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₿itVac $MSTR $STRC

LaDoger 🟧

17,474 subscribers

21,982 次观看 • 5 个月前 •via X (Twitter)

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Listen. Don’t overcomplicate it: - Put $100,000 into $STRC earning $11,000/year - Allocate $50,000 to $MSTR - Own at least 1 BTC Enjoy the retirement.

Listen. Don’t overcomplicate it: - Put $100,000 into $STRC earning $11,000/year - Allocate $50,000 to $MSTR - Own at least 1 BTC Enjoy the retirement.

Shagun 💰

296,676 次观看 • 6 个月前

🚨BITWISE CIO: MSTR/STRC TURMOIL IS “NECESSARY” END-OF-CYCLE PAIN, BOTTOM NEAR! In his July 1 memo, Bitwise CIO Matt Hougan called the volatility in $MSTR and its $STRC shares a natural and necessary part of the cycle as excess leverage gets squeezed out. He sees the bottom approaching and a new bull market in the fall, with institutions replacing Strategy as the main $BTC buyer.

🚨BITWISE CIO: MSTR/STRC TURMOIL IS “NECESSARY” END-OF-CYCLE PAIN, BOTTOM NEAR! In his July 1 memo, Bitwise CIO Matt Hougan called the volatility in $MSTR and its $STRC shares a natural and necessary part of the cycle as excess leverage gets squeezed out. He sees the bottom approaching and a new bull market in the fall, with institutions replacing Strategy as the main $BTC buyer.

Crypto Banter

30,422 次观看 • 3 个月前

🚨 Strategy’s ponzi is falling off a cliff $STRC is at $85 and $MSTR may be selling Bitcoin soon. Sorry for being shirtless. I got the kiddos by the pool 🏊

🚨 Strategy’s ponzi is falling off a cliff $STRC is at $85 and $MSTR may be selling Bitcoin soon. Sorry for being shirtless. I got the kiddos by the pool 🏊

Finance Freeman 🇺🇸

30,491 次观看 • 4 个月前

$MSTR < $100 Saylor will be the first man to watch his stock crash 99% twice. $STRC needs cash. $BTC is the only exit. Do NOT say I didn't warn you later...

$MSTR < $100 Saylor will be the first man to watch his stock crash 99% twice. $STRC needs cash. $BTC is the only exit. Do NOT say I didn't warn you later...

ᴛʀᴀᴄᴇʀ

244,389 次观看 • 4 个月前

Tämä äityy hurjaksi. Pörssi on ollut auki alle tunnin ja Strategy on ostanut yli 1100 bitcoinia pelkällä $STRC ’n myynnillä. Tähän tulee päälle vielä MSTR ATM, joka on yleensä ollut noin kaksinkertainen dollareissa verrattuna STRChen. Meneekö tänään 10k BTC rikki? Ehkä.

Tämä äityy hurjaksi. Pörssi on ollut auki alle tunnin ja Strategy on ostanut yli 1100 bitcoinia pelkällä $STRC ’n myynnillä. Tähän tulee päälle vielä MSTR ATM, joka on yleensä ollut noin kaksinkertainen dollareissa verrattuna STRChen. Meneekö tänään 10k BTC rikki? Ehkä.

Klaus

22,194 次观看 • 7 个月前

MSTR Price Model w/ STRC issuance: Ran the CEBE model on the STRC flywheel. Assumptions: • STRC buys 3,000 BTC/week • BTC compounds +25%/yr for 10 years • Zero new BTC acquired MSTR issuance (lol) Year 10 output: BTC ≈ $626k MSTR ≈ $3,476 BTC held ≈ 2.28M Preferred stack ≈ $398B Shares ≈ 382M mNAV ≈ 1.30x Result: MSTR/BTC ratio ends ~2.85x higher than today. CEBE is a simple way to translate Strategy’s balance sheet into “Bitcoin-equity per share.” You start with the company’s total Bitcoin, then subtract the Bitcoin-equivalent of all senior claims that sit ahead of common equity, mainly debt plus preferred minus cash, converted into BTC at the current BTC price. What’s left is the BTC that economically belongs to common shareholders, then you divide by the share count to get CEBE (BTC per share). Once you have CEBE, you can map it back into a modeled stock price by multiplying CEBE × BTC price × mNAV, where mNAV is the market’s premium or discount to the underlying BTC-equity per share.

