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đŸ”„Strategy's STRC is the FIXED INCOME KILLER APPđŸ”„ 11% dividends on an annualized basis. PAID MONTHLY. This SMOKES every other traditional fixed income product. And the dividends are ROC, which means they are TAX-DEFERRED. These are NOT taxed as income. Every “safe yield” product in America is the same...

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Adam Livingston

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61,147 Aufrufe ‱ vor 7 Monaten ‱via X (Twitter)

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🚹WHY STRC IS THE GREATEST EARLY RETIREMENT FIXED INCOME EVER CREATED🚹 Tired of being financially waterboarded by "safe" investments that pay less than a high school lunch lady? This is the most violently honest retirement income breakdown you've ever seen. I dismantle the entire fixed income industry and torch everything from annuities to rental properties to altcoin staking scams. You’ll learn why STRC, with its 11% monthly-paid, tax-deferred yield, is the final form of retirement income in a country where the middle class is a pound of ground chicken away from collapse. Traditional advice is a LIE. STRC is cashflow without compromise. Bonds, REITs, and dividend stocks get PUBLICLY EXECUTED. Real estate? Hope you like methhead ferrets and busted HVACs. STRETCH YOUR INCOME WITH STRC:
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🚹WHY STRC IS THE GREATEST EARLY RETIREMENT FIXED INCOME EVER CREATED🚹 Tired of being financially waterboarded by "safe" investments that pay less than a high school lunch lady? This is the most violently honest retirement income breakdown you've ever seen. I dismantle the entire fixed income industry and torch everything from annuities to rental properties to altcoin staking scams. You’ll learn why STRC, with its 11% monthly-paid, tax-deferred yield, is the final form of retirement income in a country where the middle class is a pound of ground chicken away from collapse. Traditional advice is a LIE. STRC is cashflow without compromise. Bonds, REITs, and dividend stocks get PUBLICLY EXECUTED. Real estate? Hope you like methhead ferrets and busted HVACs. STRETCH YOUR INCOME WITH STRC:

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STRC is a glorified T-Bill. Incredibly over-hyped by the Bitcoin community. 11.5% variable yield that is going to decrease over time. Not 11.5% in perpetuity. Zero capital upside. It is better than a "money market fund" or "HYSA"? Sure, but that's a low bar to beat. Nobody builds wealth with these types of products. It's not the best Strategy preferred stock by any means. That's STRK. The fixed payment of $8 per share actually makes it far more attractive from an income perspective over the long-term. STRC is 11.5% annualized right now, but if/when BTC rallies & the Fed cuts rates, that's going to drop much lower. STRK gives you actual fixed income PLUS capital upside (non-expiring MSTR call option).
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STRC is a glorified T-Bill. Incredibly over-hyped by the Bitcoin community. 11.5% variable yield that is going to decrease over time. Not 11.5% in perpetuity. Zero capital upside. It is better than a "money market fund" or "HYSA"? Sure, but that's a low bar to beat. Nobody builds wealth with these types of products. It's not the best Strategy preferred stock by any means. That's STRK. The fixed payment of $8 per share actually makes it far more attractive from an income perspective over the long-term. STRC is 11.5% annualized right now, but if/when BTC rallies & the Fed cuts rates, that's going to drop much lower. STRK gives you actual fixed income PLUS capital upside (non-expiring MSTR call option).

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STRC bi-monthly dividend & Institutional Signal - The market wants a high yield money market, something different than any equity or fixed income instrument that exists today. - This only works because Bitcoin is a closed system. - Phong Le: “We think one of the big opportunities of STRC is to borrow against it” - So long as STRC's market cap continues to grow, i.e. more buyers than sellers, there will exist an overnight arbitrage on the ex dividend date greater than the 11.5% annualized return of STRC. - This video scratches the surface of how STRC will price and what the liquidity will look like in a rising Bitcoin and STRC market cap environment.
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STRC bi-monthly dividend & Institutional Signal - The market wants a high yield money market, something different than any equity or fixed income instrument that exists today. - This only works because Bitcoin is a closed system. - Phong Le: “We think one of the big opportunities of STRC is to borrow against it” - So long as STRC's market cap continues to grow, i.e. more buyers than sellers, there will exist an overnight arbitrage on the ex dividend date greater than the 11.5% annualized return of STRC. - This video scratches the surface of how STRC will price and what the liquidity will look like in a rising Bitcoin and STRC market cap environment.

