₿ased UTXO⚡️ ∞/21M retweeted
Good evening.
The market sometimes has a funny way of dismissing long-term conviction and reacting to short-term price action instead. If you believe that governments will swiftly and miraculously solve long-term debt and deficit issues, then by all means, sell the assets that protect you against the alternative. I personally do not believe they will solve any of it and that they will continue to paper over the problems with expanded liquidity and debt instead. And so, my conviction remains.
Have a great night.
₿ased UTXO⚡️ ∞/21M retweeted
Listen to the company that administers $20 trillion in assets and has been working with Bitcoin since 2014.
A new source of BTC demand is emerging.
BTC-focused perpetual preferred stocks have accumulated more than 135,000 BTC in just over a year, despite representing only a fraction of the global fixed income market.
What could happen if adoption expands?
🔗 Read our latest research: go.fidelity.com/ernlPz
₿ased UTXO⚡️ ∞/21M retweeted
You wake up to a nightmare.
- You had £100k in an account but someone took £3500 from you and there’s nothing you can do. It will happen every year.
- someone has taken out £100k of debt in your families name. You’re on the hook for it. So are your kids. Every year the interest is due.
Both of these things are real. The UK has 3.5% inflation and £3T of debt (£100k per family).
₿ased UTXO⚡️ ∞/21M retweeted
Strive doesn't want to be the next @Strategy.
I sat down with @ColeMacro, CEO of @Strive, for a candid conversation about bitcoin amplification, $ASST vs. $MSTR, $SATA vs. $SATS vs. $STRC , digital credit yields, dividend innovation, and Strive's aggressive approach to maximizing total returns.
I learned a ton, and one thing became clear: Strive and Strategy are on very different paths.
New episode of RE:Bitcoin 👇
🎥 YouTube: youtu.be/cCnvVTbfDC8
₿ased UTXO⚡️ ∞/21M retweeted
"Bitcoin-focused perpetual preferred stocks are uniquely positioned to offer higher yields than many cash and cash-equivalent investments." Fidelity on Digital Credit, $STRC, and $BTC. fidelitydigitalassets.com/re…
₿ased UTXO⚡️ ∞/21M retweeted
First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
₿ased UTXO⚡️ ∞/21M retweeted
Strategy has repurchased $193M of $STRC and acquired 267 $BTC. As of 10/18/26, we hold 848,517 BTC and $5.3B of USD Assets. We have also increased the size of our Digital Credit Securities Repurchase Program from $2.0B to $3.0B. $MSTR strategy.com/press/strategy-…
₿ased UTXO⚡️ ∞/21M retweeted
Why Strategy Will Become The Biggest Company On Planet Earth
-> MSTR Path to $5T
-> From Convertible Debt to Digital Credit
-> All Questions Around STRC
What a DEEP DIVE with @CJ_Bitcoin
₿ased UTXO⚡️ ∞/21M retweeted
At the ParaFi Investor Day this week, I presented an overview of digital capital, credit and equity, and then joined Jeff Park (@dgt10011) for a fireside chat on digital assets, digital intelligence, and the future of finance.
01:23 – Bitcoin as Digital Capital: bull market tailwinds and scarcity in the AI era
05:05 – CLARITY, regulatory tailwinds, and Bitcoin banking adoption
06:06 – Reinventing gold-backed credit with $STRC
10:10 – Returning $STRC to par: USD Reserve, buybacks, and investor feedback
17:24 – Amplifying Bitcoin Per Share and Strategy’s triple flywheel
21:06 – From quarterly to daily dividends: liquidity and volatility
25:42 – Digital Money: the vision for a Bitcoin-backed stablecoin
29:11 – Digital Credit adoption and the path to institutional acceptance
34:12 – Beyond Bitcoin: digital currencies, derivatives, exchanges, and regulation
38:51 – Advice to founders: build a magic product in the AI era
₿ased UTXO⚡️ ∞/21M retweeted
Saylor's thoughts on MSCI's decision to potentially exclude $MSTR from its indexes:
₿ased UTXO⚡️ ∞/21M retweeted
Some thoughts on $MSTR | @MSCI_Inc Index Exclusion
Last November, I challenged the framing of a potential $2.8B MSCI outflow as an “existential threat” to @Strategy.
MSCI now seems to be adopting its “non-operating company” exclusion framework. The updated impact list identifies @Strategy for potential removal. The timeline to watch is as follows:
10-15-26: Results from Consultation on the Eligibility of Non-Operating Companies.
11-11-26: Final Constituent Changes
11-30-26: Implementation
The risk has become real, but we need to differentiate the FUD and fear-mongering from actual potential impact on trading and capital markets access.
$MSTR Trading Volume | EoW 10-09-26: $15.29B
$MSTR Averages:
$565.25B in Dollar Trading Volume YTD
$2.91B Average Daily Dollar Volume
$13.79B Average Weekly Dollar Volume
$56.53B Average Monthly Dollar Volume
Using the JP Morgan $2.8B “forced sell-off” estimate from last year as a scenario, that represents:
0.96 Average Trading Days of Volume
18.3% of the Last Week’s Volume
0.50% of YTD Volume
I share these numbers to establish scale, not to predict zero price impact, but claims that highlight this as a massive risk to $MSTR are overstated. Any forced selling will be into trading flow, around re-blances, etc. This will not be a market dump event. $MSTR has the liquidity and turnover to absorb this selling with little issue IMO.
This is a near term ripple to deal with, not an existential threat to $MSTR.
Today's announcement for reference: msci.com/indexes/index-resou…
MSCI $MSTR DE-LISTING FEAR MONGERING: THE $2.8 BILLION LIE
First: Strategy is at ZERO risk of being delisted from other indices. Second: J.P. Morgan says an MSCI delisting would trigger a $2.8 Billion forced sell off. They are banking on you not knowing the math.
I assessed their "nuclear warning" against actual $MSTR trading volume.
The Context: $MSTR has had over $1 TRILLION in Trading Volume YTD. Meaning that -
Average Daily Volume: The "catastrophic" outflow is less than ONE AVERAGE DAY of trading.
Average Weekly Volume: It is just ~12% of a standard week.
Average Monthly Volume: It is a ~3% rounding error.
YTD Volume: It is a microscopic 0.26% of the flow.
The Reality: They are screaming about an "existential event" that is actually a standard Tuesday afternoon. This isn't a liquidity crisis. It's a scare tactic.
Don't let them scare you with numbers that sound big to you but are invisible to the market.
₿ased UTXO⚡️ ∞/21M retweeted
Roadster xitter.cf/i/broadcasts/1yKAPwNgg…
