@saylor Strc is only down 20% mstr is down like 75%. Why don’t you do something for mstr shareholder and buy back the stock when the mnav is relatively low.
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Question Asker
3.6K posts
Our goal is clear: return $STRC to par.
Phong Le@phongle
I joined @kgreifeld and @RomaineBostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance
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Is this the END of GTO? 🤔
A wild Main Event discussion, plenty of poker strategy, and another deep run in a PLO event.
New vlog premieres in 30 minutes!
youtu.be/drDRi3qIsPI&li…
@GGPoker
YouTube
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@Angel5958676285 @crashleydeeb @shaundeeb The side bets detract from the significance of “the main event” and frankly it’s disgusting!! Glad I got out of the poker cesspool scene
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@QuestionAsker13 @crashleydeeb @shaundeeb Most poker people are scumbags that’s for sure but what if the side bit is worth more to him than the main event entry? It’s not like he didn’t play his best in the main event.
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Congrats to @shaundeeb on your WSOP Main Event prison release.
Time served: 8 days.
Reward: immediate late reg into the $25K HORSE.
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@theswansjr I had an emergency last month, had to get stitches. The hospital fixed me up for free that day!! Then they sent me a $1000 bill a few months later. I don’t pay medical bills. Nothing happens. Why do I need an emergency fund? 😂
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@QuestionAsker13 LOL! I get it. Your money should be working for you, not setting around rotting.
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For a 22-year-old creating a $5,000 emergency fund:
1 - Put it in a savings or money market account
2 - Put it in a brokerage account in the S&P
3 - Put it in Bitcoin (cold storage)
4- Put it STRC
What would you recommend?
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@RonSwanonson Or they could just buy it back to par. Actions speak louder than words. That would be confidence.
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Adding cash reserves is great on paper but $STRC is not where it is because of reserves. Adding cash is not going to bring it back to par…
Only trust will do that
The market lost a lot of trust from watching something that was marketed to be stable, drop ~20% in a matter of days, wiping every gain that anyone had in the vehicle back from its inception.
I don’t think STRC will be back trading at par until that trust is restored or they just buy it back to par and set aside a methodology to use the reserves to keep it at par… within reason
I do own some STRC and can still be critical. No shame. This is a new financial frontier. Not everything is going to go right the first try
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I know it doesn’t fit most of your shit narratives, but $MSTR is leading Bitcoin today.
That is all.
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@BTCoptioneer Or be even safer and sell puts on that bitch
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You can generate additional 7%/year by selling monthly $95 $STRC covered calls.
Nice little way to boost your yield while you want for recovery.
BTC Optioneer@BTCoptioneer
It is okay to sell $MSTR covered calls under your cost basis. There is no such thing as “locking in a loss”. I like to keep generating income rather than bag holding and waiting for the stock to recover.
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@FinFreedom414 Wow what an idiot!! Surprised he doesn’t have Nike in there as well
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My best friend works in corporate finance and thinks some of the biggest opportunities in the market today are $PYPL, $CRM, $ADBE, $INTU, and $ACN.
I get the argument.
Many of these companies have strong cash flow, healthy balance sheets, and are trading well below where they were a few years ago.
But I can’t get comfortable with the AI risk.
The market isn’t just pricing in slower growth. It’s questioning whether software moats become less valuable when AI makes it dramatically cheaper to build competing products.
If your moat gets thinner every year, should you really trade at the same multiple you did before AI?
Maybe the market has overreacted.
Maybe these end up being incredible bargains.
But I’d rather own assets whose value doesn’t depend on staying one step ahead of the next AI breakthrough.
Curious where everyone stands. Are these once-in-a-decade buying opportunities, or value traps?
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I’m fighting for women.
Byron Donalds is fighting women.
Big difference.
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@bariksis I took advantage. Luck I had some dry powder and margin
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Easy Bitcoin trade…
You’d have to be pretty smooth brained if you thought CPI was going to be anything other than MUCH cooler than expectations today for the June print.
The dip yesterday was a gift across the board that you should’ve taken advantage of.
Higher we go 🚀
(No, the Fed isn’t raising rates, dummy)
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@APompliano It’s falling but not as fast as your companies stock price!!
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Inflation is falling.
As I predicted, inflation was not going to skyrocket and all the doomsday predictors would be dead wrong.
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@LuukeJohnston Those beers are probably 5$-10$ at the bar I don’t blame him
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@AllenKessler Oh no somebody call 911 it’s an emergency
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My head is spinning.
I just looked at the schedule and somehow the Horseshoe circuit series overlaps the last few days of the WSOP.
I can't figure out a possible reason for scheduling like this, and now I'm forced to miss the Omaha 8 circuit event to chase WSOP POY points.
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Even more annoying then hearing about shot clocks being introduced in the main event is hearing about a fat degenerate who is hoping to bust the main event so he can rush to play other tournaments. So glad to be out of poker!!
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@HodlFlorida When mnav is at 1 or below he should be using cash to buy mstr. This opportunity may never happen again
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Should Saylor have “stayed humble and stacked sats”?
If you remember, Saylor started his journey because he had $500 million, which he called a melting ice cube.
Now, he is stacking $3 billion to cover his dividends for his preferred stock.
That doesn’t seem like his original strategy.
But he also has over 840,000 Bitcoin now too.
Impressive.
He has become more of a fiat slave while at the same time he holds the most Bitcoin besides Satoshi.
You could argue though that MSTR actually doesn’t even hold any of that Bitcoin technically.
Some see it as winning and innovation.
Some see it as losing the plot and being a part of the problem.
So I’ll ask again, should he have just stayed humble and stacked sats like the rest of us?
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