MSTR Price Model w/ STRC issuance: Ran the CEBE model on the STRC flywheel. Assumptions: • STRC buys 3,000 BTC/week • BTC compounds +25%/yr for 10 years • Zero new BTC acquired MSTR issuance (lol) Year 10 output: BTC ≈ $626k MSTR ≈ $3,476 BTC held ≈ 2.28M Preferred stack ≈ $398B Shares ≈ 382M mNAV ≈ 1.30x Result: MSTR/BTC ratio ends ~2.85x higher than today. CEBE is a simple way to translate Strategy’s balance sheet into “Bitcoin-equity per share.” You start with the company’s total Bitcoin, then subtract the Bitcoin-equivalent of all senior claims that sit ahead of common equity, mainly debt plus preferred minus cash, converted into BTC at the current BTC price. What’s left is the BTC that economically belongs to common shareholders, then you divide by the share count to get CEBE (BTC per share). Once you have CEBE, you can map it back into a modeled stock price by multiplying CEBE × BTC price × mNAV, where mNAV is the market’s premium or discount to the underlying BTC-equity per share.

Adam Livingston

29,286 次观看 • 8 个月前

🚨SAYLOR DOUBLES DOWN: STRATEGY STAYS FOCUSED ON BITCOIN AS MSTR HITS 52-WEEK LOW! Michael Saylor said volatility tests every capital structure, but Strategy remains committed to Bitcoin, disciplined capital allocation, credit quality, and long-term value creation. $MSTR closed Thursday at a fresh 52-week low of $85.33, down 9.4%, while its preferred shares $STRC plunged to a record $75.69, roughly 25% below par.

🚨SAYLOR DOUBLES DOWN: STRATEGY STAYS FOCUSED ON BITCOIN AS MSTR HITS 52-WEEK LOW! Michael Saylor said volatility tests every capital structure, but Strategy remains committed to Bitcoin, disciplined capital allocation, credit quality, and long-term value creation. $MSTR closed Thursday at a fresh 52-week low of $85.33, down 9.4%, while its preferred shares $STRC plunged to a record $75.69, roughly 25% below par.

Crypto Banter

20,587 次观看 • 4 个月前

The biggest question in finance right now: How much more $STRC can $MSTR sell? My absurdly aggressive backtest speaks for itself. The strategy thrives in Bitcoin’s past. Imagine it in a calmer future. Read the assumptions. Twice. Unreal. (𝘚𝘪𝘮𝘶𝘭𝘢𝘵𝘦𝘥 𝘳𝘦𝘴𝘶𝘭𝘵𝘴. 𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.)

The biggest question in finance right now: How much more $STRC can $MSTR sell? My absurdly aggressive backtest speaks for itself. The strategy thrives in Bitcoin’s past. Imagine it in a calmer future. Read the assumptions. Twice. Unreal. (𝘚𝘪𝘮𝘶𝘭𝘢𝘵𝘦𝘥 𝘳𝘦𝘴𝘶𝘭𝘵𝘴. 𝘍𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.)

Jackson Fairbanks

107,078 次观看 • 11 个月前

$STRC your retirement.

$STRC your retirement.

Anil Patel

184,018 次观看 • 7 个月前

Saylor is an idiot Micro Strategy is up an entire $700 per Bitcoin thru have ever bought over the last 6 years. Gross incompetence and not acting in the best interest of $MSTR & $STRC share holders imo. All he has to do is watch our stream 🤷🏼‍♂️

Saylor is an idiot Micro Strategy is up an entire $700 per Bitcoin thru have ever bought over the last 6 years. Gross incompetence and not acting in the best interest of $MSTR & $STRC share holders imo. All he has to do is watch our stream 🤷🏼‍♂️

Finance Freeman 🇺🇸

25,933 次观看 • 5 个月前

MICHAEL SAYLOR IS IN SERIOUS TROUBLE The last few days have been the worst for $MSTR in a long time Despite massive share issuance and constant $BTC accumulation, the losses keep piling up: - $11 billion underwater on BTC holdings - MSTR down 72% from its 2025 peak - First BTC sale in four years, just to pay STRC dividends The most convicted Bitcoin holder on earth just blinked Welcome to the other side of that trade

MICHAEL SAYLOR IS IN SERIOUS TROUBLE The last few days have been the worst for $MSTR in a long time Despite massive share issuance and constant $BTC accumulation, the losses keep piling up: - $11 billion underwater on BTC holdings - MSTR down 72% from its 2025 peak - First BTC sale in four years, just to pay STRC dividends The most convicted Bitcoin holder on earth just blinked Welcome to the other side of that trade

