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STRATEGY IS BECOMING A MASSIVE $BTC DISTRIBUTION CHANNEL Saylor says around 100 million people are getting Bitcoin exposure through Strategy’s $MSTR common stock. That keeps the institutional-demand story alive and makes MSTR one of the clearest BTC proxy trades to watch. 🎥: MR SHIFT 🦁

CryptosRus

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20,710 次观看 • 3 个月前 •via X (Twitter)

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On Bloomberg TV: I explain $STRK, $STRF, $STRD, the risk of shorting $MSTR, the rise of Bitcoin Treasury Companies, our 100% BTC Strategy, debunk Quantum FUD, and show why AI is bullish for Bitcoin.

On Bloomberg TV: I explain $STRK, $STRF, $STRD, the risk of shorting $MSTR, the rise of Bitcoin Treasury Companies, our 100% BTC Strategy, debunk Quantum FUD, and show why AI is bullish for Bitcoin.

Michael Saylor

1,310,562 次观看 • 1 年前

SAYLOR WAS RIGHT ABOUT BITCOIN SUPPRESSION. ALLEGED “10 AM SUPPRESSION” BY JANE STREET NOW UNDER SCRUTINY. CLARITY BILL COULD BE NEXT. BTC IS PUMPING HARD, ADDING $125 BILLION TO MCAP TODAY. STRATEGY STOCK, MSTR, WAS THE MOST SHORTED STOCK. BITCOIN MASSIVE RALLY IS…Show more

SAYLOR WAS RIGHT ABOUT BITCOIN SUPPRESSION. ALLEGED “10 AM SUPPRESSION” BY JANE STREET NOW UNDER SCRUTINY. CLARITY BILL COULD BE NEXT. BTC IS PUMPING HARD, ADDING $125 BILLION TO MCAP TODAY. STRATEGY STOCK, MSTR, WAS THE MOST SHORTED STOCK. BITCOIN MASSIVE RALLY IS…Show more

The Money Ape

1,344,169 次观看 • 7 个月前

IF YOU ARE CONFUSED WHY MICHAEL SAYLOR $MSTR KEEPS RAISING MONEY USING MICRO STRATEGY STOCK AS COLLATERAL TO BUY $BTC BITCOIN Then watch these 3 minutes from 2021 where he explains what happened the first time they did this 4 years ago… Do you think it makes no sense?

IF YOU ARE CONFUSED WHY MICHAEL SAYLOR $MSTR KEEPS RAISING MONEY USING MICRO STRATEGY STOCK AS COLLATERAL TO BUY $BTC BITCOIN Then watch these 3 minutes from 2021 where he explains what happened the first time they did this 4 years ago… Do you think it makes no sense?

amit

238,735 次观看 • 2 年前

🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY - BITCOIN WILL FLIP GOLD🔥 Think Bitcoin is going to eventually flip gold as the world's #1 asset? In that case, you should be bullish on $MSTR! NAPKIN MATH: Let's make it simple with 20 million circulating BTC and gold also sees some inflows so it's $40T by the time the BTC flippening of gold happens. $40T / 20 million = $2 million per Bitcoin. When does this happen? No idea. Let's say it happens in 2038. Let's say zero MSTR mNAV expansion. Zero new Bitcoin acquired. They pay 12% on STRC until then. Dividends paid with MSTR issuance. They pay 0.55% on their debt and it never goes away (lol). RESULT: Bitcoin goes from $62,875 to $2 million. BTC return: 31.81x MSTR goes from $93.28 to approximately $4,253. MSTR return: 45.60x Again: Zero new Bitcoin acquired. Zero mNAV expansion. The preferreds remain outstanding. The debt remains outstanding. MSTR spends approximately $22.7 billion servicing STRC dividends and debt interest over the 12 years, entirely through common-stock issuance. And MSTR still outperforms Bitcoin. HOW DOES THAT HAPPEN? At the beginning, MSTR’s net senior claims equal approximately 292,251 BTC. At $2 million per Bitcoin, those exact same dollar claims equal only 9,188 BTC. The liabilities never disappear. They simply get beaten within an inch of their economic lives by the denominator. That releases approximately 283,064 BTC of residual value to the common equity without Strategy purchasing one additional sat. Common shareholders’ residual claim rises: 551,524 BTC → 834,587 BTC Paying 12 years of dividends and interest through MSTR issuance increases the share count by only: 384.6 million → 406.0 million Just 5.6% dilution. So CEBE per share rises: 143,404 sats → 205,562 sats That is 43.3% growth in claims-adjusted Bitcoin exposure per share while the gross Bitcoin treasury remains completely unchanged. The return equation becomes: 31.81x BTC appreciation × 1.433x CEBE-per-share growth × 1.00x mNAV change = 45.60x MSTR $10,000 invested in Bitcoin becomes approximately $318,000. $10,000 invested in MSTR becomes approximately. $456,000 MSTR creates roughly $138,000 of additional terminal wealth on the same $10,000 investment while buying zero additional Bitcoin. This is the part MSTR bears cannot process because their mental model of a capital structure is a shoebox with the word “DEBT” written on the lid in crayon. MSTR is not merely a static jar of Bitcoin. Common shareholders own the residual claim behind fixed-fiat liabilities wrapped around scarce collateral. As Bitcoin appreciates, those dollar liabilities consume fewer sats. The value released by that compression flows to common equity. At $2 million Bitcoin, the debt is still technically there. It just has the economic significance of a parking ticket taped to an aircraft carrier. The Bitcoin flippening would not merely dethrone gold. It would turn MSTR’s capital structure into a 12 year public execution of the dollar denominator:

🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY - BITCOIN WILL FLIP GOLD🔥 Think Bitcoin is going to eventually flip gold as the world's #1 asset? In that case, you should be bullish on $MSTR! NAPKIN MATH: Let's make it simple with 20 million circulating BTC and gold also sees some inflows so it's $40T by the time the BTC flippening of gold happens. $40T / 20 million = $2 million per Bitcoin. When does this happen? No idea. Let's say it happens in 2038. Let's say zero MSTR mNAV expansion. Zero new Bitcoin acquired. They pay 12% on STRC until then. Dividends paid with MSTR issuance. They pay 0.55% on their debt and it never goes away (lol). RESULT: Bitcoin goes from $62,875 to $2 million. BTC return: 31.81x MSTR goes from $93.28 to approximately $4,253. MSTR return: 45.60x Again: Zero new Bitcoin acquired. Zero mNAV expansion. The preferreds remain outstanding. The debt remains outstanding. MSTR spends approximately $22.7 billion servicing STRC dividends and debt interest over the 12 years, entirely through common-stock issuance. And MSTR still outperforms Bitcoin. HOW DOES THAT HAPPEN? At the beginning, MSTR’s net senior claims equal approximately 292,251 BTC. At $2 million per Bitcoin, those exact same dollar claims equal only 9,188 BTC. The liabilities never disappear. They simply get beaten within an inch of their economic lives by the denominator. That releases approximately 283,064 BTC of residual value to the common equity without Strategy purchasing one additional sat. Common shareholders’ residual claim rises: 551,524 BTC → 834,587 BTC Paying 12 years of dividends and interest through MSTR issuance increases the share count by only: 384.6 million → 406.0 million Just 5.6% dilution. So CEBE per share rises: 143,404 sats → 205,562 sats That is 43.3% growth in claims-adjusted Bitcoin exposure per share while the gross Bitcoin treasury remains completely unchanged. The return equation becomes: 31.81x BTC appreciation × 1.433x CEBE-per-share growth × 1.00x mNAV change = 45.60x MSTR $10,000 invested in Bitcoin becomes approximately $318,000. $10,000 invested in MSTR becomes approximately. $456,000 MSTR creates roughly $138,000 of additional terminal wealth on the same $10,000 investment while buying zero additional Bitcoin. This is the part MSTR bears cannot process because their mental model of a capital structure is a shoebox with the word “DEBT” written on the lid in crayon. MSTR is not merely a static jar of Bitcoin. Common shareholders own the residual claim behind fixed-fiat liabilities wrapped around scarce collateral. As Bitcoin appreciates, those dollar liabilities consume fewer sats. The value released by that compression flows to common equity. At $2 million Bitcoin, the debt is still technically there. It just has the economic significance of a parking ticket taped to an aircraft carrier. The Bitcoin flippening would not merely dethrone gold. It would turn MSTR’s capital structure into a 12 year public execution of the dollar denominator:

Adam Livingston

24,380 次观看 • 2 个月前

MSTR Shareholder Questions Strategy: I Bought $73K MSTR for My Kids. Now It’s Worth $20K At Strategy's Q2 2026 investor Q&A, livestreamed on Aug. 17, a shareholder said he had invested $73,000 in MSTR for each of his three children, that each investment is now worth only about $20,000, and asked whether the company would consider paying a dividend to common shareholders. CEO Phong Le responded that the company will not pay a common-stock dividend on MSTR, saying it is not the best use of capital. Executive Chairman Michael Saylor said MSTR is essentially an amplified Bitcoin exposure with volatility likely well above Bitcoin itself, and that common-stock investors should have at least a four-year holding horizon — ideally seven to ten years.

