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Frank F. Lunn 🟧 “ATLAS Rugged!”
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Frank F. Lunn 🟧 “ATLAS Rugged!”
@flunn
BTCpreneur re: #Bitcoin enTREPreneurship | Proverbs 19:21 Christian | Army Veteran | #BTC & $MSTR for Life, Business, & Legacy!
Gilbert (PHX) area - Arizona Inscrit le Ağustos 2008
7.4K Abonnements4K Abonnés
Frank F. Lunn 🟧 “ATLAS Rugged!” retweeté

$MSTR
The difference in communication style
between Saylor and Jack Mallers
is worth studying.
Yesterday was a good example of why.
Mallers made some comments about Saylor
that sparked a lot of debate.
The implication was that @Strategy
had run out of cheap capital
and had been forced into paying 11%
to finance its Bitcoin buys.
That was a flawed read.
Saylor didn’t move away from convertible bonds because he lost access to them.
He moved because $STRC
is a fundamentally better instrument
for his investors.
The capital never comes due.
It’s perpetual.
Strategy owes the yield,
not the principal.
The distinction matters.
A lot.
But the bigger point isn’t the technicality.
It’s what followed.
After the pushback,
Mallers spent time across several threads
clarifying that he wasn’t implying
what everyone read him as implying.
Whatever the intention,
it came across as backtracking.
And in capital markets,
backtracking reads as immaturity.
You rarely if ever see Saylor do that.
He is precise with his words,
deliberate with his timing,
and disciplined about what he leaves unsaid.
His presence on X
is almost strategically sparse.
Short responses.
No open wounds for skeptics to pick at.
Someone who understands that every public appearance is a signal to investors..
Saylor has also evolved.
Early on
he was openly dismissive
of the broader crypto ecosystem.
He’s since learned that there is room
for competing technologies.
Crypto tokens like Ethereum, Solana
and others have tokenization layers
they can compete for.
He’s embraced that.
His tone has shifted
from skepticism
to something far more measured
and generous.
That evolution
also speaks to maturity.
Jack is an empowering voice
in this space
and I have no doubt
his conviction is genuine.
But how a company’s leader conducts themselves publicly
is a signal.
Saylor has spent six years
setting that standard.
It’s a template worth studying.
$BTC $MSTR $STRC


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@TimKotzman Whew… I was worried for a minute. (I wasn’t worried) 🫡
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@EricTrump @Forbes Thank you Eric! I’m a proud $ABTC shareholder excited about the mission. More importantly, I’m the father of a @StJude pediatric cancer survivor… God Bless you four your continued support for “Finding Cures & Saving Children!”🙏🏼
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Since being acquired by China, @Forbes has become a political weapon and an embarrassment to journalism.
Just over a year ago, American Bitcoin did not exist. 7 Months and 25 days ago we went public on the NASDAQ. Today we hold over 7,000 Bitcoin and stand as the 16th largest publicly traded Bitcoin company in the WORLD, supported by a fleet of nearly 90,000 miners, 28 exahash of capacity, and utilize the finest American energy.
In Q4 alone, we increased the Bitcoin on our balance sheet by 58% and mined at a 53% discount to the market price of BTC, reported $78.3 million in Q4 revenue, a 22% quarter-over-quarter growth. We have arguably climbed the “Top 100” rankings faster than any company in the space and continue to aggressively mine and scale daily.
This narrative - no different than when Forbes spent years attacking me for simply being a young kid who poured his heart and soul (with a record breaking 9.2% cumulative expense ratio) into saving dying children at St. Jude Children’s Hospital — is insane does not read as journalism… it reads as politically motivated propaganda.
Friends - educate yourselves as to the source of your information — in this case, China!
Forbes@Forbes
The president’s second son pitches his bitcoin company as a money-printing machine. It’s actually an arbitrage vehicle that preys on MAGA-minded investors. forbes.com/sites/danalexa… 📸: Daniel Ceng/Anadolu via Getty Images
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Here we go.
I know there is a lot of salt going around on the conference...and sure some of it is accurate, BUT... I don't care who you are, for many of us who don't have daily access to many plebs IRL... it is so invigorating to walk into this gigantic place and see nothing but Bitcoin. So many bitcoin based business, non profits, builders, innovators, artists, merchants.... and all the random people walking around....all have bitcoin in common one way or another. So many amazing hands on, in person learning opportunities. Amazing energy. Wonderful plebs. Its hard to put into words....how big or how much is happening here.

