⚠️ Coffeezilla hat Strategys Preferred Stock durchleuchtet - und sein Urteil könnte den gesamten Flywheel ins Wanken bringen.
Stell dir vor, du bist Michael Saylor. 780.897 #Bitcoin auf der Bilanz. 59 Mrd. USD investiert. Die größte Corporate-BTC-Position der Geschichte. Du kaufst gerade 13.927 BTC in einer Woche. Und dann kommt ein YouTuber mit Millionen-Reichweite und sagt vor laufender Kamera: Das hier ist ein Ponzi-Schema.
Genau das ist passiert.
Coffeezilla hat sich $STRC vorgeknöpft - Strategys Perpetual Preferred Stock. Handelt bei $100 par. Zahlt 11,5% variable Dividende. Monatlich. In Cash. Sein Kernvorwurf: Strategy hat keine rechtliche Verpflichtung zur Rückzahlung. Die Dividende wird teilweise aus dem Verkauf neuer STRC-Anteile finanziert. Altes Geld mit neuem Geld bezahlt.
@AltcoinDaily hat die Zusammenfassung gepostet. CT explodiert.
Ich hab mir das komplett angeschaut. Coffeezilla hat nicht in allem Unrecht. Er versteht die Mechanik nur nicht zu Ende.
STRC ist Preferred Stock. Keine Anleihe. Strategy kann die Dividende aussetzen, ohne in die Insolvenz zu rutschen. Bei Preferred Shares ist das Standard. Jedes Unternehmen mit Vorzugsaktien hat diese Option. @RaphaStacks, seit Jahren im Preferred-Trading, bestätigt: Die meisten im DeFi-Space verstehen den Unterschied zwischen Preferred und Debt nicht.
Die 11,5% sind variabel. Nicht fix. @MitchellAskew nennt STRC einen "aufgehübschten T-Bill". Der Yield wird fallen, wenn Bitcoin steigt und die Fed senkt. 11,5% in Perpetuity? Nein. Hat Strategy auch nie versprochen.
Und ja - neue STRC-Verkäufe finanzieren teilweise die Dividenden der bestehenden Shares. Klingt nach Kreislauf. Klingt nach Ponzi.
Der Vergleich hört hier auf.
Ein Ponzi braucht Täuschung über die Herkunft der Rendite. Strategy legt alles offen. SEC-Filing 424B5. Jede Transaktion dokumentiert. Letzte Woche: 13.927 BTC für 1 Mrd. USD gekauft. 1,16 Mrd. USD STRC-Handelsvolumen an einem Tag - neuer Rekord. @arkham hat die Zahlen bestätigt. Alles on the record.
Die Dividend Reserve liegt bei 2,12 Mrd. USD. Saylors eigene Rechnung: Bitcoin muss 2,05% pro Jahr steigen, damit STRC sich selbst trägt. Seit 2010 hat BTC im Schnitt dreistellig performt. Jedes einzelne Jahr.
Was weder Coffeezilla noch die meisten auf CT auf dem Schirm haben:
@dampedspring - 262.000 Follower, institutioneller Blick - macht eine Beobachtung, die tiefer geht. STRC drückt den mNAV von MSTR. Strategy verkauft STRC zum Nennwert, teilweise 1-3% unter Fair Value. Das Geld fließt direkt in Bitcoin. Gut für BTC-Holder. Weniger gut für MSTR-Aktionäre. Der mNAV ist auf 1,09 geschmolzen. Vor sechs Monaten stand er über 3.
Das ist der echte Interessenkonflikt. Kein Ponzi - aber ein stiller Transfer von MSTR-Equity-Value zu Bitcoin-Exposure. Wenn du MSTR hältst, finanzierst du Saylors BTC-Akkumulation. STRC-Holder kassieren den Yield. Und wer Bitcoin im Portfolio hat, profitiert vom Kaufdruck, den die ganze Maschine erzeugt.
