Brendan Reilly

@PunterJeff @Z06Z07 Higher!😁

$ASST market cap > $1 Billion ✅ $ASST balance sheet > $1 Billion ✅ Now larger than $AMC and was the 786th largest publicly traded equity by dollar volume today. Great week, energy is building.

@AdamBLiv Did you see Strive is looking take the other 2 weeks? Get paid every week, crazy!

STRATEGY IS COMING FOR ALL THE BITCOIN

@JoshMandell6 SATA will take the other 2 weeks!

Good idea! This will increase the pull to par effect and decrease the number of days to recovery to par.

@ColeMacro Only if you want to take over the fixed income market!😁

Should Strive increase $SATA dividend frequency to biweekly on the 7th & 21st of each month, allowing for investors of both $STRC & $SATA to collect weekly dividends?

@Z06Z07 @Strive @Strategy @AdamBLiv Yes! I think they have to do it, the idea is too good.

If $SATA goes biweekly along with $STRC, because they are currently offset by two weeks, you could go 50:50 and get paid weekly. @Strive @Strategy @AdamBLiv

@WOLF_Bitcoin_ Bitcoin is what it needs to be for the people who hold it. Depending on demographics(especially age), it can 100% be a hedge.

Jack Mallers with the most important Bitcoin take right now 👀 "Bitcoin is NOT a hedge. It's a solution." "Anyone who understands Bitcoin doesn't take 1% of their portfolio and use it as a hedge." "Bitcoin is their ENTIRE portfolio." x.com/fiatarchive/st… "It's not supposed to perform well in the early innings of a financial crisis. Everything sells off." "Even in 2008... Gold sold off tremendously before rallying to new highs."

hey @coffeebreak_YT

@IIICapital @coffeebreak_YT Well said(written). Succinct and easily understood when you compared it to traditional fixed income.

@AdamBLiv Thanks for suffering the slings and arrows for us! Luddites, all of them. They are stuck in 20th century finance and don’t wanna leave. Digital credit is like what the internet was to Paul Krugman!

The knives are coming out for me. I have now been accused of being PAID BY STRATEGY to make my fun little videos and posts 😱😱😱 It is very clear the bears know they are going to lose, because the STRC machine will suck millions of Bitcoin out of circulation. Therefore, in an attempt to delegitimize me because I am a persuasive advocate with a clear financial interest in this company succeeding, the haters and losers will slander me because they are pathetic. SAD!

@Rajatsoni In 30 years your food will be free, or close to it.

If you're paying $1,200 per month for groceries right now, in 30 years, you will be paying $5K-$7K/month if you keep eating the same foods This is why there's such a huge push for eating processed, fake, 3D printed, and insect based foods The billionaires know that if there is no food, the lower class will revolt

@MSTR_Today @coffeebreak_YT I may have missed it in your list, but the most hilarious thing he said was that if you buy the stock, there’s no guarantee you’ll get your money back from strategy, as if there’s a public stock out there that gives people their money back!🤪

