Robin Seyr

Strategy (MSTR) Just bought 17,994 BTC today ⇒ Most still think Strategy is just "leveraged Bitcoin" They don't understand the accumulation machine! Strategy now holds 738,731 BTC. ⇒ So far in 2026 they’ve been accumulating 974 BTC every single day. And this in a downwards Market, with low sentiment and haters being very loud. Now Imagine what they will do in a full Bull Market ⇒ And with STRC in Full Swing. If they compound Bitcoin per share at ~14% annually (I expect even more), that’s roughly 2.5× more BTC in 7 years. That would mean ~1.8M BTC by 2032. This Paired with a BTC Price of $1M (Power Law) could bring Strategy to $7,700 per Share (1.5x mNav) ⇒ This isn't "Just Leveraged Bitcoin" This is financial engineering on the highest level possible!

i hear you Mikey. I only advocate for Self custody, I even own a self custody company with MicroSeed. But the harsh reality is, not everyone will get Bitcoin in self custody….actually most will buy it on some 3rd layer that has little to nothing to do with Bitcoin. I hope I’m wrong on this one.

@RobinSeyr Fake paper bitcoin is not adoption. It leads to even less real adoption of real bitcoin on a cold wallet.

This chart will explode exponentially in the next 10 Years:

@MikeFor44857211 So you think less products, less innovation and therefore less people will somehow lead to more adoption?

@RobinSeyr Or maybe if we had no ETF and no BTCTCs, people would be forced to do the work, and use a cold wallet, i.e. use real bitcoins, instead of fake paper bitcoins such as ETF & BTCTCs.

@MikeFor44857211 Without institutional support, we would probably be at 30k right now. There is 0 retail excitement. We’re in deep bear market, where the price is held up because of Institutional demand.

@RobinSeyr This has had no impact on Bitcoin price.

@SabeKitten @TheRealPlanC Yes Both! Just search "Robin Seyr" on either one.

@RobinSeyr @TheRealPlanC Is there an apple podcast or spotify list?

@TheRealPlanC on when BTC Actually reaches $1M -> Why so many BTC Price Models are broken! -> How Cheap Bitcoin truly is right now. -> Deep Dive into where Bitcoin is headed This is a MUST-WATCH 3 Hour Deep Dive with PlanC:

Great recommendations:

@TheRealPlanC was fun!

We did a Joe Rogan-style 3-hour deep dive.

@Royrennt When to sell = Never.

@RobinSeyr Completely wrong—it only makes those who know when to sell rich.

Bitcoin won't make everyone rich, just the ones who buy it.

@sminston_with We do talk about you :)

Bookmarked Buckle up! 👇🏻 x.com/i/status/20343…

My First ever 3h+ Podcast Episode recording, I enjoyed it so much, I even canceled an appointment in the middle of the recording! Thanks @TheRealPlanC for coming on my Pod:

Full Episode on YouTube: youtu.be/c9Ucg55AGn8

The $72k Gang...an amazing place to STACK BTC!

As a mstr shareholder I only care if they can increase BTC per share for mstr. STRC anyway isn’t a stock that will skyrocket, it’s meant to stay at 100$…which I’m shocked how early they already got the vol down to under 2%…that’s impressive. And the div obligation are super easy to fulfill. Look deeper:) I agree: On the surface it looks too good to be true.

@RobinSeyr selling STRC shares, right ? The BTC/share number today is misleading as/if you don’t take into account the cost of the prefs dividends. BTC/share made sense 2-3 years ago when they funded mainly through MSTR shares. You must take into account somewhere the divs.

There is ENDLESS Deman for STRC, which makes Strategy a MonSTeR! -> It will become one of the 5 most valuable companies!

@MikeFor44857211 No, raising money especially through STRC. They have a positive BTC Yield. So they buy more BTC per share outstanding. The difference is hard to understand, but very important if you want to understand MSTR.

@RobinSeyr So selling share, or selling Bitcoin, right ?

@MikeFor44857211 - USD Cash reserves for about 2-3 Years - Bitcoin covers them 100s of years and just last week they raised enough capital to cover them for 1.5 years. And that’s just the surface…

@RobinSeyr My question remains: how do they fund the preferred dividends ?

@JKubinak @sstskybird Yes!

@RobinSeyr @sstskybird Boomers would love STRC 😉 with the macro economy feeling stress it might be the perfect investment to avoid a disaster.

Great trio. What’s your allocation %

@MikeFor44857211 They pay right now a 11.5% yield, which is a little under 1$ a month. and they buy Bitcoin with that. So they are getting a 20-30% ARR in Bitcoin, and pay you a 11.5%. They difference will be appreciated by the MSTR shareholders

@RobinSeyr how are they able to pay $1 a month ?

@StrategyMaxi @Strategy @saylor Love the conviction, but also have some BTC in Self custody.

People call me a Saylor zealot sucking on his... whatever. Call it what you want. I’m 100% $MSTR. 10+ year horizon. Bitcoin believer. Want way more juice than plain BTC. Conviction wins. I’m not apologizing, just like Saylor did not apologize when he bet on Apple a decade ago.

@FunkeSilber I always prefer common stock before preferred. But STRK seems like a good value right now

@RobinSeyr Just strk and btc and you get all of them

My Current Formula: -> Buy BTC for Freedom -> Buy MSTR for Amplification -> STRC for Retirement The best setup for the coming Capital Shift till 2035!