Vatche Balayan
193 posts


@benjamincowen Ben, I appreciate you and your work. Keep up the great content 👏
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Imagine just trying to help people avoid losses in crypto, and you just get people that constantly tell you how they are going to be so happy when I get something wrong.
Dude, I get things wrong all the time.
Get used to that.
I'm just providing my opinion about a very risky asset class. And any opinion that does not match the agreed-upon bull narrative is immediately mocked by everyone who believes in the supercycle.
Dex@DexFi_
@benjamincowen I cant wait for this to play out and you gonna finally be wrong for once x.com/dexfi_/status/…
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It was never your job to wake everyone up.
It was your job to take responsibility.
Most people want normalcy - not awareness.
That doesn’t make them wrong.
Quiet preparation is stewardship.
And one day, the work you did - and finding Bitcoin - will matter.
@V4BTC explains.
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@BitByBitBullish The floor is 80 to 120, at 75k btc @ 0.82 mnav diluted
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@BitByBitBullish Because strc issues more shares at a minimum of 100$ (par value), as long as btc goes up on average over time by at least the yield that it pay. Strc cannot be dilutive
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@BitByBitBullish Asteroid, the same thing happened in 2021, mstr topped out months before btc did, it's normal
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@BitByBitBullish Asteroid, the lowest in 2022 for the diluted mnav was 0.70, I don't think this time we go that low
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“$340,000 Bitcoin, plus or minus 15%, before the next halving.” – @BritishHodl
– Why BlackRock was the turning point for Bitcoin
– Bitcoin vs real estate as stores of value
– Why the four-year cycle is effectively dead
Watch the latest episode of Over The Horizon ↓
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Please take 15 seconds to report this false blocking to X. It genuinely makes a difference:
1) Go to: help.x.com/en/forms/authe…
2) Make sure "I'm not able to share a link in a Post" is selected
3) Report the URL: strc.live
The more people understand Strategy's Bitcoin engine and STRC mechanics, the better. Getting the word out matters. Thank you for helping.🙏

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The response to strc(dot)live from this community has been overwhelming. Thank you!
I've worked around the clock the last 7 days building this for our community: real-time STRC tracking, analysis, ATM activity, calendars, calculators, automated newsletters, and more to help us all track Strategy's moves.
But I need to ask for your help with something urgent 🙏
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@DougKinnison @saylor Exactly, I do not think green dot is today; he's setting it up for the future. Imo
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@VatcheBalayan @saylor I like that thought and would like to agree but they didn't announce a buy back but did increase the $STRC rate.
I'm happy either way.
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@DougKinnison @saylor IMO green dot will be when @saylor starts to buy back MSTR stock at lower than MNAV; he can use new Prefs and pref issuance to do so. Orange dot=buy bitcoin
Green dot=buy back MSTR shares!
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@TedPillows Relax Ted, they now have a 1.44B dollar cushion for about 2 years of dividends. Unless you think BTC will never recover; their business model is solid.
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Look at this post from Saylor.
I now declare $MSTR as a ponzi scheme.
This could end REALLY bad. Don't buy this crap.
Michael Saylor@saylor
Another rate hike last night — $STRC is now 10.75%.
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@TedPillows Saylor's prediction by 2032 is 767k.
Not 13M.
Starting 2024 100k 29% ARR for 8 years= 767k
@saylor
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