JD 🟧

@SaveDave1 @btcjvs @Z06Z07 Do you understand BTC yield? Even if you assume mNAV = 1 forever, with BTC yield positive (last yr was 22%), stock should increase by that amount just to keep mNAV at 1. That is with no BTC price change. Obviously over long term (years) they need BTC CAGR > cost of capital

@JDBet45 @btcjvs @Z06Z07 Why would it be Higher? Only hope is btc up big. All other scenarios mate dies a slow death due to dividend payments costs. Costs of running the company etc. Im interested how much they have invested to brainwash ppl to buy their stock. Very propaganda style.

The company is favouring common stock appreciation over dilution. As STRC returns to par next week, this is now the primary Bitcoin vehicle for accumulation. Stock should run higher now

@ShardiB2 Full Self Driving for planes. Cost savings right there!! 😂

No way……

@JoshMandell6 I’m curious as to what your 6 or 12 month price target range is for MSTR? Long time holder here, so I’m just hoping for the best when BTC resumes its uptrend. 🙂

"Slowly [it] turned, step by step, inch by inch" $MSTR

@Barksdale_808 @ChainLinkGod AI frontier models can be used to scan code and find things much more in depth and faster than hackers alone could. Web3 devs need to be embracing AI models to protect contracts up front. Seems like that is still niche ATM

@ChainLinkGod Hey am writing a commentary piece on the topic would you mind sharing some thoughts.

Genuinely WTF is going on with DeFi this month? Just an insane number of code exploits, oracle exploits, bridge hacks, and key compromises: LayerZero | $292M | April 18 | rsETH bridge exploit Drift Trade | $285M | April 1 | Compromised Admin + Fake Token Price Manipulation Rhea Lend | $18.4M | April 16 | Fake Collateral Exploit Grinex | $15M | April 16 | Hot wallet hack Sweat Foundation | $3.5M | April 29 | Refund_first & Refund_second Logic Exploit Volo Vault | $3.5M | April 21 Hyperbridge | $2.5M | April 12 | Fake State Proof BSC TMM/USDT | $1.67M | April 4 | Reserve Manipulation Attack Purrlend | $1.5M | April 25 | Fake Bridge Address Giddy | $1.3M | April 23 | Incomplete EIP-712 Signature Coverage Aftermath Perps | $1.14M | April 29 | Fee-Accounting Logic Flaw Aethir | $423K | April 9 | Acces Control Exploit Singularity Finance | $413K | April 27 | Oracle Misconfiguration Exploit Dango | $410K | April 13 | Donate Negative Amounts Hack Silo V2 | $392K | April 3 | Misconfigured Oracle Exploit Syndicate | $330K | April 29 | Commons Bridge Exploit ZetaChain | $300K | April 27 | GatewayEVM Contracts Exploit JUDAO | $228K | April 28 | Flashloan Exploit Scallop Lend | $150K | April 26 Quant | $138K | April 28 | Access Control Exploit Zerion Wallet | $100K | April 14 | Hot Wallet Compromise via Social Engineering Kipseli | $80K | April 22 | Flawed Quoting Logic MONA | $60K | April 13 | BurnAddress Accounting Exploit SubQuery Network | $60K | April 12 | Acces Control Exploit Juicebox V3 | $52K | April 20 | borrowFrom Spoof Attack Thetanuts Finance | $50K | April 20 | First Depositor Attack Litecoin | April 26 | Zero-Day Bug & DDoS Exploit

@MalloryRubin @jowrotethis really glad Perrin found a second life after Mon Mothma as a 3 and D wing #andor

@John_Karalis 1000 percent this. Was like a team facing an aging pitcher who barely throws 90 and still chasing early pitches instead of confidently patiently exploiting what was being given. He struggles to lift and move laterally in the paint, but Cs treated him like Wemby

I haven't been able to understand why the Celtics have been so afraid to challenge Embiid at the rim. It's not like he's 100%. But time and time again, Boston has driven into the lane either dribbled out or made a panicky pass

