Chris Millas ✓

[image] If anyone ever asks you why you'd want to own $MSTR or $STRC alongside $BTC, show them this.

[image] $STRC is the second fastest product in history to reach $5B. That is remarkable.

[video] $MSTR investors watching the thesis play out after the record $STRC raise last week:

[image] Can we just take a moment to acknowledge something. $STRC has been trading at or above par all week: 1. During a bear market. 2. With Bitcoin down almost 50% from its ATH. 3. When indexes were down on the week. 4. During a full-scale war in the Middle East. 5. $STRC is less

[text] Grab a coffee. Time to address @coffeebreak_YT’s video on Strategy and $STRC. 1. Coffeezilla argues that ~11–12% yield makes $STRC suspicious. 11–12% isn’t a number Saylor randomly plucked out his ass. It is a function of modelled assumptions based on projected underlying

[text] In theory, Strategy can FORCE its own business model to succeed. The reason is ironically simple. Bitcoin has an absolute fixed supply. So every $1 used to BUY Bitcoin does not equate to a $1 increase in the PRICE of Bitcoin. It equates to a DISPROPORTIONATELY larger increase

[image] $BTC is for saving. $MSTR is for investing. $STRC is for earning.

[text] I remember being down ~80% on $MSTR during the 2022 bear market. Had I not had conviction, I’d have panicked and sold my shares. Instead I kept buying. 4 years on and that conviction has paid off and I am 150% up. If you're currently down on $MSTR but not panicking and

[text] I am fully prepared for $MSTR to go to zero. I am also fully prepared for $MSTR to go to $10T. This is the way.

[image] It is genuinely quite incredible how $STRC has maintained par this week despite the continued hostile macro environment. That is a major signal. We’re literally watching history being made in real-time.

[text] If $MSTR isn’t going to zero, then it’s going to $1T. And if it’s going to $1T, then it’s probably going to $10T.

[image] Here we go. Search queries for $STRC have hit an all-time-high on Google. Are you starting to understand what’s happening?

[image] We are back to being +200% up on $MSTR. The best is yet to come.

[text] In 2018, Tesla was the most hated stock on Wall Street. Everyone thought it was going to go bankrupt and that Elon Musk was a fraud. $TSLA is now a +$1T company. In 2026, Strategy is one of the most hated stocks on Wall Street. Everyone thinks it’s going to get liquidated and

[text] I genuinely haven’t come across a SINGLE intelligent bear case for $MSTR. All I’ve seen is an endless number of midcurve, emotionally-driven takes from people who are either trying to look smart, are low IQ or have Saylor Derangement Syndrome. The only genuine threat to the

[image] Let’s put this into perspective. Through $STRC, Strategy was able to raise $377.1M in ONE WEEK and buy Bitcoin: 1. Which increased Bitcoin Per Share by ~0.27%. 2. During a bear market. 3. With Bitcoin down almost 50% from its ATH. 4. When indexes were down on the week. 5.

[image] The big 3 are cooking today.

[text] Imagine you’re a 70-year-old retiree that wants exposure to Bitcoin. Owning spot Bitcoin is probably a BAD idea because of the volatility. Owning a product that strips away the volatility that pays you an 11.25% yield is probably a GOOD idea. That’s what $STRC is. And that’s

[text] Strategy is going to be the ONLY public company to ever reach 2 Nakamotos.

[image] Weekly ATM proceeds. $STRF: $0M $STRK: $0M $STRD: $0M $STRC: $78.4M $MSTR: $90.5M

[image] $STRC continues to set ATH's for global Google searches.

[text] If you haven’t spent AT LEAST 100 hours studying $MSTR then your opinion is irrelevant.

[image] IT'S OFFICIAL. Strategy now owns more Bitcoin than BlackRock. $MSTR

[image] $MSTR is a triple IQ test. First you need to understand money. Second you need to understand Bitcoin. Third you need to understand Strategy.

[text] Michael Saylor’s pivot to Bitcoin in 2020 is likely to turn out as the greatest strategic pivot in the history of financial markets. $MSTR

[text] $MSTR bears have gone from: “There's no demand for $STRC.” To: “There's no demand for the prefs apart from $STRC.” This tells you everything you need to know.

[image] $BTC is for Freedom Maxi investors. $MTSR is for Return Maxi investors. $STRC is for Yield Maxi investors.

[image] Weekly ATM proceeds. $STRF: $0M $STRK: $0M $STRD: $0M $STRC: $1B $MSTR: $0M

[image] Strategy is building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come. At today’s price, the company represents a highly asymmetric opportunity. Here's my updated $MSTR thesis following the 2025 Q4 earnings,

[text] If you think Strategy is going to fail, then you essentially believe one or both of two things: 1. Bitcoin will fall greater than 90% at some point. 2. Bitcoin won’t compound at a minimum of 2% per year from here on over the long-term.

[image] 1/ A summary of my thoughts on Michael Saylor's recent interview with Bankless. This was one of his best interviews to date. 🧵

[image] HOLY MOLEY! Stretch raised almost $2.2 BILLION last week. $STRF: $0M $STRK: $0M $STRD: $0M $STRC: $2.17B $MSTR: $336M

[image] A summary of my thoughts on Phong Le’s recent interview with Natalie Brunell. 1. Like I've said before, Phong is a very impressive and articulate communicator. He’s no longer a supporting act to Saylor. He’s increasingly becoming a credible public face of Strategy in his own

[image] Don’t worry, I’ve updated the bio. $BTC $MSTR

[image] What do you notice? $MSTR $STRC

[image] Even after adjusting for inflation, $STRC is still the second fastest product in history to reach $5B. This makes the achievement even more remarkable.

[text] Congrats to all of the $MSTR bears who have only recently come to the groundbreaking realisation that if Bitcoin fails so does Strategy.

[image] Strategy's annual dividends obligation is currently $1.2B. Today, $STRC raised almost $1.1B. That is ONE PRODUCT in ONE TRADING DAY. And we haven't even considered common equity yet. Nuts. Absolutely nuts.

[image] Saylor continues to destroy the $MSTR FUD. What irrational, mid-curve, low IQ narratives will bears invent next?

[text] You always see people criticise Strategy for buying the Bitcoin top at $70K, $80K, $90K etc. You never see people criticising Strategy for buying the Bitcoin top at $10K, $20K, $30K etc. Lesson in there.

[image] As things stand: → BlackRock holds 786,329 BTC. → Strategy holds 761,068 BTC. The gap is 25,261 BTC. Strategy is about to become the LARGEST single holder of Bitcoin on the planet.

[image] By the end of the week, Strategy will likely own more Bitcoin than Blackrock. Wild.