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Michael Saylor just made a STATEMENT. Buy #102: $1.28 BILLION deployed in 7 days. 📊 The numbers: - Strategy bought: 17,994 BTC - Miners produced: 3,150 BTC - MSTR captured: 571% of weekly supply 🔥 The flex: Strategy bought as much Bitcoin THIS WEEK as miner RIOT holds in... show more

Tyler Rowe

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221,518 Aufrufe • vor 5 Monaten •via X (Twitter)

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Michael Saylor just proved something massive. Welcome to the STRETCH Revolution. Buy #103: $1.57 BILLION deployed in 7 days. 📊 The numbers: - Strategy bought: 22,337 BTC - Miners produced: 3,150 BTC - MSTR captured: 709% of weekly supply 💰 STRC trading volumes this week: - Monday: $300M - Tuesday: $435M (record) - Wednesday: $460M (new record) - Thursday: $740M (SHATTERED) - Friday: $300M (post ex-div) $1.18B raised through Stretch ALONE. No other fixed income product trades like this. 🔥 The comparisons: - This week: Bought entire Bullish treasury (6th largest) - YTD 2026: 88,568 BTC = 2x the size of XXI (3rd largest BTCTC) 📈 Year-to-date: - Buying 2.66x faster than global mining - Total holdings: 761,000 BTC - Supply vacuum: 55,268 BTC Back-to-back weeks: 17,994 + 22,337 = 40,331 BTC in 14 days $2.85 BILLION deployed Michael Saylor just created a new capital markets weapon. 🟠 Full breakdown 👇 Track every move: BitcoinTreasuries.NET

Michael Saylor just proved something massive. Welcome to the STRETCH Revolution. Buy #103: $1.57 BILLION deployed in 7 days. 📊 The numbers: - Strategy bought: 22,337 BTC - Miners produced: 3,150 BTC - MSTR captured: 709% of weekly supply 💰 STRC trading volumes this week: - Monday: $300M - Tuesday: $435M (record) - Wednesday: $460M (new record) - Thursday: $740M (SHATTERED) - Friday: $300M (post ex-div) $1.18B raised through Stretch ALONE. No other fixed income product trades like this. 🔥 The comparisons: - This week: Bought entire Bullish treasury (6th largest) - YTD 2026: 88,568 BTC = 2x the size of XXI (3rd largest BTCTC) 📈 Year-to-date: - Buying 2.66x faster than global mining - Total holdings: 761,000 BTC - Supply vacuum: 55,268 BTC Back-to-back weeks: 17,994 + 22,337 = 40,331 BTC in 14 days $2.85 BILLION deployed Michael Saylor just created a new capital markets weapon. 🟠 Full breakdown 👇 Track every move: BitcoinTreasuries.NET

Tyler Rowe

139,735 Aufrufe • vor 5 Monaten

JUST IN: BILLIONAIRE MICHAEL SAYLOR JUST TOLD A ROOM FULL OF INSTITUTIONS THAT HE IS BUYING "ALL OF THE #BITCOIN BEING MINED IN THE WORLD" "WE BOUGHT 5.3 BTC FOR EVERY BTC CREATED BY A MINER" SAYLOR IS ON AN ABSOLUTE WARPATH 🔥

JUST IN: BILLIONAIRE MICHAEL SAYLOR JUST TOLD A ROOM FULL OF INSTITUTIONS THAT HE IS BUYING "ALL OF THE #BITCOIN BEING MINED IN THE WORLD" "WE BOUGHT 5.3 BTC FOR EVERY BTC CREATED BY A MINER" SAYLOR IS ON AN ABSOLUTE WARPATH 🔥

The Bitcoin Historian

136,359 Aufrufe • vor 5 Monaten

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

170,555 Aufrufe • vor 1 Monat

JUST IN: Michael Saylor says, "We've bought $11 billion of Bitcoin so far this year, we're already buying at 2x the rate they're able to produce it." "We're at $24 billion run rate... that instrument alone going to buy 2-3x the Bitcoin supply produced by miners." He wants to buy all the Bitcoin produced between now and 2140.

JUST IN: Michael Saylor says, "We've bought $11 billion of Bitcoin so far this year, we're already buying at 2x the rate they're able to produce it." "We're at $24 billion run rate... that instrument alone going to buy 2-3x the Bitcoin supply produced by miners." He wants to buy all the Bitcoin produced between now and 2140.

