Rob HODLs

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Rob HODLs

Rob HODLs

@RHodls

Navigating Hyperbitcoinization and the AI Singularity. Championing Digital Capital, building with Digital Intelligence, the keys to a prosperous tomorrow.

Toronto, Ontario Katılım Ekim 2013
455 Takip Edilen8.6K Takipçiler
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Rob HODLs
Rob HODLs@RHodls·
The world is changing fast. We are navigating Hyperbitcoinization and the continued penetration of digital capital, Bitcoin, into the future of finance. At the same time, we are witnessing the emergence of digital intelligence and the AI Singularity, disrupting every business model and the way we work forever. On one side, we have a solid, never changing foundation. On the other, we have exponential acceleration and change. I think it’s the adoption and mastery of these two tools that are critical for a prosperous future.
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David Calvert
David Calvert@SaveDave1·
Revenue? Nah not for MSTR. Just dilute the poor saos dumb enough to buy this debt ridden parasite of a company.
Rob HODLs@RHodls

$MSTR doesn’t need a credit rating. They don’t need S&P inclusion. They don’t need a US strategic bitcoin reserve. They don’t need the clarity act. They don’t need government adoption. They don’t need other institutions to buy or treasury companies to copy.… $STRC and $MSTR ATMs are the only tools they need. And they already have them. And they are just getting started.

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Rob HODLs
Rob HODLs@RHodls·
Bitcoin goes down until the market realizes that the only solution to spiking yields decimating the bond market and accelerating the US debt spiral is yield curve control through unlimited money printing. HODL.
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Rob HODLs
Rob HODLs@RHodls·
BTC Bro is probably going to be right here. @saylor is cleaning house at the moment. Wiped $1.5B of convertible debt. And what a perfect time to demonstrate a bitcoin sale when he’s stacked easily clear of +20k BTC this week.
BTC Bro@BTC_broo

With the heavy accumulation from $STRC this week, Strategy should rip the bandaid off and sell some high cost basis bitcoin. It would: - Kill the FUD instantly - Still net positive $BTC accumulation for the week - Increase BPS - Build cash to service the dividend

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Rob HODLs
Rob HODLs@RHodls·
$MSTR doesn’t need a credit rating. They don’t need S&P inclusion. They don’t need a US strategic bitcoin reserve. They don’t need the clarity act. They don’t need government adoption. They don’t need other institutions to buy or treasury companies to copy.… $STRC and $MSTR ATMs are the only tools they need. And they already have them. And they are just getting started.
Cris Reed 🎙️Bitcoin Mindset Podcast@CrisReed

“We could sell $1 trillion of STRC without a credit rating.”

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Rob HODLs
Rob HODLs@RHodls·
They are going to have to print so much money to keep this under control. Holding bitcoin is going to be rewarded soon enough. We just have to get through any yield “tantrums” that come…
Rob HODLs tweet media
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Rob HODLs
Rob HODLs@RHodls·
@mdubore Definitely will help the company run the ATM more consistently as well.
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mdubore
mdubore@mdubore·
@RHodls Isn't it more to try to prevent the people who buy day before dividend snapshot and sell immediately afterwards? Should help keep the peg closer to par, no?
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Rob HODLs
Rob HODLs@RHodls·
$SATA moving to daily dividends increases its effective yield due to potential for compounding. But this is a double-edged sword. It’s also increasing Strive’s cost of capital (yield for investors is a liability for the company). It’s simply a dividend hike to attract capital masked as a marketing gimmick. $MSTR is the central bank of bitcoin and $STRC is the “risk free rate”. $SATA is a higher risk alternative. The question is simply - is the additional spread worth the risk?
Chris Millas@ChrisMMillas

All this time, Saylor has been talking up Metaplanet as Strategy’s biggest competitor, when in fact all along it may have been a company positioned right under his nose led by two of his biggest disciples — Jeff Walton and Ben Werkman.

