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⚡️LATEST: "RICH DAD POOR DAD" AUTHOR SAYS BITCOIN WILL SURGE AFTER A "GIANT CRASH" Robert Kiyosaki is urging his millions of followers to "keep their powder dry" for a massive market crash, pointing to Warren Buffett's record cash reserves as the blueprint. Kiyosaki says gold, silver, and Bitcoin will...

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12,634 views • 5 months ago •via X (Twitter)

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🇺🇸 RICH DAD POOR DAD AUTHOR ROBERT KIYOSAKI ROTATED INTO BITCOIN About 11 months ago, Kiyosaki increased his Bitcoin exposure by trading long-held silver for $BTC. He still holds gold and silver ; but the signal is clear: Bitcoin is absorbing value from traditional hard assets as fiat continues to weaken. Finite supply. Real money. Bitcoin keeps winning. 🚀
0:11

🇺🇸 RICH DAD POOR DAD AUTHOR ROBERT KIYOSAKI ROTATED INTO BITCOIN About 11 months ago, Kiyosaki increased his Bitcoin exposure by trading long-held silver for $BTC. He still holds gold and silver ; but the signal is clear: Bitcoin is absorbing value from traditional hard assets as fiat continues to weaken. Finite supply. Real money. Bitcoin keeps winning. 🚀

CryptosRus

82,156 views • 6 months ago

BULLISH $BTC 🔥 A Japanese legend 🇯🇵 , praised by Donald Trump , he has predicted that #BTC will begin a strong rally this October and reach $400,000 by 2029. The last cycle, he bought #Bitcoin at $4,000 and sold his entire position at $112,000 , He is a true Japanese legend 🇯🇵 He also shorted the market in October 2025, made massive profits. He is even followed by CZ on X due to his incredibly accurate crypto predictions: Ryker 🇯🇵 Big opportunity for us is coming !
0:15

BULLISH $BTC 🔥 A Japanese legend 🇯🇵 , praised by Donald Trump , he has predicted that #BTC will begin a strong rally this October and reach $400,000 by 2029. The last cycle, he bought #Bitcoin at $4,000 and sold his entire position at $112,000 , He is a true Japanese legend 🇯🇵 He also shorted the market in October 2025, made massive profits. He is even followed by CZ on X due to his incredibly accurate crypto predictions: Ryker 🇯🇵 Big opportunity for us is coming !

JackTheRippler ©️

44,528 views • 1 month ago

📉DOWN BAD: GRANT CARDONE'S BITCOIN BAG REPORTEDLY DOWN $45 MILLION Cardone revealed that he owns approximately 2,000 $BTC, purchased at an average price of $92,000 for a total of about $184 million. Given the market conditions, this would make Grant Cardone's investment to be held at a loss around $45 million The real estate mogul remains unbothered though, saying he is a long-term believer in $BTC and believes time will prove he was correct
0:19

📉DOWN BAD: GRANT CARDONE'S BITCOIN BAG REPORTEDLY DOWN $45 MILLION Cardone revealed that he owns approximately 2,000 $BTC, purchased at an average price of $92,000 for a total of about $184 million. Given the market conditions, this would make Grant Cardone's investment to be held at a loss around $45 million The real estate mogul remains unbothered though, saying he is a long-term believer in $BTC and believes time will prove he was correct

BSCN

10,969 views • 4 months ago

Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.
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Sold 32 coins. Bought 1,550. 48 times more, at a 15% discount, into the crash the market blamed on the sale. Strategy disclosed today that while everyone panicked over its $2.5 million Bitcoin sale, it was quietly buying the dip that panic created. 1,550 Bitcoin for $101 million, at $65,332 a coin, far below the $77,135 it sold for and below its own cost basis. The bears called the sale the first crack, a forced liquidation, the start of the death spiral. The answer was a buy 48 times the size of the sale that scared them. This is the machine we described: a state-contingent allocator. Above its funding line, it turns market access into Bitcoin. The sale was the exception. The buy is the rule. It also closed the question the sale opened. The cash reserve behind the preferred dividends had thinned to $900 million, about six months of cover. He rebuilt it to $1 billion in the same week. But watch how, because that is the real story. He funded none of it with coins. He funded it with $181 million of freshly issued stock, then spent it on Bitcoin and the reserve. The coins were never the funding source. The equity is. That is the flywheel working exactly as built, and the cost of it surfacing at the same time. Every turn now runs on issuing shares, and the premium that once made each share buy more Bitcoin than it diluted has compressed hard. He bought low. He sold his own stock low to do it. So the question quietly turns. It was never whether Saylor sells his Bitcoin. He just proved again that he buys far more than he sells. It is what each turn of the engine now costs in dilution, and how long the market keeps paying a premium worth that cost. He bought the dip. The dip was partly his own making. And he paid for it in equity, not coins.

