MacroStrategy

Project Update: Decision Regarding the Token Launch Over the past weeks, our team has been preparing for our token launch with full commitment and transparency. As part of that process, we set a soft cap to ensure that the project would have the minimum level of liquidity, market support, and participation required for a healthy and sustainable ecosystem. We did not reach that soft cap. At the same time, the broader market has entered a period of severe stress, with sentiment at a multi-year low across the board. Launching a trading-dependent protocol in these conditions would be reckless. It would expose early participants to unnecessary risk, increase the likelihood of an immediate price collapse, and undermine the trust we have worked hard to build. From day one, we made a commitment to refund contributors if the soft cap was not met. It is important that we honor that commitment. Protecting our community and acting responsibly is more important than pushing ahead in an environment that is clearly not suitable for a successful launch. For these reasons, we have decided to place the project on hold indefinitely. This has not been an easy decision, but it is the right one given the current market situation and our responsibility to everyone who supported the initiative. We appreciate all of you who believed in the vision and engaged with the project. Your trust means a great deal to us, and we will ensure that all refunds are handled promptly and transparently. For those people who have participated in the airdrop campaign, we will honor the participation list if we launch at a later date. Thank you for your understanding and your support. MacroStrategy

The refunds have now been executed.

Project Update: Decision Regarding the Token Launch Over the past weeks, our team has been preparing for our token launch with full commitment and transparency. As part of that process, we set a soft cap to ensure that the project would have the minimum level of liquidity, market support, and participation required for a healthy and sustainable ecosystem. We did not reach that soft cap. At the same time, the broader market has entered a period of severe stress, with sentiment at a multi-year low across the board. Launching a trading-dependent protocol in these conditions would be reckless. It would expose early participants to unnecessary risk, increase the likelihood of an immediate price collapse, and undermine the trust we have worked hard to build. From day one, we made a commitment to refund contributors if the soft cap was not met. It is important that we honor that commitment. Protecting our community and acting responsibly is more important than pushing ahead in an environment that is clearly not suitable for a successful launch. For these reasons, we have decided to place the project on hold indefinitely. This has not been an easy decision, but it is the right one given the current market situation and our responsibility to everyone who supported the initiative. We appreciate all of you who believed in the vision and engaged with the project. Your trust means a great deal to us, and we will ensure that all refunds are handled promptly and transparently. For those people who have participated in the airdrop campaign, we will honor the participation list if we launch at a later date. Thank you for your understanding and your support. MacroStrategy

@generativepoet And thanks for the support!

@MacroStrategy__ Really sorry to hear that- great mechanics, just unfortunate timing. When will deposits be returned?

@generativepoet Refunds will be processed later this evening.

The incinerator is burning until Friday. Come join the revolution - tradable, fungible collection tokens, secured by AAA OG NFTs. Delivering value to the community and tokenholders. That's MacroStrategy

Macrostrategy’s ICO is closing in 4 days. They’ve raised 143 ETH so far. 180 ETH is needed to start the project. Refunds happen if the target isn’t reached. All in all they’ve executed solidly, but market conditions have been brutal. Curious to see if they’ll pull it off.

