The L🅰️zy Investor

IHaveIdeasButIAmLazySoIInvest&IAlsoTryToLayMenHighConcepts.HumanMind..HumanInnovation..Time...ConnectTheDots.
Also
#Bitcoin

[The L🅰️zy Investor @_rave_king]

A very detailed description by @LynAldenContact
Not bashing on anything. It's up to the free market to decide what they want.
#Bitcoin

https://t.co/05AUhlNSBJ

[The L🅰️zy Investor @_rave_king]

@fere_ai @KobeissiLetter Engineers are the talent. Executives are cheerleaders.

[The L🅰️zy Investor @_rave_king]

@tallmetommy @KobeissiLetter Bingo

[The L🅰️zy Investor @_rave_king]

@elonmusk The first point of international law should be No dictators. Period. Fuck the international law that protects dictators @elonmusk . 🎉

[Adam Back @adam3us]

tick-tock, next block🟧

[The L🅰️zy Investor @_rave_king]

@chamath Hmm interesting how do you plan to offload your million dollar houses in Cali. The middle class ain't buying it obviously.

[Michael Saylor @saylor]

I Won’t ₿ack Down

[The L🅰️zy Investor @_rave_king]

@AdamBLiv Never used chase. Never will. They should rename their bank to Jeffery Pedofile Morgan Chase Bank.

[Michael Saylor @saylor]

Response to MSCI Index Matter

Strategy is not a fund, not a trust, and not a holding company. We’re a publicly traded operating company with a $500 million software business and a unique treasury strategy that uses Bitcoin as productive capital.

This year alone, we’ve completed five public offerings of digital credit securities— $STRK, $STRF, $STRD, $STRC, and $STRE —representing over $7.7 billion in notional value. We also launched Stretch ($STRC), a revolutionary Bitcoin-backed treasury credit instrument that provides variable monthly USD yield to institutional and retail investors.

Funds and trusts passively hold assets. Holding companies sit on investments. We create, structure, issue, and operate. Our team is building a new kind of enterprise—a Bitcoin-backed structured finance company with the ability to innovate in both capital markets and software.

No passive vehicle or holding company could do what we’re doing.

Index classification doesn't define us. Our strategy is long-term, our conviction in Bitcoin is unwavering, and our mission remains unchanged: to build the world’s first digital monetary institution on a foundation of sound money and financial innovation.

[Shanaka Anslem Perera ⚡ @shanaka86]

After 16 years and $1.83 trillion, I finally understand what Bitcoin actually is.

It's not digital gold. It's not a payment system. It's not even money.

Bitcoin is humanity's first institution where legitimacy comes from physics instead of politics.

Here's what that means:

Your bank account exists because a government says it does. They can freeze it. Print more. Change the rules.

Bitcoin exists because thermodynamics says it does. Each block costs $281,700 in electricity. You cannot print energy. You cannot vote to change physics.

To rewrite one day of Bitcoin history costs $40 million in power.
To rewrite one day of banking history costs one phone call.

This is why it won't stop.

Not because of price. Not because of believers. Because of math.

Metcalfe's Law predicts Bitcoin's price with 90% accuracy across 15 years. The same law that governs how epidemics spread and how earthquakes cascade.

Game theory predicts zero successful attacks across 16 years. The same math that keeps nuclear weapons unused and traffic flowing.

Thermodynamics predicts why it costs more to attack than defend. The same physics that makes gold impossible to counterfeit.

Three scientific laws. 16 years of data. $1.83 trillion in validation.

Every other money in history asked: "Do you trust us?"

Bitcoin asks: "Can you do the math?"

For 5,000 years, money meant trusting kings, priests, or central bankers.

For 16 years, money has meant verifying physics.

You don't have to believe in Bitcoin.

You didn't have to believe in the internet either.

TCP/IP hit year 16 in 2005. People still thought it was a fad.

Today you're reading this because of it.

The pattern is simple: Infrastructure that removes the need for trust always wins. Always.

Not today. Not this year.

But eventually.

Because physics is patient.

And physics doesn't negotiate.

Read my full paper on why Bitcoin matters!

Substack
https://t.co/d0Ft9cfBFF

Medium
https://t.co/QSvKVqvJrS

[The L🅰️zy Investor @_rave_king]

@moorehn These Chip foundries need to start thinking about Chip as a service anyone?

[The L🅰️zy Investor @_rave_king]

https://t.co/xqDopM66TH

[The L🅰️zy Investor @_rave_king]

@rajatsoni Robotics shape the world, people do what they want. It's gonna be the end of money as we know it

[The L🅰️zy Investor @_rave_king]

@rajatsoni Bitcoin needs to suck up all the monies. Other things will become cheap. Money will become so abundant that 2 things will happen. The money becomes worthless, that's what they teach you. Second everyone has so much money they dont even care about getting money. As AI and ......

[The L🅰️zy Investor @_rave_king]

@rajatsoni

[Rajat Soni, CFA @Rajatsoni]

Day 2 of STRC at $100

MSTR can sell more shares of this at $100 each as long as there are more buyers (this is what ATM means - sales At The Market price)

The proceeds can be used to buy more Bitcoin and add it to their treasury

As long as STRC stays above $100, more shares can be printed and sold

MSTR's cost on this is 10.5% annually

As long as Bitcoin rises by 10.5%+/year, MSTR will benefit from this strategy

MSTR can sell STRC, buy Bitcoin, and bump up the price of Bitcoin once this preferred stock gains enough momentum

If the price falls below $100, MSTR can raise the interest rate and get even more demand from the market

Once you understand the flywheel that @Saylor has created, MSTR's MNAV premium starts to make more sense

[The L🅰️zy Investor @_rave_king]

Welcome sovereigns

[Watcher.Guru @WatcherGuru]

JUST IN: 🇱🇺 Luxembourg's Sovereign Wealth Fund allocates 1% of its portfolio to spot Bitcoin ETFs.

[Michael Saylor @saylor]

Happy Uptober 🚀

[The L🅰️zy Investor @_rave_king]

@chainlink @swiftcommunity @The_DTCC @EuroclearGroup So is this censorship resistant. What stops swift and Euroclear to disappear my millions on chain ? Asking for a friend.

[The L🅰️zy Investor @_rave_king]

@SenMarkKelly But don't forget to build out energy and chips for the AI worker. That's the food it needs to work.

[The L🅰️zy Investor @_rave_king]

@SenMarkKelly It's actually time for AI dividends. Since AI is replacing workers, tax AI like a worker and fill the AI dividends coffers.