MSTR Shareholder Questions Strategy: I Bought $73K MSTR for My Kids. Now It’s Worth $20K At Strategy's Q2 2026 investor Q&A, livestreamed on Aug. 17, a shareholder said he had invested $73,000 in MSTR for each of his three children, that each investment is now worth only about $20,000, and asked whether the company would consider paying a dividend to common shareholders. CEO Phong Le responded that the company will not pay a common-stock dividend on MSTR, saying it is not the best use of capital. Executive Chairman Michael Saylor said MSTR is essentially an amplified Bitcoin exposure with volatility likely well above Bitcoin itself, and that common-stock investors should have at least a four-year holding horizon — ideally seven to ten years.

Wu Blockchain

16,141 次观看 • 1 个月前

🔥MSTR WILL BE MORE VALUABLE THAN APPLE - HERE'S WHY🔥 Apple built a $4 trillion consumer empire selling luxury rectangles to people who think blue text bubbles are a social caste system. Saylor looked at the same fiat world and said, “Cool. I’m going to turn Wall Street’s yield addiction into a Bitcoin acquisition machine.” In this video, we compare Apple and Strategy balance sheets, Apple’s cash, debt, buybacks, and services machine versus Strategy’s Bitcoin war chest, digital credit strategy, STRC engine, and the capital markets math that could eventually make MSTR one of the most valuable companies on Earth. Apple sells comfort. Strategy sells convexity. Saylor wins hands down. $MSTR $AAPL $BTC

🔥MSTR WILL BE MORE VALUABLE THAN APPLE - HERE'S WHY🔥 Apple built a $4 trillion consumer empire selling luxury rectangles to people who think blue text bubbles are a social caste system. Saylor looked at the same fiat world and said, “Cool. I’m going to turn Wall Street’s yield addiction into a Bitcoin acquisition machine.” In this video, we compare Apple and Strategy balance sheets, Apple’s cash, debt, buybacks, and services machine versus Strategy’s Bitcoin war chest, digital credit strategy, STRC engine, and the capital markets math that could eventually make MSTR one of the most valuable companies on Earth. Apple sells comfort. Strategy sells convexity. Saylor wins hands down. $MSTR $AAPL $BTC

Adam Livingston

22,115 次观看 • 5 个月前

Saylor: "It'll be shorter than previous $BTC winters... followed by a spring and then a glorious summer, so don't fear." "Makes no difference if Bitcoin goes all the way down? Yet your whole strategy at $MSTR is very much based on Bitcoin." Saylor: 👀

Saylor: "It'll be shorter than previous $BTC winters... followed by a spring and then a glorious summer, so don't fear." "Makes no difference if Bitcoin goes all the way down? Yet your whole strategy at $MSTR is very much based on Bitcoin." Saylor: 👀

Financelot

189,814 次观看 • 7 个月前

🚨 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 次观看 • 2 个月前

I ran a BRUTAL 3-year MSTR stress test. Not the cute kind. The “Bitcoin crashes 55% from here, mNAV collapses below 0.50x, capital markets are closed, cash gets burned, BTC has to be sold to pay the senior stack, and everyone on X is filming their victory lap in the clown mirror” kind. Starting point: BTC: $59,135 MSTR: $87.64 Total BTC: 847,363 Cash: $1.4B CEBE: 138,161 sats/share Claim ratio: 41.5% Then the model nukes BTC to $26,611 by month 6. The senior stack does exactly what fixed-dollar claims do when collateral crashes. It explodes in BTC terms. Senior claims go from 351,567 BTC to 819,073 BTC. Claim ratio spikes from 41.5% to 96.7%. Common equity BTC collapses from 495,796 BTC to 28,290 BTC. CEBE gets annihilated: 138,161 sats/share → 7,884 sats/share. MSTR stock gets modeled from $87.64 to $1.01. That is the horror movie. Would the stock price actually go this low in that scenario? I doubt it. 2022 had NEGATIVE -14,000+ of common equity sats exposure and the stock never dropped below $10. But here is where the bear case gets uncomfortable. The model assumes: Zero new BTC buys. Zero common issuance. $167.7M/month of obligations. Cash gone by month 9. BTC sales begin after cash is exhausted. Over 3 years, MSTR sells 115,727 BTC to keep servicing the stack. That is real damage. But it still ends with 731,636 BTC. Final state: BTC: $48,498 MSTR: $51.86 mNAV: 1.40x Common equity BTC: 274,093 CEBE: 76,380 sats/share Claim ratio: 62.5% MSTR survives. The common gets dragged through flaming glass for 18 months, but it survives. The real risk is not “instant bankruptcy" like all the FUD spreaders are telling you. The real risk is CEBE compression while fixed-dollar senior claims temporarily consume almost the entire Bitcoin stack in BTC-equivalent terms. Survival is not comfort. But death spiral? This model says no.

