Chad Fi @chadfii - Twitter Profile

chadfii retweeted

9 days ago

MICHAEL SAYLOR: "The idea that you can buy Bitcoin at $80,000 is a joke." "By the time your banker recommends it, it'll cost you $10 million." "It's at a 99% discount."

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chadfii retweeted

Bit Paine ⚡️

@BitPaine

19 days ago

What’s really weird to me about the $MSTR blow up FUD is that it’s as transparently and verifiably false as any of the other FUD that gets amplified at $BTC bear market bottoms - energy use, transaction throughput, quantum risk - but many of the same people that would call these out as obvious attempts to shake out weak hands at the bottom are going full tilt on $MSTR FUD. MSTR is designed to amplify Bitcoin volatility. To the upside and the downside. You either believe in it or you don’t. And if you don’t nobody is making you invest in the stock or its prefs. If you do you are opting into a roller coaster and you better position size, try to buy as low as you can, and be ready to ride it both ways. But it’s not at any imminent risk of insolvency, and if BTC went low enough for that to happen, BTC has kind of already failed as an investable asset. You’re talking 20,000s or lower on a sustained basis before there’s any real insolvency issues. I’m sorry to say, but if we retrace to 2017-levels - post LUNA/3AC blow-up levels - and THEN MSTR blows up and dumps 850,000 BTC nobody is touching this asset for a decade. You can say goodbye to any serious Wall Street exposure. People will forever see it as too toxic to build anything on and the monetization phase is done. Narrative fully cooked. There are people who are relentless bitcoin cheerleaders who seem to want Saylor to fail like he’s some kind of anti Bitcoin force that needs to be disposed of, despite the fact that he’s been the most relentless, vocal, and transparent Bitcoin advocate for 6 years, and has done more for wall st and corporate adoption that anyone else by a wide margin. He’s the one who actually tried to build something on Bitcoin and integrate it into global finance - something more than just talking about how great it is on a podcast. $MSTR is constructed in such a way that in order for him to fail, it would require so much capital destruction that everything you want Bitcoin to be will be dead for a decade - if not forever. Forget about everything else in crypto, which would be beyond cooked. Like oh great, enjoy your unstoppable freedom money that lost 90% of its value. What the fuck are you going to buy with it? If you’re amplifying FUD and cheerleading for Saylor to fail, you’re cheerleading for Bitcoin to fail, and I don’t consider you an ally.

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chadfii retweeted

Adam Livingston

@AdamBLiv

27 days ago

🔥THE GREAT STRC CRASH OF 2026 - WILL MSTR SURVIVE?!?🔥 STRC is trading with some VOLATILITY! I give my thoughts on the current state of STRC, the volatility in the Bitcoin market, and what I think Strategy could do to help rectify the situation. I also run the math so the low IQ doomer slop death spiral bears can go cower in the corner. ENJOY:

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chadfii retweeted

Nicolas Cole 🚢👻

@Nicolascole77

27 days ago

All this $STRC & $MSTR FUD just shows what an asymmetric trade this company continues to be. So many flawed opinions from uneducated people: 1. "@saylor said he'd never sell the bitcoin. He sold some bitcoin. That means the entire system is going to collapse." No, he sold bitcoin because the credit agencies valued his $50B of bitcoin at $0 because they treated it as a 100% illiquid asset. He didn't sell because he had to. He sold to prove "nah, it's liquid." And he needs this step to happen, and to get approval from the credit agencies, in order to achieve the next leg of growth. Credit approval = wave of new capital. 2. "STRC was supposed to be stable." So, just to get this straight, what you want is: - No volatility (0%) - But double-digit passive revenue (11.5%+) - Backed by billions and billions of dollars - But if you sell even "a few" of those dollars to prove the dollars are a liquid instrument, then the other $49.9B should be considered worthless This is actually what MSTR is trying to build. It's just not going to happen in the legacy finance industry overnight. And the only way it will happen is when STRC becomes investment-grade digital credit. Which, going back to the first point, is why they had to sell 32 bitcoin. To prove, to the credit agencies, it is in fact a liquid asset. 3. "MSTR is a failure that is going to be forced to unwind because they're over-leveraged." No, they're not. You are more leveraged on your mortgage than they are on their dividend obligations relative to their balance sheet assets—by a wide margin. Sure, some moves on the chessboard might be more-or-less accretive than others. But you have to see the forest from the trees. This is a company that turned $500M of assets into $50B + of assets in 5 years. Do you care, or do you remember, which of those transactions in the past were "more-or-less accretive?" Of course you don't. All you know is, they 100x'd their balance sheet, and 100x'd their stock price. ~ I have been interested in investing since I was 23 years old. I'm 36 now. And $MSTR is really the first time I've gotten to live the feeling of an asymmetric trade. I imagine this is how people felt buying Facebook or Amazon in the 2010s. You know the game has already been won. And you know the future is inevitable. You just have to sit and wait a decade through the masses kicking and screaming and insisting you're wrong before you can celebrate being right.

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