mano retweeted
Strategy has acquired 1,665 $BTC and repurchased $152M of $STRC. As of 9/27/26, we hold 847,666 BTC and $6.02B of USD Assets. $MSTR
strategy.com/press/strategy-…
mano retweeted
Introducing Q4 Mode.
BFCM is won in September and October. By November, the biggest brands have tested everything.
Everyone else just copies.
See what they ran in past years. See what they're testing this week, updated every 24h.
Your BFCM is being decided right now.
mano retweeted
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mano retweeted
Bitcoin closed August at $78,571
- Above 200 week MA $65k
- Above 5 month (STH) realized price $72k
- All realized prices are increasing again
- Bitcoin in profit 72% (up from 50%)
- Monthly RSI 51 (up from 41)
IMO the bottom is behind us.
I expect higher prices from here.
mano retweeted
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.
mano retweeted
$STRC pays its dividend based on the $100 liquidation preference, not the market price.
If the dividend rate is 11.5%, that’s $11.50 annually per share.
Buy at $100 = 11.5% yield.
Buy at $90 = 12.8% yield.
Buy at $85 = 13.5% yield.
Same dividend. Lower purchase price. Higher yield.
That’s why STRC trading below par is attractive to income investors.
People seem… confused.