Mike Artz

@IIICapital @TimKotzman $SATA is having over 50 million in volume today. It can be maintained over the course of the month and over$100 this is going to the moon

The dividend influencers are beginning to follow me. This is good for Bitcoin and Digital Credit.

@scottmelker … anything to stop the Clairty act (basically)

SEN. WARREN: "BAN STOCK TRADING BY THE PRESIDENT. BAN STOCK TRADING BY THE VICE PRESIDENT. BAN STOCK TRADING BY MEMBERS OF CONGRESS."

@longgamma 🫶

@TeslaBoomerMama @farzyness Why did @farzyness repost this? I thought he hated @nerdalert

Very fair, Matt, and I agree on most things. Let me just state that my beef was with Bradford, never you. It was on his choice of "old topics" on which I had commented on substance many times months ago, when they were relevant. You are right, enough. Upwards and onwards, I will do better.

@nerdalert @_SFTahoe Been out of the Tesla space for a few years… just seeing these post, yikes. Full Ross lol, that’s harsh

@_SFTahoe Can people respectfully disagree with these points or is not aligning with Elon on 100% of topics "going full Ross"?

REALITY DISTORTION FIELD Elon Musk is not given enough credit. He is pulling off a miracle right now - the reality distortion field people said Steve Jobs created - magnified by 1000x. ♦️Elon Musk is making all other companies and Tesla suppliers STEP UP THEIR GAME to match his ambitious goals. With only 20 GWs of compute is produced a year, Elon Musk announced plans for 1000 GW. A FORCING FUNCTION that breaks supply chains and becomes an EXISTENTIAL THREAT to every other company - they have a choice invest in growth or be hopelessly left behind. ♦️TSMC just folded - announcing significant increased investment in the Arizona fab that will produce Tesla’s chips and future fabs. Before they had told Elon Musk they weren’t “comfortable” investing more and growing faster. EXISTENTIAL THREAT Why? Because Elon Musk is solving for existential threats to his own ambitions (Optimus needs chips, xAI needs Space Compute). INFRASTRUCTURE - THEN GROWTH Also consider - Wall Street is smarter than many of you give it credit for - IE Wall Street won’t 5x Tesla, IF Tesla is chip constrained. That infrastructure and supply chain to enable exponential growth needs to be locked down first. Exactly the problem Elon Musk is solving for right now. Tesla needs the Terafab or Optimus can’t grow. Even RoboTaxis can’t. The global fleet is over 60 Million vehicles - consider how many chips it is to replace that. Growth would be constrained to 20% YOY. xAI needs the compute to win the AI Race… RERATE? Would Wall Street 5x Tesla for 20% growth? NO!!! Of course not. Tesla can’t raise money on favorable terms - SpaceX can! But Tesla designed the chips. Win/Win. Tesla and SpaceX have a mutually beneficial symbiotic relationship. ♦️SpaceX IS raising capital. For Tesla to go to the capital markets for 50-4000 Billion is MORE DILUTIVE than a merger. SpaceX will spend the bulk of their 70 Billion IPO War chest on the Terafab - 50 Billion to start - that is existential to Optimus. It is also existential to AI Space Compute and xAI. ♦️Dilution isn’t a bad word for a growth company - if it is just as much as necessary and the money sets up enormous growth waves. Dilution is actually expected. Next: Dispelling the inevitable FUD

@SwervoRealFr @PunterJeff @BritishHodl I think so 🚀

@mikeartz @PunterJeff @BritishHodl It will

A weekly or daily dividend sounds like it makes sense for a retail market but is a ploy to try and drum up trading volume on a product - not a superior idea in the grand scheme of finance like idiot Bitcoin-ers seem to think it is. It’s one of the straws you clutch to differentiate when you’re getting your ass beaten and already overpaying and it’s not working. As I told my friend @PunterJeff in person here at the Bitcoin Abu Dhabi conference last year in the presence of part of the True North podcast gang: MSTR is the winner & there is no catching up or beating @saylor and team MSTR - no matter whether the strategy is spreadsheets or hoodies & tears. There is only ONE true north - and that’s MSTR. And the 2nd smartest treasury company will just buy MSTR products and serve a degenerate trading market that wants maybe a 5%-10% lift on MSTR Vol & give up trying to differentiate. $ASST has started doing half of that. Now for the giving up trying to differentiate part next. I don’t know why MetaPlanet hasn’t figured out how to “shore up” its “Bitcoin credit rating” by putting MSTR equity products on its Japanese balance sheet for the Japanese market. Sounds obvious to me. Generally - my conclusions still stand 100% true - everyone BESIDES MSTR will collapse into MSTR. It’s already hard to beat Bitcoin returns, now trying to beat MSTR returns through podcasting and ploys. It’s Not Gonna Happen. Bear in mind my biases - I am 100% fully team MSTR & @saylor. All these others are dead to me.

