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toeshi
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A personal note. After years of public discussion/work: the podcast, social media, venture capital, everything — I'm stepping back to focus on my family.
My kids are growing fast. My wife deserves the best of me. To everyone who listened, read, grew, and built alongside me — thank you. What a blessing you all have been!
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Hey Ivan,
I'm the Chief Risk Officer of the second publicly traded company that's issued a perpetual preferred equity with a Bitcoin balance sheet $SATA. Pays 13% annualized. You'll love it 😉
We've sold $437 Million since IPO in November 2025, and I have extensively studied the mathematical risk profile of these instruments possibly more than anyone else on the planet.
Perhaps worth a conversation? Maybe we can put the bewilderment to bed.
Cheers,
Jeff
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Both Coffee and I analyzed $STRC today
The reason Bitcoin has a small pump and dump leading into middle of the month each month is $STRC ex-dividend day
Saylor is consistently increasing the dividend to keep the demand up (increasing every month)
Let’s see how long this will continue (not sustainable but provides buy pressure for now)
Altcoin Daily@AltcoinDaily
JUST IN: Coffeezilla publishes video taking on Bitcoin believer Michael Saylor & Strategy's $STRC. Coffee says Saylor's STRC preferred-stock pitch is too simple & the risks are not properly explained. "It's been compared to the iPhone. It's been compared to a Ponzi scheme." "You put in your money. They say they're going to yield about 11.5% per year. That's basically double digit returns which is just mind-blowing" "What is the problem with that? Well ultimately... the company has no obligation to pay you back. Why haven't people realized this?" "My entire problem is that they're leading people like a pied piper with this kind of ludicrous idea. Their pitch is of a money market and a bank - When that's just not what this is. This is a snowball of yield."
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@CedYoungelman @LawrenceLepard ; particularly when he’s riled up dropping f’bombs…oh and mr @jameslavish
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GIF
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Two financial systems are running simultaneously.
One built on inflation. One deflationary.
Most people are mixing them together and wondering why they can't get ahead.
@MarylandHODL21 and @CrisReed map it out on @_BitcoinMatrix 268 🟠
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@_Adrian @saylor @digitalphong probably their for branding advice "drop the Morgan'ley, it's cleaner"
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$MSTR: I'm guessing @saylor | @digitalphong are at Morgan Stanley
Michael Saylor@saylor
Guess the ₿ank.
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What is the value of a company:
1. Holding $60 Billion:
2. Growing at 70% a year
3. Providing novel products to a total addressable market in the hundreds of Trillions
4. With a 12x moat compared to the next closest company
....
Probably Higher🟩👆 than $53 Billion...
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MSTR gets more convoluted by the day… now they’re creating a dollar reserve… to backstop the payments due from the convertible debt… that’s backstopped by the bitcoin in the public entity… Do I have that right @grok?!
Remember my rules/does mstr break any?
1. If it’s too good to be true, it isn’t 🚩
2. If you can’t explain it to a 12 year old… 🚩
3. If they don’t have an audit or can’t explain basic facts 🚩
4. If they attack critics instead of answering their questions 🚩
Michael Saylor@saylor
$MSTR announces the formation of a $1.44 billion USD Reserve and an increase in its BTC Reserve to 650,000 $BTC.
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@Jason The arrogance is impressive.
Tether has built one of the most valuable private companies on earth. Maybe, just maybe, they know how to run Tether better than you?
“Sell all your Bitcoin and buy Treasuries” 🤣
I’m sure they’re studying your X profile and taking notes, man
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Tether has a lot left to clean up, but they're getting close!
Best advice: go AMERICA FIRST, AMERICA ONLY
1. Sell 100% of Bitcoin
2. own 100% US treasuries
3. get not one, but TWO, audits done by AMERICAN firms
Do that, and their sorted and insane history will fade.
And credit to the 47th administration for giving TETHER and other stable coins a clear path to legitimacy: BUY AMERICAN ONLY!
