SamuraiGTK2021

Investor

[The Factor Report @PeterLBrandt]

It is not necessary to be a certified cult member to be an interested owner of a crypto $XRP
The charts alone have always been enough reason for us to make a bet
There is a difference between being open minded and having a hole in the dead

[The Factor Report @PeterLBrandt]

This is my long-term chart of ripple:native It implies an eventual advance to $5.40
A claim of a "call" or simple presentation of a chart is NOT a trade People who claim "trades" need to provide proof or else the claims are BS An X post is NOT proof

[Paul Atkins @SECPaulSAtkins]

My thanks go to everyone who put so much effort into the CLARITY Act— across the Administration, Congress, investors, and innovators. Our collective conviction that America must continue to lead is indispensable.

I have been unequivocal: with or without legislation, we will act decisively within the SEC’s statutory authority to deliver certainty for American investors and for the entrepreneurs shaping our technological future.

Stay tuned.

[matthew sigel, recovering CFA @matthew_sigel]

List of DATs who have abandoned Bitcoin and crypto accumulation strategies since:

🔴 Full Liquidations / Complete Exits
Satsuma Technology (SATS LN) — Shareholders voted on July 21, 2026 (>>90% approval) to liquid all 668 BTC (~$43.5M), return capital to investors, and delist from the London Stock Exchange. Pantera Capital Management was reportedly among investors pushing for the wind-down.

Bitdeer (BTDR US) — Fully emptied its corporate Bitcoin treasury as of February 20, 2026, liquidating its remaining 943 BTC to fund its pivot to AI data centers. The company had also sold 798 BTC in December 2025.
CEO Jihan Wu stated the zero balance "will not always be zero in the future."

Sequans Communications (SQNS US) — Sold 1,025 BTC in Q1 2026 to fund convertible debt redemptions and an ADS buyback, reducing holdings from 2,139 BTC to 1,114 BTC. Subsequently sold nearly 80% of remaining holdings to fully redeem all convertible debt.
Sequans has explicitly stated it will not acquire more Bitcoin and is refocusing on its core IoT semiconductor business, with plans to monetize its remaining 658 BTC in a disciplined manner over coming quarters.

Genius Group (GNS US) — Liquidated its entire Bitcoin treasury in early April 2026 to repay approximately $8.5M in debt. The company had previously reduced holdings from 200 to 138 BTC in November 2025 to cover short-term cash needs, with plans to recommence Bitcoin purchases at end of 2026.

Prenetics (PRE US) — Fully liquidated its entire ~510 BTC treasury (~$41.3M in proceeds) in May 2026 and adopted a policy prohibiting any future digital asset purchases.

Vaultz Capital (V3TC AQ) — Shareholders voted on July 21, 2026 to withdraw its Bitcoin treasury policy and dispose of all Bitcoin holdings, repositioning as a cash-backed acquisition platform. Exact BTC quantity not disclosed.

Alpha Compute (ALP US) — Completed a full wind-down of its digital asset treasury on July 10, 2026, returning the final tranche of ~$6M in TON/GRAM holdings to Animoca Brands affiliates. No longer holds any digital assets.

AEG (AEG LN) — Fully liquidated its entire digital asset holdings post year-end, realizing approximately £97,945, converting proceeds back to working capital.

MAIA Biotechnology (MAIA US) — Digital asset treasury strategy placed on hold due to cryptocurrency volatility; holds approximately $0 in digital assets as of March 23, 2026.

🟠 Partial / Ongoing / Forced Sales

MARA Holdings (MARA US) — Sold approximately 15,133 BTC (~$1.1B) in March 2026 to repurchase over $1B of face value of its Senior Convertible Notes and reduce its line of credit by $200M. MARA has formally expanded its digital asset management strategy to allow for the sale of Bitcoin held on its balance sheet — not just current production — to enhance financial flexibility and fund capital projects.

Empery Digital (EMPD US) — Has been systematically selling Bitcoin since at least March 2026, reportedly selling nearly half of its BTC holdings for approximately $87M as of July 10, 2026, to fund a $200M share repurchase program and repay a term loan. Disclosed weekly tranches include:

Strategy / MicroStrategy (MSTR US) — Sold 32 BTC (~$2.5M) between May 26–31, 2026 to fund preferred stock distributions. The board authorized a BTC Monetization Program of up to $1.25B to generate USD reserves, with a minimum USD reserve policy of at least 12 months coverage. Between June 29–July 5, 2026, sold a further 3,588 BTC (~$135.2M), bringing total sales to approximately 3,620 BTC (~$137.7M combined).
Michael Saylor stated at BTC Prague: "I never said the company wouldn't sell its Bitcoin."

