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🔥I BOUGHT MORE MSTR BECAUSE THE MATH IS INSANE!🔥 In this video, I expose why Strategy (MSTR) is the most undervalued Bitcoin superweapon in the market. And why Wall Street still thinks it’s a Bitcoin ETF with a gambling problem. While your financial advisor is feeding your retirement into...

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Adam Livingston

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31,581 Aufrufe • vor 7 Monaten •via X (Twitter)

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🔥STRK: THE BEST VALUE IN BITCOIN - GET PAID TO WAIT TO GET RICH?!?🔥 Everyone is staring at STRC for the yield and STRF for the seniority, while STRK is sitting in the corner like a chemically enhanced preferred stock with a concealed MSTR call option taped under its trench coat. In this video, I break down why STRK might be one of the most slept-on securities in the Strategy capital stack, how its yield compares to STRC and STRF, and why the conversion option could become absurdly valuable if Strategy keeps compounding Bitcoin exposure per share. STRC is income. STRF is senior income. STRK might be income with a Saylor-powered moon launcher attached. Not financial advice. I am just a man watching the fiat retirement complex get folded into a Bitcoin meat grinder:
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🔥STRK: THE BEST VALUE IN BITCOIN - GET PAID TO WAIT TO GET RICH?!?🔥 Everyone is staring at STRC for the yield and STRF for the seniority, while STRK is sitting in the corner like a chemically enhanced preferred stock with a concealed MSTR call option taped under its trench coat. In this video, I break down why STRK might be one of the most slept-on securities in the Strategy capital stack, how its yield compares to STRC and STRF, and why the conversion option could become absurdly valuable if Strategy keeps compounding Bitcoin exposure per share. STRC is income. STRF is senior income. STRK might be income with a Saylor-powered moon launcher attached. Not financial advice. I am just a man watching the fiat retirement complex get folded into a Bitcoin meat grinder:

