h

Freedom to fail;)

[Chamath Palihapitiya @chamath]

https://t.co/HbcCV7MawQ

[h @henrydshwartz]

@Mr_Derivatives $fig

[h @henrydshwartz]

@blknoiz06 You don’t “know” this

[h @henrydshwartz]

Ouch 🤔

[Michael Saylor @saylor]

Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj

[h @henrydshwartz]

@cousincrypt0 Free t matters more tho

[h @henrydshwartz]

If you need a reason to be optimistic about the future just listen to @CathieDWood big ideas

[mon @moninvestor]

The world is heading into a massive mineral shortage.

By 2035, we're facing critical deficits in the minerals that power everything:

Copper: 33% deficit
Lithium: 38% deficit
Nickel: 19% deficit
Cobalt: 14% deficit

Why this is happening:
- Every electric vehicle needs 6x more minerals than a gas car.

- Every solar panel, wind turbine, and data center requires massive amounts of copper.

It takes an average of 16 years to bring a new mine from discovery to production. To stabilize copper alone, we need the equivalent of three new "tier-one" mines opening every year for the next three decades. For lithium? We need at least 30 new mines by 2030.

We're nowhere close.

The companies that control these minerals are sitting on assets the world desperately needs, and supply simply can’t keep up with demand.

I believe the bull market in critical minerals is only getting started.

I’ll be beginning my research in this sector next month.

[h @henrydshwartz]

He f’ed around and found out 🤣🤣#secofwar

[h @henrydshwartz]

@TrendSpider Stfu

[h @henrydshwartz]

$rivn next years $hood 👀🤔

[h @henrydshwartz]

@RentYourStocks I have the same issues with them

[h @henrydshwartz]

@saylor @LaDoger Orange tie more like orange jumpsuit lol

[h @henrydshwartz]

Hmm Morgan Stanley downgraded just 4 days ago you don’t say 🤔

[Hamid @hamids]

Needham analyst, Chris Pierce, has raised his $RIVN target from $14 to $23!

[h @henrydshwartz]

@APompliano Hire me. Any position I’ll learn it No salary needed for the first 2 months

[h @henrydshwartz]

@zobeir Please sir I ran out today

[@jason @Jason]

MSTR gets more convoluted by the day… now they’re creating a dollar reserve… to backstop the payments due from the convertible debt… that’s backstopped by the bitcoin in the public entity… Do I have that right @grok?!

Remember my rules/does mstr break any?

1. If it’s too good to be true, it isn’t 🚩
2. If you can’t explain it to a 12 year old… 🚩
3. If they don’t have an audit or can’t explain basic facts 🚩
4. If they attack critics instead of answering their questions 🚩

[h @henrydshwartz]

🤔

[Shanaka Anslem Perera ⚡ @shanaka86]

THE IMPOSSIBLE JUST HAPPENED

The world’s largest corporate Bitcoin holder is now worth less than its Bitcoin.

Stop and read that again.

Strategy holds 650,000 Bitcoin. Worth $55.9 billion today.

Its market cap: $45.7 billion.

Wall Street is valuing the company at negative $10.2 billion.

This is not a drill. This is the first sustained NAV inversion since the model began. The machine that accumulated 3.1% of all Bitcoin that will ever exist is now priced as if the Bitcoin itself is worthless.

Here is what they are hiding from you.

The company just created a $1.44 billion emergency cash reserve to pay dividends. For the first time in five years, the CEO admitted Bitcoin sales are possible as a “last resort.”

The stock has collapsed 57% since October 6. The premium that funded every purchase has evaporated. The reflexive flywheel that turned $250 million into a $56 billion treasury has reversed into a vortex.

In 44 days, MSCI will decide whether to expel Strategy from global stock indices. JPMorgan estimates $8.8 billion in forced selling if exclusion proceeds.

The math is merciless. $8.2 billion in debt. $7.8 billion in preferred stock. $16 billion in total obligations against a $45.7 billion shell.

At $74,436 average cost, the company sits 15% above break even. One sustained drop erases every gain since 2020.

This is not about one company. This is about whether corporations can hold sound money without being destroyed by the very system they sought to escape.

The largest experiment in corporate Bitcoin adoption is breaking in real time.

January 15, 2026.

Mark the date.

The reckoning has begun.

[h @henrydshwartz]

🤡🤡

[Michael Saylor @saylor]

$MSTR announces the formation of a $1.44 billion USD Reserve and an increase in its BTC Reserve to 650,000 $BTC.

[h @henrydshwartz]

@ZynxBTC He’s good at selling the product but how is this possible when there’s no demand for this risk ?

[h @henrydshwartz]

The truth to these memes are spot on lol

[Financelot @FinanceLancelot]

Michael Saylor issued $STRE on Nov 7th for 12.5%

So now preferred equity is "FCKED"

Unbelievable... $BTC $MSTR 🤣