I took a huge position in $ASST back in March and I'm super happy with the results. Love the leadership, love the company. But with mNAV at around 1.7x and $MSTR's mNAV around 1.1x, i'm considering selling some of my $ASST shares and rotating into $MSTR as $STRC starts to kick back into gear. I'd love to hear some opinions. Thoughts? @saylor @ColeMacro

An essay on the most famous $MSTR bear on this app, @comic. In honor of him finally blocking me. Dennis is a great case study.

This folder is speaking to me like the green goblin mask. I want to bully the people who were bearish and shorting $MSTR at $85 so bad. It's not good enough that us $MSTR and $ASST holders win, I need the assholes who were cheering for us to lose all of our money at the bottom to know that they are retarded.

The only thing better than looking at my portfolio of $MSTR and $ASST today is knowing that @Brennan_BTC22 and @comic are being publicly exposed as the retards that they are. They are silent right now and we're not even at $140, imagine how quiet they are going to be at $400.

You know it's a bull run when the biggest loser $MSTR bear on the platform, @comic, makes his account private. Dennis (@dennishegstad aka lil retard) is the definition of a weak man. He's super vocal during any downturn, making fun of investors who have lost money, but now that we're all up 50%+ from the bottom, he's nowhere to be found. He's a coward. Thank god I invested in $MSTR and not $META like this idiot did a few days ago. I will continue to outperform you forever, Dennis!

When you think about how half of the bitcoin:native community has a meltdown whenever they see one of these, they instantly become 1000x funnier GOOD DAY TO BE A $MSTR BULL!

Average Bitcoin hodler morning routine.🌞

The good thing about being an $MSTR bull on here is that if you have a low enough time preference, no matter what, the $MSTR bears will always prove themselves to be retards over a long enough period of time. Thank you @comic @Brennan_BTC22 @GiovanniIncasa for providing endless entertainment on here. How are those shorts going?

The only thing better than all of the money being made by the $MSTR bulls is the fact that @Brennan_BTC22 has to cope with the fact that he is wrong. Time to deactivate the account again!

Everyone who was bullish from June-July 2026 and acquiring bitcoin:native and $MSTR as fast as they could is going to be rewarded. Everything is falling into place. What happens when unlimited capital from banks, companies, and governments goes into the first ever truly scarce asset?

If God designed money, what would it look like?

I feel like I have assembled the BIPtard infinity stones by collecting these blocks from @mattkratter and @LukeDashjr. BIP-110 was the most aggregiously stupid attack I have seen on the bitcoin:native network. Thank god these losers did not win, but granted they would never be winners, one look at them tells you they were genetically destined to be losers. One is a scrawny gangly freak who looks like he was shoved into a locker every day in middle school, the other is a big fat retard who looks like he hasn't showered in years. These are not serious people. Sell your bitcoin to me and leave the development to men like @saylor, @phongle, @ColeMacro, and @PunterJeff.

100% agree… many people don’t understand credit markets and so hate STRC. Admittedly there was some aggressive and somewhat misleading marketing. It was of course at the peak of the bear market and yet they still managed to raise $10bn. And they made a mistake (which they have owned up to) repaying the converts without a sufficient cash reserve… they learned and they did what they needed and were completely able to do. The dilution argument is just complete nonsense, and purely for click baiters or people unable to to zoom out further than 1 month and with zero understanding of corporate finance especially financial balance sheet and capital management. I feel sorrry for them, I have engaged most of them and like you I have not heard or been given a single valid thesis supported my math as to why this company won’t succeed.., it’s all just words and FUD, and mostly from uneducated people… There are also some clearly smart people still in the anti BTCTC camp, and I can only assume most of them are deep hole conspiracy theorists and anti capitalists… but I bet they still live a very comfortable life with the fiat system they seem to despise. But they don’t quite understand how capital markets have worked and will continue to work over hundreds of years. I think the bigger question is why BTC is still not moving higher, (which I addressed in a previous comment to @RichardByworth just last night. My conclusion is that is just time, and therefore the same for BTCTC’ which will clearly outperform the eventual move in BTC itself. But like you say, if you like BTC you should love MSTR, if you hate BTC then you can hate MSTR. To love BTC and hate MSTR is simply illogical, uneducated and I won’t use the R world that so many of them use, but it’s that too!

Actually!