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

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đŸ”„I BOUGHT MORE MSTR BECAUSE THE MATH IS INSANE!đŸ”„ In this video, I expose why Strategy (MSTR) is the most undervalued Bitcoin superweapon in the market. And why Wall Street still thinks it’s a Bitcoin ETF with a gambling problem. While your financial advisor is feeding your retirement into a 60/40 woodchipper, Saylor is out here issuing STRC like it’s methadone for bond managers. 11% yield, monthly payouts, and they don’t even realize they’re buying him more Bitcoin on your behalf. STRC is the fixed-income trojan horse. MSTR is the orange citadel it funds. I break down the STRC flywheel, the 5% mNAV premium arbitrage, the recursive BTC-per-share compounding mechanism, and how MSTR can grow your Bitcoin stack by 17%, 34%, or even 51% this year alone... WITHOUT A SINGLE DOLLAR OF NEW DILUTION! THIS IS THE ORANGE SINGULARITY:

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 vs 376k BTC/year in corporate absorption Why $1 million per BTC is the mathematical clearing price. The bond market is 150× larger than Bitcoin. The flywheel already operates across continents. PRICE IS THE FINAL VARIABLE:

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SAYLOR NOW PAYING 11% CASH DIVIDENDS WITH STRC - TOO GOOD TO BE TRUE? They told you 11% paid monthly must be a scam. They said it was “too risky.” They said “where are the cash flows?” Then they went back to buying government bonds from a country that can’t pay its bills without printing. In this video, I break down STRC, Michael Saylor’s income vehicle paying 11% cash, paid monthly, and why it’s making traditional finance people short-circuit. This is what happens when a product: ‱ Already has decades of dividend coverage on the balance sheet ‱ Doesn’t need refinancing windows to stay alive ‱ Doesn’t depend on consumers, confidence, or GDP fairy tales ‱ Pays real cash while fiat melts quietly Meanwhile, the same critics call it “dangerous” while lending money to: ‱ Governments running permanent deficits ‱ Corporations drowning in rollover debt ‱ Pensions powered by optimism and vibes We’re going to walk through why STRC is being priced like junk credit despite behaving nothing like it, how cash-backed income breaks the modern risk framework, and why people trained on spreadsheets panic when money actually already exists.
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SAYLOR NOW PAYING 11% CASH DIVIDENDS WITH STRC - TOO GOOD TO BE TRUE? They told you 11% paid monthly must be a scam. They said it was “too risky.” They said “where are the cash flows?” Then they went back to buying government bonds from a country that can’t pay its bills without printing. In this video, I break down STRC, Michael Saylor’s income vehicle paying 11% cash, paid monthly, and why it’s making traditional finance people short-circuit. This is what happens when a product: ‱ Already has decades of dividend coverage on the balance sheet ‱ Doesn’t need refinancing windows to stay alive ‱ Doesn’t depend on consumers, confidence, or GDP fairy tales ‱ Pays real cash while fiat melts quietly Meanwhile, the same critics call it “dangerous” while lending money to: ‱ Governments running permanent deficits ‱ Corporations drowning in rollover debt ‱ Pensions powered by optimism and vibes We’re going to walk through why STRC is being priced like junk credit despite behaving nothing like it, how cash-backed income breaks the modern risk framework, and why people trained on spreadsheets panic when money actually already exists.

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. Michael Saylor explains how STRC is designed as a generational wealth tool - and why the tax structure makes it unlike anything else in fixed income. "When you receive the dividend, you reduce your basis in the investment by the amount of the dividend. So if we pay you $10 in dividends on a $100 share, you reduce your basis to $90, but you pay no tax." "If you give it to your daughter, or you give it to your son in your will, they get a step up in the basis to $100, and they collect another $100 worth of dividends, tax deferred." "Your family might very well collect dividends for 20 years, all tax deferred, which you can reinvest. And you can't do that with a bond. And you can't do that with a normal preferred stock." Strategy
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. Michael Saylor explains how STRC is designed as a generational wealth tool - and why the tax structure makes it unlike anything else in fixed income. "When you receive the dividend, you reduce your basis in the investment by the amount of the dividend. So if we pay you $10 in dividends on a $100 share, you reduce your basis to $90, but you pay no tax." "If you give it to your daughter, or you give it to your son in your will, they get a step up in the basis to $100, and they collect another $100 worth of dividends, tax deferred." "Your family might very well collect dividends for 20 years, all tax deferred, which you can reinvest. And you can't do that with a bond. And you can't do that with a normal preferred stock." Strategy

