Skywalters retweeted
I've hit a bug while building in @Replit that has stalled the project and the agent told me to email @ReplitSupport . 8 days ago. Still not resolved. Hard for me to recommend this service when support is barely responsive.
Skywalters retweeted
@ParcelHero I paid for a Parcel force collection several days ago, and no one has turned up to collect. This is now the second collection promised that has failed. And no one replies to my messages on your webiste
Does anyone actually work at your company
Skywalters retweeted
Just launched My Financial Future (beta) — a financial planning tool that models your finances year by year to show you where you are and where you are heading
Free founder membership for the first 150 sign-ups
Try it, tell me where it's wrong 👇 myfinancialfuture.uk
Skywalters retweeted
🚨MIND BLOWING STRC SINGULARITY🚨
Strategy just raised ~$850.8 million TODAY through STRC.
That capital alone is enough to acquire roughly 11,795 BTC.
Now look at the insanity.
At an 11.5% dividend, the annual obligation on that raise is just:
$97.842 million per year.
Over 10 years, total dividends paid would be:
$978.42 million.
And that’s ASSUMING the rate never gets lowered over the next decade.
Now assume Bitcoin compounds at 25% annually for the next decade (less than Power Law)
That $850.8 million becomes:
$7.924 BILLION.
After paying 10 full years of dividends, the spread captured is still:
$6.945 BILLION.
From ONE DAY of STRC issuance.
And people still think this model is fragile.
It is a machine that converts capital markets access into long-duration Bitcoin exposure, while the fixed claim gets smaller and smaller relative to the asset if BTC keeps compounding.
That is why this thing gets so absurd so fast.
And you’re still bearish on MSTR?
LOL
STRC just crushed the entire preferred stock universe yesterday.
$1.17 BILLION traded — all at $100 par or above.
While preferreds from massive companies limp along at $20-40M daily with yields less than half of STRC’s 11.50%,
STRC delivered monster liquidity + elite yield in one package.
The most dominant preferred on the planet just flexed. Hard. 💥🚀
#STRC #Strategy #Bitcoin $MSTR
62
Skywalters retweeted
To fully reverse Strategy’s $14.46B Q1 2026 unrealized loss (at ~$68.2k BTC on March 31, with $51.65B fair value), Bitcoin would need to reach roughly $82,700–$83,000 at the next quarter-end with current holdings of 780,897 BTC.
At that level, the mark-to-market value would exceed the Q1 carrying value by enough to flip the paper loss into a net gain — pure accounting volatility. They kept buying the dip anyway. Long-term thesis intact. #Bitcoin #MSTR #STRC
To fully reverse Strategy’s $14.46B Q1 2026 unrealized loss (at ~$68.2k BTC on March 31, with $51.65B fair value), Bitcoin would need to reach roughly $82,700–$83,000 at the next quarter-end with current holdings of 780,897 BTC.
At that level, the mark-to-market value would exceed the Q1 carrying value by enough to flip the paper loss into a net gain — pure accounting volatility. They kept buying the dip anyway. Long-term thesis intact. #Bitcoin #MSTR #STRC
Skywalters retweeted
Strategy reported a $14.46B unrealized loss on its Bitcoin holdings in Q1 2026 (fair-value accounting, as BTC closed ~$68,233 on March 31 with ~762k BTC valued at $51.65B on the books).
Fast-forward: BTC now ~$73k, holdings up to 780,897 BTC. That same position would show a **~$5.5B+ unrealized gain** reversal for the next quarter.
Paper losses from temporary dips don’t change the long-term Bitcoin accumulation strategy — they’re just mark-to-market volatility. #Bitcoin #MSTR #STRC @saylor @ChrisMMillas @MSTR_Today
Strategy reported a $14.46B unrealized loss on its Bitcoin holdings in Q1 2026 (fair-value accounting, as BTC closed ~$68,233 on March 31 with ~762k BTC valued at $51.65B on the books).
Fast-forward: BTC now ~$73k, holdings up to 780,897 BTC. That same position would show a **~$5.5B+ unrealized gain** reversal for the next quarter.
Paper losses from temporary dips don’t change the long-term Bitcoin accumulation strategy — they’re just mark-to-market volatility. #Bitcoin #MSTR #STRC @saylor @ChrisMMillas @MSTR_Today
Skywalters retweeted
Possibly as high as 4.4m if investing is to be believed. This may be the post and pre market numbers adding to the daily volumes we know about
Skywalters retweeted
@AdamBLiv I agree with everything you say in the video. My only concern with $MTPLF is what is happening with their Bitvcoin income strategy based on selling puts. Given the fall to $90,000 they could have lost a lot off money on those puts if they closed them out/ rolled them forward or been forced purchasers at a price well above todays price.
At the least it must wipe out the income from puts they were receiving. Probably also wipted out the $%&m they had in unrealised reserves. Of course if they actually navigated this period and made just a small loss against such a sharp fall then that woudl bode very well for the strategy and its abaoilty to geberate income to pay the Prefs interest.
Skywalters retweeted
Sky Sports have launched a new TikTok for female sports fans & I have some thoughts..
Skywalters retweeted
@CernBasher @alojoh @herbertong @RandyWKirk1
Did you pick up the comment in the #Megapack presentation last night that #Tesla have 30gb of capacity due to come online that they have already shipped
That's almost a years worth of business just waiting to be invoiced
Not sure what the pathway is from shipping to invoiced but that feels like it has the potential to power a big spike in energy revenues (excuse the pun)
Think I’m right on this
Strategy is trading at an Mnav of just under 1.7
This was the same as When share price fell to $260
Reason is that they have more bitcoin and it has increased in value.
So basically buying them today at $390 is like buying them six months ago at $260 which I think in hindsight would have been a good idea.
2
3
450
Skywalters retweeted
Here is Mamdani, recently, saying “If you Don’t Clap for El-Yateem” — a Palestinian community organizer — “You’re a Zionist.” I’ll say it again: the turning of “Zionist” into a slur in mainstream western liberal spaces is the most significant antisemitic development of the 21st century. This man is about to be mayor of New York.
We are so screwed. This is an absolute disaster and no one is even talking about it. Latin American levels of economic incompetence
45
What does it to to #$MSTR If Strategy announces a $5bn Bitcoin purchase funded by debt only
For me that resets the conversation. Firstly it demonstrates a different scale of purchasing compared to all the other BTC
It also opens people’s eyes to what Strategy can do with all the new debt instruments
They are the Apex company and their share price is not reflecting this
Mega purchase like this resets the conversation and doubles the shares within a few weeks
4
604