Me fully exposed to the only asset on the entire planet that hasn’t gone up in the last year.
Down 50% from ATH.
Still stacking sats like a maniac.
You wouldn’t get it.
The $MSTR mission creep I always said would come.
Even though Strategy doesn’t need the money, it is conditioning investors to believe that selling Bitcoin to fund dividends and yield is a normal part of the new Strategy playbook.
The result is a structure that normalizes Bitcoin distribution back into the market whenever cash flow is needed to support dividends and yield.
In effect, they’re building the infrastructure for short-term Bitcoin price management while training investors to view it as prudent capital allocation.
A gift to the Financial Industrial Complex.
Bitcoin was designed to separate money from the financial system.
The FIC wants Bitcoin integrated into the same system of custodians, leverage, yield products, and paper claims that dominate traditional finance.
Strategy accelerates that transition by making Bitcoin sales, dividend policies, and yield engineering part of the accepted model.
It is what it is.
Bitcoin can be used by anybody.
But Bitcoin in self-custody is the resistance.
In the long run, the FIC doesn’t want you to own Bitcoin. It wants to custody your Bitcoin, tokenize your Bitcoin, lend your Bitcoin, and issue paper claims against your Bitcoin.
The goal is simple: keep you a paper-Bitcoin slave while they accumulate the real asset instead of you.
Not your keys.
Not your Bitcoin.
Saylor / Strategy selling a few raspberries isn’t causing bitcoin to crash. The reality is that there is a massive parabolic spike in AI-related equities that is vacuuming up all excess liquidity, multiples of bitcoin’s market cap. On top of that, labor market is healthy and energy prices are up, so sentiment for dovish rate cuts is nowhere to be found. Bitcoin’s fundamentals have never been better even if the macro environment isn’t doing it any favors.
@jain_harshit This has never happened to me unless i told Claude i was going to bed. If you stay in the same chat it’ll always think you’re going to bed now.