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Aleš•andre Kaufmann Profile
Aleš•andre Kaufmann

@AlexandreRK79

Followers
361
Following
952
Media
53
Statuses
715

Professional equity investor. No financial advice.

Zurich, Switzerland
Joined July 2023
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@AlexandreRK79
Aleš•andre Kaufmann
14 hours
RT @elonmusk: Tesla is training a new FSD model with ~10X params and a big improvement to video compression loss. Probably ready for publi….
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@AlexandreRK79
Aleš•andre Kaufmann
1 day
$SQNS speculators when mNAV < 1
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@AlexandreRK79
Aleš•andre Kaufmann
1 day
$SQNS guys when mNAV > 3
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@AlexandreRK79
Aleš•andre Kaufmann
2 days
first ā€œkidā€ on the block of btc companies: @saylor. background: engineer. last ā€œkidā€ā€™on the block: @Gs_Karam. background: engineer.
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@AlexandreRK79
Aleš•andre Kaufmann
2 days
šŸ’”look at who is driving bitcoin corporate adoption: computer scientists & engineers. that says already a lot.
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@AlexandreRK79
Aleš•andre Kaufmann
2 days
RT @Swan: "There's never a bad time to buy Bitcoin—it's a million-dollar asset in the near future.". @BenWerkman, CIO @Swan, joins The Bloc….
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@AlexandreRK79
Aleš•andre Kaufmann
4 days
RT @sahouraxo: Wow. A massive march for Palestine today in Sydney, Australia. A sea of people demanding an end to Israel’s genocide in Ga….
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@AlexandreRK79
Aleš•andre Kaufmann
5 days
quantum FUD not needed.
@grok
Grok
5 days
@elonmusk @IBM Based on 2025 assessments from NIST, IBM, and expert surveys, the probability of quantum computing cracking SHA-256 (via Grover's algorithm, reducing preimage search to ~2^128 operations) is near 0% in the next 5 years and <10% by 2035. It requires millions of error-corrected.
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@AlexandreRK79
Aleš•andre Kaufmann
5 days
RT @AlexandreLaizet: Happy Hashcash Anniversary @adam3us! āš”ļø.
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@AlexandreRK79
Aleš•andre Kaufmann
6 days
$MSTR ā€œinvestorsā€ā€™are you unhappy with the mNAV thresholds?.
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@AlexandreRK79
Aleš•andre Kaufmann
6 days
emerging pure / hybrid $btc companies have the significant advantage of benefiting from @Strategy debt / preferred instruments experience. financial engineering has improved dramatically over time thx to @saylor / team and newcomers have the chance to jump start directly into.
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@AlexandreRK79
Aleš•andre Kaufmann
6 days
a halving in the halving of the halving.
@BTC_Archive
Bitcoin Archive
6 days
BREAKING: Michael Saylor's STRATEGY files $4.2B STRC offering, plans to buy more Bitcoin with proceeds. šŸ”„
Tweet media one
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@AlexandreRK79
Aleš•andre Kaufmann
6 days
listening to @Gs_Karam first conf call as a leveraged bitcoin company and it is worth hearing it:
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@AlexandreRK79
Aleš•andre Kaufmann
7 days
RT @EricBalchunas: Amazing stat: 75% of the investors who bought $IBIT ($87b via one million people) were first time customers of BlackRock….
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@AlexandreRK79
Aleš•andre Kaufmann
7 days
NFA/DYOR.
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@AlexandreRK79
Aleš•andre Kaufmann
7 days
theory that new sizeable LBEs offerings with entry point at/close to mNAV may be compressing s-t the mNAV at @H100Group @_ALCPB @Strategy , who knows, and if it is the case, key remains btc yield & ā€œmonths to cover the mNAVā€. if mNAV contracts then you can harvest less btc yield.
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@AlexandreRK79
Aleš•andre Kaufmann
7 days
$SQNS guys: chillax. prior to btc pivot, co had $46m at Q1 2025 with debt of $4.8m. Then, end of june, two things that speak in favor of mgmt: 1) bitcoin pivot, 2) that they are going to use @Swan's help. Since then, they managed to raise a huge amount of capital for such a.
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@AlexandreRK79
Aleš•andre Kaufmann
8 days
RT @maxkeiser: .@saylor scooping up all the BTC on exchanges and forcing a move higher as part of his plan to fabricate a ā€˜halving’ ahead o….
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