Jewels

[Jewels @numbthumbs_]

If I could do it all over again, I would just buy #Bitcoin

[Theo - t3.gg @theo]

I would like to thank OpenAI for putting out a model exactly good enough to force Anthropic to keep bundling Fable in the Claude Code plan

[Simon Gerovich @gerovich]

Siiibo証券の皆さんをメタプラネットグループにお迎えします。7月13日、「メタプラネット証券」として新たなスタートを切ります。

チームが築き上げてきた証券ビジネスの基盤と信頼。そこにメタプラネットのバランスシートと知見が加わります。力を合わせて、日本の投資家の皆さまにこれまでにないインカム型商品をお届けしていきます。

ビットコインを中核とする金融エコシステムの構築へ、次の一歩です。

[Ragnar @RoaringRagnar]

Metaplanet generated $10.95 million in revenues from their income generation in Q2 and purchased 2,823 Bitcoin.

They are now 515 BTC away from being the 2nd largest public company holding Bitcoin.

YTD BTC Yield is at 6.6%, which is pretty decent, considering the bear market and their lack of prefs.

Don‘t write off Metaplanet just yet.

They will come back with a vengeance, once Bitcoin sentiment recovers.

Bookmark it.

[Simon Gerovich @gerovich]

Metaplanet acquired an additional 2,823 BTC in Q2. Total holdings: 43,000 BTC. Still climbing. Never stopping.

[Michael Saylor @saylor]

Volatility tests every capital structure. Strategy remains focused on Bitcoin, disciplined capital allocation, credit quality, and long-term value creation. We appreciate our investors and will continue to execute with transparency and resolve. $MSTR

[Jewels @numbthumbs_]

@zarqXBT “They sit on Amazon forever and sell while you sleep.” - You have clearly never used Amazon FBA. Amazon charges you for products which sit on their shelves, so if they don't sell, you pay them a monthly fee. There is only one winner with Amazon FBA, and that is Amazon.

[Ben Werkman @Werkman]

Today, the very first daily dividend has been paid.

Tomorrow, the second.

A historic day for @Strive and $SATA.

$SATA

[Jeff Walton @PunterJeff]

$SATA Closed at $100.01

$77 million in volume

Probably nothing

The Daily Dividend Company ™️

[Michael Saylor @saylor]

Strategy has acquired 1,587 BTC for $100 million to increase our $BTC Reserve to ₿846,842. We have also increased our USD Reserve by $100 million to $1.1 billion. $MSTR $STRC https://t.co/27PYXJN7GD

[Simon Gerovich @gerovich]

We are pleased to announce that Metaplanet has entered into an agreement to acquire 100% of Siiibo Securities, a licensed Type I securities firm and a pioneer of Japan's online corporate bond market. Following closing, expected in July, the company will be renamed Metaplanet Securities. This is Metaplanet's first major acquisition and the first concrete step in Project Nova, our long-term strategy to build a Bitcoin-centric financial ecosystem in Japan.

The significance is hard to overstate. Japanese households hold roughly $7.4 trillion in cash, deposits and low-yield products, and as Japan shifts from deflation to inflation, that capital has begun searching for yield. By bringing Siiibo's Type I registration and online securities platform into the group, we will develop and distribute Bitcoin-related yield products directly to Japanese investors, supported by the 40,177 BTC on our balance sheet, the largest corporate Bitcoin treasury in Asia.

We have great respect for Kazuki Komura and the team at Siiibo Securities and what they have built. Together, as Metaplanet Securities, we will bring new yield opportunities to Japan.

[Michael Saylor @saylor]

$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR

[Michael Saylor @saylor]

Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H

[Michael Saylor @saylor]

A good time to add more dots.

[Jewels @numbthumbs_]

@WazzCrypto Defi protocols hold ~3%, easy to verify this. Almost as if you are spreading misinformation on purpose? 🤔

[Grain of Salt @GrainofSaltSF]

It’s not a stretch to think that @Strategy sells enough high cost Bitcoin every month and quarterly to cover the dividends on Prefs AND buys Bitcoin for a net gain of 10%+ ₿PS and booking tax loss carry forwards.
$STRC $MSTR

[Jeff Walton @PunterJeff]

Strive team hit the BTC order book hard last week

Largest non-IPO single week buy in company history

Eclipses the prior record we set two weeks ago

19,000 total BTC and picking up steam.

[Ragnar @RoaringRagnar]

Being incorporated in Delaware is a real disadvantage for Strategy.

Delaware law requires a shareholder vote to change their dividend payout frequency.

Which is why they have to hustle to get to 50% of the votes.

Strive were able to implement daily dividends with no shareholder vote, because they are incorporated in Nevada.

Both SpaceX and Tesla used to be in Delaware.

But after the nasty Tesla shareholder lawsuits where they voided Elon's $50 billion pay package (that he rightfully earned), Elon moved both companies to Texas.

Delaware is on a visible trajectory towards being more and more unfriendly and adversarial.

Strategy should seriously consider moving to a more business/freemdom friendly state, like Texas or Nevada.

Reposts/quotes/likes are highly appreciated to increase the likelihood thtat the Strategy team sees this.

@saylor @phongle @ColeMacro @PunterJeff @Werkman @CernBasher @ZynxBTC @AdamBLiv @adam3us

[STRC.live @STRC_live]

SATA just absorbed 101% of today's Bitcoin mining supply

453 BTC — every coin mined today, plus 3 pulled from HODLers

First full absorption day since May 14

https://t.co/lVNalzUMK3

[Jeff Walton @PunterJeff]

Strive now holds 16,500 BTC
Balance sheet ATH ~ $1.27B
Now 7th largest publicly traded BTC balance.

Passed $RIOT ✅
Passed $COIN ✅

Largest non-IPO / transaction related BTC buy in company history.

Accelerate

[Ben Werkman @Werkman]

It was a busy week at @Strive last week! In the 4 days from our prior reporting we captured ~61.6% of the daily natural supply of Bitcoin. With these purchases, we have now passed RIOT and Coinbase to become the 7th largest pubco holder of Bitcoin.