Not Financial Advice. Purely entertainment. My opinion(s) only. Chaos theorist. Lean into the FUD.
Mars
Joined February 2025
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MonSTeR retweeted
I still remain very bearish on $ASST.
Its premium has compressed from around 2.20x to 1.59x mNAV. While some may view this as cheap, I’ll continue to reiterate that a small market cap is NOT a business model.
With $SATA now trading $5 below par and $SATS dropping like it's hot, I doubt they will be making anymore significant $BTC purchases anytime soon.
At 1.6x mNAV and no clear way to acquire more $BTC, I still believe $ASST is overvalued.
Welcome to the Bear market and the AI rotation 👇
Bitcoin is the Truth and Strategy is its Messenger.
Go Long.
2034🟠
I always do👇
Bitcoin is the Path and Strategy leads the Way.
Mission Bitcoin is Mission Strategy.
@zaidlikesmstr
2034🟠
Keep the long term picture in mind. This graph uses the DNA of Bitcoin, the local slope n, that is in theory a constant but in reality a stable distribution around 5.7.
Modelling this distribution gives us a predictive model of Bitcoin behavior that we can use for Monte Carlo simulations. Here a show 1000 possible, coherent histories.
The median of all paths is the power law.
1 M BTC in 8 years is the median result.
MonSTeR retweeted
$MSTR
Posts like this make me even more bullish on Strategy.
It makes it increasingly clear who is worth backing in this industry.
There are people who spend a lot of energy tearing others down, making a controversy out of every little development and pushing ideological positions that could harm Bitcoin in the long run.
Then there are people who focus on building, creating value and bringing Bitcoin to the world.
Saylor and Strategy have arguably done more than anyone else in this space to advance Bitcoin advocacy and adoption.
The contrast speaks for itself.
What’s disappointing is seeing people jump on the opportunity to turn someone’s personal decision into controversy simply for views.
Strategy explicitly stated that Andrew Kang’s departure was for personal reasons, with no disagreement over the company’s operations, policies or practices.
Yet people are already manufacturing a narrative without any evidence.
This is one of the less appealing aspects of X.
People are so eager to find reasons to criticise @Strategy that even someone’s personal life decisions become ammunition.
But I suppose that’s part of being the most interesting company in the Bitcoin ecosystem.
People simply can’t get enough of it.
$MSTR CFO just resigned. A sudden departure like that is almost always a huge red flag for any company. Think Enron, WorldCom, Lehman Brothers, etc
MonSTeR retweeted
Binance has committed its own balance sheet to making customers whole. I expect it to deliver. Our industry will learn from this incident, strengthen security, and emerge stronger and more resilient.
Binance has begun recovering affected assets for users and continues to work with law enforcement, issuers, blockchain intelligence firms and industry partners to trace, freeze and recover additional funds.
The company has already publicly committed to cover losses through company funds in the prior announcement.
Binance has already reserved over $6.34B of company funds to cover this incident. $5B of these funds are already held in the exact token assets that were impacted. We are completing the purchase of the remaining amount by buying token assets through market channels and OTC channels. We are doing this to match the format of the remaining token assets and address any asset shortfalls. This step can take longer because some tokens may have low liquidity and OTC settlement also takes time. We will share more progress as soon as we can.
These figures do not include frozen or protected assets, which remain subject to ongoing recovery and verification. Currently, $3bn has been frozen, with thanks to our industry partners. We are working with partners and law enforcement to recover the frozen assets.We will continue to use company resources to cover confirmed shortfall and will provide further verified updates as recovery efforts progress. Ultimately, all user funds will be verified publicly through our Proof of Reserves.
We will weather this storm. Thank you for the support.
This!👇
Bitcoin is the Tidal and wave and Strategy harnesses its Power.
Go Long.
2034🟠
Bought some more $BTC spot here.
I have been progressively adding exposure on each of these drops & will continue to do so.
If we sweep 74K, I’ll be buying more spot. I’m already heavily exposed from 65K, and if I’m fully filled, my average spot entry will move up to around 67–68K.
MonSTeR retweeted
Phong Le: "We think we can outperform what $MSTR did in the last bull market."
MonSTeR retweeted
Strategy announces Q3 2026 results:
- $21 billion operating income, our largest quarter ever
- $21 billion capital raised YTD
- Returned $STRC to health
- 848,517 $BTC held, up 26% YTD strategy.com/press/strategy-…
MonSTeR retweeted
Strategy announces Q3 2026 results:
- $21 billion operating income, our largest quarter ever
- $21 billion capital raised YTD
- Returned $STRC to health
- 848,517 $BTC held, up 26% YTD
strategy.com/press/strategy-…