dalbmloh

4K posts

dalbmloh

dalbmloh

@dalhbd

Присоединился Ağustos 2024
19 Подписки354 Подписчики
Gunther Eagleman™
Gunther Eagleman™@GuntherEagleman·
If you’re happy Eric Swalwell is out of Congress, we can be friends.
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Kid Analyst
Kid Analyst@dominicpoks·
@mikealfred Is the $6bn ATM done or is there a timeline?
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Derin Olenik
Derin Olenik@BigpictureBTC·
@cryptofordocs @AdamBLiv @Z06Z07 @BTCoptioneer @hillery_dan Their only rebuttal can consist of two options: 1. At current growth rate, they believe $700B worth of share issuance can easily be absorbed into a $44.6B company 2. $STRC will lower its rates. Which I have voiced my view on that in my pinned article in the STRC section.
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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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dalbmloh
dalbmloh@dalhbd·
@t_xu @POTUS A grandma having to DoorDash isn’t a flex, it’s a symptom of the poor economy and stagnant wages of middle class
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Tony Xu
Tony Xu@t_xu·
Dashers have delivered billions of orders but this was our first to 1600 Pennsylvania Avenue! Sharon, a Dasher and grandma from Arkansas, knocked on the Oval Office door to thank @POTUS for delivering No Tax on Tips, a policy that helps millions of hardworking Americans keep more of what they earn. This is the kind of change that can happen when tens of thousands of Dashers like Sharon make their voices heard.
The White House@WhiteHouse

