Mike Johnson

Bitcoin has no Time Decay.

@serxzsz @saylor It dampens volatility of STRC but not necessarily MSTR. The idea is to bring in a steady stream of inflows...

@saylor semi-monthly instead of monthly won't dampen volatility when your entire NAV is btc. the cyclicality is in the asset.

Strategy is proposing to pay semi-monthly dividends on $STRC, instead of monthly. No change to the annual dividend obligations or dividend rate. These proposed changes are intended to stabilize price, dampen cyclicality, drive liquidity, and grow demand.

@saylor Must be several others proposed this as well:)

To view more information, click here. strategy.com/strc/vote

@saylor Absolutely this.....

@david_eng_mba This...

Fiduciaries are not obligated to buy Bitcoin. But they are increasingly less able to dismiss it without doing the allocation math. Global financial assets: $305T Bitcoin market cap: $1.51T Bitcoin’s share of global portfolios today: just 0.49% A standard 5% allocation implies $15.25T of Bitcoin value. That is about $762K per BTC. A standard 10% allocation implies $30.5T. That is about $1.5M per BTC. Bitcoin does not need to become the whole portfolio. It does not need universal belief. The math shows even a 5% to 10% can improve portfolio construction, so zero stops being prudence.

@btcjvs Do these people truly understand quantum? Bitcoin is still safer than traditional assets….

I knew freezing bitcoins would eventually be proposed, as the network becomes more centralized. I'm not shocked by who proposed it. Its 1M BTC that patoshi holds, market can absorb it. As I've said multiple times, quantum is a tech problem, lets solve it with tech solutions.

@AnselLindner Handle and move higher..?

MAJOR turnaround for #bitcoin. Highest it's been since 4 Feb.

@AnselLindner This

$100k was a psychological level for bitcoin holders. Not just the number, it was a milestone. 'Bitcoin made it. I did it. I held to $100k.' Massive amounts of $BTC were diversified, holding price down. What happens when that milestone supply runs out? IMO we will see a rapid repricing to another milestone price. That could be $200k, $250k, $500k or even $1M. The higher end is only a 10x away, and adding a zero for #bitcoin is not unusual. HODL. Continue DCA. 🚀

@AdamBLiv To maintain Return of Capital do they have to sell shares?

Strategy just raised 81% of their annual dividend obligation in ONE WEEK by selling ZERO MSTR SHARES. How are they gonna pay the dividends though, right?!? LOL BEARS + HATERS IN SHAMBLES THE MODEL WORKS

@AnselLindner We shall see... this may be the handle of a Cup and Handle.......

😳#Bitcoin monkey hammered at resistance. No strength in wanting to breakout.

@scottmelker It is not already closed if ships are passing through...?

Closing the Strait that is already closed in an effort to open the Strait that was always open before the war?

@scottmelker @benjamincowen Past Results do not guarantee future performance.....

Ben Cowen joins me to break down why Bitcoin still looks like it’s following the same midterm-year pattern we’ve seen before, why he thinks the low is probably not in yet, and why a move far below $60K later this year is still very much on the table. @benjamincowen Watch Now👉🏼 youtu.be/3KpN_F3VyRI

@ricwe123 Or the US position is clearly defined and does not need endless propaganda....?

Reports on the US–Iran talks suggest a stark contrast in preparation,raising questions about which side is genuinely intent on reaching a resolution. The US delegation arrived only on the 11th in a rush. After landing, Vance is said to have taken a four-hour rest to recover from jet lag. By the time he reached the negotiating room, the Iranian team had already outlined the main points for the opening round of discussions. Sources claim the US had not even finalized the agenda with the Pakistani side beforehand and was instead working off a framework put forward by Iran. This last-minute approach sits uneasily alongside the fact that the US delegation numbered around 300 people. The US side reportedly brought only a few pages of broad, principle-based proposals, while the Iranian delegation arrived with extensive documentation and draft agreements. Their materials included over 120 pages of technical specifications on nuclear facility safety alone, suggesting a far higher level of preparation and a clearer commitment to producing concrete outcomes.

@AlexMasonCrypto Or Strategy completed purchases until STRC fires up again…….

Everything is going exactly as I told you. $73K has been hit. The relief rally is over. Bitcoin is entering the phase where cycle bottoms form. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

@felixprehn Just = Hyperbole?

