Strategy Treasury Company • https://xitter.cf/t.co/ZFhTWLyR9w
Australia
Joined May 2024
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BitStrategy retweeted
Strategy should buy 1/3 of $ASST, or as much as possible outside the 1-year minimum of cash reserves.
They’re the only real competition to $MSTR. Let’s face it.
It’s a dog-eat-dog world.
I’d like to see Strategy take a position in $ASST.
If we’re going to promote them, why don’t we take a slice of the upside too?
Doesn’t have to be crazy.
$100m maybe?
Less than a week’s worth of buybacks.
Strive for Bitcoin.
You know it makes sense.
BitStrategy retweeted
Either could have Strategic value. If you think of Strategy as a central bank of bitcoin (which, yes, causes many bitcoiners anaphylactic shock, and I understand that), holding SATA would provide optionality as a trading vehicle for when STRC trades weakly relative to SATA. Strive already owns STRC, of course, but has not used it like this or explicitly acknowledged this optionality (that I’m aware of) yet. It is one of those things that looks cooperative on the surface, but also creates a dependency. That dependency can also be a vulnerability.
BitStrategy retweeted
I feel we already diverged from the simple BTC accumulation story when we created the USD cash reserve.
I haven’t seen Strive’s purchase of $50m STRC causing any problems. While not common equity, it’s still equity in another company.
Given a $100m purchase would represent a tiny fraction of Strategy’s treasury, far smaller that Strive’s allocation to STRC, I don’t think it would be material in terms of the narrative.
The upside for Strategy shareholders, however, could well be significant.
BitStrategy retweeted
Latest interview with @Saylor
schwabnetwork.com/video/mich…
BitStrategy retweeted
Saylor just gave a masterclass on Digital Credit at ParaFi's Investor Day and shared what Strategy learned in year one.
The most surprising lesson?
The market would rather see Strategy hold 3 years of dollars than 30 years of Bitcoin.
That explains STRC’s product evolution, a $4.8B cash reserve, and today’s $1B buyback expansion.
Key takeaways + an IR read on each: A 🧵
BitStrategy retweeted
One of the most impressive things about Mr. Michael J. @saylor isn’t just what he’s built.
It’s how he celebrates others building alongside him.
🟠 He calls Strive’s daily dividend strategy “brilliant.”
🟠 He predicts @Strive ($ASST) could become one of the fastest-growing companies in U.S. markets over the next decade. Has publicly praised Mr. Matt Cole and team @ColeMacro.
🟠 He predicts @Metaplanet ($MJPY/$MTPLF) could become the most valuable company in Japanese history within 10–20 years.
🟠 Today, he’s congratulating Mr. Simon @gerovich on Superplanet.
Think about that.
The man who pioneered Bitcoin-backed digital credit with $MSTR and $STRC isn’t afraid of competition.
He welcomes it. He encourages it. He celebrates it. And he applauds it. 👏
@saylor and @Strategy helped open the doors of traditional finance to Bitcoin building bridges through publicly traded equities, convertible bonds, preferred securities, and multiple innovative credit products.
And now he’s cheering as others walk through those doors.
Great leaders build companies. Extraordinary leaders build industries.
Competition isn’t the enemy of success. It’s the engine of progress.
Here’s what Saylor understands that so many people miss:
8 billion people aren’t going to embrace a highly volatile asset like Bitcoin through self-custody overnight.
Adoption requires bridges.
Bridges between Bitcoin and Wall Street. Between traditional finance and digital capital. Between the financial system we inherited and the one we’re building.
So he builds those bridges.
And rather than guarding them, he encourages others to build their own.
Different companies. Different strategies. Different paths.
But ultimately, we’re all working toward the same destination:
Financial sovereignty.
I’ve never witnessed anything quite like it in financial markets.
Class act, Mr. @saylor. 🧡🙏
BitStrategy retweeted
Never be afraid to ask questions due to fear of intellectual inferiority.
Anyone worthy of your trust will be able to handle them.
- BitStrategy
BitStrategy retweeted
MSTR holders should continue to track, measure, and question mgmt’s decisions, but I continue to be impressed with the team’s low time preference and willingness to engage.
Why is $STRC trading just under $100?
Funds and arbitrageurs that bought in the $75-$90 range for the trip back to par are now selling to income investors. That rotation has naturally taken time.
BitStrategy retweeted
Why is $STRC trading just under $100?
Funds and arbitrageurs that bought in the $75-$90 range for the trip back to par are now selling to income investors. That rotation has naturally taken time.
BitStrategy retweeted
I am still bullish on @Strategy, $MSTR, but it’s also prudent to admit that the dilutive resistant $BTC acquisition engine of issuing preferred stocks to acquire bitcoin has been stalled for the better part of this year. I will share some math soon which presents a rather strong upside still for $MSTR. Unfortunately, managements actions to return $STRC to par have been helpful but not enough to kick start the engine again.
BitStrategy retweeted
Through disciplined capital allocation we continue to drive down the average cost of our MSTR purchases.
BitStrategy retweeted
Our average cost over 136 transactions is now $167.61
BitStrategy.com
