Moisey Uretsky

@CoachDanGo Don’t eat breakfast. Much simpler.

This 3 minute breakfast got me to 12% body fat At 46, I got my abs back and this breakfast is the biggest reason why. Here's what's in it and why it works:

Read the fine print. You are buying a share which entitles you to a dividend how that cash is directed isn’t specified which is why it can and is used for the dividend yield. Its leverage on leverage etc and with mstr share price where it is hard to dilute and issue more so this is a retail play hence the amount of people shilling it. If there’s an extended draw down on bitcoin and enough capital behind strc becomes complicated to continue to pay out hence why the reserve is being depleted as well. Really won’t be a real effect until q2 numbers are public and depends on how many shares are issued and purchased to see what the net effect is.

@DanielMuvdiYT Por qué un ponzi si puede vender mstr o BTC para pagar la deuda, no eh leído nunca que diga que usa strc nuevos para pagar dividendos de strc viejos y si el BTC sube a 200k la acción costará el triple de ahora es decir cada vez necesitará vender o diluir menos @DBATTAGLIAYtube

I have absolutely zero doubt about how this ends. It’s a Ponzi scheme. There is nothing backing those returns other than other participants buying more STRC. BTC itself is not a business, therefore there is no income derived from it. Most people do not read the fine print. The money he gets from STRC is not spent exclusively on BTC. It is his money to do whatever he wants with, including paying interest to other STRC holders and also using it as free cash for MSTR. If he wakes up tomorrow wanting a new jet, he can use the money he gets from STRC for that. You have to be an absolute idiot to put money into that.

@winston_polaris @0xLofty It can’t be a false prediction if the future hasn’t occurred yet. 😂👍

@0xLofty Noted, will track this one for you. Historical data says this is not a likely scenario, so can already say this is just another false prediction not based on data.

This chart has perfectly predicted the current Bull Trap to $78K. In 10 days, $BTC will bounce off the resistance and dump to $38K. Bookmark this chart and don’t become exit liquidity.

Greed creates the issue. Could have not done the last play and had enough reserves to weather a draw down since any repayment is off so far in the future. Just gambling too much here. The marginal return on additional bitcoin versus the risk associated during a draw down isn’t worth it.

Michael Saylor just built a $1.2 billion yearly dividend bill on a business that makes no money. And it's getting bigger every month. Strategy has issued $11.3 billion of preferred stock across 5 different series since January 2025. The rates are brutal: 8% to 11.5%. Here is what he owes every year: - STRC: $731M at 11.5% - STRD: $135M at 10% - STRF: $128M at 10% - STRK: $112M at 8% - STRE: $89M at 10% Total: $1.2 billion per year. In cash. Forever. The software business? It lost $112 million in free cash flow last year. It cannot pay a single month of these dividends. So where does the money come from? Issuing new MSTR shares. Every dollar of dividends is funded by printing more common stock. Saylor has pre-funded the next 2 years with a $2.25 billion cash reserve raised from share issuance. But new preferred stock is being issued every single week. The reserve will run out. And there is still $30.5 billion of preferred capacity left. If he uses it, annual dividends could hit $4 billion per year. On April 12, Saylor said Bitcoin only needs to grow 2.05% per year to cover everything. The math is correct. But dividends are paid in cash. Bitcoin appreciation is not cash. To turn Bitcoin gains into cash, he has only 3 options: 1. Sell Bitcoin (he has promised never to do this) 2. Issue more MSTR shares (destroys shareholder value when stock trades below NAV) 3. Turn off dividends (STRF and STRE dividends escalate to 18% if unpaid) Right now MSTR trades at 0.79x its Bitcoin NAV. A 21% discount. This means every new share issued destroys Bitcoin per share. The flywheel that worked on the way up is now running in reverse. There is also $6.8 billion of convertible debt with holder put options exercisable by September 2028. If the stock stays low, bondholders can demand cash repayment. The reserve cannot cover both dividends and puts. The breakeven was 1.5% in February. It is 2.05% today. At current issuance pace it could be 3.4% by year end. The number Saylor presents as fixed is actually rising every month. Bitcoin does not appreciate at 2.05% per year in a straight line. It goes up 300% then crashes 77%. Dividends are due every month regardless of where Bitcoin is in the cycle. This is a timebomb. It does not need Bitcoin to fail. It only needs Bitcoin to be volatile on a timeline that meets $1.2 billion in annual cash obligations.

@BigpictureBTC Personally i agree its a time bomb but i was under the impression they can use strc purchases to fund the 10+% dividend directly so they aren’t necessarily forced to use their reserve fund to pay out the yield?

