Jonathan

@SawyerMerritt 2.5 miles is way too far

With FSD V14.3 and after, the car consistently moves into the right lanes 2.5 miles before your highway exit. As you can see below, the moment the car is under 2.5 miles from the exit, it turns on the blinker. I have been able to consistently repeat this. With previous versions of FSD, it would often wait until the last minute. No more anxiety from last second exit merging lol. (video sped up)

@Z06Z07 I am trying to buy at 100 and can’t. Crazy but I don’t want to pay the extra penny per.

Looks like $STRC can buy $2B+ of Bitcoin this week. See lower right corner. tnorth.com/tools/strc-atm…

@Z06Z07 Similiar to this:

@Z06Z07 Nope it’s still off because they aren’t making .10 per $1. That would mean they are making 10% from a 1% move. The easier way to display would be using # of strc shares instead of $ amount. For every 1 share they make .10 cents from 99.90 back to 100.

@kunle_aremu @FearedBuck He had no choice.

@FearedBuck At least he owned up, apologized, and took the video down but an apology doesn’t undo that kind of damage. False accusations like that can stick forever.

Vitaly issues an apology after a p—phile sting gone wrong, where they repeatedly accused the wrong man of being a p—phile. “My team and I mistakenly portrayed Akash Singhania as a child pred*tor. This was a mistake that I deeply regret. He never intended to meet a minor and has been cleared of all wrongdoing. I apologize to Mr. Singhania, his family, his friends, and anyone else affected by this mistake. To be clear, the work we do to expose predatory behavior is of the utmost importance, but in doing so, we cannot lose sight of the truth. I have removed the video from all my accounts, and I ask that anyone who has saved it please do the same. Though I never encourage anyone to attempt to contact any person in my videos, I ask that anyone who is attempting to contact Mr. Singhaniacease at once. This was a learning experience for my team and me, and we will ensure that we remain committed to the truth, as we always have.” (via: Vitaly on Kick)

@BigpictureBTC They can also issue strc to buy back mstr shares. They can continue to pivot and make changes.

Strategy (MSTR) Preferred Dividend Burn Math. The Bottom Line: At its current growth rate, Strategy will exhaust its $2.25B preferred dividend reserve in 9 to 10 months. If ATM issuance continues compounding at this pace, dividend obligations will hit nearly $700 Billion in 2.5 years. Even if the $MSTR share price skyrockets back to its previous all-time high of $543, the company would still have to dilute common shareholders by nearly 400% just to pay the preferred yields. Here is the exact math using official SEC filings and live corporate dashboards. 1/ The Starting Line Feb 5, 2026: Q4 Earnings 8-K announced a $2.25B USD Reserve (effective Feb 1) to fund "2.5 years" of preferred dividends. Today is April 13, 71 days later. 2/ STRC Variable Burn STRC obligations grow dynamically via ATM issuance. •Feb 1: $3.4B Notional at 11.25% yield = $1,047,945/day. •April 13: $6.357B Notional at 11.50% yield = $2,003,142/day. •71-Day Average Cost: $1,525,543/day. Total STRC burned: $108.31M. 3/ Fixed Preferred Burn Based on Form 424B5 and Q4 filings: •STRE: ~$716.8M USD notional at 10% = $196,383/day. •STRD: $292.4M notional at 10% = $80,109/day. •STRF: $202.6M notional at 10% = $55,506/day. •STRK: $50.0M notional at 8% = $10,958/day. Total Fixed Burn ($342,956/day * 71 days): $24.35M. 4/ Remaining Cash Reserve Starting Reserve: $2,250,000,000 Less STRC Burn: -$108,310,000 Less Fixed Burn: -$24,350,000 Current Reserve: $2,117,340,000 ($2.117B). 5/ Exponential Depletion STRC grew from $3.4B to $6.357B in 71 days (86.9% absolute growth). Compound Monthly Growth Rate (CMGR): (6.357 / 3.4) ^ (30 / 71) - 1 = 30.06% monthly compounding. If 30.06% growth continues, starting with today's $71.36M monthly burn and $2.117B reserve: •Month 1: $71.3M burn ($2.04B left) •Month 4: $144.5M burn ($1.69B left) •Month 7: $305.7M burn ($933M left) •Month 9-10: Reserve exhausted. 6/ Cost to Regain 2.5-Year Runway What is the cost to refill a 30-month reserve? •Static (Stop Issuance): 30 months requires $2.14B. With $2.117B left, the deficit is $23.8M. Requires issuing 183k common shares at $130. •Dynamic (30.06% Growth Continues): The sum of 30 months of compounding dividend obligations is $699.7B ($699.4B STRC + $0.3B Fixed). Deficit: $697.6 Billion. 7/ The Price Target Illusion Strategy bulls will argue that the share price will be much higher by then, making the dilution negligible. Let's run the math on raising that $697.6 Billion deficit against a current float of roughly 333 Million outstanding shares. Here is the exact dilution required to pay the 30-month dividend bill at higher price targets: •At $130/share: 5.36 Billion shares issued (1,609% dilution) •At $200/share: 3.48 Billion shares issued (1,045% dilution) •At $300/share: 2.32 Billion shares issued (696% dilution) •At $400/share: 1.74 Billion shares issued (522% dilution) •At $500/share: 1.39 Billion shares issued (417% dilution) •At $543/share (Previous ATH): 1.28 Billion shares issued (386% dilution) Conclusion: Even in a hyper-bull scenario where MSTR reclaims its previous ATH of $543 per share, maintaining this 30% monthly ATM growth rate requires nearly quadrupling the outstanding share count just to pay the preferred dividends. If ATM issuance halts, Bitcoin accumulation stops. If issuance continues, the math dictates hyper-dilution regardless of the stock price. Unless he starts selling their BTC in which case the narrative and model collapses… It seems a vast majority of MSTR shareholders don’t understand what they’re cheering for. From a common shareholders perspective, $STRC should not be viewed as Digital Credit, but rather Digital Kamikaze….

