $100T in wealth transfers coming out way... 👀
VLAD TENEV SAYS A $100 TRILLION WEALTH TRANSFER IS UNDERWAY
He thinks technology can make private wealth services accessible to a much broader group of investors:
- More than $100 trillion is expected to pass from older generations to younger ones over the coming decades
- As customers build wealth, their needs expand from stocks and IRAs into trusts, estate planning, private wealth management and private banking
- Tenev believes technology can bring services once reserved for clients with $250,000 or more to the mass market at much lower prices
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ANTHROPIC IS PROFITABLE AHEAD OF SCHEDULE. THE REASON MAY BE MORE INTERESTING THAN YOU THINK.
- They have to price high enough to keep competitors out. Profitability is a byproduct of that.
- OpenAI is restricting new $200 a month subscriptions because Astra demand is overwhelming supply.
- Dario wants a national supervisory regime to slow open weight models. David Sacks calls that regulatory capture.
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Here is some AI news you may have missed this week from our partners at REX Shares
Weekly AI Update
META PUTS A FACE ON MUSE AND SENDS IT SHOPPING
At its Connect event on Wednesday, $META unveiled a major expansion of Muse, the personal AI agent it launched in early September, which Mark Zuckerberg called the centerpiece of the company's vision. New features include a digital avatar users can video chat with in real time, voice access through Meta's smart glasses, the ability to operate any app on a Mac, and a dedicated email address for the agent.
MICROSOFT TAKES DOWN EVILTOKENS, AN AI CHATBOT BUILT FOR FRAUD
$MSFT says it has dismantled EvilTokens, a subscription cybercrime service that used AI to read hijacked inboxes, pinpoint who controls the money, and draft messages impersonating trusted contacts. Linked to more than 12,000 compromised inboxes across 10,000 organizations since its February launch, the platform lost 50 websites and over 150 domains to a court authorized seizure carried out with partners including $NET, $COIN, and OpenAI.
AMAZON HANDS SELLERS AN AI AGENT THAT NEVER CLOCKS OUT
$AMZN is upgrading Seller Assistant with persistent memory of each seller's business and new workflows that monitor inventory, pricing, and account health around the clock, acting only within seller defined guardrails and with approval. A new plugin also brings Seller Assistant into outside AI tools, launching in Amazon Quick and in beta with Anthropic's Claude for U.S. sellers.
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MOST BUFFER ETFS LOCK YOU INTO A YEARLY PERIOD AND CAP YOUR UPSIDE. THIS ONE FLIPS BOTH
VistaShares' $VOOB and $QQQB reset monthly instead of yearly, and unlike traditional buffers, they don't cap the upside.
Each fund initially seeks to offset 100% of the first 8% of monthly losses in its underlying ETF, and about half of the losses beyond that.
Protection on the downside, no ceiling on the upside, reset every month. That's a different structure from the usual buffer.
$VOOB VistaShares Shield S&P 500 Enhanced Protection ETF
$QQQB VistaShares Shield Nasdaq-100 Enhanced Protection ETF
Prospectus & Risks:
vistashares.com/etf/voob/
vistashares.com/etf/qqqb/
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