Nakamoto Inc. (NAKA US) — Sold approximately 284 BTC for $20M in March 2026, with proceeds used for working capital and to fund operations following its acquisitions of BTC Inc. and UTXO Management. Additionally sold ~40 BTC received as premium income from its derivatives program. As of December 31, 2025, approximately 3,717 of its 5,342 BTC were pledged as collateral for a Kraken loan maturing December 4, 2026 — a potential binary event.

Smarter Web Company (SWC LN) — Sold 178 BTC on July 23, 2026 at an average price of $65,762 (~$11.7M) to repay its "Smarter Convert" convertible instrument to the TOBAM Group ahead of maturity.

Cango Inc. (CANG US) — Completed a Bitcoin sale in February 2026 to strengthen its financial position and advance an AI transformation strategy. Exact amount not disclosed.

DIGI (DIGI CN) — Sold its entire 118,000 XRP position and pivoted its digital asset strategy to Bitcoin accumulation, holding 10.88 BTC as of February 28, 2026.

🟢 Strategy Shifts (Reduced Accumulation / Active Management)

Exodus Movement (EXOD US) — Has been materially reducing its ETH holdings: from 2,742 ETH (July 2025) to 1,840 ETH (February 2026) to 1,433 ETH (May 2026).
MPU Capital (MPU US) — Shifted primary treasury emphasis away from BTC/ETH to stablecoin governance tokens in August 2025; may continue to buy, hold, or sell BTC and ETH.
ZeroStar (ZSTK US) — Treasury policy explicitly contemplates periodically selling cryptocurrency for general corporate purposes.
DigitalX (DCC AU) — Moved away from pure accumulation to actively managing Bitcoin holdings within a disciplined capital allocation framework.

[Elon Musk @elonmusk]

In the future, a trillion times a trillion dollars will be spent on making antimatter to travel to other star systems

[Stuart Alderoty @s_alderoty]

Productive session at the White House today - compromise is in the air. Clear, bipartisan momentum remains behind sensible crypto market structure legislation. We should move now - while the window is still open - and deliver a real win for consumers and America.

[Eleanor Terrett @EleanorTerrett]

🚨JUST IN: The @USOCC just granted conditional approval for trust bank charters to @Ripple, @BitGo, @DigitalAssets, @Paxos, and @Circle.

[Stuart Alderoty @s_alderoty]

Since its inception, Ripple has led with trust, compliance, and real utility - and we'll continue setting the standard for how institutions engage with digital assets. We are among the first to receive conditional approval following the enactment of GENIUS - future-proofing Ripple's stablecoin business for the long term.

[Brad Garlinghouse @bgarlinghouse]

HUGE news! @Ripple just received conditional approval from the @USOCC to charter Ripple National Trust Bank. This is a massive step forward - first for $RLUSD, setting the highest standard for stablecoin compliance with both federal (OCC) & state (NYDFS) oversight.

To the banking lobbyists – your anti-competitive tactics are transparent. You’ve complained that crypto isn’t playing by the same rules, but here’s the crypto industry – directly under the OCC's supervision and standards – prioritizing compliance, trust and innovation to the benefit of consumers. What are you so afraid of?

[SamuraiGTK2021 @Samuraijtk2021]

アパートを含めない別のデータでは、2021年にシドニーのアパートを除く住宅価格は約A$360,000上昇した。単純計算すると、毎日およそA$1,000ずつ価値が上がっていたことになる。私の住むパースは、先月は毎週約A$5,000ほど上昇していたらしい。シドニーは最も人気がある。

[SamuraiGTK2021 @Samuraijtk2021]

オーストラリアの不動産価格について。記事の内容はやや難しめだが、チャートは面白いと思う。
https://t.co/0eRe96rreg

[SamuraiGTK2021 @Samuraijtk2021]

シドニーが圧倒的に強い。ブリスベンはここ数年で2位まで上昇し、メルボルンは勢いを失ってしまった。パースも負けずに上昇しており、最近メルボルンとアデレードを追い越した。パースは2006年頃には国内トップだったものの、2020年までは不調が続いていた。

[Michael Saylor @saylor]

What if we start adding green dots?

[Paolo Ardoino 🤖 @paoloardoino]

re: Tether FUD

From latest attestation announcement (Q3 2025):

"Tether will continue to maintain a multi-billion-dollar excess reserve buffer and an overall proprietary Group equity approaching $30 billion."

