Chezzy

3.2K posts

Chezzy

Chezzy

@ChezzyTreat

Bitcoin triple maxi, MSTR decuple maxi: MSTR will be the most valuable company on earth!

Katılım Aralık 2024
192 Takip Edilen337 Takipçiler
Chezzy
Chezzy@ChezzyTreat·
@saylor Need to find new investors for that. All original investors were liquidated by being levered to the teeth before the dump.
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Michael Saylor
Michael Saylor@saylor·
Our goal is clear: return $STRC to par.
Phong Le@phongle

I joined @kgreifeld and @RomaineBostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

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Chezzy
Chezzy@ChezzyTreat·
@mattvanswol Where is the Bitcoin reserve or the clarity act to make our country the worlds powerhouse? That's what I, and my fellow Bitcoiners care about right now!
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Matt Van Swol
Matt Van Swol@mattvanswol·
I don't think the GOP fully grasp how badly they are fucking up right now. I'm talking to people who normally have ZERO interest in politics who are legitimately pissed off. They are not seeing the major reform they thought would happen and are REALLY MAD about it. No true accountability. No true mass deportations. No meaningful decrease in the deficit. Lots of very long vacations and no work. No bills being passed that REDUCE the government involvement in their lives. I'm very worried the GOP is sleepwalking toward a midterm reckoning they don’t see coming. People are pissed off that they voted Trump into office and then the GOP continues to slow-walk every reform people want. Where are all the DOGE cuts that were promised? Where is the SAVE ACT? Why haven't we defunded the Taliban yet? Why are bills passing the House and then disappear in the Senate? Why are the GOP still funding Left-wing NGOs that target and hate MAGA Republicans? Why are members of the GOP pushing for mass amnesty instead of mass deportations? People are waking up and they aren't happy about it. People believed they were voting for the Trump agenda. and instead, many feel like they’re getting the same old Washington. If Republicans in Congress don’t start producing tangible results, they’re going to discover that frustration has consequences... ...And by the time they realize how deep-seeded that frustration is, it may already be too late.
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Adam Livingston
Adam Livingston@AdamBLiv·
🚀METAPLANET MEGA EXPLOSION🚀 Alright, kids. Time to dust off the bullishness. These sad sack models SUCK. Bitcoin is going to become to global monetary base and Metaplanet is poised to take incredible advantage of that situation :) ASSUMPTIONS: BITCOIN GOES TO $600,000 BY JULY 2030. $50 MILLION PER MONTH ISSUED IN PREFS AT 5% DIVIDEND RATE. mNAV GOES TO 2.0. At $600.00K BTC: Ending BTC stack: 58,246 ₿ Ending CEBE sats/share: 3,999 CEBE Sats Yield: 11.0% annualized Ending implied stock price: $47.99 Total return vs today: 2,937% Metaplanet only ends with 58,246 Bitcoin. LOL. But the stock 30x's from here. $48 MPJPY. A 30x for Metaplanet versus a 9.3x for Bitcoin. THE JAPANESE HOTEL COMPANY WILL REACH ETERNAL GLORY:
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Chezzy
Chezzy@ChezzyTreat·
@saylor Got to find new investors as all original investors were liquidated via leverage.
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Chezzy
Chezzy@ChezzyTreat·
@Strategy Original leveraged STRC investors were all liquidated. You are going to need new investors with capital to step in and get the price back up to par.
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Strategy
Strategy@Strategy·
A dedicated USD Reserve. A stronger foundation for Digital Credit. $STRC
Strategy tweet media
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Chezzy
Chezzy@ChezzyTreat·
@CJ_Bitcoin Original leveraged STRC investors were all liquidated. You are going to need new investors with capital to step in and get the price back up to par.
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Chezzy
Chezzy@ChezzyTreat·
@AdamBLiv Seems like all the STRC investors were liquidated and don't have the cash t buy back in. $STRC will need to find new investors to get the price back up.
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Adam Livingston
Adam Livingston@AdamBLiv·
🔥STRATEGY RAISES $450 MILLION - FULL BULLISH MSTR UPDATE🔥 Strategy is now up to $3 BILLION in cash! That is now over 20 FULL MONTHS of USD dividend coverage and over THREE DECADES of Bitcoin! Will STRC return to par? Will MSTR mNAV go back up?!? FULL IN-DEPTH BREAKDOWN HERE:
