The equity buffer on the Tether entity looks thin because all of the profits are being pulled out via dividend (look at second table below). If all of the profits had been retained in the equity then there would be an immense net equity buffer. If the prices of gold or BTC were https://t.co/yn4du9FvzI https://t.co/PBDXmEUWuK
Original source ↗  |  November 30, 2025 at 12:41 UTC  |  Twitter - @plur_daddy

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: Stocks with paid promotion campaigns (e.g., YYAI as an example) DIRECTION: Short THESIS: Stocks identified as engaging in paid stock promotion campaigns, like $YYAI, have historically experienced significant declines (90%+) shortly after the promotion, presenting a short opportunity. SPEAKER: @stockjabber TIMEFRAME: Short-term to medium-term

IDEA [4] TICKER: BTC (Bitcoin) DIRECTION: Avoid / Short (implied) THESIS: Bitcoin is expected to remain in a bear market as long as AI progress continues, as capital is currently preferring AI investments over crypto as a hedge against fiat devaluation. SPEAKER

Views 34,927
Retweets 12
Likes 168
Replies 17
Quotes 2
Bookmarks 40