Simply Bitcoin

22,327 Aufrufe • vor 3 Monaten

How was Michael Saylor able to buy $2.5B of Bitcoin this week? Adam Back explains $STRC to The Block 👇 "It's a proposition bet. I need $ to buy BTC. Lend it to me at 10%. Then buy BTC b/c it's gone up 60% in 10 years. Even if it decays, it's a good arbitrage." Full 📺 in the 🧵

How was Michael Saylor able to buy $2.5B of Bitcoin this week? Adam Back explains $STRC to The Block 👇 "It's a proposition bet. I need $ to buy BTC. Lend it to me at 10%. Then buy BTC b/c it's gone up 60% in 10 years. Even if it decays, it's a good arbitrage." Full 📺 in the 🧵

Gareth Jenkinson

64,263 Aufrufe • vor 4 Monaten

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING! This is NOT a rumor anymore. Strategy has officially sold 3,588 BTC worth around $216 MILLION. The sale reduced its total holdings to 843,775 BTC. And the timing is insane. The last major sale happened in 2022. Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now Strategy has sold more than 5x that amount. Strategy currently has: → 843,775 BTC → $2.55B in cash reserves → Around 17 months of dividend and interest coverage → Massive unrealized losses → MSTR under heavy pressure The BTC was sold to refill cash reserves and fund dividend payments. This changes everything. For years, Saylor told everyone to NEVER sell Bitcoin. Now Strategy is selling BTC to protect its balance sheet. And once the selling starts, the pressure loop becomes REAL: MSTR dumps → raising capital gets harder → cash reserves fall → more pressure to sell BTC. Strategy still controls around 2.8% of all Bitcoin. Selling just 1% of its remaining holdings would mean: → 8,438 BTC Selling 5% would mean: → 42,189 BTC That is the REAL black swan. The biggest corporate Bitcoin holder is no longer only buying. It is now officially selling. Turn notifications on. I’ll post the exact moment I start loading spot.

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING! This is NOT a rumor anymore. Strategy has officially sold 3,588 BTC worth around $216 MILLION. The sale reduced its total holdings to 843,775 BTC. And the timing is insane. The last major sale happened in 2022. Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now Strategy has sold more than 5x that amount. Strategy currently has: → 843,775 BTC → $2.55B in cash reserves → Around 17 months of dividend and interest coverage → Massive unrealized losses → MSTR under heavy pressure The BTC was sold to refill cash reserves and fund dividend payments. This changes everything. For years, Saylor told everyone to NEVER sell Bitcoin. Now Strategy is selling BTC to protect its balance sheet. And once the selling starts, the pressure loop becomes REAL: MSTR dumps → raising capital gets harder → cash reserves fall → more pressure to sell BTC. Strategy still controls around 2.8% of all Bitcoin. Selling just 1% of its remaining holdings would mean: → 8,438 BTC Selling 5% would mean: → 42,189 BTC That is the REAL black swan. The biggest corporate Bitcoin holder is no longer only buying. It is now officially selling. Turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

137,475 Aufrufe • vor 1 Monat

🚨 MICHAEL SAYLOR IS ABOUT TO SELL BITCOIN 🚨 And it's much worse for the market than you think. Let me explain Saylor built the most aggressive Bitcoin accumulation machine in corporate history The model was simple: 1. Raise capital 2. Buy BTC 3. Reinvest returns 4. Repeat Every dip was a buy. Every week a new purchase. 5 years straight BUT Then Q1 2026 happened BTC dropped from 87k to 68k in three months. Strategy posted a $12.54B loss But even that's not the real problem Here's the real problem To fund the machine, Saylor issued STRC - preferred stock paying investors 11.5% annual dividend $8.5 billion raised - all of it went into BTC The catch - dividends don't stop when Bitcoin drops Strategy now owes investors $1.2 billion every single year. Regardless of price So yesterday Saylor admitted it publicly The man who screamed "never sell your Bitcoin" on every podcast - may now sell Bitcoin In isolation, selling to cover dividends isn't catastrophic But the narrative just broke And once the narrative breaks, the damage is structural Here's how it plays out Every time BTC drops and stays low - Strategy sells more BTC to cover the $1.2B obligation Every sale pushes price down Lower price means more BTC needed to cover the same obligation Which means more and more selling Strategy holds 818,000 BTC - 3.9% of all Bitcoin that will ever exist At current prices, covering annual dividends alone requires selling roughly 15,500 BTC per year That's not a number the market quietly absorbs For 5 years Saylor was the floor under every dip Now he's potentially the ceiling June 8 - shareholder vote on dividends. Watch that date BTC doesn't like forced sellers. It never has NOTIFS ON!

