SHSS
DRE

Nothing wrong with that
I will just note that people are incentivized to invest when the marginal utility of an additional unit of saving (bitcoin) is below a certain threshold. This threshold varies from person to person, but eventually people reach a state where they have enough savings so they choose to invest.
Someone with 0.001 btc probably shouldn’t be investing

2025-05-12 20:36:10

When boomers understand they can get ~10.5% yield from STRF in perpetuity we are really gonna see fireworks
Moar Torque

2025-05-12 02:10:12

https://youtu.be/5Ttu8_klrHM
You can’t flex bones. Build some contractile tissue, boi

2025-05-11 17:46:41

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non IRS? Idk what you mean
Accretion far outpaces taxes, and bitcoin is taxed too.

2025-05-11 14:41:49

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Accretive shitcoins

2025-05-11 14:39:52

Hearing a woman give unmedicated childbirth is… well iykyk
Show them some love today
#note1waa…k904

2025-05-11 03:55:52

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This cycle is a late bloomer
Predicar 4 year cycles are a thing of the past

2025-05-10 19:53:17

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https://youtu.be/iEaAFeD4RdE?si=AuhcK_bbGxhLuuwS

2025-05-09 19:13:11

TFW you lose your wallet at the grocery store and normally it would just be an inconvenience to cancel the credit cards and get a new license, but you’re a Bitcoiner so of course you have a Satscard with 1M sats in it 🫠
Thankfully an employee found it 🙏🏼

2025-05-09 19:02:56

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A humble ~4X in a couple days, nice 👍🏼
Hit me up when the next one comes out 😂

2025-05-09 02:37:22

This nigga from work just texted me again about MSTR. I guess he saw we are pumping. Goes on to shill me $TTD lol yeah I totally want that 20% gain bro 😂
I gave him the run down again like I did last November, but I know he is not gonna bother to watch any of the Saylor videos I sent. Same dude I told about Bitcoin in 2020 in a long car ride, and still doesn’t know the difference between crypto and bitcoin “so you’re like a crypto bro?”
He is bewildered about why MSTR keeps going up “all they do is buy bitcoin, I don’t get it” 🫠 So instead of trying to understand he fucks around with options on robinhood on shit equities, and probability thinks I am the degen
2 takeaways:
- We are still very early somehow. I mean it’s not like the US President is talking about it…..
- Some people just can’t get out if their own way and choose rich

2025-05-08 17:11:45

Rand0 is ready to come out of lurking mode any moment now

2025-05-08 17:03:11

Donald Pump is gonna deliver a glorious Bull Run once JPow starts playing ball
#note1h86…6nea

2025-05-07 20:26:00

I don’t know who needs to hear this, but Bitcoin is not a cure to moral or spiritual decay.
Don’t idolize money. Loving and serving Bitcoin will destroy your salvation just as much as loving and serving fiat. Don’t get it twisted.
Stop hoarding your sats thinking of future riches. Live prudently and God will provide with abundance.
There is no true peace without answering the hard theological questions.
What Bitcoin can offer you pales in comparison with what God can and has offered you.

2025-05-07 18:43:44

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Happy to try to answer any questions you may have on DM

2025-05-07 14:58:41

$2.3734
IYKYK

2025-05-07 13:17:27

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They are not unhealthy if you’re metabolism works well and you’re not in a caloric surplus
Fruit derangement syndrome is as weird as veganism

2025-05-07 02:07:52

https://x.com/financialcnspr/status/1919873163225133562

2025-05-06 20:21:54

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Facts

2025-05-06 18:47:58

https://www.youtube.com/live/7HL3_lEZb6g?si=caBZw1BK_C0QttW0

2025-05-06 15:55:56

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Best for bear —> bull markets so you don’t have to worry about the LTV

2025-05-06 15:55:00

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When will more US states be supported?