@SwervoRealFr @PunterJeff @BritishHodl We will see, you’ll know when $SATA has a higher Sharpe Ratio than $STRC

@mikeartz @PunterJeff @BritishHodl Bro of course it will what are u talking abt “if” lmaoooooo

@PunterJeff @BritishHodl It’s a mathematically better product -IF- it take the volatility out of $SATA Which it probably will.

@BritishHodl It’s not a ploy. It’s mathematically a better product.

@TheBTCTherapist Yes, he needs to be able to buy 1.1 billion per day, everyday or it doesn’t really move the price

Michael Saylor previously said when Bitcoin is trading at $1 million per coin he will be buying $1 billion of it per day. Well today he bought over $1.1 billion in BTC in a single day and price is only $80,000. Are you thinking what I’m thinking?

👀

@LizardWizardBTC They’re kinda daily divds… (monthly divd)/(business days in the month) I imagine there will still be some arbitrage during trading hours and over the weekend as the “rate” will be mathematically less than the weekdays days.

I always assumed daily dividends would require a Layer 3 on top of treasury companies like MSTR and ASST, since traditional equity infrastructure has structural limitations around record dates, settlement, and corporate action processing that make daily distributions impractical. Has that barrier just been shattered? If so, when does MSTR start paying daily dividends?

@sandeepstarmd @Strive 10 million dollars retired doesn’t seem like that big of a deal to me relative to their balance sheet… maybe you’re right tho

@Strive Maybe they announce that they have retired all of the convertible debt.

@Investanswers @saylordocs What bout people on SS?

@saylordocs Because.... LOGIC

🇺🇸 SCOTT BESSENT: "If you're on public assistance, you can no longer wire money out of the country!"

@BTCBreadMan Will have to cover before ex divd date

Someone has an unlimited sell order on STRC at $99.99. Diabolical behavior.

@janowitz @BTCBreadMan Aren’t they investing? Do you think bitcoin is never going to go up?

@BTCBreadMan Sure. Paying dividends where none are generated by the company with new investors' money. Classical ponzi.

Saylor & Strategy are the greatest ponzi, which has been seen on earth. Ever.

Jeff Walton: "Is an insurance company a Ponzi scheme?" Coffeezilla: "No. They have business activities that are providing cash flow. They're taking on risk." Walton: "Insurance companies have capital and they're taking on risk to pay liability into the future. Almost 100% of the claims that get paid out on insurance company balance sheets is from premiums that they're collecting in the door. So under your definition, you would call an insurance company a Ponzi scheme." Coffeezilla: "No, no. They have real profits. They have real cash flows." Walton: "The profits are the assets that are protected on their balance sheet." Coffeezilla: "People are paying for products." Walton: "What's the product?"

I brought this up because I think the heavy selling near ex divd is a cause of excess volatility and makes $SATA less money market like. What customers do you want? 1) buy and hold only 2) buy and sell around divds You may be able to reduce number 2 significantly with very clear strategy and signaling and without the need for daily divds.

@PunterJeff @IIICapital Getting all volatility out of $SATA is likely impossible due to sell off after ex divd date. If you managed the accrual of the divd over the course of the month through you selling it could be very beneficial for a bunch of reasons. The idea: 1) don’t sell below par (ever) 2) don’t sell below accrued divd Example1 : on ex divd date don’t sell below 101.08 Example2 : half way to ex divd date don’t sell below 100.54 3) publish your accrued divd every 15 secs The thought is that this will give a steady hand to the market, it will increase the probability of daily $SATA sales. You could create a new $SATA KPI as well that is volatility relative to the accrual.

Second-mover advantage is REAL for ASST: