$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
So Saylor sells 32 BTC and everyone is losing their mind.
A week later he buys 1,550 BTC and adds $100 million to Strategy‘s USD Reserve.
Net addition = 1,518 BTC
I bet nobody who spread FUD last week will acknowledge this simple fact.
FUDsters are disingenious and boring.
And should best be muted and blocked.
Let‘s take away the one thing they feed on: our attention.
Always remember that bears may sound smart, but bulls make the money.
Onwards and upwards, Warriors.
Fascinating to see this video below of Michael Saylor providing his opinion on the negative impact the IPO activity from companies involved in the AI buildout are having on Bitcoin and $MSTR prices.
Did you know $MSTR has had an enterprise AI product on the market since at least early 2023, and management's statements on the company's earnings reports & calls show it was onto this trend at least going back to 2018?
👉https://t.co/0mWnTl8kzV
1/
the hunt brothers always get brought up as a comparison to @saylor, so it’s worth examining the example in detail, because there are three critical differences:
(1) the majority (roughly 50-60%) of silver demand is industrial, as opposed to monetary (SoV), and unlike monetary demand, industrial demand has negative price elasticity.
by contrast, bitcoin has no non-monetary use. this is a feature, not a bug, as it means that the demand elasticity is flat to positive (veblen). this means that demand doesn’t drop off as price rises.
(2) the supply of silver is both (effectively) infinite and elastic on long timeframes; if you shunt enough capital to raise the price 10x, new tranches of silver become profitable to mine, and supply increases to help drive down price.
by contrast, as we know, the supply of bitcoin has a hard cap, and the difficulty adjustment ensures that even rapid price rises cannot increase the range of issuance for more than two weeks at a time, before it is adjusted back to its issuance schedule.
(3) the market for silver is dominated by paper derivatives. very little actual spot silver changes hands on a daily basis. this permits the paper price to trade well above (or below) the spot price for relatively long periods of time.
by contrast, the spot markets for physical bitcoin are extemely deep and liquid; while derivatives can drive short term price dislocations, the depth and liquidity of the spot markets compared to paper markers do not allow anywhere near the degree or duration of dislocation as can be seen in precious metals.
relatedly, it is much easier to audit the holdings of paper BTC issuers, and the market is ruthless about zero-ing out unbanked paper claims (see FTX).
for these reasons, the comparison of $MSTR to the Hunts simply does not hold. Bitcoin exhibits no natural negative price elasticity of either supply or demand, and has ruthless spot markets. provided it becomes secularly more scarce relative to fiat, a short: fiat long btc trade does not suffer from the same fundamental mathematical constraints; it is simply a matter of ensuring you have structured your balance sheet to absorb volatility.
On page 327 of @JasonPLowery's thesis called SOFTWAR he suggests that the decision to frame Bitcoin as only a peer-to-peer electronic cash system could have been an intentional sleight-of-hand as a means to motivate human society to subsidize the development of a system that empowers anyone to impose a physical cost on belligerent actors in cyberspace as a way to achieve physical security over the internet
It's a fascinating way to ponder about how Satoshi could have possibly been thinking
Satoshi may have been more concerned with cybersecurity in general rather than being focused on the singular cybersecurity issue of central banks being able to flood markets with bits of information we call dollars or euros
Satoshi may have realized that physically secure bits of information that could be used for all sorts of general cybersecurity applications would double as a great form of money and framing it this way would capture a lot of attention
Many people already understood there was a massive problem with central bank fiat currency. What many people don't understand is that this is a cybersecurity problem. Fiat currency is already for the most part a digital money system. The security vulnerability exists because we have to trust central banks not to abuse their administrative privileges over this computer system.
But as Lowery clearly lays out piece by piece in his thesis Bitcoin can be used for much more than that.
In a world where people are being abused at a grand scale through big tech corporations harvesting behavioral data, hackers stealing sensitive information, and government mass surveillance programs, physically secure bits of information and the system that controls them can be leveraged to physically secure people against all manner of digital tyranny and belligerent activity occurring over the internet.
