Dell Shares Hit All-Time High As Michael Dell And Jeff Bezos Jockey For Third-Wealthiest Billionaire
go.forbes.com/u249os
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sophiaa retweeted
Metaplanet froze its executive share pool after it grew 595% through shareholder dilution
"So Metaplanet performed exceptionally well, it was one of the darlings of the treasury boom."
"The problem here is that they have an executive pool of shares that was pegged not at a fixed amount but at 20% of the company's fully diluted share capital."
"If you understand how treasury companies work, they effectively dilute shareholders by creating more shares and selling those to buy Bitcoin, which works exceptionally well when mNAV is high and increases Bitcoin per share."
"Well they pegged it at 20%. So what happens is every time that they made new shares to dilute shareholders to buy Bitcoin, they were also effectively diluting shareholders to pad their own pockets with the shares in that executive pool that rose with it."
"They said in their own filing that the mechanism amplifies the dilution borne by existing shareholders."
"They froze it in August because they realized it was so bad at 319.464 million executive shares. That pool started at 46.5 million shares."
"The pool of executive shares grew by approximately 273.5 million shares, which is nearly seven times its original size, an increase of roughly 595%."
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What actually happens when you split a stock token.
You put in 1 SPY. You get back two things.
pSPY is the stock itself, delivered back to you in March. Until then it trades a little under 1 SPY, about 0.991 today, and that gap closes to zero at maturity. As of this week you can also borrow against it on Morpho.
ySPY is every dividend SPY pays between now and March, in one token. It costs about 0.009 SPY today.
Hold one half. Sell the other. Or borrow against the first. And if you change your mind, merge both back into SPY, free, any time.
parestocks.com
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sophiaa retweeted
JUST IN: Bitcoin is decoupling from NASDAQ and now closely correlating with gold, Grayscale reports. 👀
"Rising debt, persistent deficits, and higher yields are pushing investors toward alternatives like Bitcoin and gold." ✊
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World's biggest mining companies closed July worth a combined $2.17 trillion in market cap.
That's up $18 billion for the month and $26 billion since the start of 2026.
Zijin Mining added $24 billion in July alone, up 23.8%, jumping past Newmont into fourth place at $125 billion.
For context, this year's gain follows a nearly $900 billion surge in 2025 that first pushed the group past $2 trillion.
The driver is a metals repricing, not new supply: gold, copper and select critical minerals have rerated sharply.
What's most ionteresting is that value is not rising evenly across mining.
A larger share is accruing to a small group of diversified miners and large gold producers, where institutional investors can deploy significant capital with more liquidity, scale and operational diversification.
Higher valuations give the largest companies cheaper access to equity capital and greater capacity for M&A and project development. So the result is a higher threshold for sector leadership.
Is this rerating durable structural repricing of scarce metals, or a cyclical peak vulnerable to a metals price pullback?
$BHP $RIO $ZIJMF $NEM #Mining #Commodities #Copper #Gold
Gold miners are printing cash while prices remain under pressure.
Majors, such as Newmont, just reported record Q2 2026 free cash flow of $2.2B, off an average realized gold price of $4,414 per ounce, with 1.3M ounces of gold plus copper and silver on top.
It also booked $2.9B in operating cash flow and $3.8B in adjusted EBITDA.
Miners are using this cash to cut debt, buy back shares, and raise dividends.
The fundamentals are already there. The prices are the part that’s behind.
$NEM $GLD $IAU
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sophiaa retweeted
MiniMax H3
Qwen Image 3 Pro
ElevenLabs
RTX Pro 6000 96GB
Local AI
It took me 3 hours to generate and produce it.
„The Fence” — 90 sec, 6 × 15 sec
@MiniMax_AI @NVIDIAAI @Alibaba_Qwen @ElevenLabs
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Stay up to date with every exciting moment from the premiere of "Spider-Man: Brand New Day" with Variety. Check out premiere highlights, behind-the-scenes interviews, fashion moments, and the latest box office buzz all on our event page, sponsored by @SamsungMobileUS and the all-new Galaxy Z Fold8.
nitter.net/i/events/2075244218381…
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sophiaa retweeted
The #EthereumFoundation grant wallet deposited 2.675 $ETH($5.07K) into #Kraken and transferred 578.38 $ETH ($1.08M) to a new Gnosis Safe Proxy wallet 12 hours ago.
arkm.com/explorer/entity/eth…
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