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11,002 Aufrufe ‱ vor 2 Monaten

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đŸ”„HOW TO MAKE BILLIONS OF DOLLARS WITH STRC + BITCOINđŸ”„ Corporate America is currently executing trillions in shareholder cash in broad daylight while calling it “fiduciary duty.” These khaki-pants cowards are parking billions in T-bills at 3.6%, patting themselves on the back for not losing money, and pretending they’re protecting you
 while inflation eats the real value. I show exactly what happens when you rotate 40% into STRC at 11.5% with dividends auto-swept into Bitcoin compounding at 25-30%. A number so obscene it makes their entire decade of operating profit look like spare change. The math is simple. The spread is real. The only variable is whether these spineless treasury departments have the spine - or the mandate - to stop preserving their own careers and start compounding actual shareholder capital for once. THIS IS A PUBLIC EXECUTION OF FINANCIAL MEDIOCRITY:

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Coffeezilla thinks that $STRC is going to fail because it's 11.5% yield is "Too good to be true" comparing it to the Terra Luna moment and described it as a "Ponzi Scheme". There's absolutely no substance to his claims because he doesn't understand it. He sees the headline interest return and then compares it to every other high yield return product but spectacularly misses the fact that this product is nothing like them. Saylor recently did an interview with Bankless and mentioned there were '3 types of people in the world - Optimists, Pessimists & Alarmists". Coffeezilla in this instance is an alarmist. He says that Strategy are 'not obligated to pay you the yield'. Correct....but it's clearly not in their interest to not pay the divided, so why would they not? As Saylor correctly says: "You need to have a stochastic view of the world. We could list 100 things that could go wrong, but the real threat is you get hit by a truck because you're not looking both ways while you cross the street." $STRC is the real deal. Anyone who has watched it closely over the past 8+ months will tell you that.
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Coffeezilla thinks that $STRC is going to fail because it's 11.5% yield is "Too good to be true" comparing it to the Terra Luna moment and described it as a "Ponzi Scheme". There's absolutely no substance to his claims because he doesn't understand it. He sees the headline interest return and then compares it to every other high yield return product but spectacularly misses the fact that this product is nothing like them. Saylor recently did an interview with Bankless and mentioned there were '3 types of people in the world - Optimists, Pessimists & Alarmists". Coffeezilla in this instance is an alarmist. He says that Strategy are 'not obligated to pay you the yield'. Correct....but it's clearly not in their interest to not pay the divided, so why would they not? As Saylor correctly says: "You need to have a stochastic view of the world. We could list 100 things that could go wrong, but the real threat is you get hit by a truck because you're not looking both ways while you cross the street." $STRC is the real deal. Anyone who has watched it closely over the past 8+ months will tell you that.

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39,873 Aufrufe ‱ vor 4 Monaten

I joined Laura K. Inamedinova at the Xapo Bank Conference in London on July 1 for a fireside chat on Bitcoin as Digital Capital, the emergence of Digital Credit, and the path to Bitcoin-backed Digital Money. Fix the money, fix the world. $BTC 00:42 — Bitcoin below $60K and the mission: “Fix the money, fix the world” 01:27 — Bitcoin as the dominant Digital Capital network and the next great digital transformation 02:55 — Bitcoin Dominance approaching 69–70% and why “the flippening” debate is over 04:21 — The next layers: Digital Credit and Digital Money built on Bitcoin 06:56 — Strategy as an institutional gateway: attracting $64–65B into Bitcoin across equity, derivatives, credit, and money markets 12:28 — $STRC: bitcoin-backed preferred equity designed to create asset-backed Digital Credit 15:33 — The $STRC breakthrough: potential tax-deferred credit dividends backed by unrealized Bitcoin gains 18:18 — Digital Credit on Digital Capital: the killer app of a $50B bitcoin-backed balance sheet 19:48 — Digital Money: zero-volatility, fiat-pegged, yield-bearing bitcoin-backed assets 22:32 — Stress testing $STRC through deeper Bitcoin drawdowns 25:51 — $STRC vs. Bitcoin in the bear market: stripping ~90% of Bitcoin’s downside volatility 27:04 — Transparent Digital Credit: modeling risk from Bitcoin price and volatility every 15 seconds 30:34 — The builder roadmap: “If you want to make money, make the money” 32:27 — $STRC, $SATA, and the credit layer behind bitcoin-backed Digital Money 36:20 — Wrapping Digital Money as accounts, funds, public products, or tokens 41:27 — Creating Digital Credit on Digital Capital, then Digital Money on Digital Credit 43:00 — 2026 headwinds: geopolitics, the Fed, AI capital rotation, and digital asset regulation 44:54 — Potential catalysts: $STRC returning to par, Digital Credit reaccelerating, and capital flowing back to Digital Capital 46:01 — Why current market conditions may be a strong entry point for Digital Money builders
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Michael Saylor