Shanaka Anslem Perera ⚡

142,587 views • 2 months ago

🔥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.
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🔥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.

Adam Livingston

61,564 views • 3 months ago

Metaplanet just bought its way to 43,000 Bitcoin The Japanese firm added 2,823 BTC in Q2, spending about $222M at an average price near $78,700 per $BTC, funded through credit facility borrowing and bond issuance rather than new share dilution. Total holdings are now valued around $2.53B at current prices. But the company's overall average cost across its full stack sits near $94,900 per BTC, well above where Bitcoin is trading today near $61,000. That gap is showing up in the stock too. Metaplanet's mNAV, the ratio of market value to actual Bitcoin holdings, recently dipped to about 0.92x. CEO Simon Gerovich (Simon Gerovich) says the firm will consider share buybacks if that discount to net asset value persists. Long-term target: 1% of Bitcoin's total supply, roughly 210,000 BTC. The current stack puts Metaplanet Inc. about a fifth of the way there.
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Metaplanet just bought its way to 43,000 Bitcoin The Japanese firm added 2,823 BTC in Q2, spending about $222M at an average price near $78,700 per $BTC, funded through credit facility borrowing and bond issuance rather than new share dilution. Total holdings are now valued around $2.53B at current prices. But the company's overall average cost across its full stack sits near $94,900 per BTC, well above where Bitcoin is trading today near $61,000. That gap is showing up in the stock too. Metaplanet's mNAV, the ratio of market value to actual Bitcoin holdings, recently dipped to about 0.92x. CEO Simon Gerovich (Simon Gerovich) says the firm will consider share buybacks if that discount to net asset value persists. Long-term target: 1% of Bitcoin's total supply, roughly 210,000 BTC. The current stack puts Metaplanet Inc. about a fifth of the way there.

BSCN

12,572 views • 1 month ago

NEW: The man accused of ramming into a crowd, k*lling four and injuring at least 13, told officers; “just get me to jail, so I can sit for a few months” Silas Sampson, 22, tried to run from the crash but was arrested with the key to the vehicle in his pocket Officials said he made “spontaneous statements” after his arrest including: “I made a mistake,” asking how many people he k*lled, and saying, “just get me to jail, so I can sit for a few months.” Prosecutors filed a motion to keep Sampson in custody until trial They said no release conditions could ensure public safety or guarantee his court appearance Three pedestrians died at the scene, and a fourth victim died at a hospital Sampson is facing multiple charges after the deadly crash, including four counts of vehicular homicide and four counts of aggravated fleeing to elude causing bodily injury or death
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NEW: The man accused of ramming into a crowd, k*lling four and injuring at least 13, told officers; “just get me to jail, so I can sit for a few months” Silas Sampson, 22, tried to run from the crash but was arrested with the key to the vehicle in his pocket Officials said he made “spontaneous statements” after his arrest including: “I made a mistake,” asking how many people he k*lled, and saying, “just get me to jail, so I can sit for a few months.” Prosecutors filed a motion to keep Sampson in custody until trial They said no release conditions could ensure public safety or guarantee his court appearance Three pedestrians died at the scene, and a fourth victim died at a hospital Sampson is facing multiple charges after the deadly crash, including four counts of vehicular homicide and four counts of aggravated fleeing to elude causing bodily injury or death

Unlimited L's

769,138 views • 9 months ago

🚨 SOMETHING VERY STRANGE IS HAPPENING RIGHT NOW While the crowd is waiting for a to-the-moon move, I see DEJA VU. We are on the verge of a grand finale that no one is prepared for. Let’s remember 2011: Back then the scenario was identical: a recession pushed the metal into the stratosphere. PRICE SURGE from $18 to $49. Euphoria: everywhere people were shouting about shortages and $100 silver. The result a BLOODBATH. A crash to $30 in just a few days, followed by a slow bleed down to $15. Trap anatomy 2026 Today the market is making the same mistakes. Gold has played out, silver has accelerated, and everyone is again talking about a “fair 1:15 ratio”. The main mistake: thinking silver is “catching up”. In reality, it’s just the last to inflate. Three reasons why there will be no exit: Silver is the most LEVERAGED metal. The market collapses when margin positions become systemically critical. The silver market is TINY It explodes fast, but when the trend reverses, there are no buyers left. Point of no return: when profit-taking begins, the “door” will be too narrow for everyone. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...
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🚨 SOMETHING VERY STRANGE IS HAPPENING RIGHT NOW While the crowd is waiting for a to-the-moon move, I see DEJA VU. We are on the verge of a grand finale that no one is prepared for. Let’s remember 2011: Back then the scenario was identical: a recession pushed the metal into the stratosphere. PRICE SURGE from $18 to $49. Euphoria: everywhere people were shouting about shortages and $100 silver. The result a BLOODBATH. A crash to $30 in just a few days, followed by a slow bleed down to $15. Trap anatomy 2026 Today the market is making the same mistakes. Gold has played out, silver has accelerated, and everyone is again talking about a “fair 1:15 ratio”. The main mistake: thinking silver is “catching up”. In reality, it’s just the last to inflate. Three reasons why there will be no exit: Silver is the most LEVERAGED metal. The market collapses when margin positions become systemically critical. The silver market is TINY It explodes fast, but when the trend reverses, there are no buyers left. Point of no return: when profit-taking begins, the “door” will be too narrow for everyone. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON as I will share my strategy soon. Many will regret not following me earlier...

