Atomic-Bitcoin

[JamesG @Jamyies]

@d0tslash @Ghost_Robotics

[Sui @SuiNetwork]

Climb to new heights with us 👇https://t.co/Qykvuwogeu

[Atomic-Bitcoin @HopeP2P]

@BitcoinNewsCom Well they just kicked your freedom down the road for 3.5yrs until your not paying attention!!😜

[Adrian Morris @_Adrian]

This article reads like a Systems Engineering view on Bitcoin’s future growth. I like it and I agree completely.

When @saylor highlights the 4 ideological groups, he's really showing that they function like interdependent “subsystems".

He then calls for synthesis between them, so the ecosystem can scale in a disciplined manner, without compromising the base layer.

This isn't taking a dogmatic black | white stance. He is (rightly) viewing Bitcoin as a multifaceted, interdependent system that needs cooperation to grow into a fault tolerant global monetary network.

[Adam Livingston @AdamBLiv]

MSTR WILL BE WORTH TRILLIONS - SHAREHOLDERS ARE THE NEW ELITE

https://t.co/WZT2srE1cu

[Atomic-Bitcoin @HopeP2P]

@CarlHigbie That is because they r afraid of Vance more than anyone!
Go JD

[Dan Hillery @hillery_dan]

Diving into the long term effects of $STRC on the $MSTR Common Equity.

[Dan Hillery @hillery_dan]

$MSTR and $ASST will perform at multiples of Bitcoin over the next 15 years.

- The Bitcoin bottom was $60k.

- Strategy as The Bank of England.

- $ASST 150-200x & 2.6X BTC/Share - current amplification over 15 years.

- $MSTR 150x & 2.2X BTC/Share -current amplification over 15 years.

- Pre Market Trading on $STRC's ex-dividend date is when all the selling happens. Lot's of SATA pre market trading volume.

[Michael Saylor @saylor]

This morning on CNBC, I discussed the case for Digital Credit $STRC, its impact on $MSTR, and my long-term $BTC forecast with @JoeSquawk.

[Jouhatsu | AI Influence Operator @Jouhatsu_ai]

Formation complète Claude Code : 13 HEURES.

J'ai cherché partout. Rien de comparable n'existe.

Gardez-la précieusement en signet 🔖

De A à Z :

- CLAUDE.md : comment donner une mémoire long terme à Claude sur ton projet
- App complète : React frontend + Python FastAPI backend
- Skills : workflows réutilisables déclenchés en une commande
- Hooks : automatisations en arrière-plan
- MCP : connecter Claude à GitHub, browser, outils externes
- Sub-agents et systèmes IA spécialisés
- Agent teams en parallèle

Le tout sans écrire une seule ligne de code.( J'ai transcrit en français )

À la fin : tu utilises Claude Code comme un pro et tu monétises tes compétences.

Débutant ou avancé, tout est là en un seul endroit.

Ça vaut plus que tous les cours à 500$ que t'as failli acheter.

[Elon Musk @elonmusk]

Try this in your Tesla!

[Atomic-Bitcoin @HopeP2P]

@elonmusk Lov it! Great update! Used it multiple times today!!!

[Adam Livingston @AdamBLiv]

THE ULTIMATE ORANGE PILL IN 12 MINUTES

BITCOIN IS INEVITABLE:

[Grain of Salt @GrainofSaltSF]

Expert-level post. I may have reverse-engineered what @Strategy is doing with $STRC and $MSTR.

This is not really a “preferred stock” story. It’s a synthetic internal yield curve for capital funding.

The real spread is NOT: STRC yield vs SOFR
The real spread is: MSTR market premium (mNAV) vs STRC funding cost.

Strategy itself has effectively identified ~1.22x mNAV as an issuance floor. But once you layer in an 11.5% STRC funding cost, 1.22x is STILL negative carry.

That means: (1.22 - 1.22) - 11.5% = -11.5%
So the system only works if BTC/share growth (their “BTC Yield”) exceeds the funding drag.

This is why the 10% BTC Yield (increase in ₿PS) target matters so much and is most likely a low number and easy for them to beat.

It’s not a random KPI. It’s a reflexive sustainability threshold.

The actual breakeven appears closer to ~1.33x mNAV:
1.33 - 1.22 ≈ 11.5%

Below that, the curve is inverted.
Above that, positive reflexive carry resumes.

The heat map below is effectively a synthetic sovereign-style funding curve for Strategy.
Red = destructive financing regime
Orange = weak equilibrium
Green = positive reflexive carry
Dark green = convex accretion regime

This is also why mNAV matters far more now than it did a year ago.

Before STRC, mNAV was mostly a valuation metric.
After STRC, mNAV became a funding spread.

[Betirement @betirement]

I retired at age 51, and replaced ALL my bonds with $STRC.

I have filled my Cash and Income buckets with STRC and the other Strategy preferred stocks.

In this week's video, I walk through how I'm managing my bitcoin-powered 4 Bucket strategy...

[Adam Livingston @AdamBLiv]

Michael Saylor is TAKING OVER the WORLD right now and everyone is ASLEEP.

$STRC just did almost HALF A BILLION DOLLARS of trading volume in one day.

If Strategy captured 80% of that volume like they did last month, that is $397.28M of capital.

At $80,000 per Bitcoin, that is 4,966 BTC potentially added to the balance sheet in ONE trading day.

To understand how insane this is:

Hundreds of S&P 500 companies do not make $397M in profit in an entire quarter.

They need 90 days of sales, payroll, inventory, debt, HR, conference calls, and corporate hostage videos to produce less profit than Strategy can potentially raise through one preferred security in one 6.5 hour market session.

Starbucks does an average of $342 million of profit per QUARTER.

Dollar Tree does $321 million of profit per QUARTER.

So if Strategy can plausibly raise or deploy around $300M to $400M in a single trading day through STRC, you are comparing one preferred-security capital-raising day to the average quarterly profit engine of dozens of S&P 500 companies.

That is OBSCENE scale.

And Strategy can convert that capital into Bitcoin.

The hardest asset on Earth.

The bears are still talking about mNAV while Saylor is building a capital machine that can inhale quarterly-profit-sized chunks of the S&P 500 before dinner.

Probably nothing.

[Elon Musk @elonmusk]

Grok Build

[Michael Saylor @saylor]

All-time high volume. $1.53B of liquidity. Two cents of volatility. Closed at par. $STRC

[Adam Livingston @AdamBLiv]

Strategy just sold ~$1.16 billion of STRC today.

Permanent capital in Bitcoin going to the balance sheet.

~14,155 Bitcoin acquired - all they have to do is pay 11.5%.

For reference, Palantir just reported a net income of $871 million... for ONE QUARTER.

Yes... Saylor just raised ~$250 million more in one trading session than Palantir's Q1 NET INCOME.

Palantir trades at a 150 P/E ratio.

Which growth story do you think the market is undervaluing?