JUST IN: 🇺🇸 Vivek Ramaswamy's 'Strive' buys 1,223 Bitcoin worth $100 million.

$MSTR We’re headed into a world of abundance and disruption across various sectors. Few understand the direction of the future better than Saylor. I’ve extracted three major takeaways from this conversation. I find it fascinating that we still have access to high signal conversations like these between intelligent minds. If you watch Saylor long enough, you’ll notice he adjusts the depth of each conversation depending on the interviewer and the audience. @dgt10011 definitely helped bring us closer to the nuanced answers those of us tuned into this community and industry are looking for. Some great insights into the competitive dynamics between @Strategy and @Strive , particularly around dividend frequency on $STRC / $SATA. Saylor admitted he was frustrated with his legal team’s guidance on how frequently $STRC could pay dividends, acknowledging that Strive had outmanoeuvred Strategy on that front. Credit to the Strive team for helping accelerate innovation across the industry. It’s also a reminder of why Saylor encourages more issuers to enter the market with different perspectives and competing products. Three major points stood out to me. 1. Building a track record for $STRC Saylor has a clear vision for scaling $STRC through continuous product improvements while maintaining a solid track record. At just over a year old, $STRC still has to demonstrate that it can navigate Bitcoin’s volatility while maintaining its value proposition. Saylor indicated that credit investors can look for track records of up to three years before deploying serious capital. That’s something only time and consistency can establish. Building liquidity and eventually scaling it is what will allow major institutional participation. That’s the key objective over the coming months. 2. The creation of a Bitcoin-backed stablecoin Something I’ve been hammering on that often gets missed is Saylor’s vision for a Bitcoin-backed, dollar-pegged stablecoin paying 6–8% yield. Potentially offered through a partnership between @Strategy and a bank or other financial institution, this could open the door to an entirely new pool of demand. According to Saylor’s vision, the end state of perfected money is a zero vol instrument that allows institutions to deploy and withdraw capital without exposure to price volatility. The TAM for this is effectively unlimited. 3. Bitcoin versus other digital assets Saylor addressed the distinction between Bitcoin treasury companies and DATs built around other cryptocurrencies. Bitcoin’s position as a commodity makes it uniquely suited to serve as the foundation for a scalable credit market. Other assets can play an important role in the infrastructure layer, powering digital currencies, derivatives and exchanges. But they aren’t interchangeable stores of capital or equivalent foundations for institutional credit. Regulatory clarity and Bitcoin’s established positioning could give Bitcoin treasury companies a meaningful advantage over DATs built around assets facing greater regulatory uncertainty. Ultimately, Saylor sees the future clearly. He’s been betting everything on the embrace of digital capital, and he’s laid out the thesis every step of the way. Strategy is now a 100x company from where it started, with magnitudes of growth still ahead. Thankful to be early. Mission: Strategy. $BTC $MSTR $STRC

That winning moment with Steelers Nation! 📲 Stream on NFL+: bit.ly/4zoY7lc

The Dollar's 'Not Gonna Die' - GOLD to $20K, BITCOIN to $1 Million 'Mini... youtu.be/h0-Z3N9Lc-Q?si=n2vw…

How do you win in this new era? Hold something that the government can't print. Everything - including Roadsters - will trend to zero in BTC terms. They can't print more Bitcoin.

Matt Cole, CEO of Strive, believes ASST will outperform MSTR. He has been crystal clear. He thinks it is the fastest horse. We applaud his competitive spirit. However, it begs the question: Does Michael Saylor, Executive Chairman of Strategy, agree or disagree with Mr Cole? It’s a simple question. Does Saylor believe MSTR will outperform ASST, or not? Strategy have made it clear they want to be the largest company in the world, but there is ambiguity around their position on ASST outperformance. As an investor in Strategy, we buy MSTR for the performance, not the market cap. The largest market cap matters little to us if Strategy underperforms other Digital Equities over the long term. We would greatly appreciate clarity on this matter.

More orange than ever.