I ran a BRUTAL 3-year MSTR stress test. Not the cute kind. The “Bitcoin crashes 55% from here, mNAV collapses below 0.50x, capital markets are closed, cash gets burned, BTC has to be sold to pay the senior stack, and everyone on X is filming their victory lap in the clown mirror” kind. Starting point: BTC: $59,135 MSTR: $87.64 Total BTC: 847,363 Cash: $1.4B CEBE: 138,161 sats/share Claim ratio: 41.5% Then the model nukes BTC to $26,611 by month 6. The senior stack does exactly what fixed-dollar claims do when collateral crashes. It explodes in BTC terms. Senior claims go from 351,567 BTC to 819,073 BTC. Claim ratio spikes from 41.5% to 96.7%. Common equity BTC collapses from 495,796 BTC to 28,290 BTC. CEBE gets annihilated: 138,161 sats/share → 7,884 sats/share. MSTR stock gets modeled from $87.64 to $1.01. That is the horror movie. Would the stock price actually go this low in that scenario? I doubt it. 2022 had NEGATIVE -14,000+ of common equity sats exposure and the stock never dropped below $10. But here is where the bear case gets uncomfortable. The model assumes: Zero new BTC buys. Zero common issuance. $167.7M/month of obligations. Cash gone by month 9. BTC sales begin after cash is exhausted. Over 3 years, MSTR sells 115,727 BTC to keep servicing the stack. That is real damage. But it still ends with 731,636 BTC. Final state: BTC: $48,498 MSTR: $51.86 mNAV: 1.40x Common equity BTC: 274,093 CEBE: 76,380 sats/share Claim ratio: 62.5% MSTR survives. The common gets dragged through flaming glass for 18 months, but it survives. The real risk is not “instant bankruptcy" like all the FUD spreaders are telling you. The real risk is CEBE compression while fixed-dollar senior claims temporarily consume almost the entire Bitcoin stack in BTC-equivalent terms. Survival is not comfort. But death spiral? This model says no.

Adam Livingston

122,307 次观看 • 3 个月前

MSTR from $149 to $14,368 dollars per share is BEARISH. Assumptions: $2B/month preferred issuance (they're already doing this) 11.5% preferred cost (they never lower the rate, lol) 30% BTC CAGR (power law CAGR) 1.32x CEBE mNAV (multiple NEVER expands) Also, they NEVER issue common stock MSTR to buy more Bitcoin. Start today: 843,738 BTC 573,757 common equity BTC 163,144 CEBE sats/share $158.97 implied price Year 14: 2,064,691 BTC 1,942,234 common equity BTC 374,504 CEBE sats/share $14,368.51 implied price That is 90.4x in the model. Preferred balance goes from $15.5B to $351.5B. Senior claims fall from 270K BTC to 122K BTC. Claim ratio falls from 32.0% to 5.9%. This means they have so much room to issue more credit given this Bitcoin growth rate. Common equity BTC rises by 1.37M BTC. CEBE sats/share rise 129.6%. Shares rise 47.5%. If the Bitcoin treasury compounds faster than the fiat claims, the capital structure becomes a machine that transfers residual Bitcoin exposure back to common equity. This is Ownership Acceleration. CEBE is the scoreboard. Bullish Strategy. See you in 2040:

MSTR from $149 to $14,368 dollars per share is BEARISH. Assumptions: $2B/month preferred issuance (they're already doing this) 11.5% preferred cost (they never lower the rate, lol) 30% BTC CAGR (power law CAGR) 1.32x CEBE mNAV (multiple NEVER expands) Also, they NEVER issue common stock MSTR to buy more Bitcoin. Start today: 843,738 BTC 573,757 common equity BTC 163,144 CEBE sats/share $158.97 implied price Year 14: 2,064,691 BTC 1,942,234 common equity BTC 374,504 CEBE sats/share $14,368.51 implied price That is 90.4x in the model. Preferred balance goes from $15.5B to $351.5B. Senior claims fall from 270K BTC to 122K BTC. Claim ratio falls from 32.0% to 5.9%. This means they have so much room to issue more credit given this Bitcoin growth rate. Common equity BTC rises by 1.37M BTC. CEBE sats/share rise 129.6%. Shares rise 47.5%. If the Bitcoin treasury compounds faster than the fiat claims, the capital structure becomes a machine that transfers residual Bitcoin exposure back to common equity. This is Ownership Acceleration. CEBE is the scoreboard. Bullish Strategy. See you in 2040:

