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The world is changing fast.
We are navigating Hyperbitcoinization and the continued penetration of digital capital, Bitcoin, into the future of finance.
At the same time, we are witnessing the emergence of digital intelligence and the AI Singularity, disrupting every business model and the way we work forever.
On one side, we have a solid, never changing foundation.
On the other, we have exponential acceleration and change.
I think it’s the adoption and mastery of these two tools that are critical for a prosperous future.
With $STRC at par, the lower the bitcoin price goes, the faster $MSTR wins.
Lower BTC means more BTC stacked, which takes more available supply off the market faster.
Less available bitcoin equals higher long term prices.
The way to slow $MSTR down might be higher bitcoin prices…but wait, they win in that scenario too.
It’s almost as if @saylor has created a dynamic that makes $MSTR win no matter the market conditions, as long as one has the correct time horizon.
Let’s see how many days it takes for @saylor to now reissue that $2B and plough it right into Bitcoin.
I don’t think this is the dunk that this guy actually thinks it is.
The time horizon is years/decades, and the magnitude is hundreds of billions.
174 days and $2B is but a small blip in the $MSTR story.
BREAKING: After $2.04B in buybacks and shareholder dilution, $STRC FINALLY hit its advertised $100 target. First time in 174 days. 😂
A product supposedly designed to trade at par managed it in just 35 of its first 278 trading sessions. A spectacular 12.59% hit rate.
Yet apparently this is the financial innovation destined to revolutionise a $100T credit market and become the backbone of Bitcoin’s bull run. The circus is in full swing. 🤡
Everyone is under estimating what $STRC at par during the current market conditions will do to Bitcoin.
Either the market remains surpressed and @saylor absorbs Bitcoin at a ridiculous rate, or it materially prices higher to reflect the sustained bid on Bitcoin.
Either way, I think this bear market is coming to an end for Bitcoin and $MSTR
The fact bitcoin is at $70-$80k despite all the headwinds and retardedness over the past 12 months suggests it’s more likely to go to $1M than $0. 🤷♂️
I'm gonna say it. Please don't hate me.
I think there is a greater probability that Bitcoin will go to zero compared to $1M within 10 years.
There is just way too much retardedness out there, and it can't be underestimated imo.
You can hate me if you want, but I'm just speaking my truth.
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When everyone was calling for Up-tober after the first trading day of the month, it was obvious that we were going down. 😆
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2 binance events almost exactly a year apart. One ended the bull, will the other end the bear?
Hardcore maxis got rekt with Coldcard
TradFi sweater vest bitcoiners got rekt round tripping treasury co's
The "crypto traders" got rekt with Binance
Every stone has been turned
Now the bull market can commence
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Three hacks. Three $STRC par approaches. Coldcard. Ledger. Binance.
Every time $STRC is gaining momentum or gets near $100, the market gets torched.
An aggressive move up to $87 during Coldcard. $99.66 during Ledger. $99.99 today (one cent from par), $5 billion drained from Binance hot wallets.
BTC wasn’t even down at any of these. It sat range-bound the whole time. This isn’t volatility. This is coordination.
The powers that be are protecting the issuance ceiling.
Strategy doesn’t print $STRC below $100, so every hack that hits right as it approaches par delays Bitcoin accumulation and shakes weak hands out at the top.
Three data points isn’t proof. But three data points with perfect timing stops being coincidence.
Just as $STRC is about to hit par, the rug gets pulled again. Over and over. Like clock work.
BINANCE-LINKED BITCOIN HOT WALLET REPORTEDLY DRAINED OF 17,500 BTC
A Bitcoin address identified as a Binance hot wallet in the exchange’s own transparency disclosures has reportedly seen approximately 17,500 BTC moved out.
The transfer comes amid reports of a major security breach involving Binance-linked Ethereum wallets.
It remains unclear whether the Bitcoin transfer was unauthorized or a move to safety.
