30 year F-16 Fighter Pilot, current airline pilot and Bitcoin bullish investor.
Blackwood, NJ
- Tweets 2,518
- Following 455
- Followers 575
- Likes 2,472
Yup! Well said. $MSTR 🚀🚀🚀
You missed the second $MSTR generational bottom of your lifetime. Congratulations.
But it gets worse.
You did this despite the fact that the last bottom was only four years ago and this time the company was in materially better shape and far less underwater than it was last time.
Also, it had just launched a highly successful preferred equity less than 1 year prior, and there is a publicly available dashboard attesting to the robustness of its solvency in exhaustive detail.
The only honest conclusion is that you are retarded and you deserve to be poor.
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Artfully done and framed. I love the idiot reporter, “ I don’t think it would be appropriate for us to comment on that when we’re here to ask you questions.” Unwilling to say the media lied well past having accurate data.
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DrifterF16 retweeted
$ASST Market Cap ATH to end the week.
Passed WD-40 today. Squeak free $ASST .
WD-40 has been a public company since 1973 (53 years)
Strive Tracking Day 123
$ASST is now ranked 1,459th largest public US company by market cap.
Jumped 14 companies today.
44x to top 100.
6x to top 500.
367th largest by dollar volume.
$240,000,000+ traded today.
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DrifterF16 retweeted
Emotions neither prove nor disprove facts. There was a time when any rational adult understood this. But years of dumbed-down education and emphasis on how people feel have left too many people unable to see through this media gimmick.
- Thomas Sowell
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DrifterF16 retweeted
Sowell’s Detroit file is brutal.
Every time the city hiked the income tax, revenues fell. People left. The tax base shrank.
In 2008 Gibson asked Obama why raise rates on the rich when lower rates often bring in more money. Obama’s answer: social justice.
Sowell’s translation: revenue is not the point. Getting voters angry at the rich is the point.
Coleman Young won that game in Detroit. The city lost.
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DrifterF16 retweeted
Strategy has acquired 4,603 BTC for $370M, increased USD Cash by $29M, and repurchased $152M of $STRC. As of 8/30/26, we hold 845,050 bitcoin:native and $6.71B of USD Assets, bringing Net Leverage to 0.0%. $MSTR strategy.com/press/strategy-…
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DrifterF16 retweeted
A friendly reminder that MSTR goes to $1,000 and outperforms Bitcoin even if Strategy never buys another Bitcoin and the mNAV stays at 0.99x mNAV forever.
Anything Saylor and Phong do from here is just added gravy.
The STRC machine will turn back on. Digital credit is in its infancy.
Bitcoin is inevitable.
Trust the MIT rocket scientist's math. He knows.
$MSTR
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DrifterF16 retweeted
In the United States, if you destroy a Bald Eagle egg:
$100k fine.
1 year in prison.
Because an unborn Eagle.
Is still an Eagle.
I wonder how else this applies.
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DrifterF16 retweeted
Take the car out of the garage, park the car back in the garage. $SATA
5 cents of volatility, $35 Million of liquidity. 13% APR
JP Morgan preferred $JPM.PRD has 6.2% effective yield, and traded ~ $4M in volume today.
SATA roughly 8.75x the volume of JP Morgan preferred stock
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Strategy increased USD Reserve to $5.10B, established additional USD Cash of $1.59B, and repurchased $136M of $STRC. As of 8/23/26: Strategy holds ~4% of Total BTC Supply and has ~0% Net Leverage. $MSTR strategy.com/press/strategy-…
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DrifterF16 retweeted
The more I study $ASST vs $MSTR, the more nuanced my view becomes.
The $MSTR bulls will tell you dilution doesn’t matter if Bitcoin per share keeps increasing. They’re right.
@GrainofSaltSF and @AdamBLiv make a strong case that you have to judge the entire capital structure, not just the share count.
But here’s my question:
Did $MSTR maximize common shareholder value during this bear market?
I’m not convinced.
$ASST appears to have been more disciplined with capital, maintained a higher mNAV, and built its Bitcoin machine without hammering the common at the same scale.
I own a massive $MSTR position, so I’m not rooting against it.
I just think $ASST may have the better setup from here.
Tell me where I’m wrong.
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DrifterF16 retweeted
Strategy increased USD Reserve to $5.10B, established additional USD Cash of $1.59B, and repurchased $136M of $STRC. As of 8/23/26: Strategy holds ~4% of Total BTC Supply and has ~0% Net Leverage. $MSTR strategy.com/press/strategy-…
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Completely true. Obama’s political career started with fraud.
🔥 THEY SAID IT NEVER HAPPENS… UNTIL IT DID RIGHT IN FRONT OF THEIR FACES 🔥
A CNN panel just exploded.
Bush White House spokesman Pete Seat is sitting THREE FEET from Obama’s own strategist David Axelrod…
And he drops the nuclear truth:
“Barack Obama got on the 2008 Indiana primary ballot because Democrats in St. Joseph County submitted FRAUDULENT petition signatures. People — including the county Democratic chair — went to JAIL over it. He shouldn’t have been on that ballot.”
Axelrod freezes.
“How did that get determined?”
Seat doesn’t flinch:
“It was exposed TWO YEARS later. Went through the courts. People went to jail. That’s the problem… nobody caught it before he was already on the ballot.”
FACT CHECK: 100% TRUE ✅
In 2013, four Indiana Democrats were CONVICTED for forging those signatures — literally copying names off old petitions. Even a former governor’s name was forged. County Democratic Chairman Butch Morgan went to PRISON for orchestrating it.
The thing they swore “never happens”…
HAPPENED.
And a party chairman did hard time for it.
Election fraud isn’t a “conspiracy theory.”
It’s a documented crime.
And they got away with it long enough to change history.
Share this before they try to memory-hole it.
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New Episode Today: 3PM PST/6PM EST
True North Episode 77: We're So (Buy)Back
Agenda:
- Balance Sheet and Credit Quality Update
- Buybacks / $MSTR / US Treasury
- Strategy Q/A
Have questions you want answered on the stream?
Ask them here: tnorth.com/ask
$STRC $SATA
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Listen up $MSTR haters…
$MSTR needs $BTC to appreciate just 2.5 to 3% annually to pay dividends forever.
$ASST needs 6.7 to 7%.
Jane Street needs 20% just to service their GPU debt.
M2 money supply grows at 7% a year.
Bitcoin has compounded at 40% over its entire history.
One of these break even requirements is extraordinarily easy to meet.
One is nearly impossible.
Guess which one is being called the death spiral.
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