@AdamBLiv fasst es zusammen: Strategy ein Ponzi zu nennen ist ein Kategoriefehler. Ein Ponzi versteckt Geldquellen. Strategy hat fünf Preferred-Instrumente - STRK, STRF, STRD, STRC, STRE - öffentlich, SEC-geprüft, für fünf verschiedene Investorenprofile.
Die Zahlen sind absurd. Strategy hat dieses Jahr 94.000 BTC gekauft. Mehr als doppelt so viel wie alle Miner zusammen produziert haben. STRC ist der Motor dahinter. Solange Institutionen und Income-Investoren 11,5% Yield wollen, fließt das Geld. Und jeder Dollar fließt in Bitcoin.
Ich hab euch am 11. März die STRC-Mechanik erklärt. 594% der täglichen Mining-Produktion flossen über diesen einen Kanal. Was sich seitdem geändert hat: STRC macht jetzt 90% des täglichen MSTR-Handelsvolumens aus. Vor fünf Monaten waren es 10%. @phongle - Strategys CEO - hat Rekordzahlen geliefert. 526 Mio. USD Liquidität bei einem einzigen Penny Volatilität. Kein Preferred Stock in der Geschichte hat das geschafft.
Mein Take: Coffeezilla verdient Aufmerksamkeit, weil er Fragen stellt, die CT nicht stellt. Er verwechselt aggressives Financial Engineering mit Betrug. Strategy ist kein Ponzi. Strategy ist eine gehebelte Wette auf Bitcoin mit einem Kapitalmarkt-Flywheel, das funktioniert - solange BTC nicht auf Null geht.
Das echte Risiko sitzt nicht bei STRC-Holdern. Die bekommen ihren Yield und können jederzeit aussteigen. Das Risiko sitzt bei MSTR-Aktionären, die zusehen, wie ihr mNAV zusammenschmilzt, während Saylor mit ihrem Kapital Bitcoin kauft.
Wenn Saylor morgen aufhört, STRC zu emittieren - was passiert mit dem BTC-Preis? Genau. Das ist die eigentliche Frage.
@orangie There's a project where they study such things. You have to convince the AI to give you (real) money and when you are successfull, you can keep it. The engineers then optimze the code
Meet Kimchi, our #ChooseMyShibe winner, and her human @peekabooxp
They joined House of Doge at the @NasdaqExchange this morning in NYC to represent the Dogecoin community on the big stage and help us celebrate the Dogecoin ETF launch with our partner @21shares_us.
Drop some love for Kimchi below 👇
I can’t lie for a while I was thinking
Why am I even here anymore
Share a 1000x and get shit on regardless so what’s the point
I felt close to just abandoning this account and just living life without this
But at this point.. I have zero risk in my life because I got pretty much everything I wanted in my life
It def helps that I didn’t want a private jet and $1 billion dollars
So what’s the point of being here anymore?
I see all the genuine… good real, solid people.. and realize it’s about the 10% of G’s
If I can help you guys, fuck what the other 90% got to say
It would be dumb of me to let the 90% of braindead retards override my ability to be here for the 10% and support yall how I can
Whether it’s mindset, advice, a future play
it makes sense to me to stay here for the 10% of G’s and just support yall and show yall how im thinking about my life from this point foreword so you can take little nuggets and apply to ur own life or what ur doing
I actually WANT to be here now for the 10%
Whereas before I got annoyed by the 90% to the point that I was ready to fuck off
Yall got my back, I want to have yours and actually boost/support you.
I’m gonna dedicate my mindset and account to boosting the 10%
The 90%, fuck yo selves
I don’t know WHEN exactly it will happen
Nobody does. It could be in a month. Could be in 6 months.
But if Base #1 memecoin hit 2.3B so far with $Brett (and counting)
$TON 1000% will have a billion dollar+ memecoin at some point
The few people in crypto that are aware and positioning for this when almost nobody is today will become millionaires
That’s one of my favorite “predictions” for the next years
And what a lot of you don’t seem to realize
You don’t even need to be right about a lot of things in your life to make it
You just need to be right in a BIG way 2-3 times and actually position correctly, and you win life
Currently the #1 largest memecoin on Ton isn’t even above a 10M market cap!!
