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The Hit House model @yuzilanxin 2026.01.02 Tokyo
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MINHO CONCERT <MEAN : of feral> in TAIPEI 📍NTU SPORTS CENTER 📅 2027.01.02(SAT) 6PM (TST) #MINHO# #민호# #SHINee# #샤이니# #MINHOCONCERT# #MEANOFFERAL#
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#BABYMONSTER# “LOVE MONSTERS” ASIA FAN CONCERT 2025-26 ANNOUNCEMENT ▶️2025.11.15(SAT)-2025.11.16(SUN) : CHIBA ▶️2025.11.22(SAT)-2025.11.23(SUN) : NAGOYA ▶️2025.12.02(TUE)-2025.12.03(WED) : TOKYO ▶️2025.12.06(SAT)-2025.12.07(SUN) : KOBE ▶️2025.12.27(SAT)-2025.12.28(SUN) : BANGKOK ▶️2026.01.02(FRI)-2026.01.03(SAT) : TAIPEI #베이비몬스터# #JAPAN_FANCONCERT# #ASIA_FANCONCERT# #LOVE_MONSTERS# #CHIBA# #NAGOYA# #TOKYO# #KOBE# #BANGKOK# #TAIPEI# #YG#
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Today on MCG Trader Radio w/@cryptogle Ogle is the largest holder of Pons, discussed his $10M position and trading philosophy across the Robinhood ecosystem Highlights include: 02:07 – Ogle's background 04:59 – Why he skipped Noxa and picked Pons 09:27 – Why big holders can't easily sell 10:07 – Whether he'll OTC part of his position 11:33 – Pons has way more to go(His Thesis) 15:41 – Buyback/burn mechanics 19:03 – BSC comparison 21:00 – Robinhood onboarding 17M users 27:12 – Take on NetNet, Up 28:33 – Lighter as a Robinhood play 31:19 – "Last chance for retail" thesis 37:16 – Prism Thesis 47:32 – Advice for beginners 53:12 – AOL update 55:07 – Thoughts on Solana 01:00:26 – Retail's closing window 01:02:01 – How to reach him
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Our Q3 2026 $MSTR Earnings Call covered record financial results, Digital Capital, Digital Equity, Digital Credit, tokenization, and our strategy for the next bull market. Andrew Kang | Q3 Financial Results 00:01:32 - Q3 highlights: 848,517 BTC, record earnings, and treasury growth 00:06:19 - Capital raising, USD Assets, and balance sheet strength 00:09:31 - Daily dividends approved: $STRC begins November 1 Phong Le | Digital Equity and Digital Credit 00:14:02 - $MSTR as Amplified Bitcoin: Q3 outperformance and Bitcoin Per Share 00:18:44 - Fortress balance sheet, mNAV, and positioning for the next bull market 00:24:45 - Digital Credit growth and $STRC's return to par 00:27:37 - Return of capital and tax-efficient Digital Credit 00:29:22 - Capital framework: USD Assets, Bitcoin monetization, and repurchases 00:33:09 - BTC Hurdle ARR, BTC Breakeven ARR, BTC Floor ARR, and Digital Credit risk modeling 00:41:22 - $STRC performance, institutional adoption, and daily dividends Michael Saylor | Bitcoin and Digital Capital 00:47:14 - Bitcoin's next bull market, dominance, and the 2028 halving 00:50:05 - Regulatory guidance, banking adoption, and Bitcoin supply dynamics 00:56:01 - Tokenized $MSTR and $STRC: 24/7 global capital markets 01:02:05 - AI disruption and the value of scarce Digital Capital 01:07:19 - Quantum computing, Bitcoin security, and long-term potential 01:15:45 - Bitcoin treasury companies and the expanding Digital Credit ecosystem 01:20:12 - Digital Capital, Digital Credit, Digital Equity, and Strategy's central bank vision Live Q&A 01:28:03 - Andrew Harte, BTIG: How does a stronger balance sheet change Strategy's next bull market playbook? 01:32:20 - Khing Oei (@khingoei): Equity ATM issuance, mNAV, capital allocation, and scaling institutional demand for $STRC? 01:36:14 - Alex Thorn (@intangiblecoins), Galaxy: Plans for $STRF, $STRD, $STRK, and $STRE? 01:40:41 - Pete Christiansen, Citi: Does Bitcoin financialization introduce leverage and counterparty risk? 01:48:25 - Scott Melker (@scottmelker): Tokenized $MSTR and preferreds, U.S. access, and Strategy's plans for tokenization?
