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37Philosopher
467 posts
@saylor Over just one day. Over 20k over 2 days. Let's see where the full week gets us to
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$1.56 billion of liquidity. One-cent market. Closed at par. $STRC
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@rektmando 10-11% preferred dividends on a company with no real cash flow is the part most BTC bulls hand-wave. conviction is fine but the capital structure isn't forgiving if BTC has another 18-month flat period
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Saylor has lost it with this logic.
He has now issued $10b+ of preferred stock at 10-11.5% and has capacity to issue $25b more.
That means a dividend bill of $1-4b EVERY YEAR on a software business that makes no cash.
He has pre-funded some of this bill for the next year by issuing common stock - but with the amount of preferred shares printed each week this is going to run out.
The only option for this capital structure long term is either issuing $1-4b of common stock every year, turning off the dividend or selling BTC.
This is now a timebomb.
Michael Saylor@saylor
Our BTC Breakeven ARR is ~2.05%. If Bitcoin grows faster than that over time, we can cover our dividends indefinitely without issuing new $MSTR shares. Track it in real time on our site. $STRC
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@dshephard @LukeGromen Hubris always ends up having the last word.
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@LukeGromen Supreme incentive for Trump to make a deal quickly, and more reason for Iran to dig in hard on terms.
Ironic that a man who built his brand on the myth of being a world-class deal-maker is about to make a deal that will dispel that myth in epic fashion.
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We said if Hormuz stayed close until mid-April, global supply chains were mathematically certain to begin collapsing, including in the US.
Right on cue, on April 10👇
Things will rapidly get much worse from here if Hormuz stays closed
“What’s the trade?” = Stockpile essentials
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@scottmelker All of it was a Epstein distraction served wrapped in a scam with an extra side of conflict of interest
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Tankers can pay the toll for passing through the Straits of Hormuz in… checks notes…. Trump’s stablecoin?
OSINTdefender@sentdefender
Iran is demanding that oil tankers passing through the Strait of Hormuz make toll payments in the form of cryptocurrency, including Bitcoin and stablecoins such as Tether’s USDT or the Trump family’s USD1. Vessels have been told to email Iranian authorities prior to passage through the area with details regarding their cargo, which authorities will then respond with a quote for passage through the toll to be paid in digital currency, reportedly set at $1 per barrel of oil, according to the Financial Times.
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@wiseadvicesumit The PetroDollar is dead, long live the PetroBitcoim?
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🇮🇷 Iran is charging $2M per ship to cross the Strait of Hormuz and they want it in Bitcoin. 😳
At $72,000 per $BTC, each ship = 27.7 BTC.
Pre-crisis, 130 ships crossed daily.
• Daily: 3,611 BTC
• Monthly: 108,333 BTC
• Yearly: 1.3 million BTC
The entire Bitcoin network only mines 450 BTC per day.
Iran would accumulate 8x the monthly mining supply. Every month.
A sanctioned nation building a Bitcoin treasury through a toll booth.
This is the most important geopolitical Bitcoin story nobody is talking about. 🔥
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@MichaelFSineni Your post will age like milk.
Stockholm syndrome anyone?
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The "experts" are shaking.
They see the "chaos," the 3:00 AM pivots, and the scorched-earth rhetoric and they call it "erratic."
They think he’s losing his grip.
Fools.
They’re busy pearl-clutching while he’s running the most clinical execution of the Madman Theory in history.
Predictability is a death sentence.
When your enemies think you’re crazy enough to burn the house down just to keep them out, they don't fight—they flee.
The "unhinged" persona isn’t a bug; it’s the feature. It’s the fog of war personified.
While the midwits wait for him to "act professional," he’s busy acting like a predator.
He isn't stumbling into the mess—he is the mess, and he’s using it to bury every opponent who's too "sophisticated" to see the play.
Stop whining about the temperament and start watching the scoreboard.
If you think he’s out of control, you’re the one being controlled.
Give em hell..
@realDonaldTrump @SecWar @clif_high @ENERGY @LawrenceLepard @natbrunell @GenFlynn
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Jim Cramer just called Bitcoin "toxic" and said it's "lost its luster."
He also said it's not a real store of value.
This is the same man who told you to buy Bear Stearns.
Check the chart yourself.
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@benjamincowen The longer I stay on X, the more I appreciate my dog
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The Artemis II mission has brought out some of the lowest IQ takes I have ever seen on this platform, and believe me I have seen some crazy stuff
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@jameslavish It can't go to zero. I have a limit buy order for 21M at $0.01
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Translated: “I could have bought Bitcoin ‘long ago’, but I didn’t. And now I am going to fabricate a reason Bitcoin is bad and must fail, so I can feel better about not buying any.”
Altcoin Daily@AltcoinDaily
JUST IN: Professor Steve Keen who predicted the 2008 financial crash now is warning people "Bitcoin is going to zero."
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@Scaramucci He needs a major crisis to stay a 3rd term and more... it's all part of his plan.
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Let me read you the MAGA checklist. 👇🏼
We were going to release the Epstein files.
Until Trump showed up in the Epstein files. So we bombed people to distract from them.
We bombed a school in Iran with young kids in it.
We built Alligator Alcatraz — a sewage-backed penitentiary for immigrants in Florida — and laughed about it on camera.
We kidnapped children and didn't know where we were sending them.
We manipulated the markets. Repeatedly.
We accepted a $400 million jet as a bribe and kept it after leaving office.
We excoriated allies who stood with us for over a century.
Threatened to attack a NATO country. Treated Canada like an enemy.
We came after the First, Fourth, Fifth, and Fourteenth Amendment rights of American citizens.
Every price in America went up because of the tariffs.
Then came the tax bill - if you make a million dollars or more — $7,000 benefit.
If you make $50,000 or less — we're taking $500 away from you.
But here's what's finally moving the needle: Gas prices.
It turns out the red line for MAGA is $8 a gallon going into the 250th birthday of America.
Nobody wants to grill hot dogs and explain to their kids why it costs $120 to fill the tank.
The approval ratings are going into the gutter.
And he doesn't care.
That's the part that should terrify everyone.
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Assuming the goal posts don’t move again, the US has promised to obliterate Iran’s infrastructure in 48 hours.
This hurts 90m citizens way more than it does the government.
Iran has rejected every deal and promised to retaliate across the region.
Who wins in this scenario?
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@kinetic_finance You can't compare recent smoker activity vs life expectancy of an older generation that didn't smoke. Let's find out in 30-40 years how those who currently smoke will fare.
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today i learned china has 3x more male smokers per capita than the usa… and yet their men still live longer on average
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@Bullslayer1959 @xentricfredric @FoxNews @pdoocy Two U.S. military helicopters were hit by Iranian fire on Friday while engaging in a search-and-rescue mission for the crew of a downed fighter jet.
thehill.com/policy/defense…
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@37Philosopher @xentricfredric @FoxNews @pdoocy Huey’s ? Pure bullshit! Are you watching Vietnam war clips?
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@xentricfredric @FoxNews @pdoocy He said we controlled the Iranian air space. And then we lost 1 F15E and 1 A10 on the same day and almost lost 2 Hueys... 🤡
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