Dave Statler 🫵

Development Director Max Rhymes Foundation | Irresponsibly Long #Bitcoin and $MSTR | @BodoggosNFT Doggo Don |

[Dave Statler 🫵 @CryptoDStat]

Well @BoDoggosNFT, @notsoeasymoney, @allnick @piovincenzo_ @Chilearmy123 - This Legendary, GreenEyed, Silver Armored, HotDoggo with Halo and Sucker just found his Forever Home. !woof
#NewPFP

[Michael Saylor @saylor]

https://t.co/yeG4PgpjEq

[Dave Statler 🫵 @CryptoDStat]

@chooserich All the best Nick 🙏

[Lizard - Investor £200k @Lizardhunt_]

If Strategy is parking capital in USD bonds yielding ~4%, that directly offsets their 11.5% STRC preferred dividend.

They only need Bitcoin to cover the net ~7%.

This is financial engineering at its finest.

The BitVac keeps charging while the carry stays positive.

Saylor is playing 4D chess. $MSTR $STRC

[Dave Statler 🫵 @CryptoDStat]

@chooserich You got this Nick!
Nothing but positive vibes and prayers coming your way!

[Michael Saylor @saylor]

₿ig Dot Energy.

[Dave Statler 🫵 @CryptoDStat]

@PrajwalTomar_ In the article you suggest Claude web just wondering why not desktop? What am I missing or does it matter?

[SightBringer @_The_Prophet__]

⚡️The real phenomenon is absorption without repricing.

That is the phase before violent moves.

When a massive buyer says they can buy $100M, $200M, $300M and price does not move, the naive read is: “Bitcoin demand is not strong enough.” The better read is: there is still a large supply wall being transferred into stronger hands.

Price does not move when big buying is matched by equally large selling, OTC inventory, market-maker liquidity, ETF creation/redemption plumbing, arbitrage desks, miners, treasury sellers, old holders taking profit, or leveraged traders fading the move. The screen only shows the final print. It does not show the silent migration of ownership underneath.

A big buyer like Strategy is usually not market-buying like a retail ape. They are not smashing the ask and announcing “number go up.” They are likely using execution desks, algorithms, OTC channels, VWAP/TWAP style programs, liquidity windows, and negotiated blocks. The goal is to acquire size without moving the market against themselves.

So the buyer itself can suppress the visible move.

That sounds counterintuitive, but it is basic execution logic. A disciplined whale does not want price to explode during accumulation. They want to sit there and absorb. They let sellers come to them. They avoid chasing. They break the order into pieces. They use liquidity when it appears. They create as little visible footprint as possible.

That means price can look dead while the float is being eaten.

This is the part most people miss: price is set by the marginal coin, not total buying. If a large buyer absorbs a giant seller at $X, price may not rise. But the seller is now gone. The supply that would have capped the next move has been removed. Later, when a smaller buyer comes in, the market moves faster because the earlier absorption already cleared the wall.

That is why Saylor’s line about price rising after they stopped buying is believable structurally. During the program, the desk absorbs available supply carefully. After the program, the market has less sell-side depth left. Then normal buying can lift price because the heavy seller is no longer sitting there.

The deeper mechanism is hidden float compression.

Bitcoin’s displayed liquidity is fake in the sense that total supply is not tradable supply. A huge amount of BTC is lost, cold-stored, tax-locked, ETF-held, treasury-held, whale-held, or psychologically unavailable. What actually trades is the marginal float. If Strategy, ETFs, and long-duration holders keep pulling coins out of that float, the market can appear liquid until the exact moment it becomes violently illiquid.

That is the ignition setup.

A market can absorb billions quietly when sellers are present. Then one day the sellers are exhausted, liquidity thins, and price gaps higher on demand that would not have mattered before.

The move looks sudden to outsiders.

Underneath, the move was prepared by months of quiet absorption.

[Michael Saylor @saylor]

Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC https://t.co/enRuc7PBkY

[Michael Saylor @saylor]

All-time high volume. $1.53B of liquidity. Two cents of volatility. Closed at par. $STRC

[Ragnar @RoaringRagnar]

I finally watched the COFFEEZILLA vs. JEFF WALTON debate.

First of all, what an incredible performance by @PunterJeff. 👏🏻

Second, you find the full transcript of the debate below, if you want to reference certain parts of it.

Here are my key takeaways:

Coffeezilla's main objection was about language, not legality. He argued that "digital credit" misleads retail because preferred equity has no principal repayment, yet the product is constantly compared to bonds, money market funds, and bank accounts. His position throughout was that if risks are properly disclosed it's fine, but the marketing is where the trouble starts.

In my opinion these are mainly semantics, and @coffeebreak_YT focused way too much on it. All risks are properly disclosed in the SEC filings. Nothing is hidden.

Coffeezilla doesn't believe that Bitcoin will grow by 30% annually over the next 5-10 years, or 13% for 20-30 years. That's fine of course. Everyone can disagree. But it's just an opinion, and not really revelant for this discussion.

