StreetsofBitcoin

[Vivek Ramaswamy @VivekGRamaswamy]

Beyond grateful to have the backing of Ohio’s police officers and the FOP, after they met with both candidates & made their choice. 🙏

[X22 Report @X22Report]

A flood of American, Canadian, Russian and European oil could transform the global energy market.

I wouldn't be surprised if we see oil hitting $40 a barrel.

The deep state loses enormous leverage if energy becomes cheap.

[Mila Joy @Milajoy]

After working for 40 years, Americans get an average of $1800/month.

After being in the country for 40 minutes illegals get $3850/month.

This should piss EVERYONE off.

[Department of State @StateDept]

SECRETARY RUBIO: "The United States doesn't want to be a communist country. We're never going to be a communist country. We're not going to allow communist influences to undermine our politics or our society."

[Benny Johnson @bennyjohnson]

BREAKING: President Trump says the U.S. will bomb and destroy one bridge or power plant every time Iran shoots at a ship in the Strait of Hormuz “from this point forward.”

[Mike Lee @BasedMikeLee]

We want to make it easy to vote and hard to cheat

They just want to make it easy to vote

[Mike Lindell @realMikeLindell]

BREAKING: Even ABC/KSTP Confirms It - Mike Lindell's Lead Just Got Bigger.

Support the campaign at https://t.co/riRv3ZMGR4

The newest KSTP/SurveyUSA poll shows Mike Lindell climbing from 27% to 35% following President Trump's endorsement.

Learn more at https://t.co/riRv3ZMGR4

[Rep. Anna Paulina Luna @RepLuna]

CONFIRMED: the House will finally be voting on the Stop Insider Trading Act today. This bill addresses Members of Congress that are currently engaged in insider trading. It’s an 80/20 bipartisan issue that I encourage ALL of my colleagues to support so we can deliver this win for the American people. This is an important step forward to restoring trust in Congress.

[Eric Daugherty @EricLDaugh]

🚨 BREAKING OVERNIGHT: In a stunning blow to leftist judges, the 5th Circuit Court of Appeals rules that illegal aliens LACK the constitutional right to be let loose into American communities while pending DHS deportation

HUGE WIN FOR ICE 🇺🇸

Activist judges will NOT be allowed to block the deportation machine and cause more harm to Americans!

[The White House @WhiteHouse]

"From this point forward, any time the Islamic Republic of Iran shoots at a ship in the Strait of Hormuz, whether it be by Missile, Rocket, Drone, or any other device or weapon, the United States will bomb and destroy ONE BRIDGE OR POWER PLANT..." - President Donald J. Trump

[Adam Livingston @AdamBLiv]

🔥3 PATHS TO $1,000 MSTR🔥

There are three plausible 36-month paths to $1,000 MSTR.

All three assume STRC is issued at a 12% cost of capital, proceeds are used to buy Bitcoin monthly, and the associated preferred dividend burden is included.

PATH 1: BITCOIN DOES THE HEAVY LIFTING

$250M of STRC issued per month
$9B issued over three years (less than year 1 of STRC)
Bitcoin reaches $438,500
MSTR ends at 1.10× mNAV
Result: $1,000 MSTR

Strategy would finish with approximately 888,000 BTC and 207,000 CEBE sats per share.

This is the least dependent on mNAV expansion or absurd capital-market execution.

It is mostly a gigantic directional bet on Bitcoin.

PATH 2: THE BALANCED FLYWHEEL

$500M of STRC issued per month
$18B issued over three years
Bitcoin reaches $380,700
MSTR ends at 1.25× mNAV
Result: $1,000 MSTR

Strategy would finish with approximately 941,000 BTC and 210,000 CEBE sats per share.

This is probably the cleanest central case, totally doable considering we have seen them issue more than half of that $18b in less than ONE YEAR during a Bitcoin bear market at that!

Bitcoin does not need to reach $400,000, mNAV does not need to become completely deranged, and the company steadily compounds Bitcoin per share through the preferred issuance machine.

PATH 3: THE CAPITAL-MARKETS DEATH STAR

$1B of STRC issued per month
$36B issued over three years
Bitcoin reaches $307,300
MSTR ends at 1.50× mNAV
Result: $1,000 MSTR

Strategy would finish with approximately 1.067 million BTC and 217,000 CEBE sats per share.

This path requires the lowest Bitcoin price... but the most aggressive execution.

The market must absorb $36B of new STRC, the preferred stack rises above $51B, and investors still need to value the common stock at 1.50× mNAV.

That is not impossible.

It is also the financial equivalent of assembling a nuclear reactor inside a moving carnival ride.

The most important takeaway:

mNAV does more of the immediate work. STRC issuance does more of the long-duration compounding.

STRC is not free leverage. Every dollar issued creates $1 of Bitcoin, $1 of senior preferred claims, and a recurring 12% dividend obligation.

The value to common shareholders emerges when the Bitcoin purchased with that capital appreciates above its acquisition price, leaving residual equity after the preferred claim and dividend burden.

My central case is therefore:

$500M STRC per month
$381,000 Bitcoin
1.25× terminal mNAV
$1,000 MSTR

That gets Strategy to roughly 941,000 BTC, 210,000 sats per share, and an $800 CEBE NAV per share.

Apply a 1.25× market valuation to that NAV:

$1,000 MSTR.

Same destination.

Three completely different mixtures of Bitcoin appreciation, capital-market execution, and mNAV insanity.

