Virtue signaling for the group of murderous pubescent boys on lord of the flies who just screech like rabid monkeys on X gaslighting people asking legit questions by calling them pedophiles immediately. nitter.net/i/status/2072828299097… BIP110.2.0?

I give warning last year about Japan yield increase cause all us go on Only fan spread butt cheek for avoid starvation. Now Japan bond yield AND America bond yield both increase. ARE YOUR BUTTHOLE READY FOR MAKE SOME MONEY?!??!? Summary of old tweet below: > Japan go through deflation for much long time, maybe since 1980s. This mean their price of goods keep go down. Why? Low birth rate. >If everyone old, no one buy anything. If no one buy, price alway be low. >Japanese government then say, “okay, we print much money try make price go up”. >So Japan print much money, and also make interest rate be zero for long time. > all venture capital and hedge fund borrow Japan money, use for buy America asset > price for all asset in America go up > now Japan say “okay nigga, no more cheap money. Pay high yield now” > now all world hedge fund and private equity must sell asset for pay back borrowed Japan currency > now all asset price crash. Company no money. Cannot raise capital, must fire people > you and me must go on onlyfan sell buthole picture for not be starvation Oh no.

Oh my god. My friend. Open your ear most wide. Japan yield go up very, very bad news. This piece of news mean we all soon go be only fan sIut sell picture of buthole for make money. Why? I explain > Japan go through deflation for much long time, maybe since 1980s. This mean their price of goods keep go down. Why? Low birth rate. >If everyone old, no one buy anything. If no one buy, price alway be low. >Japanese government then say, “okay, we print much money try make price go up”. >So Japan print much money, and also make interest rate be zero for long time. > all venture capital and hedge fund borrow Japan money, use for buy America asset > price for all asset in America go up > now Japan say “okay nigga, no more cheap money. Pay high yield now” > now all world hedge fund and private equity must sell asset for pay back borrowed Japan currency > now all asset price crash. Company no money. Cannot raise capital, must fire people > you and me must go on onlyfan sell buthole picture for not be starvation Oh no.

The era of always-on capital markets is here. Daily dividends, 365 days a year.

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.

The Mayer Multiple is just waking up. Damn… I miss Preston Pysh. $BTC

Comparing gold, Bitcoin and the S&P500, which has the record for the longest stretch underwater (price sitting below its all-time high)?🤔 - - - This kind of blew my mind. If you take a look at depth and breadth of drawdowns for each, Bitcoin obviously takes the prize for depth 🟠 But, it ranks 2nd in terms of time spent underwater - a record of 1,175 days (~3.2 years), compared to 🔵 S&P's 744 days (~2 years), and 🟡 gold's 3,256 days (~8.9 years) Gold fell less than HALF as far as Bitcoin, and took almost 3x longer to recover from it. I'll take the violent drawdown that ends over the shallow one that just sits there, especially as Bitcoin's path seems to be fairly predictable.

ASST and what's living and breathing in the Data: Warrants are what everyones looking at so let's see how the last few months have looked and how significant Monday through Wednesday were. 4 Slides showing: How Far It Moves, What Changed, What the Premium Buys , and What Happened This Week $BTC $ASST $SATA $MSTR $STRC cc. @GrainofSaltSF @AdamBLiv @ZynxBTC @PunterJeff

I look to @AngryBuhda for @Strive ASST option analysis. That's the tweet. Bullish. Plan accordingly.

RT @monster_models: I love the visuals behind this infographic. So I thought I'd jot down some notes to help anyone who was a bit confused…

On Tuesday, I joined @BitcoinConner for a fireside chat at @bitcoinpolicy’s Freedom Tech DC summit to share my policy prescriptions for prosperity in the age of Digital Assets and Digital Intelligence. Individuals and companies need a bill of digital rights, not a bill of restrictions. I believe regulators are better positioned than Congress to advance those rights. 02:24 - Digital assets taxonomy and the path from $3T to $100T 03:03 - Digital tokens, capital formation, and 10 million new companies 05:46 - Digital currency rights: stablecoins, yield, and competition 08:07 - Bitcoin as Digital Capital: bank custody, credit, and fair rules 11:25 - $1.6T of unbanked Bitcoin capital and why bank adoption matters 12:59 - Tokenized securities, self-custody, and competitive credit 15:59 - Clarity as a bill of restrictions vs. a bill of rights 18:43 - The next 24 months: CFTC, SEC, Treasury, and White House leadership 27:14 - AI agents, 24/7 markets, and 20th-century financial rails 32:03 - Why AI agents need pure digital money and digital assets

Been meaning to make a thread about this Specifically, on how Taproot script-path spends work, and how @arkade_os uses them to deliver non-interactive atomic swaps on Bitcoin Unfortunately I'm pretty busy with other stuff atm, but here's some of things I'd like to cover: - Script-level timelocks (BIP65/BIP112) enabled the hash timelocked contract (HTLC), which is the foundation for modern atomic swaps - SegWit then gave us the ability to protect against a malicious solver blocking a maker from refunding an expired atomic swap (but still allowed for the solver to delay executing the swap, a.k.a. the free option problem) - Taproot built on SegWit via merkelized alternative script trees (MAST), which effectively uncapped the number of ways an atomic swap can be executed, e.g. who needs to be involved to do a claim/refund - Arkade extends Taproot by emulating covenants, allowing for atomic swaps with enforceable destination amounts and addresses. This enables non-interactive swaps where neither party need to come online to execute it, e.g. a Lightning swap direct to a cold storage address - Non-interactive swaps also eliminate the free option problem, which is where a maker takes on the risk of exchange rate fluctuations. This paves the way for trust-minimized swaps between native BTC and stablecoins, like USDT on Ethereum and USDC on Solana