🧵 @coffeebreak_YT, is wrong about Saylor & STRC. Not kinda wrong… structurally wrong. Here are 20 reasons he completely misses the plot: ~~~~~~~ 1. He calls STRC “not a product”… → By that logic, every financial instrument ever created isn’t a product. Markets disagree. 2. He compares it to a Ponzi-adjacent system → A Ponzi has no underlying asset. STRC is backed by the most pristine collateral on Earth: Bitcoin. 3.He mocks the growth vs iPhone comparison → He misses the point: distribution speed > physical product cycles. Finance scales faster than hardware. 4. He thinks the yield is “too good to be true” → It’s not magic. It’s monetizing volatility + capital structure arbitrage. 5. He ignores capital stack engineering → STRC sits in a designed hierarchy. That’s the entire play. 6. He says “no redemption = danger” → That’s literally how perpetual preferred equity works. This isn’t hidden. 7. He frames retail ownership as a flaw → Translation: “normal people shouldn’t have access to high-performance instruments.” Bad take. 8. He compares it to Terra Luna → One was algorithmic vapor. One is backed by hard assets + corporate balance sheet. 9. He says Bitcoin doesn’t yield → Correct… which is WHY financial layers like STRC exist. 10. He assumes dividends must come from cash flow → Wrong. They can come from capital markets activity + treasury strategy. 11. He treats volatility as a bug → Saylor treats it as fuel. 12. He claims the price stability is artificial → It’s actively managed via supply/demand levers. That’s not deception, that’s design. 13. He thinks raising yield is a red flag → It’s literally a demand control knob. 14. He assumes collapse if dividends pause → That’s one scenario… not the base case in a Bitcoin bull regime. 15. He ignores Saylor’s core bet → If BTC compounds at ~30%, STRC math works elegantly. 16. He says “just buy Bitcoin instead” → Different instruments for different risk profiles. This isn’t either/or. 17. He frames it as misleading marketing → Or… it’s simplifying complexity for mass adoption. 18. He underestimates institutional playbooks → This is closer to structured finance than retail speculation. 19. He assumes sustainability must be static → This system adapts dynamically with market conditions. 20. He’s analyzing it like a skeptic… not a strategist → And that’s the whole miss. Bottom line: STRC isn’t a savings account. It’s not trying to be. It’s a Bitcoin-powered financial engine wrapped in a familiar interface. And if you don’t understand the engine… you’ll think it’s magic. It’s not magic. It’s leverage, structure, and conviction at scale. Sorry @coffeebreak_YT, the lack of time you put into this shows, and you get lumped into the pile of all the other clueless bears who would rather spend more time FUDDing than learning about the future. It's ok...You have a lot of Logan Paul content coming up lol

@AdamBLiv Nice analogy, Oompa Loompa’s = capital markets!🤣😂

🔥STRC/MSTR - EXPLAINED FOR NORMIES🔥 Michael Saylor is Willy Wonka. He built a chocolate factory where the chocolate is Bitcoin. $MSTR is the golden ticket for people who want to own the factory’s upside. They are not just buying one chocolate bar, they are buying exposure to the whole insane machine that keeps turning capital into more Bitcoin. Here’s the factory tour: 1. The cocoa beans = Bitcoin This is the base asset. The whole reason anyone walks into the factory is because they think the beans are going to become more valuable over time. 2. The factory = Strategy Saylor takes money, runs it through the machinery, and turns it into a bigger Bitcoin pile. The company is the machine that processes capital into BTC exposure. 3. The Oompa Loompas = capital markets These are the little psychos running around operating the levers, pipes, furnaces, and conveyor belts. Equity issuance, preferreds, convertibles, credit markets, all of it is factory labor. 4. $MSTR common shareholders = people buying the factory’s upside They are not here for one static pile of chocolate. They are here because they want leveraged, amplified exposure to what happens if the factory keeps acquiring more cocoa beans and the beans moon. 5. $STRC = the chocolate coupons Some people do not want the chaos of owning the whole factory. They just want a steadier instrument tied to the system, something designed to pay them yield. So Wonka prints coupons and sells those too. 6. What happens with STRC money? Wonka sells the coupons, takes the cash, and buys more cocoa beans for the factory. 7. Why would MSTR holders allow that? Because if Wonka can raise capital on terms that let him buy more Bitcoin, and Bitcoin rises faster than the cost of that capital, then the whole factory becomes more powerful. More beans. More output. More upside. 8. Why do bears get confused? Because they stare at one pipe in the wall and scream, “Wait, the coupon people get paid something!” Yes. That is how the machine raises capital. That is the mechanism. That is the whole trick. 9. The bear argument usually sounds like this: “Wonka is diluting factory owners to service the coupons.” But factory owners bought the stock because they wanted amplified Bitcoin exposure in the first place. They are betting the machine works better than simply sitting on one chocolate bar. 10. So what is the real bet? The real bet is that Bitcoin appreciates enough, and the factory acquires enough of it efficiently enough, that the common equity benefits from the growing machine even after the financing costs. That’s it. STRC buyers want yield from the chocolate factory. MSTR buyers want the upside of owning Wonka’s deranged Bitcoin machine. Saylor keeps feeding the machine more capital to buy more beans. The entire thing only looks stupid if you assume the cocoa beans never go up in value. Which is a weird assumption to make while standing inside a factory built specifically to hoard cocoa beans. Thanks for attending this chocolate-based capital markets seminar.