ardizor 🧙‍♂️

77,666 views • 4 months ago

🚨 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.
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🚨 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.

winkle.

108,092 views • 1 month ago

32 coins. $2.5 million. 0.0038% of the stack. That is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week, Strategy raised $128.3 million selling its own stock, 50 times larger. It did not need to sell coins. It chose to. The crash has real drivers: a record 13-day run of ETF outflows, a rotation into AI, a Fed in no hurry to cut. But the accelerant the market keeps naming is 32 coins. The coins were never the point. The signal was. And the signal was deliberate. Michael Saylor told the Q1 call he would “probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” His logic was sound: prove the Bitcoin is usable capital, not a vault that can never be opened, and show he is not a prisoner of his own vow. His “never sell” always meant be a net accumulator. He is up more than 170,000 coins this year against the 32 he sold, and he scores himself on one number, Bitcoin per share. By that math, defending the dividend with a sliver was discipline, not distress. The market read it as the opposite. The dose became the catalyst now blamed for the crash. The inoculation became the infection. Because what changed was never Strategy’s solvency. It was its identity. The market has stopped pricing a permanent holder and started pricing what the filings always described: a state-contingent allocator now funding its own preferred dividends, at the margin, from the Bitcoin beneath them. And the buffer is thinning. The cash reserve behind those dividends has fallen from $2.25 billion to $900 million. Against a preferred bill near $1.7 billion a year, that is roughly 6 months of runway. Be precise. This is not a death spiral. Strategy still holds 843,706 Bitcoin, worth more than $50 billion even now, and has more funding levers than almost any company alive. A real rally makes this a footnote, and the sell-side calling the reaction overdone is not wrong on the fundamentals. But the regime has changed. The question is no longer Bitcoin’s price on any given day. It is the cadence of the dividend declarations and the path of that reserve. Bitcoin did not acquire a yield. The wrapper acquired liabilities. This week the market learned that difference costs far more than 32 coins.
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32 coins. $2.5 million. 0.0038% of the stack. That is the sale the market is now blaming for a $3 billion liquidation cascade and a Bitcoin price nearly halved from its peak. A $2.5 million sale cannot move a trillion-dollar asset. It is a rounding error. In the same week, Strategy raised $128.3 million selling its own stock, 50 times larger. It did not need to sell coins. It chose to. The crash has real drivers: a record 13-day run of ETF outflows, a rotation into AI, a Fed in no hurry to cut. But the accelerant the market keeps naming is 32 coins. The coins were never the point. The signal was. And the signal was deliberate. Michael Saylor told the Q1 call he would “probably sell some bitcoin to pay a dividend just to inoculate the market and send the message that we did it.” His logic was sound: prove the Bitcoin is usable capital, not a vault that can never be opened, and show he is not a prisoner of his own vow. His “never sell” always meant be a net accumulator. He is up more than 170,000 coins this year against the 32 he sold, and he scores himself on one number, Bitcoin per share. By that math, defending the dividend with a sliver was discipline, not distress. The market read it as the opposite. The dose became the catalyst now blamed for the crash. The inoculation became the infection. Because what changed was never Strategy’s solvency. It was its identity. The market has stopped pricing a permanent holder and started pricing what the filings always described: a state-contingent allocator now funding its own preferred dividends, at the margin, from the Bitcoin beneath them. And the buffer is thinning. The cash reserve behind those dividends has fallen from $2.25 billion to $900 million. Against a preferred bill near $1.7 billion a year, that is roughly 6 months of runway. Be precise. This is not a death spiral. Strategy still holds 843,706 Bitcoin, worth more than $50 billion even now, and has more funding levers than almost any company alive. A real rally makes this a footnote, and the sell-side calling the reaction overdone is not wrong on the fundamentals. But the regime has changed. The question is no longer Bitcoin’s price on any given day. It is the cadence of the dividend declarations and the path of that reserve. Bitcoin did not acquire a yield. The wrapper acquired liabilities. This week the market learned that difference costs far more than 32 coins.

