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@docstacks "$ASST preferred incoming"
X Link @docstacks 2025-11-03T13:42Z 1861 followers, XXX engagements

"@Adrian_R_Morris Ya bitcoin price definitely isnt correlated to MSTR or anything"
X Link @docstacks 2025-11-03T16:42Z 1861 followers, XXX engagements

"Im not porting into fixed income today but I do feel like the playing field is set to allow for long term planning. Example: I want to cut back to X days a week at work. Every day at work I make $X. If Shares x dividend X . I can afford the day off of work Yes rate can change over time. Forced sale would throw this for a loop. I need to try to quantify the risk of that happening and/or the incentives for the company to do so"
X Link @docstacks 2025-11-04T16:12Z 1861 followers, XXX engagements

"$STRC vs Hedge Funds 2024: STRC's XXXXX% yield beat XX% of all hedge funds (median HF return: 9.3%) 📈 "But 2025 has been vertical returns" 🚀 H1 2025: STRC's XX% annualized yield CRUSHED hedge funds even harder Average HF return: XXX% Median HF return: XXX% Top strategy (long-biased): XXX% STRC: 10%+ yield while HFs struggled to hit X% 💀 Sometimes the boring preferred stock wins. Sometimes it's not even close"
X Link @docstacks 2025-10-07T16:13Z 1856 followers, 2041 engagements

"If it wasnt clear convertible era is over"
X Link @docstacks 2025-10-27T17:21Z 1857 followers, 6227 engagements

"Bitcoin is the hurdle rate for capital decisions. Risk adjusted capital treatment of bitcoin is the hurdle for credit rating. @PunterJeff @BenWerkman @ColeMacro @TimKotzman @HurdleRatePod"
X Link @docstacks 2025-10-27T17:26Z 1857 followers, XXX engagements

"Holy Crap. Saylor is distributing a BTC (Bitcoin Tax Credit) via STRC. Every American workers effective tax rate just dropped by XXX percentage points depending on income. For most that is a 1550% cut in total tax burden compared to the traditional effective ratejust for moving post-tax income/savings into STRC Example: Middle-income ($95k): Effective tax rate drops from XXXX% to XXX% (a drop of XXX points or a XX% reduction). High-income ($231k): From XXXX% to XXXX% (a drop of XXX points or XX% reduction). Top earners ($1M): From XXXX% to XXXX% (a drop of XXX points or a XX% reduction)."
X Link @docstacks 2025-10-30T04:38Z 1857 followers, 65.3K engagements

"After XX years once your STRC cost basis is exhausted the story isn't over. STRC dividends transition to long-term capital gains tax treatment typically just XX% for most US earners. This means your stretched income advantage continuesyour effective tax rate remains significantly lower. Below is the chart showing net stretched income and effective tax rate after accounting for LTCG on future dividends. Even years down the road the tax efficiency of STRC endures. This is long-term wealth optimization"
X Link @docstacks 2025-10-30T04:38Z 1857 followers, 1930 engagements

"It's technically possible to sell your STRC and rotate into a non-identical preferred share to reset your cost basis. By doing so you can defer taxes againbut you must pay LTCG tax on the full amount of accumulated gains every time you roll. Over time these recurring LTCG taxes significantly erode compounding making the HODL strategy (just holding STRC and paying annual LTCG on post-ROC dividends) the most effective way to maximize perpetual tax credits and long-term wealth"
X Link @docstacks 2025-10-30T05:05Z 1857 followers, 1639 engagements

"Final point for tonight (although this may be an ongoing thread) Many investors can expect their LTCG tax rate to decrease significantly when they retireor if AI and automation reduce their taxable income. Thats because long-term capital gains rates are tiered: if your ordinary income falls below key thresholds especially after leaving the workforce your LTCG rate drops too. In retirement or periods of lower earned income its common for the LTCG rate to move from XX% down to X% for many investors. The result You keep more of your dividends and realized gains enjoying a substantially higher"
X Link @docstacks 2025-10-30T05:12Z 1857 followers, 1335 engagements

"@mikewmunz @Strategy @saylor @SpideyDoc3 There are countless ways to look at the utility of STRC imo. The ROC component is actually a driver to HODL it. Pay taxes or borrow (tax free) Buy borrow die. Buy borrow yield pays mortgage die. Come for the yield stay for the collateral"
X Link @docstacks 2025-10-31T19:00Z 1856 followers, XXX engagements

