Lessie East @EastLessie

@BitPaine What about selling BTC to buy back STRC or increase the cash reserve?

Beluga Whale Escapes Research Facility And Swims Hundreds Of Miles Back To Her Baby After months of permits and planning, a female beluga from Alaska’s Cook Inlet was moved to a marine research facility in Seward so scientists could study her recovery after giving birth before releasing her back into the wild. Her calf had already reached the age where it could survive without milk, so researchers believed the timing was safe. But what they didn’t account for was the part of motherhood that doesn’t show up on a chart. Staff said she spent her first days in the holding tank oddly calm, circling the same wall over and over, almost like she was memorizing the way out. Then, before sunrise, cameras caught her launching herself out of the research basin and into the bay. Because she had been tagged for tracking, crews followed her signal as she pushed through open water, traveling hundreds of miles back toward Cook Inlet. Days later, she was spotted near the same stretch of water where her calf had last been seen, swimming beside the young beluga like she had never planned to leave at all. Scientists hoped to learn what a mother’s body goes through after birth, but what they learned instead was much harder to measure: a mother’s love does not end just because the milk does.

@alanbwt HODL!

Everyone saying STRC is in a "death spiral" has it backwards. The forced selling was real. But it wasn't Strategy. It was leveraged gamblers getting margin called the second it ticked down. Strategy is perfectly fine. Their balance sheet didn't flinch. You shouldn't either.

INTEL: BlackRock recommends a 1-2% bitcoin:native allocation for traditional portfolios, saying a small position can add upside without taking over risk

*BESSENT: SEE NON-INFLATIONARY ECONOMY ACCELERATION REST OF YEAR *BESSENT: YOU CAN HAVE STRONG DOLLAR WHEN RATES ARE BEING CUT

"Democracy" is when the people vote for Brexit because they want less immigration, but they get exponentially more immigration as punishment.

Curt Mills @CurtMills

2 days ago

Still absolutely mind-boggling

86 237 2K 1.3M 320

Amazing how quickly Wall St forgets. $MSTR

fuck. it’s over.

Freedom By 40 @Freedom_By_40

2 days ago

#Bitcoin update: Just a little higher into all the multi-year resistance then this shit is going way lower.

50 36 401 55K 78

Good morning. Down over 50% from its highs already and out of favor for over 6 months now, there will be a rotation of capital (out of high flying AI-associated names and) back into Bitcoin soon. Prices tend to move violently, though, so I would position accordingly. Have a great day.

Every MSTR bear when this all plays out: “We couldn’t have possibly foreseen Bitcoin pumping.”

I bought $1 million of $STRC today. Will hold it until it reaches par, likely longer.

One thing that the bitcoin treasury skeptics must admit is that @saylor listens to his “audience” - people yelled and called a ponzi. asking “how would they pay the dividends?” he initiated a USD reserve - people yelled that his purchases were dilutive. he’s provided guidance to when purchases would and wouldn’t be dilutive - credit agencies have said they cannot give credit to the bitcoin if the company intends not to sell/use the bitcoin. he sold 32 bitcoin to show he will when advantageous to shareholders Recently the market reacted very harshly when they “drained” the USD reserve to pay off half a 2029 convert. This convert was the furthest out of the money and this decision was accretive to shareholders while simultaneously reducing the capital stack ahead of STRC/common equity holders. Even still the market clearly did not take this action well. Saylor, @phongle and Andrew Kang listened and responded. This company is innovative. It will often hurry up and break things. But it clearly cleans up after itself.

Michael Saylor @saylor

3 days ago

Strategy has increased its USD Reserve by $300 million to $1.4 billion and plans to continue replenishing it to support the credit quality of its Digital Credit securities. We also acquired 520 BTC for $35 million, increasing our $BTC Reserve to ₿847,363. $MSTR $STRC

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@saylor The balance sheet strength will prove to be antifragile. $STRC is cheap.

Strategy has increased its USD Reserve by $300 million to $1.4 billion and plans to continue replenishing it to support the credit quality of its Digital Credit securities. We also acquired 520 BTC for $35 million, increasing our $BTC Reserve to ₿847,363. $MSTR $STRC strategy.com/press/strategy…

So many people are going to wish we could go back to Bitcoin under $70k and $MSTR under $120 So, so many… Don’t mess this up

@Polymarket @JoshMandell6 is it you?

This is almost certainly: 1) An increase to the USD reserve. 2) An increase in the Bitcoin on the balance sheet. Waiting for the inevitable cries of $MSTR dilution but honestly as a shareholder the brief dip in BPS is worth the strengthening of the balance sheet. Bullish.

Michael Saylor @saylor

4 days ago

Looks better with more dots.

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@JoshMandell6 @SimonDixonTwitt @toobaddown Respectfully, I interpret the context of this as broader institutional adoption rather than just Strategy’s. Bitcoin would indeed be lower with less adoption.

“Saylor thinks Bitcoin wouldn’t survive without him.” That’s how some people framed the first clip, where he said Bitcoin might be between $5k-$10k. But that’s not what he said. In the first clip, he was talking about ALL institutional flows. You can agree or disagree with that estimate - I don’t agree with it either - but he wasn’t talking only about himself or Strategyᴮ. In the second clip, he was asked directly about Bitcoin WITHOUT Strategyᴮ. His answer: “Bitcoin would have been successful without me and without our company... someone else would have stepped into that role... maybe someone else would have done it better than us and Bitcoin would be higher.” Does that sound like ego over Bitcoin to you?