The US Dollar continues to lead all global transactions: The US Dollar's portion of international transactions via SWIFT is up to 50.5%, the highest since 2023. This percentage is up +11.6 points over the last 4 years. The Euro remains in 2nd place at 21.9%, followed by the https://t.co/HOl6v8j0pF

Original source ↗ | February 15, 2026 at 22:21 UTC | Twitter - @KobeissiLetter

IDEA 1 TICKER: PARA DIRECTION: long THESIS: Warner Bros. weighing reopening sale negotiations with Paramount suggests potential M&A activity, which could lead to a premium for Paramount shares if a deal materializes. SPEAKER: @DeItaone TIMEFRAME: short-term

IDEA 2 TICKER: MSTR, BTC DIRECTION: short MSTR, long BTC THESIS: MicroStrategy ($MSTR) trades at a premium to its underlying Bitcoin ($BTC) holdings (MNAV premium), suggesting investors should sell MSTR and buy BTC directly to avoid this premium. SPEAKER: @dampedspring TIMEFRAME: medium-term

IDEA 3 TICKER: META DIRECTION: long THESIS

Views 210,421

Retweets 537

Likes 2,993

Replies 180

Quotes 85

Bookmarks 534