Mugsy
246 posts


Peter Schiff looking at tokenized gold like a homeless alchemist discovering Venmo.
“Gentlemen, I have done it. I have taken the boomer rock, added an app, and finally defeated Bitcoin.”
This man has spent 15 years watching Bitcoin eat the global monetary system like a rabid raccoon in a pantry, and his grand counterattack is "what if gold, but with a login screen?"
Tokenized gold is still gold. It is still heavy, centralized boomer pet rock cosplay with custody risk, counterparty risk, redemption games, and the same limp performance profile that makes Ambien look like cocaine.
Bitcoin removed the middleman.
Peter’s big innovation is re-hiring him.
WOLF Bitcoin@WOLF_Bitcoin_
Peter Schiff said "The real threat to Bitcoin now is Tokenized Gold, It is everything that Bitcoin was supposed to do. Tokenized Gold does better"
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@thebitking Is engagement farming better than $STRC for additional income?
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@hannesdemske @mikealfred Yes however the net loss using cash is the full 12.75% dividend, rather than paying only the difference.
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@HeyJoe_live @mikealfred Good to know, but they still make a loss by paying 12.75% for $SATA while earning just 11.5% from $STRC
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@Brennan_BTC22 You seem willfully ignorant about accretive dilution in order to engagement farm.
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It appears that Saylor smashed the $MSTR ATM last week.
I’m assuming $1-1.5 BILLION.
With the future revolving around $STRC, would it not make sense to let the mNAV expand to have more cushion for perpetual dividend payments?
Instead, Saylor continues to rape and pillage common shareholders.
Michael Saylor@saylor
The Orange March Continues.
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@hannesdemske @mikealfred They need to maintain a cash reserve to pay dividends. They consider STRC a cash-equivalent.
They didn't buy STRC instead of buying more Bitcoin.
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@mikealfred What do you think about that $ASST bought $50M of $STRC preferred stock emitted by $MSTR??
$STRC pays with 11.5% even less yield than Strive's own $SATA paying 12.75% yield.
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@_jonasschnelli_ They should have spent the fiat they raised like a drunken Saylor.
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A stock collapsing ≠ an industry dying.
Beyond Meat was a badly run company with $1.2B in debt and 678% share dilution.
The plant-based market itself is still $8B and growing.
(... and... heart disease remains the #1 killer in America)
Carnivore Aurelius ©🥩 ☀️🦙@AlpacaAurelius
nature is healing beyond meat stock is down 99.5% in the last 5 years
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@BenJustman @_jonasschnelli_ Plant-based meat is much lower in saturated fat AFAIK.
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@_jonasschnelli_ That last line doesn't fit with the rest of your post
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@macrocrunch @adam3us @bstrco @glassnode I predict an ugly SPY candle by the end of March.
I'd sit on my hands until I see how BTC reacts to it.
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@Brennan_BTC22 Share dilution makes insiders richer in bitcoin terms when its accretive and poorer when its not.
How is that different for regular common shareholders?
I'm assuming when you say "company" you mean insiders with actual financial interests, rather than some tax entity.
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@HeyJoe_live Study inflation.
It works the same for fiat or shares of a company.
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Saylor finally has some “positive metrics” to share after 8 abysmal months of execution.
Unfortunately, while the company gets richer, many common shareholders are still down 50%.
It’s clear that $MSTR value creation is last on the list of priorities.
Michael Saylor@saylor
Strategy generated ₿16,622 of BTC Gain last week, worth ~$1.2 billion. BTC Gain is the closest analog to Net Income on the Bitcoin Standard. $MSTR
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@1rogueeconomist A commodity is an asset without an issuer. Bitcoin has no issuer.
It retains the monetary properties of gold, strips away the non-monetary properties, then adds lightspeed borderless settlements and universal auditability.
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@HeyJoe_live It's not about being perfect. It's about providing value. I believe money should be backed by a commodity.
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@1rogueeconomist @IoniAppelberg It's industrial use means it has to have weight, which is precisely why it's imperfect as money.
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@IoniAppelberg Gold has industrial use. What is the industrial use case for Bitcoin?
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@SatsySiren Bitcoin, but good to own a little physical gold and silver as quantum-hedge.
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@Bitcoin_Teddy The more people do that, the sooner future generations will depend on Layer 2s to divide Satoshis.
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Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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