cacaat
1.2K posts


Strategy has acquired 3,273 BTC for ~$255.0 million at ~$77,906 per bitcoin and has achieved BTC Yield of 9.6% YTD 2026. As of 4/26/2026, we hodl 818,334 $BTC acquired for ~$61.81 billion at ~$75,537 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
English

@provomitch @marc02200 Tell me you dont understand STRC without telling me you dont understand STRC
English

@marc02200 The emergency fund is for emergencies. Marco economic emergencies will have Strc dropping below Par, probably meaningfully, meaning you can’t retrieve the full value
English

So this acct that called out the shooter a few years back has no
Grok button. That’s ONLY
Reserved for Gov’t accts
👀👀👀👀👀
The Grok button (for profile summaries or "Ask Grok about this account") is missing on this profile because X likely treats it as a special/government-linked or protected account.

English

I used to think it was a sin to sell my Bitcoin.
But after this last cycle, where it went from $130k down to $60k, I am changing my approach to this asset.
I will trade it just like all the stocks I own.
Why?
Because even though I think Bitcoin will continue go up long term, it goes through long extended periods where the price action is either negative or nonexistent, and this is opportunity cost.
I could have that capital invested elsewhere, in photonics plays for example, compounding that money at a faster rate than if I were to just leave it sitting in Bitcoin.
I think the smartest investors/traders in the world are those who never get married to an asset, and change their thesis over time when presented with new data/facts.
My goal is to get better everyday, so this will be my new approach.
bitcoin:native
English

@zaidlikesmstr @saylor You should turn it into a 3 second reel so people consume it :)
English

$MSTR
Saifedean is a great thinker,
but he’s an ideologue.
And the problem with ideologues
is they model the future based on past patterns,
without accounting for the most disruptive variable of all: changing technology.
Saifedean’s world is one where, under a Bitcoin standard, time preference naturally falls.
People accumulate hard money,
they become patient,
credit disappears,
and humanity converges on a purely equity-based system.
It’s elegant.
But it assumes a version of human rationality
that technology is actively dismantling in real time.
Look around you.
The defining trend of the last decade
has been the opposite of patience.
Instant delivery.
Reels over essays.
Fast food over cooking.
Two-day shipping became same-day.
Same-day became one hour.
The most consumed content format on earth
is a fifteen-second video.
Artificial intelligence is accelerating this further,
removing every remaining friction between want and fulfillment.
The world is not trending towards lower time preference.
It is trending towards zero patience at scale…
What Saylor understood
that Saifedean hasn’t
is that real capital markets require you to look at the world the way it is.
Bitcoin is a long-horizon, zero-yield, maximum-patience asset
living inside a civilization
that is becoming structurally more short-term by the day…
Most people will never hold Bitcoin.
Most of them have rent due,
mortgages to pay,
and no bandwidth to understand monetary debasement.
They need yield now.
They need capital now.
Saylor’s answer to that
has been to build a bridge.
$MSTR pulls in the long-term thinkers
(Institutions, the Bitcoin maximalists with decade-long conviction)
and uses their capital as a foundation
to issue products that meet everyone else where they are.
The most popular of Strategy’s preferred instruments ($STRC)
pays monthly rather than quarterly.
And the demand of late
is pushing it now towards semi-monthly.
This is Saylor reading the market correctly.
$STRC went from zero to $8 billion in under a year,
filling a massive structural gap in the market.
Saifedean is right that Bitcoin changes money.
But he’s wrong that it changes human nature.
As long as there are people with capital
and people who need it,
and technology keeps compressing time horizons,
there will be credit.
There will be yield.
There will be instruments that meet people where they are.
An ideologue dreams of the world he wants.
The capitalist builds for the world that exists.
Saylor is the capitalist.
$BTC $MSTR $STRC
English

The hottest job for the next five years is going to be the agent operator.
They don't need to be an engineer. They can walk into marketing, legal, or life sciences research and actually make agents work for that function.
Required skills:
> MCPs
> CLIs
> Writing skills (the file kind)
> agents.md fluency
> Business acumen
None of this is in any CS curriculum today.
Soon, enterprises will be pressured to redesign their workflows for agents, not for people. And when that happens, agent operators will be in massive demand.
English

Filming a podcast with @PunterJeff tomorrow.
What questions do you have for him?
English

🚨 HOLY CRAP! Ilhan Omar LOST IT on a @RealLindellTV reporter for asking about her MASSIVE net worth change
“I think you’re STUPID for asking me ANYTHING,” Omar said to @alisonintheknow
“I don’t have to tell you JACK SHlT!”
Ilhan is LASHING OUT because she KNOWS she’s guilty!
HSI AND IRS MUST GET INVOLVED!
English

@TrumpTruthOnX All the world should knows the truth about Iran how we lived, how we are living, how we are struggling with mental health 💔 how we don't have any hope for our future 💔 how much pain we are carrying 💔 😢 not negotiation, only justice, only revenge, only regime change!
English

@0xresurekt We went frok 66k to 78k and now 75k. That is up on my book...
English

If BTC continues to go down from here, that will be very bad for BTC long-term
Forget your stupid 4-year cycle, and your stupid calendar-based Bear Market
Every asset is going up rn, even the riskier stocks
If BTC continues to go down while everything else is going up
What does that say about the asset?
Even if it reaches your stupid $50K & $40K targets
Why would you buy it then?
If it was very weak, while everything else was strong, what guarantees it won't just keep going lower?
English

@thepowerfulHRV BTC is on sale right now! There is always time to buy cheap USD
English

I don't understand this idea that "AI" can "answer your emails." I sent more than 200,000 emails during the fifteen years I ran a business (and probably 150K more sent when I was a lawyer). Each one required my personal input, tacit knowledge that simply cannot be reduced to an algorithm, involving the balancing of hundreds or thousands of pieces of information internal to me. If I allowed "AI" access to every written piece of data about my business and my prior correspondence, it would not cover 10% of the necessary information to respond correctly to emails, much less the relative weightings and interactions of each of those pieces of data. Whose emails is "AI" supposed to answer? The new "AI" customer response bots are worse than the old ones. Seriously, what emails are we talking about?
English
















