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Irresponsibly Long $MSTR

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1
[video] JUST IN: Wall Street analyst Mark Palmer just said live on CNBC that "Strategy $MSTR could surge to $570 by the end of this year if #Bitcoin reaches $95k." "Strategy's capital structure is in a remarkably strong position if BTC price were to increase." πŸ”₯πŸš€
@BTCtreasuries βœ“ 39.5K 9.7M 244.7x 3.0K Jul 2
2
[image] JUST IN: #Bitcoin treasury company Strategy $MSTR surpasses Google $GOOG trading volume and becomes 16th most traded stock in U.S. πŸ”₯πŸš€
@BTCtreasuries βœ“ 37.2K 981.3K 26.4x 2.9K Apr 23
3
[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."
@BTCtreasuries βœ“ 36.7K 308.2K 8.4x 3.4K Apr 7
4
[video] JUST IN: Strategy’s Michael Saylor just said, "The idea of digital credit is to give a bank account to a billion people that pays them 10% without volatility." "We've invested $60 billion in a crypto reactor to create $10-20 billion a year high yield bank account backed by
@BTCtreasuries βœ“ 37.9K 257.5K 6.8x 2.1K May 1
5
[video] Michael Saylor just made a STATEMENT. Buy #102: $1.28 BILLION deployed in 7 days. πŸ“Š The numbers: - @Strategy bought: 17,994 BTC - Miners produced: 3,150 BTC - MSTR captured: 571% of weekly supply πŸ”₯ The flex: Strategy bought as much Bitcoin THIS WEEK as miner RIOT holds in
@TylerCompiler βœ“ 1.8K 203.2K 115.1x 1.2K Mar 9
6
[image] JUST IN: Strategy $MSTR buys an additional 17,994 #Bitcoin and now holds a total of 738,731 BTC. πŸ”ΈBitcoin 100 Ranking: 1πŸ†πŸ”Έ
@BTCtreasuries βœ“ 36.5K 183.4K 5.0x 201 Mar 9
7
[text] MSTR hit $534 on November 21, 2024. They had 331,200 Bitcoin. They now have 2.5x that with 843,775 Bitcoin. Back then they had 224.675M basic shares. Now they have 371.614M basic shares. Basic shares are up ~65%, but Bitcoin holdings are up ~155%. MSTR is going to smash
@AdamBLiv βœ“ 84.5K 132.9K 1.6x 2.7K Jul 6
8
[image] JUST IN: Investment bank The Benchmark Company analyst Mark Palmer just said that Strategy $MSTR will surge 540% to $570, following their new Digital Credit Capital Framework. "Strategy is now an active manager of both sides of its capital structure, a significant positive for
@BTCtreasuries βœ“ 39.4K 120.8K 3.1x 1.4K Jun 30
9
[video] Strategy $MSTR CEO Phong Le said, "I have a 1.75% 30-year mortgage. Instead of paying down that mortgage, I put $250,000 into $STRC that pays me 11.5%. That’s 10x my mortgage rate." πŸ”₯
@BTCtreasuries βœ“ 38.8K 120.0K 3.1x 908 May 25
10
[video] JUST IN: Strategy $MSTR CEO Phong Le just said, "We’re providing a loan to #Bitcoin for 30%, and we’re giving a portion back to $STRC holders at 11.5%." "Banks earn 5-30% yields on loans, then share a portion with depositors." "That is how the digital credit ecosystem works"
@BTCtreasuries βœ“ 37.3K 109.9K 2.9x 1.1K Apr 23
11
[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:
@AdamBLiv βœ“ 76.4K 103.1K 1.3x 1.3K Mar 10
12
[video] I think MSTR could go to around all-time high at only a 1.4x mNAV + $150k BTC. $150k Bitcoin is going to be incredibly cheap compared to the long term trend 1 year from now. If we start the climb back now, STRC gets turned back w/ $2b per month issued, and $500m of MSTR gets
@AdamBLiv βœ“ 83.9K 102.6K 1.2x 1.1K Jun 25
13
[image] Wait a second? Saylor is now back above his cost basis at Strategy… I was told he was going to be liquidated? πŸ€”
@AdamBLiv βœ“ 76.0K 99.8K 1.3x 3.5K Mar 4
14
[image] JUST IN: $14 Trillion BlackRock just revealed it bought 3.14 million shares ($535.6 million) more of #Bitcoin treasury company Strategy $MSTR and now holds a total of 17.75 million shares ($3.02 billion). 21.5% position increase by the world's largest asset manager πŸ”₯πŸš€
@BTCtreasuries βœ“ 38.6K 91.3K 2.4x 1.0K May 18
15
[image] πŸ”₯SAYLOR ALREADY WON THE GAMEπŸ”₯ 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
@AdamBLiv βœ“ 75.5K 80.9K 1.1x 1.4K Feb 24
16
[image] Can we get an update? I was told that STRC was OVER.