bee🐝

43,692 次观看 • 4 个月前

Stretch Your World. $STRC

Stretch Your World. $STRC

Michael Saylor

236,230 次观看 • 7 个月前

HOW BADLY DO WE NEED $STRC BACK AT PAR? Turning the STRC machine back on would juice MSTR’s return by as much as 11.55 percentage points on the exact same move to $100,000 Bitcoin... with zero mNAV expansion. Bitcoin goes from $64,846 to $100,000: +54.21%. With no new STRC, MSTR goes from $97.91 to $172.66: +76.35%, beating Bitcoin by 22.13 points. Then we restart the preferred trebuchet: $500M/month → MSTR +79.26% → beats BTC by 25.05 points $1B/month → MSTR +82.16% → beats BTC by 27.95 points $1.5B/month → MSTR +85.04% → beats BTC by 30.83 points $2B/month → MSTR +87.90% → beats BTC by 33.69 points The incremental return created specifically by new STRC is 2.92%, 5.81%, 8.69% and 11.55%, respectively. At $2B per month, STRC generates 13.14% of MSTR’s entire return and 34.29% of its outperformance over Bitcoin. Issuing $24B over the year buys 301,208 BTC at an average modeled price of $79,679. Those coins are worth $30.12B when Bitcoin reaches $100,000, while the additional preferred principal remains . That creates $6.12B of gross residual common equity before the associated dividend and dilution drag. After including that drag, CEBE still finishes 10,916 sats per share above the zero-issuance scenario, adding $11.31 to MSTR’s ending share price. Credit investors get a 12% coupon and a warm glass of milk. Common shareholders get whatever survives when $100,000 Bitcoin runs the fixed-dollar liability through an industrial meat grinder. The preferred stack is expensive capital when Bitcoin goes sideways. On an orderly climb, it becomes a machine for purchasing BTC below its destination price while the liability remains frozen in dollars. I love Strategy's model. It's simple. Continue to manufacture yield for the dollar economy, and then harvest the residual convexity for common shareholders:

HOW BADLY DO WE NEED $STRC BACK AT PAR? Turning the STRC machine back on would juice MSTR’s return by as much as 11.55 percentage points on the exact same move to $100,000 Bitcoin... with zero mNAV expansion. Bitcoin goes from $64,846 to $100,000: +54.21%. With no new STRC, MSTR goes from $97.91 to $172.66: +76.35%, beating Bitcoin by 22.13 points. Then we restart the preferred trebuchet: $500M/month → MSTR +79.26% → beats BTC by 25.05 points $1B/month → MSTR +82.16% → beats BTC by 27.95 points $1.5B/month → MSTR +85.04% → beats BTC by 30.83 points $2B/month → MSTR +87.90% → beats BTC by 33.69 points The incremental return created specifically by new STRC is 2.92%, 5.81%, 8.69% and 11.55%, respectively. At $2B per month, STRC generates 13.14% of MSTR’s entire return and 34.29% of its outperformance over Bitcoin. Issuing $24B over the year buys 301,208 BTC at an average modeled price of $79,679. Those coins are worth $30.12B when Bitcoin reaches $100,000, while the additional preferred principal remains . That creates $6.12B of gross residual common equity before the associated dividend and dilution drag. After including that drag, CEBE still finishes 10,916 sats per share above the zero-issuance scenario, adding $11.31 to MSTR’s ending share price. Credit investors get a 12% coupon and a warm glass of milk. Common shareholders get whatever survives when $100,000 Bitcoin runs the fixed-dollar liability through an industrial meat grinder. The preferred stack is expensive capital when Bitcoin goes sideways. On an orderly climb, it becomes a machine for purchasing BTC below its destination price while the liability remains frozen in dollars. I love Strategy's model. It's simple. Continue to manufacture yield for the dollar economy, and then harvest the residual convexity for common shareholders:

Adam Livingston

33,368 次观看 • 3 个月前

$STRC now goes to 11.50%.

$STRC now goes to 11.50%.

Michael Saylor

858,796 次观看 • 8 个月前

Have you stretched today? $STRC

Have you stretched today? $STRC

Roxom

17,004 次观看 • 7 个月前

We crossed $500M TVL in $STRC yield coins! Of all STRC-linked TVL onchain, Pendle accounts for ~70%, translating to ~$261M in STRC held across our markets (~2.5% of total market cap). Proud to be the primary home for $STRC yield onchain, and looking forward to growing alongside the ecosystem 🤝

We crossed $500M TVL in $STRC yield coins! Of all STRC-linked TVL onchain, Pendle accounts for ~70%, translating to ~$261M in STRC held across our markets (~2.5% of total market cap). Proud to be the primary home for $STRC yield onchain, and looking forward to growing alongside the ecosystem 🤝

Pendle

97,760 次观看 • 5 个月前

ANOTHER DAY, ANOTHER ALL-TIME LOW FOR $STRC. How far does STRC need to fall before Saylor finally steps in?

ANOTHER DAY, ANOTHER ALL-TIME LOW FOR $STRC. How far does STRC need to fall before Saylor finally steps in?

Crypto Rover

91,747 次观看 • 4 个月前

It’s all about the Sharpe. $STRC

It’s all about the Sharpe. $STRC

Michael Saylor

307,122 次观看 • 6 个月前

Few kids understand $MSTR.

Few kids understand $MSTR.

Michael Saylor

347,099 次观看 • 1 年前

Good morning, $MSTR holders. 🫡

Good morning, $MSTR holders. 🫡

Selfmade · MAN

19,318 次观看 • 4 个月前