EY

Citizen of the world.options trader, crypto and US markets,trading. Fiat money is a scam.angel fintech investor.discovered bitcoin in 2010, btc maxi from 2018.

[Visegrád 24 @visegrad24]

🇮🇹🇵🇸 An Italian journalist named Vittorio Arrigoni arrived in Gaza as part of the "Free Gaza" flotilla in 2008.

He was widely recognized and revered for his selfless service to help needy people in the Gaza Strip and for his signature sign-off, "Restiamo umani" (Stay Human).

During the 2008–2009 Gaza War (Operation Cast Lead), he was one of the very few foreign reporters who chose to stay in Gaza.

Despite his best intentions toward Palestinians, he was abducted at gunpoint by a radical extremist Salafi jihadist group which opposed Hamas for "being too moderate" and not Islamist enough.

The Islamist group published a YouTube video showing Arrigoni and offering his life in exchange for their own leader imprisoned by Hamas.

Hamas refused to comply with its rival Islamist group and later discovered Arrigoni's deceased body hanging by its neck.

Arrigoni still remains a revered figure among pro-Palestine activists, despite being called "Kafir" (infidel) by Gazan extremists.

This incident has seemingly had no effect on the naive Western activists who still organize Gaza flotillas to illegally enter Gaza, among whom are Greta Thunberg and the rest of the radical left-wing figures.

The selfless sympathy of the western left-wing towards violent Islamists needs to be studied.

[The Patriots Voice 🏴󠁧󠁢󠁥󠁮󠁧󠁿 🇬🇧 @Proudofthisland]

🚨 GRAPHIC VIDEO: Migrants Slaughter 6 & Brutally Beat Little Girl in Germany. 🇩🇪

Wake Up Europe!

This raw footage is horrifying: In Stade, a migrant massacres 6 people. The same day in Borne, two fellow migrants gang up on a defenseless little girl.

This isn’t “diversity.” It’s a deadly invasion enabled by open borders and weak leadership.

Deport every illegal, Islamist, and third-world migrant.

Ban the inflow before more blood is spilled.

[Documenting Saylor @saylordocs]

Billionaire investor Ron Baron explained the silent math destroying your wealth.

Your money loses 4 to 5% of its purchasing power every single year. The economy grinds higher at roughly 2%. That is a relentless 7% headwind against you, annually.

What that really means. Prices double every 10 to 12 years. Your savings are cut in half in real terms within about 15 years. Cash sitting idle is not safe, it is decaying.

The system is structurally engineered to punish savers and force capital into risk just to survive.

[Mario Nawfal @MarioNawfal]

🇮🇷 If you're wondering why Israel sees Iran as a threat, here's your answer

Mourners chanted "Death to America" and "Death to Israel" at Ayatollah Khamenei's funeral

Source: Middle East Spectator / Writer: Ian

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

🚨 Everyone is watching the wrong bubble.

And missing the greatest opportunity in 40 years because of it.

While the crowd argues about AI and crypto, the real story is the asset sitting in every "safe" portfolio on earth.

Bonds.

The 1981 top printed 14% yields. The 2020 bottom printed 0%. That was 39 years of falling rates, and it ended in a single Covid panic.

Covid was the turn. Rates hit zero, the system flooded itself with liquidity, and the 40-year bull in bonds quietly ended in the very moment everyone felt rescued.

That's reflexivity in the Soros sense. For four decades, falling yields lifted every asset, which convinced everyone yields would keep falling, which lifted assets again. Belief and reality reinforced each other all the way down to zero. Then the loop turned. And here's the part almost no one has grasped: a turn this big isn't the end of the game. It's the start of a far better one.

Here's why I'm genuinely excited.

For 40 years, falling rates lifted everything together. Correlations converged. The tide carried every boat, so owning the whole ocean beat knowing which boat was seaworthy. Index beat judgment. Skill was a rounding error.

That era is over, and what replaces it is the best environment for active investing in two generations.

When the secular tide reverses, dispersion comes roaring back. Winners and losers split apart violently. Suddenly the things that were invisible for 40 years, valuation, balance-sheet quality, real cash flow, pricing power, decide everything. The gap between the great business and the mediocre one stops being a footnote and becomes the whole return.

