Rob HODLs

Navigating Hyperbitcoinization and the AI Singularity. Championing Digital Capital, building with Digital Intelligence, the keys to a prosperous tomorrow.

[Rob HODLs @RHodls]

The world is changing fast.

We are navigating Hyperbitcoinization and the continued penetration of digital capital, Bitcoin, into the future of finance.

At the same time, we are witnessing the emergence of digital intelligence and the AI Singularity, disrupting every business model and the way we work forever.

On one side, we have a solid, never changing foundation.

On the other, we have exponential acceleration and change.

I think it’s the adoption and mastery of these two tools that are critical for a prosperous future.

[Rob HODLs @RHodls]

@zordovitsch 😆 explain why I’m wrong please.

[Rob HODLs @RHodls]

With $STRC at par, the lower the bitcoin price goes, the faster $MSTR wins.

Lower BTC means more BTC stacked, which takes more available supply off the market faster.

Less available bitcoin equals higher long term prices.

The way to slow $MSTR down might be higher bitcoin prices…but wait, they win in that scenario too.

It’s almost as if @saylor has created a dynamic that makes $MSTR win no matter the market conditions, as long as one has the correct time horizon.

[Rob HODLs @RHodls]

@Alex___VA @saylor 🫡

[Rob HODLs @RHodls]

Let’s see how many days it takes for @saylor to now reissue that $2B and plough it right into Bitcoin.

I don’t think this is the dunk that this guy actually thinks it is.

The time horizon is years/decades, and the magnitude is hundreds of billions.

174 days and $2B is but a small blip in the $MSTR story.

[Derin Olenik @BigpictureBTC]

BREAKING: After $2.04B in buybacks and shareholder dilution, $STRC FINALLY hit its advertised $100 target. First time in 174 days. 😂

A product supposedly designed to trade at par managed it in just 35 of its first 278 trading sessions. A spectacular 12.59% hit rate.

Yet apparently this is the financial innovation destined to revolutionise a $100T credit market and become the backbone of Bitcoin’s bull run. The circus is in full swing. 🤡

[Rob HODLs @RHodls]

Agreed. Initial version of the product had flaws.

And they had to find the market clearing interest rate. You don’t start high…you start low and raise the % until you find the market clearing rate.

The monthly dividend wasn’t perfect either. This caused yield chasers to buy and then dump. Daily is the ideal approach. At first, MSTR didn’t have the right structure to do daily. Now they do…

There was also competition that emerged…a sign of an emerging market.

I think that one thing they can’t control is how much leverage people use to buy this product. That’s what contributed to that massive liquidation cascade. But again, these are short term temporary issues that self correct as we just saw.

I suspect they become less and less over time. But I look forward to you dunking on a future dislocation and I’ll be there buying on the dips while collecting 12%!

🫡

[Rob HODLs @RHodls]

@AdamBLiv @IIICapital Kratter has lost all credibility this cycle. A victim of the bear. Many lose their minds and composure and he is certainly one of them.

[Rob HODLs @RHodls]

That fell faster than expected! Great outcome for $MSTR today!

[Rob HODLs @RHodls]

The sell wall on $STRC at $99.99 is insane. Might take a few days to break through this.

Par is coming.

[Rob HODLs @RHodls]

@Yogibear4532 Great outcome!

[Rob HODLs @RHodls]

@stebco_eth Not at all! So good to see.

[Rob HODLs @RHodls]

Everyone is under estimating what $STRC at par during the current market conditions will do to Bitcoin.

Either the market remains surpressed and @saylor absorbs Bitcoin at a ridiculous rate, or it materially prices higher to reflect the sustained bid on Bitcoin.

Either way, I think this bear market is coming to an end for Bitcoin and $MSTR

[Rob HODLs @RHodls]

@jalfree87 It needs to hit par to matter! Soon enough.

[Rob HODLs @RHodls]

Maybe wait until $MSTR’s stock performance picks up before comtinuing to dunk on bears… $STRC can’t even reclaim par

[Michael Saylor @saylor]

We’ll be beating bears forever, Laura.

[Rob HODLs @RHodls]

The fact bitcoin is at $70-$80k despite all the headwinds and retardedness over the past 12 months suggests it’s more likely to go to $1M than $0. 🤷‍♂️

[🧡NEEDcreations | Bitcoin Quest @NEEDcreations]

I'm gonna say it. Please don't hate me.

I think there is a greater probability that Bitcoin will go to zero compared to $1M within 10 years.

There is just way too much retardedness out there, and it can't be underestimated imo.

You can hate me if you want, but I'm just speaking my truth.

[Rob HODLs @RHodls]

When everyone was calling for Up-tober after the first trading day of the month, it was obvious that we were going down. 😆

[BTC Sessions 😎 @BTCsessions]

Fucked-tober.

[Rob HODLs @RHodls]

@_the_snowman You’re assuming they actually lost the money and it wasn’t 1. An inside job or 2. Cover for a hole in their balance sheet that is tied to October 10 last year.

Either way, the timing is always suspect with Binance

[Rob HODLs @RHodls]

Three hacks. Three $STRC par approaches. Coldcard. Ledger. Binance.

Every time $STRC is gaining momentum or gets near $100, the market gets torched.

An aggressive move up to $87 during Coldcard. $99.66 during Ledger. $99.99 today (one cent from par), $5 billion drained from Binance hot wallets.

BTC wasn’t even down at any of these. It sat range-bound the whole time. This isn’t volatility. This is coordination.

The powers that be are protecting the issuance ceiling.

Strategy doesn’t print $STRC below $100, so every hack that hits right as it approaches par delays Bitcoin accumulation and shakes weak hands out at the top.

Three data points isn’t proof. But three data points with perfect timing stops being coincidence.

[Rob HODLs @RHodls]

2 binance events almost exactly a year apart. One ended the bull, will the other end the bear?

[Mitchell Askew @MitchellAskew]

Hardcore maxis got rekt with Coldcard

TradFi sweater vest bitcoiners got rekt round tripping treasury co's

The "crypto traders" got rekt with Binance

Every stone has been turned

Now the bull market can commence

[Rob HODLs @RHodls]

@_BTCStrategist Thanks. It’s getting a bit silly at this point. How perfectly timed these “hacks” are.

It’s amazing the hackers love waiting for key technical levels on a stock chart 😆

[Rob HODLs @RHodls]

@DodgeShackley This is the only way.