⚡.hodl

The future is here, it's just not evenly distributed.
Taking part since 2014.
Going Galt since 2021.

[CrowdHealth @JoinCrowdHealth]

It’s our favorite time of year!
It’s time for the:

Quarterly
Quarter
Cow
Contest

One person who retweets and follows CrowdHealth will be eligible for a quarter cow delivered directly to your home by the famous @jakesteaks1
(US only. You do not need to be a CrowdHealth member).

These are grass fed beauties from womb to tomb.

Winner will be announced on 2/09.
Exit the system and join CrowdHealth.

$200/month max for singles <55
$660/month max for family of 4 https://t.co/EHbjXWis0P

[Louis @louishliu]

Massive rally for $MSTR against $BTC.

The last few days signal the bottom. Many capitulated due to "aggressive ATM" and "mNAV decay."

Now that the bull has returned, we should see mNAV expansion, volatility, and leverage from preferred equities.

[ambassador of qwan @ambofqwan]

“How long can $MSTY last?”
I appreciate the transparency of that question l, as it hit at the heart 💛 of a holder’s psyche 🧠

Here’s a real answer grounded in market structure and strategy design.
Here’s the data that matters 👇

🔧 $MSTY exists because:
✅ $MSTR has a deep, liquid options chain
✅ Weekly volatility creates high implied premiums
✅ There’s consistent demand for income-producing tools

📊 For context:
• ~2.6M MSTR options contracts in open interest ~ more than MSFT, nearly half of AAPL
• Open interest relative to market cap is 10× higher than many mega-caps
• Institutional flows are active ~ volume often spikes 3–5× above OI

📈 That’s not just random numbers ~ it’s validation, proof of concept in a big way.
This level of options activity tells us:
• The market is engaged
• Traders are getting paid
• The “Street” can and will make money, so they will ensure liquidity
• Premiums remain rich and accessible

➡️ If you’re holding $MSTY, this data should reinforce your confidence:
You’re using a tool powered by real liquidity, real volatility, and real demand.

As long as:
✅ The options chain stays valuable
✅ The Street can profit from the trades
✅ And $MSTR continues to move ~ IV in there

$MSTY isn’t a fad or a gimmick that will fade away ~ it’s a machine that can generate wins for everyone 🤟
It’s built to thrive.

Now, as for the “end game”?
That’s a personal question.
Some use it for income.
Others reinvest.
Some pair it with $BTC or $MSTR itself.

Your goals define your “end-game.”

🧭 What’s your “end game” with $MSTY?
And would it be helpful if I shared a few of the different approaches I’ve seen people using?

🔷 Ambassador of Qwan
Learn | Earn | Conquer the Future

[Strategy @Strategy]

We're excited to announce that leading Bitcoin analysts will be joining the live Q&amp;A of our Q2 earnings call tomorrow at 5 PM ET: @LynAldenContact, @PrestonPysh, @Excellion, and @PunterJeff.

[ZEUS @ZeusLN]

Some stuff we’ve been cooking up this summer:

- Watchtower support
- Circular rebalance tool
- Peer management
- BOLT 12 withdrawal requests
- Core Lightning routing history
- Clover integration with the ZEUS POS
- Swap recovery keys
- Cashu multi-mint sends

Coming soon. 👨‍🍳☀️

[Samson Mow @Excellion]

Just sayin. ♎️

[Strategy @Strategy]

Strategy reports $14 billion in total Bitcoin fair value appreciation in Q2 2025. $MSTR $STRK $STRF $STRD
https://t.co/LlXlOnE66l

[PUBLORD @publord]

"If you own more MSTR or MSTY than BTC you've missed the entire fckn point of Bitcoin." 😂

[Jeff Walton @PunterJeff]

“If people don’t want to buy the US’s debt… whose debt do they want?”… -@amitisinvesting

The answer: Strategy’s debt: $STRK &amp; $STRF

Better credit quality than any sovereign nation

[Stephen Cole @sthenc]

mood

[nvk @nvk]

Anon, life is about running errands and cooking your own meals

Don't outsource all your errands &amp; cooking, or you end up needing a shaman to help you find the meaning of life &amp; stuff to get back to the basics of doing your own errands and meals

See it all the time.

[⚡.hodl @MDono10]

@TuurDemeester At some point a whole coin will do this in my lifetime, and I am here to support the effort and trades because I will not live to see the completion.
but also embrace the robot stone carving techniques

[Nik Bhatia @timevalueofbtc]

Uncharted waters

[⚡.hodl @MDono10]

@louishliu Cheers for the clear thinking.

[Jeff Walton @PunterJeff]

BTC is 5% from price discovery

$MSTR is:
1. 12% from record close ($473)

2. Consistently bashing ATH market cap & Rank (driving passive flows exponential)

3. Sitting on a $12B Q2 NET INCOME (~$43 EPS) - a "Shock the world figure" to be released in August

4. Poised to get added to S&P 500 at near record valuation.
~0.25% at 80th rank (~$12.5 B) - $116B market cap
~0.50% at 30th rank (~$25 B) - $245B market cap

5. Holding 47% more BTC on Balance Sheet than last ATH (386k to 568k), and accelerating

6. Balance sheet leverage is at record low (13.9%)

7. Credit quality of the preferred equity debt instruments is improving drastically

8. Free capital on balance sheet ($49B) would be the 208th largest US company (right behind Ross dress for less)

9. Trading at a Trailing 12 month P/E Ratio of 9, while $QQQ average is 35

The process of $MSTR & Bitcoin in price discovery at the same time may result in once in a lifetime teleportation.

The market will be FIGHTING about whether a dollar of Bitcoin earnings is the same as a dollar of high overhead, large pubco earnings.

Which would you rather own?... A company pushing out $8M in Earnings per employee, or $800K in Earnings per employee?...

The next 6 months are why I entered this trade all-in in 2022/2023. November $QQQ inclusion was just a teaser.

Get your tickets to the show. Don't get caught in the lobby ordering popcorn when the movie starts.

🟩👆

[Louis @louishliu]

It’s time.

[Tomer Strolight @TomerStrolight]

I used to think eth was pointless.

I still think eth is pointless, but I used to think it was pointless too.

[. @GrassFedBitcoin]

13 of the last 15 OCEAN blocks were miner-made with DATUM.

[Cynthia Lummis 🦬 @CynthiaMLummis]

Show love. Plan for a Made in America Valentines gift.

[Brian Brookshire @btc_overflow]

So tonight, we're panic dumping bitcoin because we're worried about an AI that pumps data straight back to the CCP upsetting American AI dominance.

I don't ask for much, but please stop being retarded.