🚨 MICHAEL SAYLOR IS ABOUT TO SELL BITCOIN 🚨 And it's much worse for the market than you think. Let me explain Saylor built the most aggressive Bitcoin accumulation machine in corporate history The model was simple: 1. Raise capital 2. Buy BTC 3. Reinvest returns 4. Repeat Every dip was a buy. Every week a new purchase. 5 years straight BUT Then Q1 2026 happened BTC dropped from 87k to 68k in three months. Strategy posted a $12.54B loss But even that's not the real problem Here's the real problem To fund the machine, Saylor issued STRC - preferred stock paying investors 11.5% annual dividend $8.5 billion raised - all of it went into BTC The catch - dividends don't stop when Bitcoin drops Strategy now owes investors $1.2 billion every single year. Regardless of price So yesterday Saylor admitted it publicly The man who screamed "never sell your Bitcoin" on every podcast - may now sell Bitcoin In isolation, selling to cover dividends isn't catastrophic But the narrative just broke And once the narrative breaks, the damage is structural Here's how it plays out Every time BTC drops and stays low - Strategy sells more BTC to cover the $1.2B obligation Every sale pushes price down Lower price means more BTC needed to cover the same obligation Which means more and more selling Strategy holds 818,000 BTC - 3.9% of all Bitcoin that will ever exist At current prices, covering annual dividends alone requires selling roughly 15,500 BTC per year That's not a number the market quietly absorbs For 5 years Saylor was the floor under every dip Now he's potentially the ceiling June 8 - shareholder vote on dividends. Watch that date BTC doesn't like forced sellers. It never has NOTIFS ON!

NoName

57,733 Aufrufe • vor 3 Monaten

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!

bee🐝

111,647 Aufrufe • vor 3 Monaten

🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:

🔥BITCOIN HITS $80K - FULL MSTR + ASST UPDATE!🔥 Bitcoin just broke through $80,000 - but the price move may be only half the story. Strive just acquired another 1,110 BTC for $81.5 million, growing its Bitcoin treasury by roughly 5.5% in a single week. Meanwhile, Strategy has built approximately $6.69 billion of dollar liquidity around its enormous 840,447 BTC reserve while repurchasing $136 million of STRC. In this video I break down the new Strive and Strategy capital stacks, CEBE changes, what every $1,000 move in Bitcoin now does to Strategy's balance sheet, the historical Bitcoin cycle setup, and why the combination of rising BTC prices and increasingly sophisticated corporate Bitcoin treasury machines could become an extraordinary capital flywheel:

Adam Livingston

17,546 Aufrufe • vor 8 Tagen

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor may sold $1.25 billion worth of Bitcoin. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+ Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may have sold around $1.25B of Bitcoin in 2026. This is NOT confirmed. But the same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor may sold $1.25 billion worth of Bitcoin. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+ Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may have sold around $1.25B of Bitcoin in 2026. This is NOT confirmed. But the same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

192,292 Aufrufe • vor 2 Monaten

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

"Strategy is the JPMorgan of the crypto economy." I join Kelly Evans and Dominic Chu on CNBC today to discuss $MSTR and $BTC. 00:53 - Bitcoin’s bear cycle, macro headwinds, and how Strategy is navigating volatility through active capital management 02:05 - Legislative clarity as the catalyst for tokenization, stablecoins, bank adoption, and Bitcoin’s role as an inflation hedge 02:45 - Why Strategy is not a forced seller of $BTC, and why Bitcoin Per Share matters more than average cost 03:43 - Net Bitcoin accumulation: ~170,000 BTC added this year and 35x more bitcoin bought than sold 04:02 - Why Strategy sells bitcoin: funding dividends, buying back $STRC below par, and increasing Bitcoin Per Share 05:01 - Strategy’s Bitcoin scale: 842,138 BTC, over 4% of total supply, and the largest institutional Bitcoin position 05:36 - Balance sheet flexibility: $4B of USD reserves and multiple ways to fund dividend obligations 06:00 - The Clarity Act, executive rulemaking, and why regulatory decisions matter for the broader digital asset industry