As I alluded to earlier today, I've spent the last two days working on an exciting feature that captures an important nuance in Bitcoin treasury management. The idea is simple. Every Bitcoin treasury company runs some amount of amplification (leverage) — primarily preferred stock or convertible debt — against its BTC. More amplification means more BTC per share on the way up. It also means the common equity gets wiped out faster on the way down. Until now, the Monster Model let you set a constant amplification target and watch what happened as the dynamic treasury management engine attempted to steer either company towards its target under the conditions set by your other parameters (BTC projection path, $STRC / $SATA growth path, USD management, etc.). But that didn't prevent the modeled company from drifting towards a balance sheet whose equity is wiped out in a crash. Now you can pick a share price you want $MSTR or $ASST to survive down to, and the model solves for the most amplification the company could carry if Bitcoin fell and mNAV collapsed. I call it the defensive amplification target, and it's now fully integrated into the dynamic treasury engine. If the system can run nominally, it does; but if the balance sheet gets stressed according to the parameters you specify, it sounds the alarm and begins taking decisive action. The feature calls for you to give it three things: (1) a share price to defend; (2) an mNAV to assume in the crash; and (3) how far Bitcoin might fall (as a fraction of its power law trend). The model works backward to the maximum liability load that still clears your defensive price, converts that to an implied amplification target, and pulls the company's target amplification down to that implied target whenever your own constant target would be higher. The new feature is off by default, so if you want to experiment with it, you'll need to toggle its checkbox, which you can find in the "Defensive target" fieldset in the Amplification section of the parameter pane. Two things I learned while building it that I didn't expect. → The first: capping the target isn't enough. The model doesn't hold amplification at the target — it accepts anything inside a tolerance band around the target, and only acts decisively to delever when amplification exceeds that band. So the target can read as being exactly where you set it while actual amplification sits at the band's upper edge, above your limit. The defense mechanism has to bind the upper edge, not the center; otherwise the width of the band is amplification you never authorized. At the sensitivities involved, a tolerance of 0.01 (one percentage point) in amplification ratio is worth about a dollar of share price — so your $80 floor quietly becomes a $79 floor. → The second: which dollars count. The model tracks "effective USD" — an internal metric inspired by the extension of the model (which was originally @Strategy-only) to @Strive. The Monster Model defines effective USD as all USD assets plus a user-specified haircut on any third-party perpetual preferreds the company holds. That's fine for normal reporting. But as we saw this summer, perpetual preferred equities are least saleable exactly when the common equity is under the most stress, which is the scenario you're trying to defend against. So the defensive calculation uses pure USD while everything else keeps the effective figure. Two different questions, two different answers. (If you don't like the idea of valuing PPE above $0 even during normal operation, feel free to change that parameter; it's called "Fraction PPE counted in Effective USD" and can be found in Strive's "USD and PPE Assets" section in the parameter pane.) If I'm being totally honest, this new feature is just absolutely sick. Watching the dynamic treasury management logic simultaneously dial back on preferred issuance while ramping up use of the common equity ATM to delever so that it can defend your chosen share price at your chosen power law level is an almost religious experience. This is reflexivity in motion, and highlights the power of modeling treasury companies (and Bitcoin itself) with a non-linear dynamical system. Also shipped: → A break-even mNAV basis toggle. Break-even mNAV marks where issuing common stops being accretive — but "accretive" has two meanings. Gross BTC per share is the one BTC Yield measures, and it ignores liabilities entirely. Net BTC per share counts only what's left after senior claims. Those give different answers, and the model was silently picking one based on which mNAV variant you were looking at. Now the user gets to choose, and the choice is always explicit. This is what I called a semantic bugfix in my earlier post from this morning. → As for the technical bugfix I alluded to — that turned out to be a false alarm stemming from Opus's misunderstanding of some of the nuances of the model's mNAV calculations. Once it understood, the issue became clearer, and the LLM agreed that there was only ever a semantic ambiguity. → The power law reference curves moved from +/- 40% to +/- 50% of trend, which is a more honest benchmark after the drawdown we just lived through. → And a batch of quieter fixes: terminology standardized across the parameter and series documentation, so "selected liabilities" and "USD assets" mean one thing each instead of three. The new changes are live at monstermodels.live. Please let me know if you encounter any issues, and as always, thank you for your support. 🧡 $MSTR $ASST $STRC $SATA $BTC #Bitcoin

This was never about protecting the user's ability to run Bitcoin on low compute hardware. It was about control. Protecting decentralization was their argument, now the mask came off: they were always trying to become the center.

JUST IN: #Bitcoin treasury company Strategy $MSTR surpasses retail brokerage giant Robinhood in trading volume and becomes the 21st most-traded stock in the U.S. 🔥🚀

Stretch your income. $STRC

When I see everyone who told me bitcoin would go to $40k

Central planning intensifies.

JUST IN: Strategy $MSTR CEO Phong Le just said they might launch another perpetual preferred stock under the ticker $STRU. "We need a $STRU out there to finish off all the letters." 👀 STR𝗙 STR𝗨 STR𝗖 STR𝗞 STR𝗘 STR𝗗