AInversorBTC

Capital, libertad, trabajo duro, inversiones y $BTC.

[AInversorBTC @AInversorBTC]

@Ciriaco_SPQR @polenmanana11 Se las pueden robar entre mafiosos, pero eso no cambia nada el destino de España bajo el régimen del 78.

[Bit Paine ⚡️ @BitPaine]

So if and when $STRC returns to par (as designed) in say, 2 weeks or perhaps 2 months, will the fault be on you and other engagement- baiting hacks for inciting panic and convincing people to sell at the bottom during an obvious period of short seller market manipulation?

Will you take responsibility for convincing people to sell at a loss and lose capital they could have recovered?

No, of course you won’t.

If the only people who actually *lost money* on $STRC were people who got margin called (which strategy never endorsed) or sold the bottom (because of people like you) is that Saylor’s fault?

In what $STRC prospectus or marketing material was it promised that the security would NEVER lose par even during a bitcoin crash? In what $STRC prospectus or marketing material was it promised that the security would return to par always within seconds?

The presence of stabilizing mechanisms do not imply those mechanisms will always work under all market conditions with the same robustness and rapidity, particularly when the security is new.

[DragonCrip @DragonCrip]

Qué mal comprador es Strategy, ¡se va a la quiebra!!

Pero como, si tiene más de 200.000 Bitcoin comprados por debajo de los $60k .
Estamos en el suelo del mercado y todavía tiene una fortuna en BTC adquiridos por debajo de ese nivel.

Podría vender apenas 17.000 BTC comprados en $10.000 y obtendría una ganancia realizada del 600% con suficiente efectivo para cubrir casi un año de intereses.

Tu estrategia de tesorería puede fallar cuando el 100% de tus BTC fueron comprados por encima del precio actual. Ahí sí estarías acorralado, porque cada BTC que vendas lo estarías vendiendo con pérdidas.

[AInversorBTC @AInversorBTC]

@German_rma @Axel_Mnvn jajajajajaajjaajajajaja me lo guardo también, futurólogo.

[Adam Livingston @AdamBLiv]

Stacking Bitcoin is the most responsible thing you can do as a father in 2026.

Sorry kid, daddy didn’t want you eating bugs and living in a pod while Klaus and his buddies laugh.

Have some generational wealth instead.

[Alex 👽 @AlexesNakamoto]

“Strategy is going bankrupt.”

Peter Schiff just said this today.

Saylor’s response? He already gave it two months ago:

“You can’t pay a dividend on preferred stock that would create an insolvency event.”

Translation: preferred stock does not force bankruptcy. If Strategy can’t pay the dividend without becoming insolvent, the dividend gets suspended.

That’s it.

But here’s the part people keep missing:

“If Bitcoin goes up 2%, we can pay the dividends forever.”

If you don’t think Bitcoin can average 2% a year, why are you even looking at preferred equity in a Bitcoin company?

h/t @crypto_banter @Bankless

[AInversorBTC @AInversorBTC]

@German_rma @Axel_Mnvn No. No siempre tengo razón en todo. Me equivoco como todo el mundo. Pero, al menos, analizo las cosas antes de decir alguna tontería.

[AInversorBTC @AInversorBTC]

@German_rma @Axel_Mnvn Me guardo el tweet para cuando el mercado me la dé.

El mercado también tiene razón con el precio de BTC?

[Documenting Saylor @saylordocs]

Bitcoiners during the dip.

[AInversorBTC @AInversorBTC]

@OffshoreHODL Es un producto nuevo y necesita tiempo tanto para la configuración, como para su adopción.

[AInversorBTC @AInversorBTC]

@josehita @MiyagiCripto Otro tontito que no ha hecho los deberes.

Tú compra el cursito ese de Miyagi que vas a aprender lo que es una estafa de verdad.

[AInversorBTC @AInversorBTC]

2° Mentira: Saylor iba a verse obligado a vender BTC.

No necesitaba vender BTC ya que tenía y tiene Cash para pagar dividendos.

Ese no fue el motivo de la venta de 32BTC.

[AInversorBTC @AInversorBTC]

@Axel_Mnvn Qué tendrá que ver Saylor.

Bueno sí tiene que ver. Que si lo pongo en el tweet me harán más casito.

[Zynx @ZynxBTC]

I wonder how many people are actually running the numbers for $MSTR.

It's almost impossible for them to collapse.

$MSTR did more than $4 billion in trading volume yesterday alone. Monthly they do $80 billion comfortably.

Annual dividend obligations are $1.7 billion, so that works out to be $142 million a month.

Raising just 0.5% of monthly trading volume via the ATM generates $400 million.

That covers the dividend obligations entirely and leaves $258 million to add to the USD reserve every single month.

The liquidity is there and they have a ton of optionality.

The doomers are going to look like idiots.

[AInversorBTC @AInversorBTC]

Diciendo que MSTR es un ponzi y vendiendo cursos de Trading... Normal que me bloquees.

[AInversorBTC @AInversorBTC]

@ArmchairEcon4 Es normal pensar así cuando uno se cree las tonterías que leen en X.

No es normal si uno conoce en profundidad la estructura de la compañia y lo que puede ocurrir en casos adversos.

[Pio @piovincenzo_]

How long can Strategy withstand the bear market?

Bitcoin could stay under $50k for 2 years and Strategy would still be fine
$1.4B cash reserve that is actively being replenished

847k BTC on the balance sheet

Low leverage with $6.75B in convertible debt against $50B+ in Bitcoin and no margin calls

$STRC and other preferred shares give the company other levers to raise capital

The company can consistently raise capital through ATMs

Even if Saylor stepped away for a year, chill on his yacht, and the thesis doesn’t change

[AInversorBTC @AInversorBTC]

@BTCoptioneer No existe manera de liquidar a $MSTR

[Adam Livingston @AdamBLiv]

The MSTR dilution bears are quite literally the most mathematically illiterate people on the planet.

Let's say Strategy wanted to raise $312m this week to get to a full year of USD reserve dividend coverage.

Suppose the true CEBE premium collapsed to 0.90x.

They would need to dilute the basic shares by 1.15% for 2.2 months of dividend coverage.

CEBE impact of that would be -144 sats.

-144 sats today is 8.6 cents.

Yes. $0.08.

Don't you think MSTR shareholders will take that trade in exchange for 44% amplified exposure to Bitcoin?

MSTR never has to tap their reserves. EVER.

They can continue to sell shares, run out the clock, and wait for Bitcoin to go back up.

For me personally, I don't think we are entering a Bitcoin bear market that is going to last for 20 years.

Because I can do math, I will buy more MSTR.

[AInversorBTC @AInversorBTC]

@CrypttoManiac_ Bitcoin es libre.

Lo que haga Saylor no nos afecta a los bitcoiner.

Si una sola persona puede afectar a los fundamentos de BTC, entonces es porque BTC no es lo que pensábamos que era.