Mark Maxwell

@zaidlikesmstr @AdamBLiv @saylor x.com/saylor/status/…

@marktmaxwell @AdamBLiv @saylor Not sure which one Mark. Can you link it here?

$MSTR This post from Saylor is approaching 3 million views. Eleven words and a chart. Saylor doesn’t waste words and never wastes a post. It’s always intentional, always deliberate, and always leaves things open to interpretation. Which is exactly why this one had half the space convinced Strategy was about to pivot to US treasury bonds. The majority of posts crossing a million impressions in the Bitcoin space on any given week trace back to Saylor or the speculation around @Strategy . The company has become the gravitational center of the entire conversation. Tomorrow’s announcement on how the company has tackled the convertible debt repurchase, and potentially whether Bitcoin has been sold, will tell a lot. My guess is if Bitcoin was sold, the post announcing it does a lot more than 3 million views. Strategy is the light. The moths will be all over it tomorrow. $BTC $MSTR $STRC

@zaidlikesmstr @AdamBLiv Anyone checked on those goobs attacking @Saylor for that fun video from other day?

@AdamBLiv The best part is that I bet the boss is having a blast doing it 🤣

@saylor He knows things

Looking forward to Bitcoin Summer. 😎

@natbrunell @SpaceX @Strategy Any word on @JeffBezos

SpaceX just revealed it holds $1.4B bitcoin more than Tesla -- and held every single coin through the crashes. Meanwhile, Mark Cuban panic sold and called Bitcoin a "failed hedge." Weak hands out, strong hands in. New News Block breaks it all down 👇

This now is a Hybrid Cycle; Halving (self-fulfilling prophecy ( less and less each cycle))~Business (the real (previous halving cycles coincidental )) Cycle, and now (was) in a mid cycle correction. The World According To Mark. Future cycles are unknown. One can know the past. And can know the present. Acting like one can know the Future is ... not advisable.

@benjamincowen This isn’t going to age well Benjamin. x.com/chrismmillas/s…

The four year cycle for Bitcoin is not dead. Bitcoin topped when it always topped (to within 1 week when measure from low-to-high), so why can't it bottom near the end of the midterm year, just as it generally has? (1/x)

@johnkonrad The "1" is PO1, Petty Officer First Class, E6,but you knew that. Mine Tech? Not a Machinest? I was Airdale.

Just curious… Can anyone tell me what “MNI USN” means?

@PunterJeff @ChrisCamillo And like so many (roasted Coffee?) others -- it'll be Radio Silence in a few short months/years, no mea culpa, no correction, no "I was wrong", no nothing.

"Microstrategy $MSTR, F tier. These levered funds; I hate it so much" - @ChrisCamillo Also calls Bitcoin “B” tier Digital Credit setting the stage for “the most hated rally ever” Bewilderment is intensifying

@saylor As we Commemorate Memorial Day, come on Summer 2026.

@ChrisMMillas @MSTR_Today $20k ... $200k bring it

@MSTR_Today Mentally and financially.

I believe Bitcoin can hit $200K in 2026. I am also positioned for it to go to $20K. This is the way.

@dRiskDave That, or Memorial Day commemoration, or both.

$MPJPY: US preferreds incoming.

@BTCoptioneer @BitcoinTeacher_ @saylor It's a great spot, retired with yield.

@BitcoinTeacher_ @saylor I just want Saylor to succeed so I can take advantage of digital credit when I am retired.

I think the hate @saylor and $MSTR get is insane. I get not believing in it, but he’s trying to give you real credit that outpaces the money printer. How does him trying to give you 11.5% APY warrant all of this? The outrage towards the ai videos is silly as well.

@NOBLuranium 20 year Vet and Shareholder here, thank you for that.

This Memorial Day, Noble Plains Uranium Corp honors the brave U.S. service members who made the ultimate sacrifice in service to their country. We remember their courage, their sacrifice, and the families who carry their legacy forward.

@DylanLeClair Touch grass and commemorate this Memorial Day

🇺🇸

@MyriadUranium As a 20 year Veteran and Shareholder, thank you for that.

On Memorial Day, Myriad Uranium joins in honoring the brave men and women who gave their lives in service to the United States. Their sacrifice will never be forgotten. #uranium #memorialday #USA

@MilkRoadAI How much money has she lost for investors over the decades? Asking for A Fren. Or two.

Cathie Wood just flagged the sleeper trade inside the AI boom that most people are completely missing. Everyone has been chasing GPUs. Nvidia, the data center buildout, the chip arms race. That trade has been obvious for two years. But OpenAI's CFO Sarah Fryer said something quite different: people are going to be really shocked by how agentic AI activates CPUs. Right now, for every CPU in an AI workload, there are 4 to 5 GPUs. That's the current ratio. Wood thinks that ratio is going to 1 to 1. Think about what that means. AI inference at scale, agents running autonomously, pipelines executing tasks across systems. The compute mix shifts dramatically away from pure GPU dominance. CPUs become a first-class citizen in the AI stack. Cathie called it going "back to the future." Intel has taken off. Flex (formerly Flextronics) is booming. Stocks that were giants in the dot-com bubble are resurging because the underlying demand for their products is real again. The GPU trade made sense at the training stage. You need massive parallel compute to train frontier models. But agentic AI runs differently. Agents are constantly orchestrating, reasoning, calling APIs, executing workflows. That workload looks a lot more like traditional computing. And traditional computing runs on CPUs. If Cathie Wood is right about the ratio collapsing to 1:1, the CPU demand signal embedded in the AI buildout is orders of magnitude larger than the market is currently pricing.