Shanaka Anslem Perera ⚡

165,572 views • 2 months ago

Colombian singer-songwriter Yeison Jimenez among six people killed after the plane carrying him and part of his team crashed and burst into flames as they headed for a concert due to take place last night. The pilot, the co-pilot and four passengers, including Yeison, all died in the crash shortly after the aircraft took off from Juan José Rondón Airport in Colombia. His photographer Weisman Mora, who published a poignant last video of them on the plane as it taxied down the runway, has also been named as one of the victims. They were heading towards the city of Medellin where Yeison was due to perform. The fatal crash happened just after 4pm local time yesterday afternoon – two hours after Yeison and three members of his team were pictured buying cheese in a shop near to the airport where the singer posed for selfies with staff. Colombia’s Civil Aviation Authority said: “Following the arrival of emergency services and the National Police at the crash site, the deaths of all six occupants of the aircraft have been confirmed. Among the victims is the renowned popular music artist Yeison Jimenez." Yeison Jimenez, full name Yeison Orlando Jimenez Galeano, was one of the most well-known artists of so-called “musica popular” – often used to refer to a folk music genre which originated in the north-west part of Colombia in the 1930s and 1940s.
0:12

Colombian singer-songwriter Yeison Jimenez among six people killed after the plane carrying him and part of his team crashed and burst into flames as they headed for a concert due to take place last night. The pilot, the co-pilot and four passengers, including Yeison, all died in the crash shortly after the aircraft took off from Juan José Rondón Airport in Colombia. His photographer Weisman Mora, who published a poignant last video of them on the plane as it taxied down the runway, has also been named as one of the victims. They were heading towards the city of Medellin where Yeison was due to perform. The fatal crash happened just after 4pm local time yesterday afternoon – two hours after Yeison and three members of his team were pictured buying cheese in a shop near to the airport where the singer posed for selfies with staff. Colombia’s Civil Aviation Authority said: “Following the arrival of emergency services and the National Police at the crash site, the deaths of all six occupants of the aircraft have been confirmed. Among the victims is the renowned popular music artist Yeison Jimenez." Yeison Jimenez, full name Yeison Orlando Jimenez Galeano, was one of the most well-known artists of so-called “musica popular” – often used to refer to a folk music genre which originated in the north-west part of Colombia in the 1930s and 1940s.

Breaking Aviation News & Videos

151,152 views • 7 months ago

🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:
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🚀ASST TO $700 PER SHARE?!?🚀 YOU THINK I'M JOKING? THINK AGAIN, BUCKO. Current ASST snapshot: BTC holdings: 15,000.5 BTC BTC price: $80,593 Bitcoin NAV: $1.21B Total debt: $10M Preferred outstanding: $495.95M Debt + preferred: $505.95M Amplification ratio: 41.9% Current stock price: $15.85 Now here’s the model, and this isn't MOONBOY NONSENSE, kids. This is with Bitcoin at $750k in 2036, not $1 million in 2034. ASST maintains their current 41.9% amplification ratio for 10 years. Translation for normal people: For every $1.00 of Bitcoin NAV, ASST keeps roughly $0.419 of senior claims through debt/preferred financing. The bears hear that and immediately start sweating through a Men’s Wearhouse suit. But this is the actual machine. As Bitcoin rises, the Bitcoin NAV rises. When the NAV rises, the old preferred stack becomes smaller relative to the treasury. So ASST issues more SATA to keep amplification at 41.9%. That new SATA capital buys more Bitcoin. Then Bitcoin goes up again. Then the NAV goes up again. Then the amplification ratio drops again. Then they issue more SATA again. Then they buy more Bitcoin again. This is how you turn a balance sheet into a legally registered orange crocodile. Now we add the funding mix: 75% of new Bitcoin accumulation comes from SATA. 25% comes from issuing common stock. And the common stock is issued at 1.2x EV mNAV. Meaning they are selling equity at a 20% premium to the enterprise value of the Bitcoin stack. That matters. Because issuing common below NAV is financial self-harm. Issuing common above NAV is accretive treasury sorcery. Now assume Bitcoin compounds at 25% per year for 10 years. BTC price goes from: $80,593 today to roughly: $750,579 in year 10 That is a 9.3x move in Bitcoin. Now what happens to ASST? Starting BTC stack: 15,000.5 BTC Projected year 10 BTC stack: 143,425 BTC That is 9.6x more Bitcoin. Starting Bitcoin NAV: $1.21B Projected year 10 Bitcoin NAV: $107.65B That is 89x larger. Now the bears will say: “BUT THE PREFERREDS!” Yes, Carl. The preferreds are the point. Senior claims rise from $505.95M to $45.11B because the model intentionally keeps amplification at 41.9%. That sounds terrifying until you remember the Bitcoin NAV grew to $107.65B. The stack got bigger. The senior claims got bigger. The common equity claim got bigger too. This is where CEBE comes in. CEBE = Common Equity Bitcoin Exposure. It answers the only question that matters: After debt and preferred holders get their claim, how much Bitcoin exposure does the common shareholder really own? Today: Gross BPS: 20,222 sats CEBE/share: 11,759 sats Year 10: Gross BPS: 95,380 sats CEBE/share: 55,416 sats That means common-equity Bitcoin exposure per share rises about 4.7x. Even after common issuance. Even after maintaining the preferred stack. Even after the bears finish their sacred ritual of screaming “DILUTION” into a spreadsheet they opened sideways. Now the share count. Current implied diluted shares: 74.2M Projected year 10 shares: 150.4M So yes, the share count roughly doubles in this model. But the Bitcoin stack goes 9.6x. This is the entire game. If Bitcoin holdings grow much faster than shares outstanding, the common shareholder’s Bitcoin exposure goes up. The bears think all issuance is bad because they learned finance from a Yahoo message board during a divorce. The actual question is: Does issuance increase Bitcoin per share after senior claims? In this model, yes. Now the stock price. Strict 1.2x EV mNAV model gets ASST to about: $559/share But if we anchor the model to today’s actual ASST price of $15.85, the same growth path gets you to roughly: $696/share Call it $700. There it is. ASST to $700 per share is not “vibes.” It is a model. BTC compounds at 25%. SATA funds 75% of accumulation. Common funds 25% at 1.2x EV mNAV. Amplification stays at 41.9%. BTC stack grows from 15,000 BTC to 143,425 BTC. Bitcoin NAV goes from $1.21B to $107.65B. CEBE/share goes from 11,759 sats to 55,416 sats. The stock goes from $15.85 to roughly $700. This is why small Bitcoin treasury companies are so insane. Strategy is the Death Star. ASST is the weird little orange lab experiment in the basement where someone accidentally discovers corporate finance methamphetamine. Tiny denominator. Preferred financing. Bitcoin accumulation. Premium equity issuance. CEBE expansion. A compounding treasury loop. The bear case is that dilution kills the common. The bull case is that accretive dilution plus preferred financing creates a Bitcoin-per-share machine that eats capital markets and leaves behind a pile of traumatized short sellers asking why their model still says “book value.” ASST to $700? If the machine works, yes. If Bitcoin does 25% CAGR, absolutely possible. If SATA scales and common gets issued above NAV, the goblin gets fed. And once the goblin gets fed, the spreadsheet starts looking like it was written by Saylor, Dylan LeClair, and a sleep-deprived Austrian economist locked inside a treasury dashboard with three Celsius energy drinks. This is not financial advice. This is FINANCIAL ENTERTAINMENT:

