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TA21

@pekf73

#BTCTCs

USA Katılım Mart 2013
1K Takip Edilen699 Takipçiler
TA21
TA21@pekf73·
$SATA ! @ASST !!! BOOM, plan comes together. @Strive
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Bitmund Freud
Bitmund Freud@BitmundFreud·
$BTC will never trade above $80,000
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TA21@pekf73·
@nvk Why don’t you tell us
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TA21
TA21@pekf73·
So happy to support our good friend @infiniteyay especially right now given his current situation. He is an incredible creator and here are four new pieces I just purchased. Please reach out to him if you are interested in his art. Aren't these are stunning?!
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House of Ralfus
House of Ralfus@HouseOfRalfus·
It's official. 40-minute panel. 20-minute Q&A. A full hour on the VIP Stage at BTC Prague 2026. Bitcoin, Art & The Collector's Eye — a conversation that has never taken place before. June 11. Prague. House of Ralfus. 🟧
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TA21
TA21@pekf73·
This is pretty slick
Bitcoin For Corporations@BitcoinForCorps

JUST IN: @Strive announces $SATA will become the first publicly listed U.S. security to pay cash dividends every business day, beginning June 16. @Strive also disclosed it acquired 6,001 BTC in Q1, including 5,048 BTC from the Semler Scientific acquisition. 🟠 Total BTC holdings: 15,009 BTC

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Strive
Strive@Strive·
Strive: The Daily Dividend Company Investor Update - May 2026 $ASST $SATA
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TA21@pekf73·
@seer_xyz You like the 28s over the 2027s?
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Seer@seer_xyz·
What’s your excuse to not grab a few of these? $NOK dirt cheap.
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TA21
TA21@pekf73·
@DrClownPhD I’m not gonna BS you, but my family and I watching this movie right now and had the exact same conversation. You posted 34 minutes ago we are 30 minutes into movie. Insane timing.
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Dr. Clown, PhD
Dr. Clown, PhD@DrClownPhD·
Troy, but instead of Brad Pitt, it’s Elliot Page.
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Seer@seer_xyz·
One day, the Seer discord is gonna be litttttt 🔥🔥🔥🔥 $SPY $QQQ $SPX
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Ragnar
Ragnar@RoaringRagnar·
Latest Ragnar Comparison of BTC Treasury Companies – May 13, 2026: $MSTR, $MPJPY, $ASST ⚠️ Important update: Added "ADSO mNAV" based on the last MSTR earnings call (values >1.0x are accretive) Key takeaways: - Metaplanet still in deep winter - All ADSO mNAVs are >1.0x which means that selling equity is accretive for all companies - Total amplification as high as 41.5% (Strive) Change log: - Added ADSO mNAV based on the last MSTR earnings call (values >1.0x are accretive) - Added the latest MSTR purchase Notes: - I ignore potential additional cash on the balance sheet and only focus on the USD/fiat reserve - I currently don't account for $MPJPY's income generation business - Strive is using "Effective Diluted Shares" in their dashboard. I use the "Assumed Diluted Shares Outstanding" (ASDO) for all companies on my sheet to make them comparable and I would recommend that Strive adopts this practice - All key metrics are highlighted in green My key objective is to maximize the BTC of my personal, virtual BTC Treasury company. That's why I denominate all my treasury company investments in BTC. Example: The relevant chart for Strategy is not MSTR/USD, but rather MSTR/BTC. My goal is to buy low, and sell high, on that chart. I also compare pairs, for example MPJPY/MSTR. If possible, always provide the source and/or detailed calculations when suggesting corrections. Link to spreadsheet: docs.google.com/spreadsheets/d… (use "File > Make a Copy" to download & edit) Follow me @RoaringRagnar to not miss any updates. Reposts/quotes/likes are highly appreciated. @ZynxBTC @adam3us @EneaDenkt @Bthemoon2030 @BTCtreasuries @HODL15Capital @Anders_ @AdamBLiv @Z06Z07 @PunterJeff @Werkman @ColeMacro @Trollstein @mikealfred @_Adrian @CJ_Bitcoin @BTCBULLRIDER @saylor
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Ragnar@RoaringRagnar

Latest Ragnar Comparison of BTC Treasury Companies – May 5, 2026: $MSTR, $MPJPY, $ASST Key takeaways: - The Bitcoin treasury flywheel of Strive has started to spin. - Now the only flywheel that is missing is Metaplanet's. - mNAVs have recovered substantially. ASST is now at 1.67x (Equity method), MSTR at 1.44x (Equity method). Metaplanet still in deep winter at 0.97x (Equity method). - Total amplification as high as 41.6% (Strive) - Healthy BTC Yield YTD (9.6% for MSTR and 39.3% for ASST) Change log: - Added USD Reserve (prefs) for companies holding prefs of other BTCTCs (e.g. Strive holding STRC) - Enterprise value is now more precise, considering the USD Reserve and USD Reserve (prefs) - Added the latest ASST purchase Notes: - I ignore potential additional cash on the balance sheet and only focus on the USD/fiat reserve - I currently don't account for $MPJPY's income generation business - Strive is using "Effective Diluted Shares" in their dashboard. I use the "Assumed Diluted Shares Outstanding" for all companies on my sheet to make them comparable and I would recommend that Strive adopts this practice My key objective is to maximize the BTC of my personal, virtual BTC Treasury company. That's why I denominate all my treasury company investments in BTC. Example: The relevant chart for Strategy is not MSTR/USD, but rather MSTR/BTC. My goal is to buy low, and sell high, on that chart. I also compare pairs, for example MPJPY/MSTR. If possible, always provide the source and/or detailed calculations when suggesting corrections. Link to spreadsheet: docs.google.com/spreadsheets/d… (use "File > Make a Copy" to download & edit) Follow me @RoaringRagnar to not miss any updates. Reposts/quotes/likes are highly appreciated. @ZynxBTC @adam3us @EneaDenkt @Bthemoon2030 @BTCtreasuries @HODL15Capital @Anders_ @AdamBLiv @Z06Z07 @PunterJeff @Werkman @ColeMacro @mikealfred @_Adrian @CJ_Bitcoin @BTCBULLRIDER