Adam Livingston

23,811 Aufrufe • vor 2 Monaten

🚀WHAT PRICE WILL MSTR BE AT $1 MILLION BITCOIN?🚀 I handicapped the absolute hell out of this model. Bitcoin rises from $65,993 to $1,000,000 over 8 full years. The entire STR preferred stack remains at a 12% dividend rate for all 96 months. The rate never declines. MSTR common stock is issued to fund every dollar of dividends, so shareholders absorb the dilution. No additional debt is added. No MSTR is sold at a premium to acquire Bitcoin... EVER. mNAV is only permitted to rise modestly as STRC scales. Strategy has already raised approximately $16.4 billion in 2026 through July 19, a roughly $29.9 billion annualized pace. Yet these scenarios allow only $0 to $6 billion of annual STRC issuance: $0/month - no STRC ever issued | 1.023× mNAV | $2,100 MSTR | 21.08× return | 1.39× Bitcoin’s multiple (+39%) $100M/month | $1.2B/year, 4% of current pace | 1.10× mNAV | $2,292 MSTR | 23.01× | 1.52× Bitcoin (+52%) $200M/month | $2.4B/year, 8% of pace | 1.20× mNAV | $2,540 MSTR | 25.50× | 1.68× Bitcoin (+68%) $300M/month | $3.6B/year, 12% of pace | 1.30× mNAV | $2,796 MSTR | 28.07× | 1.85× Bitcoin (+85%) $400M/month | $4.8B/year, 16% of pace | 1.40× mNAV | $3,060 MSTR | 30.73× | 2.03× Bitcoin (+103%) $500M/month | $6B/year, 20% of pace | 1.50× mNAV | $3,333 MSTR | 33.47× | 2.21× Bitcoin (+121%) Bitcoin itself returns 15.15×. The most important result is the first one. With zero new STRC issuance and absolutely zero mNAV expansion, MSTR still reaches approximately $2,100 and outperforms Bitcoin. Stock Multiple = BTC Multiple × CEBE Sats/Share Multiple × CEBE mNAV Multiple 15.15× BTC appreciation × 1.39× CEBE sats/share accretion × 1.00× mNAV change = 21.08× MSTR. The amplification is already embedded in the balance sheet. The market does not need to award MSTR a higher valuation multiple for it to work. Even in the $500M monthly STRC scenario, Strategy finishes with only 987,098 Bitcoin. Yes, the $3,333 model example includes a scenario where they fail to reach 1 million BTC in the next 8 years. If Bitcoin goes up... the machine works:
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🚀WHAT PRICE WILL MSTR BE AT $1 MILLION BITCOIN?🚀 I handicapped the absolute hell out of this model. Bitcoin rises from $65,993 to $1,000,000 over 8 full years. The entire STR preferred stack remains at a 12% dividend rate for all 96 months. The rate never declines. MSTR common stock is issued to fund every dollar of dividends, so shareholders absorb the dilution. No additional debt is added. No MSTR is sold at a premium to acquire Bitcoin... EVER. mNAV is only permitted to rise modestly as STRC scales. Strategy has already raised approximately $16.4 billion in 2026 through July 19, a roughly $29.9 billion annualized pace. Yet these scenarios allow only $0 to $6 billion of annual STRC issuance: $0/month - no STRC ever issued | 1.023× mNAV | $2,100 MSTR | 21.08× return | 1.39× Bitcoin’s multiple (+39%) $100M/month | $1.2B/year, 4% of current pace | 1.10× mNAV | $2,292 MSTR | 23.01× | 1.52× Bitcoin (+52%) $200M/month | $2.4B/year, 8% of pace | 1.20× mNAV | $2,540 MSTR | 25.50× | 1.68× Bitcoin (+68%) $300M/month | $3.6B/year, 12% of pace | 1.30× mNAV | $2,796 MSTR | 28.07× | 1.85× Bitcoin (+85%) $400M/month | $4.8B/year, 16% of pace | 1.40× mNAV | $3,060 MSTR | 30.73× | 2.03× Bitcoin (+103%) $500M/month | $6B/year, 20% of pace | 1.50× mNAV | $3,333 MSTR | 33.47× | 2.21× Bitcoin (+121%) Bitcoin itself returns 15.15×. The most important result is the first one. With zero new STRC issuance and absolutely zero mNAV expansion, MSTR still reaches approximately $2,100 and outperforms Bitcoin. Stock Multiple = BTC Multiple × CEBE Sats/Share Multiple × CEBE mNAV Multiple 15.15× BTC appreciation × 1.39× CEBE sats/share accretion × 1.00× mNAV change = 21.08× MSTR. The amplification is already embedded in the balance sheet. The market does not need to award MSTR a higher valuation multiple for it to work. Even in the $500M monthly STRC scenario, Strategy finishes with only 987,098 Bitcoin. Yes, the $3,333 model example includes a scenario where they fail to reach 1 million BTC in the next 8 years. If Bitcoin goes up... the machine works:

Adam Livingston

46,153 Aufrufe • vor 26 Tagen

The Ultimate Beginner's Guide to STRC + MSTR Is Strategy running a ponzi scheme? No. This is video, I take an objective, no-nonsense approach to explaining STRC, MSTR, and the risks behind both. I go into detail of Strategy's strategy so your grandma can understand this perfectly. Whether you want to get paid 11.5% annual dividends, paid monthly with STRC... ...or you want amplified Bitcoin exposure via MSTR. This is the ultimate beginner's guide to understanding Strategy:
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The Ultimate Beginner's Guide to STRC + MSTR Is Strategy running a ponzi scheme? No. This is video, I take an objective, no-nonsense approach to explaining STRC, MSTR, and the risks behind both. I go into detail of Strategy's strategy so your grandma can understand this perfectly. Whether you want to get paid 11.5% annual dividends, paid monthly with STRC... ...or you want amplified Bitcoin exposure via MSTR. This is the ultimate beginner's guide to understanding Strategy:

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211,891 Aufrufe • vor 4 Monaten

🔥MSTR WILL BE WORTH TRILLIONS - SHAREHOLDERS ARE THE NEW WEALTHY ELITE🔥 In this video, I break down why Strategy, ticker MSTR, will become one the most important public company on Earth. Most people look at MSTR and scream about mNAV, dilution, debt, preferreds, and premiums like they just discovered a calculator in a gas station bathroom. But the real question is simple: How much Bitcoin economically belongs to common shareholders after senior claims? When you factor in STRC, preferred capital, senior claims, common issuance, and Bitcoin appreciation, the upside starts looking genuinely absurd. In this video, I break down: Why Bitcoin looks historically cheap versus its 4-year moving average How Strategy’s current Bitcoin stack could be worth $1 trillion by 2030 How STRC can function as a Bitcoin accumulation engine Why Strategy has multiple paths to a trillion-dollar valuation ...and why MSTR shareholders will become the new wealthy elite:
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🔥MSTR WILL BE WORTH TRILLIONS - SHAREHOLDERS ARE THE NEW WEALTHY ELITE🔥 In this video, I break down why Strategy, ticker MSTR, will become one the most important public company on Earth. Most people look at MSTR and scream about mNAV, dilution, debt, preferreds, and premiums like they just discovered a calculator in a gas station bathroom. But the real question is simple: How much Bitcoin economically belongs to common shareholders after senior claims? When you factor in STRC, preferred capital, senior claims, common issuance, and Bitcoin appreciation, the upside starts looking genuinely absurd. In this video, I break down: Why Bitcoin looks historically cheap versus its 4-year moving average How Strategy’s current Bitcoin stack could be worth $1 trillion by 2030 How STRC can function as a Bitcoin accumulation engine Why Strategy has multiple paths to a trillion-dollar valuation ...and why MSTR shareholders will become the new wealthy elite:

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STRATEGY CEO EXPLAINS WHY ALL THE FUD AGAINST MSTR AND STRC IS TOTALLY OVERBLOWN WE CAN RAISE CAPITAL TO BUY MORE #BITCOIN EVEN WHEN STRC IS "BELOW PAR" "WE CAN ISSUE EQUITY TO PAY OUR DIVIDENDS AND RAISE BILLIONS A DAY" "MSTR IS THE MOST LIQUID STOCK IN THE WORLD WHEN COMPARED TO OUR MARKET CAPT" MORE MASSIVE BTC BUYS ARE COMING 🔥
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STRATEGY CEO EXPLAINS WHY ALL THE FUD AGAINST MSTR AND STRC IS TOTALLY OVERBLOWN WE CAN RAISE CAPITAL TO BUY MORE #BITCOIN EVEN WHEN STRC IS "BELOW PAR" "WE CAN ISSUE EQUITY TO PAY OUR DIVIDENDS AND RAISE BILLIONS A DAY" "MSTR IS THE MOST LIQUID STOCK IN THE WORLD WHEN COMPARED TO OUR MARKET CAPT" MORE MASSIVE BTC BUYS ARE COMING 🔥

The Bitcoin Historian

77,678 Aufrufe • vor 1 Monat

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🔥HOW I AM GOING TO GREATLY OUTPERFORM BITCOIN + MSTR - MSTR LEAP +1,000% GAINS🔥 BITCOIN IS THE HURDLE RATE. With the end goal of more Bitcoin acquisition, I have acquired MSTR call options expiring December 2028. Strategy has acquired over 56,000 Bitcoin this month alone and there is another 32 months of accumulation until then. The payoff math of this entry is INSANE. Check it out. NOT FINANCIAL ADVICE. THIS IS FINANCIAL ENTERTAINMENT.

