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@Z06Z07 "Bitcoin treasury companies run on two fuels: Commons = gasoline poured on the fire betting a supply shock drives BTC & mNAV higher. Prefs ( $STRF $STRC $STRK $STRD) = grease skim steady fiat coupons while the engine runs funded by selling more common. Gasoline makes it explode. Grease keeps it moving"
X Link @Z06Z07 2025-09-29T11:24Z 20.4K followers, 6163 engagements

"I went shopping on the dip for near dated XX% to XX% OTM Calls looking for full Gamma ITM. $IBIT $IREN @mikealfred @JoshMandell6 @hillery_dan @RealTrollstein @ActuallyClimber @RoaringRagnar @Gladiator21M"
X Link @Z06Z07 2025-10-07T17:05Z 20.4K followers, 23.8K engagements

"10% to XX% OTM calls these are XX% OTM. For full gamma you want XX% OTM to XX% ITM. Same with 20%. Look at strike price on bottom. Full Gamma in this scenario is XX% OTM and XX% ITM. Once above XX% ITM the position becomes a synthetic long but still prints a bit better than spot. NFA. Im a lot more conservative this cycle learned from the last"
X Link @Z06Z07 2025-10-13T20:22Z 20.4K followers, 12.4K engagements

"People say fiat is a melting ice cube. Wrong. Fiat units stay constant its the buying power fiat currency that melts. Same with $MSTR prefs ( $STRF $STRC $STRK $STRD). The common belief: higher in the capital stack = safer claim in bankruptcy. But bankruptcy isnt the risk case. If I thought MSTR was heading for bankruptcy I wouldnt own a single share"
X Link @Z06Z07 2025-09-29T11:13Z 20.4K followers, 8088 engagements

"@Michael36X @Strategy Goal is to increase shareholder value and raise volatility. With current float that probably is not possible with just SP500 inclusion"
X Link @Z06Z07 2025-10-01T18:12Z 20.4K followers, XXX engagements

"@JasonSoraVC @TimKotzman Congrats"
X Link @Z06Z07 2025-10-14T13:06Z 20.4K followers, XXX engagements

"$114k + Bitcoin Bullish"
X Link @Z06Z07 2025-10-12T17:30Z 20.4K followers, 1578 engagements

"Bitcoin $115k Bullish open tomorrow. 🙏"
X Link @Z06Z07 2025-10-12T23:33Z 20.4K followers, 1429 engagements

"Open Letter to Bitcoin Treasury Companies Treasuries are growing. EPS is positive. Yet shares can trade below their Bitcoin value (mNAV). This isnt inevitable. Companies can: - Use BTC-native dividends & DRIPs - Reset sentiment & defend vs shorts - Force share prices to converge with NAV This is Balance Sheet Liberation. $MSTR $MTPLF $SWC $IREN $CRWV $MARA $RIOT $NAKA $CCCM"
X Link @Z06Z07 2025-09-02T22:12Z 20.4K followers, 119.2K engagements

"This get complex with $STRF vs $MSTR @JoshMandell6 @dgt10011 @hillery_dan STRF is not just a perpetual upside siphon its also a forced taxable liability. X. STRFs Forced Tax Hit Mechanics: STRF distributions are classified as Return of Capital (RoC) under NIMBUS. While held no tax (basis adjusted downward). Upon sale gains taxed as ordinary income (not long-term capital gains). This is a forced realization event in the future with higher effective tax rates. Implication: STRF holders cant defer indefinitely; they face ordinary income treatment which can easily be 3740% in the U.S. (vs. 20%"
X Link @Z06Z07 2025-10-02T02:44Z 20.4K followers, 14.3K engagements

"MSTR has already saturated the market through ATMs. What matters now is how the capital structure evolves. From here I see X plausible scenarios: 1.Equilibrium mNAV pinned near XXXX. MSTR trades as a BTC proxy STRF earns yield + optionality. mNAV drifts to XXX. Common equity trades like a liability STRF surges as senior equity. 3.Premium BTC rally pushes mNAV XXX. Common captures upside reflexively STRF steady with fixed coupons. 4.Stress BTC drawdown liquidation price rises shorts pile in. Common gaps toward NAV STRF reprices like distressed debt. Are we having fun yet"
X Link @Z06Z07 2025-09-29T10:46Z 20.4K followers, 2073 engagements

"Stablecoin companies will buy up heavily discounted Bitcoin Treasury Companies 👀 @saylor @paoloardoino @jerallaire"
X Link @Z06Z07 2025-10-13T14:36Z 20.4K followers, 21.7K engagements

"Bitcoin 50DMA $114k (white line) and 200DMA (yellow line) is $106k so when retakes $114k we should be good to go. Old axiom -Higher highs and higher lows. This was not the same as April 2025. Bullish. @tadtweets"
X Link @Z06Z07 2025-10-12T15:51Z 20.4K followers, 7659 engagements

"Strategy now holds 640K BTC. If 140K BTC were segregated to stand behind the preferreds $STRF / $STRC / $STRK / $STRD instead of one commingled base of Bitcoin it would clarify the claims across the capital stack. @saylor can still use the Common stock ATM to fund PREF couponsbut with separate tranches that dilution is partially limited to the PREF obligation not the entire Bitcoin treasury. Result: Clear capital-stack hierarchy $MSTR Commons 500K+ BTC becomes unencumbered Torque & volatility to $MSTR restored Transparent lawful structure under Delaware framework Segregate the tranches. Free"
X Link @Z06Z07 2025-10-06T01:11Z 20.4K followers, 22.4K engagements

"@saylor By issuing the 8-K just six days after the quarter closedinstead of waiting for the 10-QMicroStrategy delivers key quarterly data 3040 days early accelerating visibility for S&P analysts and helping clear the path toward S&P XXX inclusion"
X Link @Z06Z07 2025-10-06T13:04Z 20.4K followers, 6223 engagements

"Met a new friend at the track today and he took me for a really fast ride in his McLaren 765LT. GT3 ran great with the track alignment and some Motorsport bits. Times like this get out and have some fun"
X Link @Z06Z07 2025-10-12T00:36Z 20.4K followers, 7232 engagements

"@matty_ice_BTC @mikealfred Nope. It did happen with $GME and $ETHE Grayscale's Ethereum Trust and $GSOL"
X Link @Z06Z07 2025-10-14T19:35Z 20.4K followers, XXX engagements

"@sleepyweasal55 @mikealfred I have positions $IREN $CLSK $WULF $CIFR $BITF"
X Link @Z06Z07 2025-10-14T21:38Z 20.4K followers, XXX engagements

"My $IREN shares are loaned out (hypothecated) in my account. That means there is not enough shares for shorting interest rate is less than X% which is really low. Also $BITF has a very small option chain and insane implied vol. @mikealfred NFA"
X Link @Z06Z07 2025-10-14T18:56Z 20.4K followers, 17.8K engagements

"@TimKotzman @ChaitanyaJ @gerovich @BenWerkman @hillery_dan @pete_rizzo @samcallah @LeboBTC @meanwhilelife Looking forward to presenting. New content direction and vision. Bitcoin AI Power"
X Link @Z06Z07 2025-10-15T20:15Z 20.4K followers, 1737 engagements

"@matty_ice_BTC @mikealfred I'll be concerned when the lending rate breaks XX% to 100%"
X Link @Z06Z07 2025-10-14T19:17Z 20.4K followers, XXX engagements