🚨 SCOTT MELKER ON HOW EVERY STRATEGY PROBLEM GETS... SOLVED AT ONCE: "All of these problems disappear if the Bitcoin bull market commences. If Bitcoin's trading at $70, $75, $80, $85, $100,000, $STRC will likely float to par, Strategy stock will go up, all of their obligations will effectively go down, and we won't be talking about this." Every critic. Every concern. Every preferred stock discount. Every Peter Schiff warning. One variable fixes all of it. Bitcoin going up. That is the entire bull case for Strategy in one sentence.show more

WOLF Bitcoin
12,614 просмотров • 13 дней назад
Michael Saylor and Strategy are driving all of the... Bitcoin out of circulation. Since August 11, 2020, Strategy has acquired 714,644 Bitcoin. That is 355.9 Bitcoin per day. And they are not slowing down. In fact, they are speeding up. The blue line is the share of Strategy's share of the remaining mineable supply, and this is only assuming their historical accumulation pace. At this pace, in 2045 they will have over 3.2 million Bitcoin and over 15.2% of the terminal Bitcoin supply. And don't forget: With more capital, their creditworthiness improves. With better creditworthiness, the better the borrowing ability. The better borrowing terms/ability, the faster the accumulation. Strategy is structurally unassailable, and if you don't secure your portion of the network... ...you will only be able to rent exposure. Tick tock.show more

Adam Livingston
65,839 просмотров • 5 месяцев назад
This is when we did the cleanup at Eni... Njoku hostel. If the management of UNN wants to act honestly they will accept that they are not living up to their responsibilities and fix up. All these bullying tactics will not work. No one will stop talking about it.show more

-valar morghulis-
15,784 просмотров • 3 месяцев назад
Saylor’s Bitcoin Machine Meets the Cash Reality The real... story is not that Strategy may sell up to $1.25B of Bitcoin. The bigger story is that it has moved from a simple accumulation narrative into a complex capital markets machine. The old pitch was buy Bitcoin, never sell, increase Bitcoin per share. The new structure has preferred stock, convertible debt, reserves, buybacks, dividend obligations, and now a BTC monetization plan. That shift matters because Bitcoin does not produce cash flow. Preferred dividends and interest expense do. Strategy says it has about $2.55B in USD reserves and roughly $1.76B in annual preferred dividend and interest obligations. That sounds like about 17 months of coverage, but that number is static. It assumes no future dividend increases, no stress, no buybacks, no taxes, no transaction costs, and no deterioration in capital market access. If they keep raising the STRC dividend to defend the price near par, the cash burn rises and the runway gets shorter. The Digital Credit Problem STRC is marketed as digital credit, but economically it behaves like a high yield perpetual preferred stock tied to confidence in a Bitcoin balance sheet. It is not normal debt because there is no traditional maturity. It is not common equity because it sits ahead of common shareholders and carries a large cash distribution expectation. The design is clever but circular. STRC’s dividend can be adjusted to keep the security near $99 to $100. The dividend was raised to 12%, which may support the price, but it also raises cash burn. If STRC trades below par, Strategy may raise the dividend again. If the dividend rises, the reserve coverage shrinks. If cash gets tight, Strategy needs new issuance, reserves, or Bitcoin sales. The compounding issue makes the structure even more fragile. If dividends are paid on time, they do not compound against the company. But if payments are deferred or missed, unpaid dividends can accumulate and compound monthly until paid. That means a liquidity problem does not just sit there. It can grow on itself. Where The Fragility Lives Strategy owns a volatile, non cash flowing asset and has layered cash obligations on top of it. That works when Bitcoin rises, MSTR trades at a premium, and investors are hungry for yield. It gets harder when Bitcoin falls, spreads widen, or investors demand higher returns. Selling Bitcoin now changes the narrative. Bitcoin is no longer just the sacred reserve asset. It is now a liquidity backstop for dividends, reserves, interest, and buybacks. The $1.25B monetization program adds runway, but it also proves the point. Cash promises need cash sources. That creates the feedback loop. If Bitcoin falls, asset coverage weakens. If STRC trades lower, required yields rise. If yields rise, Strategy may need to raise the dividend. If the dividend rises, cash burn accelerates. If issuance slows, reserves get used. If reserves fall, Bitcoin sales become more likely. If those sales look defensive, confidence weakens further. My Take Common shareholders own the upside, but they sit below debt and preferred claims. Preferred holders get high yield, but they rely on Strategy’s ability to maintain reserves, issue securities, monetize Bitcoin, and keep market confidence intact. This is no longer just a Bitcoin bet. It is a Bitcoin liquidity bet, a capital markets access bet, and a confidence bet. Strategy can survive if Bitcoin rises, MSTR keeps a premium, and yield investors keep funding the machine. If two fail at once, the model becomes fragile. The key red flags are STRC below par, dividend hikes that fail to restore the price, reserve coverage under 12 months, unpaid dividends compounding, visible Bitcoin sales, MSTR near or below NAV, and preferred yields widening. The structure can work, but not forever on narrative alone. Eventually, cash obligations meet cash sources. That is where the risk lives.show more