@zaidlikesmstr @Strategy Saylor's cryptic post brought me comfort, and a smug little smirk of a nod.

$MSTR If Saylor’s cryptic post today sent you into a panic, this post is for you. Every long term investor should have a clear thesis on how their investment might not perform as expected. Here is mine on @Strategy • Foundation. The success of @Strategy like every company in this ecosystem, ultimately rests on Bitcoin itself. A black swan event that compromises the network ends badly for everyone. That is the base risk every Bitcoin investor carries regardless of how they hold it. Outside of that, here are the counterparty risks worth thinking about seriously. • Custody. Strategy holds the largest corporate Bitcoin treasury on earth. Coinbase has been one of its primary custodians since the beginning. That concentration has since been diversified across multiple institutions which remain unnamed for security reasons. How well Strategy continues to maintain those custodial relationships, and whether it eventually moves toward self custody, remains an ongoing variable worth watching. • Management. This is simultaneously the biggest risk and the biggest reason I am invested. A loss of market trust in the management team does not require Bitcoin to fail. It just requires a crack in confidence. And in these markets, trust is fragile. My bet is on Saylor, on Phong, on their transparency, their consistency, their alignment with shareholders. Their ability to remain predictable. Their ability to remain laser focused on Bitcoin without chasing distractions. Saylor has said it himself. One of the largest drivers of liquidity and demand in $MSTR is the market’s ability to know exactly where the company stands. That predictability is an asset. Any divergence risks breaking something that takes years to rebuild. A brief example of how quickly confidence can unravel is what we saw with Nakamoto and David Bailey. The market does not need much to start questioning a management team’s direction. • Execution risk on $STRC. This is less a counterparty risk in the traditional sense and more a strategic dependency. Strategy has placed $STRC at the center of its accumulation engine. The company is betting its future growth on this instrument scaling into one of the most significant credit products in the market. 0-10 Billion in just ten months is the early evidence. I believe it is destined to scale as projected. But the pace and trajectory of that growth remains a variable every investor should be aware of. • The risk of divergence from mission. The greatest threat to a powerful institution is rarely external. It is overextension. Internal conflict. The pursuit of too many ideas at once. Rome did not fall because it lacked power. It collapsed under the weight of its own ambition. Strategy’s equivalent risk is any deviation from the simplicity of its mission. Accumulate. Preserve. Don’t deviate. The moment the company starts chasing dilutive ideas or loses the clarity of its message, that is when the thesis starts to crack. Counterparty risk is not a single variable. It comes in multiple forms. Each one requires the investor to do the work to understand it. I follow this company daily. I track its capital markets activity. But for someone who has not built a clear thesis, varying opinionated accounts and those who are short on the company will continue to pull the narrative away from what the company is actually building. And without that foundation, volatile markets will consistently lead to poor decisions with your investment. My bet is that @Strategy has done the work to address each of these risks. They have earned that trust repeatedly and in public. That is ultimately what I am betting on. $BTC $MSTR $STRC

@da_sails There's a Nuc Museum in Oak Ridge that's worth the time. Norris Dam is near, has some GREAT scenery and hiking of all skill levels.

Any recommended stops in Chattanooga, Oak Ridge, Knoxville, TN areas?

@CrisReed Reckon the timeline for full retirement on the converts. And Basel. And Credit Rating bump. And S&P Inclusion. And what have I missed? Fun (repricing) times ahead, The Preferreds and Common.

Can you hear STRF STRC STRD being “pulled up the capital stack”? Once converts are gone it’s time for re-ratings. Then TradFi pools can participate even more in exploiting the asymmetry with these instruments vs dilutive real returns with traditional credit instruments (IG bonds, junk debt, private credit, etc) Apex carry is in infancy stage still.

@AdamBLiv It's just money.

Americans are heading into Memorial Day cookouts buying ground beef at all-time-high dollar prices, standing in the meat aisle like they’re negotiating a leveraged buyout of a cow. Just January 2020 to April 2026. In January 2020, ground beef cost about $3.89/lb. By April 2026, it cost $6.90/lb. That is +77.5% in dollars. Annualized, ground beef rose 9.6% per year in fiat terms. But priced in Bitcoin? Ground beef went from 53,974 sats per pound to 10,131 sats per pound. Down 81.2%. Annualized, beef fell 23.5% per year in sat terms. So while the average American is firing up the grill wondering why hamburger now requires a HELOC, a blood oath, and a side meeting with JPMorgan, the Bitcoiner is watching food collapse in sat terms. EVERYTHING GETS CHEAPER WHEN BITCOIN IS YOUR MONEY:

@ZynxBTC Dunking on comparisons are probably the same people that think it's a zero-sum game, have an unreasonable time horizon (and time preference), and still think the Earth is flat. I'm long both Underlyings and five Preferreds.

It's interesting how salty people are getting over my posts comparing $STRC and $SATA. It seems comparisons are only acceptable when Strategy have the clear and obvious advantage. I am an investor in both $MSTR and $ASST. I expect both companies to do very well. That doesn't mean I will shy away from comparisons between the two, I enjoy it and makes for healthy competition. Strategy will no doubt be the largest company in the world in my opinion but it doesn't mean they will be the best at everything at all times.