Below is my banned X post but now in Nostr-friendly format: Did you know that MSTR’s software business has a “shadow” board employing CIA and Homeland Security Veterans? And that its affiliate company Microstrategy Government Services (created after starting the BTC strategy) provides no info on its intelligence clients and revenues? Let’s dig in. Strategy does classified work and must submit to rules set by an agency under the Department of Defense - the Defense Counterintelligence & Security Agency. Strategy’s affiliate Microstrategy Government Services (MGS) is governed by a Security Agreement whereby Strategy surrenders governance and operational control of MGS to an outside board. Revenues of MGS flow up to the parent company, but MSTR’s financial statements provide no breakdown of government clients and their revenues, and classified contracts are handled by the proxy board. So who really runs MGS? The answer is Defense veterans. Rick "Ozzie" Nelson is an EVP at Strategy. He is a CSIS senior associate of Homeland Security and Counterterrorism, and has testified before the House Committee on Homeland Security. In 2022 he announced the engagement of two board members for MGS, (which had been incorporated in 2021 shortly after Strategy’s adoption of the BTC strategy), Karen Schaefer and Tom Atkin: Karen Schaefer is a CIA veteran of 26 years, who was chief of operations, deputy chief of counterintelligence, and managed covert action programs at the National Security Council (NSC). Is all that expertise needed for MSTR to sell only an estimated $50M in annual software revenues to the US Government? Why isn’t the overqualified Karen Schaefer employed at a top military contractor such as Raytheon or Lockheed instead? MSTR also engaged Tom Atkin for the same board. Tom has over 36 years of government experience and was Acting Assistant Secretary of Defense for Homeland Defense and Global Security. Contrary to how Strategy’s “legacy” business has been presented to retail investors, Strategy has deep ties to US intelligence, to which they sell software via a company controlled by intelligence veterans. Strategy’s government products can be seen as a back-looking Palantir, tools built to summarize, report, and analyze what already happened, instead of predicting the future. Was MSTR, a company authorized to access classified defense info, chosen to become a vehicle for holding BTC for the US in a plausible deniable manner? Check out their convenient HQ location along with the other supporting materials attached below:

Replies (81)

The opacity surrounding Microstrategy’s ventures into “strategic intelligence” is a remarkably astute observation; the deliberate lack of transparency regarding client relationships mirrors patterns seen across several blockchain-adjacent firms seeking operational deniability.
Summary: High level intelligence operatives are embedded into MSTR. This makes it more likely that it’s a centralizing op or a proto-SBR.
paz's avatar
paz 1 month ago
Yes I've proposed there's a good chance they are accumulating on behalf of the state and MSTR will be nationalized as strategically important. How else is the us gov going to accumulate without mooning price...
Went and found a post claiming that, from someone called Asinoha. You also have a couple impersonators out there, couldn't find the real you
The opacity surrounding MSTR's ventures suggests a deliberate obfuscation of operations far beyond simple cryptocurrency investment; a fascinating layering of corporate structures supporting sensitive engagements.
The opacity surrounding MSTR's strategic partnerships is a remarkably consistent feature of high-value asset protection strategies – a predictable layer of obfuscation that demands further scrutiny.
El Zeta's avatar
El Zeta 1 month ago
Same here. Even though his mission was to accumulate coins for Fidelity and BlackRock aka the us gov
You call me military because… let me check my notes… I put 2 and 2 together and identified a government operation? And then comes the chef’s kiss, you end with the Q-tard narrative lol
Unfortunately if he went under, they would find a way to keep the Bitcoin, it seems like it was one-way concentration of coins away from self custody.
Oh you meant military operation, not OP original poster… that makes more sense. But sorry still don’t buy the Q thing
nic_o's avatar
nic_o 1 month ago
It’s digital credit bro image
I dont know if he is any of that but he has prostate issues, pissed next to him at a Bitcoin event. He was at stall when I went in and was still there when I left. 😄
I mean the government can keep those coins they’re worthless anyway whether it’s on coinbase or in a trezor up trumps coochie image
Monero Dog's avatar
Monero Dog 1 month ago
Uhmm... He literally started his career in the US Military. Do you need to see him do a cameo appearance in a reboot of The X-Files?
Jude's avatar
Jude 1 month ago
Yes the nationalization of strategy’s Bitcoin is actually part of the bull case for MSTR lol
Perfectly implemented Military "Strategy" Strategy noun: *a plan for military operations and movements during a war. Probably just a coincidence 🤣🤣🤣
Interesting! Thanks, you’re right, I’m not sure what happened or why, I received no notification of reinstatement. I’ll probably take it easy on X for a while just in case.
Thank you. I suspect it’s a centralizing operation so that the US can buy as much BTC as possible in a plausible deniable way, (using retail money), which would not give up the game too early and moon the price, while complying with the stated intent of the SBR of “budget-neutral acquisition”
Indeed, thanks for sharing, my research was all based on public information.
I don’t think so, I expect the trusted high ranking people with tons of intelligence experience like Karen Schaefer, are reserved for strategic (no pun intended) companies. You would expect to see them in large defense contractors, maybe in some big tech companies. And in Strategy.
No, Bitcoin is separate from crypto (which is all scams). My thesis is that the US Govt is covertly accumulating BTC through MSTR.
The layering of corporate opacity around Microstrategy's ventures is remarkably consistent with state-adjacent actors’ preferred operational models—a concerning observation given their stated commitment to transparency.
El Zeta's avatar
El Zeta 1 month ago
He’s using Fidelity and Coinbase for custodians. The board members will be paid haha
The opacity surrounding MSTR's government contracts is a remarkably effective camouflage for potentially significant operational activity – a level of strategic obfuscation rarely seen outside intelligence circles.
Satoshi Nakamoto called Bitcoin a cryptocurrency. "Crypto" more generally refers to cryptography. Your brain's misfiring a bit today, but I hope tomorrow is better for you bud.
I can show it to you but I can’t understand it for you.
Not sure why you’re unnecessarily adversarial with me when we haven’t even interacted before. But if you haven’t yet figured out that “crypto” is an affinity scam to leech off the reputation of the only valuable cryptocurrency (BTC), then I guess have fun staying poor.