Everyone thinks @saylor is going to 7 days a week divs along the whole credit curve in some way to compete with @Strive - he is not.
He's doing that to out-innovate and future proof STRC in a 24/7 traded and tokenised market environment.
Bitcoin is 24/7 liquid, therefore it's derivatives must be 24/7 liquid ready - think bigger - @saylor has proven he see's the bigger picture and it's never been just one chess move ahead.
You’re going to wake up one day and ONE of MSTR’s digital credit products is going to have a $10 billion single block buyer - and that will be the start - it’s not a matter of if it’s a matter of when as the conditions align.
@saylor is cooking the credit curve and the credit optionality for everyone - and for that you needed to see the big picture on the $42 billion and grab the largest bitcoin balance sheet - FIRST.
This is when it will happen btw 👇
I have two important updates to share with you today as we continue to build Metaplanet into a global financial platform rooted in Bitcoin.
From the beginning, our strategy was never simply to accumulate Bitcoin. Our objective has been to build the leading Bitcoin financial company in Asia and, over time, become one of the leading Bitcoin financial institutions in the world.
Over the past year, we have worked to execute that strategy with discipline and speed: growing our Bitcoin reserves, expanding our operating businesses, broadening our access to capital, and laying the foundation for a scalable credit platform built around Bitcoin.
The pending Superplanet transaction, the development of Metaplanet Securities, the expansion of our distribution capabilities, and the continued growth of our Bitcoin holdings are all components of a unified long-term strategy.
Here are the latest steps on this journey:
- First, in the third quarter we executed a sale and repurchase of Bitcoin that demonstrated the liquidity of our Bitcoin reserves and increased our overall Bitcoin position.
- Second, we are launching a Net Interest Income Strategy designed to create recurring income streams and lower our effective cost of capital, supporting the next phase of our growth.
Rating agencies and credit investors ask one question of a Bitcoin company: can that Bitcoin be turned into cash to meet obligations, and will it be? We answered by doing it. We converted Bitcoin into cash, exceeding the total outstanding principal of our bonds, borrowings and other interest-bearing debt. We held that cash, then bought back more Bitcoin than we sold.
Net, we added 1,000 BTC.
As of September 30, Metaplanet held 44,000 BTC, making us the second-largest listed Bitcoin treasury company in the world. Metaplanet has generated revenue from its Bitcoin Income Generation business for eight consecutive quarters, has expanded its strategic footprint through acquisitions and new business initiatives, and has now demonstrated that its Bitcoin can be converted into cash when needed, an important step in our march to realizing our potential in Japan and beyond.
We continue to execute on our goal: Building a world-class Bitcoin financial institution. And we will continue to update you as we move ahead with additional value-creating initiatives.
Full details are in the four TSE disclosures released today.
🚨 WHY MSTR COULD BE WORTH 5X ITS BITCOIN VALUES...?!?!?!
- The 2024 vs 2026 Bitcoin treasury model..?
- How MSTR could run at a 5x mNAV..?
- How are you going to pump my bags..?
Let's discuss:
Here’s a summary of my understanding of Bitcoin Backed Digital Credit:
Traditional credit has a backstop of business cash-flows, fixed duration and fixed demand levers.
Bitcoin Backed Digital Credit has the backstop of an asset with absolute finality of scarcity growing at 30% a year - combined with levers to pull that can adjust/incentivise demand on the fly.
In addition, because of the finality of the supply of Bitcoin - as Digital Credit Sales Grow - the Bitcoin grows which then improves the credit worthiness of the Digital Credit product - thus the flywheel.
That cannot be done with traditional credit - because it’s backed by cash flows. Not scarcity.
The stronger it gets the stronger it gets - which is why it’s a much better place to print dollars into.
All of this opens up a potential $150 Trillion market to Bitcoin over the arc of time - which have never ever been into growth assets.
#BREAKING 🚨 BOOOOM 💥💥
A 60-YEAR-OLD WOMAN IN HONG KONG JUST LOST A STAGGERING 2.7 MILLION IN A CRYPTO SCAM! She was lured in by an online fraudster posing as an investment expert. Over a series of transactions from April 14, she transferred funds to a FAKE investment platform. This isn't just a cautionary tale; it’s a stark reminder of the dangers lurking in the crypto space.
Scams like this can shake investor confidence and spark regulatory scrutiny. With rising interest in crypto, we must prioritize education and security. This incident shines a light on the urgent need for better safeguards in our industry.
WHAT A LEGEND!
Natural mRNA in the steak you eat is degraded by stomach acid and never enters your cells.
The shots use fully N1-methylpseudouridine-substituted mRNA inside lipid nanoparticles engineered to transfect muscle and other cells and force them to manufacture spike.
Eating a cell and having one transfected are not the same process.
You really think the 2 are the same thing?
