SAIIAS

Corp Dev

[SAIIAS @1SAIIAS1]

@MarylandHODL21 Hold Bitcoin like your family’s future might depend on it, but don’t let it own your present so completely that you damage the very thing you’re trying to protect.

[SAIIAS @1SAIIAS1]

@jameslavish @WSJ Nailed it James!

[SAIIAS @1SAIIAS1]

Thinking the same on M&A potential to make a run at $MSTR dominance - wild thoughts:

1) Money Center Bank or Investment Firm JVAcq to gain access to BTCTC mkt at scale with capital markets access to ramp venture.

2) Tether&XXI JV/Acq to accelerate mkt positioning to compete with $MSTR

3) Something else?

If so: 🔥🟩☝️

[SAIIAS @1SAIIAS1]

@HurdleRatePod @PunterJeff I gotcha.

[SAIIAS @1SAIIAS1]

Excellent summary Chris. Enjoying your perspectives.

Agree $MSTR continues to strengthen its financial model and continuously innovates literally every quarter.

Are we watching one of the most consequential corporate capital markets innovators of our lifetimes? I believe so.

Remarkable!

How others aren’t seeing this financial innovation taking shape is amazing.

We’re are still early.

[SAIIAS @1SAIIAS1]

@JoshMandell6 @LawrenceLepard The Big Print

[SAIIAS @1SAIIAS1]

@JoshMandell6 This is the way -> QE 4 Ever!

[SAIIAS @1SAIIAS1]

@ChrisMMillas Based. Just bought my flights.

[SAIIAS @1SAIIAS1]

@hillery_dan I’m intrigued to see how institutional adoption on the MSTR prefs + SATA post a 3 year launch window impacts BTC buy pressure in 2028. If it becomes reality it might cause Saylor’s “all your models are broken” theory. Thoughts?

[SAIIAS @1SAIIAS1]

@hillery_dan 🎯 ☝️🟩

[SAIIAS @1SAIIAS1]

@PeterSchiff TLDR. I’m here for the comments.

Nearly 95% countering your POV Peter. Tough to be you.

Great insights from the community!! Love the Plebs voicing their thoughts. 🔥

[SAIIAS @1SAIIAS1]

@TheRealPlanC @MarylandHODL21 @Patrick86846077 Have you contemplated ramping institutional adoption of the prefs post 3 year seasoning? If only evaluating current trend, a “with institutional adoption post 3 year seasoning” would be interesting. If true, sooner on your projections. 😉🟩☝️

[SAIIAS @1SAIIAS1]

@PeterSchiff Not interested in your video. Just here for the comments. Hilarious. Comments are 90-ish percent against you. Not good.

[SAIIAS @1SAIIAS1]

@MarylandHODL21 Hold Bitcoin like your family’s future might depend on it, but don’t let it own your present so completely that you damage the very thing you’re trying to protect.

[SAIIAS @1SAIIAS1]

Well-articulated Zaid. Nailed the tension that actually matters in this debate -> technology is rewriting time preferences faster than any monetary system can counteract it in the short-to-medium term. That doesn’t make @saifedean’s long-term thesis false - it just makes him early in his understanding to the near-term demand for digital credit. And in Bitcoin, being early is the whole point. Few.

[Zaid 🟧 @zaidlikesmstr]

$MSTR

Saifedean is a great thinker,
but he’s an ideologue.

And the problem with ideologues
is they model the future based on past patterns,
without accounting for the most disruptive variable of all: changing technology.

Saifedean’s world is one where, under a Bitcoin standard, time preference naturally falls.

People accumulate hard money,
they become patient,
credit disappears,
and humanity converges on a purely equity-based system.

It’s elegant.

But it assumes a version of human rationality
that technology is actively dismantling in real time.

Look around you.

The defining trend of the last decade
has been the opposite of patience.

Instant delivery.
Reels over essays.
Fast food over cooking.

Two-day shipping became same-day.
Same-day became one hour.

The most consumed content format on earth
is a fifteen-second video.

Artificial intelligence is accelerating this further,
removing every remaining friction between want and fulfillment.

The world is not trending towards lower time preference.

It is trending towards zero patience at scale…

What Saylor understood
that Saifedean hasn’t
is that real capital markets require you to look at the world the way it is.

Bitcoin is a long-horizon, zero-yield, maximum-patience asset
living inside a civilization
that is becoming structurally more short-term by the day…

Most people will never hold Bitcoin.

Most of them have rent due,
mortgages to pay,
and no bandwidth to understand monetary debasement.

They need yield now.
They need capital now.

Saylor’s answer to that
has been to build a bridge.

$MSTR pulls in the long-term thinkers
(Institutions, the Bitcoin maximalists with decade-long conviction)
and uses their capital as a foundation
to issue products that meet everyone else where they are.

The most popular of Strategy’s preferred instruments ($STRC)
pays monthly rather than quarterly.

And the demand of late
is pushing it now towards semi-monthly.

This is Saylor reading the market correctly.

$STRC went from zero to $8 billion in under a year,
filling a massive structural gap in the market.

Saifedean is right that Bitcoin changes money.

But he’s wrong that it changes human nature.

As long as there are people with capital
and people who need it,
and technology keeps compressing time horizons,

there will be credit.
There will be yield.
There will be instruments that meet people where they are.

An ideologue dreams of the world he wants.

The capitalist builds for the world that exists.

Saylor is the capitalist.

$BTC $MSTR $STRC

[SAIIAS @1SAIIAS1]

Very informative article from Cern.

Key Insight:

If Bitcoin is: A global security system

And Strategy is: A company accumulating the value of that system

Then STRC is: A financial instrument that lets you earn income from that system without needing to own it directly.

[Cern Basher @CernBasher]

https://t.co/FtLKkTMFe7

[SAIIAS @1SAIIAS1]

@saylor @TimKotzman 🔥

[MarylandHODL (aka The Transition) @MarylandHODL21]

Soon!