Thought it might be a good idea to tackle some misunderstandings about auctions used in MacroStrategy I want to clarify so everyone has an accurate picture. 1. “MSTR lowers the floor” - this is factually incorrect Every MSTR auction is paired: a sale and a buy. The sale temporarily releases inventory, and the corresponding buy takes tokens off the market for some amount of time, often longer as auctions lengthen. The net effect is reduced circulating supply, which is bullish, not bearish. MSTR does not create additional sell pressure beyond what already exists in the market. It creates activity and price discovery, not downward pressure. 2. “TW holds tokens longer, therefore better for floors” - not true in practice TW currently has a 20% markup that can prevent activity for long stretches, which means tokens often can’t be sold for extended periods. In fast-moving markets this can actually shorten the hold time, because the stale listing simply doesn't adapt. As MSTR auctions scale up and lengthen in time horizon, they are likely to keep tokens off the market longer than TW’s model, not shorter. The “impatient whale” analogy simply doesn’t reflect how the mechanism works. 3. “TW supports collections more” - this gets the economics backwards TW is not returning revenue to NFT communities. MSTR is. MSTR channels protocol tax revenue directly back into the NFTs it supports, and it does so with a much lower protocol fee than TW. TW extracts more and returns less, which is fine, but it’s important to be factual: MSTR → tax flows back to the collection TW → higher fees, no tax return to the NFT community Economically, the MSTR model is strictly more aligned with NFT holders. 4. Auctions keep the flywheel alive - markup systems stall it The TW markup system works in very specific conditions (fast uptrends). In sideways or gently downtrending markets, which is most of the time, the markup becomes a blocker: - Listings go stale - Tokens get “stuck” - Liquidity dries up - No one trades - Floors go down through inactivity MSTR’s auction model does the opposite: it keeps tokens moving, maintains voluntary participation, and incentivizes real activity. “Dead tokens” are the enemy of healthy floors and auctions avoid that. A market with no trading is a dying market. 5. Downtrends aren’t caused by MSTR, they’re caused by fundamentals If a collection trends down, it’s due to: - macro sentiment - demand shifting - liquidity rotation - holders choosing to sell An NFT protocol cannot manufacture price. All MSTR does is make price discovery more efficient, which actually helps holders understand where true demand is. Suggesting an NFT collection would prefer no buyers, no sellers, no activity just to preserve an artificially inflated floor misunderstands what keeps communities alive. The healthiest collections have consistent, organic engagement. Activity is oxygen. Closing thoughts: Innovation in NFT liquidity models is good for the ecosystem. TW’s design is great in certain scenarios; MSTR’s design is great in others. Both can coexist, and both can support collections. But the idea that MSTR is “predatory” or “negative for NFTs” is simply not accurate. The mechanism: - creates balanced buy/sell cycles - removes supply from the market - channels more value back to NFT communities - keeps activity and engagement alive - operates with lower fees and stronger incentives That’s not predatory. That’s alignment. MacroStrategy is not a 'buy and hold forever' protocol and was never intended as that. However it does take tokens off the market for a period of time and the net result of that is always to push the floor price up, compared to the protocol not existing. Anyone who suggests otherwise hasn't thought this through. If anyone wants to dig deeper into the mechanics, happy to share full details. Transparency is key, and we want communities to feel 100% confident in how these systems work.

Thanks for taking the time to write this. It’s important that the community can openly discuss concerns, but there are a few misunderstandings here that I want to clarify so everyone has an accurate picture. 1. “MSTR lowers the floor” - this is factually incorrect Every MSTR auction is paired: a sale and a buy. The sale temporarily releases inventory, and the corresponding buy takes tokens off the market for some amount of time, often longer as auctions lengthen. The net effect is reduced circulating supply, which is bullish, not bearish. MSTR does not create additional sell pressure beyond what already exists in the market. It creates activity and price discovery, not downward pressure. 2. “TW holds tokens longer, therefore better for floors” - not true in practice TW currently has a 20% markup that can prevent activity for long stretches, which means tokens often can’t be sold for extended periods. In fast-moving markets this can actually shorten the hold time, because the stale listing simply doesn't adapt. As MSTR auctions scale up and lengthen in time horizon, they are likely to keep tokens off the market longer than TW’s model, not shorter. The “impatient whale” analogy simply doesn’t reflect how the mechanism works. 3. “TW supports collections more” - this gets the economics backwards TW is not returning revenue to NFT communities. MSTR is. MSTR channels protocol tax revenue directly back into the NFTs it supports, and it does so with a much lower protocol fee than TW. TW extracts more and returns less, which is fine, but it’s important to be factual: MSTR → tax flows back to the collection TW → higher fees, no tax return to the NFT community Economically, the MSTR model is strictly more aligned with NFT holders. 4. Auctions keep the flywheel alive — markup systems stall it The TW markup system works in very specific conditions (fast uptrends). In sideways or gently downtrending markets, which is most of the time, the markup becomes a blocker: - Listings go stale - Tokens get “stuck” - Liquidity dries up - No one trades - Floors go down through inactivity MSTR’s auction model does the opposite: it keeps tokens moving, maintains voluntary participation, and incentivizes real activity. “Dead tokens” are the enemy of healthy floors and auctions avoid that. A market with no trading is a dying market. 5. Downtrends aren’t caused by MSTR, they’re caused by fundamentals If a collection trends down, it’s due to: - macro sentiment - demand shifting - liquidity rotation - holders choosing to sell An NFT protocol cannot manufacture price. All MSTR does is make price discovery more efficient, which actually helps holders understand where true demand is. Suggesting an NFT collection would prefer no buyers, no sellers, no activity just to preserve an artificially inflated floor misunderstands what keeps communities alive. The healthiest collections have consistent, organic engagement. Activity is oxygen. Closing thoughts: Innovation in NFT liquidity models is good for the ecosystem. TW’s design is great in certain scenarios; MSTR’s design is great in others. Both can coexist, and both can support collections. But the idea that MSTR is “predatory” or “negative for NFTs” is simply not accurate. The mechanism: - creates balanced buy/sell cycles - removes supply from the market - channels more value back to NFT communities - keeps activity and engagement alive - operates with lower fees and stronger incentives That’s not predatory. That’s alignment. MacroStrategy is not a 'buy and hold forever' protocol and was never intended as that. However it does take tokens off the market for a period of time and the net result of that is always to push the floor price up, compared to the protocol not existing. Anyone who suggests otherwise hasn't thought this through. If anyone wants to dig deeper into the mechanics, happy to share full mechanics. Transparency is key, and we want communities to feel 100% confident in how these systems work.

