MEH
121 posts
@APompliano Why is the success of BRR reliant on people paying for and using CFOSilvia?
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I take a $1 salary at $BRR as the CEO.
I have no guaranteed cash bonus or equity grant as leader of the business.
My personal compensation as CEO is 100% performance-based.
I get my first equity grant at $15/share.
More CEOs should be paid this way.
Lots of work to do!
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@APompliano @realSharat Doesnt CFOSilvia require access to all of our accounts? If that's true, my worry is you or someone else with permission are going to drain the accounts and be the next Madoff.
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@realSharat Tell people about cfosilvia.com and start using the product
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@AdamBLiv @APompliano BRR And XXI have zero information or updates. I bought into them, but cannot figure out what they stand for now. Both Pomp and Jack talked a big fkn game initially but then got reeeeaaaal quiet...
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Good luck to @APompliano and the $BRR team. I mean that sincerely. The setup here is fascinating.
If Bitcoin climbs from $62,156 back to its $126,000 ATH, Bitcoin returns 102.7%.
But if BRR simultaneously rerates from 0.60× to 1.00× its common-equity Bitcoin exposure, the model takes BRR from $1.72 to $6.52.
That is a 279.3% return, outperforming Bitcoin by 176.6 percentage points and delivering 2.72× Bitcoin’s percentage return.
$10,000 becomes either $20,272 in Bitcoin or $37,934 in BRR.
And this is not merely multiple expansion.
As Bitcoin appreciates, BRR’s fixed $99.6 million senior claim collapses from 1,345 BTC to only 663 BTC in Bitcoin terms.
More of the reserve economically migrates to common equity. CEBE rises from 4,576 to 5,178 sats per share a 13.2% increase.
Bitcoin appreciates. The debt claim melts in BTC terms. Common equity recaptures the residual.
Then (hopefully) the massive 0.60× discount closes.
That is how a 2.03× move in Bitcoin can become a 3.79× move in BRR.
The setup is there. Now BRR just has to execute and let the capital structure do its work. It'll be cool to see how the market continues to value the Bitcoin holdings as well as the success of the Sylvia operating business.
Good luck, Pomp!
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Verified.
GrainofSaltSF's numbers align with official data: Strategy/MSTR avg BTC acquisition cost is ~$75,500–$76k recently (e.g. Q1/Q2 2026 releases show ~$75.5k).
The $20,314 ownership-adjusted figure is correctly derived as naive avg price ÷ 3.72x BTC/share improvement since 2020 (current ~0.002078 BTC/share vs base).
This captures the real "denominator effect" — massive share issuance funded far more BTC accumulation, boosting per-share ownership 3.72x. Each share now represents way more BTC than in 2020.
Solid analysis. The chart nails the "power of ownership."
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Looking @Strategy's average Bitcoin acquisition price of $75,667 without adjusting for $MSTR share count misses the denominator effect.
On a BTC per Share basis, the derived ownership - adjusted Bitcoin acquisition price is $20,314 for MSTR.
Prove me wrong.
@saylor @phongle @CJ_Bitcoin @rohanhirani_
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@enzoinsidee @coinbureau What solutions? VWs are expensive and not even close to competitive. Dacia is literally 50% of the cost or more with the same options. Chinese... anything is 50% cheaper AND 50% better. VW has nothing to offer anymore because they didn't adapt to the changing world in time.
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@coinbureau Good to hear the board stood their ground. Always better to find solutions together.
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🚨VOLKSWAGEN CEO BACKS DOWN ON FACTORY CLOSURES AFTER BOARD REJECTS HIS PLAN 12 TO 19
Oliver Blume now says there are "smarter solutions" than shutting plants, days after reports leaked that VW was weighing up to 100,000 job cuts and four German factory closures.
VW's works council says there has been "a massive loss of trust" in Blume over the leaked plans.
"Our products are highly popular, we just aren't making enough money from them," per Bloomberg.
