Fartface2000

Confessions of a MicroStrategy Investor A letter no one asked for, but everyone should read before handing their Bitcoin dreams to a man in an orange tie. — Dear Fellow Bag-Holders, Future Therapists, and Anyone Still Pretending This Was “Strategic,” I write to you today not as a proud MicroStrategy shareholder, but as a man who has stared directly into the mirror and whispered the words: “Bro… what have you done?” Look—I’m not embarrassed that I invested in Bitcoin. Magical internet money is fine. It’s pure. It’s incorruptible. It’s literally math wrapped in electricity. Beautiful. I am, however, deeply embarrassed that I gave a company with salaries, leases, marketing teams, HR reps, and a snack budget my money… so they could buy that same magical internet money at a premium, wrap it in a corporate costume, and then somehow—somehow—turn it into something that trades at a discount. A discount. On Bitcoin. In a Bitcoin bull market. Amazing. Inspirational, even. If there were an Olympic event for turning alpha into coupons, MicroStrategy would sweep the podium. Do you know how helpless you feel when your investment thesis boils down to: “I believe in Bitcoin so much I outsourced it to a business with overhead.” That’s like loving organic vegetables so much you hire a Fortune 500 company to grow them for you under fluorescent lights, at 4× the cost, while their interns eat half the crop. And yes, yes, I get it—leverage, strategy, blah blah blah. But when your CEO has to juggle debt payments, stock issuance, Twitter theatrics, and a line item called “orange tie dry-cleaning,” you start to wonder: Was I investing in Bitcoin… or in the world’s most complicated meme account? At this point, even my Bitcoin-hating uncle respects me more than my financial advisor does. At least the uncle says he bought gold once because “it was shiny.” My excuse? I thought buying a corporate wrapper around Bitcoin was “efficient.” Efficient at what? Converting sats into operating expenses? If I wanted discounted Bitcoin, I should’ve just bought Bitcoin. If I wanted chaos, I could’ve bought a shitcoin. Instead, I bought a stock that somehow blended both worlds. A schrödinger’s tradfi-wrapped-Bitcoin derivative that lives in a simultaneous state of premium and embarrassment. So here I stand—an MSTR shareholder. A man who believed. A man who delegated. A man who now understands that true self-sovereignty means never relying on a corporate board to stack for you. Godspeed to us all. And please—next board meeting—cut the marketing budget before the coupons. Sincerely, A Recovering MicroStrategy Apologist P.S. If anyone needs me, I’ll be buying the underlying asset directly like a grown adult.

Good morning sovereign Bitcoiners enjoy your day

Pork ribs cooked in your Sunday Gravy are a great low carb appetizer for the 1:00 game. Make the glass of wine less sinful

When someone tells me I should buy their penny stock because they have some 30 year old kid that wears an orange tie, knows how to buy Bitcoin and has a well produced podcast.

#Bitcoin 🍿

I take pride in being a non-voter for 25 years. My prime focus has been on understanding the playing board and acclimating to its changes. I’ve wasted zero energy and spent zero $ in trying to change it top down.

It’s time, so many have lost their way or been paid off to adopt the narrative. If you plan on sticking around, I suggest this Reprogramming clinic. Back To Keys

There is a group. Not a club, not an organization — no meetings, no dues, no merch, no leaders. No one joins. No one applies. No one would ever admit to being in it, even if they were. Some don’t even know they’re members yet. Some will never know, and still serve the purpose. We don’t sell you anything. There is no mailing list, no Discord, no handshakes. You can’t buy your way in, and you sure as hell can’t market your way in. But you might already be part of it. A quiet order of those who see the world not as it is sold to them, but as it really is. Those who understand that truth is verified, not advertised. That sovereignty isn’t granted, it’s earned. That money must be chosen, not assigned. Bitcoin is only seventeen years old — but this ethos? This lineage of free thinkers, builders, stewards of self-determination and sound value? Ancient. Older than empires. Older than banks. Older than kings. For now, the highest service you can offer this world is to remain unknown. No badge. No banner. No public virtue signal. You hold quietly. You build quietly. You prepare quietly. Because history rewards those who stay humble in the dawn and stand tall at noon. And when the world catches up — when the noise fades and the signal rings clear — membership will become obvious without being spoken. But until then? We don’t say who we are. We just are. The HODLuminati. Ancient in spirit. Modern in armor. Eyes open. Keys held. Keeping the future honest, even if no one knows our names.

Everyone on my “For You” tab on X

Saylor built a 640,000 BTC treasury financed by fixed-income paper with no ops cash to pay coupons. In a bear market, HODLers dump sats for “guaranteed yield” in STRC. That forces Saylor to sell BTC to meet coupon payments — dumping into weakness. Congrats, you just built the first Bitcoin reflexive short. #Bitcoin 🍿

Remember the Lightning Trust Chain in 2018? Imagine the 2025 version — a Corporate Bitcoin Trust Chain. Each company passes a Satoshi to the next, but first it must be locked under GAAP for 90 days and approved by Investor Relations.

Must be tough being a Satoshi trapped on a corporate balance sheet. Watching your friends live free on Lightning while you rot in GAAP prison.

Just listened to Saylor’s latest podcast with Scott Melker where he is pitching his fixed income instruments. Here is my Saylor like analogy of what he is doing and why it’s an attack on Bitcoin. Hope it resonates. Imagine a vast ocean where Bitcoin is the purest source of fresh water, requiring effort and risk to extract (volatility). If a bad actor builds a massive industrial plant on the coast that draws trillions of gallons of this water, filters it, mixes it with extremely potent energy drinks (the high yield and tax efficiency), and sells the packaged, labeled product through established supermarket chains (NASDAQ, S&P, Robinhood), the consumer gets instant satisfaction. However, the original motivation for seeking the untouched spring—its purity, decentralization, and ultimate scarcity—is lost, and the flow of capital that would have normally moved inland to the pure source is instead permanently diverted to the centralized, high-yield factory.

Saylor is stress testing the Bitcoin movement

IPO moment sounds plausible but for someone who has been obsessed with Bitcoin since 2017, The narrative has recently done a 180 degree turn. We went from not your keys not your coins to let someone else buy and hold the Bitcoin so you can get a steady yield. We went from stacking sats to treasury company’s are an amplified version of Bitcoin. I don’t think it’s an IPO moment, I think it’s a “we lost the narrative” moment.

Self sovereignty is my happy place. Bro

Don’t know what version is better, love them both https://suno.com/song/bd024104-ac2c-484a-aa85-a25f316c9cb0