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AA ⚡️

@AAStack

Escaped the 🐀 Race (Retired at 39) Family | Bitcoin | Freedom🇺🇸 | Check out https://t.co/vV2M2WKNsz the best tools ⚒️ for Bitcoiners.

Cyber Manhattan Katılım Mayıs 2017
5.4K Takip Edilen15K Takipçiler
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AA ⚡️
AA ⚡️@AAStack·
Choose a Side ⚡️
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CsquidCo
CsquidCo@cellarSQUIDc·
gm. It's been said that #bitcoin is a humbling & character-building experience To me, it underscores our responsibility to deal more kindly with one another & to preserve & cherish the pale blue dot the only home we've ever known.
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Adam Livingston
Adam Livingston@AdamBLiv·
It is time to COOK the BEARS. I am having ROASTED BEAR for dinner this weekend:
Adam Livingston@AdamBLiv

🔥TACTICAL NUKE ON MSTR BEARS🔥 It is genuinely hilarious how misinformed the average person is about Strategy. The low IQ doomer slop is everywhere... and Strategy has literally never been raising MORE MONEY... even in the midst of a 50% Bitcoin price correction. This isn't even my opinion... it's just math. We are 112 trading days into 2026. Let's use the pace of capital raising for every year since 2021. Using January 1st to the 112th trading day of each year: 2021: $1.518 billion raised 2022: $204.6 million raised 2023: $339.0 million raised 2024: $1.512 billion raised 2025: $13.929 billion raised 2026: $14.276 billion raised Average capital raised per trading day for those periods: 2021: $13.6 million 2022: $1.8 million 2023: $3.0 million 2024: $13.5 million 2025: $124.4 million 2026: $127.5 million The company is raising MORE MONEY and BUYING BITCOIN faster than EVER BEFORE, yet the near consensus among the doomer boomer morons is that this somehow ISN'T WORKING. Imagine that. Raising $127.5 million per trading day on average in 2026... and their monthly dividend bill is $142.5 million. So they are raising 89.4% of their monthly dividend bill EVERY TRADING DAY on average. What do you think the rest of the month's capital raising is going to? More Bitcoin at historically cheap prices. On top of that, we currently have 0.00145111 BTC × $63,959.86 = $92.81 NAV value backing each share when adjusted for the ENTIRETY of the capital structure. The stock is at $112.53. $112.53 / $92.81 = 1.21x true CEBE mNAV. Over the last month, the market has traded 414.4 MILLION MSTR shares. $54.75 BILLION WORTH. They TRADED more than the OUTSTANDING VALUE of their Bitcoin hoard. Do you realize how crazy that is? You cannot ignore this LIQUIDITY ADVANTAGE. On average MSTR traded $2.61 billion per day in daily dollar volume. Their monthly dividend as a % of their monthly dollar volume is 0.260%. They need to raise $6.79m per trading day to pay the dividends. Remember, they are raising $127.5 million per day on average. So in terrible Bitcoin market conditions, they are already raising 18.78x of what they NEED to... before ever tapping their USD reserve or Bitcoin hoard to pay the dividends. And remember, ALL MSTR sales for CASH and BITCOIN are ACCRETIVE at these price levels because of the 1.21x CEBE mNAV. On top of that, STRC has had a POSITIVE total return ever since the IPO while Bitcoin is down 50%. The critics will complain that is cherry picking, FINE: STRC has outperformed Bitcoin 84% of time, out of EVERY POSSIBLE TIME HORIZON since the STRC IPO. So.... let us review: 1. DEEP LIQUIDITY? CHECK. 2. CAPITAL ACCESS? MORE THAN EVER - CHECK! 3. Common Equity Bitcoin Exposure accretion? CHECK! 4. DIVIDEND COVERAGE? MULTIPLE DECADES! CHECK! BULLISH $MSTR BECAUSE IT'S OBVIOUS TO ANYONE WITH A FUNCTIONING BRAIN.