BREAKING: 🇺🇸 CNBC IS TELLING ITS MILLIONS OF VIEWERS THAT #BITCOIN IS SETTING UP FOR A MASSIVE BULL MARKET
THEY'RE OPENLY TELLING YOU
UPTOBER IS HERE. NEW ATHs SOON 🚀
Source: @CNBC
Today marks 11 years as a carnivore. A progress report:
-Nutritional deficiencies: zero
-Blood tests taken: far too many
-Blood tests showing problems: zero
-Scurvy symptoms: zero
-Fiber deficiency symptoms: zero
-Chins: 1
-Manboobs: zero
-Deadlift personal best: 2× body weight
-Sleep: effortless and deep, 5–7 hours every night
-Afternoon crashes: zero
-Brain fog: zero
-Calories counted: zero
-Bloating: zero
-Digestive problems: zero
-Mental health on a scale of 1-10: 12
-Books written: 4
-Books I’d have written had I been eating plants: zero
-Days I was bored with steak: zero
-Plans to change: zero
-Sugar junkies concerned about my health: all of them
-Sugar junkies who were concerned about my health when I was fat and eating garbage: zero
-Convincing reasons sugar junkies have given me to eat plants: zero
-Health problems sugar junkies told me I would get from not eating plants: all of them
-Health problems I actually got from not eating plants: zero
-Years required before sugar junkies stop asking me whether carnivore is sustainable: more than 11
My guide to eating and cooking meat, which I wrote after 5 years of carnivore: https://t.co/JD7nnyNvxj
BITCOIN TREASURY COMPANY DISASTER.
- 2 types of Treasury Companies.
- $MSTR / $ASST vs Others.
- Incoming fallout after talking to people last Monday.
Let's discuss:
Dieticians say restrict fat & especially saturated fat.
Don't eat red meat but oily fish is good, they say.
But oily fish has 2x the fat and 1.5x the sat fat of steak! 🤔
The Blue Zones are a lie, and the data does not back the plant-food legend.
Dr. Saul Newman goes through Okinawa, Sardinia, Loma Linda, missing death certificates, and a story that sold very well.
If that book made you drop steak for a "longevity" diet, watch this.
https://t.co/G9Ssud1tvf
Carnivore is hard to get your head round for one reason: it works by doing the reverse of every piece of advice you've had since school.
- Told to eat less fat. Eat the fat.
- Told to trim the steak. Buy the cap.
- Told to eat 5 a day. Eat 0.
- Told to eat little and often. Eat twice, a lot.
- Told to count calories. Never count again.
- Told to have breakfast. Skip it until you're hungry.
- Told to eat wholegrains for energy. Grain is the thing draining it.
- Told to watch the cholesterol. Eat 6 eggs.
- Told fibre keeps you regular. The gut calms down without it.
- Told to swap butter for oil. Swap the oil for butter.
- Told to snack on fruit. Snack on nothing, because you're not hungry.
- Told you need variety. Eat the same thing and thrive.
Every single line of the leaflet, turned round, and the body says thank you.
You don't have to understand it. You just have to do it for 30 days and watch the leaflet lose.
The advice was never wrong by accident. It was wrong the whole way through, and consistency is a kind of proof.
Every Bitcoin treasury company has benefited from @Strategy & @saylor’s hindsight allowing them to even exist in this new Bitcoin Digital Credit world.
However, now - MSTR is in a position to benefit from every other companies foresight.
Daily dividends for STRC is only phase ONE - 100 day notice on Digital Credit Innovation is in effect - the King is hungry - and your trading volume is being served up as soon as STRC gets to par.
STRC closed today at $99.56.
Argentina president Javier Milei calls Mark Carney part of a Bureaucracy of "Parasites" Javier Milei stated that the United Nations exists mainly to support a "caste of fatally arrogant parasites masquerading as well-intentioned bureaucrats".
https://t.co/VpzrnnfQ5F
#BREAKING 🚨 BOOOOM 💥💥
BIG NEWS IN CRYPTO: $1.83 TRILLION ASSET MANAGER FRANKLIN TEMPLETON IS TURNING TOKENIZED MONEY MARKET FUNDS INTO ACTIVE CRYPTO COLLATERAL WITH BYBIT! INSTITUTIONAL CLIENTS CAN NOW PLEDGE TOKENIZED FUND SHARES FOR USDT OR USDC CREDIT LINES WITHOUT SELLING ASSETS! THIS IS A GAME-CHANGER!
This move signals a huge shift in institutional adoption. Bybit is making it easier for large players to access liquidity without dumping their positions. We’re seeing a real blend of traditional finance with crypto, and it’s only going to pave the way for more integrations and innovative financial products. This isn't just a win for Bybit — it’s a win for the entire ecosystem. Expect more institutions to follow suit as they realize that crypto isn't just a volatile asset, but an integral part of modern finance.
WHAT A LEGEND! 🚀 LFG!