You can live on Bitcoin. You can also build on it. Crude oil is valuable, but civilization gets more utility by refining it into gasoline, jet fuel, plastics, lubricants, and asphalt. Bitcoin is Digital Capital. Innovation turns capital into credit, money, and currency.

I absolutely love that you’re on the $MSTR train, @RobinSeyr — especially in a bear market. I’ve been riding this thing since 2020, when @Strategy was roughly a $1 billion company. And in a lot of ways, it reminds me of Bitcoin in the early days: An 80-vol asset that 99% of the world wants absolutely nothing to do with. That’s precisely why most people don’t own $MSTR. Everyone celebrates the top. Almost nobody celebrates the bottom. But the bottom is when you get the opportunity to buy your favorite asset at a massive discount. So thank you for speaking up when it isn’t popular. Because I remember 2022 and 2023 like yesterday. Outside of a handful of people like @PunterJeff, almost nobody was publicly defending MSTR or Michael @saylor It was much easier to criticize them. I love @Strategy and @saylor for a very personal reason: They fundamentally changed my life. @Strategy gave me the financial freedom and @saylor gave me the courage to leave my career and pursue something I actually care deeply about — building my own business traveling the world, meeting people, and collecting real human stories about Bitcoin and how it has changed their lives. And maybe that’s why I take the attacks on @saylor and @Strategy personally. If someone you love falls down, gets hurt, or gets attacked by people who don’t really know them — that’s not when you disappear. That’s when you show up. Real friends support you when you’re down. Fake friends show up when you’re winning, when everyone loves you, or when you suddenly have something to offer them. I believe Michael will keep fighting for what he believes in. He’ll pivot when necessary. He’ll learn. He’ll adapt. He’ll develop new strategies for @Strategy. But he will never give up. And neither will I. Not on Michael. Not on Strategy. And certainly not on Bitcoin. 🧡 Robin — thank you again for showing me around Vienna and sharing your story with me. Hopefully I’ll see you at Bitcoin Amsterdam in November. The first beer is on me. 🍻 Thisiswhywebitcoin.com

The embarassing BIP-110 failure followed by the COLDCARD hack was unfortunately a very necessary two-part failure that needed to happen within the bitcoin:native community. Even though I genuinely feel horrible for the victims who did nothing wrong and got their life savings taken, both of these events taught a valuable lesson that people need to remember for the rest of their time in this space. The self-sovereign, extremist bitcoiners on here who oppose all corporate, government, and institutional adoption of bitcoin are NOT serious people and the average person should not listen to their advice whatsoever. Two valuable lessons: 1) Bitcoin in cold storage is great, but too much of it in cold storage carries way too much risk for the average person. 2) Be skeptical of vocal fear-mongers on here who insist the network is in danger. Often, they have no technical understanding of how bitcoin works and their proposed ideas would harm the network.

Will this be the first bear market to not have a win after 30 days??

Spoiler alert: all of the big influencers are on here... wow. It's sad because obviously they had no clue this would happen, but it just goes to show that promoting a product always has risk and you never know if a product you promote is 100% secure. What's notable, the current most disrespected man in this space @saylor is not in this video. Following his advice and being heavily allocated to $MSTR, I was not affected by this attack. Keeping bitcoin:native on an exchange kept me safe. All of the ways to custody your bitcoin that these influencers lament kept my stash safe. Yet the very own product that they were promoting ended up with their followers losing everything. It's tragic and my heart goes out to all of the victims and their families. I hate seeing injustices like this happen to good people.

If this Cold Card attack had happened to an exchange, all of the "only bitcoin:native in self-custody" advocates would have thought "well that's what you get for keeping your bitcoin on an exchange!". There is no "well that's what you get for keeping your bitcoin in self-custody!" argument because keeping your bitcoin in self-custody has always been the most "morally correct" and "safest" thing to do. This highlights a truth that NEEDS to be understood by everyone. All of your bitcoin in self custody is NOT the safest way to secure your bitcoin. You should diversify where you custody it. This also should usher in the end of the "not your keys, not your coins" argument. No, it's still my bitcoin, even if blackrock, fidelity, or an exchange hold it. I mean, you can make the argument you never "own bitcoin" even in self-custody, you just have a different level of access to the network based on what form of custody you choose. I love all forms of bitcoin adoption, including self custody. It does not make sense for most people to self custody their bitcoin. My heart goes out to the victims of this attack. I cannot imagine how horrible it feels.