Irresponsibly Long $MSTR

[video] JUST IN: Strategy $MSTR CEO Phong Le just said, "I bought $250,000 of Stretch $STRC just last week." "I have a 1.75% 30-year mortgage. Instead of paying down that mortgage, I put it into an instrument that pays me 11.5%. That’s 10x my mortgage rate."

[video] Michael Saylor just made a STATEMENT. Buy #102: $1.28 BILLION deployed in 7 days. 📊 The numbers: - @Strategy bought: 17,994 BTC - Miners produced: 3,150 BTC - MSTR captured: 571% of weekly supply 🔥 The flex: Strategy bought as much Bitcoin THIS WEEK as miner RIOT holds in

[image] JUST IN: Strategy $MSTR buys an additional 17,994 #Bitcoin and now holds a total of 738,731 BTC. 🔸Bitcoin 100 Ranking: 1🏆🔸

[image] ARE YOU PEOPLE AWAKE? THIS PACE IS 1,860,000 BITCOIN ACQUIRED PER YEAR. YES. 1.86 MILLION. WITH AN M. THIS IS THE BIGGEST STORY IN THE HISTORY OF FINANCE:

[image] Wait a second? Saylor is now back above his cost basis at Strategy… I was told he was going to be liquidated? 🤔

[image] 🔥SAYLOR ALREADY WON THE GAME🔥 Saylor just said on Natalie Brunell that he expects Bitcoin to go up 29% per year for the next 20 years. If that turns out to be true, his $46.15 billion Bitcoin hoard would be worth about $7.52 trillion after 20 years. If he buys another

[image] JUST IN: The world's third-largest pension fund, South Korea's National Pension Service (NPS), has increased its position in #Bitcoin treasury company Strategy $MSTR by 20% to 614,409 shares ($83.2 million).

[image] JUST IN: $662 billion Jane Street just disclosed they bought 785,224 more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of 951,187 shares ($121 million). 473% position increase. They know what's coming 👀

[image] JUST IN: Strategy $MSTR CEO Phong Le has bought 2,509 perpetual preferred stock Stretch $STRC shares at an average price of $99.62 for $249,947.

[text] Robinhood should adopt $STRC. They currently pay 3.35% on uninvested cash. Instead they could: • Sweep idle cash into $STRC (~11.5%) • Pay users 5.75% • Keep 5.75% Users get a higher yield. $HOOD doubles its spread. The fintech that figures this out first wins. @vladtenev

[image] LMAO at all the people who think STRC is NOT the Bitcoin singularity. You are all facing MASSIVE ASYMMETRY of information here and the world is ASLEEP. What's going to happen when STRC is 5% vol and under PERMANENTLY and you can use cheap DeFi borrow to lever it 3x for 30%

[image] STRK now has a higher effective yield than STRC... ...AND you get the upside after MSTR moons. Crazy deal here... we've never seen this opportunity with STRK.

[image] MSTR at 1.05x mNAV terrifies people. DoorDash at 84x earnings comforts them. A near-NAV claim on scarce digital capital feels dangerous to them. Paying 84 years of profit for a guy on a scooter carrying lukewarm Chipotle feels responsible. Finance is a psychological disorder.

[video] JUST IN: Strategy's Michael Saylor just said, "If you're a #Bitcoin maxi and you want to outperform BTC, then you buy Strategy $MSTR equity." "If you want a comfortable ride and get paid four times more than the bank or a money market would pay you, buy Stretch $STRC."

[image] STRC will be printing Bitcoin all week. The amplification of Bitcoin is leading to a 22% premium on EV mNAV basis. These two forces will allow MSTR to raise another few hundred million this week. There will be a bigger Bitcoin buy next week. 1 million BTC by end of year

[video] BREAKING: Strategy $STRC just shattered its previous record - raising enough capital to buy 10,624 #Bitcoin in a single day! Surpassing $1 billion in trading volume today 👀 🔥 THIS IS ABSOLUTELY WILD

[image] JUST IN: $880 billion asset manager AllianceBernstein has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $450.

[image] STRC is back at $100 and we have 10.5 trading days until the next dividend record date. This will likely be the most consistent stretch of the STRC Bitcoin money printer humming along. BULLISH.

[image] Insane. With 10-year US treasuries dropping sub 4% yield, $STRC is 7.5% greater than the “risk free” rate AND it’s return of capital dividends so not capital gains…. @Saylor is ruthless. Raising the dividend with $STRC closing the month at par. He doesn’t want $STRC sometimes

[image] If you bought MSTR 15 months ago on December 31st, 2024... ...your shares now carry 27% more Bitcoin exposure. And your shares are 34% amplified Bitcoin. Think you're just riding the price? You are riding a larger claim on the stack. With leverage. When Bitcoin goes to $200k

[image] DID STRATEGY JUST BUY 14,700 BITCOIN IN ONE DAY?!?!? 🤯

[image] $MSTR mNAV keeps going higher, 1.22x now Probably nothing 🔥🔥🔥🔥

[image] MSTR a 50x in 10 years with no additional Bitcoin purchases and no Bitcoin bull runs:

[image] JUST IN: $199 billion VanEck's Preferred Securities ex Financials ETF (PFXF) just disclosed they bought 1.27 million ($127 million) Strategy's perpetual preferred stock Stretch $STRC. This is 6% of its net assets in digital credit 🔥

[image] 🔥STRATEGY BALANCE SHEET STRESS TEST🔥 BTC holdings: 717,722 BTC BTC price (base): $66,996 Cash reserve: $2.25B Debt: $8.254B Preferred stack: $8.459B Annual preferred dividends: $904M Total fixed stack (Debt + Pref): $16.713B What the math says: Cash-only runway: 29.9 months

[image] In the Matrix, humans were batteries. In this one, you’re a yield source for governments refinancing $50 trillion in debt. Saylor just extended his hand. Orange capsule. Hard supply. No mercy.