Coffeezilla is worried that the flywheel might reverse one day if Bitcoin was in a prolonged bear market or stopped growing >13% per year. Again, this risk is real, and everyone who is purchasing $SATA or $STRC has to underwrite this risk.

Coffeezilla's closing argument was counterintuitive. His expectation is that digital credit will succeed wildly. But he's worried that more issuance means a growing overhang of perpetual obligations all dependent on continued high CAGR Bitcoin appreciation, which he doesn't believe in.

So to summarize:

- Coffee doesn't believe in a Bitcoin CAGR >13%
- Coffee believes that digital credit will be wildly successful (!)
- Coffee believes that the flywheel will reverse one day and the whole thing will unwind
- Coffee doesn't understand the insurance business, or more broadly, companies that have a balance sheet and underwrite risk (like Bitcoin Treasury or structured finance companies)

Let's put these points into perspective:

1. At 13% yield, you get your full principle back after 7.69 years, and at 11.5% yield, you get your full principle back after 8.70 years. So that's the duration you are effectively underwriting.

2. Both Strive and Strategy have 1.5 years of dividend coverage in USD. Which means that your effective duration at risk is shortened by this time.

3. You can buy SATA/STRC for $100 (or below) and set a stop loss at $95 or $90. Which would mean that you'd be break-even after 5 or 10 months, and can't lose money after that.

4. Or, you can buy a $90 long put to hedge your exposure, so that your max loss is $10 if you buy at $100.

I love Coffeezilla, but here he clearly doesn't know what he is talking about.

Here's how I see it:

The more people talk about these products, the faster they will grow.

So thank you, Coffeezilla, for helping to promote Digital Credit. 🙌🏼

@saylor @phongle @ColeMacro @Werkman @Trollstein @IIICapital

[Michael Saylor @saylor]

My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026.

0:00 - Strategy’s Bitcoin sale controversy
0:36 - Why Strategy may sell Bitcoin
3:12 - “Never sell your Bitcoin” explained
4:40 - How Strategy buys more Bitcoin than it sells
6:33 - Michael Saylor’s Bitcoin accumulation philosophy
8:04 - Using Bitcoin liquidity and market arbitrage
11:14 - Responding to Ponzi scheme criticism
13:32 - STRC trading patterns and Bitcoin buying
15:05 - What really drives Bitcoin’s price
17:58 - Bitcoin, macro risks, and Fed policy
19:43 - Bitcoin as digital capital and digital credit
21:52 - Strategy’s dominance in preferred stock issuance
23:09 - AI, digital credit, and Bitcoin’s future
24:36 - Saylor’s childhood inspiration and MIT story

[0xNobler @CryptoNobler]

🚨 BREAKING

🇺🇸 TRUMP INSIDER WITH 100% WIN RATE JUST GOT FULLY LIQUIDATED ON HIS SHORTS FOR $130 MILLION.

AFTER 16 SUCCESSFUL TRADES IN A ROW AND $125 MILLION IN PROFIT, HE WENT ALL-IN AND LOST EVERYTHING IN A SINGLE TRADE.

CRYPTO IS A WILD SPACE 🤯

[Wealthy Anon @wealthyanon]

🚨JUST IN: Massive arrests at the Jane Street office today.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 FBI charges 30 people in global insider trading scheme that made tens of millions in illegal profits.

[Dave Statler 🫵 @CryptoDStat]

@chooserich Sending nothing but positive vibes and prayers your way Nick. 🙏🙏🙏

[Dave Statler 🫵 @CryptoDStat]

@bradmel__ @bodoggos !woof

[Michael Saylor @saylor]

The ₿eat Goes On.

[Smart Money Crypto @Smart_Money]

⚠️ DIE KOMPLETTE TRUMP-LISTE - HIER SIND DIE MILLIARDEN, DIE WIRKLICH GEFLOSSEN SIND!

Ich habe zwei Tage gebraucht, um sie zusammenzutragen, weil die Beträge an zwanzig verschiedenen Stellen versteckt sind. Nebeneinander gelegt versteht ihr, warum das Weiße Haus auf jede Frage mit Schweigen antwortet.

Die Quellen sind SEC-Filings, Blockchain-Daten, BBC-Recherchen, Reuters und Bloomberg. Jede einzelne Zahl ist öffentlich nachlesbar.

⚠️ 17. Januar 2025. Drei Tage vor der Amtseinführung launcht Trump seinen eigenen Memecoin. Zwei Entitäten der Familie (CIC Digital LLC und Fight Fight Fight LLC) halten 80 Prozent der Token. Am zweiten Handelstag steht die Market Cap bei 14,5 Milliarden Dollar. Allein in den ersten zwei Wochen fließen laut Blockchain-Analyse über 350 Millionen Dollar an Trading-Fees an die Trump-Entitäten. Retail sitzt heute auf über 85 Prozent Verlust. Die Familie behält die Fees.

