Josh MacNeel

Of course a company holding #BTC in treasury will outperform one holding cash. $MSFT runs a far more performant P&L. $MSTR runs a much smarter balance sheet.

@SimonDixonTwitt Shame people still don’t get it. Bitcoin is the only digital asset anyone should own. The rest are scams of varying degrees

Just stick to Bitcoin. Crypto is a scam.

@IIICapital Digital credit adds eyeballs to Bitcoin. You can lead a horse to water, most won’t drink, some will.

Digital Credit is simply a bridge to Bitcoin that everyone feels comfortable walking on. Bitcoin: can you plan 4+ years ahead? Few. Digital Credit: do you want income next month? All.

@jackmallers Congrats bud! Make a plan. Execute the plan.

@kinetic_finance You’ve got a way with words Julian! And video and graphics and hair.

⚠️They say no one can explain Bitcoin Mining in under 12 minutes. Most overcomplicate it. Most miss the point. Challenge accepted. Give me 11 minutes and you’ll finally get it. The system... and the hidden idea that makes it all work. 💥THE EXIT MANUAL – EPISODE #34

Here are the Growth & Dilution numbers over 10 years for $MSTR given the following variables: MNAV: 1x flat Bitcoin CAGR: 20% MSTR price: $166.52 (today’s close) Bitcoin price: $77,149 Dividend Rate: 11.5% unchanged $1 Billion STRC ATM issuance monthly -BTC held goes to 1.5 million coins -Grows from $60 Billion to $712 Billion -MSTR goes from $166 to $1428 -Cumulative Dividends paid: $77 Billion The real kicker for the bears and the mathematically illiterate is: Total Dilution of $MSTR - 31.3% Share Price growth over Dilution - 726.7% 726.7% positive delta Every fool who comes on here spouting off about dilution is giving up 726.7% gain because of 31.3% dilution The definition of delusion. This shows the unbelievable power of STRC. And these numbers are modest and conservative, in fact likely extremely pessimistic over the long run. They trade at a 1.24x mNAV today Bitcoin has a 68% CAGR over the last 10 yrs STRC did roughly $2 Billion last week and over $1 Billion in March They will move to biweekly ex divs in July Dilution talk is low IQ and uninteresting

@peruvian_bull I have one. Well it’s not really a “server”. It runs in the background on my PC.

🤣🤣🤣

@SatsInTheWild @BitcoinLarry21 We need more Bitcoin Larrys. Stand up dudes who truly care about their fellow Bitcoiners. Willing to share the gifts freely that bitcoin has given them. #belikeLarry

My friend @BitcoinLarry21 created this infographic to demonstrate Bitcoin as cyber real estate. I love his visualization!

@natbrunell Thanks for the discount Nat! Interesting the @adam3us piece also New York Times. I’m sure this piece will be much better.

A clip went viral this week of a professor declaring that Bitcoin is a CIA surveillance tool and demanded to know "where are the servers?" We’re 17 years in and the basic facts of what Bitcoin actually is still get lost. Which is one of the reasons why I found the @findingsatoshi_ documentary worth watching. It's not what I initially expected. It's less about putting a name on Satoshi and more about tracing where Bitcoin came from: the ideas, the people, the years of cryptographic work that made it possible. For the record, I don't think we need to unmask Satoshi. There's something beautiful about a creator who walked away and let the protocol speak for itself. And this also isn't like the @nytimes piece that recently dropped falsely naming @adam3us…that was based on circumstantial writing analysis, no cryptographic proof, plus Back has denied these claims for years. NYT got it wrong. What really got me were the moments with @franfinney. Hearing her talk about Hal - who he was, what he believed, how he helped change the world - hit me hard. Their love was an inspiration. Behind all the code and the debates and the price charts, there are real people who poured their hearts into building something that could set the rest of us free. Fran's love for Hal comes through in every word she shares, and her strength in carrying his legacy forward move me more than I can put into words. The film also puts to rest the lazy narrative that Bitcoin is some CIA or NSA creation. It's not. Bitcoin came from cypherpunks who spent decades fighting for privacy, sovereignty, and individual freedom. That's a story worth knowing, and one worth holding onto. Appearances in the film include @saylor, Adam Back, @lopp and many more. The film is launching soon, and pre-sale access is available exclusively at findingsatoshi.com/natalie - I was able to extend my followers a 20% discount with code NATALIE.

Quantum is a long way off but need a solution in 2-3yrs. Freezing coins not desirable. Nor is them falling into wrong hands. Plenty of time for those still in control of coins to move to more secure addresses. Again not ideal, but not exactly stealing either.

The ultimate checkmate

@CorySwan Obvious, Ex-Div is today. Volume will drop in coming weeks

What is the single best answer for why $STRC demand has exploded in recent days? Thread links also welcome.

@onchaincowboy Yep. Sprinkle in peptides for health optimization.

It’s all about Bitcoin and AI from here

@bramk Soon Bram…soon. Fixed supply. Just math and time

When will hodled supply exceed growing Bitcoin demand? (and we get the supply shock we've been talking about for years)

Satoshi broke supply/demand equation for the first time in financial history by fixing supply. @Saylor has broken all financial models by offering ~unlimited supply into ~unlimited demand against a fixed price.

The IPhone moment. Slight delay vs IPhone, but the IPhone of Finance nonetheless.

@nikitabier @dotkrueger Question. Shitcoin or Bitcoin? The former is toxic for your brand - ask the Trump family. Bitcoin is accretive to any and all brands - ask Steak and Shake.

Crypto has had a rough year. Maybe we should launch something to fix it.

Of the top 20 assets by market cap, Bitcoin was the fastest to reach $1 trillion And the fastest to reach $2 trillion 12 years to $1T 15 years to $2T No revenue No employees No board of directors It outpaced Apple, Google, NVIDIA, Microsoft, and Amazon. ALL OF THEM DIGITAL CREDIT is likely to dethrone Bitcoin as the fastest asset to $1T This will push Bitcoin to become the fastest asset to reach $3T $4T & $5T Buckle Up. Bewilderment is Intensifying. 🟩👆

The Strait of Hormuz is blockaded. Europe's plan? Ursula von der Leyen: "The cheapest energy is the one you don't use." Stay home, don't drive, don't use electricity. The EU has no plan and no military to change do anything. So they are stuck with "monitoring the situation"

@BTCisla @BitcoinLarry21 Get it Larry. You’re doing the work on the island my man!

ANOTHER MERCHANT ON THE MAP!