China just dumped half its US Treasury holdings. $1.3 trillion down to $650 billion. Lowest since the 2008 financial crisis. They're not selling to raise cash. They're converting it into gold. 17 consecutive months of gold purchases. 2,313 tonnes in reserves. The largest buyer of physical metal on earth and they're speeding up. 22 central banks bought 1,045 tonnes of gold last year. France is pulling gold home from foreign vaults. Germany already did. India is pulling reserves out of London. The countries that stored their wealth in dollars are quietly converting it into metal they can hold in their own hands. This started the day the US froze $300 billion in Russian central bank reserves in 2022. Every country on earth watched that and processed one thought: the dollar is a weapon and our reserves are a hostage. The dollar has lost 20% of its purchasing power since 2021. Largest five-year drop since 2005. A $100 bill from 2021 buys $80 of goods today. Your savings didn't shrink on paper. They shrank at the register. Gulf states are exporting less oil and recycling fewer petrodollars into US assets. The loop that kept the dollar dominant for 50 years is breaking. Saudi Arabia is pricing oil in yuan for Chinese buyers. India is buying Iranian oil outside the dollar system. Japan is settling Russian energy in yuan. The dollar's share of global reserves fell from 72% in 2000 to 57% today. Still dominant. But the trajectory is a straight line down and hasn't reversed once in 25 years. Judy Shelton just proposed gold-convertible 50-year Treasury bonds backed by America's 8,133 tonnes of gold reserves. When former Fed advisors start publicly discussing tying the dollar back to gold, the conversation has shifted from "if" to "how." What I'm doing about this. Gold and gold miners are the core position. When central banks are buying physical metal at the fastest pace since the 1960s, I want to own what they're buying. GLD for spot exposure. GDX for miners with operating leverage. Franco-Nevada (FNV) and Wheaton (WPM) for royalty streams that scale with price. International equity exposure as a dollar hedge. VXUS or country ETFs in nations with strong commodity reserves. Australia. Canada. Brazil. If the dollar weakens, foreign assets appreciate when converted back. Commodity producers broadly. Dollar weakness makes all commodities more expensive in dollar terms. BHP, Rio Tinto, Freeport-McMoRan. These companies sell global commodities priced in dollars. When the dollar falls, their revenue rises mechanically. Short-duration Treasuries over long-duration. If you hold bonds at all, stay inside 2 years. Long bonds get destroyed when the dollar weakens because foreign buyers demand higher yields to compensate for currency risk. The 10-year yield rising isn't the Fed. It's foreign central banks selling. I'm not predicting the dollar collapses tomorrow. I'm reading what every major central bank on earth is doing with their own reserves and positioning accordingly. When the entities that print money are trading it for metal, you should probably pay attention to that. The market is always changing and you don't have the time to track it. I've decided to run a 100% FREE webinar to discuss market moves and how to adapt and make money from real world events. Link is in comments.

@scottmelker Something you are familiar with…Propaganda of course….

Missiles in Israel. Missiles in UAE. Iran declaring victory, saying they will control Hormuz, enrich Uranium, collect reparations. Something is not adding up here.

@Currentreport1 We don't know if this is current or Unrealated?

JUST IN: Iranians are gathering on bridges and around power plants, forming human chains after threats of US and Israeli strikes on Iran's civilian infrastructure.

@HQNewsNow Unbelievable you posted a Hyperbolic Headline and click bait like this..

JD Vance doubles down on Trump’s new post threatening “a whole civilization will die tonight” and implies Trump might use nuclear weapons

@chrismartenson Maybe dial back the Hyperbole a little.... Trump being Trump..?

This is completely unacceptable. Trump is using a deranged religious orientation to justify mass murder. All good and decent people reject this outright. TRUMP: "A whole civilization will die tonight, never to be brought back again."

@david_eng_mba Steady.. patience prevails.

BTC Is Pinned Near $70K While a $58K Gap to Trend Builds Spot: $69,946 Model trend power law price: $127,537 Gap: -$57,591 Deviation: -45.2% If Bitcoin simply mean reverts toward trend, it does not need a mania to move a lot. The model half-life is 133 days. That implies: ~$114,808 in 133 days ~$146,904 in 266 days