oKevnn

[oKevnn @oKevnn]

Right direction!

[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

[Dominik Tarczyński MEP @D_Tarczynski]

See you in court, loser!

[` @blvkray]

🇳🇴 Erling Haaland: “Do you want my shirt? You were pulling it around all game.”

🇮🇹 Francesco Acerbi: “Can I have two?”

🇳🇴 Erling Haaland: “🤬”

[Piers Morgan @piersmorgan]

BREAKING: President Trump confirms Keir Starmer is resigning as Prime Minister… before Starmer has confirmed it himself. The final humiliation.

[BTC Teacher @BitcoinTeacher_]

@BTCoptioneer Ai dance video

[Adam Back @adam3us]

stop being retarded, fellow bitcoiners.

AI conspiracy confirmation slop is rotting your brains.

bitcoin development is robust, it doesn't need your "help".

fighting to erode or override IETF-like consensus process is a BAD IDEA, and will be forcefully rejected by the market.

[Signal Not Noise @_SignalNotNoise]

What? 🤣🤣

[Fred Krueger @dotkrueger]

MSTR has 32 Billion in net cash.
(54B BTC+Cash, 22B Debt+Prefs)

If BTC goes back to 120 the number is 104 Billion
(128B BC+Cash, 22B Debt+Prefs)

There are <10 companies with 100B in net cash.
The entire problem is solved by. BTC appreciation.

In the interim, they increase dividend to a max of 18%. which they can handle for a few years, and pay it while they wait for ATH

[oKevnn @oKevnn]

This should be a no-brainer. And although I think Saylor wants to see STRC succeed, he’s been really clear in that the dividends can be stopped whenever they want at their discretion. For instance in a multi-year drawdown or similar stress scenario…

[kevin😴 @kevinlhr88]

$STRC The mistake was using the cash buffer to retire the converts.

Retiring the converts is credit-neutral, you’re simply replacing a liability with an asset.

But $STRC holders care more about the cash buffer than the Bitcoin backing.

[Sam E. Antar @SamAntar]

If Elon Musk decided “enough is enough” and shut down Tesla, SpaceX, and Starlink, politicians would discover pretty quickly that jobs, innovation, and tax revenue don’t come from press releases. They come from businesses that employ people, build things, and take risks. Kill the goose, and eventually you run out of eggs.

[mert @mert]

"we couldn't do anything useful for citizens in my 14 years of office allocating 60 trillion USD. but if we can just steal from the rocket science electric car guy, then we can solve all your problems."

[Bitcoin Asset Research @stonychambers]

Isn't it interesting that Lyn Alden's questions on the @Strategy earnings calls have always been the most thoughtful and prescient questions?

1. The first call Lyn was on, we were near BTC ATH and she asked about bear market survival.

Result: The bear market happened and the company was in survival mode.

2. The second call Lyn was on, $STRC was doing great and at par and she asked about whether the company was monitoring the leverage on top of STRC.

Today: STRC is down 14% from par. Due to what was very likely a major liquidation event thanks to the leverage on top of STRC.
--

Conclusion: Lyn should be invited every quarter and we should be proactive listeners.

[Cassandra Unchained @michaeljburry]

A stock falls from 100 to 10. That's a 90% decline.

The investor buys in at 10 because it is indeed worth 30.

But it has fallen so much it has become detached from the underlying business and so falls to 5.. The value investor is down 50%.

Which isn't as bad as 90%, but is still 50 effing percent.

The value investor could have sold at 8, and limited the loss.

10 years later the stock is at $30. While said nvestor gies to medical school and finsihes residency to become a surgeon.

That's a six times return in 10 years. About 20% per year.

Wait, is it not only a triple?

No, because the investor could have sold at 5 like just about everyone else did, but did not.

What I describe here is almost exactly WBD. And it didn't take 10 years, because it usually doesn't.

[Joe Rogan Podcast News @joeroganhq]

Trump: "Nancy Pelosi has a little problem because her husband sold Visa stock one day before it was announced Visa is being sued by the Department of Justice."

[Brilyn Hollyhand @BrilynHollyhand]

I know how Elon Musk became a trillionaire. I don't know how Nancy Pelosi, Bernie Sanders, and Elizabeth Warren became millionaires...

[Katerina Janouch @katjanouch]

Annika Strandhäll hälsar att detta bara är "högerextrem" propaganda... #svpol #migpol

[oKevnn @oKevnn]

????

[BTC Optioneer @BTCoptioneer]

" $MSTR will stop paying the $STRC dividends."

This is one of the most common arguments I hear from the bears.

In reality, there is no reason for the dividends to be suspended.

Strategy has 7 months of cash reserves and 31 years of BTC reserves.

There is simply no reason to stop paying the dividends anytime soon.

[Susanna Silfverskiöld @susannasilfver]

Nytt vallöfte från Moderaterna: Sänkt skatt för alla som jobbar, med upp till 1000 kr i månaden.

Ställ nu detta mot Magdalena Anderssons sida som vill höja skatten för dem som arbetar – för att höja bidragen för dem som inte arbetar. Vänstergänget vet inte vad rättvisa är.

[Global Dissident @GlobalDiss]

🚨🇺🇸🇪🇺 JD Vance SLAMS Ursula von der Leyen

She pushes online censorship, even jail penalties.

Vance pushes back: FREE SPEECH is NOT NEGOTIABLE.

Her reaction says more than words ever could.

[Paul Weston @PWestoff]

Dear @CollegeofPolice might one ask why you are tracking me?