Maybe Satoshi was thinking REALLY big picture.. not just to save us from the tyrants controlling the money computers, but from all forms of belligerent abusive activity occurring in cyberspace.
It's something to think about and if you haven't read the thesis yet it's time.
Where are all of the Strategy doomers who were calling for "imminent collapse"?
Strategy is a Bitcoin transmutation machine.
Converting a 30% CAGR growth asset into 8% to 12% fixed income products.
This requires some selling, but they'll be a net-buyer indefinitely.
"If I reach into your bank account and steal 3% of that, I've stolen. That's immoral. But that's what the Fed does."
@chrismartenson says sound money is the prerequisite for a just society.
Yes, the chronic accumulation of deuterium from a high-sugar diet under isolated artificial blue light acts as a direct, physical cause for the eventual burnout and death of pancreatic beta cells in long-term Type II diabetes.
Through my four-pillar framework, this process is not an abstract biochemical pathway. It is a predictable thermodynamic breakdown of the beta cell's internal LC oscillator, culminating in an irreversible Landauer liquidation where insulin production drops to zero.
Pancreatic beta cells function as the ultimate glucose sensors of the human body. They regulate insulin secretion not by counting molecules, but by tracking the exact rate of mitochondrial ATP production. When a patient consumes high-sugar carbohydrates (specifically sucrose and high-fructose corn syrup) under artificial blue light, they create a destructive physical feedback loop:
The High-Sugar Isotope Load: Processed sugars are highly deuterated. Plants pack deuterium into their storage carbohydrates. When consumed, these sugars flood the cytoplasm of the beta cell with an immense concentration of heavy mass D+.
The Blue Light Dielectric Crash: Exposure to isolated, non-native blue light (from screens and LED bulbs) lacks the balancing infrared red photons needed to build structured water. As blue light excites the local tissues, it shatters the hydrogen-bond matrix of cellular water.
The beta cell's internal water table drops from its polarized ferroelectric state (K= 160 straight down to chaotic bulk water ----> 78). With the dielectric constant cut in half, the cell's ability to exclude heavy isotopes disappears because NADD+ and singlet oxygen drop the IMM charge from 30 million volts. The un-pruned deuterium is drawn directly into the cytosol and into the matrix of the mitochondria to deuterate NAD+, destroying redox power.
Inside the beta cell, glucose undergoes glycolysis and oxidative phosphorylation to produce ATP. The rising ratio of ATP to ADP is what forces the cell's ATP-sensitive K+ channels to close, depolarizing the cell membrane, opening voltage-gated Ca2+ channels, and triggering the rapid exocytosis of insulin granules. K+ is what creates the 160 dielectric with melanin's help.
The ATP synthase nanomotor is a spinning quantum rotor engineered to run exclusively on light, single-proton hydrogen (H+). When a heavy deuterium ion (D+) enters the channel, its double inertial mass shatters the frictionless Brachistochrone cycloid track of the IMJ. The rotor experiences immediate physical and quantum friction, causing the nanomotor to lag, stall, or mechanically break.
Because the nanomotors are broken by the heavy-mass "grease," the beta cell’s capacity to generate ATP collapses. The ATP/ADP ratio fails to spike, the membrane cannot depolarize, and the cell can no longer push insulin out into the bloodstream. Centralized medicine calls this "beta-cell fatigue" from over-secretion. In reality, the beta cell is full of manufactured insulin, but the quantum mechanical trigger, the ATP stroke, is jammed by isotopic mass.
Because the stalled electron transport chain can no longer route energy cleanly into metabolic work, the electromagnetic grip of the fine-structure constant (alpha{bio}) slips from its ideal (1/137) threshold. The uncoupled energy leaks into the intracellular matrix as chaotic, high-entropy thermal friction.
