SteveC123

7.1K posts

SteveC123

SteveC123

@c123_steve

Katılım Şubat 2025
103 Takip Edilen617 Takipçiler
SteveC123 retweetledi
Adam Livingston
Adam Livingston@AdamBLiv·
MSTR vs. ASST vs. MPJPY - Drag Compression The market is valuing the Strive team adding amplification. The incoming gains are now very much reliant on a Bitcoin move rather than an obvious multiple re-rate (although that would be cool too LOL) Let's say Bitcoin goes from ~$76k to $100k over 60 days, BTC itself moves about +31%. But for Bitcoin treasury companies with fixed-dollar senior claims, something beautiful happens: The claims shrink in BTC terms. Assuming no new issuance, no new BTC purchases, and the CEBE multiple stays exactly flat: BTC: +31% ASST: +50% Strategy: +46% Metaplanet: +34% Why? Because common equity owns the residual Bitcoin after senior claims. When BTC rises, those fixed claims consume less of the stack. ASST drag compresses from ~38% to ~29%. Strategy drag compresses from ~33% to ~25%. Metaplanet drag compresses from ~10% to ~8%. Strive has the most drag to compress in upward BTC price action. That compression flows directly to common equity if the market keeps valuing the company at the same CEBE multiple. No multiple expansion required. No Wall Street analyst discovering electricity required. Just math. Bitcoin goes up, fiat claims get smaller, common equity gets more economic Bitcoin exposure. $ASST $MSTR $MPJPY
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Dan Scavino Jr.🇺🇸🦅
10 YEARS AGO TODAY from Trump Force One, President Trump hits the 1,237 delegates needed for the Republican Nomination…
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X22 Report
X22 Report@X22Report·
Do you see it yet?
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Adam Livingston
Adam Livingston@AdamBLiv·
You realize, somewhere around month seven, that the bear market is the point. That the bull market is the seductress. The thing that brings in the tourists and the influencers and the venture capitalists who don't actually understand what this is. The bear market is when you find out who you are. The bear market is when the Bitcoin you own becomes truly yours, because you held it when it hurt, when it embarrassed you, when your brother-in-law made fun of you at the lake house, when the financial press declared it dead for the seventeenth time. The bear market is the forge. The bear market is the cleansing. The bear market is the slow, agonizing, necessary process by which a man becomes a bitcoiner instead of merely owning Bitcoin.
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SteveC123
SteveC123@c123_steve·
@X22Report Congress serves the lobbyists and PACS which are used by the deep state to protect their swampy ways.
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X22 Report
X22 Report@X22Report·
A major study found that voters have STATISTICALLY ZERO influence on what Congress does. This is why 80% issues never get passed even when 80% of Americans want them. That's not a coincidence. It's because the criminals installed themselves. They serve their master, not the people. That's what Trump is dismantling. That's the swamp being drained.
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SteveC123
SteveC123@c123_steve·
@saylor Thank you for increasing our $MSTR BPS
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Michael Saylor
Michael Saylor@saylor·
Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC strategy.com/press/strategy…
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Margo Martin
Margo Martin@MargoMartin47·
21-Gun Salute as President Trump’s motorcade arrives at Arlington National Cemetery 🇺🇸
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SteveC123
SteveC123@c123_steve·
@LarkDavis 🧐With $MSTR doubling my BPS every 7 years my stack is growing in Bitcoin terms, so I will not need to be a "net seller" of Bitcoin to enjoy life. I might enjoy eating some Bitcoin Egg Sats instead of eating my $MSTR Bitcoin laying golden goose. HODL Bitcoin & $MSTR 🧡
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Lark Davis
Lark Davis@LarkDavis·
The best investors are not the ones who never lose. They're the ones who lose less when they're wrong and win more when they're right. Asymmetry is the whole game. Not perfection.
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Adam Livingston
Adam Livingston@AdamBLiv_v·
YouTube just removed this video. I don't think they liked the title, which is fair. In the actual content I say it isn't financial advice. Frustrating. Appeal failed, not even an option to change the title. Too bad! :(
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Cynical Publius
Cynical Publius@CynicalPublius·
He does not think he can win the Presidency. But he does think he can split the GOP vote in 2028 and hand the Presidency to a Democrat. And he will do it out of spite.
TMK@themagaking

Thomas Massie received just 47,539 votes in a losing cause in Kentucky, yet somehow believes he has a path to the presidency with JD Vance, Marco Rubio, and Ron DeSantis in the Republican Party. His delusions of grandeur are off the charts.

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Tulsi Gabbard 🌺
Tulsi Gabbard 🌺@TulsiGabbard·
But my eyes are toward you, O God, my Lord; in you I seek refuge - Psalm 141:8
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Pete Hegseth
Pete Hegseth@PeteHegseth·
Two simple Truths: Jesus Christ died for our sins. America’s fallen died for our freedom. May we live worthy.
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Clandestine
Clandestine@WarClandestine·
Interesting 👀 Trump says he prefers to destroy the enriched uranium in place, in conjunction with Iran, so long as the IAEA, or its equivalent, are present to witness the “process and event”. It’s not like we need the uranium for use, we just need to test for its origins, and then destroy it, so Iran, or anyone else, can never use it. This surely would be a much faster and less messy process than trying to excavate it all and transfer it back to the US. Regardless of which route they decide to go down, the US MIL/Dept of Energy, along with the IAEA, are going to take samples of the uranium for testing, if they haven’t done so already. Trump talking about the logistics would suggest we are getting closer to the final deal.
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Michael Saylor
Michael Saylor@saylor·
Some Things Can’t ₿e Unseen
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