Adam Livingston

66,707 views • 3 months ago

Confirmed by Happy Market staff – they’ve finally begun to reach out to me. Minister of Homeland Security, Labour & Technology had been using CEO’s office at Happy Market for sex, including with Fathmath Leena (his former secretary). He does it on a green sofa. It'd usually take place after he drops his daughter at school, between 7.30 am and 8.00 am and continued until 25 Feb 2025, when I exposed his nude thing with the WAMCO and Volleyball player Sofa. Since then, he's stopped it. Leena asked him for financial assistance on more than one occasion and I’ve been told Ihusaan has consistently provided her with assistance, including during the COVID period. She’s not the only one. He has also been involved with another employee named Sana. In 2023, she was rewarded with a trip to Germany in exchange for sex. To give the appearance of a legitimate business trip, a man named Ablo was included, to make it seem professional. Sana was asked to keep it secret, but she spoke about it after returning, revealing that she had slept with him. The only people present in the building when he has sex are Bangladeshi cleaners. They’ve witnessed these women arriving regularly, both early in the morning and at times late in the evening. Happy Market currently has no CEO, the COO is the son of Happy Market’s Naeem. But CEO’s office remains reserved for Ihusaan’s use.
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Sensitive content

Confirmed by Happy Market staff – they’ve finally begun to reach out to me. Minister of Homeland Security, Labour & Technology had been using CEO’s office at Happy Market for sex, including with Fathmath Leena (his former secretary). He does it on a green sofa. It'd usually take place after he drops his daughter at school, between 7.30 am and 8.00 am and continued until 25 Feb 2025, when I exposed his nude thing with the WAMCO and Volleyball player Sofa. Since then, he's stopped it. Leena asked him for financial assistance on more than one occasion and I’ve been told Ihusaan has consistently provided her with assistance, including during the COVID period. She’s not the only one. He has also been involved with another employee named Sana. In 2023, she was rewarded with a trip to Germany in exchange for sex. To give the appearance of a legitimate business trip, a man named Ablo was included, to make it seem professional. Sana was asked to keep it secret, but she spoke about it after returning, revealing that she had slept with him. The only people present in the building when he has sex are Bangladeshi cleaners. They’ve witnessed these women arriving regularly, both early in the morning and at times late in the evening. Happy Market currently has no CEO, the COO is the son of Happy Market’s Naeem. But CEO’s office remains reserved for Ihusaan’s use.