@AdamBLiv You bear! Tax season is over as of today, I’m guessing a buy of $2.5 to $3 billion just so I can call you a bear since you ridiculed them so well recently!

STRC will have $2.8 billion of trading volume on May 14, 2026. Strategy will likely buy $2.2 billion of Bitcoin that day from STRC proceeds alone.

@saylor @LaDoger Easiest cube in the world to solve! No moves needed, the solution’s already there, just buy bitcoin.

Millions of possibilities. One solution. $BTC

@JoshMandell6 If I understand correctly, they are limited to reducing the rate by a maximum of 25 basis points per month so getting down to 6% would take a year and a half if they started now and it would destroy the stocks, hundred dollar par, so why would they ever do that?

So there's one important thing to add. During the current phase of Bitcoin acquisition, The company sells STRC and then sells the required ratio of MSTR so that there is a set aside of cash equal to two and a half years worth of dividend payments. If, in an easy environment, the dividend payment requirement were to be halved to roughly 6%, Then suddenly there would be a surplus of cash set aside for dividend payments. This could result in a significant period of Bitcoin acquisitions being financed by STRC sales only and no MSTR supply via issuance. This is how you move from 1 mNAV to 2.5 mNAV.

@AdamBLiv Done. Rooting for SATA to get to $100, just a little more time I think.

IT WOULD BE A SHAME IF THE ABOVE POST GOT 1,000 REPOSTS AND THE WORLD FOUND OUT YOU CAN BEAT THE S&P 500 WITH 1/4TH THE VOLATILITY AND ALL BITCOINERS BAGS GET PUMPED FOREVER

THIS IS THE GREATEST TRANSFER OF WEALTH IN HISTORY: WE STILL HAVE AN HOUR OF TRADING TODAY AND STRC HAS RAISED ~$3 BILLION THIS MONTH. ~$3 BILLION X 12 MONTHS = $36 BILLION THIS IS MORE THAN $10 BILLION MORE THAN WHAT STRATEGY RAISED LAST YEAR THIS IS NOT INCLUDING MSTR ISSUANCE THIS IS NOT FACTORING IN GROWTH OF STRC ARE YOU AWAKE YET? BITCOIN IS UNDEFEATED THIS IS THE BIGGEST STORY IN THE HISTORY OF CAPITAL MARKETS

@BritishHodl Any thoughts on Strive(ASST)? their perpetual preferred(SATA) is basically a clone of STRC I think. They have no debt, cash reserves for one to two years of dividend payments, and the dividend is 12.5% I think?

🚨 13,927 BITCOIN!?!?!?!? 🚀 - Why this is important for MSTR shareholders..? - What is next for STRC..? - What has happened to Bitcoin..? Let'd discuss:

@LynAldenContact @PeachFrog99 Right, not unlimited, but what a gigantic pool of capital they can draw from in the fixed income space!

@PeachFrog99 They don’t have unlimited buying capability. They can buy as much as their investors give them capital to do so by holding their securities.

Stretch $STRC is now larger than all of Strategy’s other preferred stocks combined.

@AdamBLiv I like the optimistic numbers. I know it depends on the MNAV, but where do you think that puts MSTR at that time?

By the end of 2027, Strategy will have 2 million Bitcoin. Bitcoin will be $200k. They will have $400 BILLION of PERMANENT CAPITAL on the balance sheet. For reference, out of all the 503 companies in the S&P 500... 20 OF THEM of a market cap higher than $400 BILLION. STRATEGY DOESN'T NEED THE S&P 500. THE S&P 500 NEEDS STRATEGY. THE WORLD IS BEING REBUILT ON THE BITCOIN STANDARD AND YOU ARE EARLY. ACCELERATE.