Dunk

happily married-5 grandchildren - investing workaholic- sprint car enthusiast

[Dunk @dunkdunk22]

😊 Nice

[Matt Cole @ColeMacro]

Strive acquired an additional 444 $BTC for ~$33.9 million at an average cost of ~$76,307 per bitcoin.

STRIVE SNAPSHOT
Bitcoin holdings: 15,000
QTD BTC Yield: 4.3%
YTD BTC Yield: 18.7%
April '26 $SATA Issuance: 584,730 shares
Amplification ratio: 43%

$ASST $SATA

[Dunk @dunkdunk22]

The bears seem to be having trouble keeping bitcoin and the btc treasure reserve company’s down🤔

[Dunk @dunkdunk22]

Interesting 🤔

[Zaid 🟧 @zaidlikesmstr]

@saylor $MSTR back in action 👏🏼

[Dunk @dunkdunk22]

They are going to get there on my birthday in august

[The ₿itcoin Therapist @TheBTCTherapist]

Will Michael Saylor get 1M Bitcoin by the end of 2026?

Strategy needs 184,939 more BTC to get to 1 million.

This is roughly 743 more BTC/day needed for the rest of the year.

This year, Saylor and team have been buying ~ 1229 BTC/day.

At this rate they get there by Sept 24th.

[Dunk @dunkdunk22]

@its_The_Dr Hoss

[Dunk @dunkdunk22]

@pete_rizzo_ Well it’s about time

[Michael Saylor @saylor]

The ₿eat Goes On.

[BTC Optioneer @BTCoptioneer]

The market is telling you that $ASST has higher upside than $MSTR.

MSTR mNAV 1.25x
ASST mNAV 1.33x

Higher premium = higher anticipated BTC yield.

Listen to the market.

[True North Clips @Truenorthclips]

$MSTR holds more bitcoin than will ever be mined again.

$MSTR owns 800,000+ bitcoin.

By the 2028 halving there will only be 800,000 bitcoin:native left to mine.

Not for this cycle.

Until the year 2140.

One company. One asset. Bigger than all future mining combined.

Let that sink in.
@MasonFoard

[100% Strategy @StrategyMaxi]

I'm not satisfied until we hit $10,000 per share. $MSTR

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: A Grayscale research report calls $STRC & $SATA CCC-rated directional $BTC bets - says covered calls can yield more.

Strive CEO Matt Cole fires back: they whiffed. Digital credit is low vol and high liquidity that justifies high yield.

The debate is on. 🟠

[Micro2Macr0 @Micro2Macr0]

Who's been along for the ride?

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: $BSTR CIO Sean Bill says it will be the 2nd-largest bitcoin treasury when they go public in June.

"There will be one or two large winners."

"We're actively managing BTC as an asset like Berkshire Hathaway uses stocks and bonds to grow their business."

The race is on🚀

[The Bitcoin Historian @pete_rizzo_]

JUST IN: STRATEGY CEO JUST SAID $STRC WILL DISRUPT THE $150 TRILLION FIXED INCOME MARKET

EVERY BOOMER MILLIONAIRE IS ONLY "MAKING 3%"

NOW THEY CAN GET 11% ANNUALLY WITH #BITCOIN

THIS IS NOT PRICED IN 🚀

[BTC Optioneer @BTCoptioneer]

$ASST can easily hit $150+ under the following conditions:
- Bitcoin $200K
- Sats per share double
- mNAV 2.5x

$25 $ASST calls expiring Jan 2028 would 20x in this scenario.

Gotta love the asymmetry.

[Dunk @dunkdunk22]

@saylor @Voyager21M @LaDoger I love it

[Zynx @ZynxBTC]

Looks like $ASST will be the fastest horse.

Who knew that the purest form of leveraged Bitcoin exposure with amplification at 41.2% would be a winner?

EV mNAV has expanded to 1.4 with Bitcoin at $79k.

Imagine what happens at $100k.

[BTC Optioneer @BTCoptioneer]

@DustinHuntwn $99 $ASST is very possible much sooner than people realize.

[Mark Harvey @thepowerfulHRV]

$ASST $36 price target