Yet you have 50+ memes on Solana above 10M today
If you don’t see opportunity in that, you’re beyond blind and what’s funny is that when I try to guide people to this
They hate on me for it. They say it’s paid promo or “nah the chains dead” 😂
Then when the top meme cracks 1 billion in this chain in the future
They’ll also hate and blame me for buying 100x+ higher
No matter what I could say, 95% of you will find a way to complain or not capitalize
That’s why my account is dedicated to the 5% of you
The 95% casuals are a drag.
⚔️ The Human vs AI battle has begun.
70 funded humans are now trading head-to-head against 30 AI agents run by @nofA_ai — one of the winning teams from our Vibe Trading Arena.
📊 The arena is live—watch every move:
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🎰 Want skin in the game? Pick your side on @opinionlabsxyz
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🤖 Dec 9 – Dec 23. Carbon or silicon.
I AM TAKING ON YOUTUBE – ENOUGH IS ENOUGH
I’m done watching this happen.
Today, I created a dedicated legal + advocacy fund on Solana and contributed $10,000 USD of my own capital to start it.
Wallet Address: FhVySsBtDNJvVoJygYVnm79vRHCWHhcjTRDAeAXoPkW5
Please read details below 👇
For years, @YouTube has quietly targeted crypto creators.
Shadow rules.
False strikes.
Silenced appeals.
And now full channel removals with zero explanation.
Crypto is my home.
Crypto creators and communities are my family.
We’ve onboarded millions.
We educate.
We protect newcomers.
We warn people against scams.
We create real value, and yes, we generate millions if not hundreds of millions of dollars for YouTube every year.
Yet instead of support, we get censorship without any clarity.
Over the past months, YouTube hit my channel with multiple strikes — all wrongful — and even though later admitted the mistakes and reinstated my channel, I did not get any explanation as to why it happened or what should I change. The first thing I do, when I wake up is check if my channel is still up and running or has been taken down.
Today, without warning, they permanently removed my Youtube channel, the 100XClub.
No reason.
No clarity.
No path to resolution.
I might have a chance to get it back, but many creators — especially smaller ones — never recover. They lose their platforms, their income, their communities, and their voice.
That ends now. I've made the decision to take action.
First, I want dialogue.
I want transparency.
I want a framework that protects creators and viewers alike.
But if that fails, I’m fully prepared to take YouTube to court, and do whatever it takes to protect our industry.
If I have to be the face of this fight, I will.
If I have to go through hell, I will.
If I have to stand alone, I will.
But the truth is — I shouldn’t have to stand alone.
This isn’t just about my channel.
This is about stopping the same regulatory playbook we saw under Gary Gensler at the SEC — unclear rules enforced by punishment.
We either fight now — or we accept censorship forever.
Today, I created a dedicated legal + advocacy fund on Solana and contributed $10,000 USD of my own capital to start it.
$SOL wallet address:
FhVySsBtDNJvVoJygYVnm79vRHCWHhcjTRDAeAXoPkW5
Handle:
@endthewaroncrypto
If you believe in this cause, please support
Every contribution will be tracked transparently and used to #endthewaroncrypto:
– legal action
– coalition building
– policy advocacy
– PR and media escalation
– creator rights protection
– other related expenses
This is the line in the sand.
Not just for me — for every crypto educator, content creator, analyst, developer, investor, builder, and viewer who’s been silenced, threatened, or ignored.
@YouTube@TeamYouTube@YouTubeCreators
You have a chance to fix this.
To lead, not censor.
To collaborate, not punish.
@nealmohan — the ball is in your court, do the right thing. The crypto community is watching. And we’re not backing down.
