Patrick Salvation

[Patrick Salvation @Patricksaltr]

@StalwartSt @GoingParabolic $BTC lows are trending towards the last cycle tops. Intra cycle drawdown is less each cycle. 86%, 83%, 77%, and 52% for the current cycle.
Perhaps it will drop down to 65%? Or perhaps 52% is low enough considering many are in the green now.

[Eclipse 🌖 @ECLresearch]

The premise conflates ordinary public surveillance with AI data center ops, but the security infrastructure ROI data from 2025-2026 actually shows a drop in violent crime correlation, not a control narrative. Which specific AI data center linked to surveillance are you referencing?

[Chaotic Good @_ChaoticGood42]

@ABridgen Those cameras link to law enforcement and cloud storage.

Are we just blaming everything bad on data centers now? Is that what we’re doing?

Because I heard one data center in Los lunes drained the entire Rio grande! 🤣🤣🤣🤣

[Philly Dave @SoPhillyDave1]

@ABridgen lies...https://t.co/WhS4hWaSm9

[Techno Optimus Prime @WittenBippens]

@ABridgen This message brought to you by: China

[BitcoinTreasuries.NET @BTCtreasuries]

BREAKING: Strive $SATA just obliterated its previous record - raising enough capital to buy an estimated 2,624 #Bitcoin in a single week!

That would be 16% of their reported stack - the equivalent of Strategy buying 134,180 BTC in a week.

THIS IS ABSOLUTELY WILD 🔥🔥

[Patrick Salvation @Patricksaltr]

@systemic_whisk @CarlBMenger Do you mean the 6% who are sensors instead of intuitive?
Maybe some bad questions? As it's subjective & obviously not a scientific experiment. (it's impossible to control all variables)
But even with a margin of error, 94% of #Bitcoiners being visionaries does say.. something.

[Dr. Dawn Michael @DawnsMission]

Nature just dropped ANOTHER epic counter to the tick invasion! 🛡️

After guinea fowl eating 1,000 ticks a day, check this out — ticks literally freak out and run from these essential oils:
Tea Tree
Neem
Oregano
Black Seed
The little bloodsuckers won’t even touch them.

Perfect natural armor for your yard, pets, and family while tick season ramps up.

[J.K. Rowling @jk_rowling]

If you believe free speech is for you but not your political opponents, you're illiberal.

If no contrary evidence could change your beliefs, you're a fundamentalist.

If you believe the state should punish those with contrary views, you're a totalitarian.

If you believe political opponents should be punished with violence or death, you're a terrorist.

[Patrick Salvation @Patricksaltr]

Extended @Stash Party for $TSLA stock going on this week! (til May 17th)
Here’s a link to get $30 to invest when you join and deposit at least $5. https://t.co/mj5DgMPLNr

[Plan C @TheRealPlanC]

Anyone selling Bitcoin because they're convinced it's heading below $60K and the cycle low has to print in Q4 is just gifting their stack to Michael Saylor.

The odds of him ever handing it back are near zero.

How does price crash to $30K or $40K when Saylor is absorbing 10,000 to 30,000 BTC a week?

[Patrick Salvation @Patricksaltr]

@StalwartSt @GoingParabolic $BTC lows are trending towards the last cycle tops. Intra cycle drawdown is less each cycle. 86%, 83%, 77%, and 52% for the current cycle.
Perhaps it will drop down to 65%? Or perhaps 52% is low enough considering many are in the green now.

[Jason Ai. Williams @GoingParabolic]

BITCOIN IS GOING TO $200,000.

[Patrick Salvation @Patricksaltr]

@TimoKing21 @thepowerfulHRV Everyone seems to love $MSTR (+2.58%), while $IBIT (-1.57%) sold off over the weekend.
Interesting, considering both are valued in $BTC.

[Mark Harvey @thepowerfulHRV]

$MSTR has officially overtaken BlackRock’s $IBIT as the largest single-entity holder of Bitcoin.

$MSTR: 815,061
$IBIT: 802,823

[Gain of Fauci @DschlopesIsBack]

The person driving the red van should be jailed and have their license revoked forever.