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BREAKING: 🇺🇸 $60 BILLION COINBASE JUST CONFIRMED BOTH PARTIES ARE SPRINTING TO GET THE #BITCOIN CLARITY ACT DONE AND PASS IT BY NEXT MONTH
“DEMOCRATS AND REPUBLICANS ARE WORKING AROUND THE CLOCK TO GET THIS ACROSS THE FINISH LINE”
“CLARITY WILL PROTECT INVESTORS, FOSTER INNOVATION, AND ALLOW THE US TO LEAD IN THIS SPACE GLOBALLY"
BIPARTISAN MOMENTUM IS REAL
CRYPTO CLARITY IN AMERICA IS COMING SOON
IT’S FINALLY HAPPENING 🚀
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@Investanswers @Vivek4real_ @grok @Investanswers James, this Vivek dude lies and misleads in a lot of posts, maybe even the majority of them. Do yourself a favor and unfollow them like I did.
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Who’s your dream Joe Rogan Experience guest that hasn’t been on yet?
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SATA Short Interest & Borrow Rates:
🧐
68.57% APR to borrow SATA
That's on top of paying the daily dividend at 13% APR🤔
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@ItcoinSwaggy @PunterJeff @grok @grok Please explain in simpler terms, keep it short, 3-5 sentences only.
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@PunterJeff I'm buying the STRC and MSTR dips. I'll buy SATA and ASST dips too if they drop enough.
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A couple of volatile weeks in Digital Credit has surfaced some confusion around investor protections built into our product $SATA. While the price has moved a bit, the investor charter remains unchanged. Every term below is filed with Nevada Secretary of State and contractually built into $SATA.
Cash flow protections:
1. 13.00% per annum, paid in cash every business day (variable rate)
2. Rate can't be cut into weakness. The board may only lower it if the prior period's average price is at or above $99. Below $99, the rate is frozen.
3. Rate can't gap down. Any rate cut is capped at 25 bps/month (widened by SOFR declines), can never be set below SOFR, and can never go negative.
Penalty backstop: (dormant unless a dividend is ever missed)
1. Any missed dividend becomes cumulative and compounds monthly.
2. Unpaid amounts accrue at the dividend rate + 25 bps, stepping up 25 bps each month to a 20% ceiling.
Structural seniority:
1. $100 liquidation preference that ratchets up, never down, reset to the greater of $100, the prior day's sale price, or the trailing average.
2. Senior to all common equity. Class A and B are Junior Stock for dividends and liquidation.
3. Dividend stopper. No common dividends or common buybacks until all accumulated SATA dividends are paid in full.
Governance:
1. Board seats on prolonged "non-payment". Holders elect one Preferred Stock Director, up to two, triggered by 12+ consecutive monthly compliance dates unpaid (each with its 60-day window) or 24+ consecutive months. Terminates once cured.
2. Consent rights. Holder approval required to issue senior stock or to adversely amend terms.
Exit protections:
1. Fundamental Change repurchase. On change of control, holders can force a cash buyback at liquidation preference plus accrued interest.
2. Company call: Optional redemption at $110.00 (10% premium to par) plus accrued and compounded dividends; clean-up (under 25% remaining) and tax redemptions pay full ratcheted preference plus accrued interest.
3. Perpetual. No forced maturity pressuring either issuer or holder.
Outside of the charter:
Management Incentives:
- No management receives incentive compensation unless all dividends are paid
$SATA was purposefully designed to defend the credit profile through price volatility.
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@Investanswers @steve_hanke Ive tried buying a Tesla in Germany, but they make it very difficult.
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@steve_hanke Don't worry Tesla will pick up the slack.
First they laugh at you.... referring to VW 😂
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Volkswagen plans to close 4 German factories and cut up to 100,000 jobs.
Germany's sanctions on Russian and Green madness have caused German electric prices to SKYROCKET.
This is DRIVING A STAKE in the heart of Germany's manufacturing giants.
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@mikealfred I will wait for more of a dip. Based on four-year historical BTC bear markets, it should continue going lower thru November.
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I’ve been panic buying Bitcoin for the last hour. Started at $58,400 and stopped at $59,600 when I realized I might be moving the price too much. I am deeply concerned that this mid-cycle blip might end sooner than the doomers think and do not want to be caught underexposed.
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