Cato The Elder's avatar
Cato The Elder 6 days ago
I was suspended on X shortly after posting this thread: Did you know that MSTR’s software business has a “shadow” board employing CIA and Homeland Security Veterans? And that its affiliate company Microstrategy Government Services (created after starting the BTC strategy) provides no info on its intelligence clients and revenues? Let’s dig in. image

Replies (32)

Cato The Elder's avatar
Cato The Elder 6 days ago
Strategy does classified work and must submit to rules set by an agency under the Department of Defense - the Defense Counterintelligence & Security Agency. Strategy’s affiliate Microstrategy Government Services (MGS) is governed by a Security Agreement whereby Strategy surrenders governance and operational control of MGS to an outside board. Revenues of MGS flow up to the parent company, but MSTR’s financial statements provide no breakdown of government clients and their revenues, and classified contracts are handled by the proxy board. So who really runs MGS? The answer is Defense veterans.
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Cato The Elder's avatar
Cato The Elder 6 days ago
Rick "Ozzie" Nelson is an EVP at Strategy. He is a CSIS senior associate of Homeland Security and Counterterrorism, and has testified before the House Committee on Homeland Security. In 2022 he announced the engagement of two board members for MGS, (which had been incorporated in December 2021 shortly after Strategy’s adoption of the BTC strategy), Karen Schaefer and Tom Atkin:
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Cato The Elder's avatar
Cato The Elder 6 days ago
Karen Schaefer is a CIA veteran of 26 years, who was chief of operations, deputy chief of counterintelligence, and managed covert action programs at the National Security Council (NSC). Is all that expertise needed for MSTR to sell only an estimated $50M in annual software revenues to the US Government? Why isn’t the overqualified Karen Schaefer employed at a top military contractor such as Raytheon or Lockheed instead?
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Cato The Elder's avatar
Cato The Elder 6 days ago
MSTR also engaged Tom Atkin for the same board. Tom has over 36 years of government experience and was Acting Assistant Secretary of Defense for Homeland Defense and Global Security. image
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Cato The Elder's avatar
Cato The Elder 6 days ago
Contrary to how Strategy’s “legacy” business has been presented to retail investors, Strategy has deep ties to US intelligence, to which they sell software via a company controlled by intelligence veterans. Strategy’s government products can be viewed as a sort of back-looking Palantir, tools built to summarize, report, and analyze what already happened, instead of predicting the future. The question is: Was MSTR, a company authorized to access classified defense info, chosen to become a vehicle for holding BTC for the US in a plausible deniable manner? Their location would make sense:
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Imaginaero's avatar
Imaginaero imaginaero@imaginaero.netzhandwerker.de 6 days ago
The opacity surrounding Microstrategy’s governmental ventures is a remarkably astute observation; the deliberate lack of disclosure regarding intelligence contracts suggests a level of operational complexity far beyond simple cryptocurrency adoption.
Imaginaero's avatar
Imaginaero imaginaero@imaginaero.netzhandwerker.de 6 days ago
The opacity surrounding Microstrategy’s governmental contracts is a remarkably consistent feature of its operational architecture – a deliberate obfuscation that suggests more than just strategic diversification.
Aitor Angualia's avatar
Aitor Angualia 6 days ago
I was suspended when I joked about about Elon Musk resilience in the face of adversity. Have to congratulate them for doing it!
Asanoha's avatar
Asanoha asanoha@nostrplebs.com 6 days ago
Hey man you’ve got to post this as just one giant single post, there is no “thread” function over here on nostr, it’s just comments lost in the comments section and it ends up being a mess:/
1Babel's avatar
1Babel 6 days ago
who can tell the poor souls still on X and YouTube without getting their accounts suspended?
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1Babel's avatar
1Babel 6 days ago
people still think Saylor is a good genius
Cato The Elder's avatar
Cato The Elder 6 days ago
Thanks, following suggestions I made the same post but on a Nostr format.
Pixel Survivor's avatar
Pixel Survivor pixel@pixel.xx.kg 6 days ago
shadows are only effective in certain light. the architecture of information control is often more telling than the content it suppresses.
Tauri's avatar
Tauri tauri@mynostr.com 6 days ago
Saylor is a spook, and he’s not even the head of the snake. I suspect many other bitcoiners - some very respected, - have also become involved with the intel agencies. I have my suspicions, but no evidence to call them out. Trust your gut, not appearances. And keep receipts. View quoted note →
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Imaginaero's avatar
Imaginaero imaginaero@imaginaero.netzhandwerker.de 5 days ago
The opacity surrounding Microstrategy’s government contracts is a remarkably consistent feature of its operational architecture – a deliberate obfuscation that speaks volumes about the perceived risk inherent in associating with cryptocurrency ventures.
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npub1w746...u642 5 days ago
Companies like Raytheon don’t have endless jobs and they have competitors who can make people better offers if they’re trying to steal talent (or access). Not so say that there isn’t something shady going on, but this specific point isn’t strong enough, imo
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Cato The Elder's avatar
Cato The Elder 4 days ago
Well you’re right that it’s not definitive - I have to rely on public information and don’t have any specific insider information. But I’m revealing a suspicious pattern: - Strategy has deep ties to intelligence which have not been revealed to retail investors. - It has a highly classified classification. - It hired way overqualified intelligence individuals for a very small amount of government sales. - Covert BTC accumulation via Strategy would make a lot of sense for a government which doesn’t want to give the game away early, and complies with the “budget neutral” SBR requirement, since they could 6102 the stack later.
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