I wanted to share some concerns I have with @MacroStrategy__ and my thoughts about why I think their strategies will have negative impact on our #NFTs. MacroStrategy Strategies are predatory. Based on the article below, they basically want their STR tokens to be burned, no matter the cost or consequences. Those Strategies are not here to help or support NFTs. Imagine those Strategies as a whale with no patience and with weak hands that will undercut the floor all the time. And it will not be possible to turn it off. Do you really want this to happen? Why do I like Strategies by @token_works? Because they operate as a patient whale with no emotions or weak hands. They list and never look back, supporting the floor and buying pressure for related NFTs. Building up an NFT treasury war chest and patiently waiting to sell when the time is right. A Dutch Auction could work when the NFT market is in good shape. But let's be real, most of the time it is not. So these Strategies will be selling NFTs at a loss and undercutting the floor nonstop. That is crazy to me, and I don't like it. Maybe token holders will be able to vote on changes in the future. IDK, let's see. Yes, MacroStrategy also brings buy pressure, but also aggressive sell pressure, which will most likely drive the value of our NFTs down even more. The main purpose of MacroStrategy is to burn tokens at the expense of underlying NFTs. I'm all for innovation, but this seems to be negative for NFTs. Because all of this I hope NFTs I hold will not have Strategy by @MacroStrategy__ 🤷‍♂️

@AlCatsington clear cookies and refresh

@MacroStrategy__ When will we see if fake twitter flag is removed please? I thought we needed a different twitter for each wallet.

We've now removed the upper per-deposit limit on the incinerator. All other limits remain the same. 🔥 Keep it burning! 🔥

@webmixgamer Make sure you're connected with the right wallet. We have you down as registered.

@MacroStrategy__ x.com/webmixgamer/st… What happened, guys?

🔥 Airdrop claims are now LIVE 🔥 If you: – followed the rules ✅ – tweeted your allegiance ✅ – didn’t rug yourself ❌ Congrats - your redemption awaits: 👉 macrostrategy.tech/airdrop If not… post your shame and seek forgiveness @MacroStrategy__

@BlueFlame2021 Can't see your 'chat' messages. Can you send them as regular DMs please?

@JackieTian7 Welcome back brother. You are redeemed.

I was greedy, lazy, and unfollowed the team. Now I pay in shame. macrostrategy.tech @macrostrategy__

@Pierreo01 macrostrategy.tech/airdrop

@MacroStrategy__ Can't find where to register it. Can you please help

Reminder: Anyone who hasn't rectified violations for the airdrop, has just over 6 hours left to rectify. After that, the slashing will be permanent.

@__goon11 But you're also a legend for returning to the brotherhood.

@Pierreo01 As long as you've registered it, yes

@MacroStrategy__ If I've posted a tweet with the #MacroStrategy hashtag after deleting the original one, is this okay?

@nftcnft Welcome back brother. You have redeemed!!

The blockchain never forgets… but maybe it forgives? Asking for myself. macrostrategy.tech @macrostrategy__

@alexmarks3D It doesn't update your badge until it has been checked. As long as you submitted the URL, you're ok

@MacroStrategy__ still has violation after validating

We've noticed a lot of scam accounts. Please note that this is the only official MacroStrategy account on X. Assume all others are fakes.

@alexmarks3D Welcome back brother. You are redeemed.