Tether had (at end of Q3 2025) ~7B in excess equity (on top of the ~184.5B stablecoin reserves) + another ~23B in retained earnings as part of our Tether Group equity.

Tether Group total assets: ~215B
Stablecoin liabilities: ~184.5B

S&P made the same mistake of not considering the additional Group Equity nor the ~500M in monthly base profits generated by U.S Treasury yields alone.

Some influencers are either bad at math or have the incentive to push our competitors.

Forever trusting who we are
No, nothing else matters

[Adrian Morris @_Adrian]

PROOF of coordinated FUD against $MSTR

I said it feels manufactured. Here is the smoking gun.

Look at the source date on the "news" they are using to panic you today. October 10th.

This document has been public for 42 days.

The market ignored it for 6 weeks. Now suddenly, after several red days in November, JP Morgan dug it up to FUD fears of "de-listing risk"?

They recycled an expired story to accelerate a sell-off.

This isn't news. It's a coordinated hit.

[Michael Saylor @saylor]

Response to MSCI Index Matter

Strategy is not a fund, not a trust, and not a holding company. We’re a publicly traded operating company with a $500 million software business and a unique treasury strategy that uses Bitcoin as productive capital.

This year alone, we’ve completed five public offerings of digital credit securities— $STRK, $STRF, $STRD, $STRC, and $STRE —representing over $7.7 billion in notional value. We also launched Stretch ($STRC), a revolutionary Bitcoin-backed treasury credit instrument that provides variable monthly USD yield to institutional and retail investors.

Funds and trusts passively hold assets. Holding companies sit on investments. We create, structure, issue, and operate. Our team is building a new kind of enterprise—a Bitcoin-backed structured finance company with the ability to innovate in both capital markets and software.

No passive vehicle or holding company could do what we’re doing.

Index classification doesn't define us. Our strategy is long-term, our conviction in Bitcoin is unwavering, and our mission remains unchanged: to build the world’s first digital monetary institution on a foundation of sound money and financial innovation.

[Bill Hughes @BillHughesDC]

Under the safe harbor that @SecScottBessent announces below, trusts may stake digital assets (on permissionless proof-of-stake networks) if they:

1) Hold only one digital asset type and cash;

2) Use a qualified custodian to manage keys and execute staking;

3) Maintain SEC-approved liquidity policies ensuring redemptions can occur even with staked assets;

4) Keep arms-length arrangements with independent staking providers; and

5) Limit activities strictly to holding, staking, and redeeming assets—without discretionary trading.

The impact on staking adoption should be significant. This safe harbor provides long-awaited regulatory and tax clarity for institutional vehicles such as crypto ETFs and trusts, enabling them to participate in staking while remaining compliant. It effectively removes a major legal barrier that had discouraged fund sponsors, custodians, and asset managers from integrating staking yield into regulated investment products.

As a result, more regulated entities can now stake on behalf of investors, likely increasing staking participation, liquidity, and network decentralization. The framework aligns tax treatment with evolving SEC disclosure and exchange liquidity standards, reinforcing staking as a legitimate, conservative yield-generation strategy within U.S. financial products. In short, Revenue Procedure 2025-31 transforms staking from a compliance risk into a tax-recognized, institutionally viable activity, accelerating mainstream adoption across proof-of-stake blockchains.

Let's GOOOO

[Treasury Secretary Scott Bessent @SecScottBessent]

Today @USTreasury and the @IRSnews issued new guidance giving crypto exchange-traded products (ETPs) a clear path to stake digital assets and share staking rewards with their retail investors.

This move increases investor benefits, boosts innovation, and keeps America the global leader in digital asset and blockchain technology.

[Treasury Secretary Scott Bessent @SecScottBessent]

17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down.

@SenateDems could learn something from that.

[David Sacks @davidsacks47]

I spent today on Capitol Hill meeting with the members of the Senate @BankingGOP and @SenateAgGOP Committees; thank you to their respective Chairmen @SenatorTimScott and @JohnBoozman for hosting me. I also had productive meetings with leading Democratic members, and believe we are in excellent position to pass market structure legislation with bipartisan support this year. This will finally bring much-needed regulatory clarity to the crypto industry, building on the success of the Genius Act, signed into law by President Trump earlier this year. The Executive Director of the White House Crypto Council @patrickjwitt also joined me. Finally, I had the great pleasure of meeting the famous @BabydogJustice.