464,696 Aufrufe ‱ vor 1 Monat

🚹HOW SAYLOR AND STRATEGY WILL EAT ENTIRE INDUSTRIES🚹 Global finance is about to get sentimental in the worst possible way. Bonds are crying in the shower, banks are stress eating, and pension funds are looking up “career change” on Google because Michael Saylor just figured out how to issue yield backed by the one asset that does not inflate, expire, or bend the knee to central banks. This is asset-class euthanasia dressed in a suit. I break down exactly how Bitcoin backed perpetual preferreds are about to embarrass the entire fixed income market, force CFOs into an existential crisis, and trigger the largest capital migration since humans discovered that fire is better than freezing to death. If you think Wall Street hates Bitcoin now, wait until they realize Saylor is offering 8 to 13 percent yield while they are still selling bonds that yield a bowl of lukewarm oatmeal.
23:45

🚹HOW SAYLOR AND STRATEGY WILL EAT ENTIRE INDUSTRIES🚹 Global finance is about to get sentimental in the worst possible way. Bonds are crying in the shower, banks are stress eating, and pension funds are looking up “career change” on Google because Michael Saylor just figured out how to issue yield backed by the one asset that does not inflate, expire, or bend the knee to central banks. This is asset-class euthanasia dressed in a suit. I break down exactly how Bitcoin backed perpetual preferreds are about to embarrass the entire fixed income market, force CFOs into an existential crisis, and trigger the largest capital migration since humans discovered that fire is better than freezing to death. If you think Wall Street hates Bitcoin now, wait until they realize Saylor is offering 8 to 13 percent yield while they are still selling bonds that yield a bowl of lukewarm oatmeal.

Adam Livingston

209,844 Aufrufe ‱ vor 8 Monaten

$MSTR How does Strategy defend the peg on $STRC if a large seller were to dump? The answer was remarkably simple. The instrument defends itself. That is the design. If you want the best takeaway from today’s call, it’s probably Michael Saylor explaining the mechanics of defending $STRC in the video below. It’s something I had thought about often. But it is incredible how Saylor manages to simplify it and make it make complete sense. As long as Strategy maintains its consistency and its focus on $STRC as its flagship product, the instrument remains remarkably stable. And the reason is the relationships and the pools of capital that surround it. If a large seller pulls $STRC below the peg on any given day, that creates an opportunity for a hedge fund to step in and capture the move back up, knowing Strategy will deploy its resources to restore it. And all of this happens while retail interest continues to pour in from buyers who are not here to hedge. Every large seller is met with another buyer who sees value. The capital base only grows wider over time. This should tell Strategy investors exactly why the company has placed $STRC at the front of everything it does. It now understands just how rigid and stable this instrument is built to be. The more you understand the design, the harder it is to bet against it. $BTC $MSTR $STRC
2:50

$MSTR How does Strategy defend the peg on $STRC if a large seller were to dump? The answer was remarkably simple. The instrument defends itself. That is the design. If you want the best takeaway from today’s call, it’s probably Michael Saylor explaining the mechanics of defending $STRC in the video below. It’s something I had thought about often. But it is incredible how Saylor manages to simplify it and make it make complete sense. As long as Strategy maintains its consistency and its focus on $STRC as its flagship product, the instrument remains remarkably stable. And the reason is the relationships and the pools of capital that surround it. If a large seller pulls $STRC below the peg on any given day, that creates an opportunity for a hedge fund to step in and capture the move back up, knowing Strategy will deploy its resources to restore it. And all of this happens while retail interest continues to pour in from buyers who are not here to hedge. Every large seller is met with another buyer who sees value. The capital base only grows wider over time. This should tell Strategy investors exactly why the company has placed $STRC at the front of everything it does. It now understands just how rigid and stable this instrument is built to be. The more you understand the design, the harder it is to bet against it. $BTC $MSTR $STRC

