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Well, that escalated quickly. My Nothing Stops This Train keynote from Vegas has 200,000+ views on YouTube after the first week. youtu.be/Giuzcd4oxIk
youtube.com
YouTube
Lyn Alden: Nothing Stops This Train | Bitcoin 2025
An announcement regarding Bitcoin
Strategy announces pricing of its Strife Perpetual Preferred Stock ($STRF) Offering and upsizes the deal from $500M to $722.5M $MSTR strategy.com/press/strategy…
Selling gold to buy Bitcoin is budget-neutral.
I get the rationale for a Bitcoin reserve. I don't agree with it, but I get it. We have a gold reserve. Bitcoin is digital gold, which is better than analog gold. So let's create a Bitcoin reserve too. But what's the rationale for an XRP reserve? Why the hell would we need that?
I know retail is hating this $MSTR price action for the most part, but do you know who loves it? The convertible arbitrage desk buyers of the convertible bonds. These significant expansions and contractions of price are what allow them to run their delta hedging strategies…
MicroStrategy has acquired 15,350 BTC for ~$1.5 billion at ~$100,386 per #bitcoin and has achieved BTC Yield of 46.4% QTD and 72.4% YTD. As of 12/15/2024, we hodl 439,000 $BTC acquired for ~$27.1 billion at ~$61,725 per bitcoin. $MSTR microstrategy.com/press/microstr…
Scott Bessent will be a champion for digital assets and a crucial ally in passing my Strategic Bitcoin Reserve. I look forward to working closely with the future Treasury Secretary to restore fiscal responsibility!
$MSTR to enter Nasdaq 100 coindesk.com/markets/2024/1…
OFFICIAL: MicroStrategy is joining the Nasdaq 100 $QQQ $MSTR
$MSTR is likely to be added to $QQQ on 12/23 (w/ announcement coming 12/13). Moderna likely to get boot (symbolic). Below is best guess of adds/drops via @JSeyff. Likely a 0.47% weight (40th biggest holding). There's $550b of ETFs tracking the index. S&P 500 add next yr prob.
Riot Announces Proposed Private Offering of $500 Million of Convertible Senior Notes. Net proceeds from this offering to be used primarily to acquire bitcoin and for general corporate purposes. Link to press release: riotplatforms.com/riot-platforms….
riotplatforms.com
Riot Platforms Announces Proposed Private Offering of $500 Million of Convertible Senior Notes
Riot Platforms Announces Proposed Private Offering of $500 Million of Convertible Senior Notes
MicroStrategy has acquired 21,550 BTC for ~$2.1 billion at ~$98,783 per #bitcoin and has achieved BTC Yield of 43.2% QTD and 68.7% YTD. As of 12/8/2024, we hodl 423,650 $BTC acquired for ~$25.6 billion at ~$60,324 per bitcoin. $MSTR microstrategy.com/press/microstr…
While I hate to even give this clip air time, I think it's important for people to realize how uninformed the critics are. For instance, whoever this Gavin guy is says that the interest expense on the convertible notes is $75M (followed up by how much he doesn't care about…
The ALL IN podcast’s review of MicroStrategy is one of most unimpressive discussions I’ve ever heard. There are no informed critics.
I wonder what the next one will be?
Post the portfolio again. It's time to dunk on the haters.
At what point do people stop comparing a 3-year bubble to a 15-year structural adoption pattern? 🤷♀️
Since I am All-In on #Bitcoin, maybe you should invite me onto The All-In Podcast. I am sure an entertaining discussion would ensue.
Even the most intense week of GameStop Mania couldn't come close to the week $MSTR just had with $136b in volume. I also threw $AMZN in there as well, it also has never had a week like this either.
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