Nobody should take people from True North or anyone working for Strive seriously for Digital Credit analysis. Independent analysis is needed. There is none in this space. Hence, tribalism will continue. Thank you for your attention for this matter! I love $MSTR.

I been pushing Strategy to be competitive for months. Daily Dividend Announcement Ended Cooperation between Strive and Strategy. My faith in $MSTR never wavered. I only want Strategy to WIN. Strategy will be Glorious Ahead!

We are all on Team Strategy. $MSTR

Golden Bitcoin Bull Run SOON: Once markets perceive Bitcoin risk being lower than AI cashflow and inflation risk, we will fly hard. People will refuse to buy government debt or private credit of any companies. They buy Strategy preferred equities. Game over.

Daily Dividends Announcement is BULLISH for Strategy preferred stocks. $MSTR and $BTC down. BUT! All preferred stocks up. Market like when preferred stocks compete for inflows from digital credit bulls. YOU ARE NOT BULLISH ENOUGH!

$MSTR > $ASST Dracula Cole is panicked that Strive shareholders will sell their shares to $MSTR. Do you see how Cole wants Strategy shareholders to sell their MSTR to ASST via podcasters? Did you know that Dracula Cole is scared to debate with @ryQuant? 😂😂😂

Digital Securities Compete for Liquidity: Bitcoin bulls throw $$$ at companies buying BTC. AI bulls throw $$$ at companies building AI. The two don't intersect, or the entire income market isn't TAM. $STRC has to dominate inflows from Bitcoin Bulls.

$MSTR: NO MERCY

$MSTR: "COMPETITIVE ADVANTAGES" My Bullish Meter has went up by x10!

Rule #1 of $MSTR Shareholder: Defang all competitors. Go block this parasite. Zero value for $MSTR.

I don't get why it's bad to buy more BTC? Hiking dividend rate to 12.25% would allow STRC to buy 1000+ BTC weekly. Tell me why it's horrible? SATA is already paying 13%, you never complained how expensive for $ASST equity holders... Make your mind up!

Once again, Bond market are still crashing. 10 Year yields are now 5.2%. Highest in 19 years. Wild. Best thing you can is hold assets. $MSTR $BTC Dollar will be printed so hard to fight debt.

Here's how the data looks if we take the period from May 26 instead. This was the week following Saylor's announcement that SATA was the most interesting story in Bitcoin and the material reduction in Strategy's cash reserve. This was before the major STRC price dislocation and ongoing recovery to par. As you can see, it tells a very different story to the data presented by Adrian from True North (a Strive subsidiary), which uses a longer period and therefore paints a more favorable picture for STRC.

Strategy refusing to compete against Strive has cost Strategy shareholders hundreds of millions while acquiring ZERO BTC for 2 weeks! Strive acquired 2000+ BTC while Strategy sat on their hands and spent so much of time and $$$ to market with AI slop. HIKE THE RATE!

Do we really need a Digital Credit ETF when you can easily allocate money between $STRC and $SATA? SP500 make sense since it is hard to rebalance 500 companies. IBIT make sense since you have to custody BTC. But STRC and SATA in ETF that you can easily buy them directly?

Why not set the $STRC dividend rate to 10%? Notional would go to about $5 billion via buybacks. Insane savings for $MSTR holders ($500m annual cost)! EASE THE DIVIDEND RATE TO 10%!!!!!!!!!!!!! (Poking at people on X who are against a dividend hike to show the fallacy)