HAPPENING NOW... 👀🍟💰

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dalbmloh
dalbmloh@dalhbd·
@michaeljknowles Get off your high horse, you support a literal child rapist, DJT
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dalbmloh
dalbmloh@dalhbd·
@EricLDaugh Grandmas having to DoorDash isn’t the flex you think it is
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 Arkansas grandma Sharon Simmons just carried out the FIRST-EVER DoorDash delivery to the White House, personally handing McDonald's to President Trump She's completed 14,000 deliveries and because of Trump's no tax on tips, saved nearly $11,000! 🇺🇸 Incredible.
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Nick shirley
Nick shirley@nickshirleyy·
@ericswalwell If you aren’t fit to run a campaign what makes you fit to continue your time as a congressman? Resign.
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dalbmloh
dalbmloh@dalhbd·
@AdamBLiv What if they drop the dividend to a lower percentage
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Adam Livingston
Adam Livingston@AdamBLiv·
Did you know that you can retire on just $870,000 and NEVER WORK AGAIN? Did you know your financial advisor has been LYING to your FACE for 30 years? Bless his heart. He said you needed $2.5 million to retire on $100K/year. He has a boat named “Your Fees.” That advice is dead. I killed it. You’re welcome. STRC pays an 11.5% dividend. Tax-deferred. Paid monthly. Which means $870,000 - LESS than a median California house that doesn’t even have a yard… …generates $100K/year FOREVER. Your advisor’s boat is sinking. No selling. No rebalancing. No “have you considered your risk tolerance” phone calls at 9am. Just a number going up in your brokerage account while you drink coffee in a bathrobe at 11am on a Tuesday like God intended. $870K. That’s it. That’s the exit number. Not $2.5M. Not “grind for 40 years and die with good posture.” $870,000 and STRC does the rest while you become insufferable at dinner parties. ✅ Retire before your knees give out ✅ Tell your boss what you actually think (do it) ✅ Live off dividends while everyone else lives off vibes Your financial advisor needs 40 years of your labor to fund his lifestyle. STRC needs $870K to fund yours. Choose accordingly. Buy STRC. Pocket the yield. Become the problem.
Adam Livingston tweet media
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Karoline Leavitt
Karoline Leavitt@PressSec·
President Trump just received a McDonald’s delivery order from a DoorDash driver outside the Oval Office! Thanks to President Trump signing No Tax on Tips into law, Sharron is using the $11,000 in tips that she made last year to support her family. 💰 🚗 🍔 🍟
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Katie CPA MBA
Katie CPA MBA@IDdoITtheSAME·
Saving $11,000 on no tax on tips is mathematically impossible. $25k / $11k = 44% tax deduction) her marginal tax rate at the maximum is 24% or the deduction is disallowed due to income. Most states did not adopt these deductions and even if they did no state has a 20% rate and adopted these deductions. That all being said. I’m glad she saved some taxes but let’s just be honest on how much taxes were saved. 🤷🏼‍♀️
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Nick Sortor
Nick Sortor@nicksortor·
🚨 NOW: President Trump just received a DOOR DASH ORDER to the Oval Office from "Door Dash Grandma" She told 47 his NO TAX ON TIPS legislation has saved her $11,000 in taxes this year, as her husband goes through cancer treatment. Much deserved savings for everyday Americans 🇺🇸
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dalbmloh
dalbmloh@dalhbd·
@EricLDaugh Two manlets on one ticket? Nah they’ll lose
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 GREAT NEWS: A new poll just found Republicans view JD VANCE and MARCO RUBIO as the most electable candidates in the 2028 presidential election — Yale Vance: 83% Rubio: 76% Love them both! Each of them were incredible picks by President Trump 🇺🇸
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Rep. Jim Jordan
Rep. Jim Jordan@Jim_Jordan·
President Trump is prioritizing American families. Democrats are prioritizing illegal aliens. Normal vs. crazy.
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ThePersistence
ThePersistence@ScottPresler·
Holy Cow Just found 2 additional illegal aliens on the voter rolls in Pennsylvania. Both of these illegal aliens are sex offenders. Yes, I can confirm with proof that illegal alien sex offenders registered as democrats are voting in Pennsylvania elections. This is news.
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 BREAKING: President Trump has vowed to MASS PARDON his top admin officials and staffers when he leaves office — WSJ Good. The left is going to GO AFTER these patriots relentlessly. "I'll pardon everyone who has come within 200 feet of the Oval," Trump said in a "recent meeting to laughs" Remember: JOE BIDEN went CRAZY with mass pardons when he left office. The left has ZERO grounds to complain about this if and when it does happen! PARDON AWAY!
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Tim Pool
Tim Pool@Timcast·
After reading all the replies to my tweets I have come to realize that I have been wrong about everything Trump is demonic and a Mad King, I should have seen it sooner. Israel has been controlling everything the whole time, I was blind. I apologize and hope that moving forward you will still consider reposting me on X and buying my coffee
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dalbmloh
dalbmloh@dalhbd·
@Timcast Can’t tell if this is satire, or Tim is trying to pivot as he sees writing on the wall. I doubt it’s genuine
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dalbmloh
dalbmloh@dalhbd·
@nicksortor @nickshirleyy Okay, this is meaningless until you look at the #1 cost center, the military. But no one has the balls to do that
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Nick Sortor
Nick Sortor@nicksortor·
🚨 HOLY CRAP! Treasury Sec. Scott Bessent tells @nickshirleyy there could be $500 BILLION in fraud YEARLY — 10% of the budget But a LOT of that will be smashed with a 30% reward program for those who turn in fraudsters End it all and JAIL the fraudsters!
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Manny Mo
Manny Mo@MannyMo0000·
@dalhbd @JuniorFaF0 @GuntherEagleman They were not sealed from the DOJ. That means the DOJ had 4 years to find dirt on Trump, they didn’t do that, why……..dimwit
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Gunther Eagleman™
Gunther Eagleman™@GuntherEagleman·
HOLY FUCKlNG HELL MELANIA TRUMP IS OUT HERE NAMING NAMES AND NOT HOLDING BACK! "The false smears about me from mean spirited and politically motivated individuals and entities looking to cause damage to my good name to gain financially and climb politically must stop." "My attorneys and I have found this unfound and baseless lies with success and will continue to maintain my sound reputation without hesitation." "To date, several individuals and companies have been legally obligated to publicly apologize and retract their lies about me." "Such as daily beast, James Carville and Harper Collins U.K. Now is the time for congress to act. Epstein was not alone." SUE THEM INTO OBLIVION.
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dalbmloh
dalbmloh@dalhbd·
@GeraldoRivera You can tell his was quick and last minute, she wasn’t even prepped. Something is coming out
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Geraldo Rivera
Geraldo Rivera@GeraldoRivera·
Hope Melania’s extraordinary address to the nation yesterday is not a harbinger of bad news to come. The first lady is underrated and deserves better treatment from the press.
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Dan Bongino
Dan Bongino@dbongino·
Today is April 10th, 2026 and Donald J. Trump is the President of the United States of America.
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