⭕️🔴 \____SKYLINE____/ 🔴⭕️
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Joined February 2015
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🇺🇸 VR_Power 🟧₿🟧 retweeted
$MSTR today is Standard Oil in the 1870’s.
IYKYK.
🇺🇸 VR_Power 🟧₿🟧 retweeted
My podcast conversation with @saturn_credit (@kevinlhr88, @eosborn88). We cover many challenging and nuanced questions on $STRC including buybacks, dividend rate, target price range, and onchain structuring.
Reminder: @Strategy's Q3 2026 earnings call is this Thursday, October 29 at 5 PM ET.
Timestamps:
00:45 CJ's Journey from Blackstone to Strategy
02:30 Strategy's Business Model: More Than Leveraged Bitcoin
08:02 Who Owns STRC? Retail vs. Institutional Investors
11:59 Institutional Demand for STRF, STRD, and STRK
14:02 Has the Selling Pressure from June Finally Ended?
17:15 Why Is STRC's Dividend Rate 12%?
30:55 Are STRC Buybacks a Sign of Weak Demand?
33:20 Strategy's Plans for Its Other Preferred Stocks
39:16 Did Strategy Grow STRC Too Quickly? How Big Can It Get?
45:49 Why Doesn't STRC Have the Same Investor Protections as SATA?
49:32 Why Not Let STRC Trade Above $100?
54:16 Can Strategy Maintain Bitcoin Amplification at Scale?
57:01 STRC vs. MSTR: Are Shareholder Interests in Conflict?
1:00:03 Do STRC Buybacks Undermine the Benefits of Perpetual Financing?
1:03:09 Maximizing Bitcoin per Share: When Should Strategy Issue Equity?
1:08:25 Behind the Scenes: How Strategy Makes Capital Allocation Decisions
1:14:02 Bringing Digital Credit Onchain with Saturn
1:17:35 Who Will Buy STRC During a Bitcoin Bull Market?
1:20:47 The Future of Onchain Credit: Global Access and Structured Products
🇺🇸 VR_Power 🟧₿🟧 retweeted
Physical AI will have a profound impact on our daily lives, but the data surrounding it is still very scattered.
We’re launching PhysicalAIData.com to bring it all together in one place.
🇺🇸 VR_Power 🟧₿🟧 retweeted
Passive income should be passive. $STRC
🇺🇸 VR_Power 🟧₿🟧 retweeted
JUST IN: 🇺🇸 $1.8 trillion asset manager Franklin Templeton files for S&P 500 and Nasdaq-100 ETFs that automatically reinvest stock dividends into Bitcoin.
🇺🇸 VR_Power 🟧₿🟧 retweeted
Strategy is going to print Trillions of Dollars in Digital Credit, create hundreds of billions of dollars in shareholder Value & buy Millions of Bitcoin.
-> MSTR will be the most valuable stock in the world!
It’s all really that simple:
🇺🇸 VR_Power 🟧₿🟧 retweeted
Elon has done it. Grok Bot is officially the best AI agent on the planet.
Half of these Bots would have taken a full engineering team months ago.
🧵: 10 insane Grok Bot use cases (tag your @bot to install these).👇
🇺🇸 VR_Power 🟧₿🟧 retweeted
It is obvious that @elonmusk is Chief Problem Solver of America.
Give him whatever resources he needs and get out of his way.
I explained on @AmericaNewsroom this morning.
🇺🇸 VR_Power 🟧₿🟧 retweeted
SPCX should be up 30% today.
Here’s a great example of how Wall Street discounts what Elon says. Bottom line, analysts cut the low end of his guide in half.
Last night he said they’ll exit 2027 with $500B-$1T in revenue run rate. I believe Elon implied the low was based on adding 10 GW of compute in CY27 and the high end 20 GW.
My take is there’s a 75% chance they add 10 GW, and 2% chance of 20 GW. So we should focus on the low end, or $500B in ARR exiting 2027, or $125B in Dec-27.
Before earnings, the Street was at $31B for Dec-27. He guided to $125B or 300% increase. $SPCX is up 12% on that. It should be 30% plus today.
This morning the Street is at $50B. Since many analysts have yet to update numbers, we look at those that have made changes, and those are at around $70B, compared to the “guide” of $125B. That’s the 50% haircut.
🇺🇸 VR_Power 🟧₿🟧 retweeted
So let me get this straight.
SpaceX gets a 6 month to 1 year payback on MASSIVE compute clusters.
It can then turn around and sell the capacity to customers at MASSIVE premiums as the demand for tokens continues to go exponential.
Once those massive clusters are paid off, it can then repoint that same capacity at its OWN models (Grok/Grok Bot) and make insane margins on clusters that are already paid off.
And it's working on creating an entire vertical stack that includes making its own chips (Terafab).
How is this not the most valuable company in the world?
$SPCX
🇺🇸 VR_Power 🟧₿🟧 retweeted
Thank you, @elonmusk, for investing in the next generation. More than $8 billion has already been deposited into children’s accounts, and this extraordinary donation will push that total even higher.
As @TrumpAccounts continues to grow we look forward to more philanthropists joining the movement and helping children across America jumpstart their financial future.
For more information, please visit TrumpAccounts.gov and download the Trump Accounts app to claim your child’s account today. 🇺🇸
🇺🇸 VR_Power 🟧₿🟧 retweeted
My senses are going off.
Something is happening.
All of a sudden, Fidelity and BlackRock are putting out promotional pieces on Bitcoin.
BlackRock's IBIT just took in $665M in a single day, its biggest inflow in over a year.
J.P. Morgan is now predicting Bitcoin will be the best performing asset over the next decade.
The Bitcoin bull market is going to kick off in a big way.
🇺🇸 VR_Power 🟧₿🟧 retweeted
The Grok Bot wave. Massive growth in just a few days.
Why?
It is the easiest most accessible agent platform thus built, and it keeps getting better,
I am not guessing, I have been using agent systems before we had LLMs and today I can use any bot, but I find @Grok @Bot to be the best on all my test points.
It has not retreated from anything I threw at it. But that’s only half of it. The suggestions are great and unlike any other platform.
The chart is a wave and I say catch it…
🇺🇸 VR_Power 🟧₿🟧 retweeted
The fate of Texas and America is at stake. Vote for @KenPaxtonTX today.
