MSTR bears still haven’t figured out the most basic math on earth.
Strategy’s Bitcoin NAV all-time high was Oct. 6, 2025.
They had ~640,031 BTC.
BTC closed at $124,725.
Gross BTC NAV: ~$79.83B.
Since then, while bears were writing fan fiction about “dilution” and “Ponzi collapse,” Strategy stacked another 205,225 BTC.
They now hold 845,256 BTC.
That means Strategy does not need BTC to return to $124k+ for its Bitcoin NAV to hit a new all-time high.
It only needs BTC back to ~$94,442.
Read that again.
Strategy can break its old BTC NAV ATH with Bitcoin still ~24% BELOW the prior BTC price peak.
At $100k BTC, Strategy’s Bitcoin NAV is already ~$84.5B.
At the old $124.7k close, Strategy’s Bitcoin NAV would be ~$105.4B.
The bears spent the entire drawdown screaming about leverage while Saylor increased the stack by 32%.
They analyzed the wrapper and missed the weapon.
They mocked the machine while the machine lowered the hurdle rate for a new NAV ATH by more than $30,000 per BTC.
This is accumulation domination.
The bear case depends on pretending the numerator stopped growing.
It got 205,225 BTC bigger:
$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR
@WazzCrypto@ZynxBTC Uh, you can't inflate Bitcoin, thats the cool part of the dollar being pegged to the hardest asset on earth.
Now if we were to talk about Terra.....well, I would agree with you on that asset to collapse.
@rnewton7777 I've been keeping an eye on the monthly PMO indicator and well.....we are slowly getting there. I just wish the fireworks could get started sooner.
🔥WE NEED TO TALK ABOUT MSTR - STRC DEPEG + BITCOIN CRASH!🔥
MSTR is now down -28% over the last month.
The armchair critics are running rampant.
The anime profile pic anonymous trader goblins are running around acting like they can outmaneuver a mega-genius billionaire.
The Strategy conversation needs NUANCE.
Here I discuss the STRC depeg, MSTR crashing, and what it means for the future:
GameStop reports highest quarterly net income in company history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion.
https://t.co/BAu3T6V9w4
@ButtFarm69@ryancohen I was going to do the same but got busy before the market closed and missed out. Oh well. We only go up from here on out with my shares and warrants and Jan 2027 calls lol
@MarylandHODL@sunny051488 Maybe it old be shorter this time around? Median number between those two years would be 31.5 months. I'm not complaining but once the "winter" is over, we will see fireworks.
Come on man, how are you going to want to block the ball but then we he throws it at you, it hits your shoulder and then pretend like it hit your face....FAFO
@rushicrypto All is not lost, we can create a memorable life but it starts with those that lived that life to pass it on and remind the next generations that we are too good for technology to show us how to live our lives.
I genuinely think a lot of millennials are reaching the same conclusion at the same time.
We grew up watching technology make life better every year. Cell phones. iPods. Smartphones. An app for everything. It felt like the future was arriving right in front of us, and we couldn’t wait for what came next.
Then somewhere along the way, it changed.
Everything became a subscription. Social media became algorithms. Every day feels like another once-in-a-lifetime event. The things that were supposed to save us time somehow ended up demanding more of our attention than ever.
We were sold convenience.
What we got was a world that feels faster, louder, more expensive, and somehow less human.
And that’s why so many people I know dream about a completely different life now. Not more technology. Not more optimization.
Just a quiet job, a flip phone, a small town, and a place where life feels real again.