EndGame Macro
33,374 просмотров • 1 месяц назад
There’s a livestream of the billboard and you can... see the message up there every hour today on the 45 minute mark (the next one will be up at 10:45am BRT) or if you are in NYC you can go in person 🧡show more

Portal Katy Perry
11,832 просмотров • 1 год назад
🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy... buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.show more

Adam Livingston
54,294 просмотров • 2 месяцев назад
One of the most profitable bots i've ever seen... on Polymarket crazy 9922 predictions with unreal 80% accuracy and $430k pnl in one month. making $8k-30k every day using the simplest and most obvious strategy ever. account: on 99% of Up/Down markets, it holds Up and Down positions at the same time. it buys both outcomes when combined price is under $1. example: 35¢ for Up, 62¢ for Down = 97¢ total. Risk-free profit in any case. doesn't wait until the market resolution, average holding time is just a few minutes. don't try this yourself, humans can't catch these mispricings. It all happens in milliseconds. I'm starting to seriously think about creating a similar bot, lol.show more

Alekzz
142,664 просмотров • 7 месяцев назад
🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY🔥 Strategy... bought OVER 56,000 Bitcoin in April. That number is so absurd people are psychologically incapable of processing it. Post-halving miners produce roughly 13,500 BTC per month. Strategy just bought about 4.1x an entire month of new miner supply in one month. Now run the simple monster math: Today: Strategy BTC stack: 818,334 BTC Bitcoin price: $76,196 Bitcoin NAV: $62.35B Assume Strategy keeps buying 56,000 BTC per month for 5 years. That is: ASSUMING STRC GROWTH TOTALLY STOPS (LOL) ~672,000 BTC per year ~3,360,000 BTC over 5 years Their stack goes from: 818,334 BTC to 4,178,334 BTC Now assume Bitcoin compounds at 25% CAGR. Bitcoin goes from: $76,196 to roughly: $232,532 So the Bitcoin NAV becomes: 4,178,334 BTC × $232,532 = roughly $971.5 BILLION Almost $1 TRILLION in Bitcoin NAV. And the funniest part? This model assumes no mNAV expansion. No premium insanity. No additional acceleration. No credit flywheel getting stronger. No market panic as everyone realizes Strategy is vacuuming Bitcoin off the planet like a publicly traded monetary black hole. Just: 56,000 BTC per month. 25% Bitcoin CAGR. 5 years. That’s it. Don't think they can accumulate that much Bitcoin at that low of a CAGR? Think the Bitcoin CAGR has to go higher? Cool. That only helps Strategy buy more Bitcoin. The bear case is basically: “Sure, they are absorbing multiples of new supply, building the largest corporate Bitcoin balance sheet in history, converting fiat capital markets into Bitcoin ownership, and compounding NAV at escape velocity, but have you considered that I am emotionally upset?” MSTR is becoming the most aggressive Bitcoin accumulation machine ever built. The fiat world is still modeling it like a tech stock with a weird treasury policy. GOOD LUCK.show more