Hassan Kurusee

169,842 views • 1 year ago

It doesn’t matter what Brian Wilson says here, not one person at the club will stand up to someone with a shareholding of 34.7%. The Chief Executive Officer is the chief of nothing at Celtic. He bows at the altar of the moustachioed one and has to seek permission to spend anything above a certain low-bar threshold. We’ve brought in 5 loanees during this window and failed to spend a single penny in transfer fees, making a net profit on transfers this season of circa £13m. Michael Nicholson has presided over failure after failure, but tonight should be his final act. His position, along with Chris McKay’s, is untenable.
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It doesn’t matter what Brian Wilson says here, not one person at the club will stand up to someone with a shareholding of 34.7%. The Chief Executive Officer is the chief of nothing at Celtic. He bows at the altar of the moustachioed one and has to seek permission to spend anything above a certain low-bar threshold. We’ve brought in 5 loanees during this window and failed to spend a single penny in transfer fees, making a net profit on transfers this season of circa £13m. Michael Nicholson has presided over failure after failure, but tonight should be his final act. His position, along with Chris McKay’s, is untenable.

Paul John Dykes

100,889 views • 6 months ago

China's central bank has now bought gold for 19 months straight, the largest official buyer on earth. And this week, as gold broke 4,000 dollars, China's biggest banks moved to push ordinary Chinese out of leveraged gold trading, with at least one warning it will liquidate any position not closed by month-end. Both are true at once, and together they explain what this crash really is. Start with what is being banned, because the words matter. ICBC and a string of other banks are shutting down retail trading in what the Chinese themselves call paper gold, the margined, leveraged contracts where you bet on the price without ever owning a bar. Some banks lifted the margin requirement to 140 percent to choke the leverage off before closing the products outright. Physical gold, meanwhile, stays wide open. Coins, bars, savings plans, ETFs, all fine. It is only the paper, the leverage, the casino, that is being shut, the last step in a five-year retreat that the crash just finished. Officially this is about protecting small investors, and that part is real. The same kind of leverage wiped out a wave of Chinese retail in a 2020 commodity blowup. But set the ban beside what the state is doing and something larger comes into view. While its citizens are pushed out of the paper, the People's Bank of China has spent those same 19 months buying the physical metal, more than two thousand three hundred tonnes of it now, accumulating straight through a 28 percent crash that scared everyone else out. Beijing is not trading gold. It is hoarding it. That is the strategy in one frame. China looked at the two things both called gold, the paper bet and the physical bar, and made a choice no Western government would make. It is taking the metal for the state and closing the casino for everyone else. The reason sits in a single date. 2022, when Russia's reserves were frozen with a keystroke. That taught every country outside the Western system one lesson: dollars in an account can be switched off, gold in your own vault cannot. So China is building its monetary independence out of the one asset nobody can freeze, and it does not want that foundation in the hands of leveraged traders who panic-sell in a crash, or priced by a paper market it does not control. Watch this month and the two worlds split in real time. Western investors were forced out of their gold by margin calls and a rate scare. China's central bank bought that exact dip with both hands. One side treats gold as a trade. The other treats it as the floor under a currency. The West is selling paper gold and calling it a crash. China is buying physical gold and calling it a foundation. In ten years, only one of them will look like it understood what gold was for. The metal is already moving to that side.
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China's central bank has now bought gold for 19 months straight, the largest official buyer on earth. And this week, as gold broke 4,000 dollars, China's biggest banks moved to push ordinary Chinese out of leveraged gold trading, with at least one warning it will liquidate any position not closed by month-end. Both are true at once, and together they explain what this crash really is. Start with what is being banned, because the words matter. ICBC and a string of other banks are shutting down retail trading in what the Chinese themselves call paper gold, the margined, leveraged contracts where you bet on the price without ever owning a bar. Some banks lifted the margin requirement to 140 percent to choke the leverage off before closing the products outright. Physical gold, meanwhile, stays wide open. Coins, bars, savings plans, ETFs, all fine. It is only the paper, the leverage, the casino, that is being shut, the last step in a five-year retreat that the crash just finished. Officially this is about protecting small investors, and that part is real. The same kind of leverage wiped out a wave of Chinese retail in a 2020 commodity blowup. But set the ban beside what the state is doing and something larger comes into view. While its citizens are pushed out of the paper, the People's Bank of China has spent those same 19 months buying the physical metal, more than two thousand three hundred tonnes of it now, accumulating straight through a 28 percent crash that scared everyone else out. Beijing is not trading gold. It is hoarding it. That is the strategy in one frame. China looked at the two things both called gold, the paper bet and the physical bar, and made a choice no Western government would make. It is taking the metal for the state and closing the casino for everyone else. The reason sits in a single date. 2022, when Russia's reserves were frozen with a keystroke. That taught every country outside the Western system one lesson: dollars in an account can be switched off, gold in your own vault cannot. So China is building its monetary independence out of the one asset nobody can freeze, and it does not want that foundation in the hands of leveraged traders who panic-sell in a crash, or priced by a paper market it does not control. Watch this month and the two worlds split in real time. Western investors were forced out of their gold by margin calls and a rate scare. China's central bank bought that exact dip with both hands. One side treats gold as a trade. The other treats it as the floor under a currency. The West is selling paper gold and calling it a crash. China is buying physical gold and calling it a foundation. In ten years, only one of them will look like it understood what gold was for. The metal is already moving to that side.

