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12-01-25 carib
Trump pardoned the former honduran president.. to help the conservatives to win the elections held on sunday..
If taking out OFAC sanctions allowed the Veny conservatives to win an election held immediately, that would certainly be OK..
but would not solve Maduro's problem. |
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12-01-25 savo
march silver 1 dollar shy of 60...
Saylor should have bought Silver this year... he would be 100% up.. and not being the buyer of last resort... he would be able to sell and take profit.
Instead ..he mounted a complex financial engineering which has him with an average price of 75K... with btc at 85.... ie. for a mere 15% profit...and worse of all.. he can not even sell to take that profit...!!! |
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12-01-25 savo
Saylor trying to fool the market... the end of Strategy is near... in essence... the ponzi works as long as Saylor can sell stock at a premium to fools that prefer to buy BTC through him and pay more instead of buying directly and pay market price...
Recent sells at a premium allowed him to build a reserve... but that reserve was supposed to buy more BTCs.. instead he is going to use it to pay dividends on the prefs he issued... he intends to buy time... if he does not manage to sell stock in the future at a premium... that reserve will run out and he will have no cash to pay dividends on the prefs except selling BTCs...
Given that he is the buyer of last resort... the whole fraud has the "days numbered"
https://bitcoinmagazine.com/business/strategy-mstr-creates-cash-reserve
Strategy ($MSTR) announced Monday that it has created a $1.44 billion U.S. dollar reserve to safeguard future dividend and interest payments, a move aimed at calming investor concerns that the world’s largest corporate Bitcoin holder might eventually need to sell a portion of its roughly $56 billion BTC stack if market weakness persists.
The Tysons Corner, Virginia-based firm said the reserve, funded by recent Class A common stock sales, will initially cover at least 21 months of dividend obligations.
Over time, Strategy intends to expand the buffer to cover as much as 24 months of payments, strengthening its liquidity position as Bitcoin endures its steepest monthly decline since mid-2021.
Founder and Executive Chairman Michael Saylor said the cash reserve represents the next phase of the company’s evolution, complementing its Bitcoin holdings and reinforcing its strategy of becoming the world’s leading issuer of “Digital Credit.”
CEO Phong Le, whose comments last week sparked fears of a potential BTC sale, said the newly formed reserve sharply reduces the likelihood the company would need to liquidate any of its 650,000 BTC holdings.
Strategy’s market value to Bitcoin (mNAV) ratio — a key metric comparing enterprise value to Bitcoin holdings — had slipped to roughly 1.2 on Monday, inching closer to a level that historically raises concern among investors.
On Friday, Le told a podcast audience that Strategy could sell Bitcoin only if mNAV dropped below 1.0, and only as a last resort.
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Investors reacted sharply early Monday to a bitcoin price sell-off, sending Strategy shares down more than 6% pre-market while Bitcoin fell roughly 6%. The stock pared losses after the reserve announcement.
At the time of writing, shares of MSTR are trading at 165.84, down 6.40%.
Strategy’s Bitcoin accumulation
Formerly known as MicroStrategy, the company has evolved from a business-intelligence software firm into a full-scale digital-asset-treasury vehicle, financing its Bitcoin accumulation through repeated equity raises and low-cost perpetual preferred offerings.
Its software division does not generate sufficient free cash flow to cover dividend or interest payments, while Bitcoin itself yields no income.
After a pause in purchases, Strategy added 130 BTC for $11.7 million last week, funded through new common share issuance.
Strategy’s updated forecast
Alongside the reserve announcement, Strategy updated its 2025 guidance, acknowledging that its October forecast — based on a $150,000 year-end Bitcoin price — is no longer realistic.
With Bitcoin recently trading between $80,660 and $111,612, Strategy now assumes a year-end price range of $85,000 to $110,000.
Under that scenario, the company expects operating income ranging from a $7 billion loss to a $9.5 billion profit—a wide spread driven by new accounting standards requiring fair-value BTC mark-to-market treatment each quarter.
Net income is projected between a $5.5 billion loss and a $6.3 billion profit, while diluted EPS could fall anywhere from –$17 to +$19 per share.
Despite market turbulence, Wall Street brokers such as Benchmark say the firm remains structurally sound, with Bitcoin unlikely to fall anywhere near the roughly $12,700 distress threshold analysts estimate would pose genuine solvency risk.
