Documenting Strategy ($MSTR), Bitcoin & the corporate treasury revolution. News, charts, memes & commentary. Not affiliated with @Strategy.

Cyber Manhattan
Joined November 2020
The only way to outperform Bitcoin over a decade is buying $MSTR. Everything else is noise. 6/10 years so far and $MSTR is comfortably winning.
You won't beat Bitcoin over the next decade. Not by choosing some other coin. Not by investing in the QQQs. Not by holding Gold. Not by buying Real Estate. And not by trading in and out of it like Arthur Hayes.
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Over the past couple days, I’ve asked two uncomfortable questions about $ASST. Both times, instead of receiving reasoned answers, I’ve been met with personal abuse and insults. What happened to Bitcoin’s ethos of independent thinking? Apparently, “Don’t trust, verify” only applies until you start questioning the crowd’s favourite investment. The moment you scrutinise a company they’ve become emotionally attached to, you’re suddenly the enemy. I’m not here to blindly defend Strategy or attack Strive. I’m here to question capital allocation, credit quality and the claims being made to investors. If asking basic financial questions makes people this angry, perhaps those questions need asking even more.
Why has Adam Livingston seemingly stopped promoting $MSTR and $MPJPY since joining Strive? I thought Matt Cole said this wasn’t a competition? If that’s true, why not promote all three? Almost as if Dracula Cole knows attention drives capital and wants it flowing exclusively into $ASST and $SATA. Adam’s once broad Bitcoin platform now looks like Dracula’s personal marketing department. Quite clearly there is a competition. It amazes me how Saylor is so oblivious to this.
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Already back above $80k It begs the question who was actually selling their $BTC below $80k? Room temperature IQ individuals.
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Why has Adam Livingston seemingly stopped promoting $MSTR and $MPJPY since joining Strive? I thought Matt Cole said this wasn’t a competition? If that’s true, why not promote all three? Almost as if Dracula Cole knows attention drives capital and wants it flowing exclusively into $ASST and $SATA. Adam’s once broad Bitcoin platform now looks like Dracula’s personal marketing department. Quite clearly there is a competition. It amazes me how Saylor is so oblivious to this.
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A rare occasion where I agree with the $ASST bulls. Strategy should consider retiring $STRD. $STRF, $STRC and $STRK are all we need. Each serves a distinct purpose, with unique strengths and a clear investor base. And with daily dividends, I can see demand for all three growing significantly. Sometimes a simpler product lineup is a stronger one.
I still haven’t seen a legitimate reason why someone would buy $STRD over $SATS today SATS is cumulative, higher yield, with less seniority above it The market seems to agree as well SATS IPO buyers are in profit STRD IPO holders have lost money
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Documenting Strategy retweeted
Our goal is to grow Bitcoin per share. Here’s how Strategy puts Digital Capital, Digital Credit, and Digital Equity to work. $MSTR
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When will people start demanding Strive raise its dividend rate now $SATA is struggling to reach $100? Or is that criticism reserved exclusively for Saylor?
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Can someone explain why Strive holds $50M of $STRC on its balance sheet? They’re collecting 12% from Strategy while offering preferreds paying 13–15%. It makes no sense to me.
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Digital Capital Digital Equity Digital Credit Digital Dog shit wrapped in cat shit
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$MSTR to $800 is imminent. I am positioned accordingly.
🇺🇸 FIDELITY ANALYST SAYS "THE MOVE FROM $100,000 TO $200,000 MAY HAPPEN MUCH FASTER." "INVESTORS SHOULD BE PREPARED." 💯 LONG #BITCOIN ⚡️
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Peter i sold my Bitcoin at $60k and bought Silver at $100 like you said. Please help.
Given how badly tech stocks are getting killed, especially anything AI-related, it's amazing that Bitcoin is still so high. Don't be complacent, HODLers, or let this lull you into a false sense of security. This is likely just the calm before the storm. Sell now before it hits.
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Six years of Bitcoin treasury companies. Many have come. Many have gone. One thing hasn’t changed. $MSTR remains king. 👑
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$MSTR and $STRC holding strong during this sell off. Shakeout before the breakout.
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Ben could overlay a Bitcoin chart with his heart rate and find a historical pattern. This isn’t analysis. Who needs fundamentals, liquidity or market structure when you’ve got two squiggly lines and an imagination? 😂
Bitcoin is still generally tracking the 2019/2020 drop and recovery, just without the pandemic flush
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A moment of silence for everyone who sold their $BTC and $MSTR yesterday. Your sacrifice will not be forgotten. 🫡
If you ever think you are dumb just remember there are real people selling $BTC at $81k and $MSTR at $133 today.
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My price predictions for this cycle: $BTC: $400k $MSTR: $2000 $ASST: $150 $MPJPY: $11 $NAKA: Delisted
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Strategy built the world’s largest corporate Bitcoin treasury. Strive has a prettier website. The lengths people go to praise Strive and bash Strategy are getting embarrassing.
The @Strive website is leaps and bounds ahead of @Strategy A simple and clear message, taking all forms of investors through a concise and informative story. The MSTR website is a dog's breakfast of information and whilst informative, does not deliver the message that Strive is able to portray via less is more. Their podcasts are also word class. Bullish both, however Strive has been on a tear the past 12 months. @CJ_Bitcoin @PunterJeff
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$MSTR just bounced off the 200-day SMA for the third time this week. That liquidity sweep was a thing of beauty. Paper hands spent all last week crying while the market was shaking out the weak. Onwards.
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