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Rob HODLs
Rob HODLs@RHodls·
@SA_Support1 14.2M volume during trading hours. I suspect we get closer to 15M during extended. Volume is concentrating to right before the exdividend date.
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Fizz3
Fizz3@SA_Support1·
@RHodls Nah everything slower than last month. 10.5m prob
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Rob HODLs
Rob HODLs@RHodls·
Who is ready for 15M volume day on $STRC with $0.01 of volatility?
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Rob HODLs
Rob HODLs@RHodls·
@grimpak Thanks KG. I think the concept I outlined there has major implications forStrategy’s business. $MSTR shareholders need to get comfortable with @saylor navigating tradfi markets to win in the bitcoin market.
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Rob HODLs
Rob HODLs@RHodls·
@SteveSokolowsk2 It really is a scheme to acquire more bitcoin. He’s tricking people to give him his fiat so he can grab more bitcoin
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Steve Sokolowski
Steve Sokolowski@SteveSokolowsk2·
@RHodls The whole scheme is at digitalgoldcapture.org. Saylor is right in the thick of it. There's no "adoption" of $STRC. STRC is not like BTC, where you spend it like a currency. It's just part of a scheme created by Saylor, Silbert, DCG, and all the others.
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Rob HODLs
Rob HODLs@RHodls·
What we need to keep an eye on are entities using $STRC that get over leveraged and blow up. Forced liquidations of $STRC at a meaningful scale can undermine $MSTR’s peg to $100, their ATM usage and cost of capital. This is not a risk today IMO But as $STRC adoption accelerates, the “$STrC carry trade” blowing up becomes a real risk to the company. I’ll be watching 👀
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Rob HODLs
Rob HODLs@RHodls·
@cmurray25 Then the market is going to the moon. Biggest stock market bubble of all time inbound. (I suspect you’re right)
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Rob HODLs
Rob HODLs@RHodls·
Jerome Powell leaving Warsh an unwinnable situation. Can’t raise rates. Cant cut them. Jerome exiting with his legacy intact. 👏 well played.
Merlijn The Trader@MerlijnTrader

THIS IS BADD: 🇺🇸 The worst possible welcome gift for a new Fed Chair. Kevin Warsh takes over this week. CPI jumps to 3.8%. Highest in 3 years. Core CPI jumps to 2.8%. Highest in 8 months. Trump wanted rate cuts. Warsh wanted rate cuts. Inflation just said: not happening. Rate cut odds: below 3%. Rate hike odds: above 35%. If the Fed hikes to crush inflation. Markets get crushed too. I've been warning about this for weeks.

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Rob HODLs
Rob HODLs@RHodls·
You have to sell bitcoin for fiat to prove that Bitcoin has value to fiat-brained tradfi-ists. @saylor forced to play fiat games to win Bitcoin prizes. I’m game for it.
BLAKE⚡️ROGUE MONEY USER@bleighky

Strategy’s entire business is selling $STRC backed by an 818k+ $BTC tower. Yet S&P gives that stack zero credit. The moment they’re willing to sell bitcoin to support STRC dividends, the BTC reserve becomes credit-positive collateral. It’s actually very simple.

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Rob HODLs
Rob HODLs@RHodls·
“Bitcoin isn’t just sitting idle on our balance sheet, we believe it can be managed strategically.” Why would anyone take this risk over Bitcoin in cold storage or BTC yield via $MSTR?
David Bailey🇵🇷 $2.0mm/btc is the floor@DavidFBailey

Q1 is closed for Nakamoto: As of March 31, Nakamoto held 5,000+ Bitcoin worth approximately $345M, an asset base we believe positions us to build and scale Nakamoto. 🟠 We launched an actively managed derivatives strategy utilizing a portion of the Bitcoin within our loan structure, generating ~$1.1M during the quarter. This is an important part of the vision for Nakamoto, Bitcoin isn’t just sitting idle on our balance sheet, we believe it can be managed strategically. 🟠 We closed the acquisitions of BTC Inc. and UTXO Management, bringing our media, asset management, and advisory businesses together under Nakamoto. Our goal is to combine a strong Bitcoin balance sheet with operating businesses that generate revenue, relationships, and long-term growth. 🟠 Our operating businesses contributed ~$1.6M in revenue in a partial quarter. Next quarter will reflect a full quarter of operating results across the company. We’re still early in building Nakamoto, but the foundation is now in place.

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Keşfet

@SaveDave1 @saylor @NathanpartPrice @mdubore @SA_Support1 @grimpak @SteveSokolowsk2 @elonmusk