Donald O’Keefe
657 posts
You want to buy an amplified BTC Treasury at less then 1.5X MNAV while Bitcoin is below the power law trend.
-Dan
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@hillery_dan @KobeissiLetter Some would say “Risk is mispriced.”
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@KobeissiLetter Equities carry much more risk than people are willing to consider.
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BREAKING: Microsoft stock, $MSFT, falls -5% after announcing that its OpenAI license will now be nonexclusive and it will no longer pay revenue share to OpenAI.
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Strategy buying Bitcoin
Strive buying Bitcoin
Metaplanet buying Bitcoin
Smarter Web buying Bitcoin
Right on time for Paper Bitcoin Summer 2.0
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@hillery_dan @WubbaBtc Polar opposite investor pools
Boomers will not be porting their portfolios into MSTR Common when BTC flips into a bull market
Only 40 and under degens (me)
They will keep collecting that STRC yield and buy more since they will have even more dividend coverage in a bull market
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@WubbaBtc I can safely say that STRC money would not otherwise be in MSTR or Bitcoin.
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The most consequential week in STRC history.
MSTR ATM was kept relatively low at 366MM.
STRC did the lion's share of the purchase at 2.17B.
So long as the market cap of STRC continues to grow,
there will be no lack in demand for STRC leading up to the ex-div date since there will be overnight yield.
The result, we will see these types of buys every two weeks.
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Donald O’Keefe retweetledi
Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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Donald O’Keefe retweetledi
Donald O’Keefe retweetledi
the sports betting markets (they're not "prediction" markets) have to be banned. there is no other way.
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@hillery_dan @kejca Gradually then suddenly
Oh and after they will call you “lucky”
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@kejca This guy is onto something here. Anything worth doing takes lots and lots of time.
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Charlie Munger: "Lots of luck if you're an impulsive person who has to be gratified immediately. You're probably not going to have a very good life — and we can't fix you."
"The demand for immediate gratification is the way to ruin — and it may also give you syphilis." 💀🤣
"It's obvious that deferred gratifiers do better over the long pull than these impulsive children who have to spend money on Rolex watches and other folly."
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@AdamBLiv The train is leaving with or without you
This isn’t priced in either
Long MSTR common here while everyone is enamored by STRC
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It really seems as though Strategy is going to buy a minimum of 50,000 Bitcoin per month.
The machine is this powerful in the depths of a Bitcoin bear market, you people aren’t prepared for a Bitcoin bull.
Things are about to get crazy.
STRC will bid Bitcoin to $1 million.
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@hillery_dan Normies knee jerk reactions when reading this is that you are bull posting and they don’t realize S&P 500 will also be 25k+ as monetary debasement ramps up by 2038
This is the base case
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@hillery_dan The reflexivity of the preferreds in a bull market not priced into the common stock imo
Next bull market will be a true super cycle from STRC alone
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STRC will do 500MM of volume per day in a bull market
and buy unlimited Bitcoin.
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@btc_overflow Ageed.
Also, 1x mNAV is the floor.
Load up on MSTR at 1x mNAV & wait for next blow off top (2-3x mNAV)
Rinse & repeat
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I've seen many price models for $MSTR and BTCTCs. The almost universal flaw is failing to factor in the likelihood that mNAV will be cyclical. In a bull market people believe it will never go down or slowly decrease over time. In a bear market they think it will never rise again.
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Donald O’Keefe retweetledi
more space for machines to work than space for humans
seems relevant
x.com/Hedgeye/status…
Hedgeye@Hedgeye
🚨 Datacenter spending set to overtake office space for the first time
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Donald O’Keefe retweetledi
Donald O’Keefe retweetledi
Alright, some big news...
After selling a significant chunk of my Bitcoin stack at $97k in November, I just made my first DCA purchase at $67.2k.
This was 20% of what I sold in November.
I am prepared for this purchase to fall -30% or more.
But it's a good spot for me to add.
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@AdamBLiv Sometimes I see the engagement on posts like this and I am totally blacked pilled
Please let these be bots
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WTF even is this? Who would invest in something they don't believe in?
How is this different from any other asset?
Bret Weinstein@BretWeinstein
We need a secure, decentralized, denationalized cryptocurrency. The problem with discussing Bitcoin in this context: It is impossible to distinguish those who believe in it and are therefore invested, from those who are invested in it and therefore believe.
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