X THREAD — The Death of Chokepoint 2.0 Kraken just became the first crypto firm in history to get a Federal Reserve master account. Direct access to Fedwire. Same rails as JPMorgan. Same rails as Bank of America. Operation Chokepoint 2.0 is officially dead. Here's why this changes everything. 🧵

Stroke of a Pen I told Opus 5.5 to read my Bitcoin & monetary-history wikis & make a music video with code only. it used ElevenLabs for the track. Then a swarm of agents storyboarded and coded a 3:23 portrait reel. ~75 shots cut on the beats. Had to do 2 revisions - first the people looked like poorly animated stick figures & it rewrote the rigs. Then I said use matrix code to make it more interesting. Impressive!

$STRC is a passenger jet. $BTC is a fighter jet. $MSTR is a rocket ship. Apyx is a cargo ship. Buckle up.

The age of Digital Assets and Digital Intelligence needs a bill of digital rights. My policy prescriptions for prosperity from a fireside chat with @BitcoinConner at @BitcoinPolicy’s Freedom Tech DC summit. michael.com/transcript/saylo…

We Told You So. Now Let Us Tell You What Comes Next. sergiobtc.substack.com/p/we-…

The SEC’s innovation exemption enables 24/7 onchain trading of tokenized $STRC and $MSTR for U.S. investors through qualifying venues. A major breakthrough for Digital Credit and American capital markets.

Well that’s good to hear as it’s the only clarity we’ve got.

Anybody here get the Strategy Jordans when they dropped? I grabbed a size 11, never wore them. Sitting in the box. Thinking about selling — figured I'd ask this crowd first before it just sits on eBay. Link below if you want a look. ebay.com/itm/188905275119?it…

ebay.com/itm/188905275119 Strategy Bitcoin Nike Air Jordan 1 Mid MSTR Saylor Custom Sz 11 SOLD OUT Deadstk

JUST IN: MICHAEL SAYLOR'S STRATEGY MSTR NOW HAS A LARGER MARKET CAP THAN PAYMENTS GIANT PAYPAL THE #BITCOIN EFFECT 🔥

Looking forward to participating and meeting everyone this year at Freedom Tech 2026. At the Jackson Hole Symposium and the recent G20, the focus was on rising digital transformation of the global financial rails. I will be talking about the time mismatch between the rise of AI, BTC and the credit backed fiat human system. Be ready for the collision in 2027 with the rise of billions of AI agents.

The Bitcoin Meet Up George hosts his first bitcoin meet up at a local bar

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-…

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-…

Paint the ₿ears orange.

Bessent gets Drucked. But the bigger story is not just whether 10-year yields “should” be higher. The bigger story is what the administration is actually doing with the old system breaking from AI. TGA talk. Buybacks. Repo plumbing. Stablecoins. Japan. Yen intervention. They are trying to stop the long end from becoming the fiscal disciplinarian. That matters because the old system is running on human time: debt, entitlements, taxes, deficits, and Congress. AI runs on a different clock. Compute demand is exploding. Agents are coming. Tokenization is becoming the global financial rail. Bitcoin is no longer just a protest asset, it is becoming part of the macro time debate. This week’s video is about Bessent, Druckenmiller, Warsh, AI compute, tokenization, Ethereum, Solana, and why Bitcoin may be the cleanest signal that the old clock is breaking. At this point, crypto skeptics do not have to become believers, but if AI is compressing time and the old financial system is still settling in human time, they can no longer afford to stay uneducated. in 2026, Agentic infrastructure was built. In 2027, agentic activity explodes changing market structure, economic activity and time the way we know it. Be prepared for the disruption. Watch here: piped.video/2FND8g-De8Y

We’re ₿ack.

The signs are everywhere.

A useful way to think about $STRC or $SATA is as a self-directed perpetual annuity. Americans bought $464 billion of annuities last year. Michael @saylor has created a product that is better than a traditional annuity bought from an insurance company. It can provide many of the things investors seek from an annuity- predictable income, tax efficiency, and long-term cash flow- but without requiring them to surrender control of their capital to an insurance company. At STRC's current 12% annual dividend rate, $8.3 million invested generates $1 million per year of cash distributions. By comparison, a traditional lifetime annuity for someone around age 55 could require roughly $14–16 million to generate $1 million annually. More importantly, much of the traditional annuity payment represents the insurance company gradually returning the investor's own principal. With STRC you can get your principal back anytime you want.