Adam. Livingston

The Bitcoin Wizard | Author of The Great Harvest |

@BitcoinForCorps

| Analysis

@Swan

| Advisor

@usdat21

| MSTR + MTPLF + ASST HODLER |

[Adam. Livingston @AdamxBliv]

The MSTR shareholders still happily holding below $100 are the best shareholders Strategy could ask for.

This is because whoever is left KNOWS what the OWN.

They understand that dilution is an input for an end result that is worth it. An input is not the output.

[Adam. Livingston @AdamxBliv]

Bitcoin has returned +6.35% since the cycle high in 2021.

The S&P 500 has returned +45.88%.

$100 DCA into the S&P would have turned $155,600 into $217,903.

You'd be up $62,303 for +40%.

$100 DCA into Bitcoin would have turned $155,600 into $262,260.

[Adam. Livingston @AdamxBliv]

Corporate America will steal 40 years of your life and then assign a mandatory financial-wellness webinar to explain why your poverty is caused by coffee.

The presenter is a divorced man named Brent wearing a Plantronics headset with exposed yellow foam.

[Adam. Livingston @AdamxBliv]

Corporate America will steal 40 years of your life and then assign a mandatory financial-wellness webinar to explain why your poverty is caused by coffee.

The presenter is a divorced man named Brent wearing a Plantronics headset with exposed yellow foam.

[Adam. Livingston @AdamxBliv]

.

[BTC Bro @BTC_broo]

The average $MSTR holder needs (not expects, NEEDS - huge difference) a generational bull run just to break even.

[Adam. Livingston @AdamxBliv]

$MSTR

[Michael Saylor @saylor]

One integrated view of Strategy’s Bitcoin balance sheet and capital structure. The MSTR-BTC dashboard brings gross and net reserves, per-share economics, valuation, duration, floor, breakeven, hurdle, yield, and gain into a single framework. Live at https://t.co/uGbtzwJ4Pu.

[Adam. Livingston @AdamxBliv]

Strategy

[Strategy @Strategy]

At today’s capital structure, $BTC could fall 11.4% annually for 5.8 years, and Strategy could still fully fund interest and preferred dividends while maintaining a 1.0x BTC Rating. $MSTR

[Adam. Livingston @AdamxBliv]

$BTCO 💯

[Adam. Livingston @AdamxBliv]

Corporate America will steal 40 years of your life and then assign a mandatory financial-wellness webinar to explain why your poverty is caused by coffee.

The presenter is a divorced man named Brent wearing a Plantronics headset with exposed yellow foam.

[Adam. Livingston @AdamxBliv]

MSTR bears have performed the rare intellectual achievement of looking directly at:

843,775 BTC
$3.23 billion in cash
$35.2 billion of net Bitcoin reserve
2.60× senior-claim coverage

…and concluding Strategy is six Tuesdays away from being repossessed like a 2011 Nissan Altima

[Adam. Livingston @AdamxBliv]

This is why holding Bitcoin is SUPER EASY:

$BTC has had:

458 positive weeks
360 negative weeks

Median green week: +5.88%
Median red week: -4.47%

So Bitcoin goes up more often, and when it goes up, the typical move is 32% larger than the typical decline.

[Adam. Livingston @AdamxBliv]

Strategy owns 843,775 Bitcoin.

With zero additional buying for 10 years, this would be the terminal value of the stack:

10% CAGR: $148B
15%: $232B
20%: $355B
25%: $533B
30%: $789B
35%: $1.15T
40%: $1.66T

The bear case is apparently that the company holding 4% of all Bitcoin

[Adam. Livingston @AdamxBliv]

MSTR is objectively one of the most interesting securities on Earth.

It has $12 billion of call open interest against a $34.76 billion market cap.

That is 34.52%, compared with 3.40% across the Magnificent Seven.

A 10.16× difference.

[Adam. Livingston @AdamxBliv]

Every Bitcoin all-time high manufactures thousands of temporary macro experts.

Every bear market quietly manufactures permanent Bitcoiners.

One group gets likes.

The other gets richer.

History has developed a noticeable preference.

Be on the right side of history.

$BTC

[Adam. Livingston @AdamxBliv]

Corporate America will steal 40 years of your life and then assign a mandatory financial-wellness webinar to explain why your poverty is caused by coffee.

The presenter is a divorced man named Brent wearing a Plantronics headset with exposed yellow foam. His PowerPoint recommend

[Adam Livingston @AdamBLiv]

🚨NORMIES WILL SELL THEIR ORGANS FOR BITCOIN IN 2030🚨

By 2030, the same people who called Bitcoin a scam will be whispering “how much do I need?” like they’re buying oxygen in a burning building.

This video breaks down the exact psychological meltdown that turns casual observers into frantic buyers with trembling thumbs and personal loans.

Scarcity plus mass panic equals a bidding war, and the latecomers always pay in time, dignity, and overtime shifts.

Stack calmly now, or audition for the 2030 regret Olympics:

[Adam Livingston @AdamBLiv]

We had a Bitcoin all-time high four months ago.

If 2026 brings 2% rate cuts, CLARITY Act, no recession, and a risk-on regime?

I see no reason why we can't be back at $126k four months from now in June.

And I definitely don't see any reason why we can't be considerably higher than that by EOY.

No price predictions, but it's easy to see how the regime can change this year.

[Adam Livingston @AdamBLiv]

This is the time when you EARN IT.

You see, normies don't make financial decisions by studying reality.

They make decisions by reading the room.

If you look at a normie's portfolio, it is basically a mood ring that reacts to social approval.

Remember, for these people, if the thing isn't on the front page, it doesn't exist.

If their bank app doesn't offer it, it feels illegal.

If their HR portal doesn't have a checkbox, it feels like a scam invented by a guy in a hoodie who drinks mushroom coffee and owns a katana.

So they WAIT. They WAIT for permission.

They want Bitcoin to arrive dressed like a respectable adult.

They want a logo, regulated wrapper, a talking head with nice teeth.

They want a commercial with a golden retriever running through a field while someone says "Secure your financial future!"

While they are selling life insurance to people who still write checks.

That is their entire operating system.

Comfort first, reality later.

We want reality first, comfort later.

Early adoption always feels socially expensive.

It costs you status.

You have to be willing to look like a complete idiot for long stretches of time.

Normies will protect their social standing and choose the safe opinion.

They outsource their emotional constraints to vibes or to the so-called "experts".

They want a green checkmark next to their Bitcoin.

They want a parental signature.

They want somebody to say "it's okay sweetie, you're allowed to own this now."

And the funny part is, they'll call themselves early the moment that they arrive because humans love cosplay.

They will post "Finally decided to diversify!" like they're an explorer...

...discovering a continent we've been living on for years.

The truly early move is tolerating social discomfort while the math stayed calm.

Buying more Bitcoin.

[Adam Livingston @AdamBLiv]

Bitcoin has returned +6.35% since the cycle high in 2021.

The S&P 500 has returned +45.88%.

$100 DCA into the S&P would have turned $155,600 into $217,903.

You'd be up $62,303 for +40%.

$100 DCA into Bitcoin would have turned $155,600 into $262,260.

You'd be up $106,660 for +68.55%.

That's the beauty of DCAing with Bitcoin's volatility.

Even if you take a timeframe that's badly cherry picked for Bitcoin's total return...

...those who are consistent win out.

HODL.

[Adam Livingston @AdamBLiv]

How can we take Kevin O'Leary's opinion on Bitcoin seriously when he passed on the BedJet?

Dude is complete clown.