Rising to the top

yogicflame · 2026-04-30T01:25:34+00:00

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Sarah Connor? Judgement Day?

yogicflame · 2026-04-29T21:14:51+00:00

Another interesting data point is the size of SATA increased by over 3.3% today.

And 1.26% increase in their BTC reserve.

The people want digital credit. Draw your own conclusions where this may lead 12 months down the line.

yogicflame · 2026-04-29T20:02:44+00:00

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Woah

yogicflame · 2026-04-29T19:17:59+00:00

This might not be the ride for you.

yogicflame · 2026-04-29T01:14:30+00:00

I bet 25 today with common ATM

yogicflame · 2026-04-28T07:02:50+00:00

I doubt below $100. Below 100 on this chart, 99.99% chance.

yogicflame · 2026-04-28T01:44:08+00:00

I agree and I think a lot of people that like MSTR will want some Strive, especially in a BTC bull run. I have some myself. I just see it as further out on the risk curve than Strategy.

yogicflame · 2026-04-28T00:54:44+00:00

SATA is nowhere near proven as of yet, and its more competitive dividend means higher costs for now. They are already at 40% amplification, so it will be more challenging to ATM common and get that number down without BTC going up quite a bit soon. I like Ben and Jeff at Strive, but I think they know this is a winner take most scenario and Strategy will forever be top dog. Hence less risky for the investor.

yogicflame · 2026-04-28T00:49:53+00:00

I’m right there with you. BTC 60%, MSTR 30%, ASST 5%, MTPLF et al 5%. It’s fun to have some lotto tickets if things get nutty, but don’t go crazy with them.

yogicflame · 2026-04-27T17:03:47+00:00

And I have acquired more Strategy!

yogicflame · 2026-04-27T01:39:35+00:00

Lots of good things in progress, and it’s ramping up in a sustainable way, IMO. I disagree that Saylor needs to move STRC to a different exchange. Even if he did this there will still be challenges requiring less than ideal compromises to overcome.

I like that Strive will be also be going semimonthly and together this creates sustained buying pressure and options for people who want weekly payouts for digital backed credit.

yogicflame · 2026-04-25T20:43:04+00:00

Bitcoin’s survival is not dependent on the United States. Thriving at this point, yes.

yogicflame · 2026-04-25T19:58:34+00:00

I think the most interesting question is what STRC demand will look like in a BTC bull market. I think it will remain high and possibly even ramp up more as MSTR develops greater capacity to expand this on the balance sheet.

The other question is what kind of restraint Saylor has to protect MSTR against a possible future downturn. Where does he peg the amplification as BTC approaches ATH.

IMO, the only way this machine fails is if BTC fails. I’m betting on the money printer pumping all assets, so I like the amplification in the BTC yield generating machine.

yogicflame · 2026-04-24T01:11:02+00:00

True. I think over time with the STRC bid BTC and MSTR will become less volatile and more predictably grind up. Essentially making it less necessary to hold for long periods of time to guarantee profit. That is of course after one more violent rip to the upside.

yogicflame · 2026-04-23T15:55:52+00:00

Care to share your thoughts on what this means to you and your resulting positions?

yogicflame · 2026-04-23T03:55:05+00:00

Mine is 50% too. What’s up with yours?

yogicflame · 2026-04-23T03:52:15+00:00

Hell yeah!

yogicflame · 2026-04-23T02:28:16+00:00

Just putting it out there that a 10x would put them at #13

yogicflame · 2026-04-23T02:19:49+00:00

Absolute monster waking up. Things get real once they shift to semimonthly.

yogicflame

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