we3K1ngs.Stacking

Aspiring Plebe, Practitioner of Hodl

[BRITISH HODL ❤️‍🔥🐂❤️‍🔥 @BritishHodl]

Barclays ($3 Trillion AUM) out with an Overweight buy rating on MSTR.

Institutions absolutely understand and care about Bitcoin Yield.

They think MSTR and @saylor will continue to maintain a high Bitcoin yield and continue business operations to increase Bitcoin per Share.

[we3K1ngs.Stacking @PaulWe3k]

@GrainofSaltSF Michael also offer a premium to share holder to “get out “ MSTR

[we3K1ngs.Stacking @PaulWe3k]

@mikealfred Believe in what you hold !

[Michael Saylor @saylor]

Strategy has sold 3,588 $BTC for $216 million to fund dividends on our Digital Credit securities. As of 7/5/2026, we hodl ₿843,775 in our BTC Reserves and $2.55 billion in our USD Reserves. https://t.co/Cssgz29Psj

[we3K1ngs.Stacking @PaulWe3k]

@BRAD2024 @mikealfred Followed, now you do !

[we3K1ngs.Stacking @PaulWe3k]

@GrainofSaltSF @Strategy I believe they put the reserve uncertainty to rest in order with an attempt to gain access to passive flows of the S&P 500
My guess they go big

[Mike Alfred @mikealfred]

It was literally just 5 days ago when “Bitcoiners” were holding Spaces to circle jerk each other in to a frenzy about the impending collapse of Strategy. Now MSTR is back near $100 and SATA and STRC are headed back to target. Another perfect example of why most people aren’t rich

[we3K1ngs.Stacking @PaulWe3k]

@HedgeFundFomo @saylor Leave her First……Sally 😂

[we3K1ngs.Stacking @PaulWe3k]

@mikealfred Center Mass !

[we3K1ngs.Stacking @PaulWe3k]

@comic @Jason Unwarranted so far

[we3K1ngs.Stacking @PaulWe3k]

@Jason Saylor is the Man in the Ring he’s not failed , he has options what’s unclear is which he’ll … if he has to use any at all.

[we3K1ngs.Stacking @PaulWe3k]

@Jason Actually Saylors point clear, the delivery was insulting however Not the turning point.

[we3K1ngs.Stacking @PaulWe3k]

@GaryCardone It’s coded in us however some excel at the position.

[we3K1ngs.Stacking @PaulWe3k]

@JoeCarlasare Is it normal to feel this exhausted after a few cycles 🤷‍♂️ let’s get on with it !

[we3K1ngs.Stacking @PaulWe3k]

@scottmelker Let the inquiry run its course I see this as part of the process now. Its potentially cleansing

[we3K1ngs.Stacking @PaulWe3k]

@Yippun The fact this stock is so debated is the reason it’s “Interesting “

[we3K1ngs.Stacking @PaulWe3k]

@WOLF_Bitcoin_ @notthreadguy Nope!

[Matt Cole @ColeMacro]

Today was the most difficult day in the history of Digital Credit.

$STRC traded as low as $82.50 before recovering sharply. $SATA traded from par down to the low 90s before also rebounding. It was a difficult day for many investors.

What happened today was a leverage liquidation event, not a deterioration in underlying credit quality.

There is an old saying in income markets that the road to hell is paved with carry.

When investors discover an asset that offers attractive yields, relatively low volatility, and strong underlying credit characteristics, many eventually decide that owning it is not enough. They borrow against it. They lever it. They attempt to enhance the carry.

That works until it doesn't.

When markets move against leveraged holders, forced selling can create a cascade. Prices fall, margin calls increase, more selling occurs, and the cycle feeds on itself. The selling becomes disconnected from fundamentals and becomes driven by balance sheet constraints.

We have seen this many times before in traditional finance. Some of the largest hedge fund failures in history involved highly leveraged positions in U.S. Treasuries. Not because Treasuries suddenly became poor credits, but because investors became overextended while trying to earn additional yield on assets that appeared safe and stable.

That is the dynamic that played out today in Digital Credit.

Importantly, the creditworthiness of the issuers remains strong.

At @Strive, our dividend reserves remain intact. Our company is not under stress. We remain well positioned to meet our obligations and continue executing our strategy. The underlying credit profile remains substantially unchanged from where it was before today's volatility.

One of the lessons markets teach repeatedly is that leverage flushes are not necessarily evidence of weak collateral. In many cases, they occur precisely because the underlying collateral is viewed as stable enough to encourage excessive leverage in the first place.

In that sense, today's events were difficult for some investors, but they were also instructive.

Digital Credit is still in its infancy. It is better for the market to experience and learn from these dynamics now, while the market remains relatively small, than years from now when the market is many times larger. Investors, issuers, and market participants all benefit from understanding the risks associated with leverage and liquidity before the asset class reaches full scale.

No one knows with certainty whether today's lows will ultimately prove to be the bottom.

What is clear is that there was substantial demand at those prices. Both $STRC and $SATA experienced significant buying interest off their intraday lows, resulting in sharp recoveries. That price action reflects meaningful demand entering the market at lower levels and is an encouraging sign for the health of the asset class.

A liquidation event and a credit event are not the same thing.

The price action today did not change my conviction in the long-term opportunity for Digital Credit. If anything, it reinforced my belief that we are building an entirely new category of financial instrument that will experience many of the same growing pains that other large fixed income markets experienced before reaching maturity.

The volatility was uncomfortable for many participants.

The lesson will prove valuable.

Stay calm. Focus on fundamentals. Markets have a way of working through excesses, and when they do, stronger foundations are often left behind.

[we3K1ngs.Stacking @PaulWe3k]

@dotkrueger BOTTOM SIGNAL RIGHT HERE!