Spirit Pilot 🟡

JUST IN: 🇺🇸 Pro-Bitcoin Kevin Warsh officially sworn in as new Federal Reserve Chair.

Let me recap the Q&A. $MSTR

₿usy stackin'

You want bitcoin to go to $100K again? Take your coins off of the exchange. ...seriously.

SpaceX disclosed in their IPO paperwork today the company holds 18,712 bitcoin worth $1.4 billion, more than two times as much bitcoin as previously reported.

NAILED IT: Jeff Bezos: “A nurse in Queens who makes $75K a year pays more than $12K a year in taxes. Does that really make sense?” “So people talk about making the tax system more progressive. How about we start by having the nurse in Queens NOT pay taxes? At all!” “Why is a nurse in Queens who makes $75K a year paying more than $1K a month in taxes?” “That’s $1K a month that could help with rent or groceries or anything.” “And by the way, do you know what that all adds up to? The bottom half of income earners in this country pay only 3% of the taxes. It’s only 3%.” “We can find 3%. So we don’t have... it’s a small amount of money for the government. You know that. And the more I thought about it, to me, it’s kind of absurd that we’re doing this.” “We shouldn’t be asking this nurse in Queens to send money to Washington — they should be sending her an apology. It really makes no sense.” Exactly!

Just voted for governor @ChadBianco

Obviously the increase in STRC issuance has a downward impact on price one short term holders rotate out after ex dividend date. For this reason I expect STRC's yield to be > 10% annualized at least for the next 5 years. It will be clear by that point, that Bitcoin backed credit instruments are some of the best performing securities on the market.

Strive acquired an additional 382 $BTC for ~$30.3 million at an average cost of ~$79,348 per bitcoin. STRIVE SNAPSHOT Bitcoin holdings: 15,391 QTD BTC Yield: 6.6% YTD BTC Yield: 18.4% Amplification ratio: 44.3% $ASST $SATA

Imagine moving to a state where your first $100,000 is tax-free. Gas is $3 a gallon. Housing and utilities are affordable. Streets are clean. Neighborhoods are safe. With Steve Hilton as governor you won't need to move. That will be California. ☀️ But only if you VOTE for it!

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

If you can get to #Denver You're invited to an AIR21 trial. "The Coach in the Cockpit." Captain Clifford v, @united @UnitedPilots karlenepetitt.com/air21-trial-in… #whistleblower #aviation #traveling @CNN @FoxNews @denverpost @DenverChannel @KDVR

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

It simply won't stop. It is Sunday night and the US 10Y Note Yield just casually hit 4.63%, the highest since February 2025. We are now ~4 basis points ABOVE the high that prompted President Trump's "90-day tariff pause" in April 2025. This puts the 10Y Note Yield up +70 basis points since the Iran War, with US mortgage rates now nearing 7.00%+. And, in a sudden turn of events, the odds of rate cuts have collapsed to 2% this year and US inflation is nearing 4%+. The US bond market is collapsing in real-time.

We have beef with how inflation is calculated.

Warsh has signaled he wants to change the Fed’s preferred inflation gauge. The Fed has used Core PCE, which excludes food and energy, as its benchmark since 2000. Warsh favors Trimmed Mean PCE, which removes the most extreme price movements each month instead of excluding whole categories. The practical difference: Trimmed Mean PCE currently reads 2.36%, well below the 3.20% reading on Core PCE. Depending on which measure the Fed follows, the case for rate cuts looks very different. This is not a minor procedural change. The metric the Fed uses to gauge inflation directly determines when it judges the economy to be at target. If Warsh moves the committee toward Trimmed Mean PCE, he is mathematically moving the Fed closer to a declared victory on inflation, which creates runway for rate cuts even as headline readings stay elevated. You’d think with 400+ Ph.D. economists and 500+ researchers on the payroll, the Fed would run the most sophisticated macro forecasting operation on the planet, leaving Bloomberg and every major hedge fund in the dust. Not even close. When the data doesn’t cooperate, just change the data. Same thing I saw in the Army when time or weather worked against higher leadership, and we would quietly move the goalposts rather than admit the standard couldn’t be met. Can you tell why I didn’t stick around for the full 20 years?

@lindsay__stamp $STRC

You come into some cash… Stock market is at all time highs. Real estate is expensive. Interest rates are high and potentially going higher. Bitcoin down 60% from all time highs has to be a major consideration, right? Thoughts?

Just voted for @ChadBianco

If you are a $STRC shareholder and have not already voted, please take a moment to do it now. Together, we can make history and establish the $100 standard for Digital Credit.

@Jason just seeing this for the first time.