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TA21
TA21@pekf73·
@BullyEsq Man I’ve been following you for YEARS, and at the beginning (2017 era-ish) I totally thought you were left leaning. I think you were but the party went bat sh*t crazy and you stayed sane. I could be wrong in my initial judgment but boy do I love seeing you tweet like this
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TA21
TA21@pekf73·
@Micro2Macr0 Would the Microm additional Margin offset the Samsung strike?
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
This could impact $DRAM since it's 25% of the portfolio.
Neel@NeelMacro

50,000 Samsung Electronic workers are about to go on strike. May 21. Samsung's Pyeongtaek plant handles nearly half of global DRAM and HBM chip production. An 18 day strike disrupts that supply directly. Talks collapsed at 3 AM Wednesday after two days of marathon negotiations. No deal reached. Here is what the workers actually want. Samsung caps bonuses at 50% of annual salary. Rival SK Hynix abolished their cap entirely last year. SK Hynix workers got bonuses three times higher than Samsung workers. Same industry. Same chip boom. Completely different paychecks. Samsung just became only the second Asian company after TSMC to cross $1 trillion market cap. Record profits last quarter. Profits up eightfold year over year. The company is making more money than ever. The workers want their share. If 50,000 workers walk out on May 21 the consequences are immediate. AI chip shipments delayed. Chip prices pushed higher globally. Nvidia feels it. Every data centre building AI infrastructure feels it. Samsung's Pyeongtaek plant handles nearly half of global DRAM and HBM chip production. An 18 day strike disrupts that supply directly. SK Hynix already controls 33% of the global DRAM market. Already beats Samsung on high bandwidth memory for Nvidia. They are better positioned. Better motivated. And about to get Samsung's customers if shipments are delayed. $Micron is the third player. Their quarterly revenue already surged 53% last quarter. A Samsung supply shock pushes chip prices higher globally. Higher prices mean higher margins for whoever is still shipping. Samsung's board chairman warned it could hurt investors and damage South Korea's entire economy. The workers said they are willing to talk. But only if Samsung brings a proper proposal. Eight days left.

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TA21
TA21@pekf73·
Let's help a brother out
INFINITEYAY✨@infiniteyay

I need to be real with you all. I've gone back and forth about posting this but I can't stay quiet anymore. My 4 year old son has a severe neurological condition. He's non-verbal and autistic and requires constant specialized care. That alone turned our family's life upside down. We found treatments that are extremely promising but they're just out of reach right now. Then a few weeks ago, my 11 year old was diagnosed with Type 1 Diabetes. What was already the hardest chapter of our lives just got significantly harder. We have a 4 year old with intensive daily needs, an 11 year old whose health now requires around the clock management, and a 1 year old. There aren't enough hours in the day and there aren't enough of us. The art and design markets have been going through some serious changes and it's left us in the tightest financial spot we've ever been in. I'm not here for sympathy. I'm here because love and will do anything for them and have to exhaust every option I can. If you or anyone you know needs creative work, I have 15+ years of experience across brand identity, creative direction, advertising, content, and AI art. I've worked with adidas, Nike, Google, Valentino, and many others. I'm ready to start immediately. If you love the art, I have a small curation of unminted new works and my PIECES drop is live on SR. I'm also very open to commissions. I've always tried to show up here with energy and positivity. Right now the most honest thing I feel I can do is show up with the truth instead. I'm going to get my sons the care they need and get my family to a place where we can all thrive. If you can help from any angle, please reach out. If you can RT, that matters too. DMs are open. 🙏

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TA21
TA21@pekf73·
@infiniteyay You are a world class artist and human being. So sorry you are all going through this. Family is the most important thing in the world.
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INFINITEYAY✨
INFINITEYAY✨@infiniteyay·
I need to be real with you all. I've gone back and forth about posting this but I can't stay quiet anymore. My 4 year old son has a severe neurological condition. He's non-verbal and autistic and requires constant specialized care. That alone turned our family's life upside down. We found treatments that are extremely promising but they're just out of reach right now. Then a few weeks ago, my 11 year old was diagnosed with Type 1 Diabetes. What was already the hardest chapter of our lives just got significantly harder. We have a 4 year old with intensive daily needs, an 11 year old whose health now requires around the clock management, and a 1 year old. There aren't enough hours in the day and there aren't enough of us. The art and design markets have been going through some serious changes and it's left us in the tightest financial spot we've ever been in. I'm not here for sympathy. I'm here because love and will do anything for them and have to exhaust every option I can. If you or anyone you know needs creative work, I have 15+ years of experience across brand identity, creative direction, advertising, content, and AI art. I've worked with adidas, Nike, Google, Valentino, and many others. I'm ready to start immediately. If you love the art, I have a small curation of unminted new works and my PIECES drop is live on SR. I'm also very open to commissions. I've always tried to show up here with energy and positivity. Right now the most honest thing I feel I can do is show up with the truth instead. I'm going to get my sons the care they need and get my family to a place where we can all thrive. If you can help from any angle, please reach out. If you can RT, that matters too. DMs are open. 🙏
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