Jeremy wolfsteller

@TheBTCTherapist They sure are!

STRATEGY IS MELTING FACES

@scottmelker I remember this with IBIT and it started the BTC bear drop over the next several months

MORGAN STANLEY HEAD OF DIGITAL ASSET STRATEGY AMY OLDENBURG ON $MSBT DEBUT: "OUR BEST FIRST DAY OF TRADING FOR ANY OF OUR ETFS,"

@saylor @BitStrategy21 @Strategy STRC is nice but your common is where everyone is betting. You should somehow reward your angel investors🪽

At par or better all day. $305M of liquidity. $STRC

@EddyGonzeles @DonWedge Beat your meat before you eat!

@DonWedge Retrace hard, shake out the vaccinated, god candles to new ATH.

What do you think bitcoin will do now?

@bariksis Has blocked me when I confronted him😬🤡

Can someone explain why Benjamin Cowen only goes quiet when the market goes against him? He would be flooding the timeline right now if the markets were collapsing. Interesting 🤔

@thepowerfulHRV First time MSTR has dropped 85% in 14 months.

Me: I think MSTR is a good stock The comments section:

Bitcoin Treasury Company "Nakamoto" is now down 99.4% from its peak. $10,000 invested in $NAKA last year is worth just $60 today.

@TedPillows Worse than MSTR? Wow

@CryptoWendyO You just loss 10,000 followers that thought they had a chance😆🤣

I love being called a single mom on the internet when I simply just don’t share many personal things about myself because there are weirdos on the internet.

@TedPillows He has to- nobody else wants it right now

Michael Saylor's Strategy has purchased almost $72,000,000 in $BTC today. Saylor is single-handedly pushing Bitcoin higher.

@thepowerfulHRV We are hoping. History on MSTR shows that once a bottom consolidates sideways for 6-8 months. So look to July - Sept to start making higher highs.

$MSTR bottomed Feb 5, 2026.

@OffshoreHODL @saylor Since when does a startup buisness lose $15B in a quarter?

Michael @saylor has invented a new $MSTR capital structure built on Bitcoin. Black-Scholes helped win a Nobel-linked economics prize because it gave the market a rigorous way to price options. That was a major breakthrough. But in my view, Michael Saylor may be doing something just as important in a different lane: He is not inventing a new formula. He is inventing a new capital structure. Black-Scholes helped finance better understand how to value contingent claims. Saylor is helping finance understand how to build enduring claims on top of an enduring asset. The core insight is simple: Most balance sheets are fragile because they mismatch the asset and the liability. They finance long-duration assets with short-duration debt. They finance volatile assets with liabilities that can run. They finance things that need patience with structures that demand immediate certainty. That is where things break. Saylor seems to have recognized something different. Bitcoin is an enduring asset. It has no issuer. It has no maturity date. It does not depend on the earnings of a management team. It does not expire. It does not get diluted by human discretion in the same way fiat systems do. If you believe Bitcoin is the best long-duration store of value ever created, then the next logical question is: What is the right liability structure to place against it? The answer is not ordinary debt. The answer is not a structure that forces liquidation at the wrong time. The answer is not something fragile. The answer is to build liabilities that are themselves durable. That is why the perpetual preferreds matter so much. They are enduring liabilities placed against an enduring asset. That is the breakthrough. Saylor is effectively asking: How do I transform Bitcoin from something people merely buy and hold into the foundation of a full capital stack? How do I create something for everyone? For the pure upside investor, there is common equity. For the investor who wants some blend of upside and income, there are convertibles and hybrid securities. For the income-oriented investor, there are the perpetual preferreds. This is what is so brilliant about it. He is not just buying Bitcoin. He is turning Bitcoin into financial infrastructure. He is taking digital scarcity and building a market structure on top of it. That is why I think history may look back on this as a much bigger idea than most people realize. And within that structure, I think STRF is the crown jewel. Why? Because every capital structure has one instrument where the risk/reward is unusually clean. STRF looks to me like that security. It sits in the sweet spot. It offers a serious cash yield. It is structurally simpler than the more equity-like instruments. It benefits from the strength of the broader capital stack being built around it. And it is tied to a company whose entire mission is to accumulate and capitalize Bitcoin in a way no one else has done before. If MSTR common is the ambitious engine of the system, STRF is the income anchor. If the common is for those who want maximum torque, STRF is for those who want the cash flow generated by that architecture. The crown jewel. Not because it is the flashiest security. Because it may be the purest expression of what the system is trying to become: A durable yield instrument sitting on top of a durable asset strategy. That is very different from traditional finance. Traditional finance often takes weak assets and wraps them in layers of leverage until they look safe. Saylor is trying to do almost the opposite. He is taking what he views as the strongest asset in the world and issuing different claims against it for different investor needs. That is a very Rockefeller-like move. Very Morgan-like. Very much in the tradition of the great capital architects who understood that the real genius is not only in owning valuable assets, but in creating the right securities around them. Black-Scholes helped the world price volatility. Saylor may be helping the world understand how to capitalize digital scarcity. Black-Scholes gave finance a formula. Saylor may be giving finance a template. And if this model holds up over time, I think people will eventually realize that Strategy was not just another public company buying Bitcoin. It was the first serious attempt to build the Bitcoin yield curve and the Bitcoin capital markets stack inside a single corporate structure.

@crypto_banter That Bloomberg dude is on the wakie tabaci

An analyst just called for $BTC to drop to $10K. Another called for $100K by year end. Who do you believe and why? 👇

JUST IN: FEBRUARY HEADLINE PCE INFLATION UNCHANGED AT 2.8%, IN LINE WITH EXPECTATIONS CORE PCE INFLATION AT 3%, IN LINE WITH EXPECTATIONS

@crypto_banter @RiskTakers000 @alessandrorisk @mikemcglone11 This guy going to look pretty dumb if BTC doesnt drop to anywhere close. No more Bloomberg…

" $BTC to $10,000" 👀 [Full @RiskTakers000 pod link with @alessandrorisk & @mikemcglone11 in the comments]

OMG!!!!!!!!!

TREASURY SECRETARY SCOTT BESSENT: "IT IS TIME FOR THE SENATE BANKING COMMITTEE TO HOLD A MARKUP AND SEND THE CLARITY ACT TO PRESIDENT TRUMP'S DESK."