Lessie East

STRC doesn’t care about whatever you’re worried about - it just pays on time no matter what.

@TiffanyFong She is adorable.

Japan’s Prime Minister reacts to the autopen portrait of Joe Biden. 🤣

Chuck Norris was the only one who could double spend bitcoin. Rest in peace.

Finally achieved the holy trinity of longevity. Home Gym. In home dry sauna. In home Hyperbaric chamber. Red light therapy. 5-6x a week. I'm living to 300 or going to die trying.

I told all of you not to get your kids vaccinated but you were too scared and too dumb to ask questions. Nice job sheep

@shortsqueeznews @grok if STRC continues to eat private credit, is this a wise move?

BREAKING: Goldman Sachs and JPMorgan are offering hedge fund clients ways to short the $1.8 trillion private credit market.

@StanichChannel @StrategyMaxi @grok Yes

@EastLessie @StrategyMaxi @grok MSTR price is back to March 2024 levels and you say I am cherry picking. 🤦🏼‍♂️

Retiring in 7 years. Mid-30s. How? 100% MSTR. That’s it. You only need 300 shares held until 2033. Then two paths open: Live a life of leisure forever or go change the world. Wealth. Power. Focus. That’s all you need.

Basic Bitcoin knowledge that everyone should have: - Bitcoin is money - Supply is capped at 21M Bitcoin - Each Bitcoin is divisible by 100M - It’s permissionless when you run a node - Knots is the reference implementation

This is not breakdown This is yearly accumulation zone $520k channel target still intact

In the previous cycle, there was a clear Bitcoin bottom. But due to the FTX black swan event, we went slightly lower, for several weeks; a opportunity. It is certainly possible that we will go lower now, but this is not necessary. Mentally prepare yourself for both 50K and 200K.

@StanichChannel @StrategyMaxi @grok, is there an international-level cherry-pick competition this man can compete in after winning nationals?

@StrategyMaxi MSTR price is back to where it was in March 2024. Maybe MSTR was a good investment is you got in early, but the bubble has popped.

@StrategyMaxi How much do you think a share of MSTR will be in 2033?

💯 Saylor has woken up every single day since adopting the Bitcoin standard and advocated for it while being relentlessly clear about what he’s doing. Transparent dashboards that update every other second, weekly acquisition announcements, and a full breakdown of the playbook for anyone who wants to understand it or even copy it. There’s no guessing here. You can agree or disagree, but you can’t say it hasn’t been transparent. $MSTR

@SamaHoole could somebody still manage to start carnivore in their 70s?

The older you are when you go carnivore, the more profound the change. Not because the diet is working harder. Because the damage is deeper. The person who fixes their diet at 22 feels better. The person who fixes it at 48, after twenty-five years of seed oils and refined carbohydrates and a body that has been managing the damage for longer than it should have had to, feels like a different person. The joint pain that had been there for a decade. Gone. The fatigue that had been managed with caffeine. Gone. The brain fog that had been attributed to age. Gone. Not because carnivore reverses ageing. Because it removes the active causes of the symptoms that were being attributed to it. The forties are not too late. Neither are the fifties. Or the sixties. They happen to be exactly the right time.

In your twenties, you can eat whatever you like. Pizza at midnight. A diet held together by caffeine, bread, and the occasional vegetable. You feel mostly fine. A bit tired sometimes. A bit bloated sometimes. You attribute both to other things. This is not because the food isn't causing damage. It's because the mitochondria, the cellular power stations that process everything you eat, are young, numerous, and capable of absorbing a considerable amount of punishment while still producing enough energy to run the body. In your thirties, the margin narrows. The recovery after a bad weekend is slightly longer. The afternoon slump has taken on a reliability it didn't have before. The bloating isn't quite as occasional. In your forties, the bill arrives properly. The mitochondria have accumulated damage. The metabolic reserve that was covering for the junk has been drawn down. Symptoms that were intermittent become persistent. Diagnoses follow. This is why the benefits of carnivore become more profound the older you are. Not because older people are more suggestible. Because the intervention is meeting a system that has been more comprehensively damaged and has more repair to do. The recovery is slower. The change is more dramatic. The twenties version of you didn't notice what the food was doing. The forties version will notice when it stops.

The biggest misconception of $MSTR is that it is "leveraged" or "amplified" bitcoin. It is actually AMPLIFIED CARRY. Very crucial distinction. Let's prove it mathematically. The following identity must be true in the long term, given that Strategy's capital structure resembles an evergreen CDO tranching structure that is increasingly dominated by $STRC and $MSTR common. Remember, the total volatility and returns for the entire capital structure must come from the BTC Reserve: BTC ARR = MSTR ARR ( MSTR MCAP / EV ) + STRC ARR ( STRC MCAP / EV) Therefore, by rearranging: MSTR ARR = ( BTC ARR - STRC ARR ( STRC MCAP / EV) ) / ( MSTR MCAP / EV ) Rewrite the variables and rearrange: MSTRR = ( BTCR * EV - STRCR * STRCM ) / MSTRM ^ Remember, MSTRM + STRCM -> EV , especially as the rest of the capital stack becomes more and more insignificant. Thus we can substitute: MSTRR = ( BTCR * ( MSTRM + STRCM ) - STRCR * STRCM ) / MSTRM MSTRR = ( BTCR * MSTRM + BTCR * STRCM - STRCR * STRCM ) / MSTRM ^ Distribute the BTCR MSTRR = ( BTCR * MSTRM + ( BTCR - STRCR ) * STRCM ) / MSTRM ^ Factor out STRCM. And then distribute the 1/MSTRM term: MSTRR = BTCR + ( BTCR - STRCR ) * ( STRCM / MSTRM ) ^ Ok time for big reveal... BTCR - STRCR is the carry earned by financing BTC with STRC issuance. It is literally Bitcoin Return minus STRC dividend yield. ^ STRCM / MSTRM is a DEBT TO EQUITY ratio (or pref to common here), an indication of financial leverage (or amplification if you prefer that term) Therefore, we can substitute one more time and get: MSTRR = BTCR + ( CARRY ) * ( LEVERAGE ) In English: "MSTR is Bitcoin plus Amplified Carry." QED. There are many implications to solving for the identity. For example, solve for STRCR and see what you get :) To me, the biggest intuition unlock is that MSTR is more like a perpetual call option with restriking rather than a levered ETF. Consider the term CARRY * LEVERAGE and what affects this term. As BTCR becomes huge, this term actually stabilizes toward a constant term because even though CARRY gets big, LEVERAGE gets very small. That is of course until Strategy issues more Digital Credit to move the leverage back to a larger number, but this also resets the carry from that point forward. From this we can see that this a call option because the returns approaches BTCR + Constant at the right tail, which is the behavior of calls. Meanwhile, if BTC does nothing, then the carry is a negative term that creates bleed (theta decay, though with perpetual options this is more like a funding rate).

Easy peasy, right?

Nobody wants to talk about parasites. But reality is - If you've ever eaten sushi, traveled internationally, had a pet, or walked barefoot outside, You've been exposed. Symptoms most people never connect to parasites: 1.⁠ ⁠Grinding teeth at night 2.⁠ ⁠Sugar cravings that won't quit 3.⁠ ⁠Bloating after every meal 4.⁠ ⁠Skin issues that come and go 5.⁠ ⁠Anxiety that spikes around the full moon Even the “Big C.” I did my first parasite cleanse 30 years ago. Oregano oil. Black walnut hull. Wormwood. What came out of me was horrifying and life-changing. Your doctor won't test for them properly. But your gut knows they're there.

@3orovik Meanwhile Strategy continues to make the FED rates irrelevant with STRC - people will figure it out gradually then suddenly.

This does not MATTER at all Jerome Powell has 2 months left as Fed Chair Kevin Warsh is coming in May, and he will probably lower rates 100bps by Midterms That will lead to a massive crypto bull market

$STRC has grown to $5 billion in a bitcoin bear market. Are you prepared for what comes next?

@Bigpicture123 @saylor @BitcoinPierre @Strategy Someone has an MSTR short position. Better swallow your pride and close.

@saylor @BitcoinPierre @Strategy You can’t even hold par at 11.5%…once you inevitably have to cut rates, STRC demand is cooked.

$STRC volatility has reached an all-time low of 1.5%, driving its Sharpe Ratio to an all-time high of 5.37—setting a new standard for risk-adjusted performance.