#STRC back at $100 par + #STRC monthly dividend lock-in coming this week = expect #STRC issuance to resume in full force #MSTR well above 1.22 mNav break-even cited by Strategy for #BTC purchases. Strategy USD reserves well below 2-year dividend coverage target. So, will Strategy use #STRC to buy #BTC or to repletion USD reserves? Will they raise even more capital by issuing more #MSTR for either purpose as well? All signs point to all of the above - despite recent signalling (the obvious) that they will "probably sell some of their Bitcoin eventually".

Ummm... Wut? The national debt is not at $31.27T; it's well above $38T. I'd accuse someone of trying to gaslight the public into thinking things aren't as bad as they *actually* are; but upon closer inspection, this just looks like 'news' outlets lazily regurgitating the same erroneous slop. (If the Bureau of Economic Analysis is indeed the source of this, they appear to have since taken it down). View quoted note →

Strategy's #MSTR dashboard now includes sats per share. Check out what symbol they're going with. It's your move @jack.

"Let's agree it would be good for both of us to stop beating the shit out of each other.... but only after we beat the shit out of each other for another 6 hours first." View quoted note →