Pedro

6.9K posts

Pedro

Pedro

@pmelrog

Beigetreten Temmuz 2013
3.6K Folgt723 Follower
Pedro
Pedro@pmelrog·
@PiusSprenger It’s not maybe, it’s 100% you. Haters will hate, no matter what…
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Pedro
Pedro@pmelrog·
@JesseKobernick Andy mocked $STRC when it launched and dropped from $100 to $92 and even blocked me for pushing back with hard data. This is data pulled from today’s MSTR presentation. Keeps the haters and losers like Andy talking.
Pedro tweet media
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Pedro
Pedro@pmelrog·
@adamobrien Ahhhh, the self-custody maxis! Study @Anchorage work and stop tweeting this crap…
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Adam O'Brien - bitcoinwell.com
Saylor said bitcoin is safer in BlackRock and Fidelity than with self-custody holders. I disagree. BlackRock's custody is with Coinbase Prime. Coinbase Prime is a single point of failure for the largest bitcoin ETF in history. FTX was a regulated custodian. When will people learn...
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Pedro
Pedro@pmelrog·
@saylor Had I seen this tweet in 2020… 🤑
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Pedro
Pedro@pmelrog·
@saylor Strategy’s level of innovation is genuinely mind-blowing! Every earnings call and public presentation reinforces how proud I am to be a shareholder of the company! The future is very ₿right!
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Michael Saylor
Michael Saylor@saylor·
Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate. These proposed changes are intended to stabilize price, dampen cyclicality, drive liquidity, and grow demand.
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Pedro
Pedro@pmelrog·
@MasonFoard @clinkie44 Strategy’s level of innovation is genuinely mind-blowing! Every earnings call and public presentation reinforces how proud I am to be a shareholder! HIGHER!
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Pedro
Pedro@pmelrog·
@MayaPar25 These ignorant opinions are spreading like poisonous mushrooms this week.
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Maya Parbhoe #₿IP-110
Tell me you don’t understand how Bitcoin works, retard edition:
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Pedro
Pedro@pmelrog·
@MTanguma The keyword in “money market-like” is like. Just as “it’s like a bank paying 11.5%” doesn’t make it a bank. There are plenty of undercollateralized products and questionable coins out there, yet you’re focused on $STRC? Really?
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Michael Tanguma
Michael Tanguma@MTanguma·
2/ STRC is not a money market instrument. It's preferred equity with no claim on the Bitcoin. The company's own filing says the preferred securities are "not collateralized by the Company's bitcoin holdings." Calling it "money market-like" is misleading.
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Michael Tanguma
Michael Tanguma@MTanguma·
1/ We talked STRC on @OnrampBitcoin Last Trade pod this week. It's generating conversation. Great, here's a quick thread on what we discussed
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Pedro
Pedro@pmelrog·
@MTanguma @OnrampBitcoin I find it hilarious that these three "cold storage experts" think they’ve thought $STRC through better than Michael Saylor, Phong Le, and Strategy who backed it with 8-K filings, 100+ page disclosures, and scaled it to a $6.9B market cap in under nine months.
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Chaitanya Jain
Chaitanya Jain@CJ_Bitcoin·
Who should join @Strategy’s Q1 earnings call as a guest for our live Q&A?
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Pedro@pmelrog·
@RichardByworth @MTanguma Bingo. STRC is the trade you make when you understand BTC but can’t actually deal with its volatility.
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Richard Byworth ∞/21M
Richard Byworth ∞/21M@RichardByworth·
@MTanguma Sorry, you are just not seeing it. For an eighty year retiree, they can believe in bitcoin but want to have a stable return for their remaining years with no stress. STRC covers that capital bucket well.
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Michael Tanguma
Michael Tanguma@MTanguma·
People are piling into STRC for 11% yield and calling it the smart bitcoin trade. It's not. It's the trade you make when you don't actually believe in bitcoin. This is the first time in history you have money that behaves like an equity instrument, reducing counterparty risk, and carries the upside of every asset class combined. Private credit, venture, growth equity, all of it, wrapped into one thing, BECAUSE we're in the monetization phase. That's the thing everyone misses: you get the downside protection of hard outside money with BTC, with the upside of every asset class you could dream of. We don't get this chance again. 11% keeps pace with inflation. Bitcoin outpaces it. Choose wisely. Full @OnrampBitcoin Last Trade ep below
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Pedro
Pedro@pmelrog·
@MTanguma Wrong. It’s the trade you make when you understand BTC but can’t actually deal with its underlying volatility.
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Pedro
Pedro@pmelrog·
@halstonvalencia @financialcnspr @bitcoinquant_ I agree. I get STRC and I find it an amazing product, but as an MSTR shareholder, I believe execution has been strong, but there’s a clear underemphasis on MSTR common stock during public appearances that should be corrected.
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Halston
Halston@halstonvalencia·
The preferred shareholders funding this aren’t getting bitcoin upside, $MSTR common holders are. 23,934 BTC so far this week, 760% of mined supply. If you believe in bitcoin, MSTR common is worth understanding.
Halston tweet media
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Pius the Banker
Pius the Banker@PiusSprenger·
In an earlier post, I mentioned in connection with STRC that short sellers are “nasty” and highly effective sharks who smell weakness. Little did I know that just two days later, Coffeezilla—a well-known YouTuber focused on crypto scams—put out a lengthy piece about STRC. Coffeezilla isn’t a short seller, but it gives you a taste of what a short attack would look like—great narrative combined with good market timing. Hardcore Bitcoin supporters have attacked Coffeezilla’s video viciously. In my opinion, it raises valid concerns: $STRC is a stock—not a money market–like instrument—and Strategy isn’t a bank. It also criticizes the AI-generated advertising video the company released to attract retail investors. The more I watch the company’s hard-nosed marketing pitches, the more uneasy I get. Bitcoin doesn’t need sleazy marketing tactics or over-engineered financial products to succeed. It’s that simple.
Bitcoin News@BitcoinNewsCom

