Skoot retweeted
BREAKING: Russian President Vladimir Putin has invited Ukrainian President Volodymyr Zelensky to Moscow for direct negotiations, assuring him that all necessary conditions, including security arrangements, would be provided
Skoot retweeted
I’ve been through GameStop’s warrant agreement to check the one mechanism that could automatically push our $GME warrants past the 5pm New York expiry this Friday:
That's a pause of the share registration that covers the warrant shares.
Under §5.01, if that registration stops being effective “for any reason,” exercise is automatically suspended.
Under §5.02, the board can also choose to suspend it if it judges that “necessary or desirable,” and GameStop doesn’t have to say why if it decides in good faith the reason should stay confidential.
Either way, the pause must be announced by press release, and nobody can exercise while it lasts.
This doesn't mean it will happen, however, I'm exploring potential alternatives to worthless expiration, because I can't comprehend that Ryan would issue these under Project Genesis without a twist or a plan.
GameStop’s Oct 19th 8-K also reconfirmed the Oct 30th expiry, which an earlier pause would already have changed.
In my view this is a very unlikely outcome. If it did happen, we would see a GameStop press release and get at least five more business days.
Keep in mind that while the reason for a pause can stay confidential, the pause itself can’t be secret. This is my own reading of the filings, not financial advice. Don't buy or sell your warrants on the opinion of a wanker in London.
Source sec.gov/Archives/edgar/data/…
Skoot retweeted
After Late-Night Ballot Drop, Joe Biden Wins Brazilian Presidency With 81 Million Votes buff.ly/03zvHUx
Skoot retweeted
THE CEASEFIRE HAS COMMENCED
The ceasefire between Ukraine and Russia took effect at 4:00am Moscow time on October 27, 2026.
Timing was accelerated two days ahead of schedule to protect the safety of civilians and to facilitate the delivery of critical humanitarian aid. The ceasefire’s geographic area has expanded beyond Oleshky, within the Kherson Region, to provide safe passage for the humanitarian convoys.
General Valery Gerasimov, Joint Chief of the General Staff of the Russian Armed Forces has confirmed.
Skoot retweeted
“Bet Against Us” - @ryancohen
SHORT SELLERS ARE HEAVILY BETTING AGAINST GAMESTOP RIGHT NOW ⬇️ $GME
BREAKING 🚨 GAMESTOP WARRANTS COST TO BORROW HIT NEARLY 2,000%
Short sellers are betting heavily against Ryan Cohen. For every share they borrow to short, they’re paying an annualized borrowing fee of nearly 2,000% $GME @ryancohen
Skoot retweeted
Dtcc has finally aligned. This is very important.
Tokenizing shares can create a recordkeeping challenge when onchain ownership records must be kept aligned with a separate offchain shareholder register.
@tZERO's transfer agent keeps them synchronized, supporting 20+ blockchains and traditional and tokenized share classes, all on one cap table.
Skoot retweeted
Tesla has released new FSD (Supervised) safety data.
Miles per major collision:
• Teslas Driven With FSD (Supervised): 6,006,200
• Teslas Driven Manually (Active Safety Features): 2,031,221
• Teslas Driven Manually (No Active Safety Features): 845,915
• U.S. Average: 660,164
Total major collisions:
• Teslas with FSD (Supervised): 1,579
• Teslas driven manually with Active Safety: 17,775
• Teslas driven manually without Active Safety: 239
• U.S. average: 4,989,713
Total miles logged:
• Teslas with FSD (Supervised): 9,483,790,215
• Teslas driven manually with Active Safety: 36,104,958,020
• Teslas driven manually without Active Safety: 202,173,600
• U.S. drivers overall: 3,294,031,000,000
Tesla vehicles with FSD (Supervised) engaged experienced ~9x fewer major collisions than those driving without it on.
This is North America data across all road classes (highway and non-highway). The data reflects a rolling twelve-month aggregation of miles and collisions.
Skoot retweeted
What do you think $GME will do when Cohen exercises 3.7 million warrants and adds that many shares to his investment?
Perhaps that’s been the 6th infinity stone this whole time
Skoot retweeted
BREAKING: Former FBI Director James Comey has been charged with leaking national defense information
Skoot retweeted
My current views on investing:
- Government will never stop printing money, so bitcoin / gold / land will all do well for 2 decades
- AI is drastically underestimated and the best AI companies are significantly undervalued
- Shorting individual stocks is very difficult, so I wouldn’t try it but the biggest indicator of whether a company survives or not is the internal speed of iteration now
- Bonds shouldn’t be in the conversation for anyone under age 50. Picking up pennies in front of steamroller
- Venture investing & public markets will blend in next 5 years, so private valuations will rise due to lots more capital chasing a few great companies
- Young people should look at assets & markets that Wall Street hasn’t adopted yet. This used to be bitcoin/crypto, but now private markets, prediction markets, compute markets, and data brokering
- every investor should be sovereign. You can use a financial advisor, but you have to know your numbers, your strategy, and your risk exposure. AI makes this too easy (Silvia .com)
- Everyone arguing over interest rates, oil, and other historical macro factors are not wrong, but these just have less impact today (thx @jvisserlabs)
- agents are coming for finance and things are going to rapidly change. Don’t fight it, embrace it and use to your advantage.
- Tesla / SpaceX merger will happen and create largest company in human history. My simple rule is to never bet against Elon.
There are many more, but what are yours?
