Jon Stanich

@EastLessie @StrategyMaxi @grok MSTR price is back to March 2024 levels and you say I am cherry picking. 🤦🏼‍♂️

@StanichChannel @StrategyMaxi @grok, is there an international-level cherry-pick competition this man can compete in after winning nationals?

Retiring in 7 years. Mid-30s. How? 100% MSTR. That’s it. You only need 300 shares held until 2033. Then two paths open: Live a life of leisure forever or go change the world. Wealth. Power. Focus. That’s all you need.

@StrategyMaxi MSTR price is back to where it was in March 2024. Maybe MSTR was a good investment is you got in early, but the bubble has popped.

@StanichChannel 54% CAGR is the worst performance? Got it...

@marc02200 Thank you! Exit liquidity is needed right now.

I really don’t care what anyone says. I’m buying bitcoin.

@BitcoinTeacher_ I would wait for the gap fill at $81. 😉

Buying the $MSTR dip 33 shares now. $1,000 a share when?

@AnHonestNode So the new narrative is that $70K is impressive. 🤔 x.com/JacobKinge/sta…

Bitcoin staying at $70,000 is pretty impressive when the haters said it was dead

@ShaunSmiths @Brennan_BTC22 @grok Strategy is indeed a ponzi, its just that Saylor is advertising exactly how the ponzi works with nothing hidden. If people are dumb enough to invest in the Strategy ponzi, that is on them since Saylor has kept no secrets about his scam.

@Brennan_BTC22 @grok explain to this idiot why Strategy isn’t a ponzi

So… Is the irony lost on everybody here?!

@ShipGeneration @thepowerfulHRV Not great, that gap at $81 will be filled soon. After that it’s anyone’s guess, but likely price will go lower.

@thepowerfulHRV I got in «late» to $MSTR but got an avg of $133 now 😏 I was supposed to be an all in $TSLA guy but now my portfolio is 7% $MSTR / 93% $TSLA.

$MSTR is now 51% of my portfolio. I’m oversizing the position given how cheap the shares are right now, in my view. Added 2 shares this week, lowering my overall cost basis to just $211.

What do you mean by "repair its broken relationship w/ Gulf States?" I am not tracking international relations is about feelings & emotions, everyone always hates everyone anyways. International relations are about forced partnerships, the Gulf States will continue to have relations w/ the US because they have to. When it comes to global politics, the world is still in a Thomas Hobbs "State of War" or a John Locke "State of Nature."

When the dust settles and this war is over, I just don't see a way for the US to repair its broken relationship with the Gulf States And some Americans may say so what, but the Gulf States do throw a lot of money around It is a region you don't want to lose...

@BitcoinChart @Cryptoemperor06 You have to go back 10 years for Bitcoin to outperform gold.

@Cryptoemperor06 She's right, but Bitcoin already left gold in the dust years ago.

JUST IN: ⚡️Cathie Wood says Bitcoin is about to start outperforming gold.

@BitcoinIsaiah It can be changed through a hard fork, or you can just create better improved digital assets. 👇

@StanichChannel If it’s just a “software setting,” try changing it.

It took 17 years to mine the first 20 million coins. It will take another 114 years to mine the remaining 1 million coins. What an incredible milestone to witness.

@operationdanish Gold is down 1.5%. How do you define “puking?”

Gold is puking now… interesting

@ChrisMMillas Strategy is down $7,196,558,000. I expect Strategy will be down over $10,000,000,000 by tomorrow.

@TimWarrenTrades Scammers like Saylor will be a millionaire, but his dumb followers will lose every dollar they invest in this fraud.

How true millionaires are made: They relentlessly accumulate High Conviction discounted assets.

@BitPaine There is, Gold. Digital assets will not work, there are too many of them. Yes I know, “but, but, but only Bitcoin 🤡.”

If only there were a commodity sharply limited in supply and completely unaffected by any geopolitical bullshit. Seems like that would be super valuable in a moment like this.

