Stan

@AdamBLiv @dRiskDave Happy Japan Hotel shopping 😝

With Metaplanet valued at less than the value of their Bitcoin... I believe this is currently the best risk-adjusted entry in the established BTC TC space. I just bought more shares today and will continue doing so.

@AdamBLiv @cgm5432112345 @BTC_golfer 😱

@cgm5432112345 @BTC_golfer SOUNDS ABOUT RIGHT

For those of you who don't understand the magnitude of STRC on Bitcoin's price... let me break down for you exactly how insane things are going to get from here. Strategy just raised ~$3.2 billion via STRC in two weeks. For reference, they raised ~$1.56B via STRC in March. That is a DOUBLING in one month's time. The dividends are going to semi-monthly in July. To be EXTREMELY CONSERVATIVE, let's slow the growth rate and imagine it takes them another 3 months to double their issuance rate. That would mean by July 15th, they are raising $3.2 billion every two weeks. $6.4B/month out the door. NOW... the two bearish assumptions: 1% growth in STRC every month for a decade. That's correct. 1% month-over-month growth. ZERO MSTR issuance acquiring more Bitcoin. 25% BTC CAGR - modest by Bitcoin standards, less than power law. By Year 10, this is what happens: ▸ 7,082,138 BTC ▸ 33.7% of the entire 21M supply ▸ BTC at $700,215 ▸ Stack worth $4.96 TRILLION ▸ $1.47T issued to get there Strategy trades $1 of dollar-denominated dividend obligations for $3.37 of sound money. Twice per month. Forever. The fiat system voluntarily funds its own replacement and calls it "yield." Boomers parking retirement accounts in STRC for a 10% coupon. Insurance companies stuffing NAIC-approved preferred into the balance sheet. Pension funds reaching for a sliver of safety in a sea of negative real rates. They're not buying Bitcoin. Of course not. They'd never. They're just… selling their dollars for Bitcoin exposure wrapped in a CUSIP that lets them pretend it's fixed income. The beautiful part: the faster Saylor prints STRC, the faster the dollar dies, the more BTC he buys, the less BTC exists for anyone else to buy. Every preferred share issued is a tombstone. Every dividend paid is a funeral procession. Every month the spreadsheet updates and Wall Street hands him the shovel. 33.7% of all Bitcoin. One balance sheet. The great absorption isn't coming. It started. Now model in the actual growth rate of STRC and factor in MSTR sales. This is why Strategy will be the most valuable company in the world.

@titlejt Saylor paying for your vacation 😎

☺️💗💦☀️ #Janicexshot

@AdamBLiv @Mitch_BTC21 General, really admire you are so excited about them every day 🚀hard to sleep even to think about what they can become😝

The Strategy endgame is so far outside normal corporate finance that people still try to analyze it with the mental software they used for buybacks and treasury ladders. If Strategy reaches 3,000,000 BTC by 2030, and Bitcoin is $500,000, that is a $1.5 trillion NAV. That is bigger than Berkshire’s cash and T-bills. Bigger than Apple’s cash + marketable securities. Bigger than Alphabet’s. Bigger than Amazon’s. Bigger than Microsoft’s. In fact, it would be larger than those five combined. Berkshire: ~$373B Apple: ~$145B Alphabet: ~$127B Amazon: ~$123B Microsoft: ~$95B Combined: ~$863B So the endgame is not “Strategy becomes a company with a lot of Bitcoin.” The endgame is that Strategy becomes a capital singularity, a publicly traded black hole of pristine collateral sitting on a sovereign-scale reserve asset. People still think Saylor is buying Bitcoin. He is buying a future where one corporate balance sheet holds more hard capital than the old regime’s most liquid giants combined. This is all within a few years. STRC is the singularity. BUCKLE UP, KIDS.

@SteveUrkelDude Peace talks on the line 😂

Happy Monday friends, should be another exciting week in the markets.. looking forward to it! Hope you have a great day!

