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If you think Bitcoin is the play of the century
Wait until you understand what @saylor is doing with MicroStrategy
Satoshi ₿. Sovereignty retweeted
🚨 BREAKING: AtlasIntel, the most accurate pollster from 2024, just dropped a poll showing Michele Tafoya within two points of Peggy Flanagan.
🟦 Peggy Flanagan 48%
🟥Michele Tafoya 46%
Minnesota is in play for Republicans.
Vote for @LisaDemuthMN, @Michele_Tafoya, @GOPMajorityWhip @TomEmmer, @DrScottJensen, @RyanDWilsonMN, @TadJudeMN, and @RonforMNAG 🇺🇸 Time to take back Minnesota 😎
Satoshi ₿. Sovereignty retweeted
I don't mind $MSTR swapping common shares for BTC even if it is not accretive.
Saylor is removing BTC from the hands of paper-handed plebs who don't understand the asset.
That's always a good thing.
Satoshi ₿. Sovereignty retweeted
Summary of Activities:
$MSTR: 1,178,55 shares sold for $164M
$STRC: 2,092,035 shares purchased for $208.2M
$BTC: 811₿ purchased for $65.5M
Cash Reserve: $98.5M added
Strategy has acquired 811 $BTC and repurchased $208M of $STRC. As of 11/1/26, we hold 849,327 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy-…
Satoshi ₿. Sovereignty retweeted
It’s time for common sense measures to make life more affordable for our seniors, service industry workers and those who pull extra shifts to support their families.
I’m the only candidate in this race for governor who has fought for and committed to eliminating the social security tax for all seniors, and ending tax on tips and overtime.
Read more about our Affordability Plan: lisaformn.com/affordability-…
Vote for @LisaDemuthMN, @Michele_Tafoya, @GOPMajorityWhip @TomEmmer, @DrScottJensen, @RyanDWilsonMN, @TadJudeMN, and @RonforMNAG 🇺🇸 Time to take back Minnesota 😎
It’s time for common sense measures to make life more affordable for our seniors, service industry workers and those who pull extra shifts to support their families.
I’m the only candidate in this race for governor who has fought for and committed to eliminating the social security tax for all seniors, and ending tax on tips and overtime.
Read more about our Affordability Plan: lisaformn.com/affordability-…
Satoshi ₿. Sovereignty retweeted
For the last decade, I’ve given myself to the country.
I’ve traveled to 40+ states, spent more time with your families than my own, & literally worked myself to the bone.
I don’t ask for anything from you, but I’m asking now:
Will you do me the honor of voting straight-ticket Republican tomorrow?
Will you answer my call to action?
Satoshi ₿. Sovereignty retweeted
This race is between Peggy Flanagan and me.
And only one of us let $9 billion fly out the door.
I’m an outsider, and I’ve never held political office.
When I get to Washington, I intend to right the wrongs that Peggy Flanagan and Tim Walz have done to our state.
Vote for @LisaDemuthMN, @Michele_Tafoya, @GOPMajorityWhip @TomEmmer, @DrScottJensen, @RyanDWilsonMN, @TadJudeMN, and @RonforMNAG 🇺🇸 Time to take back Minnesota 😎
Satoshi ₿. Sovereignty retweeted
What's happening now in the stock market is more than just a "correction in tech stocks."
Sure, AI CapEx concerns are legitimate and investors will always care about profitability.
But, there's more beneath the surface here.
The reality is that the market is pricing-in a major shift in the political landscape of the US.
Over the last 12 months, market expectations for a Democrat "sweep" of the US Midterm elections have tripled.
Over the last 45 days alone, these expectations are up +30 percentage points.
As it stands, markets themselves now see a near-80% chance of a Democrat "sweep" of the US Midterm elections.
President Trump has already vowed to become "Mr. Veto" if this in fact does happen.
This is post is not political, it's objective. A change in the political landscape always comes with uncertainty; markets hate uncertainty.
Objectively, the market is in the process of pricing-in two years of political gridlock.
Could this change? Of course. But markets price-in the most probable outcome, and the odds now overwhelmingly favor the aforementioned scenario.
Tomorrow sets the stage for the next two years.