Phong Le

422,301 Aufrufe • vor 29 Tagen

$MSTR “My investment thesis is you buy technology companies that have a dominant place in their industry that are going to eat everything, and then you just wait.” - Michael Saylor If you embraced Saylor’s bet in 2020, sat through the volatility, and ignored the general advice along the way, you’ve achieved an annualized return most investors would dream of. Strategy despite two 70–80% drawdowns, has still compounded at 41% annually since adopting the Bitcoin Standard, outperforming Bitcoin itself over the same period. That bet started with 21,454 BTC acquired for $250 million. Today, it stands at 843,775 BTC, representing 4% of the entire Bitcoin network. If you believe Bitcoin remains the dominant monetary network, Strategy now owns roughly 20× more Bitcoin than the world’s second largest corporate holder. And while Bitcoin has spent much of this year under pressure, Strategy has still accumulated roughly 4× the entire treasury of the world’s second largest corporate holder, through its upgraded capital acquisition engine in $STRC I understand why Michael doesn’t spend much time asking for advice. Whether you agree with every decision or not, he’s spent six years executing one thesis with remarkable consistency. Mission Strategy. $BTC $MSTR $STRC

$MSTR “My investment thesis is you buy technology companies that have a dominant place in their industry that are going to eat everything, and then you just wait.” - Michael Saylor If you embraced Saylor’s bet in 2020, sat through the volatility, and ignored the general advice along the way, you’ve achieved an annualized return most investors would dream of. Strategy despite two 70–80% drawdowns, has still compounded at 41% annually since adopting the Bitcoin Standard, outperforming Bitcoin itself over the same period. That bet started with 21,454 BTC acquired for $250 million. Today, it stands at 843,775 BTC, representing 4% of the entire Bitcoin network. If you believe Bitcoin remains the dominant monetary network, Strategy now owns roughly 20× more Bitcoin than the world’s second largest corporate holder. And while Bitcoin has spent much of this year under pressure, Strategy has still accumulated roughly 4× the entire treasury of the world’s second largest corporate holder, through its upgraded capital acquisition engine in $STRC I understand why Michael doesn’t spend much time asking for advice. Whether you agree with every decision or not, he’s spent six years executing one thesis with remarkable consistency. Mission Strategy. $BTC $MSTR $STRC

Zaid 🟧

28,537 Aufrufe • vor 1 Monat

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

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

Adam Livingston

54,417 Aufrufe • vor 3 Monaten

“Never sell your Bitcoin” was never meant as: “Never make intelligent financial decisions.” When Michael Saylor talks about potentially selling BTC from the $MSTR balance sheet, he’s talking about strategic capital allocation designed to maximize long-term Bitcoin ownership. That’s very different from: “I sold my Bitcoin to buy a sports car.” Before selling Bitcoin, always ask yourself: Will this thing I’m buying still matter in 10 years? 20 years? 100 years? Because Bitcoin probably will. As Saylor said: "You don’t sell Cyber Manhattan for a horse and buggy."

“Never sell your Bitcoin” was never meant as: “Never make intelligent financial decisions.” When Michael Saylor talks about potentially selling BTC from the $MSTR balance sheet, he’s talking about strategic capital allocation designed to maximize long-term Bitcoin ownership. That’s very different from: “I sold my Bitcoin to buy a sports car.” Before selling Bitcoin, always ask yourself: Will this thing I’m buying still matter in 10 years? 20 years? 100 years? Because Bitcoin probably will. As Saylor said: "You don’t sell Cyber Manhattan for a horse and buggy."