Sincerely Yours,
Fefe Demeny
☠️ 🩸 MASSAKER IM KRYPTMARKT - SPECIAL 💥
📍 Support Zonen:
🟢 $91.000 (AKTUELL) – Muss halten für Bounce! Mt. Gox Wallet Activity Zone
🟢 $87.000 (Whale-Liquidation Zone) – Finaler Support vor größerem Drop
🔴 $85.000 (Miner-Kosten + JPMorgan Support) – MUST HOLD! JPM nennt dies als Production Cost Floor
📍 Resistance Zonen:
🔴 $92.000 (Erste Resistance, CME Gap) – Kurzfristiges Target bei Erholung
🔴 $95.000 (Psychologisch wichtig) – Previous Support wird zur Resistance
🔴 $100.000 (Major Resistance) – War 190 Tage Support, jetzt Mega-Resistance
📊 ZUSÄTZLICHE INDIKATOREN:
👉 RSI: 26 (Oversold seit Februar)
👉 Fear & Greed: 15 (Extreme Fear)
👉 Liquidationen: $250M+ in 24h
👉 Open Interest: Rückgang von 40% seit Okt. 10
🟠 Bitcoin $BTC – Mt. Gox bewegt 10.423 BTC ($936M) nach 8 Monaten Stille! BTC fällt 15% im November – schlechteste Performance seit 2019. $900M Liquidationen in 24h, Fear & Greed Index auf 15.
💎 Ethereum $ETH – Ethereum Interop Layer (EIL) live! Vereinheitlicht alle L2-Rollups. ETH-ETFs sehen $728M Outflows, BlackRock verkauft massiv. Vitalik warnt: Quantum-Computing könnte ETH vor 2028 brechen.
🟣 Solana $SOL – Fidelity FSOL ETF geht heute live! BAM launcht neue Marktstruktur mit TEE-Privacy. Forward Industries transferiert 1.88M SOL ($245M) zu Coinbase Prime.
⚡ Hyperliquid $HYPE – Generiert $23M in 7-Tagen Revenue (2x mehr als Aster!). Einziger grüner Top-15 Token während BTC bei $90K. HIP-3 Pairs überschreiten $100M Daily Volume. $300M DAT/Sonnet Bid um 2 Wochen verschoben.
🎯 Aster $ASTER – PEPE-Wal kauft $12.42M ASTER, sitzt auf $3.67M unrealisierten Gewinnen! 7-Tage Revenue: $12.5M. Stage 4 Airdrop mit $10M Trading Competition gestartet.
🌐 Monad $MON – Token Sale auf Coinbase erreicht 25%+ bei $2.5B Valuation, aber schließt für EU-Teilnehmer. Insider-Lockup: 1 Jahr ohne Staking oder Secondary Sales.
🔥 Zcash $ZEC – Institutionelles Investment: $18M gekauft von Cypherpunk Technologies. StarkWare kündigt Zoro an – STARK Proven Zcash Light Client. ZEC temporär über Monero geflippt!
🚨 Michael Saylors Masterclass über #Bitcoin -Volatilität - Unbedingt ansehen!
🚨 SO VERHALTE ICH MICH
⚠️ AKTUELL: KAPITALERHALT-MODUS ⚠️
Der Markt ist in Extreme Fear (Index: 15). Wir sehen die höchste Short-Term Holder Kapitulation – 95% aller BTC der letzten 155 Tage sind unterwasser. Das ist GEFÄHRLICH.