Adam Livingston
61,562 просмотров • 3 месяцев назад
BITCOIN VS THE S&P 500 IS THE MOST OVERSOLD... IT HAS EVER BEEN. 🤯 More oversold than 2014. More oversold than 2018. More oversold than 2022. Every one of those marked a major bottom. And every bottom led to a massive reversal. This time is more extreme than all of them. If history repeats, what comes next could be one of the biggest reversals ever. This is the setup nobody is talking about.show more

Mister Crypto
22,832 просмотров • 2 месяцев назад
Something special happened last night. Hundreds showed up from... all across California. Why is that significant? This was on the campus of San Diego state university! The places known to be “impossible” for the people of God are no more! We are taking the sound of worship, and the proclamation of the gospel to our generation. Until every student, every school and every university is reached! Which school should we go to next? PS: we’re going to USC on April 2nd at 6pm at Founders Park! The time is now 🔥show more

Ross Johnston
78,885 просмотров • 4 месяцев назад
🚨 THIS COULD BE THE WORST MONDAY OF THE... YEAR Every year has a "Black Monday" when the stock market is covered in red. Markets will be hit from ALL sides. → The US Iran peace deal is falling apart → Markets are now pricing in Fed rate hikes for 2026 → Investors are rotating out of high risk growth names as risk sentiment deteriorates If you hold any assets today, you MUST read this. When markets open next week, this won't be "just another dip." Stocks will dump. Bonds will dump. Gold and Silver will dump. Bitcoin will collapse. Keep in mind: I called BTC at $16K and the top at $126K When I exit, you'll see it here first. Turn notifications on.show more

winkle.
108,026 просмотров • 1 месяц назад
Every single one of these horses were rescued from... certain death at the slaughter house. If Woodfield goes under (which is looking likely)who will be around to rescue and care for animals like this? Please help by donating and sharing 💜show more

Woodfield Animal Sanctuary
44,282 просмотров • 2 лет назад
Saylor: "In 2045, one BTC will be worth $13... million." That means in 19 years, Bitcoin needs to hit $273T MCAP. For perspective, that’s equal to: All global equities → ~$110T Every vehicle on Earth → ~$10T All the gold ever mined → ~$13T All the silver in the world → ~$1.5T Entire U.S. banking system assets → ~$24T All global residential + commercial real estate → ~$105T Every piece of art, watches, and collectibles → ~$15T Now I see why people call us delusional 💀show more

shah
662,944 просмотров • 6 месяцев назад
my bot doesn't predict bitcoin it just waits for... polymarket to catch up to binance spot price moves, polymarket takes 2-3 seconds to reprice agent buys the lag, waits 5 minutes, collects 288 windows per day. every single day trading bots pulled $60M on polymarket last year 77% from exactly this one inefficiency most traders ask "will btc go up?" - wrong question "how long until polymarket catches up?" - that's the one that pays $130 to $14,400 in 47 days not from predicting btc correctly. from timing a 2-second delay Bookmark to copy strategy to your Bot later gap resets every 5 minutes doesn't care about your macro thesisshow more

Livsun
20,761 просмотров • 2 месяцев назад
My mom got mad at me for staying up... past my bed time for this interview. Now I'm grounded. Thanks Uncle Ben. We sat down with Benjamin Cowen talking about how much lower Bitcoin will go, and what to look out for in identifying the start of a new bull market. But before posting the interview tomorrow, I wanted to share a quick blooper 🤣show more

Crypto Kid
181,338 просмотров • 2 месяцев назад
At a Remigation rally in Nuneaton, Warwickshire, UK, after... a man named Ahmad Mulakhil raped a 12-yo girl at a playground, Steve Laws 🏴 said, "This is our country, we never welcomed them in, we never asked for this situation, it was all done against our will, it was all forced upon our people, and this is why we want them gone, every single one." I think it's wrong to call angry White men the problem, since they have every right to be angry after over 80 years of public humiliation. Angry White men will take back charge of their countries soon.show more