@AdamBLiv βœ“ 85.2K 74.8K 0.9x 1.3K Aug 8
17
[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).
@BTCtreasuries βœ“ 36.3K 72.1K 2.0x 187 Feb 26
18
[video] JUST IN: Metaplanet's @DylanLeClair just said that "99% of big pools of trillions of dollars of capital in the world can't buy #Bitcoin." "Michael Saylor realized this from 2020 onward and started creating instruments for each of those pools. I think $STRC is the golden goose."
@BTCtreasuries βœ“ 37.7K 71.8K 1.9x 468 Apr 29
19
[image] DO YOU UNDERSTAND WHAT IS HAPPENING RIGHT NOW? There are lots of companies in the S&P 500 who don't make HALF in PROFIT for an ENTIRE QUARTER for what Strategy just absorbed in THREE HOURS.
@AdamBLiv βœ“ 81.6K 71.4K 0.9x 699 May 14
20
[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 πŸ‘€
@BTCtreasuries βœ“ 35.9K 71.0K 2.0x 1.0K Feb 23
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[video] JUST IN: Strategy $MSTR CEO Phong Le just said, "If we could take 1% of $300 trillion credit universe that'll triple AUM of #Bitcoin and triple price of BTC to $230,000 just with digital credit." "We could take 1% of the credit market. It's not a lot. That's all I'm asking for
@BTCtreasuries βœ“ 37.6K 69.1K 1.8x 911 Apr 28
22
[text] I missed Apple. I missed Berkshire Hathaway. I missed Microsoft. I missed Meta. I missed Google. I missed Amazon. I will not miss Strategy. $MSTR
@AdamBLiv βœ“ 85.3K 68.1K 0.8x 2.3K Aug 13
23
[image] It is genuinely hilarious how many Saylor haters and MSTR bears can't do this simple math LMAO:
@AdamBLiv βœ“ 82.1K 64.6K 0.8x 999 May 29
24
[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.
@BTCtreasuries βœ“ 36.8K 61.7K 1.7x 1.2K Mar 24
25
[text] Robinhood should adopt $STRC. They currently pay 3.35% on uninvested cash. Instead they could: β€’ Sweep idle cash into $STRC (~11.5%) β€’ Pay users 5.75% β€’ Keep 5.75% Users get a higher yield. $HOOD doubles its spread. The fintech that figures this out first wins. @vladtenev
@BTCoptioneer βœ“ 2.1K 61.2K 29.0x 1.4K Mar 12
26
[image] WOW: STRC down to $92.88! Market pricing the risk at 12.39% effective yield. The dividend is getting paid.
@AdamBLiv βœ“ 82.8K 60.9K 0.7x 790 Jun 5
27
[video] BREAKING: Strategy $STRC has raised enough capital to buy 2,463 #Bitcoin today Over $200 million in ATM proceeds ABSOLUTELY WILD πŸ”₯
@BTCtreasuries βœ“ 38.3K 59.7K 1.6x 789 May 11
28
[video] JUST IN: Strategy’s Michael Saylor just said, "#Bitcoin is going to rally. I think that will catalyze a rally in all the BTC treasury companies and cause a rally in demand for digital credit." "We're setting up a massive supply shock." πŸ”₯
@BTCtreasuries βœ“ 37.6K 54.3K 1.4x 843 Apr 28
29
[video] I charted the 2-year moving average of MSTR, Bitcoin, gold, and SPY since Jan. 1, 2020. The results are financial pornography. MSTR: +1,751% Bitcoin: +1,073% Gold: +157% SPY: +118% MSTR beat Bitcoin by 1.6x. Bitcoin beat gold by 6.8x. Bitcoin beat SPY by 9.1x. MSTR beat gold
@AdamBLiv βœ“ 82.0K 52.9K 0.6x 546 May 25
30
[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%
@AdamBLiv βœ“ 75.6K 52.7K 0.7x 948 Feb 26
31
[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.
@AdamBLiv βœ“ 77.7K 51.7K 0.7x 678 Mar 30
32
[image] MSTR holds $145 of Bitcoin behind every share. The stock trades at $85. The market is pricing this for a funeral. I modelled whether it deserves one πŸ‘‡πŸΌ
@OnChainMind βœ“ 13.2K 49.3K 3.7x 121 Jun 26
33
[image] The year is 2030. Bitcoin is $500,000. Strategy has 1,750,000 Bitcoin. 8.33% of the network. $875 billion in assets. The cybernetic Fort Knox is still in its infancy. LASER FOCUS.