This is the world that made Buffett, Lynch, and Templeton. It's the world before 1981, where picking actually paid. It's coming back.

And it arrives at the most lopsided starting line imaginable, which is exactly what makes the opportunity so rich.

Concentration at a record. A handful of names carrying the entire index. Record IPOs listing at peak valuations and getting forced straight into peak index weights through mechanical, price-insensitive buying. The passive bid that everyone treats as ballast has become the marginal price-setter at the worst possible altitude.

JPMorgan's own Guide to the Markets makes the setup clear. Map starting valuation against subsequent ten-year returns, and today's level points to roughly zero percent per year from the S&P over the coming decade.

Sit with that. Zero from the broad index for ten years.

Now flip it over. If the average is zero, the spread around that average is enormous. Some things compound beautifully. Others go nowhere or worse. A flat index for a decade isn't a dead market. It's the richest hunting ground for active investors in living memory, because the distance between right and wrong has never paid more.

The whole architecture of modern investing was engineered for the era that just ended.

- Buy stocks and chill. Built on a discount rate going one direction. Down.
- The 60/40. Built on bonds rallying whenever equities fell.
- Just buy the ETF. Built on a 40-year tailwind no one managing money today has ever seen reverse.

That's the trap. And the mirror image of every trap is an opening for the people who see it first.

Strauss and Howe gave this moment a name. The Fourth Turning. The last of the four cycles, the Crisis, when the institutions built for the old era meet the conditions of the new one. These turns feel like danger to everyone clinging to the last playbook. They are the launchpad for everyone holding the next one.

The tide is turning. The old map is worthless.

And the greatest opportunity of our generation is hiding in plain sight, inside the thing everyone still calls safe.

[@IsraelVive @IsraelVive1948]

“He visto muchas imágenes en las últimas semanas que quedarán grabadas en mi mente para siempre, pero hay una visión que sigo viendo cuando intento dormir.

Un civil gravemente herido – ensangrentado, pero vivo – tendido en el suelo,

Y un salvaje de Hamás gritando Alá es el más grande repetidamente golpea el cuello del hombre con una azada de jardín para decapitarlo.

El hombre en el suelo es un trabajador agrícola de Tailandia.

No es israelí.

No es judío.

Solo estaba vivo, tratando de ganarse la vida para su familia.

Pero fue decapitado con una herramienta de jardinería roma.”

- El embajador de Israel ante las Naciones Unidas, Gilad Erdan, dirigiéndose a la Asamblea General de la ONU

[PlanB @100trillionUSD]

🔵 Only ~50% of #Bitcoin is in profit right now.

How long will BTC stay stuck in this blue zone?

It could take a couple more months… but once this metric flips back to 🟢, a new bull cycle begins.

History is clear on what happens next 👀

[Liz Churchill @liz_churchill10]

Europe’s ‘Diversity’ is a Slaughterhouse.

A Turkish man has gunned down 6 women at a German facility for pregnant mothers.

World’s strictest gun laws…6 are dead anyway…

[Dr. Maalouf ‏ @realMaalouf]

This is what Arab Muslim slave traders are doing to black Christian children in Africa.

Zero outrage. The UN, Palestinian activists, BLM, and the media all remain silent.

[EY @seekingAAA]

@saylor To the moon!

[Adam Livingston @AdamBLiv]

MSTR Reality Check

Emotions are running high!

People are getting manipulated by all of the engagement farming FUD and for some reason think Saylor and Strategy are on the brink of some death spiral.

As per usual, these people don't do math. They just post a red chart with a doomer sentence for clicks.

If I remember correctly, MSTR survived 2022. Actually, I don't have to remember, because I can buy the stock today.

Let us compare it to the absolute depth of the 2022 bear compared to today.

On November 21, 2022, Strategy had 130,000 BTC.

Their outstanding debt (senior claims) was equivalent to 146,735 Bitcoin.

Yes, the amount of Bitcoin that MSTR shareholders were economically exposed to was NEGATIVE. -16,735 Bitcoin.

The senior claims left zero residual for the common stock, and yet the stock never went to zero. On that same day, the stock closed at $15.72. The common equity bitcoin exposure NAV per share was -$2.33.