Alex 👽

97,024 Aufrufe • vor 3 Monaten

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Remember when Michael Saylor told everyone to SELL THEIR KIDNEY before selling Bitcoin? Now read this again: He just sold 3,588 BTC for $216 MILLION. One month ago, Strategy sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Remember when Michael Saylor told everyone to SELL THEIR KIDNEY before selling Bitcoin? Now read this again: He just sold 3,588 BTC for $216 MILLION. One month ago, Strategy sold only 32 BTC. And a 32 BTC sale was enough to push Bitcoin to its lowest level in months. Now Strategy announced a sale of 20,000 BTC ($1.25 billion). And this is happening at the worst possible moment: If Bitcoin loses $58,000, this will not be one normal dump. More than $1.7 billion in longs gets liquidated. This will initiate the largest liquidation cascade in history. The company everyone relied on to buy every dip has now turned into Bitcoin’s worst enemy. And here’s the part nobody wants to hear: The more brutal the flush, the closer we get to the real market cycle bottom. This is how market cycle bottoms form. Keep in mind: I’ve called every major market top and bottom for over 10 YEARS. I was one of the only people who called the top in October, and I’ll do it again, that’s literally my job. If you still haven’t followed me, you’ll regret it.

DANNY

92,326 Aufrufe • vor 1 Monat

Michael Saylor’s All In Bitcoin Bet Genius Masterstroke or History’s Boldest Corporate Gamble. 🤔 Today, Strategy owns hundreds of thousands of Bitcoin worth tens of billions of dollars. No public company has ever made a bet this large on a single asset. If Bitcoin continues climbing, Saylor could be remembered as one of the greatest investors of this generation. But if Bitcoin stumbles, this could become one of the biggest corporate gambles Wall Street has ever witnessed. 😯 Back in 2020, Saylor made a decision that stunned investors. Instead of letting the company's cash sit in the bank, he started buying Bitcoin. Then he bought more. And more. Over the next several years, the company transformed itself into the largest corporate holder of Bitcoin in the world, controlling more than four percent of the total Bitcoin supply. If Bitcoin reaches new highs, Michael Saylor's strategy could become one of the greatest corporate investment stories ever told. But if the market moves sharply in the opposite direction, history could remember it as one of the boldest financial experiments ever attempted. What do you think? Is Michael Saylor a visionary who saw the future before everyone else, or has he placed one of the biggest corporate bets in history?

Michael Saylor’s All In Bitcoin Bet Genius Masterstroke or History’s Boldest Corporate Gamble. 🤔 Today, Strategy owns hundreds of thousands of Bitcoin worth tens of billions of dollars. No public company has ever made a bet this large on a single asset. If Bitcoin continues climbing, Saylor could be remembered as one of the greatest investors of this generation. But if Bitcoin stumbles, this could become one of the biggest corporate gambles Wall Street has ever witnessed. 😯 Back in 2020, Saylor made a decision that stunned investors. Instead of letting the company's cash sit in the bank, he started buying Bitcoin. Then he bought more. And more. Over the next several years, the company transformed itself into the largest corporate holder of Bitcoin in the world, controlling more than four percent of the total Bitcoin supply. If Bitcoin reaches new highs, Michael Saylor's strategy could become one of the greatest corporate investment stories ever told. But if the market moves sharply in the opposite direction, history could remember it as one of the boldest financial experiments ever attempted. What do you think? Is Michael Saylor a visionary who saw the future before everyone else, or has he placed one of the biggest corporate bets in history?

Donald J Trump Posts TruthSocial

41,233 Aufrufe • vor 1 Monat

An MIT student made $800,000 in just 45 days using literally only Claude. Never traded BTC before. Now his bot hits 85 out of 100 trades like it’s nothing. No magic or luck - just pure mechanics and numbers. His wallet: $837,436 total profit. 1,735 trades. 45 days. That’s 38 trades per day. A junior quant typically runs just 1 backtest per week. I completely reverse-engineered his strategy, analyzed every single trade, and verified every transaction. I ran his 45-day record through PolyBench - new arXiv benchmark (2604.14199) that evaluates LLMs on live Polymarket CLOB snapshots. The market priced BTC > $80K at 0.3% probability. His model said 35%. He bought 60K contracts. The market caught up. He doesn’t predict BTC. He exploits the spread between what his model knows and what the crowd hasn’t priced in yet. Just look at this god-like trades: $178 → $29,742 - BTC UP on May 3 (x167.2) $3,089 -> $126,286 - BTC UP April (x40.9) $2,369 -> $82,480 - BTC DOWN March (x34.8) $1,206 -> $37,939 - BTC DOWN Apr 4 (x31.5) $1,685 -> $45,139 - BTC UP Apr 23 (x26.8) Horizon Score: 91/100. Sharpe ratio: 4.82. Max drawdown: -8.4%. Recovery: 2.1 days. Daily edge: $18,610. Robustness matrix across 7 assets x 6 timeframes - the edge holds in every single cell BTC has ever traded in. A college kid with Claude + Horizon now runs the same execution stack as a $40B prop shop. Big institutions still can’t touch Polymarket - it’s too small and too reputationally risky. The window is wide open. Save this - full reverse-engineered breakdown. Or better yet, just start copying every one of his trades right now while the window is still open:

An MIT student made $800,000 in just 45 days using literally only Claude. Never traded BTC before. Now his bot hits 85 out of 100 trades like it’s nothing. No magic or luck - just pure mechanics and numbers. His wallet: $837,436 total profit. 1,735 trades. 45 days. That’s 38 trades per day. A junior quant typically runs just 1 backtest per week. I completely reverse-engineered his strategy, analyzed every single trade, and verified every transaction. I ran his 45-day record through PolyBench - new arXiv benchmark (2604.14199) that evaluates LLMs on live Polymarket CLOB snapshots. The market priced BTC > $80K at 0.3% probability. His model said 35%. He bought 60K contracts. The market caught up. He doesn’t predict BTC. He exploits the spread between what his model knows and what the crowd hasn’t priced in yet. Just look at this god-like trades: $178 → $29,742 - BTC UP on May 3 (x167.2) $3,089 -> $126,286 - BTC UP April (x40.9) $2,369 -> $82,480 - BTC DOWN March (x34.8) $1,206 -> $37,939 - BTC DOWN Apr 4 (x31.5) $1,685 -> $45,139 - BTC UP Apr 23 (x26.8) Horizon Score: 91/100. Sharpe ratio: 4.82. Max drawdown: -8.4%. Recovery: 2.1 days. Daily edge: $18,610. Robustness matrix across 7 assets x 6 timeframes - the edge holds in every single cell BTC has ever traded in. A college kid with Claude + Horizon now runs the same execution stack as a $40B prop shop. Big institutions still can’t touch Polymarket - it’s too small and too reputationally risky. The window is wide open. Save this - full reverse-engineered breakdown. Or better yet, just start copying every one of his trades right now while the window is still open:

cvxv666

69,518 Aufrufe • vor 3 Monaten

🚨 BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $62K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one

🚨 BITCOIN IS BEING MANIPULATED, AND I HAVE PROOF MICHAEL SAYLOR BEGINS SELLING $BTC Man who said "you do not sell your Bitcoin" is now selling Bitcoin Market reacts with immediate panic selling: $BTC < $62K Let that sink in Strategy holds 843,738 BTC - purchased for $63.87 billion at an average price of $75,700 per coin That's the largest corporate Bitcoin position in history And for years, Saylor repeated same thing over and over: Never sell. Never waver. Never flinch Then on an earnings call in May 2026, he said this: "We will probably sell some Bitcoin to fund a dividend - just to inoculate market" That single sentence broke a 5-year religion Here's what changed Strategy now carries $1.5B in annual preferred-stock dividend obligations Those dividends have to be paid in cash Bitcoin doesn't pay dividends So Saylor faces a choice: dilute shareholders with new equity, take on more debt or sell some BTC He chose door number three And there's more Company is sitting on $2.2 billion in unrealized tax benefits tied to high-cost-basis Bitcoin Selective sales could harvest those benefits - legally reducing their tax bill while offloading coins at the same time This isn't panic. This is optimization But here's what the market isn't pricing in Strategy owns approximately 4% of all Bitcoin that will ever exist If they become a consistent seller - even of small amounts - bid structure for BTC changes permanently Every fund, every ETF, every HODLer built their thesis on one assumption: Saylor is a buyer. Always That assumption just died The only time Strategy sold Bitcoin before this was December 2022 - 704 BTC for $11.8 million, purely for a tax loss This time the motivation is structural. Recurring. Tied to obligations that don't go away Watch the Coinbase Prime wallet Watch the 8-K filings The first real sale won't be announced - it'll be discovered I've been tracking institutional Bitcoin flows for years When the signal turns, I post it here first Turn on notifications. You'll want to be early on this one

Simba

65,952 Aufrufe • vor 2 Monaten