SacTown HODL ⚡️✝️

God | Father & Husband | Passionate about Bitcoin | Eager to help build products that solve real-world problems |

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

Think you’re building wealth with stocks, real estate, or other “appreciating assets”?

Hate to break it to you… you’re just trying not to drown in a pool the government keeps peeing in.

Let’s talk inflation, taxation, and why Bitcoin matters 🧵👇

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

@PunterJeff @IIICapital 👏🏽

[Cory 🦢 Real Bitcoin @ Swan.com @CorySwan]

Saw the final cut of "Bitcoin Season" last week and WOW is it good. Going to do some heavy orange pilling with this one!

Trailer dropped moments ago on YouTube: https://t.co/KCsZ5oq32V

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

@Holy__Bible1 Amen 🙏🏽

https://t.co/DrCCvMmbXz

[𝐓𝐡𝐞 𝐏𝐫𝐞𝐬𝐞𝐫𝐯𝐞𝐫 @ThePreserverofU]

WHEN GOD WANTS YOU TO BECOME A KING, HE WILL

1. Takes away the people you thought were permanent.
2. Gives you repeated failures.
3. Makes you struggle financially.
4. Breaks your heart.
5. Lets you to face betrayal.
6. Keeps delaying your success.
7. Put you in the darkest nights.

Finally, tests you with pain, loss, and rejection until you become unstoppable.

God doesn’t prepare kings in comfort.
He forges them in fire, struggles, and silence.

If you’re going through hell right now, it’s because God is preparing you for something much bigger.

Keep going, King.
Your throne is being built through these struggles.

[Adam Livingston @AdamBLiv]

Literally could not be more bullish on Bitcoin.

- SATA about to start daily dividends
- STRC about to start semi-monthly dividends
- MSTR volume sucking up Bitcoin
- CLARITY Act on the way
- Oversold according to almost every indicator
- ETF plumbing keeps expanding
- Metaplanet prefs soon?
- Interest expense pressure
- Satanic global debt machine running hot
- Bitcoin becoming productive collateral
- Strategic Bitcoin Reserve "proceeding with all deliberate speed” - come on Bessent, don't screw us
- Business cycle expansion
- State level Bitcoin reserves
- RIA allocation ramps slowly normalizing 1-5% exposure
- Halving in under two years
- QT end / liquidity pivot coming eventually
- Rate cuts on horizon
- Fiat credit stress
- Wars proving use case
- Bearish sentiment near peak exhaustion

Everyone is bored while the most bullish Bitcoin setup in history is quietly loading.

[Holy Bible @Holy__Bible1]

Heavenly Father,

Thank You for Your love, mercy, and faithfulness. Guide my steps today and fill my heart with Your peace. Give me wisdom in every decision, strength in every challenge, and faith to trust You in all circumstances.

Forgive my sins and help me walk in Your ways. Protect my family and loved ones, bless our lives, and draw us closer to You each day.

May Your will be done in my life, and may I bring glory to Your name in all that I do.

In Jesus’ name I pray,
Amen. 🙏❤️

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

Best time to accumulate some BTC!

[Matt Cole @ColeMacro]

staying humble and stacking sats 🫡

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

Amen 🙏🏽

[Holy Bible @Holy__Bible1]

“For I know the plans I have for you,” declares the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.”

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

@AdamBLiv

[Josh Howerton @howertonjosh]

@sesamestreet Guys, there is no universe in which it makes sense to message to children about sexual desires, regardless of worldview.

Stop and think about what you’re doing.

[Holy Bible @Holy__Bible1]

Heavenly Father,

Thank You for Your love, mercy, and grace. Please guide me today, give me strength for every challenge, and fill my heart with peace. Protect my family and loved ones, forgive my sins, and help me walk in Your ways. Increase my faith and remind me that You are always with me.

In Jesus’ name, Amen.

[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.