Agree or disagree?

[Patrick Salvation @Patricksaltr]

@EARNMrewards @coingecko @rafli_raffles Ty @EARNMrewards for the one of a kind platform! Still rewarding half a decade later is amazing! @rafli_raffles looks great too, onchain transparancy for raffles gives them real value!

[Milk Road @MilkRoad]

$STRC is a cash-generating machine that turns yield-seekers into BTC buyers - without them necessarily realizing it.

Here's how it works (save this):

Strategy holds roughly 780,897 $BTC worth about $59B, and $STRC is their Variable Rate Perpetual Preferred Stock.

It has a $100 par value and pays monthly dividends.

Current rate: 11.5% APY.

The shares are engineered to trade near that $100 mark with minimal volatility.

Here's how that works:

Step 1: The dividend gets paid in USD from a dedicated cash reserve.

That reserve sits at $2.25B, enough to cover roughly 24 months of all preferred dividend obligations.

No Bitcoin has been sold to fund these payments - the reserve was built by selling $MSTR common shares.

Step 2: When $STRC trades above $100, @Strategy sells new shares into the market.

The cash raised goes straight into (you guessed it) buying Bitcoin.

This increases $STRC supply and pulls the price back toward $100.

In just the first 2 trading days of this week, this mechanism funded an estimated $1.76B in Bitcoin purchases.

Step 3: When $STRC trades below $100, Strategy has two levers.

They can raise the dividend rate to attract more buyers, or pause all ATM sales below roughly $99 to avoid flooding the market.

→ Yield seekers buy $STRC, pushing it above $100.
→ Strategy sells new shares and buys Bitcoin.
→ The treasury grows without diluting $MSTR.
→ $MSTR price rises.
→ If $MSTR trades at a premium, they can sell shares to refill the cash buffer.
→ Repeat.

Saylor has stated Strategy only needs Bitcoin to deliver about 2.05% ARR to cover all preferred dividends indefinitely.

(Bitcoin has historically grown far quicker than that.)

So Strategy has essentially created two products for two investor types.

Those wanting higher upside than $BTC get $MSTR. Those wanting yield get $STRC. Both accelerate Bitcoin accumulation.

Now for the risks...

The entire model depends on a few things going right.

- Bitcoin needs to grow faster than dividend payments.
- Strategy needs to successfully monetize their holdings to cover costs.

If that fails, $MSTR must trade at a premium to Bitcoin NAV. That premium allows accretive share issuance to refill the cash reserve. If $MSTR loses that premium during a prolonged bear market, the options get ugly.

Option 1: Defer cumulative dividends. Share price likely collapses.

Option 2: Dilute $MSTR holders by selling below NAV. Also likely tanks confidence.

Option 3: Issue more preferred stock at even higher yields. Basically paying investors with their own money.

Option 4: Take a loan against Bitcoin holdings. Least dilutive but adds systemic risk.

Option 5: Sell Bitcoin. Saylor says never. But it's technically possible.

... here's what balances this out:

Supply and demand act as a natural regulator.

If $STRC market value grows too large and dividend payouts become unsustainable, Strategy can lower the rate.

This makes it less attractive to yield seekers. They sell. Payout requirements drop.

One more risk: a sharp Bitcoin drop shrinks collateral coverage and makes future raises harder.

Though Strategy has navigated many bear markets without losing the ability to raise capital...

TL;DR:

$STRC is financial engineering that monetizes Bitcoin volatility into yield for one group while stacking sats for another.

The bull case is powerful and self-reinforcing.

The bear case centers on whether the $MSTR premium holds and whether the cash buffer lasts.

Both deserve consideration.

[Kyle Reidhead | Milk Road @KyleReidhead]

https://t.co/XlyKVzWKR9

[Patrick Salvation @Patricksaltr]

Stash party on a Monday?
Stash has been great to invest—they provide expert guidance and tools to put your money to work effortlessly. Here’s a link to get $30 to invest when you join and deposit at least $5. Make sure to claim before it expires! https://t.co/n0Rp5zQlVk

[Brick Suit @Brick_Suit]

@libsoftiktok Horse appears to be ok afterward