📕 Writing The Great Capital Shift 🇦🇹 Austrian Bitcoin + MSTR Podcaster 👨‍💻 Co-Founder @microseed_io Not financial advice. DYOR.

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BREAKING NEWS: $STRC is Switching to Daily Dividends! -> Dividends accrue not every Business day, but EVERY. SINGLE. DAY. Which means: -> Lower volatility for STRC -> STRC trading more consistently around $100 -> The BTC Buying Machine for MSTR will work better. I'm genuinely surprised and impressed on how quick they are showing a response to SATA's Daily Dividends. On their scale that isn't easy. I wouldn't be surprised, if we see 20k+ BTC buys again in the last couple of weeks and months this year from Strategy. Thankfully I got a window seat on the MSTR rocket. Buckle Up and enjoy the next decade towards Strategy becoming the biggest company on Planet earth!
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Robin Seyr retweeted
All valid points that should be taken into consideration.
I sold ALL my ASST shares and bought more MSTR! -> After MSTR reaching a 0% net leverage & being able to pay daily dividends I see 0 advantages for ASST. What speaks for MSTR: -> STRC Dividends truly daily, not business days -> Way more liquidity -> Longer USD duration (3.8 yrs) -> Longer BTC duration (42 yrs) -> Lower cost of capital: (12% vs. 13%) -> Has an S&P credit rating, Strive doesn't. -> Real shot at S&P 500 inclusion. -> MSTR trading at a lower mNav premium (Better value) -> Digital credit is a scale game. -> Institutions will pick the biggest player to partner. Just to name a few, and the only thing ASST has going for it is Size. I hear this argument a lot: "They will grow faster, because they are smaller" With that logic I should probably buy ATIF Holdings, the smallest publicly traded Bitcoin treasury company with a total holding of 0.2 Bitcoin. As they have the most room to grow. You see how this argument makes no sense? So in search of an argument for ASST I always fell back to MSTR is better. And I'm in the game of picking the winner, not diversifying in an industry. I think MSTR is the winner, and it's not even close. Btw: I don't think ASST is doomed. I think ASST will have an amazing performance. I just can't hold it anymore. MSTR is on every objective measurement better. Serious question: Is there any real objective advantage for ASST over MSTR?
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I love Matt & the strive team! -> I publicly announced that I have sold my stack, and instead of ignoring or being annoyed by it. Matt reaches out and wants to debate it. LOVE IT! That’s true role model behavior:
Replying to @RobinSeyr
I’m a huge MSTR fan & think they will crush it. That said, Strive has been & I believe is positioned to be the fastest horse for the entirety of the next bull market at a minimum. Seems like this could make a good podcast between us. Bring any point you want & let’s debate it.
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I can’t find a single reason why asst is better than mstr
I sold ALL my ASST shares and bought more MSTR! -> After MSTR reaching a 0% net leverage & being able to pay daily dividends I see 0 advantages for ASST. What speaks for MSTR: -> STRC Dividends truly daily, not business days -> Way more liquidity -> Longer USD duration (3.8 yrs) -> Longer BTC duration (42 yrs) -> Lower cost of capital: (12% vs. 13%) -> Has an S&P credit rating, Strive doesn't. -> Real shot at S&P 500 inclusion. -> MSTR trading at a lower mNav premium (Better value) -> Digital credit is a scale game. -> Institutions will pick the biggest player to partner. Just to name a few, and the only thing ASST has going for it is Size. I hear this argument a lot: "They will grow faster, because they are smaller" With that logic I should probably buy ATIF Holdings, the smallest publicly traded Bitcoin treasury company with a total holding of 0.2 Bitcoin. As they have the most room to grow. You see how this argument makes no sense? So in search of an argument for ASST I always fell back to MSTR is better. And I'm in the game of picking the winner, not diversifying in an industry. I think MSTR is the winner, and it's not even close. Btw: I don't think ASST is doomed. I think ASST will have an amazing performance. I just can't hold it anymore. MSTR is on every objective measurement better. Serious question: Is there any real objective advantage for ASST over MSTR?
