Bitcoin, $MSTR, Chemical Engineer. Seeker of sun, beaches, & tropical locations.

MSTR
Joined March 2021
Strategy Dude retweeted
Michael Saylor
@saylorOct 24
Four months ago, we launched our Digital Credit Capital Framework. It’s delivering. Programmatic $STRC buybacks have helped strengthen our credit markets and support $MSTR. We manage the entire capital structure to create long-term shareholder value.
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Strategy Dude retweeted
Chamath is right. Bitcoin will get hacked by AI agents. That’s why I keep a large hoard of cash in my Chase bank account. There’s no way an AI will be able to hack that.
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Strategy Dude retweeted
Sminston With 👁
@sminston_withOct 21
My BTC = $200K celebration, at the ready. What's yours?
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Bitcoin is Scientific First precisely scientific standard in monetary history
"In science you need to understand the world; in business you need others to misunderstand it." - Nassim Nicholas Taleb in The Bed of Procrustes
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Strategy Dude retweeted
$BTC AT $82K: STATISTICAL MODEL SHOWS $131K MEDIAN SCENARIO BY YEAR-END 2026 I analyzed 5,937 daily Bitcoin closes using a mathematical trend-and-cycle model. Current modeled levels: Q25: $92K (+12%) Q50: $108K (+32%) Q75: $133K (+62%) Year-end 2026 scenarios (approx.): Q25: $105K (+28%) Q50: $131K (+60%) Q75: $168K (+105%) Bitcoin is trading below its lowest historical model quartile. The bullish case: A return toward the modeled median offers substantial upside without requiring a new all-time high today.
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Strategy Dude retweeted
Sminston With 👁
@sminston_withOct 19
Everything goes to zero against Bitcoin. Fully updated.
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Strategy Dude retweeted
Michael Saylor
@saylorOct 19
Replying to @halstonvalencia
You don’t build a market worth trillions without investing billions.
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Strategy Dude retweeted
Sminston With 👁
@sminston_withOct 19
Overlay Bitcoin's 2022 bottom with the June 2026 bottom and they're basically TWINNING 👯 - - - We're sitting right about where Bitcoin was in late February 2023. That spot led to one last shakeout and then a real breakout. It's only a rhyme, but it's a hard one to ignore, people 🤷‍♂️
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Strategy Dude retweeted
Replying to @dadrabbot
I support buybacks too. However, given STRC is still not at par, against expectations, I suggest we temporarily discontinue promotion of Strive. Continuing promotion while STRC is not at par is tantamount to prioritising Strive ahead of restoration of STRC to par.
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Strategy Dude retweeted
Make sure to get into MSTR, before: -> Investmentgrade Credit rating -> Institutions buy STRC in a big way -> Strategy is in the Top 10 Companies Might happen faster than you think!
Replying to @gasmann25
We discussed the S&P rating, Institutions and others. The thing is, Institutions are coming in a big way to STRC. Make sure you’re in MSTR before that.! When they are here, it’s too late. And some are already arriving.
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Honestly, now that we have flying cars & BTC, who still needs Index Funds?
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Strategy Dude retweeted
Hey @saylor Berkshire Hathaway closed Oct 16 at $798,000 for Class A and $532 for Class B. The A shares have never been split. The B shares are the liquid trading vehicle. One A converts one-way into 1,500 B shares; B cannot convert back. Voting is disproportionately concentrated in A. Strategy can do the same with three classes. Leave existing Class A (the public MSTR shares) static. No further issuance. No splits. One-way conversion only into the new "C"class. Leave existing Class B (the super-voting shares) completely untouched. Create a new Class C at 1/5 to 1/10 the economic claim of Class A. All future ATMs, employee equity, and capital raises happen only in Class C. When Class C runs up, split only Class C. Class A becomes the scarce, sticky instrument that long-term holders can keep forever. Class C absorbs the trading, the options market, and any future dilution. The precedent is Berkshire. The difference is that one class is permanently protected from further share-count inflation while the other is designed to be split and issued as needed. grainofsaltsf.com/analysis/b… @BritishHodl $MSTR @phongle
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Strategy Dude retweeted
$MSTR alert: DOWN 8% on potential EXCLUSION from indexes. Bitcoin is only down 1%. The reason: MSCI approved rules proposed in August that could remove the Bitcoin (BTC) treasury company from indexes. The final list of affected firms will be available on November 11, with the changes scheduled to be implemented at the close of November 30. /Cap /MSTR
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Strategy Dude retweeted
$MSTR My two cents: 1. Bitcoin goes to $1M whether MSCI or any other institution classifies it as capital or not. 2. Strategy becomes the world’s most valuable company whether the industry considers it an operating company or not. We move forward. Mission: Strategy.
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Strategy Dude retweeted
Elon Musk
@elonmuskOct 16
Turns out the future does have flying cars
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Strategy Dude retweeted
When Bitcoin Breaks THIS Level, $MSTR Blasts to $200 🚀
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Strategy Dude retweeted
„Bitcoin in 8.5 Jahren auf 1Million USD - Die 10x-Formel für Bitcoin“ Neues Video mit @Hendrik__Z gibt’s hier: youtu.be/WFBF4BUNSag?is=wvGt… Danke für deine spannenden Einblicke in deine Arbeit @Hendrik__Z
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Strategy Dude retweeted
Sminston With 👁
@sminston_withOct 13
Bubble-free Bitcoin power law Fits with r2 = 0.997 Fair value today = $101,600 Eye on the ball
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Strategy Dude retweeted
Michael Saylor
@saylorOct 13
The future of Bitcoin is the future of finance. This morning at the World Bank, I joined Chris Brummer, Founder & CEO of The Fintech Foundation, for a 25-minute fireside chat at DC Fintech Week. @fintechthinksdc 00:52 - Strategy as a reserve institution built on Digital Capital, Digital Credit, and Digital Equity 01:32 - Bitcoin as Digital Gold, Digital Capital, and the foundation for a new financial system 03:19 - Strategy as a private central bank for the crypto economy 06:54 - Manufacturing Digital Credit backed by USD reserves and Bitcoin 08:08 - Return of capital, tax-deferred dividends, and scalable fixed income 09:17 - How Digital Credit amplifies Bitcoin per share for $MSTR equity holders 12:17 - Bitcoin headwinds and tailwinds: policy, liquidity, bank adoption, and AI capital flows 13:12 - Bitcoin-backed bank credit and the impact of $10B in new lending 16:20 - The triple reflexive flywheel: Bitcoin price, reserves, credit risk, and equity premiums 18:25 - Quantum risk, AI hacking, and why Bitcoin can upgrade when consensus forms
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