SOLESSENCE
1.2K posts



Forza Horizon 6? More like Forza Horizon 6-Million! 🤯 Thank you all for joining us at Horizon Japan ❤️


Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC strategy.com/press/strategy…

@saylor All financed with MSTR ATM



Only one scenario saves bitcoin:native and $MSTR in the short-term. Saylor has to come out and say (via Monday's 8K, or next Monday's 8K): "I sold $4 bn of MSTR and BTC... we now have 2.5 years before we have to raise money again... dividends are covered for 2+ years, debt doesn't mature til sept 2028 (puttable in 2027) and that's easy to refinance via more converts". If he does that, the market rips, and might even rip 20-30%. It once again makes MSTR uninteresting for years, but that's a good thing. STRC probably goes back close to $100, but he won't be able to sell more. And while capital markets might be closed to MSTR for awhile, it at least buys a ton of time, and in that time who knows what other catalysts might pop up. He should have done this last week instead of that misguided $2.5mm teaser sale. If he doesn't, and he continues to just wait it out (only has 5 months), or he sells tiny amounts as he goes (just enough to pay each monthly dividend), this selling won't stop



If you are cheering for the 4-year cycle to play out again, you are cheering against Bitcoin. The 4-year cycle is one of the worst things long-term for Bitcoin's adoption and reaching its true potential as a global asset. If Bitcoin is perceived as a speculative asset that follows some magical 4-year cycle, it will remain a sideshow speculative asset. For Bitcoin to remain something that everyone sells or trades every 4 years for no reason other than that 4 years have passed is a horrible narrative.


Who wants to take a stab at closing price market cap of @SpaceX on day 1 of trading? I’m going with $3.1 Trillion