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Brandon Wealth 🇨🇦
Brandon Wealth 🇨🇦@BrandonWealth·
Parents basement is flooding It’s raining to much here in Montréal Send over some good weather
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₿ Cuz
₿ Cuz@Bcuz21·
Hope you’re having a beautiful weekend.
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Mark
Mark@TheOnionCo·
@AAStack 100% watch the actions and not listen to the words.
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AA ⚡️
AA ⚡️@AAStack·
The guy filming YouTube videos from his bathroom with 278,000 subscribers and dismissed the Social Network effect trade in the early 2000s is explaining why Michael Saylor doesn’t understand capital markets. The Standford Grad that created 58 different meme coins is explaining why Saylor’s strategy won’t work. The guy who bought his first 0.03 BTC in 2024 and added BIP 110 to his username last week is explaining risk management. The self proclaimed CEO whose company hasn’t done shit for a year is explaining corporate finance. Meanwhile, Michael Saylor founded a public company in 1989 at just 24 years old and ran it for more than three decades. He took it public, survived the dot-com crash, experienced billion-dollar gains, billion-dollar losses, SEC scrutiny, multiple bear markets, debt markets, equity markets, and now oversees one of the most scrutinized capital allocation strategies on Earth. You don’t have to agree with Saylor. You don’t have to buy MSTR. You don’t have to like the strategy. But some of the loudest critics have never managed a public company, never raised capital, never navigated a market crisis, never met a payroll, and never had a billion dollar decision to make. Experience doesn’t guarantee you’re right. But pretending experience doesn’t matter is how amateurs convince themselves they’re experts. Stay Vigilant 👊
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Zynx
Zynx@ZynxBTC·
@AAStack This needs more attention.
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AA ⚡️
AA ⚡️@AAStack·
Most people quit because they cannot tolerate the invisible phase. They want the tree without the roots. The harvest without the planting. The reward without the waiting. But wealth has always obeyed the same ancient law: What compounds slowly eventually moves faster than anyone believes possible. The miracle is not the growth. The miracle is staying long enough to see it. ₿🌱
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AA ⚡️
AA ⚡️@AAStack·
If your goals are uncommon, expect your journey to be uncommon too. Few people will understand your sacrifices. Few people will share your vision. That’s why the road to extraordinary results is often a lonely one. 👊
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SatoshiNagonnaWorkHereAnymoreAnyway
@AAStack I’m holding my big ol’ bunch of MSTR shares since Jan 2023. I’ll be holding my big ol’ bunch of MSTR shares in 2043. I’m going to enjoy watching this oak tree grow.
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⚡️₿ŤĈ_J̌ĘÐï⚡️
The best thing about Bitcoin is calling everything fake and gay and retarded Change my mind
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AA ⚡️
AA ⚡️@AAStack·
The average millionaire doesn’t hit 7 figures until age 49. Meanwhile, X has 23 year old FinX Bros calling themselves financial gurus because they caught one lucky trade. Ignore the noise. Build patiently. Compound relentlessly. Let time do what hype never can. ₿
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AA ⚡️
AA ⚡️@AAStack·
Fuck X. I’m moving to LinkedIn. At least over there people insult you professionally.
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Nurse HODL
Nurse HODL@Nurse_HODL·
Day 19: 100 pushups daily until Bitcoin gets back to $100k
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Zynx
Zynx@ZynxBTC·
The self importance behind this is staggering. As if Bitcoin needs him, or anyone else, to police who is allowed to participate in the network. The constant need to define an in-group, gatekeep who is a real Bitcoiner and talk shit about anyone integrating Bitcoin into the existing financial system is genuinely embarrassing. "Toxic" Bitcoin maximalism was never about gatekeeping the network, it was about recognising that Bitcoin is the only "crypto" asset with genuine value and utility. Somewhere along the way, these guys appointed themselves the authority on correct and incorrect use of a network explicitly designed to need no authority. Oh the sweet irony. Bitcoin becomes more useful, not less, when it is worth $10 million a coin and millions of businesses worldwide hold it as a corporate treasury asset. Self custody, corporate treasuries, ETFs, nation state reserves. All of it strengthens the network. Unfortunately for people like Kratter, they will need to accept that most of the Bitcoin in existence will end up in the hands of capital allocators. It's time to grow up and recognise the world for what it is, not for what we want it to be. For the record, Saylor has done more for Bitcoin adoption than any of you.
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