Strategy Treasury Company • https://xitter.cf/t.co/ZFhTWLyR9w

Australia
Joined May 2024
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BitStrategy retweeted
That only makes $STRD more attractive. Daily dividends in 2027. Until then it could be a great opportunity to dca in at lower prices. $STRD has 1.8x asset coverage on $SATS. I do expect this coverage spread to shrink in the near future, however.
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BitStrategy retweeted
“Inflation is made by government and no one else.” - Milton Friedman I enjoyed prescribing to Mr. Friedman’s theory as it absolved me of any sin regarding my (past) involvement in property investment. I now see Mr. Friedman’s statement as false. While government borrowing does indeed increase the quantity of money in circulation, our (the people’s) own addiction to borrowing plays a significant part. I don’t want to participate in this immoral societal ill (non PPR, leveraged property investment) that steals from the working/saving class. Part of my motivation for wanting to grow the BitStrategy movement.
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Replying to @tijerinachris1
Great point, nice hedge against that risk.
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BitStrategy retweeted
Reckon I’d prefer Strategy buys Bitcoin, rather than ASST…
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.
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Digital Credit is in its sophomore year. $STRC
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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.
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BitStrategy retweeted
Replying to @BitStrategy21
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.
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BitStrategy retweeted
Replying to @monster_models
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.
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BitStrategy retweeted
Replying to @BitStrategy21
They own STRC we own ASST and it starts to look like the AI trade
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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.
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BitStrategy retweeted
Mitch
@MitchTX2117h
Clearly seeing some $STRD sell pressure as people rotate to $SATS.
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Replying to @BTC_broo
Fair enough 😔
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Replying to @BTC_broo
Do you like Mars Spits Bars
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BitStrategy retweeted
It's going up forever, Laura.
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Personally I'm looking forward to seeing one of his websites he's built with Claude while on walks.
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do you have any website at all, then? Is there anything you have built you can point us too? Doesn't have to be a MSTR filings tracker if you think that's silly - please show us something useful you've built, given your expertise I'm sure it will be easy for you.
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ok, so you don't have a website.
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