Yesterday, I attended a small private event with Phong Le, CEO of @Strategy, in Leander, Texas.
About 30 people. No big stage. No spotlight.
Just one of the most important voices in Bitcoin a few feet away.
Here’s the story. 🧵👇
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC
https://t.co/94TmyRWVrs
Imagine measuring your wealth in ice cubes.
Every year someone quietly melts 7% of them.
Would you feel richer if they gave you 5% more ice cubes next year?
That’s how most people think about investing in fiat.
Bitcoin forces you to separate real wealth from the illusion of wealth.
@saylor Nothing beats a truly decentralized, ethical, scarce, and trustless system backed by math and thermodynamics.
Its short-term price in dollars is irrelevant.
Most people focus on the $37 trillion national debt.
Wrong metric.
The real story is that U.S. debt has compounded at roughly 8.3% annually since 1980.
For 46 straight years.
Population growth averaged less than 1%.
Real GDP averaged roughly 3%.
The denominator keeps changing.
Bitcoin’s doesn’t.
Do yourself a favor and unfollow immediately anyone who puts @saylor and the word “liquidation” in the same sentence.
Top signal for stupidity.
(If I get unfollowed for writing this, so be it, just follow the advice)
Just put my entire trading portfolio into $STRC at $93.
Locked in a 12.3% effective yield and will enjoy the ~7.5% capital gain when it trades back to par within the next 60 days.
Crazy that the market is offering this to us again.
Bitcoin will be fine. Strategy will be fine.
We are going to be rage baited all day by people who did not listen to the $MSTR earnings call.
I will say it once.
Saylor said they will inoculate the market. This is a deliberate signal to prove to the S&P 500 committee and credit agencies that Strategy would sell Bitcoin if necessary.
It strengthens their case for index inclusion and improves their credit rating prospects.
Nothing has changed.
Most people think inflation means prices going up.
It doesn’t.
Inflation is the expansion of the money supply.
Higher prices are just the symptom.
If your ruler keeps changing length, don’t be surprised when all your measurements become useless.
That’s fiat.
Bitcoin doesn’t need to “beat” the dollar tomorrow.
It just needs to keep doing what fiat cannot:
Stay scarce.
Stay neutral.
Settle globally.
Run without permission.
People argue about salary like it is a fixed number
But the unit matters
SALI lets you view annual salary in satoshis, so you can track progress in Bitcoin terms and ask better questions about purchasing power over time
Try it https://t.co/qFi3Mn85el
Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC https://t.co/cbx4BlpsKV
“Fiat is responsible for inflation, instability, undisciplined state expenditure, and economic nationalism.”
This was written by the Extropians before Bitcoin even existed.
The diagnosis was correct then.
Bitcoin became the cure.
Most people track income in dollars
But life is getting repriced constantly
SALI asks a different question:
What is your annual salary in satoshis?
Same job
Same effort
Different clarity
Track it at https://t.co/qFi3Mn85el
Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym
Most people track their salary in dollars and only notice the problem when life gets expensive.
Try a different lens: annual salary in satoshis.
SALI makes that simple, shareable, and measurable.
https://t.co/qFi3Mn85el
Your salary is a number
Your cost of living is a moving target
Bitcoin gives you a tougher yardstick
SALI lets you measure your annual salary in satoshis, so you can see if you are actually gaining ground over time
A raise can look great on paper and still feel worse in real life.
Tracking your annual salary in sats forces one question:
Is my work buying more or buying less over time?
SALI makes that comparison simple. https://t.co/qFi3Mn85el