DYOR - My thoughts 💭 $MSTR $STRC

Underground Cellar
Joined December 2009
Strategy still stacking. 840k+ BTC $4.65B USD reserve Selling a bit of BTC + equity to buy back $STRC and fortify the balance sheet. Cleaner capital structure. Still the biggest corporate BTC holder. $MSTR at these levels remains a leveraged Bitcoin play. DYOR. $MSTR $STRC
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Cheers^Mate retweeted
Digital Money and Digital Yield are being built on Digital Credit. $STRC
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🇦🇺 Aussies chasing yield: $STRC is paying 12% variable (cash, twice a month) on Strategy’s Bitcoin-backed preferred. Trading ~$95 right now. Senior to $MSTR. Available on Stake, Pearler & IBKR. Not advice. DYOR. Foreign dividends are taxable. #STRC #Bitcoin #AussieInvestors
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Cheers^Mate retweeted
Stronger credit. Stronger equity. More Bitcoin.
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A thought on Michael @saylor, $MSTR, Bitcoin, and stewardship: One way to understand Saylor’s role is through the idea of stewardship. He was not entrusted with everything all at once. At the start, MicroStrategy made an initial Bitcoin allocation that, at the time, looked bold but was still limited compared to what would come later. That first move was a test of stewardship. Could he take a scarce, valuable asset, hold conviction through volatility, communicate clearly, and manage it faithfully over time? He did. And because he did, he was gradually trusted with more. That is a pattern we see everywhere in life: prove faithful with a little, and over time you may be trusted with much more. In that sense, the Bitcoin network and the capital markets have “voted” on Saylor’s trustworthiness. Not because he is perfect. Not because he is beyond criticism. But because he demonstrated a rare combination of conviction, consistency, transparency, and endurance. He took responsibility for a small treasury position. He held through chaos. He kept explaining the thesis. He kept building. And now he is stewarding a much larger pool of capital. That is not just a financial story. It is a moral one. Most people think constantly about market risk. Very few think deeply enough about human risk. Human risk is the risk that: * leaders abuse power * central bankers debase currency * politicians overspend * institutions change the rules * incentives become corrupt * savers are diluted slowly and quietly That is the hidden risk embedded in fiat systems. Bitcoin was built to reduce exactly that kind of risk. It does not depend on the wisdom of a small group of people. It does not ask us to trust a committee. It does not rely on the moral integrity of politicians. It replaces human discretion with rules: fixed supply, transparent ledger, predictable issuance, decentralized verification. In other words, Bitcoin is not merely an asset. It is a monetary network designed to reduce human risk. That is why Saylor’s role matters. He is not just buying Bitcoin. He is helping build a bridge for others into a system where their savings are less exposed to corruption, manipulation, and human failure. That is a profound form of stewardship. He is taking the trust the market gave him and using it to expand access to a more reliable store of value. A store of value not based on promises. Not based on politics. Not based on money printing. Not based on the character of central planners. But based on rules. And I think that is where many people misunderstand what is happening. They think the story is: “Saylor took a big risk on Bitcoin.” The deeper story may be: “Saylor proved he could steward scarce capital wisely, and in response, more capital flowed to him so he could help scale a monetary system that asks less of flawed human beings.” That is why his work resonates with so many people. He is not merely trying to outperform. He is trying to re-architect trust. He is helping build a world where people do not have to place so much blind faith in governments, bureaucrats, or monetary authorities just to preserve the value of their labor. And that matters because human risk is everywhere, and most of it is badly underestimated. People spend years trying to measure volatility while ignoring corruption. They obsess over quarterly fluctuations while ignoring currency debasement. They fear price movement while trusting broken institutions. Bitcoin flips that equation. It says the bigger danger is not short-term volatility. The bigger danger is long-term exposure to human discretion inside the money itself. Saylor was trusted with a little, proved to be a good steward, and is now trusted with much more. But the point is bigger than Saylor. The point is that capital is flowing toward people and systems that can reduce human risk. And Bitcoin may be the most important system ever built for that purpose.
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Cheers^Mate retweeted
Out now on all platforms ‼️‼️ RUN IT UP‼️‼️ NEW SINGLE CALLED “ LIKE US “
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Variscan Mines is pleased to report an outstanding set of assay results from the Phase 3 underground diamond drilling program at the San Jose Mine, near Novales, located in Cantabria, northern Spain | Read the ASX announcement: variscan.com.au/site/pdf/29d… #zinc #mining #drilling #var
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Cheers^Mate retweeted
$SYA $SYAXF @SayonaMining Current SP: $0.19 Target SP: $0.53 #PetraCapital ANN: Drill Results Significantly Expand Moblan Projects: 1. North American Lithium #NAL 2. Authier Lithium 3. Tansim Lithium 4. Moblan Lithium 5. Lac Albert Lithium #Canada #NorthAmerica #DYOR $SYA.AX
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$HZN best quarterly disclosure out of any ASX commodity producer. - cash costs - revenue - pdn - capex - cash / debt - royalties - opex -guidance Everything anyone wants
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Variscan Mines (ASX:VAR) is pleased to report positive assay results from surface and underground diamond drilling and channel sampling programme on the Buenahora exploration licence, located in Cantabria, northern Spain | ASX announcement: asx.com.au/asxpdf/20230130/p… $VAR
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Excellent 7-minute video on the Tesla mystery. Interrupted by a few annoying ads, but well worth the watch. youtube.com/watch?v=jaPMEjaV…
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@JeremyCorbell Look at my profile regarding these spheres - i figured this out and wrote a book back in 2016. #ufotwitter
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Go woke go broke 🤡🤡
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China lifts coal ban. Go $YAL Go $YAL #CoalTwitter $YAL > $WHC
*BREAKING: CHINA LIFTS AUSTRALIA COAL BAN
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DAY 500: OUR BROTHER HAS AROSE JAI PAUL 2023 COACHELLA WE HAVE MADE IT
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Variscan Mines’ drill program is targeting zinc-rich mineralisation adjacent to known historical mine workings in new, untested areas. Proving up the recent JORC Exploration Target | $VAR is seeking to reignite zinc production in northern Spain #drilling #exploration #zinc
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The reaction from $TER holders who sold out 12 months ago at 17c when seeing the 10c dividend announcement today... #CoalTwitter #PrintingCash
$TER up today 17% on the bleeding obvious. They are printing cash. I’m expecting $CRN, $WHC and $NHC to all do the same as the numbers filter out. If the small guys are smashing out these margins, then the big efficient guys are absolutely killing it right now.
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Zinc inventories have been falling sharply, with @MorganStanley stating that falling inventories, rising premiums and power price risk could boost the likelihood of a zinc price squeeze $VAR #zinc #pricesqueeze
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Cheers^Mate retweeted
$AZL at its 52w high (from $HWK days).. to whomever came up with the name change, 👌🏻
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Cheers^Mate retweeted
$SYA $DMNXF @SayonaMining up 16.67 % today with ATH of 14.5 cents Next week SH meeting and SPP close date sp should keep flying IMO with imp announcement due any day now 🚀 - #NAL closure - $NVX #lithium results - Authier resource expansion
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