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@michelleo_21mil @SweetBiddi2 🙏🏼 Thank you Michelle! LFG!! 👊
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Frank F. Lunn 🟧 “ATLAS Rugged!” retweeté

“This is a unique moment where a US president, a Russian president, and a Chinese president are dead against the Europeans.
Wake up.”
I have been saying for years that reverse indicators will always avail you better than active indicators for what's really going on.
In other words, the enemy always tells you what they fear the most.
Emmanuel Macron just told you what I have spent the better part of a half decade writing about every single week: the Sovereign Alliance is real, the European Continent knows it is real, and that Alliance is winning.
Donald Trump, Vladimir Putin and Xi Jinping have been effecting a series of pincer moves against the Globalist Western Hegemon on kinetic, political and most importantly, financial and energy grounds, and the Iranian Knot represents the closing of all of those pincers at once.
If you have been unable to suss out why the whole western world seems to be in chaos, and yet, Donald Trump seems completely at ease, that's because you have not been operating from the core premise that our 'So-Called Allies,' which Trump has been referring to them as since 1987 have been anything but for generations.
And that the 'New Axis of Upheaval' framing applied to Russia, China and Iran that I signaled in advance in July of 2025 is anything but a true axis, then you're simply not going to understand the global re-ordering that is currently taking place, and that is going to usher us into a new age of Multipolarity in the place of coerced Collectivism masquerading as the same.
I have been writing about this Actual Pincer move for years, and I have focused the bulk of my attention on the Narrative translation layers such a pincer is being forced to navigate due to the overwhelming calcification of the Western Mind, which is to say the Western Story ...
"Donald Trump and the Sovereign Alliance continue to emerge not as the heroes of a simplistic fairy tale, but, somewhat paradoxically as the villains the Collective Mind has been programmed to fear.
Which is to say ... the very heroes we need right now.
For in this inverted battlespace, where the lines between ally and adversary blur into a paradoxical haze, the true antagonists are the faceless architects of globalist hegemony—the warmongers who peddle perpetual conflict as the engine of their empire, whether we call them the Hegemon, the Deep State or the New World Order that’s been getting a bit long in the tooth for our liking.
In this battlespace, Trump, Putin, Xi, Modi and even enigmatic figures like Mohammed bin Salman and Kim Jong Un stand as disruptors, the nationalists who dare to prioritize sovereignty over subservience.
Yet, beneath the surface posturing, their escalations are not harbingers of doom, but catalysts for a multipolar renaissance—a world where cooperative competition supplants coerced collectivism, paving the rails for technological acceleration, economic vitality, and, ultimately, enduring peace."
Got it?
Good.
burningbright.substack.com/p/the-villains…

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RT @therealroseanne: Podcast will be a day late- will drop tomorrow. I had to skip town with @IanCarrollShow @RealCandaceO and @NickJFuente…
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New Yahoo! Finance Article is the ultimate BUY SIGNAL for MSTR.
Their three reasons to avoid MSTR?
1. Weak BILLINGS. Billings is a non-GAAP metric that is often called “cash revenue” because it shows how much money the company has collected from customers in a certain period.
2. Shrinking Operating Margin
3. Free Cash Flow Margin
Zero analysis of the Bitcoin strategy.
LOL

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Frank F. Lunn 🟧 “ATLAS Rugged!” retweeté

Today is my 1 Year YouTube Anniversary!
390 videos. I averaged more than one per day!
42,500 subscribers. 4 million views.
Not too bad for fighting against the gravity of a massive MSTR drawdown and a massive Bitcoin drawdown this entire time 🤣
The sentiment is turning, I can FEEL IT.
This might be niche content now but it won't be for long as Bitcoin asserts itself over the incumbent monetary system :)
Year 2 will be much better!
I WILL CONTINUE TO SPREAD THE ORANGE GOSPEL OF BITCOIN TO THE MASSES.
Subscribe to my channel here to JOIN the FIGHT:
youtube.com/channel/UCJ6hZ…