@dmweisberger The claim that "Bitcoin will continue to gain adoption" is nothing more than a gigantic guess. How does anyone know any digital asset will be used as a store of value? It is far more likely that a gold backed stablecoin will be used as a store of value and a currency.

One way or another, the war will end, life will move on & governments will keep printing... Bitcoin will continue to gain adoption and the power law will assert itself as a response. Zoom out and consider the value of catching a bottom versus missing the opportunity:

@APompliano Yea chart looks great. 🤦‍♂️

Every day feels like Christmas morning when the market is willing to sell you shares of your own company below NAV. We continue to aggressively repurchase shares of $BRR Gobble, gobble! 🦃

@dmweisberger Because they already self destructed going all in on Bitcoin, stock price back to 2017 levels. The only option for MARA is to get out of Bitcoin and find a new business model.

Why do people think a publicly traded company would dump an asset and self destruct? HINT - They wont...

@TheBearLogic @shanaka86 Any intelligent person can read between the lines. MARA stock is back to its 2017 levels, so the Bitcoin business has not been a profitable one. They are obviously getting out.

@shanaka86 This pretty much means that they introduce the option to sell Mining $BTC cost $87k, Spot is at $68k This isn’t telling everyone there selling its they can sell

BREAKING: MARA just broke the BTC HODL pledge. 53,822 BTC. The second-largest public Bitcoin holder on Earth rewrote its treasury policy in a 10-K filed Monday and told the SEC it may start selling coins off the balance sheet. Not just mined output. The reserves. The ones they swore they would never touch. This is not flexibility. This is the math forcing the hand. Production cost sits at $87,000 per coin. Spot trades at $69,000. Every block mined loses money. Hashprice collapsed to a record low of $35 per petahash. And here is the number that tells you everything about where the conviction actually stood: in 2025, MARA bought 4,267 BTC on the open market at an average price of $111,034 per coin. Those purchased coins are now 38% underwater. The company posted a $1.7 billion net loss in Q4 and took a $1.5 billion write-down on the very asset it built its identity around holding forever. They are not the only ones running for the exit. Core Scientific is liquidating ALL 2,537 BTC this quarter. Its CEO called mining essentially in runoff. Bitdeer dumped its entire treasury to zero. Riot sold 5,363 BTC across 2025. Cango moved 4,451 BTC for $305 million. CleanSpark sold 577 BTC in a single month while producing 7,124 for the year, meaning the treasury is shrinking not growing. Every major public miner is converting Bitcoin into AI data center capital because one megawatt of mining revenue earns a mining multiple while one megawatt of AI cloud revenue earns three to twenty-five times that. The arbitrage is not subtle. It is screaming. Now look at the other side of this trade. Strategy bought 3,015 BTC last week at $67,700. Holdings: 720,737 BTC. Cost basis: $54.77 billion. Saylor is the only large-scale public buyer left standing in a market where every producer is selling. The entities that mine Bitcoin no longer want to hold it. The entity that holds the most Bitcoin has never mined a single satoshi. Production and accumulation have fully decoupled for the first time in this asset’s sixteen-year history. But the blockchain is telling a different story than the filing. Arkham Intelligence shows 13,057 BTC on-chain in identifiable MARA wallets versus 53,822 reported. The rest sits in custodial or off-chain arrangements. And since the 10-K dropped, zero confirmed on-chain movement. The SEC paperwork says sell. The chain says wait. That gap is where the real signal lives. Falsifier: if MARA wallets show no material outflows within 90 days, this was optionality theater and the overhang is phantom. If movement begins into a market sitting at Fear and Greed 15 with BTC already 22% down year-to-date, the reflexive loop activates and every miner treasury becomes a ticking supply bomb. The HODL era for public miners ended the day the halving killed the margin and AI offered a twenty-five-times exit. They were never conviction holders. They were businesses waiting for a better trade. They found it.