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

Australia
Joined May 2024
We bought 121 MSTR shares last week. New Totals MSTR: 4,376 (+121) STRK: 500 Thank you for your support. BitStrategy Team
14
3
1
130
5,134
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.
1
1
112
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.
1
1
3
353
BitStrategy retweeted
Replying to @BitStrategy21
They own STRC we own ASST and it starts to look like the AI trade
2
1
3
249
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.
13
2
34
1,323
BitStrategy retweeted
Clearly seeing some $STRD sell pressure as people rotate to $SATS.
5
2
48
2,295
Replying to @BTC_broo
Fair enough 😔
33
Replying to @BTC_broo
Do you like Mars Spits Bars
1
132
BitStrategy retweeted
Michael Saylor
@saylor14h
It's going up forever, Laura.
524
571
148
5,045
666,723
Personally I'm looking forward to seeing one of his websites he's built with Claude while on walks.
1
34
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.
1
24
ok, so you don't have a website.
1
25
show me yours then
1
28
BitStrategy retweeted
Michael Saylor
@saylor13h
Replying to @ColeMacro
Stay humble, stack $SATS.
32
108
12
1,636
47,814
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 $1B buyback expansion. Key takeaways + an IR read on each: A 🧵
1
2
2
17
2,701
One of the most impressive things about Mr. Michael J. @saylor isn’t just what he’s built. It’s how he celebrates others building alongside him. 🟠 He calls Strive’s daily dividend strategy “brilliant.” 🟠 He predicts @Strive ($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. 🧡🙏
Michael Saylor
@saylorOct 19
Replying to @gerovich
Superplanet expands the universe of Digital Credit. Congratulations, Simon.
7
16
220
10,322
BitStrategy retweeted
The real test is whether organic demand can keep $STRC near $100 once Strategy stops buying shares. We need strong volume at par to move the needle for a BTC balance sheet the size of $MSTR's. I remain cautiously optimistic.
11
1
52
2,758
Strategy says it’s fine for investors to allocate to multiple different Treasury Companies if they want to. Well, we don’t want to. Why sell the winner to buy the loser, anyway? I’m sure I’ve heard that before somewhere. We just want to invest in Strategy, thanks Strategy. We like the stock. Regards Saylorians and Strategy Maximalists
6
2
38
2,213