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Chezzy
Chezzy@ChezzyTreat·
@AdamBLiv Please make a deep dive video about $DDC. I know that they are a Chinese company but it might be worth buying some shares if their stock keeps dumping. They currently own 2,899 BTC but I can't figure out their debt, converts, etc. Maybe have @ddcnorma for an interview.
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Michael Saylor
Michael Saylor@saylor·
The Right to ₿ear Arms. $BTC
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Chezzy
Chezzy@ChezzyTreat·
@PunterJeff Here comes the MOAS! $GME $MMAT all over again.
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Chezzy
Chezzy@ChezzyTreat·
@AdamBLiv That being said, I am very bullish on the stock. I'm 100% invested in MSTR, ASST, & MTPLF and consider the recent dump a tremendous gift.
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Chezzy
Chezzy@ChezzyTreat·
@AdamBLiv They will have to figure out a solution to short sellers and liquidation attacks before being able to continue with such capital raises. The $STRC sales pitch to retail was stable price and high yield. How in the world will they manage to keep the price stable going forward?
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Adam Livingston
Adam Livingston@AdamBLiv·
Latest filings show Strategy has raised $15.495 Billion YTD. There have been roughly 125 trading days so far. That means Strategy is raising about: $123.96M per trading day Now compare that to the annual preferred dividend obligation: $1.763B per year Spread across the same 125 trading days, that’s: $14.10M per trading day $123.96M raised per trading day vs. $14.10M dividend burden per trading day. Strategy is outpacing its daily dividend obligation by roughly 8.8x, and that is before the appreciation of prior balance sheet assets... which is decades in dividend coverage. 2026 YTD capital raised equals about 8.8 years of preferred dividends.
Adam Livingston tweet media
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Danny Knowles
Danny Knowles@_DannyKnowles·
Is The Fed Lying About Inflation? | @jameslavish We discuss: - Kevin Warsh & the Feds next move - The inflation lie - The economic impact of AI - What the macro outlook means for Bitcoin Watch it here: youtu.be/k_M9SyuHuhU
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BitcoinTreasuries.NET
BitcoinTreasuries.NET@BTCtreasuries·
JUST IN: Strive $ASST CEO Matt Cole (@ColeMacro) just said, "Strategy $MSTR could become the largest company in the world if our #Bitcoin bull thesis plays out. They're building for the long term." "Zoom out and look at the bigger picture." 🔥🚀
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Adam Livingston
Adam Livingston@AdamBLiv·
It is IMPOSSIBLE to watch this video and be bearish on Bitcoin:
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Strategy
Strategy@Strategy·
Join us for our Q2 2026 Earnings Call on Thursday, July 30 at 5 PM ET. The call will be livestreamed on Zoom, X, and YouTube. $MSTR $STRC strategy.com/press/strategy…
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Chezzy
Chezzy@ChezzyTreat·
@saylor I personally don't touch the credit - all in MSTR ASST. Great move!
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Michael Saylor
Michael Saylor@saylor·
We have published our own credit model, allowing anyone to input BTC price, volatility, and ARR assumptions to evaluate model-implied BTC Risk, BTC Credit spreads, BTC Years of Dividends, and BTC Breakeven ARR. strategy.com/credit
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Michael Saylor
Michael Saylor@saylor·
Digital Credit is transparent because the principal market risk factor is Bitcoin, an observable, homogeneous asset. Analysts can assess BTC-related credit risk continuously, and investors can apply their own statistical models to inform valuation and trading decisions. $STRC
Michael Saylor tweet media
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Chezzy
Chezzy@ChezzyTreat·
@Strategy I was wondering why it wasn't made this way from the beginning.
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Strategy
Strategy@Strategy·
Bitcoin doesn't rest. Now, strategy.com doesn't either. Pre- and post-market price and volume, live across our securities. $MSTR $STRC
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