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The great Friedrich Hayek said:
"I don't believe we shall ever have a good money again before we take the thing out of the hands of government, that is, we can't take it violently out of the hands of government, all we can do is by some sly roundabout way introduce something that they can't stop."
Most people think this is Bitcoin. They might be correct.
However, Bitcoin isn't sly. It's a punch in the mouth to governments and banks. It's loud and proud.
Strategy's ecosystem is sly. It's hated by Bitcoin purists, developers, and fundamentalists. It's also ignored by rating agencies, Wall Street, and just about everyone in finance.
Saylor is building what Hayek described, using Bitcoin as the tool to create the ultimate Trojan horse.
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Jared retweeted
People like @mattkratter do more to slow the growth of broad P2P Bitcoin use and self custodial Bitcoin than the “suitcoiners” they criticize.
Their talking points are not relatable to the vast majority of people, and their disrespectful nature is a turnoff to most people that don’t already hold Bitcoin. I’ve never even interacted with Kratter and he blocked me and several other “suitcoiners” while falsely attacking our characters and intentions.
These actions hurt him and the things he’s concerned about, and almost don’t matter for us. I’d simply ignore it & not comment if it wasn’t for the fact that I care about increasing adoption of self custody Bitcoin and P2P use & see his actions as a risk to achieve that goal. There’s some irony there…
With regard to Digital Credit, I’ve never had a single investor bring up a concern from something said by Kratter or others in his circle. The unfortunate reality for them is they have a small echo chamber and little organic distribution.
My conclusion from these interactions is that unless they change course in a major way and have an ego death, it will fall on our industry to teach the importance of self custody Bitcoin, using Bitcoin P2P, and running nodes, as I don’t think most of these critics are capable of doing it outside of their small circle.
The good news is people like yourself and many others are up for the task. I’m up for it too.
It’s important.
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"I was once asked why I don't participate in anti-war demonstrations. I said that I will never do that, but as soon as you have a pro-peace rally, I'll be there."
~ Mother Teresa
It's the same with Strategy. Why not just be pro bitcoin instead of anti-Strategy?
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Strategy spent $5.823B on Bitcoin from 2020 thru 2023 (41 months).
Strategy spent $7.255B on Bitcoin in 1Q26 (3 months).
"The greatest shortcoming of the human race is our inability to understand the exponential function."
~ Pro. Albert Bartlett
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Yup!!!
Let me tell you about the most beautiful thing I have ever seen in the history of financial markets.🧡
$STRC , Strategy’s preferred equity, has been trading for less than 9 months.
This past week its price ranged from $99.99 to $100.01.
Read that again:
TWO BASIS POINTS OF VOLATILITY.
While paying an 11.50% monthly dividend. A tax equivalent yield approaching ~20% for anyone living in California or New York.
The Sharpe ratio doesn’t have a number for this. The formula breaks. The model errors out. The quant stares at his screen in silence.
This is not a financial instrument. This is engineering. This is someone sitting down with AI and deciding to build the perfect product and then actually doing it.
Michael @saylor and @Strategy didn’t just discover Bitcoin. They discovered Digital Credit, and STRC is its purest expression.
A AAA-grade yield machine wrapped in 2 basis points of weekly volatility, trading on NASDAQ like it has somewhere better to be.
Finance textbooks will need a new chapter. Then a new book. Then an entirely new curriculum.
Because in 2026, a 9 month-old instrument is already eating Wall Street’s lunch.
Imagine 2036….
By then, Strategy won’t be a company. They’ll be Godzilla, showing up to the global capital markets playground, breaking every benchmark, every model, every assumption the old world of fixed income ever built its house upon.
History is being written. Right now. In real time. 🟢
$STRC $MSTR #Bitcoin #DigitalCredit #Strategy
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Jared retweeted
There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild.
He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed.
When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them.
Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate.
The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions.
Luck isn't random. Luck is surface area. And surface area is a function of movement.
The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean.
That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.
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$STRC volatility has reached an all-time low of 1.5%, driving its Sharpe Ratio to an all-time high of 5.37—setting a new standard for risk-adjusted performance.
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MSTR has only two purchases over 30,000 BTC...back to back in November 2024 during a parabolic run.
If STRC continues to perform like it is then we will see 30,000+ every single week!
P.S. I'm expecting 50,000 this week🤯
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