Ducatibrian

[Ducatibrian @ducatibrian]

@BigCheds Was just added to RH
Now I see why 💀

[Matt Cole @ColeMacro]

Tomorrow, @Strive will ring the opening bell at @Nasdaq to commemorate $SATA, the first security in history to pay daily dividends.

Until then, turn the volume up.

The Daily Dividend Remix.

[zerohedge @zerohedge]

*SCHWAB CEO SAYS CRYPTO TRADING LAUNCHED TO CUSTOMERS THIS WEEK

[Lucky Chart Ape @luckychartape]

Fun fact. If all you did was take two trades like this per week with a 35% win-rate, risking 1%, you would be among the top performing traders alive on a yearly basis.

📋More fun facts
- You would turn $10,000 into $10,000,000+ in 10 year.
- You would have a 95% chance of losing every trade you take for a month straight each year.

And the reality is, if this was ALL I did in the LATF each week, 95% of people would quit and call it a scam.

Most people are so far detached from the reality of trading that they could be trading as one of the most performant traders in history, and think they are a loser.

[Jeff Walton @PunterJeff]

👀

[Jesse Myers @Croesus_BTC]

The market is rewarding responsible leverage for Bitcoin treasury companies.

- Strive has 41% amplification and trades at a 1.33x mNAV.
- Strategy has 33% amplification and trades at a 1.27x mNAV.

Just over a month ago @smarterwebuk had ~0% leverage and traded at ~0.7x mNAV. Since then, we've added 10.5% leverage and now trade around ~1.0x mNAV.

We believe the market is saying that investors want responsible leverage from Bitcoin treasury companies. This can be achieved via traditional leverage to a certain point, and beyond via preferred equity structures (which remove liquidation risk from the equation).

The math is simple but perhaps not well understood.

Let's take the example of 40% amplification. A BTCTC issues obligations, uses the proceeds to buy BTC, and at Day 0... Net Asset Value is unchanged (because newly acquired Bitcoin assets are offset by obligations).

But then if Bitcoin increases 100% in value... what happens?

The fiat obligations remain flat. But the Bitcoin assets have doubled in value. In other words, it now only takes half of the BTC acquired via obligation issuance to cover those obligations. The remaining half? Well that value accrues to equity holders.

40% amplification has shrunk to 20% amplification. Meanwhile, equity holders have increased their NET Bitcoin-per-share by 33%.

That's the potential of levered Bitcoin upside. (And this doesn't factor in the potential to increase Bitcoin per share via accretive equity issuance in parallel, or the impact of re-balancing amplification to repeat the process. Example also ignores cost of capital.)

So when I see Strive trading at 1.33x mNAV with 41% amplification, I think the market is being rational (if not conservative) by pricing in an expectation of Bitcoin increasing in value by 100% and Strive's existing amplification playing out. Anything more is bonus.

At the end of the day, a Bitcoin treasury company represents a vehicle with access to lower cost of capital and more attractive financing terms than individuals can obtain. And the market seems to be rewarding the companies that lean into that potential.

[Ducatibrian @ducatibrian]

@TomSuchorski @hillery_dan Hedge fund algo arbing at scale for both SATA and STRC not retail

[Adam Livingston @AdamBLiv]

Michael Saylor is TAKING OVER the WORLD right now and everyone is ASLEEP.

$STRC just did almost HALF A BILLION DOLLARS of trading volume in one day.

If Strategy captured 80% of that volume like they did last month, that is $397.28M of capital.

At $80,000 per Bitcoin, that is 4,966 BTC potentially added to the balance sheet in ONE trading day.

To understand how insane this is:

Hundreds of S&P 500 companies do not make $397M in profit in an entire quarter.

They need 90 days of sales, payroll, inventory, debt, HR, conference calls, and corporate hostage videos to produce less profit than Strategy can potentially raise through one preferred security in one 6.5 hour market session.

Starbucks does an average of $342 million of profit per QUARTER.

Dollar Tree does $321 million of profit per QUARTER.

So if Strategy can plausibly raise or deploy around $300M to $400M in a single trading day through STRC, you are comparing one preferred-security capital-raising day to the average quarterly profit engine of dozens of S&P 500 companies.

That is OBSCENE scale.

And Strategy can convert that capital into Bitcoin.

The hardest asset on Earth.

The bears are still talking about mNAV while Saylor is building a capital machine that can inhale quarterly-profit-sized chunks of the S&P 500 before dinner.

Probably nothing.

[Matt Cole @ColeMacro]

$SATA Updates:
- First security in history to pay daily dividends
- Beginning 6/16/26, pays on business days, ~250x per year
- APR maintained at 13% through June '26

@Strive now holds 15,009 Bitcoin (~$1.2B) with zero debt & $ASST is the only BTCTC w/ pref only amplification.

[Ducatibrian @ducatibrian]

@ShardiB2 @SignaTrading In like Flynn 😃

[Ducatibrian @ducatibrian]

Just joined Signa as a Early Adopter — 45+ AI agents, one verdict. https://t.co/8xHB2XBLXM

[Ducatibrian @ducatibrian]

@gnarleyjs Love to see it 👏

[Michael Saylor @saylor]

BPS is EPS on the Bitcoin Standard. $MSTR

[Ducatibrian @ducatibrian]

@ShardiB2 Just waiting in that one pager memo 📋
That the war is over then 💥

[Michael Saylor @saylor]

$BTC capital gains fund $STRC credit dividends.

[Ducatibrian @ducatibrian]

@ShardiB2 💪 go grannies!!

[Michael Saylor @saylor]

How often would you prefer to be paid dividends?

[BTC-ambassador @BTC2mby24]

@thepowerfulHRV The only way ASST becomes big is if people view ASST and MSTR as a couple.

They will want both SATA and STRC to recieve weekly payements.

[Dan Hillery @hillery_dan]

Bitcoin's Bear Market is Over
$STRC - The New Bitcoin Existential Risk Rate

STRC/MSTR Volume - STRC's Real Growth Rate

$16B-$40B of STRC Capacity with no MSTR Issuance

Cost of Production Power Law supports $100B's of STRC issuance - MSTR ATM was FRONT LOADED

It's now a waiting game since $STRC is selling itself.

[Ducatibrian @ducatibrian]

@ShortSeller No silly views. Only a different perspective from personal life experiences framing your viewpoint.

People can be really polarizing about a particular situation or view is all.