Elegant Capital

3.2K posts

Elegant Capital

Elegant Capital

@stupidtradeguy

Katılım Temmuz 2014
222 Takip Edilen137 Takipçiler
Strategy
Strategy@Strategy·
Record day for $STRC. $1.1 Billion Daily Traded Volume (+46.5% from previous high)
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Elegant Capital@stupidtradeguy·
@AdamBLiv If you think it will only be at 200k and mstr will have added 1.2mm more btc we have problems. Btc should be much higher
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Adam Livingston
Adam Livingston@AdamBLiv·
By the end of 2027, Strategy will have 2 million Bitcoin. Bitcoin will be $200k. They will have $400 BILLION of PERMANENT CAPITAL on the balance sheet. For reference, out of all the 503 companies in the S&P 500... 20 OF THEM of a market cap higher than $400 BILLION. STRATEGY DOESN'T NEED THE S&P 500. THE S&P 500 NEEDS STRATEGY. THE WORLD IS BEING REBUILT ON THE BITCOIN STANDARD AND YOU ARE EARLY. ACCELERATE.
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Elegant Capital@stupidtradeguy·
@saylor Take that $ and instead of buying only bitcoin start rebuying shares too.
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Michael Saylor
Michael Saylor@saylor·
$1.156B of liquidity. One penny of volatility. Closed at par. $STRC
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Derin Olenik
Derin Olenik@BigpictureBTC·
Strategy (MSTR) Preferred Dividend Burn Math. The Bottom Line: At its current growth rate, Strategy will exhaust its $2.25B preferred dividend reserve in 9 to 10 months. If ATM issuance continues compounding at this pace, dividend obligations will hit nearly $700 Billion in 2.5 years. Even if the $MSTR share price skyrockets back to its previous all-time high of $543, the company would still have to dilute common shareholders by nearly 400% just to pay the preferred yields. Here is the exact math using official SEC filings and live corporate dashboards. 1/ The Starting Line Feb 5, 2026: Q4 Earnings 8-K announced a $2.25B USD Reserve (effective Feb 1) to fund "2.5 years" of preferred dividends. Today is April 13, 71 days later. 2/ STRC Variable Burn STRC obligations grow dynamically via ATM issuance. •Feb 1: $3.4B Notional at 11.25% yield = $1,047,945/day. •April 13: $6.357B Notional at 11.50% yield = $2,003,142/day. •71-Day Average Cost: $1,525,543/day. Total STRC burned: $108.31M. 3/ Fixed Preferred Burn Based on Form 424B5 and Q4 filings: •STRE: ~$716.8M USD notional at 10% = $196,383/day. •STRD: $292.4M notional at 10% = $80,109/day. •STRF: $202.6M notional at 10% = $55,506/day. •STRK: $50.0M notional at 8% = $10,958/day. Total Fixed Burn ($342,956/day * 71 days): $24.35M. 4/ Remaining Cash Reserve Starting Reserve: $2,250,000,000 Less STRC Burn: -$108,310,000 Less Fixed Burn: -$24,350,000 Current Reserve: $2,117,340,000 ($2.117B). 5/ Exponential Depletion STRC grew from $3.4B to $6.357B in 71 days (86.9% absolute growth). Compound Monthly Growth Rate (CMGR): (6.357 / 3.4) ^ (30 / 71) - 1 = 30.06% monthly compounding. If 30.06% growth continues, starting with today's $71.36M monthly burn and $2.117B reserve: •Month 1: $71.3M burn ($2.04B left) •Month 4: $144.5M burn ($1.69B left) •Month 7: $305.7M burn ($933M left) •Month 9-10: Reserve exhausted. 6/ Cost to Regain 2.5-Year Runway What is the cost to refill a 30-month reserve? •Static (Stop Issuance): 30 months requires $2.14B. With $2.117B left, the deficit is $23.8M. Requires issuing 183k common shares at $130. •Dynamic (30.06% Growth Continues): The sum of 30 months of compounding dividend obligations is $699.7B ($699.4B STRC + $0.3B Fixed). Deficit: $697.6 Billion. 7/ The Price Target Illusion Strategy bulls will argue that the share price will be much higher by then, making the dilution negligible. Let's run the math on raising that $697.6 Billion deficit against a current float of roughly 333 Million outstanding shares. Here is the exact dilution required to pay the 30-month dividend bill at higher price targets: •At $130/share: 5.36 Billion shares issued (1,609% dilution) •At $200/share: 3.48 Billion shares issued (1,045% dilution) •At $300/share: 2.32 Billion shares issued (696% dilution) •At $400/share: 1.74 Billion shares issued (522% dilution) •At $500/share: 1.39 Billion shares issued (417% dilution) •At $543/share (Previous ATH): 1.28 Billion shares issued (386% dilution) Conclusion: Even in a hyper-bull scenario where MSTR reclaims its previous ATH of $543 per share, maintaining this 30% monthly ATM growth rate requires nearly quadrupling the outstanding share count just to pay the preferred dividends. If ATM issuance halts, Bitcoin accumulation stops. If issuance continues, the math dictates hyper-dilution regardless of the stock price. Unless he starts selling their BTC in which case the narrative and model collapses… It seems a vast majority of MSTR shareholders don’t understand what they’re cheering for. From a common shareholders perspective, $STRC should not be viewed as Digital Credit, but rather Digital Kamikaze….
Michael Saylor@saylor

