erichuber

Living in humanity's fastest chapter: AI going vertical, Bitcoin rewriting money, rockets reusable. The impossible becoming ordinary.

[erichuber @erichuber]

@CernBasher Love your stuff, you are a great inspiration.

[erichuber @erichuber]

@BenLevy07117224 @LukeGromen They will not raise taxes and will not cut spending, financial repression seems like the only option left.

[erichuber @erichuber]

@saylor Nice, keep up the good work! 😁

[erichuber @erichuber]

@phongle Makes total sense, Strategy is evolving and getting smarter. Keep cooking, good job Phong!

[erichuber @erichuber]

@BitcoinForCorps @Metaplanet @BitGo This is a replay from the most recent earnings call a few weeks ago.

[erichuber @erichuber]

@StrategyMaxi @Strategy @saylor @phongle It’s hard for it to be short duration money (until it gets widely adopted).

[erichuber @erichuber]

@chcbearsfan So true! 😁

[erichuber @erichuber]

@hamadsalali @BTCoptioneer @saylor @phongle

[erichuber @erichuber]

@hamadsalali @BTCoptioneer A very intelligent take!

[erichuber @erichuber]

@ZombywoofZ @PeterSchiff No, the company can change the dividend rate each month (25 bps, up or down) to try to keep price at par ($100 per share).

[erichuber @erichuber]

@saylor Good job!

[erichuber @erichuber]

@JoshMandell6 @dotkrueger They did two novel things almost at once, debt buyback using reserve and selling of Bitcoin. If they had only sold bitcoin and waited a few weeks before the debt buyback, it’s possible the market would has reacted differently.

[erichuber @erichuber]

@JoshMandell6 @phongle Retiring debt using the cash reserve, AND selling 32 BTC (to inoculate the market) one right after the other may have been illed timed. Two novel actions that spooked investors. Doing them months apart would have been better.

[erichuber @erichuber]

@XRPJanet1 @saylor He sold back in 2022 for tax harvesting purposes, why is everyone so upset now? Let him cook…. 👍

[erichuber @erichuber]

@BTCoptioneer @dotkrueger Ageee that once Bitcoin goes up, everyone will love MSTR, but purchases should be accretive otherwise it destroys value.

[Michael A. Arouet @MichaelAArouet]

Germany spent decades building the world’s industrial powerhouse. Now it’s testing how fast you can dismantle one.

High energy costs, overregulation, overtaxation and investment flight aren’t accidents, they’re policy outcomes.

What needs to happen for Germany to thrive again?

[BTC Optioneer @BTCoptioneer]

For Saylor to become a trillionaire, $MSTR would have to 200x from here.

Bitcoin would need to be at $10,000,000.

[erichuber @erichuber]

@phongle @saylor @Strategy Admiration for what you do 🙏.

[erichuber @erichuber]

@saylor @Strategy Let’s go! 👍

[S Tominaga (Aka Dr Craig Wright) @CsTominaga]

BTC’s systemic relevance does not arise from its technological content. It arises from the financial structures built around it: listed treasury accumulation, ETF redemption flows, collateralised leverage, miner credit, market-maker balance sheets, and correlated non-bank exposures. A sustained BTC price impairment therefore operates less like an isolated asset-price decline and more like a non-bank collateral shock with fire-sale potential.