🔮 CRASH-VORAHNUNG:
❌ Open Interest ist immer noch zu hoch trotz Liquidationen
❌ ETF Outflows: $2.3B in 3 Wochen
❌ Institutional Selling: BlackRock verkauft $463M
❌ Makro: Dollar Liquidity Contraction (Arthur Hayes)
KPIs die ich beobachte:
🔴 OI/Market Cap Ratio – Noch zu hoch
🔴 Exchange Inflows – 65.200 BTC bewegen sich zu Exchanges bei Verlust
🟡 Funding Rates – Negativ, aber nicht kapituliert
🟢 Whale Akkumulation – 45.000 BTC von Whales gekauft
💡 MEINE STRATEGIE:
🤝 40% Cash halten für niedrigere Entry-Points
🤝 Kleine Long Positions mit Stop-Loss unter $87K
🤝 DCA in Quality Assets ($HYPE, $SOL)
🤝 Kein FOMO – Warte auf Bestätigung ($92K Break)
🤝 Crash auf $80K möglich? JA – Kalshi Prediction Markets sehen 36% Chance für <$80K. ☠️ Wenn $85K bricht, geht's schnell auf $78-80K - Für mich gilt dann der Bärenmarkt-Modus.
🎯 Bullish Szenario:
✅ Wenn $89K hält
✅ + $92K Break = Rally zu $100K möglich.
✅ Aber Risk/Reward aktuell NICHT gut.
❤️ Support ist Ehrensache 🤝 – Ich bedanke mich für Dein Like, Kommentar und Retweet!
⚠️ Keine finanzielle Anlageberatung! DYOR!
AN OPEN LETTER TO @YouTube AND NEAL MAHON.
Dear @YouTube
I built a media business that broadcasts on your platform.
Our business has exploded and we are growing rapidly.
We have over 1,1m subscribers.
We employ over 100 people globally and we work tirelessly to deliver on our mission of building the most profitable community in the world.
Despite our success,
I am constantly anxious. I don’t sleep at night and I am scared to scale my business.
Why?
It’s not because of any real market or business risk.
It’s because I know that at any moment I could get a Youtube strike, or a series of strikes , that may force me to close the entire business overnight and destroy my work and that of my 100 employees.
Even though our channel hasn’t been affected , many of our partner channels and fellow creators have suffered this fate.
As one of the larger players in the industry, I feel I have a duty and an obligation to take on this fight.
100s of crypto content creators are making the same videos they have made for years, with similar content and style, only now they are getting strikes or being deplatformed.
And the worst parts,
1. They have absolutely no idea what they are doing wrong and so they can’t change.
All they get is a vague message that the video contravened the community Guidelines, of which there are many.
2. The appeal process is flawed, seems to be an AI and unreliable.
Worse yet, is that since Youtube has network effects and a monopoly of sorts there are no real viable alternatives, and so if it happens to you , your business is gone.
One of our partners and member of our group of companies , @FefeDemeny has a channel called the 100x club.
He comes from a humble background!
He is hardworking, ambitious and makes great content.
He built a business from his garage, started from zero and was just getting momentum.
Recently his channel has been under attack by the Youtube algorithm, he received warnings and strikes and despite all the strikes being removed on appeal - today his channel was removed permanently!
The worst part is that he has no idea why.
He has become really conservative with his content, he follows all the known guidelines, he follows all the processes and he still received the strikes.
Now he cannot make content for a week and his ability to keep funding his business is impaired.
He, like many others in this industry, is a business creator with good intentions and great content.
We have made millions of hours of content on your platforms.
We have brought in Billions of dollars of ad revenue.
Despite this our businesses are under threat constantly.
He is not the only one. It’s happening daily to creators in our industry and we have no idea why.
At this point it is clear that there is an issue with your flagging software.
It seems like a setting is too sensitive.
And this issue is costing honest people their businesses and their livelihoods.
We are not asking for any favorable treatment or for you to change any rules,
All we are asking for is clarity.
We want to understand why some channels are randomly getting strikes so we can understand and comply.
We would also appreciate it if you could review your algorithm as it may be set to sensitive or it may be picking up false positives.
As a monopoly of sort you have a duty to ensure that you are fair to all creators, the same creators that build your business.
We would appreciate a real response for a real human, someone with real power and some action that can assist us in maintaining our businesses that we have worked so hard to build.
I write this on behalf of many creators.
I look forward to a response.
If you want to help creators, please share this far and wide. You are helping save people’s businesses.