At the time of writing, Bitcoin price fell sharply to the mid-$84,000s early Monday, sliding 8% over the past 24 hours as a wave of macro anxiety, thin liquidity and fresh crypto-native stress hit markets simultaneously.
The world’s largest digital asset traded between a 24-hour high of $91,866 and a low of $84,722, extending a two-month drawdown that has now erased more than 30% from October’s record highs, according to Bitcoin Magazine Pro data. |
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12-01-25 savo
i think the easiest solution is to open veni's page at ofac... and blank it.
That would kill all birds with one shot.
Once that is done..the US can pragmatically re-engage with veni.. and diplomatically obtain over time.. at no cost in money or human lives.. all that is being unable to obtain over the last 10 years with sanctions and threats.
Trump is pardoning former president of Honduras, Juan Orlando Hernández, who was convicted of drug trafficking charges in a US court last year.
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12-01-25 carib
| Savo: true, but the easy solution is to take him out. |
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12-01-25 spal
the fact is that the US is running out of options... all they are being left with is bombing Venezuela... or Marines in Caracas...
===
I think "they" are likely to run limited land based incursions on the pretext of "drug interdictions". Targeting "labs" - supply "depots" etc. To keep the pressure on ... this of course also opens up options of "fortuitous accidents". |
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12-01-25 savo
TACO... and on how to throw Hegseth under a bus
(Bloomberg) -- President Donald Trump said Sunday that people shouldn’t read much into a social media post where he said Venezuelan airspace should be considered closed.
His post from Saturday morning, addressed to airlines and “Drug Dealers,” added to jitters in the region about possible US strikes on Venezuelan territory.
“Don’t read anything into it,” he told reporters Sunday aboard Air Force One. He added, “We consider Venezuela to be not a very friendly country.”
Related video: Trump says ‘don’t read anything into it’ when pressed on Venezuela airspace warning (FOX News)
Your warning mean that an air strike is eminent.
Current Time 0:29
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Duration 0:51
FOX News
Trump says ‘don’t read anything into it’ when pressed on Venezuela airspace warning
View on Watch
The US is enacting a widening campaign in the Caribbean, one that began with fatal strikes on boats in international waters and continued when the US deployed additional Navy ships, including an aircraft carrier, to the region, adding to speculation it may be about to strike Venezuela.
Trump confirmed he held a phone call recently with President Nicolas Maduro but declined to describe how it went. “I wouldn’t say it went well or badly,” he said.
He also downplayed concerns from Republican lawmakers about a potentially illegal fatal strike on a damaged boat in the Caribbean.
The Defense Department is facing mounting questions after a Washington Post report that Defense Secretary Pete Hegseth ordered a fatal strike on boats and demanded specifically that those strikes kill everyone on board. That led to a second strike on the damaged hull of a boat on Sept. 2 to kill two people wounded in the first strike, the Post reported.
“I’m going to find out about it, but Pete said he did not order the death of those two men,” Trump said. Asked whether a second strike would be legal, he replied, “No, I wouldn’t have wanted that, not a second strike. The first strike was very lethal.”
Analysts say the naval strikes were already being carried out under dubious or shaky legal authority, and the strikes have been raising concerns among US allies. The administration argues the boats are legitimate targets because they are allegedly ferrying drugs.
Trump said he wasn’t concerned about legal challenges “because you can see the boats. You can see the drugs in the boats, and each boat is responsible for killing 25,000 Americans. So I think they do an amazing job.”
The report of a follow-up strike to kill wounded people drew rare pushback from Republican lawmakers. Ohio Representative Mike Turner told CBS on Sunday that such a strike would, if confirmed, amount to an “illegal act” while Nebraska’s Don Bacon told ABC it would be a “clear violation of the law of war.”
Senator Roger Wicker, who serves as chairman of the Senate Armed Services Committee, has said the panel will investigate the strikes in the aftermath of the report. |
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12-01-25 savo
a more realistic article..
https://www.caracaschronicles.com/2025/11/30/the-venezuelan-standoff/
All kinds of theories on negotiations have been sprouting everywhere. And of course they have—it’s clear that there’s now a very direct channel of communication between DC and Caracas. Trump himself just confirmed that he talked to Maduro, and he also commented on his Truth post about the closure of Venezuelan airspace, saying it had no connection to imminent airstrikes.
What we’re seeing is that whatever form these negotiations take (if any at all), they seem grounded in two premises:
Maduro is using them to buy time, hoping to avoid or wear out Trump’s intention to attack.
