The 4-year cycle is dead. Think about this: When Gold got an ETF, it went on an 8-year bull run The spot Bitcoin ETF is wayyyyy more successful than the gold ETF And the adoption of Bitcoin by institutions, wealth funds, and nation-states is much faster than gold It's not just Strategy and a bunch of public companies accumulating Bitcoin anymore Wall Street is opening the floodgates to Bitcoin
HOLY SHIT!! The Fed is set to start buying back $45B in debt every month starting January. This would inject massive liquidity into the markets. This only means one thing: QE is coming back. But this time they won't call it QE. image
JUST IN: Argentina to allow banks to provide crypto services in 2026. BULLISH!! image
Your paycheck is being slow-roasted like a CIA psyop experiment on a goat, your savings are dissolving faster than a politician's morals, and every grocery trip feels like you're participating in a ritual sacrifice to the Federal Reserve. image
SAYLOR BUYS ANOTHER 10,624 BITCOIN UNSTOPPABLE. MSTR + STRD ATMS FIRING. $962.7 MILLION GOING TO BITCOIN ON THE DIP. image
Strategy has purchased 213,154 Bitcoin this year with a 24.7% BTC yield. As usual, the shareholders viewing this stock through Bitcoin terms will be tremendously rewarded over long periods of time as amplification accelerates performance when Bitcoin moves upward... ...and the shareholders fixated on short term fiat price action will wallow in misery while Saylor continues his quest of inevitable world domination. Gotta love MSTR!
It should be clear by now that Strategy will pass 1,000,000 ะ’ะขะก. If Bitcoin follows any major power-law path, the math converges on the same outcome. Give BTC enough time on a power curve and it clears $1M, $5M, even $10M per coin. At $1M BTC, MSTR NAV is $1 trillion. At $5M BTC, NAV is $5 trillion. At $10M BTC, NAV is $10 trillion. Then apply market NAV multiples and equity leverage like today. Even a 1.5x mNAV turns $5T NAV into a $7.5T equity valuation. A 2x mNAV turns $10T NAV into $20T. Three different power-law trajectories, one destination: MSTR becomes the most valuable image
Understanding Bitcoin amplification over long periods of time is how you weather the storm of volatility. Not enough people have actually modeled out how powerful perpetual preferred equity will be over long-term time horizons. Consider the following: Bitcoin amplification turns equity into a Bitcoin rocket. Metaplanet issues MERCURY perpetual preferreds at 4.9%, funnels 25% of NAV into fresh BTC every year, and never touches the common share count. Coupon trickle stays flat, BTC stack compounds at 30% CAGR, sats per share explode from 2,146 to 234,515. Hold one share and your BTC claim multiplies while common stock dilution stays zero. Fair-value price targets at a steady 1 x mNAV: Year 5 = $17 Year 10 $192 Year 15 $2,175 Year 20 = $24,649 One simple engine...preferred equity funding BTC... outruns fiat, debt, and time. This is what a self-reinforcing Bitcoin flywheel looks like. The numbers start to get straight up stupid looking, but this is what the math tells you. $192 stock price by year 10 assuming ZERO mNAV expansion and zero more accretive issuances of common stock. The people who understand this opportunity will inherit the future, and the whiner idiot bears who can't do math will stay poor after capitulating to short sellers. Long BTC / short fiat. With leverage. That's the game image
Picture a world where everyone swears they understand what is happening, yet no one actually sees the monster chewing through the floorboards. This is where Strategy stands, holding more of the one asset that cannot be bribed, diluted, or bailed out. The most pristine collateral on Earth. And the joke is that almost no one has processed the obvious. The moment a new credit system forms around an asset, the biggest holder of that asset becomes the gravitational center. By mass. By weight. By the sheer inevitability of markets swarming toward the strongest balance sheet in the room. Strategy does not need a marble building or a bird logo or economists lecturing about "soft landings." It becomes a central bank the way a black hole becomes a black hole. Enough density and everything else just orbits. Think about the original Federal Reserve. It won the throne because it sat on the biggest pile of gold. Convertibility meant something. Then convertibility died, yet the Fed kept the throne through legal monopoly and political muscle. These things always look permanent until they are not. Strategy's claim does not rely on any of that. Its claim grows out of math. Out of scarcity that cannot be rewritten. The entity with the deepest Bitcoin treasury becomes the counterparty everyone would rather face, because markets trust collateral more than speeches. Markets trust scarcity more than regulation Markets trust verifiable supply more than political promises written at two in the morning. Once institutions start stacking Bitcoin-backed credit, they weave themselves into a web they do not fully understand. Every thread leads back to the biggest collateral holder. Strategy becomes the node everyone circles. The issuer everyone wants to hold. The buyer everyone wants approval from. The lender whose terms stop resembling suggestions and start resembling physical laws. This is monopoly by preference. The kind that lasts because people choose it again and again for reasons no law can overrule. Competitors can imitate the structure, but they imitate it with smaller balance sheets. Worse collateral. Higher risk. A permanent lag, locked in by a fixed supply that refuses to give anyone a do-over Follow this to the end. Central banks keep printing money. They keep holding their meetings. They keep pretending that demand for their credit products still exists. And the people migrate to collateral that cannot be altered. Savings migrate. Liquidity migrates. Trust migrates. Fiat keeps circulating, but circulation is not power. Power comes from being the place where credit begins. And the collateral that matters most is no longer theirs. Strategy simply stands still while the world defects toward harder collateral. The fall is a preference. A quiet admission from every institution that Bitcoin protects them better than anything created by decree. Math makes the migration inevitable. Strategy just arrived first. image
FUNDS AND TREASURY COMPANIES ARE PUMPING BILLIONS INTO BITCOIN RIGHT NOW. STRATEGY BOUGHT 3,978 BTC BINANCE BOUGHT 5,096 BTC COINBASE BOUGHT 8,579 BTC ARK INVEST BOUGHT 3,058 BTC WINTERMUTE BOUGHT 3,058 BTC INSIDER ACCUMULATION BEFORE A NEW BULL RUN?? image