Retail Ry 🏧🟧

MSTR is the best business in the world.

@BitStrategy21 “Yeah but Vivek and ASST” Vivek’s relevance is a one way ticket, lower. Vivek picked a bad enemy. Fuentes and his influence is more powerful than Vivek in a soon post Trump world, and I’d bet Fuentes steam rolls Vivek.

@BitStrategy21 The state is more focused on: -power projection globally -covering up Epstein files -positioning for Post Trump (Vance book & podcast tour, Newsom bursting at the seems to announce his run, etc) To the state: MSTR is back burner at best. ASST might as well not exist.

The decision to Stop Promoting Strive is above Saylor’s pay grade.

I meant to quote tweet this one: @HobbitScribe my reply is above

Was the Rothschild Family -paying interest, or -collecting interest? Think about that. The @Strategy business has to eventually expand & become big time FCF positive, which would create tremendous value.

@SatoshiDeniz @saraaa7447 This is the exact same thing as “technical” analysis. People just love to visualize symmetrical lines and shapes.

@saraaa7447 no lol

bro 💀

@28delayslater Bro is 10 years late on “Full Self Driving” But we’re not gonna let that get in the way of the most hyperbolic thing that’s ever been said.

You don’t seem to understand that FrunkPuppy will be worth more than the rest of Earth if we accomplish our goals

The finish line of @Strategy is not Digital Credit & Bitcoin. It’s the starting point. This is the most important long term pitch to be made.

@ShippMedia Yes.

@ryQuant Nakamoto?

What if it was possible to combine the impact of Standard Oil and Berkshire Hathaway into one business?

“Simplicity isn't the lack of complexity; it's the clarity of understanding.”

@saylor @Strategy Fax 📠

Orange dots tell only part of the story.

@ShippMedia SpaceX is neither: -Standard Oil -Berkshire Hathaway

@ryQuant SpaceX?

@sheep_xxl Apple and SpaceX are physical. 👀

Apple and SpaceXAI are digital assets. But can you trade them at 3am on a Saturday? Are they free of counterparty risk? Can you buy 0.001 of them?

@sheep_xxl Gladwell’s 10,000 hours, good stuff

As the owner of multiple bitcoins, here is my advice to all younger people: be consistent. Show up everyday. Study things for 10,000 hours until you are an expert. Think of the future. I remember when bitcoins came out of a faucet. I could have collected thousands of them.

@TaylorK88114500 I don’t think we will ever experience a sharp drop off in people, even if it’s a slow decrease which I think it will be. AI, data centers, air conditioning, more and more electric cars, heat pumps, etc

@ryQuant The population decreasing by 1/2 from people not having babies because of the expense of having a family, will mean all that extra power will be used by AI Robots and AI data centers ? For who ?

@1914ad You’re suggesting that the problem doesn’t manifest in tx fees? How does spam manifest as a problem? (honest question)

⚠️ Stop being the victim of clever deceit. Transaction fees are an irrelevant metric for measuring spam on Bitcoin. You and I understand that. Michael Saylor understands it too.

@sheep_xxl deep

Anchors aweigh

@StrategyMaxi I get everything you’re saying. If the business never expands, BTC per Share goes down forever to pay the Pref Divs. What’s more interesting is finding a scalable way to go FCF positive+++ ROC dividends go away, and we buy the Prefs back in the open market.

One biggest counterpoint to creating/acquiring cashflows. It create different risk profile. It's better to have risk profile limited to BTC reserves? Or you want to add ten more businesses from different industries to create cashflow? It wouldn't introduce more risk? Yes we have software operations but cashflow very small compared to BTC reserves. It is already reliable in itself. If you recall Saylor describing about chasing many ideas is bad. Or describing that many businesses died. Less public companies over time. More technology advances, more cashflow gets threatened. Companies in SP500 have life of 18 years today compared to 61 years in 1958. BTC lifespan? Forever.

Best markets to start this in: (It would also be good to add NYC area to this list. There is no, and will not be a political solution outside of Mayor Mamdani asking everyone to turn off their AC. We need a business solution.)

If we regularly have excess energy capacity, we re-direct that to good ole fashioned bitcoin mining to expand our power in terms of hash rate.