Adam Livingston

23,297 Aufrufe • vor 3 Monaten

What if everyone is measuring $MSTR wrong? In this conversation with Adrian Morris, founding member of True North (True North), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇
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What if everyone is measuring $MSTR wrong? In this conversation with Adrian Morris, founding member of True North (True North), we challenge some of the biggest assumptions in the Bitcoin Treasury space: • Why mNAV is really a sentiment metric • Why Bitcoin per share isn't a valuation metric • Why Strategy shouldn't defend its mNAV • The real story behind Strategy selling 32 $BTC • Why $STRC and $SATA may evolve very differently than investors expect • Why AI is attracting some of Bitcoin's capital One of the most thought-provoking $MSTR conversations we've had. If Adrian is right, investors may be looking at $MSTR completely wrong. $MSTR $ASST $MPJPY 00:00 Adrian Morris' Bitcoin Journey & Why He Bought MSTR 05:02 The Real Meaning of mNAV (Market Sentiment) 10:10 Why Bitcoin Treasury mNAVs Eventually Collapse 11:22 Should Bitcoin Treasury Companies Defend Their mNAV? 15:56 The Fatal Flaw in mNAV Buybacks 17:57 Why Strategy Should NOT Sell Bitcoin to Buy Back Shares 20:15 Why Did Strategy Sell 32 Bitcoin? 23:55 MSTR Myths, Margin Calls & X Misinformation 25:38 Why Bitcoin Per Share May Be Misleading Investors 31:09 The Endgame for Bitcoin Treasury Companies 34:42 The Future: REITs, Options & Bitcoin Financial Products 36:46 STRC, SATA & Bitcoin Preferred Shares Explained 41:22 Does STRC Guidance Even Matter? 43:12 Why SATA Outperformed STRC 45:42 Daily Dividends: Innovation or Hype? 48:30 Will STRC & SATA Eventually Cut Dividends? 54:54 Is AI Stealing Capital From Bitcoin? 01:00:51 Can Bitcoin Become AI's Security Layer? 01:03:56 Adrian's Message to Bitcoin Investors Watch the full episode 👇

One Chair

44,606 Aufrufe • vor 2 Monaten

🔥THE ULTIMATE BITCOIN RETIREMENT STRATEGY WILL BLOW YOUR MIND🔥 80% STRC / 10% MSTR / 10% BTC Why wait until 67 to eat Jell-O and cry in a La-Z-Boy when you could be 45, collecting $385,000 a year in Bitcoin-backed dividends while the fiat system collapses like a dying star? In this video, I break down the 80/10/10 Tri-Fuel Portfolio that's turning pissed-off wage slaves into STRC-dripping Bitcoin aristocrats: 80% STRC - Variable 11% dividend yield so you can finally stop Venmo-requesting your friends for tacos 10% MSTR - Michael Saylor’s leveraged Bitcoin cult on Nasdaq 10% BTC - Because you need something to stare at while the world burns And then we GLIDE. Sell off MSTR gains starting in Year 11. Roll into STRC. Lock in yield. Get paid more than the president - every year - forever. Math included. No bonds. No boomer ETFs. JUST COLD, CALCULATED BITCOIN SUPREMACY:
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🔥THE ULTIMATE BITCOIN RETIREMENT STRATEGY WILL BLOW YOUR MIND🔥 80% STRC / 10% MSTR / 10% BTC Why wait until 67 to eat Jell-O and cry in a La-Z-Boy when you could be 45, collecting $385,000 a year in Bitcoin-backed dividends while the fiat system collapses like a dying star? In this video, I break down the 80/10/10 Tri-Fuel Portfolio that's turning pissed-off wage slaves into STRC-dripping Bitcoin aristocrats: 80% STRC - Variable 11% dividend yield so you can finally stop Venmo-requesting your friends for tacos 10% MSTR - Michael Saylor’s leveraged Bitcoin cult on Nasdaq 10% BTC - Because you need something to stare at while the world burns And then we GLIDE. Sell off MSTR gains starting in Year 11. Roll into STRC. Lock in yield. Get paid more than the president - every year - forever. Math included. No bonds. No boomer ETFs. JUST COLD, CALCULATED BITCOIN SUPREMACY:

