MonSTeR

Not Financial Advice. Purely entertainment. My opinion(s) only. Chaos theorist. Lean into the FUD.

[MonSTeR @MSTRStrategy]

LBE’s will need to surpass 10k Bitcoin Hodl to help them survive the next Bear market.

The next hurdle will be 50k Hodl for them to be a significant player.

>100k Hodl will be their ultimate hurdle for Legacy🔥🫡
$BTC $MSTR $MTPLF $TSWCF $MSTY

[BitStrategy @BitStrategy21]

We live for this.

[MonSTeR @MSTRStrategy]

@marc02200 Happy Thursday Marc!❤️✊🟠

Please tell me you’re a $MSTR shareholder by now🙏

[MonSTeR @MSTRStrategy]

@JoshuaDHCM @HodlFlorida Perhaps!🤣😉❤️

[MonSTeR @MSTRStrategy]

Saylor buys the tops!

Saylor sells the bottoms!

How the F@ck did he/Strategy end up with even MOAR Bitcoin?!

Stop whining and sell us your $MSTR and $BTC 🤣

2034✊🟠
$STRC

[Grain of Salt @Z06Z07]

I’m on! https://t.co/k2eC9UBFF8

[MonSTeR @MSTRStrategy]

@monster_models @SKIPPER_BTCMSTR @saylor @AAStack @TerriTortuguero @zaidlikesmstr @Strategy @williamwallets8 @TheBTCKnight @MSTR_Today @AdamBLiv Gm Brother!❤️✊🟠

[Michael Saylor @saylor]

@TNorth Interesting discussion of Digital Capital, Digital Equity, Digital Credit, and Digital Money with some excellent insights by @PunterJeff and @AdamBLiv.

[MonSTeR @MSTRStrategy]

@SKIPPER_BTCMSTR @saylor @AAStack @TerriTortuguero @zaidlikesmstr @Strategy @monster_models @williamwallets8 @TheBTCKnight @MSTR_Today @AdamBLiv Skipper leads the Way!❤️✊🟠

[SKIPPER | ₿+$MSTR=MAXI @SKIPPER_BTCMSTR]

@saylor Chase shiny objects or go shopping for the MONSTER on discount… 🫡 🟠 🔥

[Jeff Walton @PunterJeff]

The most important final regulatory hurdle for Bitcoin is Basel risk weightings.

If this changes, the door to rating agencies & institutional capital holding BTC gets kicked open.

[MonSTeR @MSTRStrategy]

@AAStack Happy Thursday Brother❤️✊🟠

The real Bulls burned their ships long ago🫡

[Jeff Park @dgt10011]

I don’t think Bitcoin is selling off because of MSTR

I think it’s being tapped to fund the market’s upcoming hot ball of money trades: SpaceX, Anthropic, whatever else everyone suddenly “has to own”

This means in the future, the correlation breakdown will itself become the fuel

[BitStrategy @BitStrategy21]

Distribution via social media has been a cornerstone of the Bitcoin Strategy.

Strategy have been open about this.

At 5M followers Saylor’s X account is formidable.

Combine this with a network of other high tier accounts, and you have a veritable distribution machine.

There is next to no marginal cost to send a post.

Given the easy access to listed securities for retail investors, each post from Saylor probably converts directly into purchases of MSTR, STRC, or whatever other ticker he decides to post.

Same with each television appearance, etc.

The retail investor % on STRC supports this theory of Digital Credit distribution.

Social media is the primary mechanism to sell securities.

Our advantage in distribution is critical for us in maintaining our leading position in the industry.

When Strategy posts about other securities they are directly diverting capital flows from their own products, to these other securities.

There are finite investment flows each trading day.

What Saylor chooses to promote has an enormous impact on market outcomes.

Think what would happen to a smaller treasury company if Saylor chose to regularly post about it.

Think what happens to companies he chooses to ignore.

$MSTR $STRC

[Brian Brookshire @btc_overflow]

The mental part of the bitcoin bear market is not looking for every dip to V-bottom straight back to ATHs.

Historically it takes about a year from the high for bitcoin to reset and begin a durable new bull market. Which has also created the best opportunities for stacking.

[MonSTeR @MSTRStrategy]

@BitcoinBazooka Happy Thursday Brother!❤️✊🟠

Hope your day is going well.

More sales this morning.

[MonSTeR @MSTRStrategy]

Grinding back to Par✊🟠
$SATA $ASST $BTC $MSTR $STRC

[MonSTeR @MSTRStrategy]

Still here?❤️✊🟠
$BTC $MSTR $STRC

[MonSTeR @MSTRStrategy]

The bear market tests the Faithful and exposes the liars!🇯🇵🇺🇸🟠
$3350 $MPJPY $BTC $MSTR

[Michael Saylor @saylor]

Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.

[Bobby Tierney @chcbearsfan]

Housekeeping: I've renamed a metric

"Drag" is now "Senior Claims %" (Claims % for short)

The number never changed. It's still net senior claims over total BTC. But "drag" implied a feeling and a direction the metric was never meant to carry

It's just the share of the stack that sits ahead of common equity. So it should say that

When the term is the problem, fix the term