"Imagine your nest egg is in STRC. When its time for a large purchaselike a home college tuition or a medical billyou can post STRC as collateral and borrow at any rate below its current dividend yield (10.5%). This lets you monetize your future yield for immediate needs while keeping the difference and your principal compounding. Stable digital collateral with yield lets you do this. *Before maxis hunt me down. I XXX% agree that bitcoin is the perfect collateral however S&Ps burn book of a rating for strategy shows that the traditional system is going to be slow to recognize it. I think they"
X Link @docstacks 2025-10-31T19:14Z 1857 followers, XXX engagements

"@ZynxBTC STRC has value If you have conviction in bitcoin but need to plan your 10-20 year retirement path and pay bills etc Yes you sacrifice the CAGR but for MANY the stability is key"
X Link @docstacks 2025-11-02T00:01Z 1854 followers, XXX engagements

"@planvictory @HermesLux Expected deployment of the strategy. MSTR ATM was always part of the plan to pay the dividends"
X Link @docstacks 2025-11-03T17:09Z 1856 followers, XX engagements

"@hampa72 My point is the Bitcoin from SMLR matters less than clearing up the uncertainty. I understood your original comment to mean they wouldve been better off with more Bitcoin before launch"
X Link @docstacks 2025-11-03T19:04Z 1856 followers, XX engagements

"@HermesLux @Strategy Tax adjusted yield for STRC is similar to the SATA yield. The tax treatment of the dividends may be the biggest fundamental differentiator. I imagine some institutional investors want to be able to report the cashflow/income vs reduced basis"
X Link @docstacks 2025-11-03T19:06Z 1856 followers, XXX engagements

"Still digesting $SATA offering but lets get into it. First things first scale and liquidity affect the ability to enter at size on day one of SATA but lets set that aside for the following thought experiment. With $SATA and $STRC offering similar tax adjusted yield and collateral ratio and yield adjustment mechanics the biggest fundamental difference is ROC versus regular dividends. Individuals want the highest possible after-tax cash payout. ROC is attractive because it provides immediate cash and often defers taxes by lowering cost basis with tax due only when shares are sold. Institutions"
X Link @docstacks 2025-11-03T17:34Z 1859 followers, XXX engagements

"Merger just increases their collateral base and ultimately increases capacity to offer more SATA. They already meet their collateralization goals without the SMLR deal closing. That being said if the deal does not close I think the sentiment hit to the brand could be significant. Theyre building a transparent capital stack with one equity and one pref but the rest of the operation in still in flux with the PIPE and getting capital from warrants and the SMLR deal. Until then a layer of opacity remains"
X Link @docstacks 2025-11-03T18:54Z 1859 followers, XX engagements

"@DavidWRiggs @HermesLux @Strategy @ColeMacro @BenWerkman @PunterJeff They just need a E&P neutral/negative way to raise funds. ATM on both needs to ramp up for that"
X Link @docstacks 2025-11-03T22:37Z 1859 followers, XX engagements

"Heres $0.5-1B of the $2B needed to meet BTC Yield goal. Canada is next"
X Link @docstacks 2025-11-03T22:36Z 1860 followers, 3528 engagements

"The prefunded warrants are all in the OS. There are $750M or 555M shares of traditional warrants pending exercise at $XXXX per share price. Those would get you to the share counts you mention. Notably that transaction is still accretive to ASST on BPS basis. Bitcoin goes up more than shares up"
X Link @docstacks 2025-09-23T12:04Z 1859 followers, 3612 engagements

"$ASST / $SMLR Merger Tracker is now live: With ASST recovery this week the deal is back into fiat premium territory for SMLR shareholders. SMLR shareholders still have to approve with a simple majority. Vote: TBD Deal cutoff: March XX 2026"
X Link @docstacks 2025-10-29T05:25Z 1861 followers, 1977 engagements

"UI=Universal itcoin Income $STRC pays XXXX% on the 30/31st. (Already tax deferred.) $SATA pays XXXX% on the 15th. (Likely to be tax deferred.) Forever. Thats the tweet"
X Link @docstacks 2025-11-04T03:09Z 1861 followers, 4655 engagements

"@FiatisF00lsgold The rate isnt based on bitcoin bear/bull Unless you think bitcoin CAGR is terminally below the stwted yield the dividend will be paid"
X Link @docstacks 2025-11-04T23:10Z 1859 followers, XX engagements