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Strategy Dude
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Strategy Dude
@_StrategyDude
Bitcoin, $MSTR, Chemical Engineer. Seeker of sun, beaches, & tropical locations.
MSTR Katılım Mart 2021
696 Takip Edilen1.8K Takipçiler
Strategy Dude retweetledi
@phongle @Strategy Exactly why @Strategy is operating on a different level. Most corps run on 3 levers (cash/equity/debt). You’ve built 8+ engines with $64.8B BTC as the ultimate asymmetric fuel. This is the new corporate finance playbook. Respect @phongle 💪₿ #BitcoinTreasury
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Strategy Dude retweetledi
If you’re still 🐻 , you don’t understand what’s happening
gum@gumsays
$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯 That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today It is unbelievable how we're not past $82K yet.
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Strategy Dude retweetledi
By repurchasing and canceling $1.5 billion, the firm immediately reduces its total outstanding debt. This lowers future repayment obligations and improves the company's leverage ratios, which will be viewed favorably by credit rating agencies.
Strategy@Strategy
Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC strategy.com/press/strategy…
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Strategy Dude retweetledi
Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC
strategy.com/press/strategy…
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@Giovann35084111 @natbrunell This was an excellent interview Gio. Natalie is very gracious and a great host. I hope you can continue to share your knowledge with the world.
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The Scientific Bitcoin Institute should make Natalie our spokesperson. This is the best introduction of the power law that I ever saw.
She does this better than me. @natbrunell
Tim@Timmynomates
100%
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Strategy Dude retweetledi
Great to see the innovation happening at Strive in Digital Credit. Once used to create the physical rails to enable the industrial revolution, Preferred Equity will now create the digital rails to enable the digital revolution. Congrats @ColeMacro and team.
Matt Cole@ColeMacro
$SATA Updates: - First security in history to pay daily dividends - Beginning 6/16/26, pays on business days, ~250x per year - APR maintained at 13% through June '26 @Strive now holds 15,009 Bitcoin (~$1.2B) with zero debt & $ASST is the only BTCTC w/ pref only amplification.
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Strategy Dude retweetledi
I don't know who needs to hear this.
You can like Strategy and Bitcoin
You can root for Metaplanet and Strive at the same time
You can appreciate what Capital B, Smarter Web and H100 are building in Europe
You can be equally bullish on Méliuz and Oranje in Brazil
You can be excited about BSTR and XXI entering the market
This isn't sports. Your team doesn't need to lose for my team to win
These companies serve different markets, draw from different capital pools, operate under different leaders, and take different approaches
That's the point
If you believe in what Bitcoin treasury companies are doing, there's room for more than your favorite at the table
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Strategy Dude retweetledi
At some point, we run out of bitcoin to buy. We can debate when that is, and what the terminal accumulation number looks like, and what amounts of BTC are trade-able on exchanges, etc, but I do want to get an understanding from management on their thoughts on this: What is the source of growth for Strategy in a post accumulation era?
- said with humility & respect
I think about this question and potential solutions every single day. And @BitStrategy21 called it “the most important question we have.”
And I would humbly suggest the reason for this is because, external of the company itself, nobody is thinking as long term as we are.
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Strategy Dude retweetledi
This is the golden era for Saylor interviews
CoinDesk@CoinDesk
JUST IN: @saylor sits down with CoinDesk's @btcjvs to discuss being the world’s largest Bitcoin buyer with $62B purchased and describe the convergence of TradFi and DeFi via their digital credit product Stretch (STRC), which has rapidly grown and helps fund Bitcoin accumulation. Here is the full conversation: 00:00 Biggest Bitcoin Buyer 00:12 Consensus Miami Buzz 01:12 Earnings Call Breakdown 03:01 Retiring Convertible Bonds 05:07 Yield First Decisions 08:25 Funding Dividends Options 09:29 Selling Bitcoin Impact 11:40 Buying the Top Critique 15:40 Transparency Not Trading 18:32 Tax Loss Harvesting Choices 22:15 Balancing Equity Credit BTC 25:55 Bear Market Stretch Engine 27:25 Europe Stream Lessons 30:46 UK Regulation Arbitrage 33:34 Stretch Dividends Timing 35:08 Macro Panic Explained 36:08 Monthly Issuance Whiplash 38:20 Why Stretch Trades Near Par 40:21 Growth Over Lower Rates 45:15 Sharpe Ratio Vision 46:44 Liquidity Drives Adoption 50:21 Credit Rating Not Required 54:44 DeFi Yield Coin Boom 55:59 Leverage Risk And Stress Tests 59:46 Perpetual Design Anti Bank Run 01:02:23 Let Traders Provide Liquidity 01:06:23 Institutional Views And Catalysts 01:11:50 Lindy Effect And Closing Thoughts
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Strategy Dude retweetledi
Canergie explains that credit is a function of capital.
As your capital increases, your credit increases even faster.
He writes:
"Capitalists trust the saving young man.
For every hundred dollars you can produce as the result of hard-won savings, Midas, in search of a partner, will lend or credit a thousand; for every thousand, fifty thousand. "
$100 capital = $1,000 credit (1:10)
$1000 capital = $50,000 credit (1:50)
This is why the Strategy Bitcoin Accumulation Rate has accelerated as its Bitcoin stack has grown.
The more Bitcoin you own, the more each Bitcoin is worth.
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Strategy Dude retweetledi
Strategy Dude retweetledi
Strategy Dude retweetledi
A depiction of Bitcoin defending the bottom price of power law.
@dotkrueger @Giovann35084111
Johnny Midnight ⚡️@its_The_Dr
Lolol.
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Strategy Dude retweetledi
My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026.
0:00 - Strategy’s Bitcoin sale controversy
0:36 - Why Strategy may sell Bitcoin
3:12 - “Never sell your Bitcoin” explained
4:40 - How Strategy buys more Bitcoin than it sells
6:33 - Michael Saylor’s Bitcoin accumulation philosophy
8:04 - Using Bitcoin liquidity and market arbitrage
11:14 - Responding to Ponzi scheme criticism
13:32 - STRC trading patterns and Bitcoin buying
15:05 - What really drives Bitcoin’s price
17:58 - Bitcoin, macro risks, and Fed policy
19:43 - Bitcoin as digital capital and digital credit
21:52 - Strategy’s dominance in preferred stock issuance
23:09 - AI, digital credit, and Bitcoin’s future
24:36 - Saylor’s childhood inspiration and MIT story
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Strategy Dude retweetledi
$STRC is a passenger jet. $BTC is a fighter jet. $MSTR is a rocket ship.
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Strategy Dude retweetledi