Ted Elliott

@CrunchyDischarg @AdamBLiv Its still true bc you’re also buying a shit ton of btc with prefs that accrete to mstr holders, though yes much tighter at 1x mnav and mstr paying pref divs.

@tedlliott @AdamBLiv That's not true anymore. Not since they started selling preferreds to buy Bitcoin and common stock to pay for the preferreds' dividends.

🔥THIS IS INSANE: STRATEGY'S $42 BILLION BITCOIN SUPER WEAPON🔥 YOU ARE NOT BULLISH ENOUGH ON MSTR. Strategy just approved $21B of STRC ATM and $21B of MSTR ATM. Now here’s the part the market is too concussed to understand: At current balance-sheet settings, every $1 of STRC needs about $1.94 of MSTR to keep amplification flat. So if STRC is running at $2B/month (current pace over the last month), MSTR has to run at roughly $3.89B/month. That means Strategy’s real BTC vacuum speed is not $2B/month. It’s $5.89B/month. At today’s BTC price, that’s about 83,458 BTC PER MONTH. Read that again slowly, like a man trying to understand why his “valuation model” just got run over by a cement mixer. If they scale MSTR issuance enough to support the whole thing, $42B total deployed at flat amplification buys roughly: 595,390 BTC In about: 7.1 months Seven months. And if Bitcoin compounds at just 25% CAGR from there? That one acquired BTC tranche grows from: $42 BILLION to $391 BILLION in 10 YEARS. That is the kind of math that turns “dilution” into a religious experience. Even funnier, if they stay strictly inside the newly announced $21B STRC + $21B MSTR envelopes, the MSTR leg is actually the bottleneck. So the current announced package, held to flat amplification, still supports about: $31.8B of BTC buying 450,857 BTC in about 5.4 months. Five months. That’s the “constrained” case. The constrained case is still a corporate crackhead trying to buy half the lifeboats on the Titanic while the rest of Wall Street argues about whether the water is technically cold yet. People still think this is a stock. No. This is a Bitcoin acquisition engine with a Nasdaq ticker. The analysts are still opening Excel. Saylor is opening the emergency exit on fiat itself.

@hillery_dan There’s simply no way sellers cant outsell what hes buying. Especially when theres no clear alternatives you can store your energy in.

Everyone is getting used to Strategy's Bitcoin buys not having an effect on price. There will come a time where we look back, and people realize that buying tens of millions of Bitcoin per week actually had a massive effect on the price.

@CrunchyDischarg @AdamBLiv The dilution is not dilutive.

@AdamBLiv So glad I am no longer holding MSTR. The magnitude & speed of the ATMs since November 2024 has been absolutely horrendous for COE share holders. Anyone who can read a basic chart can see that. Saylor's greed has created a vulnerability, not just for MSTR, but the entire network.

@PeterSchiff @saylor has it crossed your mind that a) he doesnt give a fuck and understands something you dont b) he bought the coins throughout last week when the price was higher and didnt announce until today?

@saylor Even with today's rally, you are still down 4.5% on last week's buy. How did you manage that?

Strategy has acquired 1,031 BTC for ~$76.6 million at ~$74,326 per bitcoin. As of 3/22/2026, we hodl 762,099 $BTC acquired for ~$57.69 billion at ~$75,694 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

@Mishi_2210 2 😎

@mayabtc123 @Greencandleit alright ill let you have the discussion with whoever was shitting on Berkshire. I see your point. I just meant to make a quick remark that the unrealized loss didnt mean much. cheers

That is all valid and we all understand Saylor’s play. It has been at a net loss overall, but we understand his thesis on using Bitcoin to create financial instruments to buy more Bitcoin, creating a flywheel effect. Now back to my original question: Why are you both shitting on Berkshire, who overall has performed better by just holding cash in US Treasuries, when MSTR is currently net down on their investment accumulation debt? Yes, we all understand the nature of fiat debasement, and that is not the argument here. Don’t shit on Warren Buffett’s Berkshire Hathaway for not Yoloing into Bitcoin. That 700% comment is cherry picking timelines and it’s invalid. Today Berkshire has been a better investment. If MSTR accumulated $57B in Berkshire, they would up today. That is a fact. Your valid argument is a theory of future trajectories. I’m a Bitcoiner, so of course I want btc to go up.

