Alec

All my tweets are facts based on opinions. Registered organ donor. Aspiring Little League coach.

[Alec @ZuckMania]

Probably better than another mudroom, @michaelbatnick. @awealthofcs @TheCompoundNews

[Trung Phan @TrungTPhan]

One thing IMAX can still build: custom IMAX theatres for homes or yachts starting at $500,000.

Accounted for as “All Other” in financials, sales hit $7.7 million in 2025 or 2% of total revenue (if buyers only did the minimum, 15 people have the most baller home theatre set).

[Alec @ZuckMania]

Large amounts of time can be easier to comprehend.

If $1 = 1 sec:

• $86,000 = 1 day
• $1,000,000 = 12 days
• $150,000,000 = 5 years
• $1,000,000,000 = 32 years
• $33,000,000,000 = 1,000 years

5 years relative to a millennium of unencumbered financial strength.

[Jeff Walton @PunterJeff]

99.99% of people are underestimating $MSTR's financial strength.

With BTC @ $79K, $MSTR holds $33.5 Billion in NET assets (assets - debt).

$33.5 Billion

Most people can't comprehend a Billion dollars.

Let alone 33 Billion.

1 Billion is One Thousand Millions.

33 Billion is Thirty Three Thousand Millions

Here's some perspective. $33B in assets alone would be ranked the 255th largest US company. Sitting between companies such as Hershey, Kraft, Robinhood, Block, and Prudential Life.

2x The size of Reddit
3x The size of GameStop
5x The size of MGM Resorts

It would also represent the 4th largest reinsurance entity on the planet, behind Lloyd's of London. (ranked by assets)

Financial strength allows for strong trading relationships, trust, and more confidence in the underwriting of future debt transactions.
_______________________

Many people have also expressed concern about $MSTR's ability to pay the $150M annual interest payment on their current preferred offerings; however, fail to recognize the scale of the interest obligation is a pittance compared to the balance sheet's net assets.

150M relative to 33,000 Million of unencumbered financial strength. (0.4%)

$MSTR's financial strength allows for ULTIMATE financial flexibility, and future debt based trading relationships (rolling the debt in different formats).
_________________________

Looking into the future, at a Bitcoin price of $180,000, $MSTR will have more unencumbered "Net Capital" Than the largest publicly traded insurance company ( $UNH), currently valued at a $480B market cap. ASSUMING ZERO additional BTC yield between now and $180K per BTC.
__________________________

In summary:
Many are vastly underestimating this strength.

We have never seen a company accumulate so much financial strength this quickly. Hard to conceptualize what hasn't existed before.

🟩👆

[Alec @ZuckMania]

@PunterJeff It's not just trash; it's The People's Open.

$WM $MSTR

[Jeff Walton @PunterJeff]

Y’all, we passed PAINT ($SHW)!

$MSTR now ranked 110th largest US company by market cap ($87.38B)

Catapulted past 15 companies today, INCLUDING PAINT! Still behind trash tho 🤷‍♂️

Dat 267 in a row of qualifying for S&P 500 market cap threshold

7th largest publicly traded equity by volume

[Alec @ZuckMania]

If @JoshMandell6 is from the future, could he please predict the price college tuition in 18 years? Asking for a friend.

[Jeff Walton @PunterJeff]

Calling $84k Bitcoin on 3/14, back on 11/5 (129 days ago), is incredibly improbable.

Pretty sure @JoshMandell6 is either from the future, OR the man behind the curtain running the show

🤷‍♂️

Savant level

🟩👆🏼 Higher

[Alec @ZuckMania]

.@JoshMandell6 Does it count as the end of flannel season if the top right corner of the candle has left the channel? 🔍😂

[Josh Man @JoshMandell6]

If it's cold enough for flannel, we're still in the channel. #Bitcoin

[Alec @ZuckMania]

@JoshMandell6 @mstrcope If I appreciated the joke and I'm not disgruntled, does that make my reply... gruntled?

[Alec @ZuckMania]

@JoshMandell6 @shane3628 @Brandonwords Choose your own adventure!
https://t.co/L1jFp2sKw8

[Caleb Franzen @CalebFranzen]

One man's descending channel is another man's bull flag.

[Alec @ZuckMania]

How do you measure, measure a year?

In Satoshis, in halvings
In price spikes, in crypto winters
In hashes, in blocks
In mNAV, in Bitcoin yield

#mstr #Bitcoin @tnorth

[Jeff Walton @PunterJeff]

Three Thousand Eight Hundred and Fifty Eight Dollars.

IYKYK

quite a bit of FUD recently, high time preference, possibly coordinated FUD.

Zoom out. Feels eerily similar to Feb IBIT FUD, when all signs were bullish AF

Do with that what you will

🟩👆🏼

[Alec @ZuckMania]

@werkman 1. 1 BTC, Bob
2. $399.99

[fed_speak @fed_speak]

IT’S THAT TIME OF YEAR!

#FCOTY SZN!!

GET ME YOUR NOMINATIONS FOR THIS YEAR’S FINANCIAL CHARLATAN OF THE YEAR AWARD HERE OR VIA DM!

PLEASE RT FOR AWARENESS

[The ₿itcoin Therapist @TheBTCTherapist]

WE CALL THEM POOR

https://t.co/BWN12NHRDo

[Alec @ZuckMania]

Yikes. Great timing with the CEO survival notification from @RobinhoodApp

[Alec @ZuckMania]

“What an astonishing thing a tweet is. It's an object made from silicon and bits, on which are imprinted lots of emojis. But one glance at it and you immediately know the author is wrong. Tweeting is perhaps the greatest invention, polarizing people who never knew each other."

[Trung Phan @TrungTPhan]

Find someone that talks about you the way Carl Sagan talks about the invention of writing and books

[Green Bay Packers @packers]

“There’s just certain things that go together — the turkey, the family, tradition and football.”

[Alec @ZuckMania]

@PunterJeff Hey @PunterJeff , great post. Quick point of clarification on Step 2 of your personal strategy, just don't want to mess this up. Does "Bi-monthly" mean twice a month or every two months? /s

[Alec @ZuckMania]

I’d subscribe to that podcast. @nytimes
“Here’s what you need to know today: ‘Strange Cellmates’ now streaming wherever you get your podcasts.” - @mikiebarb, probably

[Ben Carlson @awealthofcs]

40 new all-time highs for the S&P 500 so far this year

+21% in total

+34% in the past year

From the Covid lows in Mar 2020: +173%

From the GFC bottom in Mar 2009 it's up more than 1,000% (a 10 bagger)

The whole way up ppl have been trying to tell you the world is ending

[Alec @ZuckMania]

“I have concepts of a plan.” - me to my manager when he asks what I’ve been doing for the past 3 years

[Alec @ZuckMania]

@PunterJeff Can S&P 500 inclusion be a "Sell the News" event?

https://t.co/zIi9OZBa6j

[Bespoke @bespokeinvest]

SMCI is down 60% since it was added to the S&P 500.

[Alec @ZuckMania]

@PunterJeff can we get odds on this? Might need a @Kalshi Index inclusion market so I can bet on it.

[Jeff Walton @PunterJeff]

$MSTR will VERY LIKELY be announced to be added to Nasdaq-100 $QQQ Index on December 13th, 2024

The largest publicly traded #Bitcoin HODL’er will be added to the 5th largest index ETF in the world

There are only 100 global equities that make the cut

Prepare accordingly