Irresponsibly Long $MSTR

[image] JUST IN: Strategy $MSTR just hit a new YTD low of $103.82. Like, if you are still HODLING ✊🔥

[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] JUST IN: $2.1 trillion BNY Mellon just disclosed it bought 101,810 shares ($18.7 million) more of #Bitcoin treasury company Strategy $MSTR and now holds a total of 1 million shares ($187.2 million).

[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

[image] JUST IN: Cantor Fitzgerald just said that "Strategy's top priority is getting $STRC back to par, which is key to restarting its #Bitcoin acquisition engine and strengthening its capital structure." "This makes it a good time to buy $STRC or $MSTR common stock." And reiterated

[image] The MSTR bear thesis now requires every possible funding source to be fatal. Common equity? Ponzi. Preferred equity? Dilution. Bitcoin sale? Death spiral. USD reserve? Fatal error. Debt retirement? Desperation. Victory is inevitable.

[image] STRATEGY’S S&P 500 CHECKLIST AT A $125K BITCOIN QUARTER-END U.S. company: CHECK Nasdaq common stock: CHECK $22.7B minimum market cap: CHECK Public float: CHECK Liquidity: CHECK. MSTR trades like a gas-station slot machine five minutes after the disability checks clear.

[video] The world is not prepared for Strategy to become the most valuable company in the world. Most valuable company in the world because of ASSETS HELD, not because of PHANTOM 200 P/E RATIO built on AIR in an age of UNCERTAINTY. $MSTR is unstoppable:

[image] MSTR is quietly assembling the largest non-bank corporate liquidity pool in human history while accounting departments still debate whether the office Keurig should be depreciated over five or seven years. Strategy owns 843,775 BTC. At $500K/BTC: $422 BILLION At $1M/BTC: $844

[image] 🚀DADDY WANTS TO RETIRE: MSTR CALLS ELECTRIC BOOGALOO EDITION🚀 Think Bitcoin can go to $250k in 30 months? Then the math on these MSTR calls is UNHINGED. BTC: $64,563 → $250,000 MSTR: $98.37 → $495.86 This assumes ZERO additional Bitcoin purchases and ZERO mNAV expansion.

[image] At $85, MSTR sits in the 0.1st percentile of its entire history on our Risk-Adjusted Composite, combining the Sharpe, Sortino and Calmar ratios. Either this is the beginning of MSTR going to zero… Or we’re looking at the largest risk-adjusted discount the market has ever

[image] 1. Sell MSTR at a premium 2. Retire STRC at a discount MSTR shareholders now have a larger slice of the balance sheet. ACCRETIVE:

[text] A man buys Bitcoin. A second man buys Bitcoin with cheap long-duration capital. A third man buys the second man at a premium because he expects him to keep doing it. The internet concludes only the first man understands math.

[video] It's weird... despite nothing but tremendous success in stacking the most of the best money... I only hear criticism from armchair critics.

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

[image] Strategy will be worth trillions and $MSTR shareholders will be the new wealthy elite. Bitcoin's 4-year moving average has never gone YoY-negative in 3,964 measurable days. Across all of those days, Bitcoin's price has traded above its 4YMA 93.3% of the time. Median multiple:

[image] So cool how it looks like Saylor was talking to Kratter... ...but he was also subtly talking to the entire Treasury Company community at the same time. 'BTC Yield is a narrow KPI.' - Nuke 1. 'It is not a measure of financial performance or valuation.' - Nuke 2. The BTC

[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

[image] JUST IN: $600 billion National Bank of Canada just revealed they more than doubled their stake in Bitcoin treasury company Strategy $MSTR, to 1.2 million shares ($116 million). A systemically important bank, doubling down. 🔥

[image] Not a lot of people are realizing that Strategy can pretty easily pay off the debt which will allow them to amplify Bitcoin by 70% with zero maturity risk on the balance sheet and in the next bull run to $300k they’ll have all the prefs being issued buying Bitcoin at the margin

[image] Fade at your own peril. $MSTR

[image] I WILL EITHER RETIRE VIA MSTR SHARES + CALL OPTIONS OR I WILL BE HOMELESS. THERE IS NO OTHER PATH FOR ME:

[image] JUST IN: Strategy $MSTR just surged to $175 🚀 Now up over 29% in the past week 🔥

[image] Strategy is in a totally unparalleled position of strength. This will be the most valuable company in the world:

[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] "Raising capital going forward is going to be really difficult" Saylor: raises $3 billion in less than 2 months

[video] BREAKING: Strategy's $STRC raised enough capital this week to buy 24,690 #Bitcoin Today was $STRC's 2nd largest day ever Over $1 BILLION in net ATM proceeds 🔥🔥

[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] Now there is a trend amongst Bitcoiners that Bitcoin is going to outperform MSTR on the way up in BTC. This is funny, and these people clearly live in the basements of their mothers, because they have clearly never had a mortgage. Imagine two people buy identical $500,000

[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

[text] We bought 100 MSTR shares this week. New Totals MSTR: 4,140 (+100) STRK: 430 Thank you for your support. BitStrategy Team

[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] JUST IN: Strategy $STRC shareholders' semi-monthly dividends voting just ended today. If approved, the first payment date under the new semi-monthly schedule is July 15th. Like, if you voted for semi-monthly dividends 🔥

[image] The winners and losers will be determined by how much Total Bitcoin each public company has.

[image] This is after an 80% drawdown. Excited for the next leg up.

[text] We have now been unfollowed by Saylor. It is a sad day for me, but not unexpected, given our recent activist campaign. We appreciate the period we have been followed and wish Saylor and Strategy all the best.

[image] I am getting sick and tired of the GHOULS who flat out ASSERT NONSENSE about STRC without even running the math. “If STRC is too successful and gets TOO BIG, how are they gonna pay the dividends?” WHAT ARE YOU EVEN TALKING ABOUT? Saylor is taking your cash and buying Bitcoin.

[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 BOUGHT ZERO BITCOIN. CEBE STILL WENT UP. They sold 5.43M MSTR shares 8.5% above CEBE NAV, then retired $28.893M of STRC claims for $25M. Gross BTC/share fell 1.41%. CEBE/share rose 0.131%, or 189 sats. Full breakdown:

[image] This is going to be the most valuable company in the world and they are going to put it smack dab right in front of your face for the entire journey there. Inevitable. $MSTR

[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

[image] STRC MADNESS IS UPON US. We still have all of next week before the ex. div date too. I imagine we will be back to par immediately after that and have another full month of capital raising at the 11.5% rate. WE ARE GOING TO THE MOON. $MSTR

[image] On October 6, 2025, Bitcoin reached $124,728. Strategy owned 640,031 BTC. Treasury value: $79.83 BILLION. Strategy now owns 843,775 BTC... an additional 203,744 BTC accumulated since that ATH. When Bitcoin merely returns to $124,728: MSTR Bitcoin treasury: $105.24 BILLION

[image] $100,000 into three investments with Bitcoin going up 25% per year for 10 years. A: 100% into Bitcoin. Result: $931,323. B: 100% into STRC, dividends into BTC. Result: $482,408. C: 100% into MSTR w/ 33% amplification ratio. Result: $1,764,705

[image] STRC is a $15-$30 Trillion opportunity with a 5%-10% capture of the $300 trillion credit market. Throughout all of history, the best product always wins in the marketplace. Bullish.