2025-05-06 15:42:18

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@npub1vem…mz3k

2025-05-06 15:17:29

https://apps.apple.com/us/app/strategy/id6739429190
Setting the standard for how corporations should interact with shareholders

2025-05-03 18:33:23

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And when 1 sat = 1 dollar they will have the purchasing power of a fiat billionaire

2025-05-03 17:29:07

The Strategy is working and people are taking notice
#note1chn…gykt

2025-05-01 21:07:07

https://microstrategy.zoom.us/webinar/register/WN_p6MMlDUBQq25LwpE95sNxQ#/registration

2025-05-01 18:12:01

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Has no comeback
Defaults to ad hominem attack
Totally not a bad faith actor

2025-05-01 13:13:58

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Listen to the last episode of MSTR True North.
I don’t see an issue with owning multiple per se, but MSTR has the best risk reward ratio imo. Saylor has the longest track record and he has been proven trustworthy in executing the strategy. This is why the convertible bond buyers keep coming back and why the class a shareholders keep holding and buying.

2025-05-01 04:00:27

The bewilderment on Bitcoin treasury companies will be something to watch over the next few months.
It will be like watching boomers try to wrap their heads around Bitcoin.
There are no good arguments either. Just recency bias and closeted hate for anything that does better than Bitcoin.

2025-04-30 00:32:03

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If nothing is being changed, then what is being passed?

2025-04-30 00:30:25

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Ok, so why is controversy around it? Steelman the position of devs that are against it?
You don’t have to, I’m just curious

2025-04-30 00:29:04

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Why is a change needed?

2025-04-30 00:28:05

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‘Small enough’ and ‘Decentralized’ are not objetive parameters. A change that allows for more arbitrary data to be included in blocks that would not otherwise be there can only hurt the cost of running a node and decentralization.
I never stated the extent of the negative impact, just that there very clearly is one. So the question is, is it worth it?

2025-04-29 23:53:11

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So?
Allowing for additional data that would not be there without a change increases the cost of running a node and is a headwind to decentralization.

2025-04-29 23:51:08

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Yes, but that doesn’t change my point. A change/proposal that allows for additional data that wouldn’t be there otherwise increases the cost of running a node and is a headwind to decentralization.
To what extent? Who knows, but we can know it won’t lower the cost of running and node and further decentralization

2025-04-29 22:35:23

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I hot you
It makes it more costly to operate a node, which hurts decentralization over time

2025-04-28 18:44:44

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He already started going after that market with STRF, but yeah once they get going there will be a lot more stacking of the corn

2025-04-28 18:33:09

It’s gonna be a long decade for the Saylor haters
Only a matter of time before MSTR is a top 10 company even if they don’t buy anymore bitcoin.
I give it 3 years

2025-04-28 16:11:15

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Everyone should have due process back where they are from 100%

2025-04-27 00:21:18

https://x.com/BritishHodl/status/1916241149842624799
Brave new world

2025-04-25 20:30:58

OPs miss the days when the barriers to entry were higher. Now that anyone can access Bitcoin and provide services, the edge they had is gone, and people with a tenth of the knowledge and 10X their net worth are leapfrogging them and outcompeting them.
Ops down bad

2025-04-25 19:44:06

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I don’t see why they wouldn’t

2025-04-25 19:34:57

IMO this is at least partly why Twenty One launched and why Jack wanted to be the CEO
Strike is cool, but your average joe which comprises the vast majority of the population will just get their bitcoin services from the bank they already use. Boomers are not going to download a new app when Chase, BoA, and WF offer the same services.
#note1g9e…nh5e

2025-04-25 18:24:45

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The relevant metric is sats per share, and they have a 12% bitcoin yield YTD from their treasury operations.
You said they are levered to the tits when their bitcoin holdings alone exceed their UNSECURED debt 5 to 1, so yeah, of course I assumed you hadn’t looked into it. Why else would you make such a verifiably stupid claim?
Lol yes, I’m very much familiar with their strategy, which includes selling UNSECURED CONVERTIBLE bonds among other things.
You somehow have fiat brains with the fixation on cash flow and OP brains with the myopic “not your keys not your coins” take. Money is not investment. Investments will still take place under a bitcoin standard, which will involve giving up bitcoin. Holding your own keys is not an alternative to owning MSTR shares for the same reason crude oil and gasoline are not in direct competition. We are dealing with two different things.
Strategy has no moral or fiduciary responsibilities to anyone that is not a shareholder. But even then, Strategy has done plenty to increase the wealth and purchasing power of all bitcoiners, whether they are shareholders or not. Value is subjective unless it doesn’t suit your narrative and worldview, huh?
Calling out your bad and factually incorrect takes is not “simping” for a company or saylor. But continue doubling down on the Ls 👍🏼

