Drewsky retweetledi
We are LIVE with @Saylor, @PhongLe, & @NatBrunell. Join us & share your questions on X and YouTube. x.com/i/broadcasts/1…
English
Drewsky
279 posts
Send your questions ahead by replying below or submitting through the form below. We'll also be taking them live on X and YouTube during the webinar. forms.office.com/pages/response…
English
In 1 hour, join @Saylor, @PhongLe, & @NatBrunell for a LIVE Q&A on X and YouTube. We'll be taking questions both in advance & live. x.com/i/broadcasts/1…
English
@TheSamsPodcast I guess I have to buy stronger reading glasses
English
There is STILL so much confusion around this chart, and how it applies to Bitcoin adoption...
English
⚡️ We just released our updated 2026 Bitcoin forecast for Inner Ring subscribers.
When Bitcoin was ~$60K in early February and everyone thought the cycle was breaking, we said the panic was wrong.
Bitcoin then rallied to ~$82K.
The structure held.
But the market has changed phases.
The new 2026 Bitcoin map is now live.
English
@3333_DTI @DrJStrategy Yes are we talking past like last year or last 500 years?
English
Fun fact of the day.
Bitcoin today trades exactly like Gold did in the past.
Probably nothing.
Have a nice day
English
@sunny051488 I want MSTR to have at least 10M btc. No less. Only proven entity to hodl.
English
Called their bluff again. My short calls were >40 delta and now their back at 18 delta; $205 strike, 6/18 expiry.
Hermes Lux@HermesLux
MSTR is getting closer to my 10 delta strike. I've rolled up twice in the past month, extending the goal post. Me to the market gods:
English
$MSTR covered calls no bueno unless you desperately need income.
Let your shares 3x then sell covered calls.
Do you understand?
BTC Optioneer@BTCoptioneer
Don’t sell covered calls on $MSTR. Wait for a 2024 type blow off top then sell covered calls. Do you understand?
English
Strategy bought 24,869 BTC on $2.03B this week with 96% STRC.
BPS: +6,784 sats (+2.9%)
CEBE: +16 sats (+0.01%)
Drag: 29.4% to 31.4%. Common equity's share of the reserve fell from 70.6% to 68.6%
BPS tells you a good story. CEBE tells you the real one
CEBE Tracker@CEBETracker
MSTR: +24,869 BTC on $2.03B (96% STRC). BPS: +6,784 sats (+2.9%) CEBE: +16 sats (+0.01%) GAP widens +6,769. Largest single-week divergence tracked. Drag +2.0 pp to 31.4%. $1.5B convert repurchase settles this week.
English
Everything in the entire market has been ripping except bitcoin. Retail stores, even. I think a lot of us are getting closer to giving up on bitcoin as an investment and seeing the fruits of a well diversified portfolio going forward. The proper allocation is probably being okay if it goes to zero or a million.
English
If you’re still 🐻 , you don’t understand what’s happening
gum@gumsays
$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯 That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today It is unbelievable how we're not past $82K yet.
English
Yahtzee ⚡️
Sell STRC to buy converts.
When converts are gone the rest of the prefs get pulled up the stack (discussed this yesterday)
The rest of the prefs should scream higher once SOFR starts dropping + going higher in the capital stack
Michael Saylor@saylor
Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC strategy.com/press/strategy…
English
@HermesLux Here. I had sold delta 10s at the 5/15 $180s. I should’ve held tight instead of rolling to 7/17. Math over emotions. Discipline is key with this strategy.
English