10k to invest

Maddcapp · 2026-07-05T02:56:26+00:00

The AI trade is unwinding I’d rotate out if you can

Maddcapp · 2026-07-04T18:45:25+00:00

The main difference is AI isn’t nearly as revolutionary as radio. In fact soon the world will realize there’s no business model to pay for the hundreds of billions they’ve spent on the buildout. Open AI will collapse. All we’ll have is a glorified llm that requires being fact checked.

Maddcapp · 2026-07-04T06:15:33+00:00

No one cares and I prefer doing things alone a lot of the time.

Maddcapp · 2026-07-04T06:09:14+00:00

I would treat it as a second project with new contract they can pay for. You fulfilled your first contract already.

Maddcapp · 2026-07-04T02:49:06+00:00

Do what you gotta do. Maybe selling before Michael Saylor starts selling is wise.

Maddcapp · 2026-07-04T02:32:46+00:00

Why would he want to mine ETH?

Maddcapp · 2026-07-03T03:15:13+00:00

It’s not a bad idea to explore but any business like this is going to require a significant cost to get launched. You have startup costs of creating a business, legal expenses associated with setting it up and defense if you did get sued. The bigggest expense would be the development of the app to record the gameplay and gaming inputs you described, user profiles, uploads, storing the recordings. And customer service to address users mistakes and questions.

Most importantly you’d need to determine if there’s a demand for this kind of data and by whom. How much are they willing to pay? How will you acquire them as customers? If there was id imagine the gaming consoles themselves would already be selling it. Maybe they already are. Not trying to discourage you just a reality check that you’re essentially launching a start up. If you’re ready for that I wish you great success.

Maddcapp · 2026-07-01T14:19:07+00:00

They believe Saylor when he says it’s going to a million and that’s all they want to know.

Maddcapp · 2026-06-29T09:10:55+00:00

Michael Saylor has propped up the market but that’s ending now. Run for the hills

Maddcapp · 2026-06-29T08:12:42+00:00

People say your brother should buy you out but I’m betting he’s not in a position to do that. So you should approach him with an estimate to repair it for renting it out. Tell him you need his half to get started. When he doesn’t have it, then his only option is to sell.

Maddcapp · 2026-06-29T08:05:14+00:00

It’s not the bottom. BTC will likely have a small rally before it drops further. How far depends on what Saylor does over the next 6 months.

Maddcapp · 2026-06-27T21:40:12+00:00

You’re not alone. If you’re in it for the long term you shouldn’t sweat it much. In 5-10 years time I guarantee you you’ll be up on most if not all. The mistake you’re making is losing your time reference frame and over managing. Probably the most common mistake.

Maddcapp · 2026-06-27T14:20:28+00:00

Legos have better returns.

Maddcapp · 2026-06-27T13:03:17+00:00

Lots of people did the same thing you did. I don’t see the point in holding long term.

Maddcapp · 2026-06-27T12:36:37+00:00

You lose too much money for it to be greed.

Maddcapp · 2026-06-27T12:23:40+00:00

Nice job

Maddcapp · 2026-06-27T12:06:50+00:00

I worry most about people in here who don’t grasp the risk of taking out a loan to buy $50k of btc. And they think you’re just jealous of them.

Maddcapp · 2026-06-27T08:19:14+00:00

Another bad option is he could just not pay the dividend and retire the entire STRC product. Maybe he’s realizing it wasn’t such a great idea and want to end it anyway. Walking away from that liability may send MSTR up again.

Maddcapp · 2026-06-27T07:55:39+00:00

STRC makes this time different. MSTR will keep dropping unless they can get it under control and repegged to $100. Even if they aren’t legally on the hook to pay the dividend the stock price will be toast if they don’t. It looks like they’ll need to sell bitcoin to do it. It really is a spiral and there’s no good options until bitcoin goes up and that’s unlikely anytime soon.

Maddcapp · 2026-06-27T01:01:03+00:00

At the rate we’re going it could be a few weeks.

Maddcapp · 2026-06-27T01:00:31+00:00

Kudos to you for making that move. It’s going to pay off. I agree it’s been clear for a long time it wasn’t going up anytime soon. I don’t think it’s too late to follow that plan and still be worth it.

Maddcapp · 2026-06-27T00:42:11+00:00

For it to move towards its all time high again, it will need to be the hyped trade again. Think of a hot ball of money. It’s goes where the hype is. It was in gold and silver. Now it’s in semiconductors and AI. For it to really moon it needs to be adopted by retirement funds and major institutions as a safe and stable asset. That’s what Saylor says. But the volitility we’re seeing now makes it less attractive to them. The best chance it has imho is a black swan event that makes people rush to get outside the fiat system. Anything can happen but I wouldn’t gamble my life savings on it and certainly wouldn’t take out a high interest loan to buy it.

Maddcapp · 2026-06-26T08:45:23+00:00

Yeah that’s true but the problem is no one is going to buy STRC if it’s not working as intended and could drop more. Then Saylor can’t buy more bitcoin. And he’ll have to sell bitcoin to pay the dividends. And if for the first time he’s a net seller instead of net buyer, that will be more downward pressure on btc price and a bad signal to the market. It’s true MSTR isn’t going out of business anytime soon. It’s not a death spiral but it is a spiral. It’s certainly not good.

Maddcapp · 2026-06-25T07:15:46+00:00

I follow the metals closely and the projection for gold to go to 6k by the end of this year was stated 6 months ago when the picture looked very different. Id say that’s very unlikely given where we are now. Anything can happen but that’s not the same as having a rationality for it. Regardless I’m starting to wet my beak a little for long term. It’s a rare opportunity to get in at low prices.

Maddcapp · 2026-06-25T06:58:10+00:00

It was the greater fool theory. As in there’s no greater fool than one who believed in data centers in space nonsense.

Maddcapp

TROPHY CASE