Some thoughts:
Rotating out of $MSTR isn't conviction, it's contradiction.
Many of these new treasuries are great and quite impressive, but rotating out of $MSTR (576K BTC, $58B, 2.91% of total supply) for a 0.04% or 0.02% stake makes no logical sense.
$MSTR is on the verge of positive earnings with FASB fair value accounting now in effect, potentially leading to inclusion in the s&p 500.
Yes, you can make the btc yield argument. Without scale, liquidity, and reflexive capital, it’s just a number. Eventually, it will be less juicy...especially during slow points or underperformance, because you can’t have the good without the bad. When a company can surpass your entire holdings in a weekly buy, it's irrelevant as time runs its course.
Strategy is sitting on 19.8 BILLION in unrealized gains.
No other company has this engine at scale
dilution fueled $19.8B gains, and IV remains S&P 500’s highest.
some preach “stack sats,” but sell the ultimate BTC accumulator during temporary sideways action.
All of this is under the assumption you're irresponsibly long of course.
Barter became spices. Spices gave way to silver. Then coinage. Then gold. Then paper. Then promises.
With each step, humanity gained convenience—and lost integrity. The scales were tampered with. Diluted. Trust, once earned in trade, was handed to kings… then to bankers… then to bureaucrats.
As Stated,
“There is an infinite amount of cash in the Federal Reserve.”
But Bitcoin… Bitcoin winds back the clock.
It keeps the convenience—instant, global, finite, incorruptible, everlasting.
But removes the rot. No rulers. No printing. No silent theft. No Dilution
It is a return to honest scales and honest weights.
The world is built on debt, distraction, and decay. Four principles are on the uprise to offset this trajectory.
-the Standard
-the courier
-the forge
-the treasury
More is unfolding that meets the eye.
You’re speculating on altcoins to someday buy Bitcoin at a premium? Fascinating. You could simply bypass the noise and own the hardest money ever created today. Skip the circus and literally just buy Bitcoin. There is no second best crypto asset
There are over one hundred paper claims on a single bar of gold. Futures, ETFs, unallocated accounts. A hundred promises chasing the same ounce. When the music stops, only one gets the metal. The rest get nothing.
Fort Knox hasn’t been audited since 1953. The gold standard died in 1971. We’ve trusted paper ever since. But paper burns.
Bitcoin doesn’t.
It’s audited every ten minutes. Publicly. Globally. Without permission. No middlemen. No vaults. Just proof.
Yes, there’s paper bitcoin too. But the ratio is tiny. And unlike gold, you can opt out. You can self-custody. You can verify.
On a Bitcoin standard, every citizen holds their own Fort Knox. Not in a vault, but in their mind. Secured by keys. Audited by the chain. Every block, every time.
We are leaving an inflationary world built on trust and dilution. We are entering a deflationary future built on code and certainty.
Few are ready. Even fewer understand.
Things aren’t more expensive, your money is loosing value is one of the best lessons a Normie needs to learn. Saving in Bitcoin if you started a year ago dca would give u around 20% onto top of what you already planned on “storing” while if you left it sitting in your bank, your loosing 7-10% that’s minimum of a 30% difference and that’s not even bringing strategic purchases into the equation
“It’s too volatile” zoom out….. save harder in the hardest commodity
I don’t believe in Bitcoin nor will I consider buying or holding it. I’ve also done zero research on it and never intend to because I’m lazy and love consumerism.