For months, @saylor has been buying back $STRC below par, spending roughly $200M/week from $MSTR ATM to drag it back toward par.
The play book is quite simple.
@saylor has been buying back $STrC at $99, and will reissue at one hundred when it’s back at par - that’s a ~1% gain in a couple weeks, or call it 26-52% annualized return.
If that beats Bitcoin’s risk-adjusted return, the rational allocation is obvious: buy the preferred now, not the coin.
The pending vote to switch $STRC to daily dividends is the other half of the play.
Daily accruals should pin it to par by killing the drift that lets it trade sub-one-hundred.
The one percent harvest window is the gap between now and that vote.
Once $STRC is at par, the next move writes itself: hammer the $STRC ATM and convert every dollar of issuance straight into Bitcoin.
Best part, the accumulation engine is restarting near cycle-low prices.
That’s not a bear market setup. That’s the opening act of the bull.
Enjoy the show!
$MSTR $STRC $BTC
The market is not pricing in a sustained bid for Bitcoin from $STRC at par everyday from here on out.
If approved, $STRC will start paying daily dividends one week from today. It will be the first global security with calendar day accruals, paving the way for the digital transformation of capital markets.
$MSTR earnings calls are generally irrelevant now. This is actually a feature, not a bug.
Investors understand exactly where the company is at any moment in time. There is no guessing.
The only thing that matters now is - is $STRC at par? Is demand for the prefs growing or not?
The company is incredibly simple.
$MSTR
The earnings call is six days away.
One of the most anticipated events as a Strategy investor.
I have two questions that I hope management answers.
Given the level of transparency, communication, and media appearances from the team, there aren’t many areas where Strategy leaves investors with unanswered questions.
However, unlike the first half of the year, which saw us accelerate Bitcoin purchases, the second half has largely been about taking our foot off the gas on Bitcoin accumulation and focusing on supporting $STRC as it works its way back towards $100.
Common shareholders have borne the cost of that rebuilding process.
These are the two areas I’m looking for clarity on.
1. USD cash and capital allocation
We’re currently left with $447M in USD cash.
Given that we’ve primarily funded $STRC buybacks through this cash balance, we’re not far from exhausting it at the current pace.
I believe we’ve bought back $180–200M in $STRC over the past week, which could see the remaining balance cut in half as we approach next week.
My question is: as $STRC returns towards $100 and Bitcoin moves higher, potentially expanding the common mNAV, how does management intend to balance replenishing the USD cash balance, supporting $STRC, and resuming aggressive Bitcoin accumulation?
Personally, I’d like to see management prioritize replenishing the cash balance opportunistically and accretively.
If the ultimate goal is to maintain $STRC’s stability, having a healthy cash balance reduces the pressure on MSTR to fund future dividend obligations and potential $STRC buybacks.
It could also provide flexibility for future MSTR buybacks.
2. The growth of $STRC
Saylor has touched on the potential end state for $STRC multiple times: a dollar-backed, zero-volatility digital money instrument.
Are there any developments in conversations with large institutions or potential banking partners that could help bring this vision closer to reality?
What are institutions looking for before they participate at scale, and how far are we from reaching that next stage of adoption?
The growth of $STRC is a major part of Strategy’s next phase, and I’d like to understand what progress is being made behind the scenes.
There’s nothing more I’d like to see than @Strategy resuming its aggressive march towards one Nakamoto.
I back this management team to get us there in no time.
The entire community will be tuned in on the 29th as we wait for another masterclass.
Mission: Strategy.
$BTC $MSTR $STRC
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Write covered calls on $MSTR until $STRC has regained par.
@saylor will continue to dampen upside volatility of $MSTR by issuing shares until their #1 corporate objective is achieved.
Strategy has acquired 250 $BTC and repurchased $192M of $STRC. As of 10/11/26, we hold 848,250 BTC and $5.5B of USD Assets. $MSTR strategy.com/press/strategy-…
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