sazza_dea

#TrumpMediaPostsOver$238MQ2Loss Different angle: $DJT.US isn't dumping Bitcoin — it's quietly stacking. 💥The $238M loss is accounting fiction — pure mark-to-market on BTC bought in July 2025 at much higher prices. Reality: added 4,662 BTC ($294M) in July , total stack now 14,139 BTC (~$900M) — funded by selling IBIT shares, with ~55% pledged as collateral. This is a leveraged long on BTC recovery, not a treasury unwind. 💥CRO deal is dead — scrapped the $6.42B merger with Crypto.com/Yorkville citing "market saturation"; interim CEO wants TMTG to be a data/distribution platform, not a financial products operator. 💥New business: selling Trump's feed to HFT funds — Truth API has 10+ sign-ups paying $60K–$100K/month for real-time access to Truth Social posts (per WSJ). Next up: AI developers + prediction markets; possible TAE (fusion) merger. 💥Market isn't buying it yet: $DJT fell -8% to $9.39 . Bottom line: The arc is meme stock → $BTC treasury play → "selling presidential data." The $238M is the least interesting number in the filing. ⚠️ Informational only, not financial advice. $XRP #BarrickMiningFalls8% #KeelClosesUSBitcoinMining #GoldChallenges$4380 #TSMCJulyRevenueJumps45%