Pedro ₿

My goal on X is to beat FUD, spread the word of Bitcoin and instill belief in $MSTR and @saylor through math and monetary energy.

@MegaRoarBTC Of course not. bitcoin:native

Please tell me you don't own any shitcoins. It's BITCOIN only. 🟠🫡

JUST IN: 🇰🇷 South Korea to include crypto under planned state asset management law.

JUST IN: $111,111,000 worth of crypto shorts liquidated in the past 60 minutes.

@saylor @Strategy Amplified. Bitcoin. $MSTR

Currently, $MSTR matches $IBIT at a 1.0x BTC Rating, with the added upside of our Digital Credit business. Our most senior Digital Credit security, $STRF, stands at 11.0x.

bitcoin:native breezing past $65,000. Let’s have a great day everyone.

BIP 110: Bitcoin Iatrogenic Proposal.

No. Bitcoin's hardness as money comes from its fixed supply, PoW, and decentralized consensus—not from consensus rules policing data use. BIP-110 is a temporary soft fork to limit arbitrary data (inscriptions, large OP_RETURN, certain Taproot abuse) for ~1 year to reduce node bloat and refocus on payments. Proponents rightly note spam raises costs and distorts incentives. However, it has near-zero miner support, risks chain splits or precedent for use-case censorship, and won't stop adaptive spammers. Legitimate scripts and upgrades face complications despite grandfathering. Bitcoin has handled spam waves via fees and policy before. Overriding changes without broad consensus threatens the neutrality and trust that make it the hardest money. Market incentives and better node tech are safer paths.

JUST IN: 🇯🇵 Japan officially passes law recognizing crypto as "financial assets."

@NitherDither @BitStrategy21 The Digital Credit Industry.

@StrategyPedro @BitStrategy21 What "industry" 😂

This is a common misunderstanding. Strategy have clearly stated they are not in competition with ASST and SATA. The success of SATA helps to build the Digital Credit industry as a whole.

Follow me if you hold $MSTR. If you aren't following me, then you are not holding $MSTR. No buts. No ifs. Calling everyone out now. I'm the greatest $MSTR bull on X, just next to Saylor, Ryquant, and BitStrategy. I dominate $MSTR feed with guys above. Thank you.

STRC has been a massive success. And the current drawdown actually makes the proof harder... which makes the result more meaningful. Since the IPO, Strategy has issued 104.9 million STRC shares representing $10.49 billion of stated capital and approximately $10.15 billion of net proceeds. That capital was effectively converted into Bitcoin exposure with no contractual maturity or refinancing wall. Every STRC dividend due through June 30 has been paid. An IPO investor paid $90. Today STRC trades at $88.40, but investors have already received $9.9458 per share in cash. $88.40 + $9.95 = $98.35. That is a +9.3% total return while Bitcoin fell from $117,950 to $64,604: −45.2%. STRC outperformed Bitcoin by 54.5 percentage points. Its full-life annualized volatility was 21.9% versus 43.6% for Bitcoin. Maximum drawdown was −25.5% versus −53.0%. In variance terms, STRC stripped away roughly 75% of Bitcoin’s volatility while still producing a positive return. The par-stability mechanism is under stress today, so the issuance machine is paused. STRC is trading below its $100 target, and its volatility over the latest 30 sessions has temporarily exceeded Bitcoin’s. This is not a risk-free stablecoin wearing a Bloomberg terminal costume. But even after its first serious stress test, the original investor remains positive, every dividend due has been paid, and Strategy has successfully scaled the instrument beyond $10 billion. The current coupon is $12 per $100 of stated amount. Accounting for issuance prices, Strategy’s weighted cash cost is roughly 12.4% of the net capital actually raised. If $100 of STRC funds $100 of Bitcoin and BTC compounds at 20% for four years, the Bitcoin becomes $207. Subtract the $100 senior claim and $48 of cumulative dividends. That leaves approximately $59 of new residual value for MSTR common. At 30% BTC CAGR, the residual approaches $138. STRC sells the market a high cash yield while transferring Bitcoin’s uncapped long-duration appreciation into MSTR’s residual claim. If Bitcoin compounds faster than the funding cost, Strategy captures the spread. Perpetual preferred financing applied to the hardest asset on Earth will continue to be an amazing model. By any honest capital-markets standard, STRC has been a huge success so far.

@nraynman That’s true.

@StrategyPedro $ASST can buy up to 10% of their btc stack within a good week of $SATA atm $MSTR can't $ASST is a smaller horse but a faster one

$MSTR will outperform $ASST. Yes, Strive has no debt (only prefs). But Strategy is the pioneer. They hold 800,000+ Bitcoin. People know Saylor. They either like him or hate him, but they know him. I see why people buy $ASST. I don’t wish or see bad outcomes for any of them. But when Bitcoin starts rallying, are you gonna buy a stock of a company with 20,000 Bitcoin, ranked 7th - or 800,000 Bitcoin, ranked 1st? A regular investor is unlikely to look at debt when market is moving on a rally hype. They might look at it (as they should) but is it gonna really make them buy ASST over MSTR? Of course not. No one cares if Strategy has $6B debt if they are holding >$150B Bitcoin. Saylor is hype. Strategy is hype. Hype sells. $BTC

@AdamSimecka You’re right! I surely just misread the first time!

@StrategyPedro I said they have it. Read the post again.

Strategy is only really screwed if they don't actually have 800,000 bitcoin. But they said they have it. So, they must. Right? Only Coinbase knows.

@Fermitthakrog8 @AdamSimecka Hey Fermit, nice to see you again. Hope you’re doing well. Doing someone once != mandatory you do it again.

@StrategyPedro @AdamSimecka Accusing? Saylor was already charged with fraud back in 2000. You must be new.

bitcoin:native regains $65,000. Interesting. Turns out Bitcoin can still put up a fight.

Sorry to break it to you folks, but by 2029 there will be 10x the orange ties. Strategy is well on its way to being the most valuable company in the world and you continue to feed the flame with the FUD and nonsense. The drama will bring the eyeballs, Bitcoin is going up forever, therefore MSTR just goes up more, therefore 100x the people end up finding a relentless stream of Saylorian Gospel content from an absolute ASSASSIN of TRUTH known as the Bitcoin Wizard. It sucks for you, I know. Just know that we will continue doing all we can to make you rich and happy.

@kurtknapp Thanks, Kurt. I’ll live.

@StrategyPedro Saylor doesn't care about you.

Day 17 of reposting Saylor every day until I get a like. All in. $MSTR

Our goal is clear: return $STRC to par.