[The White House @WhiteHouse]

We would like to AirDrop an important message. 📲🇺🇸

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: WNBA's Sophie Cunningham has INFURIATED the left nationwide, saying men do not belong in women's sports

"I want to protect young girls in a locker room and young girls who shouldn't have to go against biological men!" 💯

The transgender cult is furious: She just AMPLIFIED more calls to ban biological males from women's sports 👏🏻

[Riley Gaines @Riley_Gaines_]

It's been only 5 days since President Trump revealed that China illegally acquired data on ~220 million U.S. voter files ahead of the 2020 election, and it's already been pushed out of the news cycle.

And we're supposed to believe the media wasn't in on it?

[JD Vance @JDVance]

If only there was a way to stop this type of “software error” that allowed non citizens to vote in our elections.

I hope Senators @CoryBooker and @SenatorAndyKim will join us in voting to pass the SAVE America Act to ensure that only eligible American voters can participate in New Jersey elections, and all elections across the United States.

[Adam Livingston @AdamBLiv]

🚀3 PATHS TO $100 ASST🚀

ASST starts at $13.00. Reaching $100 requires a 7.69× total stock multiple.

All three scenarios use a 24-month horizon. SATA issuance is expressed as a monthly average, meaning ASST could issue opportunistically rather than raising the exact same amount every month.

PATH 1: BITCOIN-LED

Average new SATA issuance: $0 per month

BTC: $66.3K → $300K = 4.52×
CEBE: 13,312 → 20,286 sats/share = 1.52×
CEBE mNAV: 1.47× → 1.64× = 1.12×

4.52 × 1.52 × 1.12 = 7.69×
Implied ASST price: $100

ASST issues no additional SATA. Its existing $782.95M preferred claim simply becomes much smaller when measured in BTC at $300K.

PATH 2: BALANCED

Average SATA issuance: $100M per month

That means $2.40B of cumulative SATA issuance over 24 months, bringing the preferred balance to approximately $3.18B.

At $200K Bitcoin:

BTC holdings: 40,251
Senior claims: 14,912 BTC
CEBE attributable to common: 25,339 BTC
Diluted shares: 95.12M
CEBE: 26,639 sats/share
CEBE mNAV: 1.47× → 1.88×

Return decomposition:

BTC appreciation: 3.02×
CEBE sats/share: 2.00×
mNAV rerating: 1.27×
3.02 × 2.00 × 1.27 = 7.69×
Implied ASST price: $100

This path cuts the projected SATA issuance rate by more than half. The tradeoff is that ASST must rerate from 1.47× to approximately 1.88× CEBE mNAV.

PATH 3: SATA PLUS MULTIPLE EXPANSION

Average SATA issuance: $150M per month

That means $3.60B of cumulative SATA issuance over 24 months, bringing the preferred balance to approximately $4.38B.

At $150K Bitcoin:
BTC holdings: 56,162
Senior claims: 27,883 BTC
CEBE attributable to common: 28,279 BTC
Diluted shares: 99.02M
CEBE: 28,558 sats/share
CEBE mNAV: 1.47× → 2.33×

Return decomposition:

BTC appreciation: 2.26×
CEBE sats/share: 2.15×
mNAV rerating: 1.59×

2.26 × 2.15 × 1.59 = 7.69×

Implied ASST price: $100

This is the lowest-Bitcoin path, but it demands the highest valuation. With BTC reaching only $150K, the market must eventually price ASST at approximately 2.33× CEBE mNAV.

Reducing SATA issuance does not eliminate the path to $100. It changes which engine must do more work.

Path one depends primarily on Bitcoin. Path two balances Bitcoin, $100M of average monthly SATA issuance, and moderate mNAV expansion. Path three relies on $150M of average monthly SATA issuance and a much larger valuation rerating.

Every path reaches the same destination. The burden simply moves between Bitcoin appreciation, CEBE accretion, and mNAV expansion.

Educational modeling only. Not investment advice.

[Eric Daugherty @EricLDaugh]

🚨 NOW: President Trump announces 2 YEARS of 0% PERCENT TARIFFS on generic drugs coming into America as part of an effort to lower prices and re-shore pharma manufacturing to America

After 2 years — 100% and 200% TARIFFS for companies who refuse. LFG! 🔥

"This is done in order to RESHORE Generic Pharmaceutical Production into America, with a penalty to those Companies that decide not to build Plant and Equipment within the stated period of time given to them."

"The objective of this Policy is to protect the people of the United States. The Policy on Patented, Branded, or Innovative Drugs, which has been so successful, will remain as is. Pharmaceutical Facilities are being built, at a level never seen before, all over the United States of America."

[Joe Rogan Podcast News @joeroganhq]

Bill Maher: "I want to… say something about Western civilization. Kids, you don’t know what the f*ck it is. They think Western means white—and white means bad. First of all, everything bad that white people did, people of color did it, too."

[Wesley Hunt @WesleyHuntTX]

Voter ID is not controversial to the overwhelming majority of Americans.

We’re constantly told that requiring a photo ID to vote somehow disenfranchises people of color.

Yet the facts tell a different story.

Polling consistently shows that 82% of Hispanic Americans and 76% of Black Americans support requiring identification to vote.

That is not oppression.
It is not racism.

It is a common-sense standard that applies equally to every American citizen, regardless of race or background.

This is not a civil rights issue.
It’s NOT Jim Crow.
It is Democrat political theater.