⚠️ 19. Januar. Zwei Tage später kommt der Melania-Token. Peak 13 Dollar, heute 15 Cent. 99 Prozent Crash. Insider, die vor dem Launch positioniert waren, haben zweistellige Millionenbeträge abgezogen. Wer das war, weiß wieder mal niemand.

⚠️ World Liberty Financial. Das DeFi-Projekt der Trump-Familie. 550 Millionen Dollar im Token-Sale eingesammelt, rund 300 Millionen davon aus dem Ausland. Die Familie kassiert 75 Prozent der Revenues. Justin Sun investiert 75 Millionen und kurz darauf pausiert die SEC die Untersuchung gegen ihn. Eric Trump sagt wörtlich in einem Interview: WLFI hat hunderte Millionen für die Familie generiert.

⚠️ März 2025. WLFI launcht den USD1 Stablecoin. Innerhalb weniger Wochen springt die Marktkapitalisierung auf 2,2 Milliarden Dollar. MGX aus Abu Dhabi wickelt ein 2-Milliarden-Dollar-Investment in Binance über USD1 ab. Zufall natürlich. Die Zinsen auf die hinterlegten Tresauries fließen an, richtig, die Trump-Familie.

⚠️ Eric und Don Jr. gründen American Bitcoin, eine Mining-Firma. Über SPAC an die Börse gebracht, Bewertung im Milliardenbereich. Parallel unterschreibt Trump eine Executive Order für die Strategic Bitcoin Reserve. Mining-Aktien rallen sofort. #Bitcoin läuft auf neue Allzeithochs. Die Familie hält Mining-Bestände, Treasury-Positionen und Policy-Hebel gleichzeitig.

⚠️ Trump Media & Technology. Trump hält 53 Prozent. Im Herbst 2025 verkündet DJT eine Krypto-Strategie über 2 Milliarden Dollar Bitcoin-Treasury. $BTC steht über 100.000 Dollar, die Aktie pumpt um zweistellige Prozent, Trumps Papier-Vermögen springt um hunderte Millionen nach oben. Niemand außer der Familie wusste vor der Ankündigung Bescheid.

⚠️ Die BBC hat fünf Pre-Announcement-Patterns dokumentiert. Öl-Futures 580 Millionen vor der Iran-Pause. S&P-Futures 1,5 Milliarden vor dem Iran-Post. Ceasefire-Trades 950 Millionen. Hormuz-Öffnung 760 Millionen. Tariff-Pause im April über 900 Millionen an Vortages-Wetten. Aufaddiert sind das über 4 Milliarden Dollar an Positionen, die Minuten vor Trump-Tweets platziert wurden. 100 Prozent Trefferquote.

⚠️ Don Jr. sitzt im Advisory Board von Polymarket. Gleichzeitig strategischer Berater bei Kalshi. Die zwei Plattformen, auf denen die anomalen Wetten laufen. Die Familie verdient an den Plattform-Gebühren, während Wallets zehn von zehn Treffer landen.

⚠️ SEC stoppt die Binance-Klage, kurz danach nutzt Binance USD1. Der Genius Act legalisiert Stablecoin-Yields, direkt zugunsten von USD1. Die Crypto Task Force wird von David Sacks geführt, einem Trump-Donor. Jede Policy-Entscheidung seit Januar 2025 landet als Cashflow irgendwo in der Familie.

Die Gesamtrechnung. Mindestens 1 bis 2 Milliarden realisierte Cash-Einnahmen über Memecoin-Fees, WLFI-Sale und Plattform-Beteiligungen. Dazu 4 bis 5 Milliarden in anomalen Pre-Event-Trades, die formal niemandem zugeordnet werden, aber auf Konten landen, die jedes Mal im richtigen Moment Bescheid wissen. Dazu zweistellige Milliarden an Papier-Vermögen über DJT und Krypto-Bestände. Alles öffentlich dokumentiert, alles mit Deal-Kette und Zeitstempel belegbar.

Wenn du in Frankfurt einen Tipp von deinem Cousin kriegst und 2.000 Euro auf BASF setzt, stehst du vor Gericht. Wenn aus dem Oval Office Milliarden vor Kriegsentscheidungen verschoben werden, wird daraus eine BBC-Reportage mit dem Wort auffällig.

Der STOCK Act verbietet exakt diese Geschäfte seit 2012. Null Verfahren. Null Verurteilungen. Das System funktioniert wie designed, nur nicht für dich.

Sechs Milliarden Dollar Cash und Paper-Gains innerhalb von 15 Monaten. Und niemand wird in den Knast gehen. Merkt euch diese Zahl, wenn euch das nächste Mal jemand erklärt, wie die Regulierung in diesem Land ungerechten Reichtum verhindert.

https://t.co/e75vL3qcNS

[Saturn Foundation @saturn_credit]

Saturn acquired $18M in $STRC this week.

Total STRC holding: $33M.

[Dave Statler 🫵 @CryptoDStat]

@Aidanb2b Design