Republic of Texas

husband/dadda/ultra runner/outdoor enthusiast/chef/oil & gas-petrogonia/SLNH junkie🙌📈💰

[Soluna @SolunaHoldings]

Every market cycle in Bitcoin was a stress test for our infrastructure model.

Compressed margins. Volatile hashprice. Operator consolidation.

We kept the machines running, honored our commitments, and grew the pipeline.

That's the credibility we're bringing to AI.

$SLNH

[Michael Saylor @saylor]

Markets are closed today.
Volatility is never easy.
Bitcoin keeps working.
So do we.
Thank you for your support.

[Republic of Texas @hammock75]

@MikeHoffmann Passive

[Republic of Texas @hammock75]

@vulturetrades Join

[Michael Saylor @saylor]

Against ₿ears, it’s best to use your head.

[Soluna @SolunaHoldings]

In AI infrastructure, power is the product.

Microsoft just made that case with billions spent on new capacity commitments, including 40 gigawatts of new renewable energy capacity contracted across 26 countries.

Soluna has been building on this premise since day one.

$SLNH #RenewableComputing

[Michael Saylor @saylor]

CFTC guidance advances Bitcoin capital markets: 24/7 trading, BTC collateral, perpetual futures, options, and regulated access. Good for $BTC holders, powers the $MSTR engine, and supports the rise of $STRC as Bitcoin-backed Digital Credit.

[RStacker @RaberTrades]

It’s not to late to join the $SLNH discussion group on X 💯

We talk about charts, financials, and daily developments around the name.

https://t.co/tiKlWoYyng

[Republic of Texas @hammock75]

@mikealfred Spurs💪

[Matt Cole @ColeMacro]

Strive acquired an additional 1,109 $BTC for ~$85.4 million at an average cost of ~$76,988 per bitcoin.

STRIVE SNAPSHOT
Bitcoin holdings: 16,500
QTD BTC Yield: 11.0%
YTD BTC Yield: 23.4%
Amplification ratio: 45.2%

$ASST $SATA

[Michael Saylor @saylor]

Strategy has completed the repurchase of $1.5 billion of its 2029 Convertible Notes at an ~8% discount to par, generating an incremental 0.7% BTC Yield and lowering aggregate debt to $6.7 billion. $MSTR $STRC https://t.co/cbx4BlpsKV

[Michael Saylor @saylor]

Some Things Can’t ₿e Unseen

[Michael Saylor @saylor]

Looking forward to Bitcoin Summer. 😎

[Michael Saylor @saylor]

A wide-ranging conversation on Bitcoin, Strategy, volatility, conviction, and why there is no second best. $BTC $MSTR $STRC

[Republic of Texas @hammock75]

@StockOptions888 11 flips

[Wayne Liang @wliang]

We underestimated $SLNH.

Soluna beat EPS... significantly (-$0.24 vs -$0.62). This is the largest EPS beat in $SLNH's history.

Revenue is up significantly as well (~59% YoY). Data hosting revenue more than doubled YoY.

The pivot to renewable powered AI infrastructure is working... the entire thesis is playing out.

Cash position of $86M, much stronger than what bears were worried about.

The one downside? Their net losses increased from overhead growth/G&A expenses.

The company is expected to announce its next earnings report in August, with analysts projecting an EPS of $0.

They're already pricing in the transition from burning cash to operationally sustainable. This is huge.

But what they're building behind the scenes is what's interesting... which'll also catalyze a rally upon fruition.

Kati 2 (350 MW AI campus) is progressing fast in the design stage, while Dorothy 3 (owned outright) development stage is advancing.

Once construction begins, you'll start seeing the valuation gap fill start to happen. We are very early.

Any volatility we see should be extremely short-lived. Might get the perfect opportunity to enter on a pullback...

[Republic of Texas @hammock75]

@ReclaimD1 Run Chris RUN🙌

[Michael Saylor @saylor]

1.8% volatility. 4.35 Sharpe. 11.5% yield. Record date tomorrow. Today is Stretch Day. $STRC

[Strive @Strive]

Strive: The Daily Dividend Company

Investor Update - May 2026

$ASST $SATA

[Republic of Texas @hammock75]

@leshka_eth It’s actually going to break the downtrend. Good luck to you