Trump is using them to drag time to avoid an attack hoping that the pressure will wear out Maduro and the people around him.
Donald Trump will find a worthy opponent in Nicolás Maduro when it comes to making deadly things boring.
The truth is that neither of them has many options. We’ve said before in our Political Risk Report that there is no deal Trump can offer right now that would make Maduro leave. There’s no off-ramp that guarantees he’ll remain safe and out of jail—not abroad, and not inside Venezuela even if he were to hand power to one of his own. So Maduro is cornered into braving the storm and hoping for the best. As we’ve said before, his strategy is to hunker down and call Trump’s bluff.
This leaves Trump with little options too. He will likely be forced to move on to land strikes to see if they change the game: to see if Maduro’s priorities are altered, and if the possibility of him taking a deal with no guarantees appears, because, for instance, he’s now fearing for his life. Our bet, however, is that simply taking out an empanada stand in Güiria won’t do the trick.
It’s likely that this situation will drag on for a while. The Venezuelan standoff is a game in which each side tries to annoy or bore the hell out of the other until someone caves. It’s a game at which Maduro excels—and the only way to win against him is not to play. |
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12-01-25 savo
maimi herald..
too detailed... not credible... part of a script.. intended to turn the military against maduro...
the fact is that the US is running out of options... all they are being left with is bombing Venezuela... or Marines in Caracas...
old style diplomacy would work better than the G Ford on Maduro's bathroom.
Incidentally... Hegseth days out of prison seem to be numbered.
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12-01-25 victor
CNN —
Venezuela acusó a EE.UU. de “homicidio”, después de reconocer públicamente por primera vez que algunos de sus ciudadanos se encontraban entre los muertos por ataques estadounidenses contra supuestas embarcaciones de drogas en el Caribe.
“No hay una guerra declarada [entre EE.UU. y Venezuela], por lo tanto, esto no puede clasificarse como otra cosa que homicidio”, dijo el presidente de la Asamblea Nacional de Venezuela, Jorge Rodríguez, en una conferencia de prensa el domingo.
“Todo ser humano tiene derecho al debido proceso; ningún ser humano puede ser asesinado de manera brutal”, afirmó.
CNN ha contactado al Departamento de Estado de EE.UU. para obtener comentarios.
Las declaraciones de Rodríguez son la primera vez que Caracas admite abiertamente que algunos de sus ciudadanos han muerto en los ataques estadounidenses, que se han ejecutado desde septiembre y han dejado más de 80 muertos. EE.UU. sostiene que los ataques tienen como objetivo interrumpir los flujos ilegales de drogas, aunque Caracas considera que el verdadero objetivo de Washington es sacar a Maduro del poder. |
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11-30-25 carib
One source said the call, viewed as a last-ditch effort to avoid a direct confrontation, stalled over three issues. “First, Maduro asked for global amnesty for any crimes he and his group had committed, and that was rejected,” said the source, speaking on the condition of anonymity. “Second, they asked to retain control of the armed forces — similar to what happened in Nicaragua in ’91 with Violeta Chamorro. In return, they would allow free elections.” The arrangement, the source added, resembled a “Cuban model” that left the Ortega brothers as the real power behind the scenes and ultimately helped pave their return to government. The administration rejected that proposal as well. The third sticking point was timing: Washington insisted Maduro resign immediately, and Caracas refused. The call — initially brokered by Brazil, Qatar, and Turkey — has not been repeated.
Read more at: https://www.miamiherald.com/news/nation-world/world/americas/venezuela/article313261442.html#storylink=cpy |
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11-30-25 carib
La congresista estadounidense María Elvira Salazar anunció este domingo que el presidente de EEUU, Donald Trump, le ofreció a Nicolás Maduro una salida del poder en Venezuela, pero este no habría aceptado por “temor a los cubanos” ya que estos serían “los que controlan el aparato represivo” en Venezuela.
“Maduro está siendo instruido por los cubanos: ‘No te vayas’. Porque ese es el mayor miedo de Maduro, que los cubanos, que son realmente quienes toman las decisiones, lo van a matar antes de que se vaya”, dijo la representante republicana por el estado de Florida en entrevista realizada por Fox News.
Elvira Salazar resalta que es el régimen cubano quien está dirigiendo el aparato represivo en Venezuela desde hace 25 años, razón por las que “Maduro les tiene mucho miedo”.