Shanaka Anslem Perera ⚡@shanaka86
S&P JUST DOWNGRADED TETHER TO “WEAK” The $184 billion backbone of crypto markets is one crash away from insolvency. The math is devastating: Bitcoin holdings: 5.6% of reserves Safety buffer: 3.9% Read that again. The volatile asset exceeds the cushion meant to absorb its fall. S&P’s exact words: A decline in bitcoin’s value “could lead to USDT being undercollateralized.” This is not speculation. This is a major credit rating agency stating in plain language that the instrument 500 million people use as their dollar—from Lagos to Manila to Caracas—cannot survive the kind of drawdown bitcoin has delivered multiple times in its history. The backstory makes it worse: New York Attorney General found Tether was fully backed only 27.6% of days examined during a 26-month period. The CFTC fined them $41 million for claiming dollar backing while holding “non-fiat financial products.” They didn’t reform. They grew. USDT quadrupled since those settlements. Now S&P confirms: No asset segregation in insolvency. No full audit—ever. Custodians and counterparties remain undisclosed. High-risk assets climbed from 17% to 24% of reserves in twelve months. Tether’s response? CEO Paolo Ardoino says they wear S&P’s “loathing with pride.” The implications: USDT processes $100 billion daily. It is the circulatory system of crypto. A de-peg doesn’t just hurt Tether holders—it paralyzes the infrastructure through which most cryptocurrency trading occurs. The emerging market users holding USDT as their only dollar savings have no idea this rating exists. The century’s largest unregulated dollar experiment just received its first official verdict. The market will deliver the second. Read the full deep dive article here - 👇 open.substack.com/pub/shanakaans…
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#1 active OG Bitcoiner imo👇
Simon Dixon@SimonDixonTwitt
When you reach a stage in life where you have no bank interest to pay, no VC demanding returns, no public company expecting strong quarterly reports, no income that requires your labour and nothing left to buy, your focus naturally shifts from wealth creation to lower risk wealth preservation. But for me, wealth preservation is only one bucket. I live in service: all wealth must carry spiritual energy, because not all wealth is equal. If our Creator blesses us with abundance, then our money should also boycott systems that violate our creators guidance. For me, Bitcoin in self-custody is the ultimate boycott. Bitcoiners like me dislike the phase where Bitcoin becomes a Wall Street tool through their custody, shares and collateralised lending services. We fight back with self-custody. I choose to stay, fight, educate others from my lessons and avoid the financial weapons of mass destruction that come from the Proof-of-Weapons Network. Rotation is healthy—a higher cost basis means more people committed to holding through the storm. Once you reach the billions, more billions have diminishing returns if you are truly free. Many billionaires are not free—their wealth is tied to Wall Street, and once you enter that mafia, they never let you go. Some of the wealthiest people in the world are slaves to Wall Street. It’s a personal choice. I choose to continue to boycott the Proof-of-Weapons Network with Proof of Work. I understand why others choose to exit. In my opinion. wealth can be taken by our creator if we don’t do good with the wealth our creator gives us. Good is often not easy.
Dansk
According to X we are all entering a $BTC Bear Market, popped A.I. Bubble, potential Banking Crisis, Mortgage Crisis, we're in a Recession, Tariffs are good, Tariffs are bad, and to round it out $MSTR is dead @saylor is going to get liquidated. Let me know if I missed anything.
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No bitcoin bailouts!
If $mstr is forced to liquidate btc to pay interest, and bitcoin crashes, most folks belief that’s the next best buying opportunity we’re gonna see !
Note: I don’t know if it’s a Ponzi or just overly complicated—but I would never touch it!
JaguarAnalytics@JaguarAnalytics
$MSTR Ponzi scheme is blowing up. $689M interest due in 2026 that they don’t have. Saylor is enticing investors by raising yield by +25 bps to 10.5% on preferred shares to raise capital to keep running the ponzi, while collateral deflates in value. bloomberg.com/news/articles/…
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Saylor confirms to us that he hasn't sold any Bitcoin.
I agree, you do not sell your Bitcoin.
x.com/saylor/status/…
Michael Saylor@saylor
You do not sell your Bitcoin.
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GM, 72 more Bitcoin
More work to be done.
Have a great day.
Strive@Strive
Strive has acquired 72 BTC for ~$8.26 million at ~$114,304 per bitcoin, financed exclusively through the exercise of traditional warrants. As of 10/28/2025, we hodl 5,958 BTC. $ASST
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We're now at the stage where Saylor and Strategy can comfortably buy hundreds of Bitcoin a week without ATM'ing the common stock.
Strategy has acquired 168 BTC for ~$18.8 million.
STRF = $11.2mil
STRK = $5.1mil
STRD = $2.6mil
This is proof of work and is very significant.
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