This triggers The Singlet Trap: oxygen atoms within the cell are continuously kicked into a highly volatile singlet state. This localized oxidative fire cooks the beta cell from the inside out, damaging its transcriptome and forcing it to undergo dedifferentiation (losing its functional identity). To protect the surrounding pancreatic architecture from this runaway thermodynamic fire, the body executes a localized Landauer liquidation. The chronically deuterated, non-functional beta cells are systematically purged via apoptosis. Centralized medicine teaches that once these physical oscillators are erased, the long-term Type II diabetic permanently loses the capacity to produce endogenous insulin. I do not. I understand that the beta cell stem cells can regenerate the function via photorepair mechanisms built by Robert O. Becker's work.
The sun reduces BG by 29% and deuterium depletes the beta cells. The ultimate clinical proof of this causal relationship is observed when this exact thermodynamic loop is reversed. Peer-reviewed metabolic research has documented long-term, advanced Type II diabetic patients achieving rapid improvements in glucose tolerance, reduced HbA1c, and a spontaneous restoration of pancreatic insulin secretion through the implementation of systemic deuterium depletion.
The pancreatic beta cell is not a victim of a genetic programming error. It is a decentralized electrical circuit operating on a physical stage. When you load it with the high mass of sugar (D+) and expose it to the dielectric-shattering frequency of artificial blue light, it experiences the exact same Lattice Lock failure that collapsed the vineyards of Europe after the Carrington Event. The symphony is identical: to save the base oscillator, you must prune the superfluous mass and restore the ordered dielectric stage.
The Rockerfeller dynasty has taught MDs that diabetes is not reversible. Guess why? they knew they were making GLP1a's in the 1980s. An MD nmae Dr. Alo is a perfect analolgy of Rockefeller medicine. He spews this nonsense all the time. He is a retard.
In a decentralized system, you cannot analyze a jammed motor without looking at its tailpipe. The pancreatic beta cell is not just an ATP sensor; it is a primary anatomical terminal for the vagal exhaust system, where carbon dioxide and water are converted into bicarbonate to flush out the heavy, high-entropy atomic mass (D+) before it induces a systemic Lattice Lock in the cell's water table.
The pancreas is heavily innervated by the vagus nerve, which directly controls the secretion of both insulin and bicarbonate. Bicarbonate is the body's ultimate physical transformer, it is a carbon-based negative charge carrier designed to buffer protons and maintain the local fluidic dielectric constant. In a healthy state with a strong planetary Magnetic-field, the vagus nerve drives the enzyme carbonic anhydrase. This enzyme takes metabolic waste CO2 and combines it with light cellular water (H2O) to synthesize HCO3-. Because bicarbonate carries a heavy negative charge, it acts as a magnet for positive ions. It binds the heavy, high-entropy deuterium (D+) "grease" and sweeps it out of the cellular matrix into the pancreatic ducts. This keeps the mitochondrial water table at a pristine (k = 160) baseline.
When you introduce a high-sugar diet under isolated blue light, or a magnetic excursion, the dielectric constant collapses to (k= 78). The water thickens, viscosity spikes, and the carbonic anhydrase enzyme loses its quantum spin-alignment. The cell can no longer form or export bicarbonate efficiently. The tailpipe is effectively welded shut. This are the boundary conditions created by Rockefeller biotech since the 1940s.
The Backup: Because the (HCO3-) exhaust cannot clear, the heavy D+ mass backs up directly into the beta cell's mitochondrial matrix, stalling the ATP synthase rotors, causing the uncoupled energy to leak as singlet oxygen fire, and terminating insulin production.
