DenitoBembito

You're going down, Coffeezilla

@ChuckFBass Nicholas Singleton heading for this role

NFL offseason doesn't start until we hear "the Deebo Samuel role" Former Deebo Samuel role award winners: Curtis Samuel Laviska Shenault Rondale Moore (RIP) Malachi Corley DJ Moore Savion Williams Velus Jones Jr. Jayden Reed Cordarrelle Patterson Antonio Gibson Kadarius Toney

@DenitoBembito It’s going so well

Man I forgot about this guy. Let’s drag him for a bit 😎

Strategy got Extremely Lucky? No. Execution is Answer. Raised $5B in 2026 after this week, x10 more than @comic thinking Strategy raising $500m from $STRC being impossible. Silence the Bears - Saylor

The people fading Omar Cooper Jr. wear T-Shirts when they go swimming

@BitPaine @HermesLux

@HermesLux If that happens I’m buying short duration OTM $MSTR calls

ex div day is live on $STRC I bet we recover by the end of the week.

@elonmusk Can we get a nice big seven seater please 🙏

Tesla Semi

@TheBTCTherapist The economy is in shambles right now. People aren’t selling because they want to. They’re selling because they have to. If you’re in a situation where you can buy right now, be grateful. I know I am 🙏

So Michael Saylor buys over 20,000 Bitcoin worth $1.5 billion in 2 days by himself and price is still only at $74,000. And you don’t think we need to be worried about paper Bitcoin? Math doesn’t check out.

Lawrence also had more time in the system which was making him more comfortable. Hunter was picking up steam right before the injury. It’s a messy situation and everyone is going to dig in on their priors. Odds are the coaching staff doesn’t even know exactly how it will play out until at least after camp.

@GuruFantasyWrld Hunter and Thomas are “better” than Washington and Meyers but that doesn’t mean they’ll produce more for fantasy purposes. Like it or not the Jags were better with the offense going through Washington, Meyers and Strange so why not have Hunter play more defense

“Parker Washington is a better WR than Travis Hunter” that’s why he had 1 single 100-yard game in his first 39 career NFL games. Because he’s so good…

@ZynxBTC Especially when Digital Credit has been created to be an apples to apples replacement in terms of cash flow.

The best trade in the world right now is rotating from Real Estate to Bitcoin. I don't see a world where rapidly falling birth rates, increasing taxes and appetite for mass immigration declining will lead to the same gains seen over the last 30 years. The Great Rotation.

She’s tap dancing Metallica’s Master of Puppets. 🤘🏻 Credit: Ariel Hyatt on FB.

@AdamSimecka Hard times make hard sells. Pray for those who are selling their bitcoin to us.

Saylor: "I just bought over 1 month's supply of the entire bitcoin supply in a single day." Bitcoin: "I think I'm going to go down."

@BitPaine @saylor It really is a crazy comeback story. He will go down in the history books with the other great innovators of our time.

Yeah, I’m thinking this is @saylor’s iPhone moment. I think very few can properly conceive of what this means for him. Being the poster child of the dot-com bubble, both on the way up and the way down. Building a solid company but watching many of his contemporaries continue up 100x while he almost lost everything. And then you just… keep going… for decades. Knowing you can do it - just waiting for your chance. Then COVID and ZIRP hit, and your back is against the wall, confronting the injustice of central banks, the embedded unsustainable growth obligation and Big Tech monetary privilege, fighting for the survival of the thing you built. Then finding Bitcoin, and realizing, like so many of us, that Bitcoin is Hope. And I think that actually, when all is said and done, $STRC is going to be a bigger deal than the iPhone.

@NBABabySecret Absolute banger!

@lakegenevalouis @JesseKellyDC It’s either that or watch the interest payments become the largest item on of the budget. They don’t have any choice to manage the debt without bringing rates back down. Unless you believe we’re going to get double digit GDP growth in the near future.

@DenitoBembito @JesseKellyDC Never gonna happen.

It’s not that I have any plans to move, but it occurs to me that I’ll be in this house the rest of my life because I’m never getting a sub 3% mortgage again.

@BigpictureBTC @MikeFor44857211 A good starting point would be to track the historical correlation between MSTR-MNAV-BTC price. That will give a much better understanding of how to forecast for scenarios where STRC runs as hot as you have it doing so for your assumptions.

@DenitoBembito @MikeFor44857211 Please correct it for me then. I sourced all data from Strategy website/corporate filings.

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….

@MikeFor44857211 @BigpictureBTC Lol no. This is horrible napkin math with totally mismatched assumptions.

@BigpictureBTC True North fanbois are bewildered …

@BigpictureBTC $543 listed as the very bullish scenario when they will have significantly more BTC on their balance sheet in this scenario is either ignorant or dishonest.