Adam Livingston

69,048 Aufrufe • vor 7 Monaten

Strategy just filed $42,000,000,000 in new ATM capacity in a single morning. $21B $MSTR. $21B $STRC. Oh, and they bought some more Bitcoin too.🟠 Saylor & Co are NOT slowing down. They're polishing the crown jewel: $STRC. The buy is the headline. The ATM is the story.
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Strategy just filed $42,000,000,000 in new ATM capacity in a single morning. $21B $MSTR. $21B $STRC. Oh, and they bought some more Bitcoin too.🟠 Saylor & Co are NOT slowing down. They're polishing the crown jewel: $STRC. The buy is the headline. The ATM is the story.

Tyler Rowe

39,068 Aufrufe • vor 4 Monaten

Today, Charles V Payne and I break down why Bitcoin is a swarm of hornets, how to outperform $BTC with $MSTR, beat $USD money markets with $STRC, and ride the wave of crypto innovation.
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Today, Charles V Payne and I break down why Bitcoin is a swarm of hornets, how to outperform $BTC with $MSTR, beat $USD money markets with $STRC, and ride the wave of crypto innovation.

Michael Saylor

369,375 Aufrufe • vor 1 Jahr

STRC - SAYLOR'S INFINITE MONEY GLITCH IS DOMINATING People don't understand how POWERFUL STRC is, and how much WEALTH will flow into Bitcoin because of it. You will learn: How STRC is the best fixed income instrument in the world How STRC is a perpetual capital transmutation engine. How Saylor is turning your yield addiction into Bitcoin fuel Why this structure is mathematically safer than government bonds How STRC functions as a shadow central bank with an incorruptible balance sheet And why nobody in power is stopping it... because they still don’t understand it STRC is the FINAL FORM of CAPITAL MARKETS WARFARE
16:58

STRC - SAYLOR'S INFINITE MONEY GLITCH IS DOMINATING People don't understand how POWERFUL STRC is, and how much WEALTH will flow into Bitcoin because of it. You will learn: How STRC is the best fixed income instrument in the world How STRC is a perpetual capital transmutation engine. How Saylor is turning your yield addiction into Bitcoin fuel Why this structure is mathematically safer than government bonds How STRC functions as a shadow central bank with an incorruptible balance sheet And why nobody in power is stopping it... because they still don’t understand it STRC is the FINAL FORM of CAPITAL MARKETS WARFARE

Adam Livingston

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🔥BITCOIN TO $400K?! ASST VS. MSTR!🔥 MSTR is the fortress. ASST is the rocket-powered shopping cart with a lit cigarette in the gas tank. In this video, I break down my ASST investing thesis versus MSTR using CEBE, mNAV, claim ratio, preferred issuance, and the deranged little math goblin hiding inside Bitcoin treasury companies. The thesis is simple. MSTR is bigger, deeper, safer, and more institutional. ASST has more upside torque if Bitcoin rips, the capital structure behaves, and the market keeps paying a premium for the machine. If Bitcoin goes to $150k, ASST may outrun MSTR. If Bitcoin goes to $400k, the moon math gets disgusting. But there’s a catch. mNAV compression can absolutely nuke the outperformance. FULL BREAKDOWN:

Adam Livingston

18,348 Aufrufe • vor 1 Monat

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THE ULTIMATE MSTR VIDEO: SAYLOR DRIVES BITCOIN TO $1 MILLION AND STRATEGY BECOMES THE MOST VALUABLE COMPANY IN THE WORLD ZERO FLUFF. If you want a #1 one-stop-shop explainer video for Strategy and Saylor's endgame... why to hold MSTR + STRC, and why this company will be the most valuable company in the world... ...THIS IS IT:

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23,123 Aufrufe • vor 4 Monaten

