David Brian

🔱|𝖥𝗈𝗋𝖾𝗑 𝖳𝗋𝖺𝖽𝖾𝗋🌟𝖼𝗈𝗎𝗋𝗌𝖾 & 𝗌𝗍𝗋𝖺𝗍𝖾𝗀𝗒
📲|𝖲𝗂𝗀𝗇𝖺𝗅 𝗌𝖾𝗇𝗍 𝖽𝗂𝗋𝖾𝖼𝗍𝗅𝗒 𝗍𝗈 𝗒𝗈𝗎𝗋 𝗉𝗁𝗈𝗇𝖾
📉|𝖫𝖾𝖺𝗋𝗇 𝗍𝗈 𝗍𝗋𝖺𝖽𝖾

[David Brian @DavidBrianb1]

The biggest risk is waiting too long. Start learning, stay disciplined, manage your risk, and let consistency work in your favor.

Small steps today can create a stronger financial future tomorrow. Never invest more than you can afford to lose.

#Trading #Investing #Crypto

[Michael Saylor @saylor]

We’ve upgraded the $STRC, $STRD, $STRK & $STRF dashboards with BTC Rating, BTC Floor, BTC Floor ARR, Tax-Equivalent Effective Yield & 1Y Sharpe. New tools to evaluate income, credit quality, downside protection & risk-adjusted returns. Explore at https://t.co/S3OchsaeGQ.

[Max Keiser @maxkeiser]

👀

[Gunther Eagleman™ @GuntherEagleman]

AMERICA DOESN’T BELONG TO WASHINGTON.
IT BELONGS TO US.

This country was handed down to us by people who fought for it, sacrificed for it, worked for it, prayed for it, and refused to quit when quitting would’ve been easier.

Now it’s our watch.

Fly the flag.
Teach your kids why America matters.
Support your neighbors.
Know your rights.
Vote. Speak up. Stand your ground.

America doesn’t need more spectators.

It needs Americans who still give a damn.

[CoinGecko @coingecko]

$BTC has not moved by more than $250 in the past day.

Do you see it going up or down from here?

[Ted @TedPillows]

$BTC is hovering around the $63,000 level.

The weekend is here, so I'm expecting more choppy price action.

Until Bitcoin breaks above the $65,000 level, the sideways price action will continue.

[Michael Saylor @saylor]

Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.

[Michael Saylor @saylor]

We’re now tracking Bitcoin’s 200-week moving average and its premium to that level on https://t.co/uGbtzwJ4Pu. Since the 200W MA became available, Bitcoin has traded above it 92% of the time. Today, it sits almost exactly on the line.

[Michael Saylor @saylor]

Bitcoin Drive engaged.

[Michael Saylor @saylor]

Less than 1% of Bitcoin’s economic weight has adopted BIP-110. The claim that 16%-18% of nodes equals 16%-18% support confuses software distribution with economic consensus. Bitcoin is not one node, one vote.

[Michael Saylor @saylor]

At block 960,561, BIP-110 has 24 signals in 946 blocks (2.54%). Every signal came from a DATUM miner sharing rewards through OCEAN. Signals outside OCEAN: 0. The 55% voluntary threshold is now mathematically unreachable this period. This is not miner consensus.

[Michael Saylor @saylor]

Stretch Dividend Rate maintained at 12.00% for August 2026. $STRC

[Michael Saylor @saylor]

I support advancing the CLARITY Act through bipartisan work to establish clear, durable rules, protect property rights, promote innovation, and strengthen American capital markets. Bitcoin will succeed with or without legislation, but America needs clarity for digital assets.

[Michael Saylor @saylor]

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share?

In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts.

Prepared Remarks
00:00:00 - Welcome
00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin
00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage
00:08:57 - Bitcoin KPIs: 4.5% BTC Yield, 29,997 BTC Gain, and ~3.6x growth in Bitcoin per share since 2020
00:12:47 - Q2 execution: higher Bitcoin holdings, lower debt, larger USD reserves, stronger Bitcoin per share, and active capital management
00:15:03 - Strategy as a net buyer of Bitcoin and net issuer of Digital Credit: 48x more BTC bought than sold and 300x more Digital Credit issued than repurchased
00:18:47 - Returning $STRC to $99–$100 through USD reserves, Bitcoin monetization, repurchases, dividend management, and disciplined issuance
00:24:50 - Bitcoin liquidity: why Strategy’s bitcoin purchases and sales are not material to overall Bitcoin trading volume
00:33:03 - Bitcoin as Digital Capital: website metrics, the 200-week moving average, current headwinds, Bitcoin Dominance, banking adoption, and security coordination
00:44:08 - $STRC as flagship Digital Credit: liquidity, lower volatility, market depth, yield, investor base, path to par, and updated credit metrics
01:05:04 - Equity framework: hurdle rate, breakeven rate, floor rate, market skepticism, $MSTR outperformance, franchise advantages, and Strategy’s long-term ambition

Q&A
01:19:31 - Why Bitcoin-backed borrowing is not currently the preferred path to build USD reserves
01:23:11 - Why Strategy is consolidating around $STRC instead of creating more instruments or selling volatility
01:40:37 - Equitizing, repaying, or refinancing convertible debt
01:43:18 - Covered calls, cash-secured puts, Digital Credit, Bitcoin as money, and marketing products to the 99% outside Bitcoin
01:59:22 - USD reserve minimums and the path to $STRC trading at par
02:00:55 - Amplification, USD/BTC reserve mix, and countercyclical capital management
02:12:04 - Why Strategy does not intend to issue $STRC below par
02:20:34 - Lessons from 2022 and 2026, tokenized securities, Digital Money, and the June 26 $STRC dislocation
02:34:54 - Closing remarks

[Michael Saylor @saylor]

Strategy announces Q2 2026 results:
- Increased $BTC Holdings by 11%
- Reduced Convertible Debt by 18%
- Increased USD Reserve by 12%
- Increased BPS by 5%
https://t.co/2hQp4Rvhji

[Michael Saylor @saylor]

Join us today at 5 PM ET for our Q2 2026 earnings call. We’ll discuss the $BTC outlook, our plans for $MSTR and $STRC, plus a live Q&A with Lyn Alden (@LynAldenContact), Matt Hougan (@Matt_Hougan), Samson Mow (@Excellion), and James Van Straten (@btcjvs).https://t.co/QqVtUM2RJR

[Eric Daugherty @EricLDaugh]

🚨 HOLY CRAP! HUNDREDS of thugs shut down I-75 in Florida for a massive takeover, resulting in Florida Highway Patrol springing into action and engaging on a 140MPH PURSUIT

Cars were blocking every lane and did burnouts

The 140MPH chase resulted in FELONY charges.

Law and order must prevail in Florida!

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: California Democrats are moving to pass a draconian 5% TAX on 200 billionaires' assets statewide, one-time

Straight-up THEFT!

It's so destructive, even GAVIN NEWSOM is terrified it will pass and warns it will harm the economy

They will move to Florida and Texas!

[Eric Daugherty @EricLDaugh]

🚨 NOW: President Trump reveals IRAN BEGGED HIM to call off the strikes, along with other Middle Eastern nations, in favor of an impending deal

"It would've been a MASSIVE ATTACK! Then the allies asked us to call it off, they think THERE'S A DEAL on Hormuz, and will be on nuclear."

"I was asked to by Saudi Arabia, by UAE, by Qatar, and by Iran."

[LP Capital Chi @LPCapitalChi]

Another sign of the 4th Turning: the death of the Bitcoin influencer on Twitter