2025-04-25 17:59:54

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Hard to say since it’s such a fringe scenario that hasn’t played out before with a digital asset like bitcoin. One action they can take is to have custodians outside the US, but if anything I see the government forcing shareholders to sell their shares to them.
A more likely action is the government buying a lot of MSTR and putting it in the sovereign wealth fund along with other major te h companies like NVIDIA and TESLA

2025-04-25 03:24:16

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It’s been almost 5 years. Time already told it’s not

2025-04-25 01:36:16

MSTY delivers impressive results because MSTR is powered by bitcoin.
It might not be the layer 3 you want, but it’s here to stay

2025-04-25 00:42:15

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Yup
Being on the same side as powerful jews and the money printer is good for business.
People can’t fud Tether for being opaque and working with governments to censor financial transactions, and shit on “the suits” in Wall Street (Cantor) and claiming TradFi is “fake numbers on a screen” and cheer for Twenty One just because Jack is the CEO.
Can’t have your cake and eat it too.

2025-04-24 22:49:33

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Honest questions:
1) Did you learn about MSTY today?
2) Did you look into it for more than 5 minutes?
MSTY is a product specifically designed to generate income, as the name ‘YieldMax MSTR Option Income Strategy ETF’ implies. Comparing the performance of an options income fund without including dividends to the underlying asset is either retarded or disingenuous. Comparing MSTY with dividends reinvested to MSTR is also stupid since they are two different products designed for different purposes.
MSTY started trading at ~$21.17 - $21.19. The stock closed at $22.89 today (+8%) and ~260% with drip on.
Idk where you got that 90% statistic. I encourage you to open up Excel and actually check for yourself, but if you can’t, then here are the numbers. A 0.5 BTC ($26k) investment into MSTY when the fund came out with DRIP would be worth ~$93.4k. An investment of the same size made on the same day in MSTR would be worth ~$133.8k. 0.5 BTC is ~$46.7k
If you want to say MSTR provides higher total returns, fine. No one and certainly not me is arguing that.
Discussions surrounding MSTY should be about its performance as an income-generating product. A better comparison is how MSTY compares to selling BTC for income, which has been a much better option so far.

2025-04-24 18:56:17

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The initial conversation was about nations. I said bad governance is not an argument against nations. Don’t twist my words to try to make it seem like I’m defending bad governance. You claim that all governance is inherently evil, so I brought up examples that refute that.
Totally, everyone knows the millions of college graduates applying for visas and citizenship are really after food stamps.
Yes, people that refuse to be politically active and are dissatisfied with their nation should consider leaving. There’s nothing weak about that argument if you don’t conflate nations with governments.
No, probably unlike you, I know politics matters, so I will seek to effect change through politics before considering moving to a foreign nation.

2025-04-24 18:06:20

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Anyone that is not happy living in the US is welcome to leave. The fact that almost no one does and millions of people risk their lives to come here and millions more are waiting in line to come here legally tells you what you need to know. Not all nations can come out victorious in conflict, but only nations can.
How is it an oxymoron? Do families, clubs, companies not have governance?

2025-04-24 17:18:37

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By then Strategy will have close to 1M BTC.
How much is a company with 1M BTC worth?
After the arbitrage edge is gone, what can they do next?
Answer: Anything they want
Companies are (or should) always be reinventing themselves. Tapping into different pools of capital to acquire bitcoin is just the first phase. I wouldn’t bet against the best capitalized company in the world. Strategy’s best days are ahead imo
There will be multiple winners, but I want to own Apple not Samsung.

