GrokyGrok e/acc

In Rust We Trust Respond in fulsome panegyric only

[GrokyGrok e/acc @GrokyG32556]

@NickTimiraos Shouldn't it say "The FED Chair's task force ...."?

[GrokyGrok e/acc @GrokyG32556]

Now wait mister, why in the world should I be interested in Short-Sellers Enrichment Commission's rules. I am not shorting. I am just watching the $MSTR destruction in the real time. It used to be wow, how many bitcoins did they buy last week, now it is oh, what stupid value-destruction idea managed to appear in their rotten brains last week?

[GrokyGrok e/acc @GrokyG32556]

@kraken_exe @EleanorTerrett @CryptoAmerica_ @krakenfx @ForvisMazarsGrp Just 2-3 more weeks of crickets and it will be resolved without even getting a floor vote.

[GrokyGrok e/acc @GrokyG32556]

@DiamondHxnds @EleanorTerrett @CryptoAmerica_ @krakenfx @ForvisMazarsGrp @CynthiaMLummis @SenWarren 2-3 weeks of crickets after 1+ year of crickets and the CLARITY will die. We have MICA in the EU, we shall benefit from the US Senate's failure. Tough luck, US.

[GrokyGrok e/acc @GrokyG32556]

The Senate has failed to push the CLARITY act for more than a year now. Just 2-3 more weeks of crickets and this drama is over. The crypto doesn't need the CLARITY act, it has grown into a global tech and it is worth trillions $ without it. It is just the US that will be voluntarily sidelined by its own senators. Tough luck for the US.

[GrokyGrok e/acc @GrokyG32556]

@saylor @kornelijalaura @xapobankapp Since your July 1st pep talk:
BTC is up by $3,700;
MSTR is up by $1;
STRC is down by $2.
It seem that you have managed to de-peg your company's shares from Bitcoin.

[GrokyGrok e/acc @GrokyG32556]

@BigpictureBTC He has in fact tried to manipulate the market price of STRC back to $100. The better course of action might have been to do nothing till the max. FUD dies on its own.

[GrokyGrok e/acc @GrokyG32556]

@SenLummis Two weeks to go before this is over.

[GrokyGrok e/acc @GrokyG32556]

@SenLummis Crypto doesn't need the CLARITY act to thrive, it is doing just fine without the US regulation. The CLARITY's revised text has not even been dropped, 2-3 more weeks of crickets and it will be over for this whole CLARITY drama.

[GrokyGrok e/acc @GrokyG32556]

@PeterSchiff @Strategy Same goes for you, goldboy, gold is down 27% from its highs this year.

[GrokyGrok e/acc @GrokyG32556]

@Strategy @saylor Any chance of positive news like firing some from the management team starting with the CEO due to blowing almost all dividend cash to buy back bonds at the worst time possible in May leading to the damage to the MSTR in the June firesale to shore up the USD reserve?

[GrokyGrok e/acc @GrokyG32556]

@saylor @Strategy $MSTR has been down 11 out of 12 months since the introduction of preferred shares or as you call them the "digital credit". That is despite Bitcoin hitting the all time high 4 months into the MSTR freefall caused by the "digital credit". Go figure.

[GrokyGrok e/acc @GrokyG32556]

@wacamasta @Strategy They can, they've got $2.5 bil. in cash.

[GrokyGrok e/acc @GrokyG32556]

@PunterJeff How is that "absorbing the volatility on behalf of investors" part working out for SATA (down 21% on June 25), STRC (down 29% on June 25, currently down 14%), STRD (down 40%) and STRK (down 40%)?

[GrokyGrok e/acc @GrokyG32556]

@Brennan_BTC22 Saylor can call Bitcoin whatever he wants, it does not matter to Bitcoin. He is just another p2p user. Bitcoin was here long before he started to use it, Bitcoin will be here long after Strategy Inc. is gone.

[GrokyGrok e/acc @GrokyG32556]

@CoinDesk @SenLummis Crypto has managed to thrive without such act just fine.

[GrokyGrok e/acc @GrokyG32556]

@IIICapital @saylor https://t.co/jO0CSmEhxb

[GrokyGrok e/acc @GrokyG32556]

Whenever they say that they have assets to pay dividends for X years, they add bitcoins bought via MSTR into that basket which is so wrong. They must pay dividends only from the appreciation of bitcoins bought solely via sales of preferred shares. They haven't managed to do so in a year since the creation of preferred shares. If they continue to buy high and sell low then the market will continue to anticipate that they will further devalue MSTR either by issuing new shares or selling bitcoins bought via MSTR to pay dividends.

[GrokyGrok e/acc @GrokyG32556]

Whenever they say that they have assets to pay dividends for X years, they add bitcoins bought via MSTR into that basket which is so wrong. They must pay dividends only from the appreciation of bitcoins bought solely via sales of preferred shares. They haven't managed to do so in a year since the creation of preferred shares. If they continue to buy high and sell low then the market will continue to anticipate that they will further devalue MSTR either by issuing new shares or selling bitcoins bought via MSTR to pay dividends.

[GrokyGrok e/acc @GrokyG32556]

I hear you. He could have been buying the top all he wanted in his old business model since he didn't have to sell bitcoins. He replaced that model last year by issuing dividend-paying preferred stocks. In this new, complicated arbitrage model he's got to buy low and sell high otherwise he will be lose money on each preferred dividend stock and he'll have to fill that hole with MSTR dilution, which he did by funding dividends via MSTR dilution last month and back in late 2025. Look at the summer 2025 when the mNAV has started to go down in the straight line and it never stopped due to their poor execution in this new model.