@alpha_pls Slight quibble re Saylor. STRC changes the game, in a chop trend - STRC should see solid demand, which would fuel BTC buys. They don’t need to wait for BTC price expansion to be the primary catalyst for their purchases anymore. Not commenting on near term BTC PA, could go up/down

It's all a bit boring right now? bitcoin:native currently struggling at the exact place you would expect it to reject in a bear market, whilst stocks rip. Many people's bull thesis lies on the bid of Saylor, which is a bit of a weak thesis for a true bear market bottom imo. Real sellers are still matching Saylor's huge level of buying. $2.5B didn't materially accelerate the price. Any real period of correlated market weakness takes Saylor out of the game as well. Saylor can't bid the specific environment that produces durable bottoms. Regardless of whether we go a bit higher or not here (still quite possible to extend into the 80s), gut still says we have lower to come before a new sustained bull trend. More time required at a minimum even in the best case of a double bottom around that 60k level. DCA still the way of course. Anything below 70k is mega value in medium term/long term.

@celticsvoice @celtics He was out there looking like Payton Curry tonight

Payton Pritchard makes me want to come back! ☘️ @celtics

@Hero_OfThe_Day @ihateyoustevie @NBA @MrBuckBuckNBA This is what would have happened back in the day

@ihateyoustevie @NBA @MrBuckBuckNBA Good question, because that’s what would have happened 25 years ago.

Lu Dort just injured another team’s star player!! 🤯🤯 The OKC Thunder are ruining the @NBA!! 🔥🔥 (Via @MrBuckBuckNBA)

@JoshMandell6 I guess you are saying that this activity represents a “maturity” of sorts for the offering? Do you expect more to institutions to follow Saturn? Last Q - how do sales like this (discounted) help Strategy? Thx!

When investors essentially begin to participate in the market making process, the seasoning of the financial instrument has begun.

It seems to me that purchases like this must be taking place in the secondary market. In other words, Saturn must be taking advantage of the discount from par to earn a higher effective yield than the stated 11.5% rate they would earn if they purchased it directly from the company/underwriter at $100. That's good to see.

This is my quant

@GregABedard Impressions on him vs Campbell when he was coming out last year? More advanced, better pass protector? Just curious how they would compare at the same stage of their careers.

Was surprised Patriots draft pick Caleb Lomu lasted as long as he did. Good athlete with potential to play either tackle spot. Doesn't turn 22 until Dec. 23, and he needs to get stronger, so he's ideal to sit for a year as the swing tackle. Really good tape against NYJ top pick David Bailey.

@JESUSVELASCOLIN @martypartymusic Might be a touch aggressive, but it’s building month over month. Last month it was over March 31, so it’s possible. If not Monday, midweek should be about there.

@JDBet45 @martypartymusic monday 100 sounds bold lets see ser

Strategy $STRC appouching $100 again. Remember at $100 they start to buy $BTC again. strc.live

@JESUSVELASCOLIN @martypartymusic Yes, and likely will be pegged at 100 and thus buying all the way up to the dividend record date, which is May 15th. I think by Monday we should see it up to $100

@martypartymusic so $100 triggers btc buys again?

@ShardiB2 Go to bed Shards! 😄

$NVDA looks ready to blast off

I mean, we’ve all been there. Time to just get that 5x max plan 😂

@BitcoinTeacher_ “He” isn’t going to have it, it’s shareholders who are getting access to it via his engineered product. People who aren’t comfy with keys, wallets etc - but just want $ yield. They don’t fear BTC, but don’t want to bother with direct custody

Interesting thought this morning as a “Bitcoin maxi” How on earth is the world letting $MSTR and Saylor buy this much Bitcoin if it’s so important and valuable? He’s going to have a million in a few months at this late, and I just can’t fathom how people are letting that happen? Unless no one wants it?