Kevin

Defi farmer 👩‍🌾

[Kevin @KevinAggies]

@0xVeryBigOrange 一直就是这么回事 空头假装不懂而已😂

[Kevin @KevinAggies]

@kevinlhr88 It’s such an ironic that no one calls a real estate company's debt a ponzi. it's a bet that they'll repay you after building apartments and turning a profit. Same with STRC: if people don't believe in Bitcoin, it's obviously not for you. (But not a ponzi)

[Kevin @KevinAggies]

@AdamBLiv Preferred equity can only become liability in a liquidation event, which is impossible for a company without debt. IYKYK

[Kevin @KevinAggies]

@BTCoptioneer @saylor @Strategy Selling BTC at 66k and buy back some at 60k?

[Kevin @KevinAggies]

@bixunbuluo 下星期ipo可能会是一个利空出尽的事件 SpaceX早期投资者在获利之后 估计会有部份资金抄底BTC 毕竟现在其他AI股股值也很高了

[Kevin @KevinAggies]

@bonnazhu 嗯我知道你指是维持杠杆率 但他们买债明显是打算之后提升面粉量（参考Strive 没债但达 65%杠杆 市场奖励其溢价1.43x ）要止血必须尽快补足 2年利息 当然最好能纯靠 ATM 卖股 但我猜还得卖不少比特币 若每次只补一两个月无法重启 STRC 飞轮 与其温水煮蛙不如一次性割肉 正如你說融资停滞溢价基础就没了

[Kevin @KevinAggies]

@thejbullmarket US government could swap some of its BTC for MSTR shares, accumulating their stack (in BTC per share) at no cost to taxpayers

[Kevin @KevinAggies]

@david_seroy It’ll likely get pegged next week if Saylor announces replenishing cash reserves to 18 months runway. We’ll see.

[Kevin @KevinAggies]

@victalk6886 是的 不像恐慌下跌 像是大额Btc twap一直卖 可能是Salyor 要补足一年17亿美金的利息 这样的话也算是一次性利空 等下个星期sec报表就知道了

[Kevin @KevinAggies]

@ZynxBTC No problem a green candle can’t fix. If any, make it two.

[Kevin @KevinAggies]

@BTCoptioneer @DailyStackHQ And none of these assets even compete with BTC. The thesis is as ridiculous as claiming SpaceX or Nvidia rivals McDonald’s or Walmart.

[Kevin @KevinAggies]

@btc690000 而且比特币解决的问题是所有AI公司都解决不了，这个角度来看Btc 市值其实是被严重低估的

[Kevin @KevinAggies]

@AdamBLiv Last time BTC hit $66k, $ASST was $7. 😄

[Kevin @KevinAggies]

@jiaofei01 是 莫名其妙现在被迫要出售BTC 最近诡异的价格应该也就是卖币套现 下礼拜一就知道了

[Kevin @KevinAggies]

@KevinZbtc 最大的问题是把分红现金拿去买债 现在只剩六个月了 拿着STRC都慌了

[Kevin @KevinAggies]

@Jeremybtc I think they’ve been selling nonstop since last week to rebuild cash reserves. Filings next week will confirm.

[Kevin @KevinAggies]

@joao_wedson Agree. AI is great, but its growth won’t displace other assets long-term. People still need to eat at McDonald’s and shop at Walmart. Bitcoin solves a core financial problem that AI can’t.

[Kevin @KevinAggies]

@BTCoptioneer Don’t think so. The biggest mistake was using cash reserves to repurchase debt, which $STRC holders didn’t expect. Now they have to sell BTC to replenish the deficit as a consequence.

[Kevin @KevinAggies]

@AdamBLiv They’ve learned their lesson about keeping adequate cash reserves in the future