@Liathetrader 🚀

$BTC we have now seen higher lows and higher highs. The next target - $80k

@cantonmeow Consider buying some sushi 🍱 and sleep some nights in this Tokyo hotel 🚀

Remember #MetaPlanet? 3350, $MTPLF ticker in Japan shown here. Warned about 0.786 as strong resistance. Warning now about 0.5 being strong support. I ain't buying this, but it could be an amazing buy here compared to 9 months ago at resistance, if you're into it still.

@AdamBLiv I am looking forward to that as well 😝

Would love to see Strategy announce a 25,000 Bitcoin purchase along with scaling of the USD reserve tomorrow. STRC is going to blow binds next month. Semi-monthly dividends will increase liquidity and demand. SATA will also become semi-monthly and allow digital credit investors to get weekly dividend payments. The volatility will continue to get crushed. The credit quality of Strategy will strengthen tremendously. Investment grade credit rating is inevitable, unlocking the true oceans of capital to flow to Bitcoin. The S&P 500 will be forced to admit Strategy and once that happens, the passive flows and demand for digital credit will drive Bitcoin to $1 million and beyond. The next few years are going to be CRAZY, starting NOW. BUCKLE UP, KIDS.

@HermesLux That would be insane 🌋

23k Bitcoin for sure but let's go with 30k+ Bitcoin this week.

@ToruMasukawa Captain arrived too early 😝

何も頼まない訳にいかないので、枝豆だけ頼んでみた… 13人分の鍋🍲用意してもらっているから、誰かいないとお店の人不安になるかと思って来たが… 俺が不安になってくるさ😨

今夜は台湾の友人たちと鍋🍲の予定なんだけど、渋滞やらでまだ誰も来ないので、一人で始めることにします😭 よかったらメッセージベースで話し相手になってくださいね🍀

@ToruMasukawa Feels great to be a big boy 👍

電車でトイレ🚻探していたら… 車掌さんから「男子はあちらにあります」と案内していただきました。 「男性」ではなく「男子」と言われてなぜかテンションが上がった⤴️ 「男子」って言われたの、学生の時以来かも〜🎶

@SteveUrkelDude Mmmmm

@TheProfInvestor I was just back from the gym 😝

Go for a walk Turn off your phone Focus on work Go to the gym Do anything but be chasing stocks after market rallied 15% and is short term overbought. Say it, and promise yourself this.

@AdamBLiv LFG General 🚀

What's funny is that this is literally nothing. Excited to hold for 5+ years, it goes to $8,000, and I am totally insufferable the entire way.

MSTR +10% BTC + 3% MSTR IS AMPLIFIED BITCOIN

@HermesLux @_Adrian Already past it sir 😝

@_Adrian I predict $160+ EOD. GUARENTEED!

$MSTR - No price predictions, just shut up...

@TheProfInvestor For now 🤭

STRAIT OF IRAN IS FULLY OPEN. DJT

@MarketMaestro1 End of the drama, at least over this weekend.😝

thank you Mr. President!

@SteveUrkelDude Plus understanding how Trump posts can manipulate markets 😂

Trading is not difficult imo.. you have to have a fundamental understanding of price and trend, key levels & and a system. This can be learned. Hard work, emotional control, patience on the other hand..

@AdamBLiv Thanks General MSTR 🫡😎

Summary of MSTR bear stupidity: 1. MSTR shareholders are buying MSTR because they think Bitcoin is going up, and they want amplification 2. The bear, who doesn't even own shares, is whining that common stockholders are being diluted to pay STRC dividends 3. The MSTR shareholders accept this mechanism for amplification because they believe Bitcoin will outrun the cost of capital to buy more Bitcoin, because they bought amplified Bitcoin in the first place 4. The bear is forced to ignore what happens to MSTR with 35% Bitcoin amplification when Bitcoin goes up 5. The bears have to argue in a vacuum, in a world where Bitcoin never goes up EVER, which would obviously contradict why anyone would buy MSTR, see step 1. Thanks for attending this remedial seminar.

@ruth_capital He loves UFC 😂

@WhiteHouse does China know?

“China is very happy that I am permanently opening the Strait of Hormuz. I am doing it for them, also - And the World. This situation will never happen again. They have agreed not to send weapons to Iran…” - President Donald J. Trump