i.AM77⚡️

“ . . . because you’ve never seen a miracle. ” $BTC $BCH $MSTR $STRC $ASST $SATA 🧨 🚀✨

[Matt Cole @ColeMacro]

Bitcoin is on sale.

[Matt Cole @ColeMacro]

Strive acquired an additional 73 $BTC for ~$4.7 million at an average cost of ~$63,646 per bitcoin.

$ASST $SATA

[Michael Saylor @saylor]

Strategy has acquired 1,587 BTC for $100 million to increase our $BTC Reserve to ₿846,842. We have also increased our USD Reserve by $100 million to $1.1 billion. $MSTR $STRC https://t.co/27PYXJN7GD

[SpaceX @SpaceX]

Liftoff! First $SPCX trade complete 🚀

[Watcher.Guru @WatcherGuru]

JUST IN: Elon Musk officially becomes the world's first trillionaire following SpaceX IPO.

[Matt Cole @ColeMacro]

Strive acquired an additional 32 $BTC for ~$2.1M at an average cost of ~$63,911 per bitcoin.

$ASST $SATA

[Michael Saylor @saylor]

32?

[Phong Le @phongle]

Our corporate @Strategy is to increase net Bitcoin and Bitcoin per share over time. Rumors otherwise are just rumors.

[Adam Livingston @AdamBLiv]

Strategy spent 1,554 days stacking its first 252,220 BTC.

162 BTC/day.

Since November 2024?

591,486 BTC in 568 days.

1,041 BTC/day.

That is a 6.4x acceleration.

~31,700 BTC/month.

~380,000 BTC/year run rate.

And the mouth-breathing crypto traders on here are criticizing this, thinking it's on the verge of collapse.

The machine is just getting started, and they hate that.

Bullish $MSTR.

[Michael Saylor @saylor]

A good time to add more dots.

[i.AM77⚡️ @0xiam77]

@DeadSeaTrader $55k✨

[i.AM77⚡️ @0xiam77]

@WaltonCoinlord Just bookmarked it!…

[Michael Saylor @saylor]

@ColeMacro @Strive for Bitcoin

[Matt Cole @ColeMacro]

Strive acquired an additional 2,500 $BTC for ~$185.2M at an average cost of ~$74,092 per bitcoin.

STRIVE SNAPSHOT
Bitcoin holdings: 19,000
QTD BTC Yield: 23.0%
YTD BTC Yield: 36.7%
Amplification ratio: 57.0%

Cash was increased to maintain 18-month dividend reserve.

$ASST $SATA

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: Strive $ASST buys an additional 2,500 #Bitcoin and now holds a total of 19,000 BTC.

🔸Bitcoin 100 Ranking: 7🔸

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: Strive just announced it expects to raise both its $ASST and $SATA ATM programs by $2.1 billion each, which would bring the combined ATM capacity to $5.15 billion.

Reflecting a sustained increase in liquidity and demand for both securities. 🔥🚀

[Matt Cole @ColeMacro]

Strive expects to increase the size of both the $ASST and $SATA ATM programs by $2.1 billion each, reflecting a sustained increase in liquidity and demand for both securities.

We will provide a balance sheet update tomorrow pre-market.

[Adam Livingston @AdamBLiv]

ASST from $17 to $793.

From May 1st to May 22, the company has reported $150 million deployed into Bitcoin.

Let's assume they raise even less. Let's go with $100m per month with SATA issuance.

$100M/month preferred issuance buying BTC, 13% preferred cost, dividends paid via share issuance, CEBE mNAV held flat at 1.7x.

Common stock sold to buy Bitcoin, zero common stock issued to buy Bitcoin.

30% BTC CAGR.

Starting point:

$17.67 ASST
16,500 BTC
14,080 CEBE sats/share
35.3% senior claim drag

Year 5:
$153/share
61,264 BTC
32,825 CEBE sats/share
8.7x from today

Year 10:

$793/share
73,320 BTC
45,845 CEBE sats/share
44.9x from today

And the psychotic part is the model keeps CEBE mNAV flat at 1.7x the entire time.

No multiple expansion required.

The senior claim drag falls from 35.3% to 16.7% because fixed fiat claims get slowly humiliated by BTC appreciation.

Bitcoin goes up, residual common equity exposure grows, and the bears are left screaming at a spreadsheet like it owes them child support.

Bullish ASST.

[Michael Saylor @saylor]

Working ₿etter.