Navigating Hyperbitcoinization and the AI Singularity. Championing Digital Capital, building with Digital Intelligence, the keys to a prosperous tomorrow.
Joined October 2013
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The world is changing fast.
We are navigating Hyperbitcoinization and the continued penetration of digital capital, Bitcoin, into the future of finance.
At the same time, we are witnessing the emergence of digital intelligence and the AI Singularity, disrupting every business model and the way we work forever.
On one side, we have a solid, never changing foundation.
On the other, we have exponential acceleration and change.
I think it’s the adoption and mastery of these two tools that are critical for a prosperous future.
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The biggest issue with $STRC is the ATM is never ‘live’ (trading at par) when Bitcoin is at its weakest.
It takes time for $STRC to recover from Bitcoin drawdowns, when ideally $MSTR should be buying aggressively.
The twice monthly dividends will help with this. But @saylor needs to get to daily ASAP IMO to ensure maximum stacking when the market is the most regarded.
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How disingenuous.
What ultimately matters is that they are net accumulators of Bitcoin over time.
That’s the strategy.
Selling 32 and then buying 1000 a week later is not “selling bitcoin”.
For clarity, $MSTR can never be a net seller of bitcoin.
@saylor set $MSTR on a one way street.
The model only works if they are forever absorbing available supply and supporting a forever higher Bitcoin price.
They are accelerating “number go up” by permanently removing available supply.
Jun 11
Are you guys really surprised @saylor lied and is now gaslighting you about never selling Bitcoin?
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Let’s move to weekly with haste @saylor.
Jun 8
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. strategy.com/press/strategy-…
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Sells 32 bitcoin.
Gets next 20,000 bitcoin for 10% off.
Brilliant.
BREAKING: Bitcoin falls below $69,000 as selling pressure accelerates.
Bitcoin is now down nearly -$5,000 since MicroStrategy, $MSTR, disclosed its first sale in over 3 years.
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What a send off for Powell.
-> Collapsing the bond market for his successor.
Well played, Jerome. Well played. 👏
BREAKING: After 3,018 days as Fed Chair, today is Jerome Powell’s final day in the position before his term expires.
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BTC Bro is probably going to be right here.
@saylor is cleaning house at the moment.
Wiped $1.5B of convertible debt.
And what a perfect time to demonstrate a bitcoin sale when he’s stacked easily clear of 20k BTC this week.
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$MSTR doesn’t need a credit rating. They don’t need S&P inclusion. They don’t need a US strategic bitcoin reserve. They don’t need the clarity act. They don’t need government adoption. They don’t need other institutions to buy or treasury companies to copy.…
$STRC and $MSTR ATMs are the only tools they need. And they already have them. And they are just getting started.
“We could sell $1 trillion of STRC without a credit rating.”
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One thing I can’t wrap my head around is who is on the other side of this trade, selling at the pace that $MSTR is buying.
May 14
"We've bought $100M an hour, it doesn't move price. We've bought $200M an hour, it doesn't move price. We've bought $300M an hour, and stopped...price goes up." - @saylor
STRC fueled BTC buy this week on pace to be $1Billion.
That's $2.35M of BTC/minute or $140M of BTC/hour.
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$SATA moving to daily dividends increases its effective yield due to potential for compounding.
But this is a double-edged sword. It’s also increasing Strive’s cost of capital (yield for investors is a liability for the company).
It’s simply a dividend hike to attract capital masked as a marketing gimmick.
$MSTR is the central bank of bitcoin and $STRC is the “risk free rate”. $SATA is a higher risk alternative. The question is simply - is the additional spread worth the risk?
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You have to sell bitcoin for fiat to prove that Bitcoin has value to fiat-brained tradfi-ists.
@saylor forced to play fiat games to win Bitcoin prizes.
I’m game for it.
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Sentiment is so bad in “crypto” that the Clarity Act passing might actually be a sell the news event.
May 13
If the CLARITY Act passes tomorrow, how high do you think Bitcoin goes? 👀
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“Bitcoin isn’t just sitting idle on our balance sheet, we believe it can be managed strategically.”
Why would anyone take this risk over Bitcoin in cold storage or BTC yield via $MSTR?
Q1 is closed for Nakamoto:
As of March 31, Nakamoto held 5,000 Bitcoin worth approximately $345M, an asset base we believe positions us to build and scale Nakamoto.
🟠 We launched an actively managed derivatives strategy utilizing a portion of the Bitcoin within our loan structure, generating ~$1.1M during the quarter.
This is an important part of the vision for Nakamoto, Bitcoin isn’t just sitting idle on our balance sheet, we believe it can be managed strategically.
🟠 We closed the acquisitions of BTC Inc. and UTXO Management, bringing our media, asset management, and advisory businesses together under Nakamoto.
Our goal is to combine a strong Bitcoin balance sheet with operating businesses that generate revenue, relationships, and long-term growth.
🟠 Our operating businesses contributed ~$1.6M in revenue in a partial quarter. Next quarter will reflect a full quarter of operating results across the company.
We’re still early in building Nakamoto, but the foundation is now in place.
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Jerome Powell leaving Warsh an unwinnable situation. Can’t raise rates. Cant cut them. Jerome exiting with his legacy intact. 👏 well played.
May 13
THIS IS BADD:
🇺🇸 The worst possible welcome gift for a new Fed Chair.
Kevin Warsh takes over this week.
CPI jumps to 3.8%. Highest in 3 years.
Core CPI jumps to 2.8%. Highest in 8 months.
Trump wanted rate cuts.
Warsh wanted rate cuts.
Inflation just said: not happening.
Rate cut odds: below 3%.
Rate hike odds: above 35%.
If the Fed hikes to crush inflation.
Markets get crushed too.
I've been warning about this for weeks.
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What we need to keep an eye on are entities using $STRC that get over leveraged and blow up.
Forced liquidations of $STRC at a meaningful scale can undermine $MSTR’s peg to $100, their ATM usage and cost of capital.
This is not a risk today IMO But as $STRC adoption accelerates, the “$STrC carry trade” blowing up becomes a real risk to the company.
I’ll be watching 👀
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