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Few remember that Bitcoin's five-year return actually turned negative in December 2022. That coincided with the absolute bottom of the bear market.

$MSTR holds $61B in BTC, but its market cap is only $49.5B. That's a 19% discount!

Bitcoin

$ASST is leverage maxxing, which might pay off well if bitcoin rips higher. High volatility also makes $ASST options great. However, the high cost of its preferreds (13.25%-16%) will be a real drag on the common shares if BTC continues to chop sideways.

Just watched the Blacklift presentation. 100% chance they get steamrolled by SpaceX. $ASTS is cooked.

Bitcoin has no CEO. That's a feature, not a bug.

There it is

Strive is paying 13.25% and 16% for its Bitcoin through $SATA and $SATS . Strategy argues that raising the $STRC dividend above 12% doesn't matter, preferring to support the share price through buybacks. Only one of them is right.

A bold strategy. Let's see if it pays off.

$STRC marketing is getting really good

Robotaxi all day

Elon on hiring Jensen Huang if he gets ousted from $NVDA.

$MSTR’s best days are still ahead of it.

Bitcoin has outperformed the best-performing stock this decade simply because it has no CEO.

F MSCI. F MSCI in its stupid butt.

Breaking: MSCI to delete $MSTR from MSCI USA Index at Nov 30 close.

Yup

MSCI needs $MSTR far more than $MSTR needs MSCI.

Bitcoin: The final shakeout before the next breakout.

YTD performance of Bitcoin treasury companies: $ASST has reclaimed the top spot.