My investment thesis: ❤️10 year $PDD super cycle 💻10 year accelerated compute super cycle - $CRWV $IREN 🚀10 year bitcoin super cycle - $MSTR $MTPLF

The call skew on IBIT is so much richer than BTC Thats all you need to know about the current state of institutional optimism vs crypto-native pessimism

New SEC Chair Paul Atkins: “All U.S. markets will be on chain within two years.” Tokenization just went from “if” to “when.” The next wave is closer than you think 👀

Long leverage gets flushed from Binance exploit. Bitcoin has a 30%+ draw down. MSTR FUD amplifies. Banks start marketing structured Bitcoin notes. Vanguard Opens Bitcoin ETF access. QT ends. Now I don’t know if you believe in coincidences or not. But wow, what timing

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Everyone who only knows hard money suddenly thinks $MSTR is a ponzi scheme. I highly recommend finance 101.

$IREN People didn’t like Iren at 5.4 just like how they don’t like $MSTR at sub 180

$MSTR Buyback is coming. I realized that MSTR isn’t just a tax-efficient fixed-income machine… it’s basically a tax-free quant fund trading its own stock. When $MSTR sells common at a fat premium, it’s essentially selling BTC (tax-efficiently) in terms of BTC/Share: Num of BTC

@DollarCostAvg $IREN was mercilessly mocked by a whole bunch of skeptics and naysayers for this one. It kept going on until they were STFU by the $IREN x $MSFT deal. 😂

Stay Tuned.

One of the best companies in the world, yet priced as if it were a declining business. I remain extremely bullish on $PDD.

$MSTR BTC ETF options increase will reduce hedging pressure on MSTR, but it will also dampen potential blow-off tops too

Response to MSCI Index Matter Strategy is not a fund, not a trust, and not a holding company. We’re a publicly traded operating company with a $500 million software business and a unique treasury strategy that uses Bitcoin as productive capital. This year alone, we’ve completed

$MSTR facts

MSTR only goes bankrupt if an asteroid hits Earth. At least bring a single piece of evidence if you are going to say nonsense like Saylor would get liquidated.

$MSTR I’m buying as much as I can below 200. Nfa

$MSTR the bright side about this dump is that people will finally figure the fact that mstr can't go bankrupt lols

No, Small Bitcoin spacs with high cost of capital because they have a small collateral base and short history of execution and not enough liquidity will not outperform MSTR FROM THIS POINT FORWARD. We are almost back to book value here. No MSTR is not a scam. Yes the prefs have

$IREN: 1) Likely enough technical damage in the chart that the recovery takes weeks/months vs. days. Bears won this round - well played. 2) That said, much easier to stomach this drawdown vs. April given "Wen deal" and more specifically "Wen hyperscaler deal" is no longer a

The amazing thing about STRC price right now is that we know Saylor is hammering atm at 101.01, and there is someone somewhere absolutely scooping it up at 99.9. Probably an algo.