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THE ULTIMATE GUIDE TO STRC Strategy's $STRC is the KILLER APP for FIXED INCOME. By the the end of this, you'll understand how to swap a ZOMBIE SAVINGS ACCOUNT for a MONTHLY CASH CANNON that is POWERED by ORANGE BITCOIN GLORY. 10.5% DIVIDEND YIELD. PAID MONTHLY. BUY $STRC AND STRETCH YOUR INCOME TODAY:

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60,512 Aufrufe • vor 9 Monaten

$MSTR “I have an idea for $30 trillion.” “We have $60 billion of capital. We could buy anything.” - Michael Saylor $STRC is the multi-trillion-dollar idea. It’s the product Strategy is here to build. It’s also why investing in this company requires a genuinely long time horizon. $STRC has already attracted over $10 billion of capital, but if management is right, it’s still in the very early stages of its journey. Each year of consistent execution, each expansion into the credit markets, and each disciplined capital allocation decision strengthens the structure. As long as the company remains focused on accumulating Bitcoin and strengthening digital credit, I don’t believe there is a more compelling idea for management to pursue. This is the strategy. This is the multi-trillion-dollar bet. This is what you’re ultimately investing in. Mission Strategy. $BTC $MSTR $STRC
1:52

$MSTR “I have an idea for $30 trillion.” “We have $60 billion of capital. We could buy anything.” - Michael Saylor $STRC is the multi-trillion-dollar idea. It’s the product Strategy is here to build. It’s also why investing in this company requires a genuinely long time horizon. $STRC has already attracted over $10 billion of capital, but if management is right, it’s still in the very early stages of its journey. Each year of consistent execution, each expansion into the credit markets, and each disciplined capital allocation decision strengthens the structure. As long as the company remains focused on accumulating Bitcoin and strengthening digital credit, I don’t believe there is a more compelling idea for management to pursue. This is the strategy. This is the multi-trillion-dollar bet. This is what you’re ultimately investing in. Mission Strategy. $BTC $MSTR $STRC

Zaid 🟧

16,422 Aufrufe • vor 1 Monat

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22:04

🔥HOW STRATEGY, METAPLANET, AND STRIVE WILL BRING US $1,000,000 BITCOIN🔥 A new financial engine is live and it’s about to pull Bitcoin into the seven-figure range. This is not a hype cycle. It’s a capital flow inevitability. In this presentation, I break down the reflexive flywheel powering Strategy, Metaplanet, and Strive,three public companies using Bitcoin-backed preferred equity to convert fixed-income capital into relentless BTC demand. Topics Covered: How the STRC/ATM flywheel amplifies every $1 of equity into $1.33 of Bitcoin Why global allocators will flee 0–4% bonds for 11% yield backed by BTC How just 0.5% of the $153T bond market creates a $765B inflow Why post-2028 halving leaves only 82k BTC/year… vs 376k BTC/year in corporate absorption Why $1 million per BTC is the mathematical clearing price. The bond market is 150× larger than Bitcoin. The flywheel already operates across continents. PRICE IS THE FINAL VARIABLE:

Adam Livingston

19,163 Aufrufe • vor 7 Monaten

🔥THE ULTIMATE MSTR BULL CASE - 12 MINUTES TO BLOW YOUR MIND🔥 Strategy is going to buy ALL of the Bitcoin and they will be the most valuable company in the world. Don't believe me? Watch this video. In this video, I break down the craziest, and somehow still realistic, 10-year MSTR model we’ve built yet. Using a framework based on what Strategy has already done with MSTR and STRC capital raises, I show how Bitcoin NAV could compound into something utterly monstrous over the next decade, even with a built-in 2 week monthly cool-off period where ZERO CAPITAL is raised. This is where the thesis gets wild. Debt gets crushed as a percentage of enterprise value. Preferred scales, but stabilizes. Bitcoin NAV goes vertical. And the first thing that breaks in the model is not the balance sheet. It’s Bitcoin scarcity itself. THAT'S THE REAL STORY HERE:
14:17