FWIW.. |
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11-30-25 savo
| on a different matter... silver spiking to an all time high. |
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11-30-25 savo
the more Trump threats through X.... the more nonsense he predicates... the more likely it is that Maduro will remain there and our bonds remain unrestructured.
Alternatively... if those two were to talk like normal people... without a gun on the desk... a solution can be found. |
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11-30-25 carib
| Savo: hence.. you sell PDVsa bonds? |
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11-30-25 carib
| La agencia Pegas Touristik informó que los viajes programados hacia Porlamar, Venezuela, serán trasladados a Varadero, Cuba, tras el anuncio del cierre total del espacio aéreo venezolano realizado por el presidente de Estados Unidos, Donald Trump. La Asociación de Operadores Turísticos de Rusia señaló que el vuelo Moscú-Porlamar previsto para el lunes fue cancelado y sustituido por la ruta Moscú-Varadero ante una posible amenaza para la seguridad aérea. |
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11-30-25 savo
AI
Panama's Copa and its low-cost airline, Wingo, are continuing to operate to Venezuela. Domestic airlines, including the flag-carrier, Conviasa, flying from Venezuela to Colombia, Panama and Cuba are also still in operation.
not very relevant airlines... but shows that if one wants to fly.. nothing happens... |
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11-30-25 savo
| carib.. may be.. but not through X... so unless the lapdogs at OFEC issue something in writing... it is just another crap coming out of DT's mouth. |
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11-30-25 carib
| Savo: as I wrote, the risk is TACO.. |
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11-30-25 carib
Law is moot unless it can be enforced.
There is no "international law" against nuclear powers, because there is no enforcement.
Is it fair? no. But it is. |
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11-30-25 savo
the fact is that ... a everything that comes out of Trump's mouth... it is utter bullshit...
The US will not down any plane flying to or from Veni. |
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11-30-25 carib
| Savo: re Petro.. be cause he can, that is quite simple, unfortunately. |
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11-30-25 carib
I mean.. if TACO prevails, Veny becomes Cuba 2, so FR does not need to move, but might wish to move to Florida, rather..
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11-30-25 savo
Bogotá, 30 nov (EFE).- El presidente colombiano, Gustavo Petro, preguntó a su homólogo estadounidense, Donald Trump, bajo qué norma del derecho internacional advirtió a pilotos y aerolíneas considerar cerrado el espacio aéreo venezolano y dijo que lo ocurrido va en contra de la soberanía nacional del país suramericano.
«Quiero saber ¿bajo que norma de derecho internacional un presidente de un país le puede cerrar el espacio aéreo a otra nación?», expresó Petro en un mensaje publicado en X, en el que dijo que hablaba como mandatario de Colombia y presidente pro tempore de la Comunidad de Estados Latinoamericanos y Caribeños (CELAC). |
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11-30-25 carib
| PS: The actual risk is TACO, not action, IMHO. |
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11-30-25 carib
Savo: it does not actually work like that.
People and nations, factually, are not equal.
One might regret that, but reality does not change because of regrets. |
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11-30-25 savo
victor... i do not get it...
FR does not want sanctions on veni and does not want a blockade .. like any normal human being who cares about other people.
Why should he move to Cuba? How does Cuba come into the picture?
You.. on the other hand want bombs, sanctions and a blockade on veni... I presume it means that you like to live under bombs, sanctions and a blockade... that is why I propose that you waste no time and move to veni in the first possible flight. |
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11-30-25 victor
| flightradar.. a copa plane flying to caracas |
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11-30-25 victor
savo, usando tus ideas, dile a francisco que predique con el ejemplo. que se mude a cuba :-))
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11-30-25 savo
factual...crime against humanity.
Francisco Rodríguez
@frrodriguezc
Once again, they've decided to play scorched earth with our nation. A country subject to air travel restrictions is a country where medicines and essential supplies cannot enter, and whose citizens cannot travel even in emergencies. People live in Venezuela, not chess pieces. |
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11-30-25 carib
| Credible.. would be a tomahawk entering a window in Miraflores. |
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11-30-25 carib
| Savo: Trump answer would be.. "It's all Biden's fault!" |
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11-30-25 carib
Swiss voters on Sunday overwhelmingly rejected a proposal to impose a 50 per cent inheritance levy on the super-rich, in a contentious referendum that came as governments around the world wrestle with how to tax the wealthy.
