I was higher on Caleb coming out of school. Maybe Drake Maye will never make that throw, but he doesn't need to. Top 10 arm strength is enough when his ball placement & pocket presence are already tops in the league. @RealAlexBarth @ezlazar @pfwpaul @ByAlFrancisco @Fred_Kirsch

JUST IN: Tesla's $TSLA 11,509 #Bitcoin added $288M to its Q3 results. That's 28% of GAAP net income at @ElonMusk's Tesla for the quarter. 🔥🔥

Strive $ASST had zero #Bitcoin 13 months ago. Next week, I'm projecting they become the 2nd-largest treasury company behind only Strategy $MSTR. Meteoric rise. 🔥🚀

Grain put a date on it: Strategy above 1.5 million #Bitcoin by Dec 31, 2027. Over or under? Give me your number and your reasoning below. 📺Watch on YouTube: youtu.be/2tL3uIrlIks

NEW: @GrainOfSaltSF is on the record. Strategy $MSTR above 1.5 million #Bitcoin by December 31, 2027. 📌Strive $SATS at 15%: unprecedented fixed rate 📌The worst bond chart in history 📌Bitcoin's 30% CAGR can send Strive $ASST to 100,000 BTC in 2027. Watch ⚡️ TIMESTAMPS: 0:00 Intro 0:26 Why $SATS is unprecedented 1:23 Fixed 15% vs $SATA's floating rate 1:51 A junior product built for junk bond buyers 4:08 Bond math: a 30% effective yield at $50 6:15 Raising $500 million on $SATS 6:43 Why $SATA won't sell below $100 8:52 Paid daily, cumulative if missed 10:47 Where will $SATS trade? 12:59 Prefs become a curve 13:52 $MSTR vs $ASST amplification 15:39 Net leverage vs amplification 20:25 Amplification is bond math 22:54 Total return beats yield 24:30 Can Strive do this forever? 25:44 The 15% hurdle for new entrants 26:52 Buying $SATS at $80 28:21 Pull to par for perpetual prefs 30:09 Strive's $500 million buyback fund 32:47 Strategy's 2 cash reserves 34:59 The death spiral that never came 37:33 Back to the 1970s rate shock 38:55 The worst chart in history 42:17 18% mortgages and the 1981 peak 46:03 A US Treasury that fell 18% in 1 year 48:55 Backed by Bitcoin, not a debasing dollar 50:51 The debasement hurdle 53:30 Should Saylor slow the common ATM? 57:02 Nobody catches Strategy 57:55 Strive's common ATM plan 58:46 What happens if Bitcoin doubles 1:01:25 Tyler vs Grain: issuing at $80 1:05:18 The levers now work both ways 1:06:29 New terms every 3 to 6 months 1:12:01 Outro

You must be new here. The orange line is $MSTR returns since the pivot to a #Bitcoin balance sheet strategy.

JUST IN: Michael Saylor said Strategy $MSTR found a way "to create the world's best credit and do it with the world's best capital: #Bitcoin." On MSCI Index exclusions: "We are an operating company. MSCI is out on their own on this one." 🔥

When the UST 10-year was priced at the same rate as Strive's $SATS, we entered a 40-year bond bull market. Time for the start of the 40-year Digital Credit bull market. 🔥

NEW: @BritishHodl bought $MSTR the day after Saylor’s first #Bitcoin press release in 2020. He’s still holding his $340K target — and says the next big bid comes from people who don’t want BTC at all. 📌$150 trillion now has access to BTC 📌Why $126K was mid-cycle, not the top 📌Selling BTC to people who don’t want it Watch ⚡️ TIMESTAMPS: 0:00 Intro 0:31 Why digital credit needs zero education 1:52 $15 billion and we haven't started 2:56 Will Saylor keep hitting the common ATM? 4:25 Why $126K was a mid-cycle top 5:19 Common ATM vs preferred ATM 6:32 Hammer STRC at par 7:15 The preferred flywheel 7:57 Can the pref market handle the demand? 9:37 What pension funds need to buy in 11:34 The 2024 vs 2026 treasury model 12:12 "How you gonna pump my bags?" 14:28 Total returns over Bitcoin per share 16:31 The man who orange-pilled BlackRock 17:19 The day everything changed 18:35 Everyone works for you now 19:38 In-kind conversions down to $1 million 20:25 Borrowing against IBIT at central bank plus 1 21:59 $140 million from self-custody to IBIT 23:18 IBIT started with 1 employee 24:39 2% net redemptions through a 50% drawdown 25:47 Is STRF the crown jewel? 27:08 The dark horse in Strategy's capital stack 28:40 Running down the preferred curve 30:34 Strategy's real cost of capital 31:08 Daily dividends and 24/7 trading 32:16 Retiring $10 billion of common into a new pref 34:39 What it would do to short sellers 36:26 Why Saylor ran through $42 billion so fast 37:38 Can anyone catch Strategy? 39:36 Using STRC money to buy back MSTR 42:12 Is Strategy overpaying for Bitcoin? 44:00 The melting ice cube 47:11 Cash-secured puts and Metaplanet 48:20 Managing cash vs the Bitcoin stack 49:30 From $1.8 billion to 850,000 Bitcoin 51:58 Lightning round: MSTR or ASST? 53:29 Still holding $340K 54:24 Nominal GDP vs rates 55:23 The free digital credit course

JUST IN: Strive $ASST CEO Matt Cole just said the company's $SATS IPO is upsized from $500M to $700M notional, priced at $90/share. 16.7% effective yield at IPO pricing and settles Tuesday. #Bitcoin digital credit demand is oversubscribed again. 🔥