Satoshi ₿. Sovereignty retweeted
The demand for hyperscalers is showing up in revenue, and bringing capacity online quickly has never been more crucial as it lets companies serve more demand and start collecting cash sooner to help fund the next phase of the buildout
Some standouts from this weeks newsletter - Google Cloud grew 103%, Azure 48% and AWS 39% year over year
Satoshi ₿. Sovereignty retweeted
With @POTUS and @FLOTUS leading the way, we’re putting women’s health at the center of our agenda—and tackling barriers to hormone replacement therapy.
TrumpRx.gov gives women transparent, discounted prices on select hormone therapies so they can compare their options.
Women deserve more than promises. They deserve access to the care they need at prices they can afford.
Satoshi ₿. Sovereignty retweeted
Democrats keep promising that government-run health care will save Minnesotans money, but the state's own report on what it would actually cost is more than nine months overdue.
How much would taxes increase? What happens to private insurance? And what would this mean for rural hospitals already struggling to stay open? These are pretty important questions to answer before overhauling Minnesota's entire health care system.
Release the report.
Vote for @LisaDemuthMN, @Michele_Tafoya, @GOPMajorityWhip @TomEmmer, @DrScottJensen, @RyanDWilsonMN, @TadJudeMN, and @RonforMNAG 🇺🇸 Time to take back Minnesota 😎
Democrats keep promising that government-run health care will save Minnesotans money, but the state's own report on what it would actually cost is more than nine months overdue.
How much would taxes increase? What happens to private insurance? And what would this mean for rural hospitals already struggling to stay open? These are pretty important questions to answer before overhauling Minnesota's entire health care system.
Release the report.
Satoshi ₿. Sovereignty retweeted
👀
Election Day is tomorrow. The Department of Justice expects all federal election laws to be followed. If you have a tip on illegal conduct—including but not limited to noncitizens voting, double voting, and ballot-box stuffing—contact the FBI: 1-800-Call-FBI or tips.fbi.gov
Violators will be found and prosecuted.
It’s just to stack sats. We at MSTR believe bitcoin go up. We have no problem selling today at a loss for tomorrow’s gain.
The reason is we believe bitcoin wont be this price for much longer. Might as well convert the shares to bitcoin now. Can always print more shares. Can’t print more bitcoin.
I am genuinely curious to understand the rationale behind issuing $MSTR common equity at such low mNAV levels to fund these small $BTC purchases.
Maybe it’s to signal to the market Strategy intends to be perpetual buyers.
Maybe it’s something else.
Whatever the rational, there is obviously a reason.
As per an article I wrote a while back which I’ll link to in the replies:
“Bitcoin has an absolute fixed supply and so theoretically, the maximum amount of Bitcoin Strategy can own is 21M BTC.
Therefore, for all intents and purposes, Strategy only gets one chance to generate Bitcoin Yield with every Bitcoin that it purchases.
That means that it is critical to maximise the Bitcoin Yield generated with every Bitcoin purchase.
Every Bitcoin purchased below maximum accretion levels is an effectively permanently sub-optimal allocation of capital.”
Fortunately, the purchases are relatively small, so the impact is limited.
Either way, some clarity would be welcome.
Satoshi ₿. Sovereignty retweeted
I am genuinely curious to understand the rationale behind issuing $MSTR common equity at such low mNAV levels to fund these small $BTC purchases.
Maybe it’s to signal to the market Strategy intends to be perpetual buyers.
Maybe it’s something else.
Whatever the rational, there is obviously a reason.
As per an article I wrote a while back which I’ll link to in the replies:
“Bitcoin has an absolute fixed supply and so theoretically, the maximum amount of Bitcoin Strategy can own is 21M BTC.
Therefore, for all intents and purposes, Strategy only gets one chance to generate Bitcoin Yield with every Bitcoin that it purchases.
That means that it is critical to maximise the Bitcoin Yield generated with every Bitcoin purchase.
Every Bitcoin purchased below maximum accretion levels is an effectively permanently sub-optimal allocation of capital.”
Fortunately, the purchases are relatively small, so the impact is limited.
Either way, some clarity would be welcome.
Strategy has acquired 811 $BTC and repurchased $208M of $STRC. As of 11/1/26, we hold 849,327 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy-…