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

@saylor Smart move 🧐

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

@ColeMacro 👏🏽 moving on 🆙

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

About me & what I’m looking for:
I’m looking for Senior Product Manager, and Product Manager roles preferably in the insurance and Fintech software industries where my expertise shines.
I’ve previously worked at Applied Systems, Revenue Solutions, Inc., and Williams-Sonoma Inc.

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

Hi everyone! I’m seeking a new role and would appreciate your support. If you hear of any opportunities or just want to catch up, please send me a message or comment below. I’d love to reconnect. #OpenToWork

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

@Gyata_Ba_ ❤️ it! Praise God

[Mike Alfred @mikealfred]

Larry Fink likes Bitcoin. Donald Trump likes Bitcoin. Kevin Warsh likes Bitcoin. Scott Bessent likes Bitcoin. Stan Druckenmiller likes Bitcoin. Paul Tudor Jones likes Bitcoin. Elon Musk likes Bitcoin. And you and your uncle Joe think you're smart for not liking it? Get real.

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

Mind blowing 🤯 math folks

[Adam Livingston @AdamBLiv]

🚀ASST MOON MATH🚀

Picture this, kids.

Bitcoin starts at $77,492 today.

Strive owns 15,390.7 BTC.

ASST trades at $18.53.

Current amplification ratio: 43.9%.

Now run the machine.

Assume Strive buys 500 BTC per trading day using SATA once daily dividends are here.

That's only 2,500 Bitcoin per week. Nothing crazy.

That means SATA preferred outstanding grows, BTC stack grows, and the company keeps the amplification ratio locked at today’s 43.9%.

To keep the machine balanced, ASST sells enough common to offset the preferred leverage and fund the 13% annual SATA dividend.

The capital from SATA goes straight into Bitcoin.

The common issuance keeps the structure from getting too top-heavy.

The result is a BTC acquisition flywheel stapled to a tiny equity denominator.

In this scenario, the Strive adds ~123,052 BTC over 5 years with common stock ASST issuance.

Using CEBE math, current common equity effectively owns about 10,358 BTC after senior claims.

That is roughly 14,085 CEBE sats per basic share.

Now assume Bitcoin compounds at 30% CAGR.

No heroic BTC supercycle fantasy.

No $1 million Bitcoin tomorrow.

Just 30% annual BTC growth and 500 BTC per trading day getting absorbed into Strive’s balance sheet like a financial Roomba eating the global bond market’s anxiety medication.

Projection:

Year 1:
BTC: $100,739
ASST BTC stack: 264,006 BTC
CEBE sats/share: 44,132
ASST: $75.48

Year 2:
BTC: $130,961
ASST BTC stack: 455,249 BTC
CEBE sats/share: 58,458
ASST: $129.97

Year 3:
BTC: $170,250
ASST BTC stack: 602,359 BTC
CEBE sats/share: 69,611
ASST: $201.20

Year 4:
BTC: $221,325
ASST BTC stack: 740,174 BTC
CEBE sats/share: 80,463
ASST: $302.34

Year 5:
BTC: $287,722
ASST BTC stack: 909,238 BTC
CEBE sats/share: 93,023
ASST: $454.40

Starting ASST price: $18.53
Five-year modeled ASST price: $454.40

That is a 24.5x.

Bitcoin does 3.7x in the same model.

ASST outperforms Bitcoin by roughly 6.6x.

Why?

Because the magic is not only BTC price appreciation.

The magic is CEBE sats per share.

Current CEBE sats/share: 14,085
Modeled year-five CEBE sats/share: 93,023

That is the entire thesis.

The common shareholder is riding Bitcoin plus a preferred-funded accumulation engine plus a tiny denominator plus capital structure torque.

Now what if they buy more than 2,500 Bitcoin per week?

What if we get a BITCOIN SUPERCYCLE?

ARE YOU STARTING TO SEE WHERE THIS IS GOING?

STRIVE IS GOING TO RETIRE MY BLOODLINE:

[SacTown HODL ⚡️✝️ @Alfonso_Quant]

@Gabepluguez Love this! God is good and his blessings are abundant. Congratulations on having your first of many children