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@SullyMichaelvan YES! 🙌 I’ll be there… I totally resonate with everything you shared — some directly & some tangentially aligned. 🤦🏻♂️ Regardless, I look forward to meeting you IRL.
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I have a confession.
I've never been to a single conference once in the entire five years I've been in Bitcoin.
Why? Because, despite being (somewhat) articulate and using fancy-sounding words on occasion, I am in fact, quite dumb.
I had my reasons.
At first I wanted to stack more sats... later my wife and I started a family.
And during my time writing Blood of the Bourgeoisie I made a promise to myself that I would spend every free hour of my time writing. I couldn't justify hanging out with all my autistic internet friends because it meant losing 50+ hours of dedicated focus.
I was creating a gift to the Bitcoin community, and I would single-mindedly pursue that even if it meant spending thousands of hours alone.
I succeeded in creating a fantastic book... but it doesn't make what I did any less retarded.
Since the launch I've come to terms with just how badly I messed up.
Connecting with all of you and sharing more of my life on here was something that I completely stumbled into. I thought that if I was working so hard on this book that I probably should post about it a little bit publicly.
That snowballed in a way I didn't anticipate.
I'd always hated sharing on social media.
I'd always hated networking.
But connecting with all of you on here filled me up with a kind of energy that surprised me. It actually wasn't that I hated networking or social media... it was just that I hadn't found my tribe yet.
And because of my complete and total obsession with hard work, I missed out on so many events that offered the opportunity to connect with ya'll in person.
And that sucks, because you've been a major source of my motivation to keep building, and a big reason I'm experimenting with sentiment analysis stuff today.
Anyways, this is all to say that I've finally learned from my past mistakes and I'm speaking at Bitcoin 2026 in Vegas this year.
If you wanna hang out, hit me up, I can't wait to meet you in person ✌️
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I’m a paying member of @RyansMethod’s community. He provides high value signal w/consistent daily & weekly content. He’s candid, transparent, & over delivers for the community w/high engagement & participation. If you want an asymmetric advantage in $MSTR, check it out!
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Outstanding new tools for our collective Bitcoin-centric wealth creation & acceleration journey — courtesy of @TNorth team! 🫡
Dan Oksnevad | Trollstein@Trollstein
2 new tools live on TNorth.com: 1) BTC CAGR Dashboard - rolling compound annual returns: tnorth.com/tools/btc-cagr/ (h/t @PunterJeff) 2) Where does the yield come from? - a visualizer of digital credit coupon mechanics: tnorth.com/tools/where-do… (h/t @IIICapital) Have fun, y'all!
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RT @TNorth: New Episode Tonight: 📷 10pm EST / 7pm PST
True North Episode 64 - The Dividend Machine
Agenda:
Semi-Monthly Divid…
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Frank F. Lunn 🟧 “ATLAS Rugged!” retweeté
Frank F. Lunn 🟧 “ATLAS Rugged!” retweeté

@HurdleRatePod @saylor Great show!
Decades when nothing happens… weeks when decades happen… and then there is @Saylor time when everything happens! (And I wouldn’t want it any other way ; )
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Welcome Back to The Hurdle Rate.
Episode 56: The User Experience
The crew is back this week discussing Strategy’s passing of BlackRock in Bitcoin Holdings and what it could signal for broader markets. They then dive into whether the tokenized ecosystem is actually providing value, before exploring how AI tools are reshaping portfolio construction. Finally, they wrap up with a discussion on Schwab’s approach to Bitcoin education and what it means going forward.
Here's the latest with @TimKotzman, @ColeMacro, @PunterJeff, and @Werkman.
0:30 - Welcome Back to The Hurdle Rate
2:50 - Strategy Flips BlackRock
21:28 - Is The Tokenized Ecosystem Completely Useless?
30:43 - AI Tools & Revamping Portfolios
46:25 - Schwab Education
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@JasonPLowery 🤔 Might be something worth paying attention to. 🫡
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Excited to listen to this episode @RobinSeyr because Ella @21MMforthe21st is amazing in everything she does! As bullish as I am about bitcoin, I’m equally bullish on the younger generation IN bitcoin! WAGMI😉
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@Printer_Gobrrr And… congrats* if you do, then you diminish the value of whatever you were able to steal.
*sarcasm for effect; )
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