When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BTC and cash reserves by ~$300 million, and $MSTR fell into the $13 range by year-end.
We stayed focused, strengthened the company, and executed our strategy. Since then, Strategy has raised over $60 billion of additional capital and invested it in Bitcoin, adding more than 716,000 BTC. Today, our BTC and USD reserves exceed debt by ~$48 billion. Thank you to everyone who believed, endured, and took the long view.
Excellent overview of why The Big Print is inevitable.
Warsh Must Choose The Dollar Or The Bond Market | Luke Gromen https://t.co/s7SEK3Qpgk via @YouTube
JUST IN: US HOUSE TO DISCUSS 0% CAPITAL GAINS TAX ON #BITCOIN PAYMENTS TODAY
A DE MINIMIS EXEMPTION FOR BTC
LIKE, IF YOU WANT THIS PASSED IMMEDIATELY 🚀
TFTC 755 w/ @_Checkmatey_: "When the bubble finally cracks, Bitcoin's going to be the most underowned, forgotten asset of all time. No one's gonna own it. Who's gonna sell it?"
We discuss:
⚡ The 4x divergence
⚡ Saylor's de-risk
⚡ Apathy = bottom
$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/98lMXWW4XF
We're doing another @Bitkey giveaway!
A built-in screen. No seed phrase. 2-of-3 multisig.
Follow @Bitkey and us, RT to enter. ✅
Winner announced Tuesday 6/9 at 4PM EST.
Even as I agree or disagree around the margins at times, more-so in terms of magnitude or timing than overall direction, I continue to view @LukeGromen as one of the absolute best references out there.
https://t.co/VAChoVxQ82
23.5 hours later... there's an app and it's open source.
It tracks activities & sleep. It has full sensor support: HR, SpO2, HRV, Temperature, Motion, etc.
Imagine a father who secures $100K in spot Bitcoin.
He holds the asset until the valuation hits a massive $5,000,000.
Liquidating the position directly triggers devastating taxes on $4,900,000 of pure profit.
So he executes the perfect institutional maneuver instead.
He locks the Bitcoin in a legal trust, takes out a collateralized loan against the stack, and lives off the borrowed liquidity.
Because he never executed a sale, his tax liability remains at absolute zero.
Upon his death, the heirs receive the Bitcoin with a brand new cost basis set exactly at $5,000,000.
The government cannot legally touch a single cent of the accumulated gain.
This is exactly how generational wealth is permanently secured.
🇨🇺🇺🇸 Nick Shirley dropped raw footage from inside Cuba:
No oil, gas, medicine, or eggs. Most people are going hungry.
Within 24 hours, he says intelligence agents followed him and a 2-star general interrogated him at 4 AM.
He had to plan an escape.
My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026.
0:00 - Strategy’s Bitcoin sale controversy
0:36 - Why Strategy may sell Bitcoin
3:12 - “Never sell your Bitcoin” explained
4:40 - How Strategy buys more Bitcoin than it sells
6:33 - Michael Saylor’s Bitcoin accumulation philosophy
8:04 - Using Bitcoin liquidity and market arbitrage
11:14 - Responding to Ponzi scheme criticism
13:32 - STRC trading patterns and Bitcoin buying
15:05 - What really drives Bitcoin’s price
17:58 - Bitcoin, macro risks, and Fed policy
19:43 - Bitcoin as digital capital and digital credit
21:52 - Strategy’s dominance in preferred stock issuance
23:09 - AI, digital credit, and Bitcoin’s future
24:36 - Saylor’s childhood inspiration and MIT story
I just received the latest report on the food security situation in Cuba, and it's much more alarming than we thought.
Some data I received:
- Nearly 40% of the Cuban population is spending between 5 to 10 hours just trying to find food.
- 34% of Cubans say they go to bed hungry.
- 83% of Cubans fear that the dictatorship will continue imposing new restrictions to access food.
- In some provinces like Granma, 76% have stopped consuming dairy products
- 79% of the population believes that the only way to have a good diet is to secure a position in the regime.
Cuba deserves something better.
The new @Bitkey dropped with a built-in secure screen and we're giving one away 🟠
No seed phrase. 2-of-3 multisig. Biometric login.
Follow @Bitkey and us, RT to enter. ✅
Winner announced Tuesday 5/12 at 4PM EST.