Shanaka Anslem Perera ⚡

327,003 views • 1 month ago

$BTC UPDATE My long on #BTC is closed My plan has changed: 1. First long zone – $64,700 (DONE) 2. Second long zone – $62,500/$61,200 (DONE) 3. There is a Head and Shoulders pattern on the 1D chart (DONE) 4. First target – $68,500/$69,400 (DONE) 5. Second target – $72K (DONE) 6. Third target – $76K (SEE EXPLANATION BELOW) 7. After that, I expect the final drop to begin in August/September. Bitcoin reached my targets within two days - this shows the strength of the market at the moment. Therefore, I’m considering the possibility of a new target. As I mentioned before, once $BTC reaches our targets, we should see an altcoin rally - and it has already started. As I said earlier, buying spot through DCA is not a bad idea. My $ETH long is still open, while my $BTC long was closed at $69K. To open a short, I need to see bearish structure first. I’m not going to try to catch a knife, so I haven’t opened a short yet. If anything changes, I’ll let you know! DYOR. REMINDER: I warned about the BTC bull trap at $82K, the summer drop, and the SPACE X decline before they even happened. MY NEXT CALL WILL BE THE BIGGEST ONE OF THIS CYCLE. TURN ON NOTIFICATIONS. MOST PEOPLE WILL FOLLOW ME TOO LATE.
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$BTC UPDATE My long on #BTC is closed My plan has changed: 1. First long zone – $64,700 (DONE) 2. Second long zone – $62,500/$61,200 (DONE) 3. There is a Head and Shoulders pattern on the 1D chart (DONE) 4. First target – $68,500/$69,400 (DONE) 5. Second target – $72K (DONE) 6. Third target – $76K (SEE EXPLANATION BELOW) 7. After that, I expect the final drop to begin in August/September. Bitcoin reached my targets within two days - this shows the strength of the market at the moment. Therefore, I’m considering the possibility of a new target. As I mentioned before, once $BTC reaches our targets, we should see an altcoin rally - and it has already started. As I said earlier, buying spot through DCA is not a bad idea. My $ETH long is still open, while my $BTC long was closed at $69K. To open a short, I need to see bearish structure first. I’m not going to try to catch a knife, so I haven’t opened a short yet. If anything changes, I’ll let you know! DYOR. REMINDER: I warned about the BTC bull trap at $82K, the summer drop, and the SPACE X decline before they even happened. MY NEXT CALL WILL BE THE BIGGEST ONE OF THIS CYCLE. TURN ON NOTIFICATIONS. MOST PEOPLE WILL FOLLOW ME TOO LATE.

Tony Research

312,087 views • 1 day ago

“With God’s help I will stand under my huppa and be able to step on the glass.” Former hostage Eliya Cohen has left the hospital after foot surgery, in a wheelchair pushed by his friend Omri Rozenblit, a soldier who lost his leg in Gaza during the fighting against Hamas following October 7. Eliya was shot in the bomb shelter at Nova and kidnapped by Hamas on October 7. Released after 505 days, he initially refused surgery until all the hostages were freed. Going to the hospital was also deeply triggering for him, as it brought back the trauma he endured in a hospital in Gaza. Now, as he begins to rebuild his life and heal alongside his fiancée Ziv Abud, he has finally chosen to undergo treatment for his injury. In a heartfelt video, he said that standing on his own two feet at his wedding and breaking the glass “will be the greatest victory of all.” Indeed, seeing young brave men who have been through so much continue to live, smile, walk, get married, and support one another is the greatest victory of all. Am Yisrael Chai 🇮🇱
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“With God’s help I will stand under my huppa and be able to step on the glass.” Former hostage Eliya Cohen has left the hospital after foot surgery, in a wheelchair pushed by his friend Omri Rozenblit, a soldier who lost his leg in Gaza during the fighting against Hamas following October 7. Eliya was shot in the bomb shelter at Nova and kidnapped by Hamas on October 7. Released after 505 days, he initially refused surgery until all the hostages were freed. Going to the hospital was also deeply triggering for him, as it brought back the trauma he endured in a hospital in Gaza. Now, as he begins to rebuild his life and heal alongside his fiancée Ziv Abud, he has finally chosen to undergo treatment for his injury. In a heartfelt video, he said that standing on his own two feet at his wedding and breaking the glass “will be the greatest victory of all.” Indeed, seeing young brave men who have been through so much continue to live, smile, walk, get married, and support one another is the greatest victory of all. Am Yisrael Chai 🇮🇱

Hen Mazzig

20,230 views • 4 months ago

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.
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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.