COFFEEZILLA ON $STRC: “The company has no obligation to pay you back. Why haven't people realized this?" "My entire problem is that they're leading people like a pied piper with this kind of ludicrous idea.”

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Pedro
Pedro@pmelrog·
@PiusSprenger STRC: $6.4B in ~9 months - one of the fastest-scaling products since IBIT - under U.S. Securities and Exchange Commission disclosure. But sure, let’s defer to a YouTuber called Coffeezilla on this one. 🤣
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Pedro
Pedro@pmelrog·
@jackhneel @xueqinjiang When it comes to Bitcoin, @xueqinjiang should show more humility, it was a pathetic and embarrassing take. Study Bitcoin. Be a student of it, not a self-appointed “Professor of Everything”. Everyone buys Bitcoin at the price they finally admit they were wrong about Bitcoin…
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jack neel
jack neel@jackhneel·
Jack Neel x Professor Jiang LIVE NOW ON YT 🚨
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Alex 👽
Alex 👽@AlexesNakamoto·
Market: $1B Monday ~$2B Tuesday Normies: “Strategy is a Ponzi scheme!!” Saylor’s savage reply: x.com/AlexesNakamoto…
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Pedro
Pedro@pmelrog·
@CrisReed @MarylandHODL21 Strategy deserves a premium for consistently innovating in capital markets. They scale each channel - ATM equity, convertible debt, and now preferred shares - becoming #1 before pivoting to the next. As Saylor said in his recent Bankless interview, they won’t stay still.
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Pedro
Pedro@pmelrog·
@BitPaine He mocked $STRC on the drop from $100 to $92 a few months after it was launched. I showed him the great performance months ago and he blocked me. Now that it’s back at par, he still won’t acknowledge what it is: an impressive financial innovation. He is, and will remain, a hater.
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
Forget $MSTR - I’m going to retire my bloodline with the engagement I get from this screenshot later this year.
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Pedro
Pedro@pmelrog·
@natbrunell @financialcnspr I know correlation is not causation, but it reached $1.156 Billion just a few days after your interview… 😀
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