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"12 state pension funds independently decided they needed Bitcoin exposure. CalSTRS alone holds 260,000 shares of $MSTR. These are 20-year actuarial models with five layers of compliance."⁣ ⁣ - Halston ⁣ ⁣ Teachers are underpaid. Let's orange pill them all.

15,145 просмотров • 2 месяцев назад •via X (Twitter)

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Michael Saylor just went on CNBC and said that if Bitcoin drops 90%, he'll simply "refinance the debt" and "roll it forward." This guy is a desperate fraud who has NO CLUE what he's talking about. Let's actually look at what "rolling it forward" means in reality: Strategy holds 714,644 Bitcoin purchased at an average cost of $76,056 per coin. Total acquisition cost: $54.35 billion. Bitcoin is trading around $68,000. Already below their cost basis. The company carries over $8 billion in debt. 100% of its convertible notes are now out of the money. Now imagine Saylor's own scenario. Bitcoin drops 90%. That takes it to roughly $6,800. Strategy's 714,644 Bitcoin would be worth approximately $4.9 billion. Against $8 billion in debt. The assets don't cover the liabilities. Period. And he thinks banks are going to refinance that? On what collateral? On what cash flow? Because Strategy's operating cash flow was negative $138 million in 2025. Down from negative $53 million the year before. The trajectory is going the wrong direction. When asked: "You think banks would lend to you at that point?" Saylor just laughed it off. But here's who's not laughing: 11 state pension funds that bought MSTR as a "regulated proxy" for Bitcoin exposure. CalPERS. New York State. Florida. Wisconsin. New Jersey. Teachers. Firefighters. Police officers. Together they hold 1.8 million shares. Their original investment: $577 million. Current value: $240 million. That's $337 million in paper losses. Most funds are down 60%. CalPERS, the largest public pension fund in the country, bought 448,000 shares for $144 million. That position has been cut nearly in half. These aren't hedge fund cowboys who can stomach a drawdown. These are retirement systems with fiduciary obligations to millions of public workers. Meanwhile $MSTR has fallen from $543 to roughly $123. Down 77% from its all-time high. Saylor says he'll buy Bitcoin "every quarter forever" and will never sell. But that's not how debt works. You don't get to choose when your creditors come calling. You don't get to "roll forward" $8 billion in debt when your only asset has collapsed and your operating business generates negative cash flow. The people who say "we'll just refinance" are always the ones who can't. The question isn't whether Saylor believes in Bitcoin. The question is whether pension funds managing trillions in retirement savings should be exposed to a leveraged single-asset bet run by a man who laughs off a 90% drawdown scenario on national tv. Teachers. Firefighters. State employees. Their retirement savings are sitting inside a company that just posted a $12.4 billion loss and whose chairman's contingency plan is "we'll figure it out." That's STUPID. And the people who'll pay the price aren't on CNBC. They're counting on those pensions to be there when they retire.

George Noble

136,159 просмотров • 5 месяцев назад

ORANGE $PILL: WEEK 1 UPDATE + MAJOR PARTNERSHIP ANNOUNCEMENT 🍊💊 BURN 2 EARN - WEEK 1 OF 6 COMPLETE ~155 BTC worth of dead tokens burned so far. Breakdown: - BRC-20s: 2.99% - Runes: 2.66% - Alkanes: 0.06% - CBRC-20s: 94.29% The community support has been incredible. 5 more weeks to go. --- THE BIG NEWS We've been watching where our burn volume is coming from. The answer was clear: the OP_NET community has shown up harder than anyone. So we reached out to the OP_NET team. What happened next exceeded every expectation. --- ANNOUNCING: ORANGE PILL x OP_NET x MOTOSWAP PARTNERSHIP The OP_NET and Motoswap teams have officially agreed to support and endorse the Orange PILL initiative. Let's be crystal clear about what this is: Orange $PILL is an INDEPENDENT community project. We are NOT an official OP_NET protocol token. OP_NET will never have a protocol token - the only gas token OP_NET uses is and always will be $BTC. What we ARE: A community-driven unification token that is now officially aligned with and supported by the OP_NET ecosystem. --- WHY THIS PARTNERSHIP MAKES SENSE The OP_NET team recognized something important: they're building a new token standard on Bitcoin. The last thing this space needs is ANOTHER fragmenting force that requires people to spend more BTC buying/minting another new token. Orange $PILL already exists to unify failed token standards. Instead of competing, we're collaborating. $PILL gives the entire Bitcoin community an OP_20 token to use, trade, and farm - without spending additional BTC on a new standard. Everyone wins. --- THE PARTNERSHIP TERMS What Orange PILL receives: • $PILL becomes the FIRST OP_20 token • $PILL becomes the FIRST yield farm token on Motoswap • Featured placement in the Motoswap farming section at launch • Official support and endorsement from both teams What we're giving in return: • A portion of $PILL supply gifted to the OP_NET team for long-term incentive alignment • A portion of fees from Orange $PILL's liquidity mining program shared with OP_NET • Testnet users of OP_NET and Motoswap (who have been testing for ~1 year) will receive $PILL as their reward for contributing to the ecosystem --- MOTOSWAP ALIGNMENT You can't align with OP_NET without aligning with Motoswap. • Treasury swap between $PILL and $MOTO to ensure deep PILL/MOTO liquidity from day 1 • Additional $PILL airdrop to ALL $MOTO holders (burned AND non-burned) beyond B2E rewards • Additional $PILL airdrop to ALL Motocat holders The communities are now fully aligned. --- LONG TERM VISION Orange $PILL's ultimate goal: the first truly decentralized DAO on Bitcoin, powered by OP_NET smart contracts. Full tokenomics will be disclosed as we approach OP_NET mainnet and $PILL launch. --- FINAL NOTE - PLEASE READ We are beyond grateful to the OP_NET and Motoswap teams for this opportunity. Their support means everything to this community. But we need everyone to understand and respect this: $PILL is NOT an official OP_NET protocol token. There is no OP_NET protocol token and there never will be. $BTC is the only native gas token OP_NET uses. We are an independent community that is now proudly aligned with the OP_NET ecosystem. Please represent this accurately in your messaging. --- Thank you OP_NET. Thank you Motoswap. Let's build. Taking the Orange $PILL is choosing Bitcoin unification 🍊💊

