Bry

[Bry @BP6179]

Yes, constantly. I'm increasingly focused on the individual. In older interviews Saylor openly discussed how, despite strong products, he struggled to preserve capital in tech/software. Bitcoin gave him the answer, so he went all-in — especially after the massive Oct 2024 raise.The problem is the execution feels compulsive now. It's like putting a bowl of coke in front of someone in recovery and telling them "don't touch it." He’s operating on a 10–100 year engineering/theoretical timeframe, which is fine for him, but my horizon as an investor is much shorter. Bottom line: Does Saylor have a proven track record of delivering consistent growth and returns outside of riding Bitcoin’s appreciation? For me the answer is no. I don’t even love the “BTC per share” metric because I can’t redeem my shares for actual Bitcoin, its a metric that supports accumulation not investor return. I want MSTR share price appreciation and real returns on my capital. Unfortunately, continuously selling common stock into strength caps the upside for existing holders. The strategy has delivered huge BTC accumulation, but the dilution and volatility have been painful. For the next five years I have to decide if BTC will appreciate more that the value say, Elon will deliver, thats the real choice.

[Bry @BP6179]

Well he does change his mind a lot, issued guidance about what to do at certain MNAV's below 1.33 (can't remember the exact figure) would not sell common stock, 2 weeks later company changed its position, selling below 1.33 was ok. Raises a cash reserve to address dividend cover concerns, 2 weeks later uses the cash to retire debt thats not due for 18 months 2 years. Markets hate uncertainty, but he keeps creating it. Do you think Tradfi are going to let him create a product that will take away there business, i don't, If I were them I think I would buy a load of STRC and then organise continued selling to cause it to lose its peg at $100.

[Bry @BP6179]

@Z06Z07 @Strategy If common stock holders don' t get a return on their investment (ie and increase in share price) they will leave, no one is going to wait for 10 years while everything else is moving up. I am beginning to believe there is less risk holding @ASST and @SATA.

[Bry @BP6179]

@Z06Z07 @saylor 🤣🤣🤣 in your dreams, its like putting a bowl of coke in front of a cokehead, and saying don't snort any

[Bry @BP6179]

@schrog79 @sircryptotips 🤣🤣🤣🤣

[DonAlt @DonAlt]

So do I get this right

>Saylor buys BTC
>Issues STRC
>Buys more BTC with proceeds as market goes up
>Average buy price of infinity
>Eventually market goes down
>STRC depegs
>Saylor sells BTC below his average to repeg STRC
>Market moves even lower below his average
>Sells even more BTC to repay STRC
>Eventually market recovers
>Saylor issues more STRC
>Buys now more expensive BTC
>Repeat

I'm a duck but even to me this sounds very retarded
If I understand this correctly it's the worst ponzi I've ever seen

[Bry @BP6179]

@kurtknapp @sircryptotips When is he not diluting MSTR share holders🤔

[Bry @BP6179]

@Strategy The market has lost trust in everything you do and say, common stock holders are going to prop up everything, its just a matter of time before people sell. Your focus on digital credit is falling apart.

[Bry @BP6179]

@Investanswers What happened to the hold BTC for longer that 4 years and you don’t loose🤔

[Bry @BP6179]

@WOLF_Bitcoin_ Best if he said nothing, he has lost credibility

[Bry @BP6179]

@saylor Why ask🤔, you will be changing it soon, to Weekly.

[Bry @BP6179]

@StackerSatoshi @Saylor will change his mind and still issue, he has gone back on several things over last 2 years, and then wonders why sentiment is low.

[Bry @BP6179]

@WachMic23908 @DylanLeClair Yeah the ones that want to liquidate MSTR

[Bry @BP6179]

@r3kts0n @saylor @mattkratter 🤣🤣🤣🤣🤣spot on 👍

[Bry @BP6179]

There is nothing accretive to MSTR share holders you just printing shares to buy BTC, and devaluing their investment. MSTR was a great stock to hold until you announced your 21:21 plan in Nov 2024, you have flip flopped on decisions ever since then, your an analytical guy unfortunately the market is driven by sentiment and emotion, and that is something you suck at. Beginning to realise that @strive and @asst are probably a better investment.

[Bry @BP6179]

@saylor Dollars, the price of MSTR stock in October 2026

[Bry @BP6179]

@nicole887610 @TNorth I’m convinced that is what the centralised exchanges do, self custody is the only way👍

[Bry @BP6179]

@TNorth @saylor Best change your name to True South🤣🤣🤣

[Bry @BP6179]

@saylor So why hold MSTR????? Theres no return for investors, best dump it, until the AI bubble bursts.