Strategy has acquired 13,927 BTC for ~$1.00 billion at ~$71,902 per bitcoin and has achieved BTC Yield of 5.6% YTD 2026. As of 4/12/2026, we hodl 780,897 $BTC acquired for ~$59.02 billion at ~$75,577 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

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Elegant Capital@stupidtradeguy·
@dollar_mara Definitely marks the bottom in Btc. Every time $mara has sold bitcoin it has been at the bottom.
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100DollarMARA
100DollarMARA@dollar_mara·
Recap of $MARA Bitcoin sale and Debt Repurchase yesterday: "This transaction enhances financial flexibility and increases strategic optionality as we expand beyond pure-play bitcoin mining into digital energy and AI/[high-performance computing] infrastructure," MARA CEO Fred Thiel. The next step is announcing tenants for these data centers "Execution remains the key gating factor," Clear Street analyst Brian Dobson wrote about the Starwood deal. "Tenant commitments, development timelines, and project-level return thresholds will ultimately determine value creation." Future is bright for MARA - they just need to strike a deal and execute. Prove to the market they can do it The company has a hefty possession of energy and space. MARA operates 18 data centers across four continents with 1.9 gigawatts of total capacity and it is now partnering with Starwood Digital Ventures last month to develop AI data centers. One day, I will be able to smile
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The Resonance
The Resonance@Partisan_12·
Germany has given Israel over $70,000,000,000 in reparations. The US has given Israel over $250,000,000,000 in foreign aid. Israel has given nobody anything.
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Adam Livingston
Adam Livingston@AdamBLiv·
Did you know you can retire with just $869,565 and NEVER WORK AGAIN? Forget the 4% Rule. That old advice said you needed $2.5 million to retire and safely withdraw $100,000/year. That’s dead. Because STRC pays an 11.5% dividend, tax-deferred, and it's paid monthly. That means $869,565 = $100K/year in passive income. No selling. No stress. No Wall Street roulette. Just dividend checks. Every month. STRC is turning early retirement from a pipe dream into a plan. ✅ Retire in your 30s or 40s ✅ Keep your lifestyle ✅ Live off dividends forever Why grind for decades to save $2.5 million... When you can hit $869K and walk away? Buy STRC. Pocket the yield. Exit the rat race.
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Tim
Tim@TimurNegru·
5.2 acres of land in Italy, a working olive grove that produces oil, private woodland, a renovated stone farmhouse and an 80m² cellar. €260k ($300k). A lot of people are rethinking where they live and how they live. This is what that looks like in practice. A courtyard with a wood oven and grape pergola. Three connected structures, 150m² (1,615 sq ft) of living space, 2 beds and 2 baths. Get Starlink, run your business from anywhere, add solar panels, collect your water. You're largely off-grid. One hour from Rome if you ever get bored and need the city. Is this the kind of property that starts making more sense the more the world changes?
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Bill Ackman
Bill Ackman@BillAckman·
President @realDonaldTrump will go down in history as one of the greatest and most consequential presidents we have ever had. His ability and willingness to make bold and consequential decisions for the benefit of future generations based on the hard and cold facts at hand rather than short-term political considerations is one of his greatest strengths. No longer are we governed by the politics of the weak who have brought us close to the edge with their weakness and self-interested short-termism. God bless our nation, our military, and our president. Let’s all pray for our troops who risk their lives on behalf of all of us so we can look forward to a world where evil is eliminated and good prevails. What we do in life echoes in eternity.
Open Source Intel@Osint613