Johannes M. Koenraadt
21,933 просмотров • 4 месяцев назад
EVERY MAJLIS IN DUBAI IS WHISPERING THE SAME THING... 🇦🇪🔥 SOMETHING BIG IS COMING FOR BITCOIN. WORD IS THE UAE GOVERNMENT IS PREPARING A “LIQUIDITY SHOCK PLAN.” STARTING NEXT WEEK, A FEDERAL INITIATIVE WILL ALLOW: ✅ OIL CONTRACTS TO BE SETTLED IN BTC ✅ SOVEREIGN FUNDS TO HOLD BTC AS A STRATEGIC ASSET ✅ TAX-FREE PROPERTY DEALS THROUGH BTC PAYMENTS AND HERE’S THE CRAZY PART 👀 SEVERAL EMIRATI BANKS ARE ALLEGEDLY PARTNERING WITH MAJOR EXCHANGES TO BUY UP EVERY DIP AUTOMATICALLY. THEY CALL IT “OPERATION SANDWHALE.” THE GOAL? PUSH BITCOIN ABOVE $500K AND TURN DUBAI INTO THE CAPITAL OF DIGITAL GOLD. BILLIONS FROM ENERGY EXPORTS, AI REVENUE, AND SOVEREIGN FUNDS ARE READY TO FLOW IN. THIS IS NOT A MEME. THIS IS A STRATEGY. WHEN OIL MONEY MEETS BITCOIN THE CHART WON’T GO UP… IT WILL ERUPT. 🌋 EVERY MAJLIS IS TALKING. EVERY WHALE IS LISTENING. FULLY SUPPORTED FROM TRUMP AND FAMILY. THEY SAY ITS ORCHESTRATED BY TRUMP HIMSELF 🇦🇪 THE DESERT IS ABOUT TO TURN GREEN.💰show more

D0NK
112,802 просмотров • 8 месяцев назад
if you use claude code, this will save you... real money. the problem: every time you make an edit, your ai rereads the whole codebase to figure out what changed. tens of thousands of tokens, every turn, for context it already had. this repo fixes it. it’s called code review graph, and it just maps your entire codebase: every file, every function, every connection laid out so you can see the actual shape of your project how to set up (2 min): 1. pip install code-review-graph 2. code-review-graph install - auto-configures Claude Code, Cursor, Codex, Gemini CLI + more 3. code-review-graph build change one function, and it traces exactly what that touches... every caller, every dependent file, every test. your ai only reads what's affected, not the whole repo. and the savings are wild. a task that used to burn ~100,000 tokens (about a dollar) now runs closer to a penny.show more

Alvaro Cintas
55,795 просмотров • 4 дней назад
This is how I’ll know the exact Bitcoin bottom... is in. The 2022 pattern points to October–December. And there is only one way to confirm it: Sentiment. Wait for the crowd to scream that Bitcoin is finished. Wait for the loudest bulls to finally break. And this cycle already has one perfect signal: Michael Saylor. The crowd was trained to believe he would never sell. Strategy would always buy. Institutions would always save Bitcoin. That belief is the trap. Retail always does the same thing: They follow the loudest bull at the worst possible time. When that bull breaks, retail breaks with him. That is when sentiment hits the floor. That is when we buy. I’ll make sure you know when it happens. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.show more

Alex Mason 👁△
89,148 просмотров • 2 месяцев назад
Phase 1 of Circle (2020-2024) has been all about... completing the all-in-one stack with community, courses, events, live streaming, payments, chat, etc. We're not done yet, but close. Phase 2 of Circle (2025-?) will be all about enabling mind-blowing experiences that don't get to exist today because a truly powerful and flexible all-in-one platform like ours doesn't really exist today. In other words, it's going to be about building connective tissue between every part of the stack to enable novel experiences. The paid events feature we launched today gives you a surface teaser of what phase 2 will feel like as we go deeper and connect every part of Circle, but it's just a teaser. The future is truly exciting for creators and community builders.show more

Sid Yadav
12,435 просмотров • 2 лет назад