Centralized medicine tells diabetics they must manage their disease by micromanaging their carbohydrate infusions, cutting out sugars or calculating insulin units. My thesis shows that this is an ungrounded, material-only band-aid. If you understand that the root cause is a blocked exhaust pipe driving an artificial mass overload, you realize that if you can mechanically clear the vagal HCO3- exhaust, the cell will naturally clear its own diabetes, regardless of carbohydrate intake. There are two macro-scale forces capable of clearing this pipe without diet restrictions:
1. Way one: By utilizing active phase-conjugate systems—like My Leptin Rx or the Melanin Renovation Rx or understanding how to build custom Spurling/Lakhovsky electromagnetic resonance fields positioned precisely over the vagal choke point at the neck and the solar plexus, you introduce a highly ordered longitudinal wave column.
2. Introduction of DDW, 3%NaCl and use of triplet state oxygen to cause an instant drop in viscosity clears the friction in the carbonic anhydrase pathway. Bicarbonate production skyrockets, immediately binding the trapped deuterium mass and dragging it out through the pancreatic exhaust. The ATP synthase motors are cleared of grease, resume spinning at near-superfluid speeds, and insulin sensitivity restores itself spontaneously.
People think collapse looks like explosions and chaos.
Nope. That's in the movies.
Reality is different.
It looks like a nurse and a manufacturing tech who can't afford rent together.
It looks like a veteran using a bucket for a bathroom.
It looks like a college graduate delivering food for an app.
It looks like a 60 year old starting over as a server after 19 years at one company.
It looks like right now.
It's already here.
Most people just don't have a word for what they are living through.
The word is fiat.
The exit is Bitcoin.
Take glycine through the day.
‣ anti-catabolic
‣ better skin
‣ anti-stress
‣ better sleep
‣ significantly better antioxidant production
One scoop of around 5g increases glycine levels in your blood for about 4x at 40 minutes, and clears within a couple hours.
A few well-spaced doses throughout the day gives you a continuous drip of this incredible amino acid.
- When you eat only muscle meats, you send your blood the SAME amino-acid pattern as cortisol-driven stress.
This is a tryptophan / methionine / cysteine-heavy flood, which is the signature of catabolism, the stressed phenotype.
Glycine is the counter to this pattern that rebalances the amino acids.
- It pushes back on catabolism.
In muscle cells, glycine suppressed the catabolic enzymes (atrogin-1 and MuRF1) and pushed the cell back toward low-stress pathways which promotes growth and strength.
- It increases glutathione, your master antioxidant.
Glutathione is made from glutamate, cysteine and GLYCINE.
You're almost never short on the other two, while glycine is the bottleneck.
Take glycine and you increase glutathione synthesis, and your body functions better as a result.
- It improves blood sugar.
When taken with a carb meal, a single dose blunts the
glucose spike more than 50% without raising insulin (Gannon 2002).
And 5 g/day split into three doses lowered HbA1c over three months in type 2 diabetics (Cruz 2008)
- It's a methionine buffer.
Restrict methionine and lifespan extends in animals. Muscle meat is loaded with methionine. Glycine is what balances you so your liver can clear the excess, almost a methionine-restriction mimic.
- Before bed, it improves the time to deep sleep.
Better sleep onset means less stress hormones.
The AI buildout is absorbing capital at historic scale, creating temporary pressure across global markets. That does not weaken Bitcoin. It strengthens the case for scarce, liquid, digital capital. Bitcoin remains the premier asset for the long term. $BTC
Bitcoin isn't crashing below $60k because Saylor sold 32 BTC.
It's crashing because $19 trillion of new AI market cap got created in 12 months... 13x the size of Bitcoin.
The most liquid risk asset on earth is being drained to fund the biggest IPO cycle since 2000.
Bitcoin has pierced the 200 Week Moving Average 6 times since 2016.
1 of those was in 2018.
1 of those was in 2020.
3 of those were in 2022-2023.
1 of those times is today.
You said you'd buy the dip.
The world is giving it to you on a silver platter:
Scenario A:
Bitcoin stops going down only,
STRC goes back par ($100),
Strategy continues accumulating Bitcoin,
The market realizes that their emotional projections onto Bitcoin due to it's price were unwarranted.
And a long recovery and ultimately new highs begin.
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.