AJ
@TheAJehani
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“An investment in knowledge pays the best interest.”
Kingdom of Saudi Arabia
Joined December 2023
"You will spend 40,000 hours of your life trying to make money; it's worthwhile to spend 100 hours figuring out how to keep it." - Michael Saylor on Bitcoin
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Happy to share that I just received my STRC dividend for December 2025 in full, with 0% U.S. withholding tax, exactly as expected. Two weeks ago, this table was the main takeaway from my STRC research note for Saudi investors. It’s no longer theoretical. Attached are the
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Bitcoin backed Digital Credit can/will probably eat 10%+ of this market
The US corporate bond market is expanding rapidly: Total outstanding public investment-grade and high-yield bonds is up to a record $11 trillion. Since 2009, the market has grown +$8 trillion, or +267%. This has been driven by the growth in high-rated BBB and A debt, which now
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Showing that if the acquired asset (BTC) compounds materially faster than the fixed USD cost of capital, the spread widens exponentially over time. Even after fully servicing dividends, BTC dominates, illustrating the amplification effect of the perpetual USD-to-BTC swap. Now
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The Perpetual USD-to-BTC Swap, Visualized One issuance. One swap. Fixed carry. Assume a preferred equity issuer (e.g., Strategy, Strive, Metaplanet) sells one share of preferred equity at par ($100), immediately swaps the proceeds into BTC, and services dividends via the ATM or
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Michael Saylor: Starts with $500M in cash and ends up with 700,000 Bitcoins, only 5 years later. Crypto twitter and traditional investors: "I'm not impressed"
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Glad many of you found the note useful. Thanks for the support. You can just do things.
Hey fellas, I’ve been a silent observer of the Strategy (MSTR) journey for the past ~2 years and learned a lot from the True North crew along the way. Since I’m based in Saudi Arabia (Middle East), I thought it might be useful to share a perspective on how and why STRC works
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Jeff Booth said, "When you really understand #Bitcoin, you’re constantly a buyer. There’s never a price that’s too high."
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Phong Le’s family fled Vietnam after their wealth was confiscated and their currency reset. This is why property rights matter. This is why Bitcoin matters. https://t.co/gbanMZL1vh
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Can we talk about how crazy $748 million in a week is... Equivalent to: 1. Every single human in America giving $MSTR $2.26 2. A stack of $1 bills a mile high ( 5,373 feet) 3. Every single human on the planet giving $MSTR 9.3 cents 4. More capital than $MSTR raised in the
Strategy has increased its USD Reserve by $748 million and now holds $2.19 billion and ₿671,268. https://t.co/FDxIuJ8qZB
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Same instrument, very different outcome once you leave the US tax system.
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Hey fellas, I’ve been a silent observer of the Strategy (MSTR) journey for the past ~2 years and learned a lot from the True North crew along the way. Since I’m based in Saudi Arabia (Middle East), I thought it might be useful to share a perspective on how and why STRC works
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I met with @intangiblecoins at my home in Miami to discuss the year in digital assets, capital, and credit; the latest Bitcoin controversies; and how @Strategy is digitally transforming capital markets and global banking through digital money.
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BITCOIN DOES NOT USE ENCRYPTION Sorry, but that's the facts and @adam3us is right to point out that if you don't understand this rather simple distinction, you probably should not be talking about a QC cracking Bitcoin. TL/DR: A Quantum Computer wouldn't "decrypt" a private
pro-tip for quantum FUD promoters. bitcoin does not use encryption. get your basics right or it's a tell.
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