Samson Mow

“OMEGA60 joins other Bitcoin price prediction models like: Bitcoin24 from @saylor Stock-to-Flow from @100trillionUSD Power Law from @Giovann35084111”

“Introducing the OMEGA60 Bitcoin price model. It’s based on a conservative 60% MAGR and incorporates the Terminus concept, which projects the future point where measuring $BTC in fiat currency terms ceases to make sense. OMEGA60 expects Bitcoin at $1.0M in Feb 2031. ♎️📈 https://t.co/qoksJis0DM”

“@Dannyseabird It was foretold.”

“It’s far more probable that nothing happens because no one cares about BIP110 and you were misled by a few. It’s far more likely that the 110 chain forks off and 1) the first block is invalidated by F2Pool or 2) the hashrate behind it shuts off within the first 24 hrs because they can’t bear the losses. Then everyone moves on with their lives because now they have learned firsthand how Bitcoin works.”

“@BitcoinFreedme @JAN3com @bitcoin_dawg Not really - it's all just discussions. I think Bitcoin price has to recover first before we get somewhere.”

“@BTCTimescom @Strategy Bullish.”

“@spoonmvn @naija_bitcoin No one is “teaming up” with Faketoshi. He’s trying to be relevant or troll (like Udi for BIP110). It’s like me asking you why you teamed with Udi.”

“Just a reminder that aside from capital flowing out to AI, there’s absolutely no structural reason for #Bitcoin to be down here. It’s just a self-fulfilling fear induced temporary bear market. Plan accordingly.”

“@SimplestBTCBook @parkeralewis @Strategy REITs, even with all the ability to monetize through renting, only generate profits of 12-15% on average. If Bitcoin appreciates at 15-20% a year, it would outperform the REIT easily.”

“@APompliano Gold will rotate into Bitcoin too.”

“When $STRC returns to par and you held for a year, you’d make 51.6% return from effective yield + pull-to-par capital gains. Probably more as Strategy will likely increase the dividend as per guidance. https://t.co/K5yQrCVRDC”

“The fundamental value proposition for Bitcoin hasn’t changed at all: neutral, permissionless, bearer money. It’s the best hope for the future and hyperbitcoinization is inevitable because continued fiat money printing is an absolute certainty.”

“I'd be surprised if it took more than a few weeks for $STRC to get to par again.”

“$STRC has a self-repairing mechanism that most people don’t really understand. 🛠️ Below par, Strategy stops issuing new shares via ATM. No new capital is raised at a discount, and no new perpetual dividend obligations are added to the balance sheet. This is the case at both $99.99 or $90. The self-repairing mechanism then activates automatically - the farther below par, the more powerful it becomes. Here’s how it works 👇 1⃣ Effective yield increases (higher % return on the same cash dividend). The 11.5% dividend is not paid on the market price of STRC. The dividend is paid on the par value of $100. Think of each unit of STRC as $100 but you can buy it for less sometimes, depending on market conditions. If you buy one share of STRC for $90, the effective yield is 12.78%. 2⃣ Pull-to-par capital gain incentives activate. Strong buy pressure emerges from investors who want the combination of elevated effective yield + capital gains as price moves back toward $100. The higher effective yield feeds the pull-to-par dynamic, which is further supported by the Bitcoin balance sheet continuing to strengthen. Buyers at a discount capture the recovery to par as capital gains. The system self-corrects without anyone having to “defend” a peg (and again for the people in the back, there is no peg because it's not a stablecoin). STRC and similar instruments (such as SATA) rely on free-market incentives and long-term Bitcoin growth to restore equilibrium. If liquidation events (like we saw last week) push STRC below par, it simply trades below par. STRC below par does not negatively affect the dividends; it only affects short-term capital that wants to exit immediately. If STRC required active defense, that would actually be a weakness. Structures that cannot bend under stress will break. Now let's run some numbers to get an idea of the actual incentives for the market. As STRC is a perpetual, we'll go with a one-year time frame for recovery to par. And let's use the $90 IPO price. Effective yield (what you actually earn in dividends relative to your $90 cost): 11.50/90 = 12.78% Pull-to-par capital gain: (100-90)/90 = 11.11% Total return on your $90 investment: (11.5 + 10)/90 = 23.89% *Note this is a simple sum approximation. As dividends are paid semi-monthly throughout the year, the actual realized return is slightly higher if you factor in the timing of cash flows. So this ~24% one-year total return profile (yield + cap gains) is exactly what makes buying below par attractive for total-return investors. It turns a temporary discount into a high single-year payoff (or shorter) while the self-repairing mechanism does its work. To reiterate what I said previously, there's nothing for @saylor and @Strategy to do here. No need to raise the coupon, no need to increase the cash buffer, or anything else. They could do those things of course, but it’s not a necessity. STRC is working perfectly as designed.”