pIP⚡️

study #bitcoin

[pIP⚡️ @pipper181]

@jackmallers @Strike Stud

[Grain of Salt @GrainofSaltSF]

SpaceX reportedly wants to IPO at a $1T valuation and raise $75B That sounds enormous…

But relative to market cap, it’s actually much smaller than what @strategy has already done.

• SpaceX IPO raise = 7.5% of market cap
• Strategy 2025 issuance = 37.4% of market cap
• Strategy YTD 2026 issuance = 18.7% of market cap
• Strategy combined issuance = 56.1% of market cap

If SpaceX issued equity at the same relative pace as Strategy, it would raise ~$560B, not $75B

Strategy is not like a normal operating company, It’s functioning more like a balance-sheet monetization rocket. $MSTR $STRC

[pIP⚡️ @pipper181]

@bitcoinhodlco

[pIP⚡️ @pipper181]

@Puncher522 Pure gold

[pIP⚡️ @pipper181]

@bitcoinhodlco @freddienew @BitcoinColl [email protected] HODL

[Jeff Walton @PunterJeff]

Sat down with @coffeebreak_YT today on Bitcoin and Digital Credit.

His edit will drop soon. Posting the full raw hour for anyone who wants the unfiltered version.

Enjoy

[Michael Saylor @saylor]

$MSTR announces Q1 2026 results:
- 818,334 $BTC held
- 9.4% BTC Yield achieved YTD 2026
- $STRC scaled to $8.5 billion in 9 months
- Largest US equity issuer, raised $11.6 billion YTD 2026
https://t.co/0vrqUsTGCM

[Jesse Myers @Croesus_BTC]

Infinite ability to raise capital; finite Bitcoin to buy.

[Kraken @krakenfx]

A historic moment for crypto.

Kraken Financial has been granted a Federal Reserve master account, making us the first digital asset bank with direct access to the U.S. payments system.

A major step toward connecting crypto infrastructure with the core rails of global finance.

https://t.co/yVgwuJDZge

[Michael Saylor @saylor]

Yesterday at Bitcoin MENA, I presented my keynote on Digital Capital, Credit, Money, and Banking.

[Pavel Durov @durov]

@ohhanxiety Sleep 8+ hours, eat real food, exercise, never stress, never drink, never smoke, never take pills.

[Michael Saylor @saylor]

They’ll say we got lucky.

[Puncher75 - BIP-110 @Puncher522]

And there you have it. @LukeGromen & @PrestonPysh lay it out.

Bitcoin & Macro Overview Q4 2025 w/ Luke Gromen (BTC254) https://t.co/1o2QFdHu8j via @YouTube

[pIP⚡️ @pipper181]

@TimKotzman @GrantCardone @saylor LOL

[Jack Mallers @jackmallers]

In December of 2019, I actually texted @milessuter that I had an idea about moving currencies over Lightning and using Bitcoin rails inside Cash App. He asked if I could put a document together and present it to his team.

I did. Their roadmap was full, so they suggested I apply for a job and maybe we’d work on it someday.

Five months later, I founded @Strike. Five years later, here we are today. Here is the document I made almost five years ago.

✊ @milessuter @CashApp

[Carl ₿ MENGER ⚡️🇸🇻 @CarlBMenger]

Walking back to ATH in no time. #Bitcoin

[Michael Saylor @saylor]

Strategy is offering $STRE (“Stream”), our first ever Euro-Denominated Perpetual Preferred Stock, to European and global institutional investors. $MSTR

[Peter McCormack 🏴‍☠️🇬🇧🇮🇪 @PeterMcCormack]

Announcing @CheatCodeCon ‘26 in Bedford. We have confirmed that @LynAldenContact and @jackmallers will be returning as keynote speakers.

Taking place the final weekend of March, join us for a weekend of Bitcoin, beer and football.

Early bird tickets - https://t.co/YUNwS6A8Vf

[pIP⚡️ @pipper181]

@nvk @skyler_fs ⬅️