More than 80 per cent rejected the initiative, with about 42 per cent of the population participating by Sunday afternoon. Opponents of the measure had feared that a narrow defeat would invite other similar tax proposals in years to come.
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11-30-25 savo
https://www.bloomberg.com/opinion/articles/2025-11-28/us-needs-a-strategy-in-venezuela-not-airstrikes
The US Needs a Strategy in Venezuela, Not Airstrikes
November 28, 2025 at 8:00 AM GMT-3
By The Editorial Board
The Editorial Board publishes the views of the editors across a range of national and global affairs.
Regime unchanged.
The US has deployed a large array of military assets off the shores of Venezuela, but the purpose of this armada remains unclear.
The administration's ad hoc campaign against the drug trade is arguably doing more harm than good, and many Americans would favor a greater focus on the main cause of US overdoses: fentanyl smuggled from Mexico.
The White House needs to decide what its goals are and bring the right resources to bear, whether it's seeking to drive dictator Nicolas Maduro from power or stem the flow of drugs to the US.
With the deployment of the USS Gerald R. Ford, the world’s largest aircraft carrier, the US has amassed a fearsome array of assets off the shores of Venezuela: dozens of advanced fighter jets, thousands of troops, guided-missile destroyers, special operations forces, armed drones, gunships, possibly a nuclear submarine. More useful, however, would be a strategy.
What purpose this armada is meant to serve remains stubbornly opaque. Strikes on speedboats allegedly running drugs in the Caribbean and eastern Pacific — which have killed more than 80 people since early September — hardly require such firepower. The Pentagon has reportedly generated options to expand the campaign to targets in Venezuela itself, presumably in hopes of driving dictator Nicolas Maduro from power. At the same time, the president denied any such plans late last month, and White House officials seem unclear about the legal basis for an attack.
Many Americans would favor greater focus on the drug trade, which contributed to more than 80,000 deaths in the US last year — 10 times as many as the wars in Iraq and Afghanistan combined. But the ad hoc nature of the administration’s campaign is arguably doing more harm than good. Focusing on the Caribbean ignores the main cause of US overdoses: fentanyl smuggled from Mexico. Widely viewed as illegal, the boat strikes have reportedly led partners such as the UK and Colombia to cut off some intelligence sharing with the US. Maduro, by standing up to American bullying, may have bolstered his standing at home and in the region.
The Real Killer
Fentanyl is by far the biggest contributor to US drug overdose deaths
Meanwhile, the costs of this show of force are mounting. Operating a carrier strike group burns through millions of dollars a day. Each boat strike costs hundreds of thousands of dollars. Then there are the indirect trade-offs: With the Gerald Ford in Latin America, the US currently has no carriers deployed in waters off Europe or the Middle East. Any land-based strikes would likely involve Tomahawk missiles, of which the US has a limited supply.
The consequences of such an attack wouldn’t end there. Air and missile strikes are far from guaranteed to drive out Maduro or prompt a coup. Sending in the Marines could lead to a quagmire. Even if Maduro did step down or was captured by US forces, there’s no guarantee any transition would be smooth. Political instability would create more space, not less, for cartels to expand.
The White House needs to decide what its goals are. If the hope is that gunboat diplomacy will encourage Maduro to resign peacefully, the administration should be ramping up talks to seek a credible handover of power. Airstrikes would be unwise, let alone an invasion. Yet the longer US forces are engaged in pinprick attacks, the less intimidating they will be.
If, on the other hand, the administration really wants to stem the flow of drugs to the US, it ought to bring the right resources to bear. Rather than aircraft carriers and submarines, what’s needed are more Coast Guard cutters and Drug Enforcement Administration operatives. Rather than threatening Colombia and Mexico — the main sources of cocaine and fentanyl — the US should be working with them to develop intelligence on cartels’ financial and logistics networks. If drones or special operations forces are required for specific missions, they should be employed with the full cooperation of host countries, not unilaterally.
The Pentagon’s most advanced assets should be focused on deterring a major conflict with a peer competitor such as China or Russia. The sooner they can return to that mission, the better.
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11-30-25 savo
President Donald Trump reportedly rebuffed Venezuelan President Nicolás Maduro's push for sweeping amnesty during a phone call last week,
not credible... |
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11-30-25 carib
| Checking on Flightradar24.. I see only a couple of local flights in Veny airspace.. and an F18 from the Gerald Ford hovering north of Aruba, with transponder active, meaning it wants to be seen there. |
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