BREAKING: 🔴🔴 U.S. PRESIDENT DONALD TRUMP: "A SHORT TIME AGO, THE UNITED STATES MILITARY BEGAN MAJOR COMBAT OPERATIONS IN IRAN."

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Elegant Capital@stupidtradeguy·
@NYCMayor Do us all a favor and move to Iran. They are looking for a new leader. Just make sure not to miss off @POTUS king of FAFO
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Mayor Zohran Kwame Mamdani
Mayor Zohran Kwame Mamdani@NYCMayor·
Today’s military strikes on Iran — carried out by the United States and Israel — mark a catastrophic escalation in an illegal war of aggression. Bombing cities. Killing civilians. Opening a new theater of war.  Americans do not want this. They do not want another war in pursuit of regime change. They want relief from the affordability crisis. They want peace. I am focused on making sure that every New Yorker is safe. I have been in contact with our Police Commissioner and emergency management officials. We are taking proactive steps, including increasing coordination across agencies and enhancing patrols of sensitive locations out of an abundance of caution. Additionally, I want to speak directly to Iranian New Yorkers: you are part of the fabric of this city — you are our neighbors, small business owners, students, artists, workers, and community leaders. You will be safe here.
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MichaelRapaport
MichaelRapaport@MichaelRapaport·
SHOCKING NEWS!!!! Real New Yorkers call this the okey doke, the bait & switch or the big bag of BULL SH!T 6 weeks in office & Zoron the Moron proposed raising New York City property taxes by nearly 10%, having failed so far to persuade New York Gov. Kathy Hochul to increase taxes on corporations and working class NEW YORKERS. Also, notice that Mr.Tik Tok social media DID NOT post this on all of his social media accounts as he does with everything else. RAPAPORT FOR MAYOR OF NYC 2029,
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Elegant Capital@stupidtradeguy·
Did we really need to see $69420 again in Bitcoin price. Send it back up
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Elegant Capital
Elegant Capital@stupidtradeguy·
@persianjewess If you only knew how much they were getting paid per hour you'd really flip out.
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The Persian Jewess
The Persian Jewess@persianjewess·
This is what life is like when you elect a socialist for NYC Mayor: They pretend to shovel the streets of NYC, but in reality they are just covering more of the street with snow. All performance, no substance.
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Dave Portnoy
Dave Portnoy@stoolpresidente·
PRISON FOR EVERYBODY!! THAT’S THE BIGGEST RIG JOB IVE EVER SEEN. INVESTIGATE THE NFL. INVESTIGATE PETE CARROLL. IVESTIGATE THE RAIDERS!!!
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Peter Schiff
Peter Schiff@PeterSchiff·
How low does Bitcoin have to fall before you Bitcoiners admit that I was right?
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Bark
Bark@barkmeta·
Sold all of my Crypto. Bought a farm in the middle of nowhere. Woke up at 6am, fed the chickens, and didn’t check a single chart. Feeling calm for the first time in 5 years. You guys keep chasing nonsense. I’m chasing peace.
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David Gokhshtein
David Gokhshtein@davidgokhshtein·
Which crypto project hasn’t gotten enough attention lately?
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