Melvin®

[Michael Saylor @saylor]

We’re gonna need more charts.

[MartyParty @martypartymusic]

Now is where you make money.

Grow some balls.

Be a warrior.

[Michael Saylor @saylor]

Strategy has increased its USD Reserve by $300 million to $1.4 billion and plans to continue replenishing it to support the credit quality of its Digital Credit securities. We also acquired 520 BTC for $35 million, increasing our $BTC Reserve to ₿847,363. $MSTR $STRC https://t.co/KeJ067fFWs

[Michael Saylor @saylor]

Looks better with more dots.

[Michael Saylor @saylor]

Bitcoiners agree on the 99% that matters. We shouldn’t let the 1% divide us while nearly all global capital has yet to enter Bitcoin’s monetary network. The opportunity is bigger than the argument.

[billboard @billboard]

Howie D Embraces His Puerto Rican Roots in ‘Coqui’: ‘I’ve Held Myself Back, But Now is the Time’
https://t.co/zOSPEFhZNb

[Adam Livingston @AdamBLiv]

🔥THE GREAT STRC CRASH OF 2026 - WILL MSTR SURVIVE?!?🔥

STRC is trading with some VOLATILITY!

I give my thoughts on the current state of STRC, the volatility in the Bitcoin market, and what I think Strategy could do to help rectify the situation.

I also run the math so the low IQ doomer slop death spiral bears can go cower in the corner.

ENJOY:

[Michael Saylor @saylor]

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

[MartyParty @martypartymusic]

*TRUMP on Iran

[Michael Saylor @saylor]

₿uild them a product they’re allowed to buy.

Bitcoin Capitalism — in 2 minutes.

[Strategy @Strategy]

We have 32 years of dividend coverage through our $BTC Reserve.

[Muskonomy @muskonomy]

NEWS: SpaceX will break its own news on X, not on newswires, an SEC filing shows

The company named its X account @SpaceX as an official disclosure channel.

Its investor page at https://t.co/cMAaS410q4 is the other.

SpaceX says it will skip wire services like Business Wire and PR Newswire.

It tells investors to follow @SpaceX for material updates.

[Michael Saylor @saylor]

Bitcoin has already won as Digital Capital.

The next wave is Digital Credit, Digital Money, Digital Yield, and Bitcoin-backed capital markets — products that can bring trillions of dollars of traditional credit and money market capital onto Bitcoin.

My interview with @Cointelegraph at @BTCPrague.

00:57 — Bitcoin in a drawdown: five major pullbacks in six years, stronger fundamentals, and rising dominance
02:23 — Digital Credit: from zero to an $11B+ asset class in 12 months
03:35 — Digital Money: bitcoin-backed yieldcoins and the path from 40 vol to 0 vol
04:31 — The opportunity for 8% yield in dollars, euros, yen, pounds, and francs
06:02 — $300T of credit, $30–50T of money markets, and the $10T opportunity for Bitcoin
07:19 — Why Bitcoin is winning economically, technically, and ethically
08:26 — Quantum computing, FUD, and why bear markets amplify Bitcoin debates
10:37 — AI capital rotation, Bitcoin’s current drawdown, and the path to recovery
11:36 — Six years of Strategy: why I would have moved faster into Digital Credit
12:22 — The ideal Bitcoin Treasury Company: common equity plus STRC-style Digital Credit
14:35 — The 32 BTC sale, the $100M bitcoin buyback, and why capital must back credit
17:02 — Defending the equity, credit, and bitcoin-backed capital structure
19:03 — The tradeoff: buy 200,000 BTC and sell 10,000 BTC — or buy and sell zero
20:15 — “Never sell,” Twitter trolls, and Strategy’s fiduciary obligations
22:06 — Bitcoin per share, long-term accretion, and accumulating through bull and bear markets
22:34 — $21B of equity raised in 16 weeks and ~$10B of bitcoin acquired this year
24:18 — The Strategic Bitcoin Reserve, US leadership, and supportive regulation
27:18 — Digital Credit, bank credit, and Digital Money bringing trillions onto Bitcoin
28:01 — Why Bitcoin can grow organically without central bank support

[Bitcoin Asset Research @stonychambers]

Here’s the reality and wake up call about digital credit.

