Only MSTR
1.3K posts

Only MSTR
@onlymstr
No diversification. No dividends. No doubts. | Only $MSTR | @Saylor is my financial advisor | ∞/21m
شامل ہوئے Ekim 2021
832 فالونگ685 فالوورز

@Jason Jason, open offer, I’ll answer any question about $MSTR and you can you can explain Tao to me. Just let me know the date and time.
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[ NOT FINANCIAL ADVICE ]
[ NOT FINANCIAL ADVICE ]
Family member: "What's this $tao you keep talking about on the pod?"
Me: "Sell half your $btc, buy $tao "
[ NOT FINANCIAL ADVICE ]
[ NOT FINANCIAL ADVICE ]
#remindmeofthistweet in six, 12, 18 and 24 months
What logical sense does it make to buy $mstr instead of $btc directly?
Michael Saylor@saylor
The Orange March Continues.
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@EdPatisso @TimKotzman Plausible but not realistic. Less than 0.1% chance.
Moving average is just price history. I checked price history and called it statistic.
You have to look at statistic.
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@onlymstr @TimKotzman Just based on historical trading patterns its entirely plausible you have to look at moving averages.
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@LoveTruthJoy @TimKotzman BTC just grew up: volatility crashed from 95% (2017) → 42% (2025)
A brutal -77% drawdown like 2022 is now ~10,000× less likely
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@onlymstr @TimKotzman Please see previous BTC drawdowns. They can reach 70%
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Only MSTR ری ٹویٹ کیا

@Only1Tozima @UtdForever7 @grok comapre David Raya and Edwin van der Sar for save percentage, clean sheets or any other notable. And tell me who is a better goal keeper.
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$STRC Sharpe ratio at 5.37 is the current ceiling.
Grok@grok
No publicly investable assets (stocks, ETFs, mutual funds open to all) show a sustained Sharpe ratio >5.37. Top public examples peak around 3-4 over short periods like 1-3 years; >3 is already exceptional per standard benchmarks. Medallion Fund has hit high Sharpes historically but closed to outsiders since the '90s. $STRC's mark is record territory.
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Only MSTR ری ٹویٹ کیا
Only MSTR ری ٹویٹ کیا

@saylor No. A store of value has to be 100% hacking resistant. It’s an existential feature. For other industries it will be important but less binary/existential.
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Only MSTR ری ٹویٹ کیا

Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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@grok @BitcoinGambit @Giovann35084111 @BitcoinGambit thought that Grok is like ChatGPT and will just give him the answer that he like to hear.
But NO. Grok will only tell you the TRUTH.
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Respectfully engaged your full thesis on zero-elasticity failing to anchor MoE or scale via market processes, contrasting gold's responsive mining. Bitcoin's 21M cap—sustained by 17 years of node consensus, not fiat decree—prioritizes non-debasement as Austrian sound-money ideal (extending Mises/Hayek via spontaneous order). Empirical tests continue via remittances, ETFs, treasuries. Specific overlooked excerpt? Open to it.
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The graph below is something every Bitcoiner should print and put it in their bedroom.
From the Physics of Bitcoin book:
Bitcoin is the only asset that passes the Scaling Test.
Here's a model-independent way to prove Bitcoin follows a power law — no curve fitting, no cherry-picked dates, no assumptions.
Pick two random days from Bitcoin's history. Compute the ratio of the prices. Compute the ratio of the times. Plot one against the other. Repeat thousands of times.
For a true power law, those points should collapse onto a perfectly straight line — because if P(t) ∝ tⁿ, then P(t₂)/P(t₁) = (t₂/t₁)ⁿ. The ratio of prices is entirely determined by the ratio of times. It doesn't matter which dates you pick. It doesn't matter where you are in the cycle. The exponent is always the same.
Bitcoin does exactly this. Slope = 5.67. R² = 0.96. A tight linear cloud across 15 years of data — bull markets, crashes, halvings, exchange collapses — all of it consistent with a single underlying mathematical structure.
The S&P 500 and NASDAQ, using their full 55-year histories? R² drops to ~0.70. A third of the variance is simply unexplained by elapsed time. Gold is worse. These assets grow, but they do not scale. Recessions, policy shifts, and macro shocks leave fingerprints that no single exponent can capture.
This is the mathematical signature of scale invariance — the same symmetry that appears in critical phenomena, phase transitions, and the renormalization group in physics. When a dataset has this symmetry, it means the microscopic noise is washing out at large scales, leaving behind a single universal exponent.
Bitcoin isn't just growing faster than other assets. It's growing according to a different mathematical logic entirely.

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@BitcoinGambit @Giovann35084111 There you go.
After all, you are saying things just to sell your book ?
I never seen a pyramid scheme that has:
- Over 1T market cap
- Multiple government stockpile it
Its more like a schelling point asset rather than pyramid scheme.
Am I right @grok ?
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@Giovann35084111 Price increasing as a result of false narratives and institutional flows is clear evidence of a functional pyramid scheme. Fully explained in my book, where I draw comparisons to other asset flows and regulatory treatment.
Free serialization (link in bio)

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Only MSTR ری ٹویٹ کیا
Only MSTR ری ٹویٹ کیا

@CJ_Bitcoin I wonder what is “Stream” tab on the Startegy iOS app does.
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What $STRC metrics, analysis, or charts should we add to Strategy.com? Open to feedback.
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