🔥THE ULTIMATE MSTR BULL CASE - 12 MINUTES TO BLOW YOUR MIND🔥 Strategy is going to buy ALL of the Bitcoin and they will be the most valuable company in the world. Don't believe me? Watch this video. In this video, I break down the craziest, and somehow still realistic, 10-year MSTR model we’ve built yet. Using a framework based on what Strategy has already done with MSTR and STRC capital raises, I show how Bitcoin NAV could compound into something utterly monstrous over the next decade, even with a built-in 2 week monthly cool-off period where ZERO CAPITAL is raised. This is where the thesis gets wild. Debt gets crushed as a percentage of enterprise value. Preferred scales, but stabilizes. Bitcoin NAV goes vertical. And the first thing that breaks in the model is not the balance sheet. It’s Bitcoin scarcity itself. THAT'S THE REAL STORY HERE:

Adam Livingston

22,529 Aufrufe • vor 5 Monaten

MSTR DILUTION FUD - DEBUNKED! The idea that dilution of MSTR common stock is inherently bad for the shareholder is HOGWASH. WE LIKE INCREASED BITCOIN EXPOSURE. WE LIKE BITCOIN. THAT'S WHY WE BUY THE STOCK. Why is it that 99% of the comments that whine about dilution ignore the fact that Saylor INCREASES your Bitcoin exposure? SHORT-TERM TRADERS AND LEVERAGE WHINERS BE DAMNED - WE ARE GIGA BULLISH ON MSTR. This is a thorough video on my current thoughts on the trade, I explain the arguments of the skeptics and go over why I ABSOLUTELY DISAGREE. Enjoy!
21:38

MSTR DILUTION FUD - DEBUNKED! The idea that dilution of MSTR common stock is inherently bad for the shareholder is HOGWASH. WE LIKE INCREASED BITCOIN EXPOSURE. WE LIKE BITCOIN. THAT'S WHY WE BUY THE STOCK. Why is it that 99% of the comments that whine about dilution ignore the fact that Saylor INCREASES your Bitcoin exposure? SHORT-TERM TRADERS AND LEVERAGE WHINERS BE DAMNED - WE ARE GIGA BULLISH ON MSTR. This is a thorough video on my current thoughts on the trade, I explain the arguments of the skeptics and go over why I ABSOLUTELY DISAGREE. Enjoy!

Adam Livingston

22,806 Aufrufe • vor 9 Monaten

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20:58

HOW STRATEGY GETS TO 1 MILLION BITCOIN IN 2026 MSTR is an UNASSAILABLE MONETARY SUPERSTRUCTURE. The scale is so massive that even small swings in premium dictate BILLION DOLLAR BITCOIN BUYS. STRC ATM is currently the most efficient Bitcoin miner on the planet. Saylor has perfected the BATTLE-TESTED BITCOIN WAR WEAPON and the MATH behind their ACCUMULATION POTENTIAL is INSANE. SAYLOR IS DRIVING ALL BITCOIN OUT OF CIRCULATION. HATERS WILL HATE, BUT THEY WILL HAVE TO HAVE FUN STAYING POOR:

Adam Livingston

22,195 Aufrufe • vor 7 Monaten

🔥WE NEED TO TALK ABOUT MSTR - STRC DEPEG + BITCOIN CRASH!🔥 MSTR is now down -28% over the last month. The armchair critics are running rampant. The anime profile pic anonymous trader goblins are running around acting like they can outmaneuver a mega-genius billionaire. The Strategy conversation needs NUANCE. Here I discuss the STRC depeg, MSTR crashing, and what it means for the future:
26:12

🔥WE NEED TO TALK ABOUT MSTR - STRC DEPEG + BITCOIN CRASH!🔥 MSTR is now down -28% over the last month. The armchair critics are running rampant. The anime profile pic anonymous trader goblins are running around acting like they can outmaneuver a mega-genius billionaire. The Strategy conversation needs NUANCE. Here I discuss the STRC depeg, MSTR crashing, and what it means for the future:

Adam Livingston

52,496 Aufrufe • vor 2 Monaten