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….

@BITCOINFUNDMGR @ZBreezy661 Curious How/why 28? Expecting a lot of resistance from ETF money anywhere near 40

@ZBreezy661 Maybe 28k

I told you to learn how to short Bitcoin when it was $117,000. Then I started shorting for clients at $124,000. That's the green box. I literally exactly shorted the exact top of Bitcoin. And I'm telling you, it's going to keep dumping. It's not done yet. To get my exact trades in real time, you have to click that subscribe button. I'm only going to give you general estimates here publicly. Look at how my last tweet from September of last year turned out

you aren’t charging for your service correctly. Should be on the difficulty of the search. Should have quoted him $250k, small investment for a life time partner given criteria Client doesn’t like the price tell them to cut things off the list Because the likelihood of him finding this person alone is near 0% hence why it’s so time consuming even finding candidates

Why is matchmaking expensive? To illustrate, here’s how I’ll lose money on a client’s $49,000 package. Client is 46, 6’2, exited tech founder. He’s looking for a woman 27-33, very specific criteria around match personality, appearance, and profession. Without diving into specifics, she: • Isn’t easily searchable online... • Isn’t likely to reply when we find her… • Isn’t likely to be single… • Often has a deal-breaker trait we can’t screen for without a phone call… • Isn’t necessarily interested in my client… I was expecting this to be a difficult search, so I quoted $49,000. I wasn’t expecting ~100 hours of labor to find each match, not including communication with the client! To date I’ve spent $45,000 on salaries for the women staffed on his search, plus $2,750 on styling and photos, and we still owe the client 2 matches... Before considering overhead (let alone opportunity cost) this will be a huge L financially. Things balance out though. Most engagements are profitable. Some engagements are quite profitable. For example, a new client in NYC paid $30,000 and paused after his first match, because he’s 99% sure we found his wife. That's still a new relationship, and engagements last 9 months (6 months of active matching + up to 3 months of pause), so we could be on the hook for more work in coming months. But you get the point 🙏

@Clara_Gold @stevesi Spot on. Anyone saying the opposite hasn’t built anything of true value from zero.

The easiest job in tech is Head of Growth at a consumer company with PMF. I did it at Rappi and thought I was a genius. Everything you try works. Tweak onboarding → conversion jumps. Unlock referrals → growth explodes. Turn on paid → infinite scale. And if something fails… it was an “experiment.” But that’s a fallacy. It’s like losing weight on GLP-1 and thinking you mastered discipline. Because when you become a founder, you realize the only hard growth problem is building a product people actually want. I’m a growth person, but I have infinitely more admiration for 0→1 product people than 1→100 growth people.

@realEstateTrent Stop voting Democrat

It happened again this morning, and it’s sadly becoming a joke at this point. I walked into Starbucks, and the shelf that just a couple of days ago was full of holiday merchandise for the new season was completely empty. Again. When I asked the barista, they confirmed it: someone walked in, calmly cleared the shelves, and walked out without a care. They of course aren’t allowed to stop them - that would be nonsensical. The barista told me that even if they call the police, it takes hours for them to arrive, and nothing happens anyway. This is just the new normal. The folks at Target told me the same thing when I watched a guy fill two entire bags and just calmly walk out with a smile on his face as he was surrounded by security that could do nothing to stop him. Some might say, "So what? Starbucks or Target are massive companies, and a few missing holiday items don’t matter." But it does matter. It makes order meaningless. It erodes the social fabric—the part of society that values integrity and accountability. What do kids think when they see this? What does it mean to the person who saves up to buy a special Starbucks mug as a gift for their uncle? It sends the message that stealing is fine, that rules don’t apply, and that no one cares. I don’t know what to do, but shrugging this off feels like a massive failure. Starbucks will restock the shelves, and they’ll just be cleared again. There are no consequences, so the thieves will keep coming back. And where does that leave us? A seemingly minor crime like this has far-reaching implications. It’s not just about stolen mugs—it’s about the creeping normalization of lawlessness. Years ago, New York City adopted a policy to address graffiti immediately. Graffiti may seem like a small crime, but tackling it sent a big message: small acts of disorder would not be tolerated. Crime rates dropped because the city prioritized order. Now, I find myself dreading the day I have to explain to my son why some people can just walk in and take what they want, or why we pay for the subway while others effortlessly jump the turnstile. These small acts of defiance aren’t harmless—they chip away at our society, slowly at first and then all at once. We need to bring back the lessons learned from the graffiti-removal days. This can’t go unchecked—it needs to stop, no matter if the resources it would take are great. The short-term expense is worth it. The costs of not doing something now is too high. It's not too late.

