MSTR Today with JLD

@_J64_ SMART ;-)

@MSTR_Today I was in college listening to it.

Closing the week strong.

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MSTR Today: Michael Saylor spends 1.4 Billion to buy THIS (hint...not BITCOIN)

@_J64_ re: Entrepreneurs On Fire, Si!

@MSTR_Today Since 2012?

@BTCoptioneer @saylor It’s inevita₿ull

@saylor Looking forward to Digital Credit Summer.

Looking forward to Bitcoin Summer. 😎

@saylor It’s inevita₿ull, SUMMER BULL DAYS AHEAD!

@BTCoptioneer @ZynxBTC 💯💯

@MSTR_Today @ZynxBTC Bears are helping us build generational wealth.

There is some good that comes with Bitcoin bear markets. The weak hands leave and the tourists go quiet. The people who remain are the ones who actually understand what they are holding. A healthy purge. For companies like Strategy and Strive, a bear market is the ultimate stress test. Raising billions, maintaining products at par and continuing to accumulate while Bitcoin is down is proof of concept that no bull market could provide. They have passed that test. $STRC and $SATA have both demonstrated remarkable resilience. Products designed to hold par value during the hardest period for Bitcoin since their launch. That credibility cannot be manufactured, It has to be earned. Then there is the accumulation opportunity. Strategy has bought 4% of the entire Bitcoin supply. Strive has been growing its balance sheet week on week. Metaplanet has been compounding yield with a profitable operating business. More importantly, sovereign individuals get the opportunity to add to their stack at cheap prices. When the tide turns, and it always does, the positions built during the bear market are the ones that change lives. Bear markets are where wealth is created.

@marktmaxwell @ChrisMMillas It’s inevita₿ull

@ChrisMMillas @MSTR_Today $20k ... $200k bring it

I believe Bitcoin can hit $200K in 2026. I am also positioned for it to go to $20K. This is the way.

@ChrisMMillas OK, so you are not heavy in any putts or shorts?

@MSTR_Today Having enough capital to survive.

@btcjvs @Mr_Derivatives Bots

@Mr_Derivatives Wild you have 400k followers

$MSTR Wait, what? Thought Saylor was all in full port $BTC and only $BTC and non stop $BTC?

@Mr_Derivatives No, where you went wrong is that you thought that you actually had an original thought

@Evanmichael03 @saylor It’s inevita₿ull

@MSTR_Today @saylor Reason 11: It was always a necessary step on the path to S&P inclusion and the perpetual bid that comes with it Bullish

The top 10 reasons this bizarre move by Michael @saylor is going to make strategy the most valuable company in the world. 1. It reduces future dilution risk. Convertible bonds are basically a ticking “maybe stock” grenade. If Strategy buys them back before conversion, fewer future shares may need to be issued. Long term shareholders keep a bigger slice of the Bitcoin pie. 🟠 2. It cleans up the balance sheet. Saylor is effectively pruning financial branches before they grow wild. Retiring debt early simplifies capital structure and strengthens Strategy’s financial positioning heading into the next Bitcoin cycle. 3. It signals confidence in future financing options. Companies don’t casually spend $1.5B buying back debt unless they believe future capital access is secure. This suggests Strategy believes it can refinance smarter, cheaper, or through stronger instruments later. 4. It increases flexibility before the 2029 maturity wall. Instead of waiting until 2029 and potentially dealing with ugly market conditions, Strategy is acting proactively. That’s chess, not checkers. ♟️ 5. It lowers long term interest burden. Even if the converts had favorable rates, debt still carries obligations. Reducing liabilities now can improve future cash flow flexibility and lower financial drag over time. 6. It may strengthen credit perception. Bond markets love discipline. If Strategy demonstrates it can actively manage and retire debt early, creditors may view the company as lower risk, improving future financing terms. 7. It creates more room for future Bitcoin acquisition vehicles. Saylor’s “BitVac is charging” line hints at this. By clearing older converts off the runway, Strategy may be preparing for newer, more optimized financing instruments tied to Bitcoin accumulation. 8. It reduces pressure during Bitcoin volatility. If Bitcoin experiences another violent drawdown, having fewer looming liabilities gives Strategy more resilience. Less debt pressure means more ability to survive and continue accumulating BTC through chaos. 9. It suggests management sees current bond pricing as attractive. If Strategy can repurchase the converts efficiently, they may believe the market is undervaluing the debt relative to future company strength. That’s often a bullish internal signal. 10. It reinforces the “permanent Bitcoin treasury” vision. Saylor isn’t managing Strategy like a traditional software company anymore. He’s building a long duration Bitcoin capital machine. Retiring converts early supports the idea that Strategy intends to survive for decades, not quarters. The machine is being tuned for endurance, not just speed. ⚡ The bigger picture: Saylor appears to be transforming Strategy into a self-reinforcing Bitcoin acquisition engine where debt, preferreds, equity, and treasury operations are constantly optimized around one core asset: Bitcoin. “This week we bought bonds, not bitcoin” is basically saying: “We’re upgrading the engine so it can absorb even more Bitcoin later.” That’s why many long term bulls see this as structurally bullish, even during weeks when no BTC was purchased directly. Personally, I think he sold some bitcoin to do it.

@ChrisMMillas How financially?

@MSTR_Today Mentally and financially.

@ZynxBTC 100

@MSTR_Today There;s been some wonderful opportunities to get incredible entries. Hindsight will prove this to be true.

@cwa93393 @saylor enjoy missing the generatioanl wealth opportunity of your lifetime

@MSTR_Today @saylor enjoy MSTR going to $20

@piovincenzo_ @saylor agreed. It's financial engineering genius at its finest

@MSTR_Today @saylor it isn't bizarre at all lol

@cwa93393 @saylor thank you for your uselss reply

@MSTR_Today @saylor 1. it doesn't reduce dilution risk. its paid off by diluting in any case since they don't generate any profit 2. is the same point as 1. 3. no, it only signals they're not confident in their crazy claim that bitcoin has a guaranteed 40% CAGR

@wacamasta @saylor you are clueless about Strategy and that’s ok. You haven’t put in the work. Sometimes ignorance is bliss but in this case, it will be an expensive lesson ;-)

@MSTR_Today @saylor So the sold bonds to buy bitcoin at 120k and now they are selling the bitcoin at 77k to pay back the bonds. Is this real life? You mean bitcoin didn’t appreciate like they thought!?