Adam Livingston

83,779 次观看 • 4 个月前

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

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

The Bitcoin Historian

77,736 次观看 • 3 个月前

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor’s Strategy may now sell up to $5 BILLION worth of Bitcoin. That equals 73,365 BTC. 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 be able to sell up to $5B worth of Bitcoin in 2026. 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. A $5B sale = 73,365 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’s Strategy may now sell up to $5 BILLION worth of Bitcoin. That equals 73,365 BTC. 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 be able to sell up to $5B worth of Bitcoin in 2026. 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. A $5B sale = 73,365 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

114,386 次观看 • 2 个月前

🚨 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 次观看 • 3 个月前

Phong Le, CEO of Strategy, explains that they would eventually sell Bitcoin instead of $MSTR to fund the dividends on the preferred shares if the mNAV trades below 1x and raising additional capital is difficult because it would be better for the BTC yield.

Phong Le, CEO of Strategy, explains that they would eventually sell Bitcoin instead of $MSTR to fund the dividends on the preferred shares if the mNAV trades below 1x and raising additional capital is difficult because it would be better for the BTC yield.

Tristan – Blocktrainer.de 🧡⚡️

170,450 次观看 • 10 个月前

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

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

Adam Livingston

46,305 次观看 • 2 个月前

When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BTC and cash reserves by ~$300 million, and $MSTR fell into the $13 range by year-end. We stayed focused, strengthened the company, and executed our strategy. Since then, Strategy has raised over $60 billion of additional capital and invested it in Bitcoin, adding more than 716,000 BTC. Today, our BTC and USD reserves exceed debt by ~$48 billion. Thank you to everyone who believed, endured, and took the long view.

When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BTC and cash reserves by ~$300 million, and $MSTR fell into the $13 range by year-end. We stayed focused, strengthened the company, and executed our strategy. Since then, Strategy has raised over $60 billion of additional capital and invested it in Bitcoin, adding more than 716,000 BTC. Today, our BTC and USD reserves exceed debt by ~$48 billion. Thank you to everyone who believed, endured, and took the long view.

Michael Saylor

1,707,685 次观看 • 3 个月前

Strategy spent 1,554 days stacking its first 252,220 BTC. 162 BTC/day. Since November 2024? 591,486 BTC in 568 days. 1,041 BTC/day. That is a 6.4x acceleration. ~31,700 BTC/month. ~380,000 BTC/year run rate. And the mouth-breathing crypto traders on here are criticizing this, thinking it's on the verge of collapse. The machine is just getting started, and they hate that. Bullish $MSTR.

Strategy spent 1,554 days stacking its first 252,220 BTC. 162 BTC/day. Since November 2024? 591,486 BTC in 568 days. 1,041 BTC/day. That is a 6.4x acceleration. ~31,700 BTC/month. ~380,000 BTC/year run rate. And the mouth-breathing crypto traders on here are criticizing this, thinking it's on the verge of collapse. The machine is just getting started, and they hate that. Bullish $MSTR.

Adam Livingston

78,366 次观看 • 3 个月前

🔥 “Strategy now holds 600,000 BTC. It’s so big, it might have a sovereign put.” — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Michael Saylor has stood up a scalable on-ramp for institutions/nation states seeking exposure without moving the market. He also compares BTC treasury valuation model to Exxon’s premium on oil proven reserves. 🎥 Watch the 2-min clip: #Bitcoin #MSTR #Saylor #BTC Clip from full video Forward Guidance with DK, David Grider, fejau and Tom.

🔥 “Strategy now holds 600,000 BTC. It’s so big, it might have a sovereign put.” — Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) Michael Saylor has stood up a scalable on-ramp for institutions/nation states seeking exposure without moving the market. He also compares BTC treasury valuation model to Exxon’s premium on oil proven reserves. 🎥 Watch the 2-min clip: #Bitcoin #MSTR #Saylor #BTC Clip from full video Forward Guidance with DK, David Grider, fejau and Tom.

J64

277,241 次观看 • 1 年前