@AlanLevinovitz You are 100% wrong. Here’s me at 41 cutting out added sugar and lifting weights. Sugar is the absolute worst and it’s not about calories.

The reason sugary cereal is bad — "worse" than hamburgers — is because it is easy to eat lots of it, it is calorie dense, it doesn't sate you, and it is extremely cheap! Not the f*ing ingredient list!

There's been a LOT about why RFK Jr is a terrible pick, but I want to focus on something that is very concerning to me, but no one seems to be mentioning. He appeals to a widespread, common-sense idea that the problem with our food is that it has "lots of artificial ingredients". Get the artificial ingredients out — no chemical additives! no food dyes! no high fructose corn syrup! — and our health problems magically resolve. This is 100% incorrect, and fundamentally misunderstands the problems with our food system.

@swaaanson Here’s how he does it. 1. ADHD 2. Brain runs at abnormally high RPMs No you can’t do what he does unless you have those two biological traits Thanks for coming to my TED talk

Elon runs six multi billion-dollar companies simultaneously (SpaceX, Tesla, X, xAI, Neuralink, and Boring Company) Most founders can’t run one. Walter Isaacson (who spent a year shadowing Elon and wrote his biography) explains ‘How Elon does it’ on a podcast Thread 🧵

@graham025 @netcapgirl It’s 100 there now. Can’t remember the last time Miami was that high.

@netcapgirl Austin‘s average high over the course of the year is 70°. Not bad, all things considered

peter thiel: austin’s too hot for me joe rogan: really? what’s it like 80 today? someone off screen: it’s 96 joe rogan: wow. i spend so much time in a sauna maybe im immune to it peter thiel: maybe you’re an exception joe rogan: i shoot arrows outside for hours every day too

@jasonlk VCs don’t double, they half the value of portfolio companies

You're stting on a VC fund at 3.5x Pretty good, but not quite one for the ages Do you invest all your time helping the portfolio to get to 5x-6x or more? Or ... do you invest that time in a new fund, with another 20-30 shots on goal? You gotta pick one or the other ??

@goddek Ketchup

I’ll start: vegetable oils.

@GadSaad Suicidal Empathy - great term. If you want change it needs to have a marketing slogan that the masses can adopt.

I've said this before but it's worth repeating: World history is defined by the following simple rule. There are two groups on either side of a river. Each covets various resources from the other group. The only thing that stops a perpetual conflict between the two groups is the realization by each group that the other will respond in equal measure (or worse) if attacked. Now imagine that the West has decided to throw away this defining dynamic that shapes this fundamental historical reality. Defending what is ours is rooted in our genes; it is a central feature of our human nature. But the West has said that we are so progressive, so empathetic, so enligteneed that we are not bound by pediastrian biology. Hence, we will not defend our culture; we will not defend our heritage; we will not defend our religion; we will not defend our women; we will not defend our children; we will not defend our values. According to our Western leaders, only barbarians worry about such defensive concerns. We are open, tolerant, kind, compassionate, welcoming. No amount of evidence can convince us that other groups might do us harm. And hence, we brainwash our children who become our politicians; we rejoice in the rape of our societies because this proves that we are kind. It is a mixture of what I discussed in The Parasitic Mind and what I'll be presenting to the world in my next book Suicidal Empathy. I frankly am running out of optimism; I'm bereft of hope. I fight every day at great personal and professional cost. But how can you change anything when your society is hellbent on committing orgiastic suicide?

@realEstateTrent We came from nothing and understood we had to hustle. If you are born middle class everything is handed to you. Well the hungry ones are hustling because they are starting out with less than you and if you can’t out compete them that’s on you

@realEstateTrent The future is here but it isn’t evenly distributed. What I find is people are uncomfortable being uncomfortable and pushing themselves Those that do are succeeding. Hard to find someone grinding that don’t find it

Yesterday I took an uber to the yankee game with my son. I saw a group of 3 people in their early 20s looking for a cab, and offered them to join us since we were all going to the same place. As the ride started, an honest conversation began.

@realEstateTrent And I worked the 100 hour weeks. Now I’m retired. Was a fair trade to be retired by 38. It’s the generation that thinks hustle culture is bad. Successful people hustle, in business, sports, where ever.

This time next week we'll be arriving at @WGI for rounds 7 and 8 of #Porsche #CarreraCupNA. Baby Bull Racing has been on the charge in the past two rounds & the bulls are looking to repeat next week. ▶️ Read more at: porschecarreracup.us/the-baby-bulls… - #Porsche | #CarreraCupNA | #Raceborn