@rektmando 11.5 interest is temporary. itll come down.

Saylor has lost it with this logic. He has now issued $10b+ of preferred stock at 10-11.5% and has capacity to issue $25b more. That means a dividend bill of $1-4b EVERY YEAR on a software business that makes no cash. He has pre-funded some of this bill for the next year by issuing common stock - but with the amount of preferred shares printed each week this is going to run out. The only option for this capital structure long term is either issuing $1-4b of common stock every year, turning off the dividend or selling BTC. This is now a timebomb.

@1914ad @claudeai ??

@claudeai I’ve cancelled all services and by the 16th intend to uninstall all Anthropic software. I can’t begin to express my disappointment over this entire episode. We were lied to and stolen from! I don’t intend to let it happen again.

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@hillery_dan Why more important then Ibit?

I will argue that MBST will be as important as all the other Bitcoin ETF's combined.

@Ryan_Shea_1 @CrisReed Exactly. Saylor never stops thinking. If this plan doesn’t work, he pivots. That’s what he does.

I think its disingenuous to declare strategy has two options if they are unable to sell any more common stock or preferred stock. Traditional financing, another convertible loan, selling options, lending out bitcoin, and on and on. They have many options before selling Bitcoin. Many that I cannot even think of.

“Every time you’re creating STRC, you’re more and more turning MSTR into a memecoin.” - Darkside discusses his thought process on STRC and how some on Wall Street sees the MSTR complex

@wokerandomism @TesDrivenAI @Tesla_AI That’s also not correct. I will have 30 dings in a ride. But it’ll make you put pressure on the steering wheel every few dings. If you avoid that then it’ll require you take over, but still no strike. It’s only if you avoid the take over for a period of time that you get one.

@TesDrivenAI @Tesla_AI That's the point! A few dings and you can't use it for the rest of the drive. 5 strikes and you can't use the feature for the week. I barely use the feature for 3 days and then it's gone for a week.