Orange Pill 🍊💊

51,916 просмотров • 7 месяцев назад

"I think you'll see maybe this week, a bunch of us in Congress doing a press conference on a bipartisan basis to try to talk about more disclosure, more information, to take the president's words, and say, okay now, let's take that into action, let's get some of these documents out of the Pentagon, out of the Defense Department, let's get some of these documents out and let's get them released to the American people" "They've kept it from us, and when we asked questions, they tried to stop us, when we've tried to put language into bills about disclosure, there are people from government coming down to talk to the HIPSC committee and go down to the Armed Services and tried to stop that stuff" Rep. Moskowitz, Oversight Committee, interview excerpts, Brian Tyler Cohen. Source : Quotes: "I do believe that the american governement is lying to the american people about these UAPs" "I think AARO, which was set up, has information that they are not sharing with the american people" "I do think the president could declassify a lot of documents" "There is plenty of video evidence, there is plenty of documentary evidence, the real question is, are they ours, are they adversaries, are they private companies, is it technology that was found here and that was reverse engineered..." "They have witnessed this stuff first hand... These are decorated military people with stellar records" "There is evidence that the Russian, the Chinese and the Americans all have crash retrieval programs" "The way it's paid for... they are overcharging for certain programs and misappropriating those funds" #ufotwitter

Baptiste Friscourt

73,638 просмотров • 4 месяцев назад

$MSTR MicroStrategy: A Pyramid Scheme Lying To Investors? (Part 2) As of 9/30/2024, MSTR had 252,220 BTC on their balance sheet and 235,100,000 shares outstanding. ➡️This equates to .0010728 BTC /share. On November 20th, MSTR decided to raise $2.6B via convertibles, which is enough money to buy 25,490 new Bitcoin. For the convertible, the conversion price was set at $672.40 and the conversion ratio was set at 1.48. This means upon conversion, 3,866,720 new shares will be issued and outstanding. ➡️With full purchasing power, these investors should be entitled to 3,866,720/25,490=.0065922 BTC /share, as this was their contribution to the balance sheet. ➡️However, following the deal, the "New MicroStrategy" now has 277,710 Bitcoin on their balance sheet and 238,866,720 shares outstanding, which equates to just .0011621 BTC /share (a far cry from what they're entitled). ➡️These investors took a loss up front on their purchasing power (down to .0011621 BTC /share) because of "intelligent leverage," or the thought that more capital would come in after them and prop their own BTC /share up. After all, the holders of MSTR stock on 9/30/2024 saw an 8.32% increase in their BTC /share as a result of this financing round. Now, let's say MicroStrategy repeats this financing round. $2.6B in convertible debt that converts into 3,866,720 shares. ➡️Skipping the math, (for the same amount of financing) shareholders only saw a 7.44% increase in their BTC /share this time, which now sits at .0012486. ➡️This demonstrates that MSTR needs larger and larger financing rounds (endless funding) to prop up BTC /share, or their financing deals will keep making a smaller and smaller impact and investors will never reach the BTC /share that they're entitled to. 💥For exposure to MSTR's Bitcoin to be worth it, you need your BTC /share to rise from the current .0012486 to .0065922 (a 427.96% increase) or higher. Otherwise, you'd be better off buying your own Bitcoin because you'd own more if it in your pocket than you would in MSTR's balance sheet. Bull or bear market, there are better options for Bitcoin exposure right now. If any $MSTR bull wants to have a civil discussion about this, I'm open to it. I'm open to new thoughts or being proven wrong. But, I'm tired of the power trips and people degrading me as a human simply because I have an alternative thesis to theirs. My DMs are open.

Ben Briggs

64,212 просмотров • 1 год назад

🚨 URGENT: OUR NEW ROADS ARE UNDER SIEGE! 🚨 The recently commissioned Shurugwi-Mhandamabwe Road, a vital infrastructure project personally opened by His Excellency President Mnangagwa, is already showing alarming signs of distress. Built with a 20-year lifespan, this critical link is now undergoing premature repairs. Why? The primary culprit is clear: Overloaded Trucks. The very heavy-duty vehicles that benefit most from this smooth, paved connectivity are irresponsibly breaking it down. The weight limits are there for a reason—to protect our national assets. As highlighted by the Minister of Transport and Infrastructural Development, Hon. Felix Mhona, this is a profound issue of responsibility. The major beneficiaries of these multi-million dollar investments are, through overloading, becoming the agents of their rapid destruction. This isn't just about potholes. It’s not about poor workmanship. It's about: ✅ Squandered National Resources: Millions in public funds are being eroded faster than planned. ✅ Compromised Safety: Damaged roads pose serious risks to all motorists. ✅ Economic Setback: Premature repairs divert funds from other needed developments. We call upon all transport operators, mining companies, and regulators to PLAY YOUR PART! Compliance with load limits is not optional—it's a patriotic duty to protect our infrastructure. Let's safeguard our investments. Report overloading. Enforce the laws. Protect our roads. #ProtectOurInfrastructure #ShurugwiMhandamabweRoad #NoToOverloading #Vision2030 #SecondRepublic

Nick Mangwana

38,606 просмотров • 5 месяцев назад