Still early. The cube is still turning. ๐ง
ValueQube is gathering people who care about value, assets, AI, and on-chain finance.
Come closer:
X: https://t.co/nFSWU1aQA6
TG: https://t.co/kTaV6C1mhh
DC: https://t.co/0RIen9zqqQ
#ValueQube#RWA#AI
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.
Working Note:
I was ready to put the LANDING PAGE online today.
Then Cloudflare decided my first launch test should be email access.
Startup life:
you prepare for market risk,
then trip over a pebble called inbox.
A good TradFi x DeFi should not make finance harder to understand.
It should make every position explain itself.
What is it?
How is it valued?
Where is the risk?
When can the user act?
#ValueQube
VALUE is what we want to make readable.
QUBE is where the cube starts to turn.
I love this logo because it brings the cube and the letter Q into one simple mark.
Working note:
Most RWA tokens still look like a ticker + balance.
That is not enough...
I want to turn value into a cube you can rotate:
each face readable,
each position explainable.
Not a wrapped asset.
A readable asset object.
$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/3sIqqF3FCR