Bitcoin, $MSTR, Chemical Engineer. Seeker of sun, beaches, & tropical locations.
MSTR
Joined March 2021
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bitcoin:native power-law research has a bigger stage.
Santostasi & Perrenod’s Oct. 15 paper fits BTC’s 2010–26 price to time^5.69 (R²=0.961). The Scientific Bitcoin Institute scheduled its launch for Oct. 20.
Bitcoin’s autopoietic nature and power law trajectory will provide a long term path for $STRC to deliver reliable yield and rocket fuel for $MSTR to become a multi-trillion market cap company.
Strategy Dude retweeted
$BTC AT $82K: STATISTICAL MODEL SHOWS $131K MEDIAN SCENARIO BY YEAR-END 2026
I analyzed 5,937 daily Bitcoin closes using a mathematical trend-and-cycle model.
Current modeled levels:
Q25: $92K (+12%)
Q50: $108K (+32%)
Q75: $133K (+62%)
Year-end 2026 scenarios (approx.):
Q25: $105K (+28%)
Q50: $131K (+60%)
Q75: $168K (+105%)
Bitcoin is trading below its lowest historical model quartile.
The bullish case: A return toward the modeled median offers substantial upside without requiring a new all-time high today.
Strategy Dude retweeted
Overlay Bitcoin's 2022 bottom with the June 2026 bottom and they're basically TWINNING 👯
- - -
We're sitting right about where Bitcoin was in late February 2023. That spot led to one last shakeout and then a real breakout.
It's only a rhyme, but it's a hard one to ignore, people 🤷♂️
Strategy Dude retweeted
I support buybacks too.
However, given STRC is still not at par, against expectations, I suggest we temporarily discontinue promotion of Strive.
Continuing promotion while STRC is not at par is tantamount to prioritising Strive ahead of restoration of STRC to par.
I am still bullish on @Strategy, $MSTR, but it’s also prudent to admit that the dilutive resistant $BTC acquisition engine of issuing preferred stocks to acquire bitcoin has been stalled for the better part of this year. I will share some math soon which presents a rather strong upside still for $MSTR. Unfortunately, managements actions to return $STRC to par have been helpful but not enough to kick start the engine again.
Another $193.1M of $STRC was repurchased last week. Less preferred outstanding can help $MSTR’s residual value, but $447M in flexible cash means discipline matters. Most importantly, the board approved increasing its Digital Credit Securities Repurchase Program authorization from $2 billion to $3 billion, with $1.16 billion remaining available.
Strategy Dude retweeted
Make sure to get into MSTR, before:
-> Investmentgrade Credit rating
-> Institutions buy STRC in a big way
-> Strategy is in the Top 10 Companies
Might happen faster than you think!
In its Oct. 16 filing, Strategy conditionally declared $1/share of $STRC dividends for November across daily record dates—still 12% annualized. Oct. 28 vote pending.
Berkshire Hathaway $BRK.A is the only suitable analog we have to $MSTR.
Balance sheet focused, treasury giants. @saylor will eventually eclipse the Oracle of Omaha to create a public company with the largest treasury.
Hey @saylor Berkshire Hathaway closed Oct 16 at $798,000 for Class A and $532 for Class B. The A shares have never been split. The B shares are the liquid trading vehicle. One A converts one-way into 1,500 B shares; B cannot convert back. Voting is disproportionately concentrated in A.
Strategy can do the same with three classes.
Leave existing Class A (the public MSTR shares) static. No further issuance. No splits. One-way conversion only into the new "C"class.
Leave existing Class B (the super-voting shares) completely untouched.
Create a new Class C at 1/5 to 1/10 the economic claim of Class A. All future ATMs, employee equity, and capital raises happen only in Class C. When Class C runs up, split only Class C.
Class A becomes the scarce, sticky instrument that long-term holders can keep forever. Class C absorbs the trading, the options market, and any future dilution. The precedent is Berkshire. The difference is that one class is permanently protected from further share-count inflation while the other is designed to be split and issued as needed. grainofsaltsf.com/analysis/b…
@BritishHodl $MSTR @phongle