@AdamBLiv βœ“ 84.3K 48.8K 0.6x 1.3K Jul 3
34
[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.
@AdamBLiv βœ“ 79.3K 48.2K 0.6x 857 Apr 17
35
[video] JUST IN: Strive's Jeff Walton (@PunterJeff) responds to Coffeezilla calling $STRC a Ponzi scheme. "The difference between a Ponzi scheme and a capital management vehicle is that a Ponzi scheme doesn't have reserves. A capital management vehicle does." "Almost 100% of insurance
@BTCtreasuries βœ“ 38.1K 46.7K 1.2x 626 May 8
36
[text] I’d argue $200,000 Bitcoin within 2 years is realistic. I’d argue Strategy will have 1,000,000 Bitcoin within one year. That’s $200 billion of assets. 1x mNAV stock price means Strategy is a Top 100 company in the world by market cap. Within 2 years. How long will the S&P
@AdamBLiv βœ“ 85.3K 46.5K 0.5x 1.1K Aug 9
37
[image] On the day of the largest nominal price crash in Bitcoin’s history, February 5th, STRC went to $93.67. One day later it was back at $98.76. Strategy has acquired 130,204 more Bitcoin since then.
@AdamBLiv βœ“ 82.7K 46.3K 0.6x 551 Jun 4
38
[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."
@BTCtreasuries βœ“ 36.8K 45.8K 1.2x 158 Mar 27
39
[image] Don’t lose focus now. $MSTR
@AdamBLiv βœ“ 85.3K 45.5K 0.5x 1.6K Aug 9
40
[video] JUST IN: Strategy $MSTR CEO Phong Le said, "If headwind means trading at $73,000 but tailwind means all-time high, this is an opportunity to buy more #Bitcoin. Headwinds turning into tailwinds." "We have a lot of tools to use and we'll do the right things at the right time to
@BTCtreasuries βœ“ 38.9K 42.3K 1.1x 691 May 29
41
[image] JUST IN: Strategy $MSTR CEO Phong Le just bought 55 shares of Stretch $STRC stock at an average price of $99.41 for $5,467 on behalf of his children. Bitcoiner dad securing the future for his kids πŸ™ŒπŸ”₯
@BTCtreasuries βœ“ 38.9K 41.9K 1.1x 756 May 27
42
[video] BREAKING: Strategy $MSTR CEO Phong Le just said they might raise over $80 billion this year to buy more #Bitcoin and beat SpaceX as the largest equity issuer. "it'd be difficult but it's not out of the question" Thats over 1,100,000 BTC πŸš€πŸ‘€
@BTCtreasuries βœ“ 38.9K 41.5K 1.1x 720 May 29
43
[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
@AdamBLiv βœ“ 75.9K 41.2K 0.5x 563 Mar 2
44
[video] BREAKING: Strategy $STRC just raised enough capital to buy 2,781 #Bitcoin today Over 5,000 BTC stacked in just two days! SAYLOR IS UNSTOPPABLE πŸ”₯
@BTCtreasuries βœ“ 38.3K 40.5K 1.1x 770 May 12
45
[text] Can you imagine how insufferable the MSTR bros are gonna be when the stock hits $1,000 LMAO
@AdamBLiv βœ“ 81.6K 40.2K 0.5x 993 May 14
46
[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 πŸ‘€ πŸ”₯ THIS IS ABSOLUTELY WILD
@BTCtreasuries βœ“ 36.8K 40.2K 1.1x 680 Apr 13
47
[video] JUST IN: Strategy's Michael Saylor just said, "Our company will probably buy all #Bitcoin produced by the miners between now and the year 2140." "The credit market itself is absorbing all organic supply of BTC from now to forever." πŸ‘€πŸ”₯
@BTCtreasuries βœ“ 38.7K 39.6K 1.0x 546 May 21
48
[image] The MSTR $275 Dec 2028 LEAPS out here acting like 7x Bitcoin and 2.5x MSTR. If you heavily allocate here and Bitcoin goes down, you will likely be a homeless crackhead. If you heavily allocate here and Bitcoin goes up, you will likely retire your bloodline and have up to six
@AdamBLiv βœ“ 80.8K 39.2K 0.5x 848 May 1
49
[image] JUST IN: $880 billion asset manager AllianceBernstein has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $450.
@BTCtreasuries βœ“ 36.8K 38.7K 1.1x 215 Mar 25
50
[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.
@AdamBLiv βœ“ 75.7K 37.8K 0.5x 741 Feb 27