Zaid 🟧

27,390 Aufrufe ‱ vor 3 Monaten

$MSTR Saifedean is a great thinker, but he’s an ideologue. And the problem with ideologues is they model the future based on past patterns, without accounting for the most disruptive variable of all: changing technology. Saifedean’s world is one where, under a Bitcoin standard, time preference naturally falls. People accumulate hard money, they become patient, credit disappears, and humanity converges on a purely equity-based system. It’s elegant. But it assumes a version of human rationality that technology is actively dismantling in real time. Look around you. The defining trend of the last decade has been the opposite of patience. Instant delivery. Reels over essays. Fast food over cooking. Two-day shipping became same-day. Same-day became one hour. The most consumed content format on earth is a fifteen-second video. Artificial intelligence is accelerating this further, removing every remaining friction between want and fulfillment. The world is not trending towards lower time preference. It is trending towards zero patience at scale
 What Saylor understood that Saifedean hasn’t is that real capital markets require you to look at the world the way it is. Bitcoin is a long-horizon, zero-yield, maximum-patience asset living inside a civilization that is becoming structurally more short-term by the day
 Most people will never hold Bitcoin. Most of them have rent due, mortgages to pay, and no bandwidth to understand monetary debasement. They need yield now. They need capital now. Saylor’s answer to that has been to build a bridge. $MSTR pulls in the long-term thinkers (Institutions, the Bitcoin maximalists with decade-long conviction) and uses their capital as a foundation to issue products that meet everyone else where they are. The most popular of Strategy’s preferred instruments ($STRC) pays monthly rather than quarterly. And the demand of late is pushing it now towards semi-monthly. This is Saylor reading the market correctly. $STRC went from zero to $8 billion in under a year, filling a massive structural gap in the market. Saifedean is right that Bitcoin changes money. But he’s wrong that it changes human nature. As long as there are people with capital and people who need it, and technology keeps compressing time horizons, there will be credit. There will be yield. There will be instruments that meet people where they are. An ideologue dreams of the world he wants. The capitalist builds for the world that exists. Saylor is the capitalist. $BTC $MSTR $STRC
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$MSTR Saifedean is a great thinker, but he’s an ideologue. And the problem with ideologues is they model the future based on past patterns, without accounting for the most disruptive variable of all: changing technology. Saifedean’s world is one where, under a Bitcoin standard, time preference naturally falls. People accumulate hard money, they become patient, credit disappears, and humanity converges on a purely equity-based system. It’s elegant. But it assumes a version of human rationality that technology is actively dismantling in real time. Look around you. The defining trend of the last decade has been the opposite of patience. Instant delivery. Reels over essays. Fast food over cooking. Two-day shipping became same-day. Same-day became one hour. The most consumed content format on earth is a fifteen-second video. Artificial intelligence is accelerating this further, removing every remaining friction between want and fulfillment. The world is not trending towards lower time preference. It is trending towards zero patience at scale
 What Saylor understood that Saifedean hasn’t is that real capital markets require you to look at the world the way it is. Bitcoin is a long-horizon, zero-yield, maximum-patience asset living inside a civilization that is becoming structurally more short-term by the day
 Most people will never hold Bitcoin. Most of them have rent due, mortgages to pay, and no bandwidth to understand monetary debasement. They need yield now. They need capital now. Saylor’s answer to that has been to build a bridge. $MSTR pulls in the long-term thinkers (Institutions, the Bitcoin maximalists with decade-long conviction) and uses their capital as a foundation to issue products that meet everyone else where they are. The most popular of Strategy’s preferred instruments ($STRC) pays monthly rather than quarterly. And the demand of late is pushing it now towards semi-monthly. This is Saylor reading the market correctly. $STRC went from zero to $8 billion in under a year, filling a massive structural gap in the market. Saifedean is right that Bitcoin changes money. But he’s wrong that it changes human nature. As long as there are people with capital and people who need it, and technology keeps compressing time horizons, there will be credit. There will be yield. There will be instruments that meet people where they are. An ideologue dreams of the world he wants. The capitalist builds for the world that exists. Saylor is the capitalist. $BTC $MSTR $STRC

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