Marc P

Fundamentally, #bitcoin changes everything because it protects the most important, scarce thing in this world. Your time.

STRC is designed to be at par ($100). It is a product that strips away the volatility (and risk) of Bitcoin for 11.5% dollar yield. It is not dilutive to the product to keep it at par. It is necessary. MSTR issuance is accretive to value of MSTR because of the ratio of credit, Bitcoin and to the common shares. Simply put, all this is accretive to value in both MSTR and STRC, that is the Strategy. To just say they are dilutive is ignorant to what is actually going on (at best).

@marcwparrish @K_L_M @saylor That's how i took it.. can you shed some light?

Strategy announces new $21 Billion $STRC ATM Program and new $21 Billion $MSTR ATM Program. strategy.com/press/strategy…

@K_L_M @saylor Gross misunderstanding of what is happening.

@saylor two ATM programs at once so $42B in dilution incoming. shareholders in both vehicles taking the hit so he can stack more btc. thats not conviction, thats speculation funded by other peoples equity.

@chamath @saylor Wow. Ignorant or spreading FUD?

@saylor BTC would need to be quantum resistant by then

@MPulseHQ @saylor @Strategy That is a fiat mindset. Strategy is playing a different game.

@saylor @Strategy So $MSTR earnings = how much BTC went up this week?

Strategy generated ₿16,622 of BTC Gain last week, worth ~$1.2 billion. BTC Gain is the closest analog to Net Income on the Bitcoin Standard. $MSTR

@bradmillscan This is a joke right?

350-400 hours into OpenClaw over the last 33 days non-stop, no days off...I'm ready to quit. My openclaw is fucking lost in the weeds every day today and it's driving me nuts. Basic shit. I asked it to use GitHub. it has a GitHub skill. We have a GitHub SOP. I can see it's thinking process about using skills, then narrating how the skill doesn't exist, then going and inventing ways to retrieve the capability to use GitHub from the internet. I tell it to look in the openclaw docs for the proper skill path, it says "oops my bad, yeah it was there after all." This is ChatGPT 5.4 with extra high thinking turned on. I ask it to diagnose the problem only, so it goes and sees the system prompt is telling it to look at the wrong place, and it goes to GitHub and opens a GitHub issue about this 'bug' without even asking me. What the actual fuck. 3 hours on a Sunday of trying to rewire the brain of my openclaw to do default-behaviour. This thing such a productivity suck & mental poison. I can't do anything useful or positive with OpenClaw because I'm nonstop fighting fires in the engine room. I'm thinking about giving up.

@BorisJohnson Wow. Epic fail with this one.

I've long suspected Bitcoin is a giant Ponzi scheme and now I'm hearing tales of woe that make me fear I'm right. mol.im/a/15643681

The trojan horse is sitting in tradfi and eating it slowly right now. But what is coming will be a gradually then suddenly reality. Bitcoin backed preferred credit instruments are the new risk free rate and everything is going to want a piece. Strips out the bitcoin volatility, the risk, and gives you a yield that tradfi can't compete with. The rules are being rewritten by the separation of money and state and the free market is coming for the centralized control structure. Nothing can stop it, can't put the genie back in the bottle at this point. Tick tock, next block. @Strategy

@dampedspring @andiarcher There is no ponzi when it is all backed by bitcoin and all participants win. So, which are you claiming, they lose or don't have the bitcoin or bitcoin fails? Otherwise all participants win.

@andiarcher The MNAV premium is a ponzi. The funding of dividends with issuance is a ponzi. The base levered etf is perfectly fine. All of the false marketing is to achieve an MNAV premium Ponzi adjacent behavior full stop. The opposite of lazy

The CEO of a company pumping a security that goes ex dividend tomorrow! Where is the SEC?

@dampedspring @andiarcher Why does a company advertise their product? Seriously? This is some of the worst takes I have seen yet about Strategy and that is saying something.

@andiarcher Fair. Probably not illegal. But why do you think he does this. What is his objective. Compare it to any other traditional company.

@jimiuorio The Mandibles by Lionel Shriver

What do you think is “the great American novel”?

@Bitcoin_Teddy The bread is expensive at those events though!

Give them bread and circuses, and they will never revolt.

@Rajatsoni max pain for who? Most of the world is short bitcoin. Max pain is bitcoin mooning until over 50% of the world is long bitcoin.

Max pain right now is Bitcoin's price staying at $70K for 4 years All of the weak handed Bitcoin holders will rotate out to strong hands like me My time horizon is 20+ years I could potentially triple my stack if Bitcoin stays at $70K for 4 years

@Digital_InSaner @PunterJeff @saylor This is obvious. Bitcoin. The yield is in dollars.

@PunterJeff @saylor Explain how STRC generates its yield lol

JP Morgan Perp Pref: $JPM-PD - 5.8% effective yield - $2 Million in volume - Non-cumulative dividends Strategy Perp Pref: $STRC - 11.5% effective yield - $213.5 Million in volume - Cumulative dividends $STRC trading 106x $JPM-PD volume Digital Credit going to eat the world

@brockpierson engagement post. Either you know what is really going on, or you are posting about it without knowing which is pretty dumb.

Openclaw is one big grift. Nobody is building anything real. It's just grifting influencers telling YOU how to build stuff (but never build anything themselves). Interesting how you can be building 24/7 but have nothing to show for it... Check the track record of these snake oil salesmen. Same type of person who polluted crypto with their grifty ways. Selling a false dream and taking money from innocent people is disgusting. You can't change my mind.

@BTCBreadMan Spoiler! It is not going to 0.

Bitcoin is either going to zero, or it’s going to a thousand trillion dollars. There is no middle ground.

@r0ckstardev @brockpierson Agree, claude Code should used in an IDE. Claw+Claude is much better at digital assistant vs developing code.

@brockpierson OpenClaw is a terrible way to get started with Claude Code.

@AAStack @spoonmvn I know plenty that drink consistently entire adult lives until the end. I don't think it is really age, I think it is knowing yourself and reflecting and saying this is not good for me.

@spoonmvn I think it plays a factor

Im finding alcohol less and less enjoyable every day.

For most it is an escape. I was there, it is not healthy that way. When you realize it is to enhance in very rare occasions then you have actually unlocked the value of alcohol. It is those 4 or 5 days a year with the right people at the right time in the right amounts. Most of society has it completely backwards.

@TheGuySwann @heynavtoor If it were an actual problem you purchase a counter device that introduces noise to the system making it useless. Also, the market would start to develop and provide provable no-monitoring wifi routers and access points.

This is crazy. What do you do when you have a WiFi device that can scan rooms and large areas for people and even record heartbeat and breathing rates? @heynavtoor

@lendasat Different structure, different friction to use, likely different customers. Strike is provided the centralized solution to bitcoin banking. These are decentralized solutions with tradeoffs.

Interesting to see Strike's BTC-backed credit lines. But how does custodial lending end up at 13% APR when P2P markets (like Lendasat) have 9-12% APR?