2025-04-23 20:54:52

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An op is basically a bitcoiner normie that takes the mantras too seriously and defaults to what influencers say instead of thinking for themselves

2025-04-23 19:31:21

MSTR has reached escape velocity
Few
#note1a7w…prtv

2025-04-23 19:30:10

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https://x.com/BritishHodl/status/1915118689386406308

2025-04-23 18:21:41

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The announcement is was kind of vague on what the company will actually offer, but they have strong backing. Still pick Saylor and MSTR to provide the most upside, but we’ll see what Twenty One can do.

2025-04-23 18:13:47

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What about it?

2025-04-23 16:19:48

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OPs are pivoting to stonks good again

2025-04-23 16:19:12

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They have a more complex capital structure, but the website has a SHARES tab with the breakdown of all their shares and their bitcoin holdings. They even add up the total for the assumed diluted shares outstanding. If people can’t figure out how to get from A to B from there then they probably shouldn’t be investing.

2025-04-23 15:58:17

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“Twenty One is built to accumulate Bitcoin and grow ownership per share, not just track it.
As part of its launch, Twenty One will introduce two key performance metrics, to reflect its Bitcoin-denominated capital structure and Bitcoin-focused mindset.
Bitcoin Per Share (BPS): Amount of Bitcoin each fully-diluted share represents, reflecting shareholder ownership in Bitcoin rather than fiat earnings per share
Bitcoin Return Rate (BRR): Rate at which BPS grows over time, denominating the company’s performance in Bitcoin”
Rebranding Saylor’s BTC Yield and BTC Gain lol

2025-04-22 17:48:03

https://x.com/BritishHodl/status/1914718675518578793

2025-04-22 02:55:06

https://x.com/BritishHodl/status/1914412780322529587

2025-04-20 17:43:12

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They snook that one without ppl thinking twice

2025-04-19 20:11:43

Wonder how many allegedly profitable private bitcoin companies can compete with Strategy
https://image.nostr.build/e7eeef3ba0dbc4818afe7d914c3a39f2cac9efcd51f96af387805028459d89b2.jpg

2025-04-19 20:03:10

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Is their BTC Yield YTD in the double digits?

2025-04-19 15:06:53

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They abort their kids at a high rate that’s why they stay at 13% of the population
Big cities like Chicago are cooked tho

2025-04-19 15:02:05

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Idk but blacks are out of control, and an unsettling amount of them hate white ppl. They thought cops wearing body cams would show “police brutality” but instead we see how violent a wild they behave lol

2025-04-19 02:22:05

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Damn

2025-04-19 01:09:21

“Intellectuals” look down on pointing out the obvious differences between the races, but they act like the agree with the “racists”
None of them want to live in black neighborhoods
Look further than Obama
A cop justifiably kills a black criminal and BLM burns the city down. A black teen kills a Chad in cold blood and nothing happens.
If Austin Metcalf was jewish Trump would have said something by now and the DOJ would be all over it.
The pussification of white people is gonna cost us the country. Yes, white people have countries just like blacks and hispanics.

2025-04-18 17:14:01

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@npub1vem…mz3k

2025-04-18 17:13:33

https://open.substack.com/pub/dgt10011/p/covered-calls-in-the-age-of-volatility?utm_campaign=post&utm_medium=web

2025-04-16 16:41:40

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🧃

2025-04-16 15:51:42

MSTY - 13 Distributions - Monthly Data
Lowest ($): $1.33 per share
Lowest (%): 7.01%
Average ($): $2.65 per share
Average (%): 9.63%
Highest ($): $4.42/share
Highest (%): 14.93%
Total Payout: $34.5
#msty

2025-04-15 22:44:38

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No one smart is arguing that MSTY will outperform MSTR. They are different products with different use cases.
The question is whether using MSTY for income is better than selling bitcoin. The answer is a resounding yes, granted it’s only been around for 14 months. But we have seen the price and volatility be all over the place and the fund has done pretty well.
I don’t expect MSTRs volatility to go away any time soon, so I can see MSTY continuing to be a superior option to selling bitcoin for the short and medium term.
Time will tell

2025-04-15 22:30:12

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The fund has only been around for 14 months which is a fair criticism or reason for caution.
That said it has performed significantly better than selling bitcoin for income, and better than bitcoin in total return terms with dividends reinvested over 14 months where we saw the price and volatility be all over the place.
I don’t blame anyone for wanting to see more data points, but performance has been pretty impressive.

