Paycheck hits tmrw, gotta nibble on MSTR at these levels. Im in accumulation mode. @saylor @phongle

MSTR bears still haven’t figured out the most basic math on earth. Strategy’s Bitcoin NAV all-time high was Oct. 6, 2025. They had ~640,031 BTC. BTC closed at $124,725. Gross BTC NAV: ~$79.83B. Since then, while bears were writing fan fiction about “dilution” and “Ponzi collapse,” Strategy stacked another 205,225 BTC. They now hold 845,256 BTC. That means Strategy does not need BTC to return to $124k for its Bitcoin NAV to hit a new all-time high. It only needs BTC back to ~$94,442. Read that again. Strategy can break its old BTC NAV ATH with Bitcoin still ~24% BELOW the prior BTC price peak. At $100k BTC, Strategy’s Bitcoin NAV is already ~$84.5B. At the old $124.7k close, Strategy’s Bitcoin NAV would be ~$105.4B. The bears spent the entire drawdown screaming about leverage while Saylor increased the stack by 32%. They analyzed the wrapper and missed the weapon. They mocked the machine while the machine lowered the hurdle rate for a new NAV ATH by more than $30,000 per BTC. This is accumulation domination. The bear case depends on pretending the numerator stopped growing. It got 205,225 BTC bigger:

It is inspiring that a bunch of young men envisioned the founding of a new nation 250 years ago and it grew into the global super power. Good reminder that anything is possible.

People also thought $MSTR was dead in January of 2024 when the BTC ETF’s launched. “mNAV” fell below 1, “flywheel was broken” Strategy proceeded to go on and acquire 655,256 Bitcoin since then. $8B in capital > $52B in capital. The strategy is refined, leverage is lower, the balance sheet is 6.5x larger, the dividends are being paid, capital machine is working just fine. Excess Bitcoin risk is being pooled and shared in the capital markets, priced in real time, with TRANSPARENT balance sheets & frequent SEC filings. STRC is not a stablecoin, it is a credit instrument. “Depegged” is not a thing, liquidation doesn’t exist, and margin is not calling. The balance sheet is very healthy. Bewilderment will continue, until morale improves.

Well said.

"Compute is revenues. Performance per watt is your revenues. Choosing the wrong architecture just because the chips are cheaper doesn't translate, doesn't make sense." — Jensen Huang, CEO of NVIDIA In the age of AI factories, compute is revenue — every token produced is profitable — making delivered performance per watt, reliability, and the long lifetime of these systems the core financial levers, not just peak specs. Hear Jensen explain it at his #NVIDIAGTC Taipei keynote: nvda.ws/4dLXFFc

Saylor is a genius, just listen to all the knowledge you get in one min. His brain is wired different, highest of the highest IQ. Trusted money manager for me 🚀🚀

I tend to agree. My top position since 22’.

I genuinely feel bad for the people who have the good fortune of living in America, yet spend all their time hating the country that provides them so much opportunity.

Kevin is one of the best interviewers I’ve ever met. Saylor is one of the most compelling speakers I’ve ever met. They cover topics I hadn’t hear Michael speak about before. Check it out —

True

It's true.

PRESIDENT TRUMP IS TRYING HIS BEST TO GIVE THIS COUNTRY BACK TO THE PEOPLE, AND HALF OF THE COUNTRY IS TOO STUPID TO APPRECIATE IT.

Elon Musk just defended America better than every politician in Washington combined. Musk: “After World War 2, the US could have basically taken over the world and any country. Like we got nukes, nobody else got nukes. We don’t even have to lose soldiers. Which country do you want?” One nation on earth held a weapon nobody else had. Total dominance. Zero competition. No risk of retaliation. Every empire in history that held that kind of advantage used it. Rome. The Mongols. The British. The Ottomans. They conquered until they collapsed. America had a bigger advantage than all of them combined. And it rebuilt the countries it just defeated. Musk: “The United States actually helped rebuild countries. So it helped rebuild Europe, it helped rebuild Japan. This is very unusual behavior, almost unprecedented.” Almost unprecedented? It had never happened before. Not once in 5,000 years of recorded history. The Marshall Plan wasn’t foreign aid. It was the most radical act of restraint any superpower ever committed. America turned its enemies into allies. Turned rubble into economies. Turned surrender into partnership. Germany went from ashes to the economic engine of Europe in a generation. Japan went from unconditional surrender to the third largest economy on earth. Three years after the war, America was flying food into Berlin. A city in the heart of the nation that just tried to destroy it. That’s not policy. That’s a civilization deciding what it is at the exact moment it has the power to be anything. You’re being told a story right now. That America is the villain of history. You hear it everywhere. Media. Universities. Social platforms. Musk: “There’s always like, well America’s done bad things. Well of course America’s done bad things, but one needs to look at the whole track record.” Every nation on earth has dark chapters. Every single one. The difference is what a country does when nobody can stop it. And when nobody could stop America, it fed its enemies and rebuilt their cities. Musk: “The history of China suggests that China is not acquisitive. Meaning they’re not going to go out and invade a whole bunch of countries.” Probably right. China has historically built walls, not fleets. But the real question isn’t about borders anymore. We’re approaching a moment that mirrors 1945 in ways nobody has fully processed yet. AI is going to give a handful of people a power advantage that makes nuclear monopoly look quaint. If someone is going to hold that kind of power, who do you want it to be? The country that conquered when it could? Or the one that rebuilt when it didn’t have to? Every alliance. Every trade route. Every economy. Billions lifted out of poverty. All of it traces back to one act of restraint that had never been done before. And carries no guarantee of being repeated. The most powerful thing America ever did wasn’t building the bomb. It was what it didn’t do after.

This is good advice. I’ve beat my head against this for so long, just not worth it. They are not living in the real world, simple as that.

Just so we’re clear: Democrats want to rewrite the Virginia Constitution because the State Supreme Court rejected their unconstitutional maps. For a party that loves to chant “No Kings,” this is VERY undemocratic. nytimes.com/2026/05/10/us/po…

Remember how they lost their sh*t when @elonmusk did this?

My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026. 0:00 - Strategy’s Bitcoin sale controversy 0:36 - Why Strategy may sell Bitcoin 3:12 - “Never sell your Bitcoin” explained 4:40 - How Strategy buys more Bitcoin than it sells 6:33 - Michael Saylor’s Bitcoin accumulation philosophy 8:04 - Using Bitcoin liquidity and market arbitrage 11:14 - Responding to Ponzi scheme criticism 13:32 - STRC trading patterns and Bitcoin buying 15:05 - What really drives Bitcoin’s price 17:58 - Bitcoin, macro risks, and Fed policy 19:43 - Bitcoin as digital capital and digital credit 21:52 - Strategy’s dominance in preferred stock issuance 23:09 - AI, digital credit, and Bitcoin’s future 24:36 - Saylor’s childhood inspiration and MIT story

This was Gaza on October 7. Palestinians were kissing the floor with joy as Hamas paraded dead Jews through the streets. Remember this the next time you see someone call them the victims.

Fair question