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@FocusofForever
Strategy Maxi | Terminal Accumulation Thesis | MSTR 100% | BTC 0%
I'm happy to announce that I have reached 1k followers. I want to say thank you for following me. Follow me if you are interested for updates with Strategy, insights into Strategy maximalism, terminal accumulation theory with BTC. Haters can also follow me to bookmark my…
Pleasing traders to push Nav higher by stopping doing ATM has higher cost. $100B ATM right now get you 833k BTC Waiting for x2 NAV and realize BTC is now $1m each. You only get 100k BTC. You only got 1/8 of BTC because you are scared to hit ATM. Ignore crybabies, traders, ATM…
No buybacks. No redemption for MSTR shares to have BTC. Imagine BlackRock started giving houses away to their shareholders… they would never 😂 Don't be silly. You shouldn't buy Strategy to lobby Saylor to change their Strategy. It’s BEST Strategy you can have!
No. Saylor don’t give capital away that easily. Strategy growing their BTC holdings are best for shareholders.
You cannot front-run Strategy because they will be front-running everyone forever. “Wow! They are getting 21k BTC. I'd better buy BTC to frontrun them! *empty savings account to buy BTC* A month later… Strategy: “New Preferred Stock Offering sized at $10B” “Damn, I don't…
You must be new. We’ve always had a group of remarkably salty and desperate ‘shareholders’ in our midst. Back before our November top people used to be bearish on our lack of ‘new Bitcoin products’. They’re quiet about that now, of course, and pretend they never said it.…
The irresponsibly long MSTR group is remarkably, extremely, desperately salty and bearish. Kind of intriguing, since their absolute, bulletproof euphoria in November was the literal pico top.
Oh oh oh! 😁 Was taking @Saylor’s $21M in 21y of ~200x multiplied by the 100x for @Strategy , which does not appear to be too unreasonable given that the biggest fish in the pond will liberate the most captured $$$ into Bitcoin… This may sound delusional to most, but I…
Pushed to $2.5B from $2B rumors. 🤯🤯🤯 $STRC will be bigger than all preferred stocks combined long term. People love to buy short-duration yields. 17k BTC jumped to 21k BTC if BTC is $118k It will accelerate Strategy’s path to its monopoly of BTC. I won't be shocked that…
Trump: “We are coming to take over Fed to cancel debt — sending inflation to moon” Me: Why you aren't 100% Strategy yet? 🤷♂️
The Strategy Maximalism Movement is growing. I saw a 10% increase in my followers over the last 3 days. It tells me that the more focused and powerful you get in your content. You stand out bright among people. It's not about gaining followers to get a dopamine boost; it's…
Banks will be forced to buy BTC to keep issuing credit or be capitulated into Strategy. You cannot force people to accept your fiat by guns if merchants won't accept that fiat but only fiat backed by BTC.
Fed going to be taken over to commit massive QE to print the debt away. Probably right after Powell term ends. May 2026 Biggest winners who ones who hold assets. Index funds, gold, BTC, and Strategy shareholders. Biggest losers are savers. Fiat backed by BTC will be extremely…
The “Experts” are estimating $MSTR Earnings to be NEGATIVE for Q2. Actual Earnings will be ~$48 EPS FOR THE QUARTER. What happens then… 🤔 Hence why I plowed another $40k into buying MSTR Calls today. 🚀
Just saw some posts claiming that $STRC is oversubscribed and plan to raise $2B. That's bullish as crazy. 17k BTC acquired incoming. I smell 20k BTC after a dot day soon. I can imagine $STRC becoming the most liquid thing ever bringing hundreds of billions for Strategy at low…
$MSTR is not competing against BTCTCs. Rather, the exact opposite is true. Other BTCTCs are in a position where they have to try and express how they offer an advantage over MSTR. $MSTR is competing with the Mag7, aka the tech monopolies. TYFYATTM! 🫡
Saylor: We are doing things that are accretive. BTC is pristine digital captial and finite, you want have many BTC as you can. Whosever owns most BTC create rules. *Ends with a stoic stare*
That's how badly crybabies cry that we forgot about $STRC. $STRC is most bullish thing ever. Strategy can raise billions and billions to acquire BTC and only pay with appreciating shares that outperform 9-10% interest. Imagine demand is so crazy that people give $100B for…
More BTC you have equals to more future cashflow you will have. Hence most important KPI is total BTC.
What is the point of holding ANY equity? How do you value an equity with a balance sheet denominated in Bitcoin? Balance sheet strength clashing with expectations of future cash flows (aka dividends and buybacks) in MONUMENTAL proportions.
$MSTR | $STRK | $STRF | $STRD | $STRC - I want to speak on mNAV quickly and the constant chatter around it. Case in point "@Strategy needs to stop the ATM to let the mNAV run". Here's a piece of the mNAV puzzle and why that approach | claim just doesn't make sense. Despite the…
Wrong! Tell me what is the most important KPI? Let's quiz you all to see if you all understand terminal accumulation theory?
The most important KPIs for a BTCTC: 1. Share price 2. mNAV expansion 3. Everything else
Strategy now have $500T or so TAM.
The WORLD’s balance sheet is the largest Total Addressable Market (TAM) by an order of magnitude Bigger than: cell phones & computers AI chips cars, robots and taxis cloud computing and enterprise software The world’s balance sheet needs an upgrade. Only a few can see it 🟩👆🏼
There is nobody eats Bitcoin as breakfast like Saylor.
Just Bitcoin for Breakfast