BITLORD
1.8K posts


@ActuallyClimber Its actually reflexive. The higher rate is beneficial for demand when bitcoin price is suppressed. Increases future arb and buys more bitcoin for same notional dollars today.
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Seemingly lots of retail $MSTR investors don’t get this. They also think $STRC dividend rate going up is a good thing when success would be the exact opposite. Sure, it’s still pretty new, but stop spinning higher rates as success 😂.
Climb That Ladder@ActuallyClimber
@noremacback Right now they’re basically at their amplification aim. So for every $1 MIL of STRC they sell, they need to sell $2 MIL of MSTR to keep the overall 1/3ish ratio.
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Why hold Bitcoin or $MSTR if you can just 2-4x leverage a 11.5% yielding $STRC safe, low volatility preferred stock that has more rights to the underlying Bitcoin than the common stock anyway if shit hits the fan?
I can’t imagine thinking this is a good idea. Though already seeing people suggest it’s a great opportunity. Do people really think risk and volatility can be swept under the rug like this? It’s like squeezing a Twinkie in your hand and being surprised at the idea that it’s going to start oozing out between your fingers.
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@SimonSvatos1 This aged like milk boss. Study harder, might want to look at dividend dates. Clown.
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@ActuallyClimber @DmtElf117 @Rajatsoni This is the flywheel. They will run the atm on common to keep amp ratio same. Although I expect amp ratio to bleed up here as strc is much much more effective in a bear market.
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The fact that it’s technically callable at $101 acts as a psychological ceiling to a large extent. Though sure they can also sell $200ish of MSTR and $100ish of STRC and buy $300 of Bitcoin to keep the ratio around 30% (amplification). Likely what they are doing now, but if/when MSTR starts trading around 0.7-0.9 mNAV, they may not be eager to do this.
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@blondebroker1 Its reported in the arrears. Price was 78k on monday when he used the atm to buy the stock. Read a fucking filing.
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I mean he’s not wrong
$MSTR, $BTC
Nick O’Neill@chooserich
MICHAEL SAYLOR WRECKS SHAREHOLDERS WITH WOST BITCOIN BUY EVER
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Been getting some really lovely messages from the bros about this one 🥰💩🤡
as.ft.com/r/c5f6afbc-5a4…
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Bitcoin is 4.5x more valuable than it was in 2022.
In addition to that, Strategy has over 4x the amount of Bitcoin they had in 2022.
In 2022 the mNAV hit 0.7x.
Now the mNAV is 1.09x,
Strategy is unassailable.
Unless you think Bitcoin is going to zero.
But if you think that, now we know how seriously we need to take you.
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@julianhosp It tells me you lack the basic understanding of him reporting last weeks purchases every monday. When spot price was 10k higher. Its reported in the arrears you two bit clown
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In the US, there’s roughly $8 trillion in money market funds.
The national average for money market accounts in the US is around 4%
STRC pays an 11% dividend
That’s nearly 3x more than MM funds.
Because of ROC dividend, now let’s call the effective rate 16% making the interest 4x
If retail investors were aware of STRC and understood the mechanics, they could 4-6x their interest (blended over the next couple of years) on savings.
Do people understand how impactful this could be for people - especially those who were struggling?
How about retirees on a defined pension plan with limited resources?
It gives everyday people a chance at outrunning the money printer, which is only going to sprint towards the hyperinflation finish line (TLDR of Parker Lewis presentation of Bitcoin’s Great Asymmetry).
95% of the rhetoric out here on STRC, except for those of us that deeply understood/followed the instrument since last July, spew hate
What if this actually works?
Have you ran that through your model?
Do you understand how many people will benefit from this product on a personal level? And potentially how this extra income could be used to help positively impact others as well?
Let me give you an example”If…then” statement that maybe will change your perspective:
If STRC works as it’s designed - then retail investors, family offices, institutions, hedge funds, will their reserves to escape inevitable “dilution” from the system. The negative-yielding, decaying, failing instruments (HYSAs, annuities, CDs, etc) will become irrelevant once users lose faith in the ability of the product to help preserve their wealth.
Any instrument yielding less than the “money printer rate” 7-8% per year WILL EVENTUALLY move over to STRC on a long enough duration if that particular user/entity
1. Believes in Bitcoin
2. Believes in the issuer
My observation has been once you move fiat into STRC, it’s like a supercharged bitcoin-laced monthly coupon. Compare that with an illiquid pref or worse a CD with a lock-up penalty period of 12 months yielding 25% the coupon of STRC.
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100% of distributions paid by Strategy during 2025 on its Digital Credit instruments were treated as a nontaxable Return of Capital (ROC), to the extent of a shareholder's tax basis, for U.S. federal income tax purposes. $STRC strategy.com/press/strategy…
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@BurnTheShips83 @MrBitcoinWhalee Alot of words to say you dont understand bitcoin. Study harder
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Honestly, I just expressed the same sentiment to some of my crypto friends.
BC was such an innovative and novel idea when it first arrived on the financial scene. One could say that it's similar to when the first cars were invented and completely changed the horse and buggy industry.
As time progresses, good technology only gets better, faster, safer and more secure.
The Model T was amazing when it first came out, but if I had to choose a daily driver, I would definitely pick any modern vehicle over a Model T.
In the same way, the utility value of BC has dropped dramatically compared to newer tokens. Why would I choose BC to move and store value when there are tokens with massively improved security and utility such as HBAR and XRP?
From an investment standpoint, yes, if it sticks around, BC could become a legacy asset like gold or silver and eventually hit $1million per token. That said, if I bought BC right now and it did reach those highs, it would only be around an 11X return on investment. That's actually realky great, as far as traditional investments are concerned.
On the flip side though, the headroom for returns on tokens with much greater security and utility can reach into the 100X, 1000X and even 10,000X zones. Why settle for "good" when the opportunity for "Omg! Wtf?! This is incredible!" exists?
Logically, it does make it rather difficult to find solid reasons to hold BC.
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@HodlMagoo Its last weeks purchase you moron. The price was 87k last week.
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@WhalePanda @saylor He announces it in the arrears you doorknob. This is like announcing the weather from last week. Not rocket science.
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Strategy has acquired 855 BTC for ~$75.3 million at ~$87,974 per bitcoin. As of 2/1/2026, we hodl 713,502 $BTC acquired for ~$54.26 billion at ~$76,052 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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@KobeissiLetter Imagine telling shareholders their entire company is basically a leveraged Bitcoin ETF with operating expenses.
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