New release of FSD Supervised now starting to roll out This update brings 20% faster reaction time to further increase safety, among many other improvements Full release notes below Full Self-Driving (Supervised) v14.3 includes - Upgraded the Reinforcement Learning (RL) stage of training the FSD neural network, resulting in improvements in a wide variety of driving scenarios. - Upgraded the neural network vision encoder, improving understanding in rare and low-visibility scenarios, strengthening 3D geometry understanding, and expanding traffic sign understanding. - Rewrote the AI compiler and runtime from the ground up with MLIR, resulting in 20% faster reaction time and improving model iteration speed. - Mitigated unnecessary lane biasing and minor tailgating behaviors. - Increased decisiveness of parking spot selection and maneuvering. - Improved parking location pin prediction, now shown on a map with a (P) icon. - Enhanced response to emergency vehicles, school buses, right-of-way violators, and other rare vehicles. - Improved handling of small animals by focusing RL training on harder examples and adding rewards for better proactive safety. - Improved traffic light handling at complex intersections with compound lights, curved roads, and yellow light stopping – driven by training on hard RL examples sourced from the Tesla fleet. - Improved handling for rare and unusual objects extending, hanging, or leaning into the vehicle path by sourcing infrequent events from the fleet. - Improved handling of temporary system degradations by maintaining control and automatically recovering without driver intervention, reducing unnecessary disengagements. Upcoming Improvements - Expand reasoning to all behaviors beyond destination handling. - Add pothole avoidance. - Improve driver monitoring system sensitivity with better eye gaze tracking, eye wear handling, and higher accuracy in variable lighting conditions.

@XFreeze @elonmusk Were you typing in the responses or talking but we couldn’t hear? If typing then not as impressive. If talking then maybe impressive if we could hear the delay ourselves.

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@comic @JP_2k9 @HermesLux By that logic index funds require zero skill too, yet Vanguard manages $10 trillion. Complexity isn’t what makes something valuable. Results are. And shareholders who bought in early aren’t complaining

@CopyCattan @JP_2k9 @HermesLux Effective for who? The company? Sure. It requires zero skill or defensibility. Effective for shareholders? Yeah… absolutely not. It’s much more effective to build a profitable company and buy bitcoin with a % of profits.

MSTR bought another 4,871 BTC; now holds 766,970 BTC, or 3.65% of the total BTC supply: $MSTR ATM = $144M/ 300% $STRK ATM = $0M / 0% $STRF ATM = $0M / 0% $STRD ATM = $0M / 0% $STRC ATM = $329.9M / 70% Total ATM = $473.9M / 100% The $144M in MSTR ATM was used to pay dividends.

@Brennan_BTC22 @BitcoinTeacher_ He is definitely adding counter party risk. But the question then becomes how much? You don’t think he is being conservative?

@comic @JP_2k9 @HermesLux It’s very effective. I wish I could do it.

@JP_2k9 @CopyCattan @HermesLux That’s their business model. Dilution.

@JP_2k9 @comic @HermesLux Their plan is to have a cash reserve for times when they don’t want to dilute.

@CopyCattan @comic @HermesLux Makes perfect sense. Why dilute more when you’ve already done it?

@comic @HermesLux The cash on hand came from dilution also. So your point doesn’t make any sense.

@HermesLux I thought they had cash on hand for the dividends? Why are they diluting their common at $119 per share lmao

For those who did not receive the Bitcoin Intelligence Report that dropped this morning, here is the the PDF version. I believe this is becoming a very powerful, must have item for real Bitcoin accumulators and holders. It's pure signal. No fluff. Direct and keeps your finger on the pulse of what matters. drive.google.com/file/d/1a8Zcuh…

@JM_speakss Next year is far away. There is nothing to do right now. Just wait

My 36 year old best friend has half a bitcoin on exchange. He bought at 126k…using $60k of debt. Two lines of credit. Credit score…just over 700. Now his mortgage refinance is coming up next year. And the bank might force his hand. Sell the bitcoin, improve his credit score and secure a lower rate OR hold the bitcoin, risk a worse rate with a B lender, and keep the upside. Two completely different futures. He’s asking me for advice on what to do. What would you tell him if you were me?