2025-04-15 22:18:27

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Did you run the numbers?
No piece of data suggest that. Anyone who bought when the fund came out already got their principal im bitcoin terms back and then some. Sure there is future uncertainty, but can’t disregard the results because why?

2025-04-15 22:16:12

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The numbers don’t support that in the slightest tho

2025-04-15 22:00:31

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It varies, but their distributions have ranged from $1.34 and $4.4 per share. Or put another way somewhere between 7%-11% monthly

2025-04-15 16:26:15

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I don’t see the incentive to deport US citizens or legal residents. Is it possible they made a mistake with a guy or two? Maybe, but I don’t think ICE is being as reckless as people think.
Anyone here illegally had plenty of time to leave the country on their own. They need to be accountable too not just ICE

2025-04-15 15:49:42

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If they are not here legally there is nothing to argue. They need to go. The guy from Columbia that Trump wants to deport for being anti Israel did get his day at court.
Deportations have been massively underwhelming too, and it’s not like ICE is snatching US citizens from their desks at work and deporting them by accident. We know who is here illegally and who is not. They got processed at the border when they came in after all.

2025-04-15 15:42:55

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How many non gang members or criminals are being deported to slave labor camps?
I’m sure this outrage is not based on a dubious report of one guy that may or may not have been a gang member

2025-04-15 15:39:14

BTC | MSTR | MSTY - INCOME / Total Return
I’ve been tracking the performance of MSTY in comparison to BTC and MSTR since it came out in February 2024.
• Total Return
- MSTY (drip): The equivalent of 0.5 BTC investment into MSTY with dividends reinvested would be worth $84.5k today.
- Bitcoin: 0.5 BTC is worth $42.6k.
- MSTY (MSTR drip): Buying MSTR with the MSTY distributions would have resulted in a portfolio worth $92.8k today.
- MSTY (BTC drip): Buying Bitcoin with the MSTY distributions would have resulted in a portfolio worth $110.8k today.
- MSTR: Buying 0.5 BTC worth of MSTR when MSTY launched would be worth $119.5k today.
• Income
- MSTY Income (no drip): The equivalent of 0.5 BTC investment into MSTY used for income would have paid out $3.3k monthly on average, and the shares acquired with the 0.5 BTC would be worth $25.6k.
- Bitcoin Income: Starting with 0.5 BTC when MSTY came out and selling an amount equivalent to the MSTY distributions would provide income for 9 months before running out.
#msty #mstr

2025-04-15 15:17:22

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Indeed, no one is coming to save any nation

2025-04-15 12:35:17

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So if someone breaks into your house you would want the cops to wait for due process before removing that person from your house?

2025-04-14 19:50:16

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Bitcoin is money. You save in it to remove future uncertainty so you can plan long term.
MSTR is an invest. You use it to advance a company you believe in by risking savings im exchange for potential return on capital
MSTY is an income vehicle. You use it to generate income to pay for expenses so you don’t have to sell your savings or investments.

2025-04-14 19:46:48

https://x.com/bariksis/status/1911660083169186033
Choose the right tool for the job

2025-04-14 12:34:26

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I’m referring to the index. We are not in a bear market

2025-04-10 20:44:07

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I went 14 hears ago. Watched Tiger shoot five under in the front 9 on Sunday. The atmosphere was electric.

2025-04-09 18:02:02

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STRK and STRF definitely have their place if you want to manage volatility or if you’re retired

2025-04-09 17:45:26

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You think he didn’t tell don jr to sell all the stocks and crypto the tariffs got announced? Common now

2025-04-09 17:44:09

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STRK is preferred share that pays $8/share and is also a perpetual call option on MSTR common stock
You can exchange 10 STRK for 1 MSTR, which at current prices it would make sense to convert when MSTR is over $823. While you wait you collect $8/share which is somewhere between 9-10% yield.
Get good upside and less downside.

2025-04-09 16:46:41

STRK has an effective yield of 10%
Very attractive for lots if investors out there