The Bank of England became a government asset, but only after 250 years of being one of the most profitable private companies in history.

This is spot on. $MSTR is the modern equivalent of the early Bank of England. Accumulate gold → Issue credit against that gold → Use the balance sheet to acquire more gold. That was the entire model, a hard-asset monetization engine, not a traditional P&L business. Michael Saylor

So let me get this straight… Core is opening the floodgates to arbitrary data to solve a relatively minor UTXO-bloat inconvenience. They see no difference between “some obscure illegal bytes buried in L1” and “L1 as a high-bandwidth, intentionally readable data rail.” They

And this is exactly why I love $MARA. Even people bullish on Bitcoin still value MARA’s optionality at zero. Its 60.4+ EH/s hashrate, 1.8 GW of energy capacity, datacenters, hardware, acquisitions, and emerging AI/energy optionality, cash etc. are all treated as worthless.

Here’s how the energy battery idea translates into the $MARA AI strategy. $MARA has identified two problems: 1. AI inference is needed locally 2. AI inference also needs cheap power That’s a paradox. These two things never exist in the same place. You can’t move the

$MSTR $MARA $MTPLF $RIOT and $ABTC should tokenize shares via $SECZ so they can trade 24/7/365 globally on $COIN and suck the liquidity out of the $886 Billion of wasted capital sitting in the Top 30 shitcoins All proceeds can go to acquiring $BTC which can be taken off exchange

Bitcoin is Energy Money. ⚡️

This is the right long-term picture for hyperscale AI. Training and massive batch inference will move off-planet where energy is abundant. The part most people miss is that real-time embodied AI (robots, warehouses, factories, hospitals, vehicles) can’t use orbital compute.

Strategy has submitted its response to MSCI’s consultation on digital asset treasury companies. Index standards should be neutral, consistent, and reflective of global market evolution. Read our letter and share your support: strategy.com/msci

Intraday candles are not fundamentals. $MARA Serious operators don’t run companies off short-term price action. That’s amateur. Study the business, the positioning, and the strategy, not the chart.

Hmmm 🤔

It’s no longer just about mining Bitcoin. It’s about owning the energy that powers the future of compute. ⚡️ CEO Fred Thiel joins David Lin to break down MARA’s strategy: vertical integration, the AI + Mining symbiosis, and why owning the electron can be the ultimate

Why would @Saylor buy $2B more $BTC here? Not because he knows where the price goes short term. Because demand is now structural, narratives are breaking, macro people are capitulating, and Bitcoin isn’t euphoric. At some point, the risk shifts from volatility to being

Every Bitcoin $MSTR buys is permanently locked supply. That BTC likely won’t have another owner for a very long time, if ever, like Satoshi’s coins.

Watch out for the incoming “urgent” Quantum FUD against $btc, they’ll use your fear to try to sell you something.

It is crazy how fast sentiment flips. Hard to believe I got $MARA in the $9s and $MSTR in the $150s.

States may not like Bitcoin because they can’t control it, but that’s exactly what gives it value. When Bitcoin becomes a strategic reserve asset, governments won’t adopt it because they want to, they’ll adopt it because they have to, or risk falling behind to those that do.

Good playbook for missing the bottoms on $AMZN $TSLA $BTC $MSTR etc.. Pretty much everything that compounds had a big drawdown before the market recognized the “inertia”