Digital credit really is the best thing we have going on in Bitcoin.

There is nothing else that is as meaningful right now as the development of digital credit. The numbers do not lie.

Yes, digital credit is very fiat and the AI videos aren’t everyone’s cup of tea. Yes, it is more credit and yield. Yes some building on top of it are using shipcoin rails. And yes, corporate finance and math are hard subjects to wrap one's head around.

We get it.

BUT - what else do we have going on?

Genuinely curious. I invite anyone reading this with an opposing view to make their case. I invite others to tag those with opposing views for them to make their case.

I know about Ark, Bark, Clark, Spark, and the STARKs and SNARKs. I know about Fedimints and Lightning scaling up. I know that Ocean is decentralizing template construction and its been gaining more hash. I know that more node implementations are being adopted and this is great for the network. It’s awesome that there are more solo blocks and Bitaxes running too.

I see Taproot Assets and BTKN and RGB for stablecoins on Bitcoin rails. I also know that several wallets are upgrading with more privacy solutions integrated such as Silent Payments and Payjoin. I know that Square is making BTC easier for merchants.

I am even aware of very niche Bitcoin projects that I am quite sure most Bitcoiners have never even heard of. A way to make the 2-of-2 lightning channels more institutionally friendly by attaching multisigs on either side of the channel. A kind of meta node implementation that codifies and separates the consensus rules from the node implementation. I know of an bitcoin elastic currency protocol that use mints and service-backed redemptions to conduct trade finance in Bitcoin. I know of a non-custodial, BTC backed lending app without margin calls or liquidations.

But I do not think these are a bigger deal than digital credit. In fact, I would even assert that everything I mentioned combined are not even half as impactful as digital credit.

Again, I invite anyone reading this with an opposing view to make their case.

I think these aren't anywhere near digital credit because I can see the numbers and the incentives.

Digital credit has brought a ton of money into Bitcoin. Bringing digital credit to more people brings all their money into Bitcoin. There are now more than a dozen Bitcoin ETFs and so far they've sold billions of dollars in Bitcoin this year. In contrast, digital credit has purchased billions of dollars in Bitcoin this year.

Everyone with money who was going to buy Bitcoin has already bought it, either UTXO or ETF or IOU.

Everyone on earth with a bank account living anywhere has had Binance and Bybit available to them for years. Coinbase is now worldwide. Those who don't have a bank account don't really have enough money anyway to move the needle. It sucks to say it, but it is the truth.

The rest of the money out there hasn't flowed into Bitcoin because Bitcoiners haven't made it attractive enough. No amount of podcast or book or article is gonna help. Someone actually has to go and make Bitcoin attractive to those other people.

And that is digital credit. It is the business model of Strategy and Strive.

[Adam Livingston @AdamBLiv]

THE SATA BITCOIN PRINTER IS ON

13% annual dividends... PAID DAILY

UNLEASH THE BEAST

[MartyParty @martypartymusic]

THE DEAL WITH THE ISLAMIC REPUBLIC OF IRAN IS NOW COMPLETE. CONGRATULATIONS TO ALL! I HEREBY FULLY AUTHORIZE THE TOLL FREE OPENING OF THE STRAIT OF HORMUZ, AND, SIMULTANEOUSLY HEREWITH, AUTHORIZE THE IMMEDIATE REMOVAL OF THE UNITED STATES NAVAL BLOCKADE. SHIPS OF THE WORLD, START YOUR ENGINES. LET THE OIL FLOW!: REALDONALDTRUMP

[Elon Musk @elonmusk]

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[MartyParty @martypartymusic]

*TRUMP on DEAL.

[Michael Saylor @saylor]

Congratulations @ElonMusk and $SPCX on a historic IPO.

Thanks to you, 25% of the Mag8 now holds Bitcoin on the balance sheet.

[Michael Saylor @saylor]

My beliefs: Retweets are notifications, not endorsements. Constructive dialogue leads to better outcomes. Bitcoin is hope and economic empowerment for everyone. Every good-faith effort to strengthen the network should be welcomed.