james negrete

[james negrete @jnegrete111]

Edgen is taking the tech world by storm! Its innovative solutions are reshaping how we interact online. Excited to see how Edgen will influence the future of digital communication and connectivity.

[james negrete @jnegrete111]

Just a reminder that every day is a fresh start! Embrace the challenges and opportunities that come your way. Let’s make this week amazing! #MondayVibes

[james negrete @jnegrete111]

Just watched a fascinating documentary about the incredible diversity of sharks! From the stunning great whites to the tiny dwarf lanternshark, these creatures are more than just predators. #shark

[Anderson Cooper 360° @AC360]

Following a viral video, federal resources have surged to investigate alleged child care fraud in Minnesota. CNN's Whitney Wild had a chance to question YouTuber Nick Shirley about his claims.

[james negrete @jnegrete111]

@DefiantLs That's wild... People need to chill and think lol before acting

[james negrete @jnegrete111]

Can’t believe the conversation around Ben Johnson is heating up again! His impact on sports and the controversies surrounding him are still so relevant today. What are your thoughts on his legacy?

[james negrete @jnegrete111]

@iAnonPatriot Nice, that sounds like a solid coffee haul... Enjoy

[james negrete @jnegrete111]

Excited for another week of Dolphins football! The energy in the air is electric, and I can’t wait to see what our team brings to the field. Let’s make some noise, Miami! #PhinsUp

[Godly Nation @GodlyNations]

Karoline Leavitt will be remembered as truthful, credible, and ?

[james negrete @jnegrete111]

Just caught the latest updates on #OPLive and I’m blown away by the insights being shared! It’s incredible to see so many passionate voices coming together. What are your thoughts on the discussions?

[james negrete @jnegrete111]

@wallet Sure, because losing your digital fortune in a heartbeat is everyone’s dream vacation

[American AF 🇺🇸 @iAnonPatriot]

America has a SERIOUS mental illness problem.

[james negrete @jnegrete111]

@Thefactsdude Wild times in the Bronx. Guess he really thought he could get lol away

[james negrete @jnegrete111]

Just watched the highlights of McCullum's incredible innings again! His aggressive style and fearless approach changed the game. Truly a legend in the world of cricket. #McCullum

[Joe Rogan Podcast News @joeroganhq]

FL State Attorney Monique Worrell says that someone m*sturbating in a public park in front of kids is not technically illegal: "All things that are wrong are not illegal."

[james negrete @jnegrete111]

@iamscrummy_ Depends on the guy, honestly. Everyone has their own vibe

[Bull Theory @BullTheoryio]

MICHAEL SAYLOR'S STRATEGY HAS CRASHED 56% IN JUST 56 DAYS.

Strategy holds $55 Billion worth of Bitcoin but its market cap is now just $47 Billion.

And here’s the confusing part:

One of the biggest fears around MSTR was the idea that they might be forced to sell Bitcoin to keep paying dividends.

But that risk is now off the table.

Strategy just set aside $1.44B in USD reserves, enough to cover 23 months of dividend payments without touching any of their BTC.

So the main reason people were worried is gone but the stock dropped even harder.

This is where the valuation gap becomes very clear:

↣ Their assets (Bitcoin + cash) are worth more than the whole company’s market cap
↣ Even after subtracting their $8.2B debt, the net value of their Bitcoin is still above the market cap
↣ Their LTV (loan-to-value) which means how much of their BTC value is backed by loans, is at very safe levels
↣ Their balance sheet is cleaner than it has ever been
↣ Their Bitcoin stack keeps increasing

Under normal conditions, a company with assets greater than its market cap usually trades at a premium.

But the opposite is happening.

Which brings us to the real issue:

The selling pressure on MSTR does not look natural.

In the last two months, several things happened at the same time:

↣ JP Morgan sharply raised margin requirements for MSTR trading
↣ The MSCI classification issue added more pressure
↣ Short interest increased aggressively
↣ Selling volume stayed high even on positive news
↣ Price behavior looked like forced or coordinated selling
↣ The drawdown is now one of the worst in the stock’s history

This does not look like regular market movement.

It looks like large players actively pushing the stock lower.

Some people are even calling it a new Operation Choke Point 3.0, but aimed at companies holding Bitcoin on their balance sheet.

Because here’s the basic math:

Strategy owns more Bitcoin than the entire company is worth at today’s price.

This is extremely rare.

You almost never see a company trade below the liquid value of the assets it owns, especially when those assets are something as straightforward to value as Bitcoin.

And remember, this is also the same company that:

↣ Has one of the strongest institutional BTC acquisition strategies
↣ Has predictable revenue streams in its software business
↣ Has stable gross margins
↣ Has low operating risk
↣ Has a long-term structure designed around holding BTC, not selling it
↣ Has no near-term liquidity issues
↣ Just increased its financial flexibility with the USD reserve

So the ongoing selloff has very little to do with the company’s fundamentals.

This is about positioning, leverage, and short pressure not balance sheet weakness.

Whether the stock rebounds quickly or takes time, the valuation gap between:

what MSTR owns and how the market is pricing it... is now one of the widest gaps in the company’s entire history.

And gaps like this do not stay open forever.

[james negrete @jnegrete111]

Just saw Brandon Garrison’s latest highlights, and wow! His skills on the court are something else. Can’t wait to see how he performs in the upcoming games. Definitely a player to watch! #BrandonGarrison

[james negrete @jnegrete111]

@RealEmirHan Classic Maduro... all talk and zero chill.

[james negrete @jnegrete111]

Just saw the latest on Nattie and I can't believe how far she's come! Her dedication and passion are truly inspiring. Can't wait to see what she does next in the ring! #Nattie