Today, they have 847,363 Bitcoin, with senior claims in Bitcoin at ~351,567 BTC.

Yes, in 2022 the common equity was exposed to -16,735 BTC and now it is exposed to 495,796 BTC.

2022 common equity sats/share: −14,786 sats/share
2026 common equity sats/share: 138,146 sats/share

2022 common equity NAV per share: -$2.33
2026 common equity NAV per share: +$81.69

Yes, right now the stock is trading at $87.64 vs the NAV per share of $81.69.

That means the true CEBE mNAV is 1.07x, a 7% premium to the residual left over after senior claims.

Strategy has a balance sheet built for war.

This is a cake walk compared to 2022.

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: More than 50% of BTC is underwater, which usually marks a bear market bottom. 👀

HODL ✊

[EY @seekingAAA]

Will catch up

[Quinten | 048.eth @QuintenFrancois]

Remember when we believed the global liquidity correlation

[CryptoCon @CryptoCon_]

Are bear markets getting less severe over time? Percentage-wise, yes, that's been the trend.

86%, 84%, 77%.

Data-wise, no. Unlike cycle tops which show a clear diminishing across nearly all data, cycle bottoms have been very consistent.

Logarithmic MVRV is not at cycle bottom levels. The very accurate and more conservative cycle bottom target of the Realized Market Cap MA, 42.5k, has not been reached.

A move there would be a 66% drop which is still over 10% less than last cycle's bear market.

And again, more aggressive cycle bottom targets like the magic band's low 30k's are not off the table.

[EY @seekingAAA]

@Donaxbt @saylor @Strategy It’s in shareholders money when the top his share exploded he dilute more …

[Zaid 🟧 @zaidlikesmstr]

$MSTR

Strategy will either create multi-millionaires or financially ruin some.

There is very little middle ground.

And I’ve never been more confident that I’m on the right side of that bet.

Volatility is a skill. It has to be trained over and over again until you detach yourself from the emotions that come with watching your portfolio, and often your sense of self-worth, fluctuate wildly.

Volatility teaches you to appreciate time.

It teaches you to appreciate fundamentals.

It forces you to stay grounded in a thesis that is so often mispriced and so frequently misunderstood by emotion.

Following @Strategy has been an educational journey in more ways than I could have imagined. More than anything, it’s taught me the value of curiosity and the willingness to challenge my own assumptions.

The beautiful part about understanding Bitcoin, and understanding a company with Bitcoin running through its veins, is that eventually opinion starts to matter less.

People don’t have to like the company.

People don’t have to like Saylor.

The math doesn’t care.

The company has already built something extraordinary: a mountain of capital, a growing set of tools, and an ability to continue operating through periods that many once thought impossible.

The advantage of being one of the most consistently bullish participants in this asset class is that you had the opportunity to accumulate the hardest form of money in the world while most people were too distracted to notice.

And in a world where Bitcoin succeeds, it’s difficult for me to envision a future where @Strategy doesn’t thrive alongside it.

Could management make mistakes? Of course.

But absent a series of self-inflicted decisions or a fundamental break in Bitcoin itself, this balance sheet has been built to weather storms.

We’re living through one of those moments now, where much of the space seems to have written Strategy off once again because of a temporary sell-off in $STRC

And yet, very few things can realistically force this company’s hand in the short term.

The longer your time horizon, the more valuable optionality becomes. And Strategy has built an extraordinary amount of it.

Someday, long-term shareholders may look back on periods like this and wonder why they didn’t have more conviction in the fundamentals, the math, and the thesis they already understood.

And if none of this works out the way I believe it will, I’ll sleep just fine knowing I had the courage to back my convictions when it mattered most.

Mission Strategy.

bitcoin:native $MSTR $STRC

[Daud Zafar @Daudbhatti9164]

Muslims Jahadi capture Christians, humiliate them, and force them to bark like dogs in order to humiliate them even more..
Cult teachings is a Cancer

[EY @seekingAAA]

@saylor What we should do with STRD we bought and under water and the other stocks which now u don’t even pump anymore and ignore should we just bare this lost and now move all to mSTR to hope we will be better ?

[🇺🇲Nevada Liberty 1864🇺🇲 @NevadaLiberty64]

@TRobinsonNewEra