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a16z's Angela Strange sits down with @Valon's Andrew Wang and Linda Du to unpack what it takes to rebuild the infrastructure underneath a $13 trillion mortgage market that still relies heavily on systems designed before the internet. Linda and Andrew explain why Valon chose the hardest path: becoming a regulated mortgage servicer, translating decades of federal and state regulation into software, and proving the platform on its own loans before selling it to the industry. That foundation made Valon roughly 3x as efficient as traditional servicing and created the system of record it is now using to bring AI into complex mortgage workflows. They also discuss what AI makes possible on top of that infrastructure, from agents handling long-tail servicing tasks to voice interfaces and more personalized customer experiences. And they explain why deploying the technology into large regulated enterprises is ultimately as much a change-management challenge as a technical one. 01:02 From Soros to mortgage math 03:00 $13 trillion still on 1960s systems 09:38 Why build the whole stack from scratch 11:47 The 3-5 year licensing gauntlet 15:50 Turning 50 states of regulation into code 18:00 Winning the first customers 22:34 What AI unlocks now 29:47 Everything is servicing 32:52 $200M in deals within six months YouTube: @wangandrewd @xlindadu @astrange
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The AI Boom is Exploding with @farzyness Meta’s @Muse and Grok @Bot are viral, delightful, useful AI products. What does this mean for the tech sector and broader society? One thing is for certain. The pace of change is accelerating! 00:00 AI Feels Unreal 01:28 AI Boom And New Agents 02:45 Bubble Or Doom Narrative 03:30 Self Driving And Agent Workflows 05:22 Meta Muse Goes Mainstream 06:43 Agency Becomes The Divider 09:28 Entrepreneurs Vs Everyone Else 12:04 Inequality And Social Backlash 17:53 Transition Plans And Safety Nets 21:27 Civilization Self Corrects 26:15 Optimism Window Through 2028 30:03 Social Media Hangover Effect 34:08 Pockets Of Boom And Bust 35:28 States As Policy Laboratories 38:42 Data Centers And Local Dividends 40:12 AI Tools Go 10X 41:30 Agency Meets LLMs 42:41 MetaMuse Signals Shift 44:16 Rocky Transition Ahead 45:03 Global AI Entrepreneurship 47:11 From Digital To Physical 49:34 Drones Versus Humanoids 50:50 Biohybrid Robotics Case 51:54 Hands Are Hard 56:40 Optimism Versus Doom 01:00:05 Skepticism Drives Better Products 01:02:49 Why Meta Wins Distribution 01:03:52 AWS Overflow Compute Angle 01:05:45 Next Snapchat Of AI 01:06:31 GrokBot Creator Economy 01:08:23 YouTube For Productivity 01:10:33 Side Hustle Bot Boom 01:11:42 Welcome To The Future
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🎥 @Coinbase’s tokenized stocks have already topped $100M in volume. @Grayscale on the debut of the first Zcash ETF. And @Strategy’s preferred stock is finding its way into DeFi. On this week’s Public Keys, we break down what the next phase of institutional crypto looks like with Zach Pandl (@LowBeta), @solsticefi's Ben Nadareski and @Base's Ben Spiegelman. Watch with @jennsanasie. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:24 Coinbase Brings Tokenized Stocks to Base 00:44 Base's Ben Spiegelman Joins Public Keys 01:02 What Makes Coinbase's Tokenized Stocks Different 03:26 The Killer DeFi Use Case: Borrowing Against Your Stocks 04:11 The CLARITY Act and a Future US Launch 05:24 Trading, Financing, and Payments on Base 07:04 What Still Gives Institutions Pause On-Chain 09:15 ETF Flows: Bitcoin and Ether Cool After a Record August 10:04 Grayscale's Zach Pandl on a Healing Crypto Market 11:13 What Happens If the CLARITY Act Doesn't Pass 12:18 'Recktember' and the Q4 Bitcoin Outlook 13:42 The First-Ever Zcash ETF and the Privacy Thesis 15:47 Scarcity vs. Privacy: What's Driving Zcash 17:10 Institutional vs. Retail Demand for the Zcash ETF 19:04 Solstice's Ben Nadareski and Strategy's STRC on Solana 20:38 Inside strcUSX: Senior and Junior Tranches 21:40 Building on Strategy's Platform 23:19 Why Solstice Built on Solana 25:30 The Institutional DeFi Adoption Curve
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