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I sold ALL my ASST shares and bought more MSTR! -> After MSTR reaching a 0% net leverage & being able to pay daily dividends I see 0 advantages for ASST. What speaks for MSTR: -> STRC Dividends truly daily, not business days -> Way more liquidity -> Longer USD duration (3.8 yrs) -> Longer BTC duration (42 yrs) -> Lower cost of capital: (12% vs. 13%) -> Has an S&P credit rating, Strive doesn't. -> Real shot at S&P 500 inclusion. -> MSTR trading at a lower mNav premium (Better value) -> Digital credit is a scale game. -> Institutions will pick the biggest player to partner. Just to name a few, and the only thing ASST has going for it is Size. I hear this argument a lot: "They will grow faster, because they are smaller" With that logic I should probably buy ATIF Holdings, the smallest publicly traded Bitcoin treasury company with a total holding of 0.2 Bitcoin. As they have the most room to grow. You see how this argument makes no sense? So in search of an argument for ASST I always fell back to MSTR is better. And I'm in the game of picking the winner, not diversifying in an industry. I think MSTR is the winner, and it's not even close. Btw: I don't think ASST is doomed. I think ASST will have an amazing performance. I just can't hold it anymore. MSTR is on every objective measurement better. Serious question: Is there any real objective advantage for ASST over MSTR?
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Robin Seyr retweeted
Replying to @RobinSeyr
@RobinSeyr I may need to borrow your barf bag when we go absolutely vertical.
BREAKING NEWS: $STRC is Switching to Daily Dividends! -> Dividends accrue not every Business day, but EVERY. SINGLE. DAY. Which means: -> Lower volatility for STRC -> STRC trading more consistently around $100 -> The BTC Buying Machine for MSTR will work better. I'm genuinely surprised and impressed on how quick they are showing a response to SATA's Daily Dividends. On their scale that isn't easy. I wouldn't be surprised, if we see 20k+ BTC buys again in the last couple of weeks and months this year from Strategy. Thankfully I got a window seat on the MSTR rocket. Buckle Up and enjoy the next decade towards Strategy becoming the biggest company on Planet earth!
Made with AI
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As a shareholder, this is a MAJOR Upgrade and a huge improvement for STRC, but also for MSTR. I have to rethink my ASST position...MSTR is a MonSTR!
Strategy is proposing daily dividends on $STRF, $STRC, $STRK, and $STRD, accruing every calendar day, including weekends and holidays, and paid the next business day, with economics unchanged. The proposed changes aim to support price stability, liquidity, and demand.
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I return to the Bitcoin conference in Amsterdam! -> This was the first ever conference that put me on Stage. This was huge for me. I'm really looking forward to seeing you all again at @bitcoinconfams this year: Use Code Robin to get a nice Discount when you buy Tickets!
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Robin Seyr retweeted
BTC TO $100K EOY | MSTR TO ____? With special guest @RobinSeyr nitter.net/i/broadcasts/1dKrPrpmY…
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Join us:
BTC TO $100K EOY | MSTR TO ____? With special guest @RobinSeyr nitter.net/i/broadcasts/1dKrPrpmY…
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Robin Seyr retweeted
2 hours out. Robin Seyr (@RobinSeyr) joins us today, Austrian Bitcoin & MSTR podcaster, and honestly one of the sharpest voices on both right now. 12:30 ET. Clear your calendar for this one! nitter.net/i/broadcasts/1PJqrroNQ…
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Let's talk BTC & MSTR
Today at 12:30 ET: Robin Seyr (@RobinSeyr) joins us, Austrian Bitcoin & MSTR podcaster with a genuinely sharp take on both. You'll want to catch this one live. See you later! 🫡
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That was fun:
Rugpull Radio is back this Friday 7PM EST! Special Guest @RobinSeyr Bitcoin $BTC Is Property Rights for the World and Strategy $MSTR is the kicking the door In only on @BadlandsMedia_ @rumblevideo Catch all previous episodes ---> rumble.com/playlists/N6IFHf2…
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This conversation once again made me realize how early we’re to Bitcoin.
Bitcoin has 98% of its growth still ahead of it! -> Bear Market ended! -> The wonder of exponential growth -> AI, Abundance & modern work Why Bitcoin matters more than AI with @mike_beatty1
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Bitcoin has 98% of its growth still ahead of it! -> Bear Market ended! -> The wonder of exponential growth -> AI, Abundance & modern work Why Bitcoin matters more than AI with @mike_beatty1
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Get more Bitcoin with invite.io/robin
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A great deep dive we did here:
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Robin Seyr retweeted
Anyone got a contact af @BitGo ? Need to chat with them about a partnership
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