Warren Buffett sat on $300 billion in cash waiting for a crash. Michael Saylor went $40 billion into debt buying Bitcoin. One of them is up 700% in 4 years. The other is sitting on a pile of depreciating paper waiting for permission from a market that already left him behind.

why would he have to sell 8B to cover the debt? It doesnt start coming due until 2028 and matures over course of 5 years. Given his position already today with Net Leverage of 11%, all could easily be refinanced especially with price going up even a bit from where. Also what you said about crashing market not necessarily true...there are new buyers at each level lower. We saw the market absorb similar sells last year.

@tedlliott @tametoken @Greencandleit “Non issue” lmao If he tried to sell 8 billion in bitcoin to cover the debt he’d crash the market and the rest of his bitcoin be damn near worthless

@Suryanshti777 @Wealth_Pill Does it really require 53 pages to understand

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@Suryanshti777 @Wealth_Pill Plugins

@AndrewYang Bitcoin fixes this

AI is going to make a lot of people feel poorer, not richer.

Its you who misunderstands. To give any weight to “average price” and laugh at that being “down” a few percentage points… in the midst of buying the shit out of a bear market… is just a joke and completely misunderstands what they are doing here. Talk about high time preference… sheesh! Youre acting like the 40,000 btc he’s held for less than 2 weeks is the same as the coins bought at 10K in 2020. How does that make any sense as an investment review? They have 50B+ in assets and 8B in debt. They started with 500M cash 5.5 years ago. The company is far more valuable now and this is after a 40% price dip that is allowing them to buy a fuck ton more for cheap (lowering their average price if you care so much about that).

@tedlliott @Greencandleit Lmao. No my guy. $MSTR started buying bitcoin in 2020 with $500M there after $57 billion spent for 761,000 $BTC through issuing shares, debt, and preferred stock. They are down -$4Billion on that investment after accumulating for the past 6 years.

@tametoken @Greencandleit They have over 50B in bitcoin and 8B in debt… its a non issue and avg price doesnt matter

@Greencandleit Saylor is actually negative on his Bitcoin purchases by billions and now they owe billions of dollars in debt.

@caseforNOTbtc @Greencandleit Average price… does.not.matter. He turned 500M into 55B and the story is so far from over its not even funny

@Greencandleit MSTR Average BTC buy price - $75,696 BTC price as of 3/19 9:26PM- $70,220 LOL

@mayabtc123 @Greencandleit MSTR turned 500M into 55B

@Greencandleit $MSTR is at a unrealized loss. Berkshire Hathaway has been compounding at 4% interest. So I am confused about your silly post here trying to dunk on Berkshire. 🤔 What is up 700% since March 2022 BTW?

@razib_ul47671 AI

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@Sean_Callahan @ChrisMWilliams All it took iowa state to get an icon was a diehard husker fan whos 2 grandfathers coached and taught at nebraska and whos parents graduated from there!

@ChrisMWilliams That was born in Lincoln. 😎

All it took was hiring an Iowa State icon for Nebraska to win its first EVER NCAA Tournament game.

@Alex_TheAnalyst Yeah maybe… but the work is going to require a small frzction if the critical thinking that it used to

I'm going to call this right now. We are going to have a large population with absolutely no critical thinking skills if they blindly trust AI for everything. We have all already seen it. They don't validate outputs. They don't really understand anything. They just ask questions, it looks good, and they go with it. There are going to be huge issues in every company as this continues over the years. The amount of technical debt and knowledge gaps are going to be insane. So much opportunity if you actually know what you're doing.

@nutbuttergrowth @Croesus_BTC Are you talking about 2001? Has nothing to do with anything

@Croesus_BTC mstr shit the bed long ago. let's see how this financial hail mary plays out. hero or zero. tbd.

Henry Ford. Steve Jobs. Michael Saylor. It will take the world a decade or two to recognize this.

@Darkdarling00 E

Simple poll. Please be honest! As of today, how much do you still trust this team? A. 100% B. 75% C. 50% D. 25% E. 0%

@SparkingFIRENC so you are becoming a fan.

I’m not a huge Bitcoin guy But I often think about how only 210 million people can own .1 bitcoin at the same time That is less than the population of the US