[text] Strategy has acquired 267,624 BTC ever since the issuance of STRK. That means they have also acquired over a quarter million Bitcoin ever since the critics said they didn't have EBITDA to pay the dividends. That's interesting, isn't it? How many months of zero missed dividends

[image] JUST IN: $5.6 trillion State Street Corporation just disclosed they bought 138,253 more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of 6.12 million shares ($775 million).

[image] Me opening the STRC tracker tomorrow morning like a dopamine-addicted RAT

[image] JUST IN: Strategy's Stretch $STRC is estimated to have raised enough money to buy 2,724 BTC yesterday. That's 5x more than what was mined yesterday 🤯🔥

[image] Multiples come and go. The 1x mNAV floor rises forever. Buying more $MSTR.

[image] STRATEGY WILL BE WORTH TRILLIONS. 762,099 BTC. $51 billion in reserve. $41 billion market cap. Read that again. Strategy's Bitcoin is worth more than the entire company. The stock is trading at a discount to a pile of the hardest money ever created. Now zoom out. Bitcoin

[text] Strategy already holds 780,897 BTC. At $74k BTC, that stack is worth $57.8B right now. If Bitcoin compounds at 30% annually, and Strategy never buys another coin, the current stack alone grows to: Year 1: $75.1B Year 2: $97.7B Year 3: $127.0B Year 4: $165.1B Year 5: $214.6B

[video] WE MUST REFUTE FUD WITHIN HOURS OF IT COMING OUT STRC = FUTURE OF FIXED INCOME MSTR = FUTURE OF AMPLIFIED BITCOIN BITCOIN = FUTURE OF CAPITAL

[image] HUGE MSTR BUY SIGNAL: BTC is sitting at 1.12× its 200-week moving average right now. I went back and looked at every time this has happened before. The forward returns are absolutely unhinged. First, some context: BTC: $66,337 200 WMA: $59,063 Ratio: 1.12× This is NOT

[image] RED ALERT: STRC ON PACE FOR $1 BILLION OF TRADING VOLUME TODAY $110.3M ÷ 42 minutes × 390 = about $1.024 billion total volume So STRC is running at roughly a $1.02B day right now, assuming no slowdown or acceleration. That also means it is averaging about $2.63M per minute so

[text] The bears are on the ROPES. Imagine your mortgage is $2,000 a month, or $24,000 a year. Then you bring in $40,800 in a single week. Would anyone seriously ask how you’re going to make the mortgage payment? That’s the Strategy bear case right now.

[image] It is literally IMPOSSIBLE to be bearish on Strategy after reading this. THE MOST VALUABLE COMPANY IN THE WORLD. BY FAR.

[image] “Once I understood Bitcoin, I would go to bed with anxiety at night feeling short because I worry that somebody else will figure out what I figured out and would buy it all and I wouldn’t be able to buy anymore” @saylor He was not lying guys. ⚡️

[text] The bears are running out of ammo. They have no rational arguments left. Now the narrative will be "STRC is scaling too fast and MSTR shareholders have to pay for it". They will do everything they can to ignore the fact that Bitcoin is going up forever. All of their arguments

[text] 1 million BTC by September. 2 million BTC by end of 2027.

[image] JUST IN: #Bitcoin treasury company Strategy's perpetual preferred stock Stretch $STRC recorded $150 million in trading volume above $100 par yesterday. Estimated to fund 760 BTC buy. Nothing can stop Saylor 🔥

[image] STRC is eating the daily miner supply like BITCOIN PAC-MAN.

[image] $MSTR @Strategy is only a few weeks away from delivering some very bad news to the bears... We told them... ENJOY THE RUN

[image] JUST IN: #Bitcoin treasury company @Strategy $MSTR daily trading volume is now higher than financial giant JP Morgan's. PROBABLY NOTHING 😎😎😎😎

[image] JUST IN: Michael Saylor's Strategy $MSTR has already bought more #Bitcoin this year than Jack Mallers' Twenty One Capital's entire BTC stack.

[image] 🚨 ALERT: Looks like Strategy is about to scoop up AT LEAST 50,000 #Bitcoin EVERY MONTH! 😱 Even in the darkest bear market, this beast is roaring. Y'all aren't ready for the bull stampede! 🌋 Shit's about to go WILD. $STRC gonna rocket BTC to $1M! 💥🚀 Who else is HODLing

[image] More STRC issuance is incredibly bullish for Strategy because it rapidly shrinks convertible debt as a percentage of enterprise value. S&P Global slapped the company with a B- credit rating and clearly does not love the debt stack. Digital credit sales can steadily dilute that

[image] Strategy has raised, on average, about $134.3 million PER TRADING DAY so far in 2026. Total, complete, utter domination. Victory is inevitable.

[image] Strategy has a FORTRESS BALANCE SHEET. Even after ALL debt + preferred obligations, Strategy retains 66% of its BTC reserve untouched.   BTC must fall 89%+ from here to impair debt. 70%+ to impair preferred.  BTC only needs to compound at 2.06% annually to cover all dividends