EndGame Macro

33,374 views • 1 month ago

🔥🚨BREAKING: It has been reported that Kamala Harris marriage is in shambles and headed for a split as Doug Emhoff’s scandals are blamed for losing presidency. One source exclusively told DailyMail: 'There's plenty of blame to go around as far as Kamala is concerned and Doug has his share. 'Doug did Kamala no favors during the election – frankly, he looked like a hypocritical a** after the bombshells that he had got his child's nanny pregnant while married to his first wife and assaulted his ex-girlfriend on the heels of his 'I am woman' crusade.' Despite their brave united front at the inauguration and at President Jimmy Carter's January 9 funeral, those close to the couple believe all is not 'hunky dory' between them. And word is the husband of California girl Kamala has already signed up for a job with a Big Apple law firm which would require them to split their time between New York and Los Angeles.
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🔥🚨BREAKING: It has been reported that Kamala Harris marriage is in shambles and headed for a split as Doug Emhoff’s scandals are blamed for losing presidency. One source exclusively told DailyMail: 'There's plenty of blame to go around as far as Kamala is concerned and Doug has his share. 'Doug did Kamala no favors during the election – frankly, he looked like a hypocritical a** after the bombshells that he had got his child's nanny pregnant while married to his first wife and assaulted his ex-girlfriend on the heels of his 'I am woman' crusade.' Despite their brave united front at the inauguration and at President Jimmy Carter's January 9 funeral, those close to the couple believe all is not 'hunky dory' between them. And word is the husband of California girl Kamala has already signed up for a job with a Big Apple law firm which would require them to split their time between New York and Los Angeles.

Dom Lucre | Breaker of Narratives

5,316,934 views • 1 year ago

That's Mariyappan Thangavelu. Just few hours back he won India's 🇮🇳 first ever Gold Medal in High Jump at World Para Athletics. Media won't share stories of such incredible athletes. But should know more about him. At the age of 5, he met with an accident where a drunk bus driver ran over his right leg that permanently disabled his knee. His school physical education teacher encouraged him to try high jump and he excelled at it. Comes from a humble background, he was was raised by a single mother working as a daily wage labourer and vegetable seller to support the family. Despite this setback, he completed his schooling and earned a bachelor's degree in business administration. At the 2016 Rio Paralympics, he won the gold medal for India. In 2020 Tokyo Paralympics he could have won the gold again but the rains made the conditions difficand settled for a silver. He is a Padma Shri and Arjuna Award winner. And won the Dhyan Chand Khel Ratna award in 2020 which is India's highest sporting honor. He used all his prize money to buy a paddy field for his mother and built a better house for his family. Mariyappan believes that his right deformed big toe helps him to get the leap. “This is what gives me leverage when I jump,” he says. “It is my God.” India is a country of amazing sporting talent. But we also need to be a country to celebrate all sports athletes. Everyone doesn't get brand deals and sponsors. The only fuel for these athletes is their grit and determination. Our only job is to cheer them and share their stories.
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That's Mariyappan Thangavelu. Just few hours back he won India's 🇮🇳 first ever Gold Medal in High Jump at World Para Athletics. Media won't share stories of such incredible athletes. But should know more about him. At the age of 5, he met with an accident where a drunk bus driver ran over his right leg that permanently disabled his knee. His school physical education teacher encouraged him to try high jump and he excelled at it. Comes from a humble background, he was was raised by a single mother working as a daily wage labourer and vegetable seller to support the family. Despite this setback, he completed his schooling and earned a bachelor's degree in business administration. At the 2016 Rio Paralympics, he won the gold medal for India. In 2020 Tokyo Paralympics he could have won the gold again but the rains made the conditions difficand settled for a silver. He is a Padma Shri and Arjuna Award winner. And won the Dhyan Chand Khel Ratna award in 2020 which is India's highest sporting honor. He used all his prize money to buy a paddy field for his mother and built a better house for his family. Mariyappan believes that his right deformed big toe helps him to get the leap. “This is what gives me leverage when I jump,” he says. “It is my God.” India is a country of amazing sporting talent. But we also need to be a country to celebrate all sports athletes. Everyone doesn't get brand deals and sponsors. The only fuel for these athletes is their grit and determination. Our only job is to cheer them and share their stories.

Dilip Kumar

183,943 views • 2 years ago