{"id":659159,"date":"2025-02-05T18:10:56","date_gmt":"2025-02-05T23:10:56","guid":{"rendered":"https:\/\/erickimphotography.com\/blog\/?p=659159"},"modified":"2025-02-05T18:10:56","modified_gmt":"2025-02-05T23:10:56","slug":"getting-more-strength-from-the-environment-and-absorbing-from-the-environment","status":"publish","type":"post","link":"https:\/\/erickimphotography.com\/blog\/2025\/02\/05\/getting-more-strength-from-the-environment-and-absorbing-from-the-environment\/","title":{"rendered":"getting more strength from the environment and absorbing from the environment"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">High performing, high performance people<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Metaphorical steroid injections<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The photos you shot today are your best photos \u00ef\u00bf\u00bc<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u00e2\u20ac\u2122t focus on the tech, focus on the features and use cases<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">,<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Energy , intelligence, bitcoin<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u00e2\u20ac\u2122t be a little B, be a true mensch.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Not just micro<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Strategy.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Strategysoftware.com<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FASB, fair value accounting<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nasqdaq 100<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Accounting standards<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">..<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capital markets activities<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">ETP<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">18.5B raise<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">471,107 BTC<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">584M vs STRK<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>outperform Bitcoin<\/strong> via intelligent leverage ***<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">EXTREME TOLERANCE<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Convertible preferred stock<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">STRK<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FEB 6, STRK<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Highly liquid equity<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Volatile &amp; liquid commodity<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8% coupon,<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7.3 M vs 2.5M, upsized<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$22.6B raised in 2024,<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Picking up heat!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$10B in 4 years \u00e2\u20ac\u00a6 now 22.6B one year!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">BTC<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">UNIQUE VALUE PROPOSITION<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$21.7B equity issued<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$31B capital raises to increase bitcoin holdings<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Innovation in bitcoin investments<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fixed income, equity, cash<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">More to come<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$8.6B total debt issued<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Continue seeking to innovate with fixed income<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Common stock issuances<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Classic common stock, <strong>accretive<\/strong> to existing shareholders<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$836M cash invest from software company<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<br>Equity, 4.3B remaining from total $21B<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fixed income, incoming more<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Andrew Kang<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">+48% YOY, subscription revenue up<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Subscription billing up +57% YOY<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">New customer wins<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fully to cloud<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">218,800 bitcoins acquired in Q4!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Q4 almost 2x!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">50+ announcements<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12.7B$ profit!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Market value vs carrying value<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fair value<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Strong market conditions<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">16.7B sold equity , activity modest 2.9% daily trading value for MSTR<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Disciplined<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$672 per share! Dec 2029\u00e2\u20ac\u00a6 4 years from now<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Capital structure, expanding<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Debt coverage ratio<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">15x coverage<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">750 years for STRK dividends<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$58M a year<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Leverage, deleverage<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">BTC gain, BTC $ Gain<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">140,538 BTC Gain<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$13.1B BTC $ gain<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">74.3% BTC YIELD 2024<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">15% BTC YIELD. $10B BTC dollar gain target<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tie in identity<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6-8% ARR gold, real estate<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">14% SP<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">29% mag 7<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2,718% MSTR vs<br>.<br>963% Nvidia<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">More than 2x Nvidia?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">717% performance, 4 years<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2,718% performance<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">100% performance out perform<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bitcoin is 99%<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">89% volatility. MSTR is more volatile<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Volatility is <strong>Energy<\/strong>!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">More energy!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I need more energy! More MSTR?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MSTR has more energy than Bitcoin?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Liquidity, optionality<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Fast hot money<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Deepest options pool<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I NEED MORE ENERGY!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Convert 75%, BTC as 64%<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Gaining more energy<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">27x MSTR vs 7x! More than 3x. <strong>Almost 4x Bitcoin?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bitcoin Maxi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u00e2\u20ac\u2122t you want greater performance, greater energy?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">50-60 vol, 80-90 vol<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We want more volatility!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Why does more volatility have greater performance<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Doesn\u00e2\u20ac\u2122t everyone want greater performance?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1400 pounds over 1000 pounds?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Perpetual<\/strong> dividend!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Perpetual dividend<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Perpetual call option<br>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">More accretive is more good<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Intelligent leverage, BTC leverage, BTC gain<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every minute second of the day!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quad reflexive<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reflexive<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bigger cushion?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Lever up! ***<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">More leverage is more good!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bigger targets ,,, 10x higher?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Greater yield, greater gain<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I must always gain more energy!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Choose your multiple! ***<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How high do I want my multiple to be?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10x?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$2M to $200M?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">100x gain desire &#8211;?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$2M to $20M?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">BTC gain &#8211;&gt; amount of BTC we gain in not dilutive manner<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don\u00e2\u20ac\u2122t think BTC <em>loss<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">BTC GAIN &#8211;&gt; share holder value creator, in BTC terms,,,,<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$10B BTC dollar gain in 2025<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.24B in YTD,,, 10x from here?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$100k to $200k ,,, 2x<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Or .,, $350 to $3,500 \u00e2\u20ac\u00a6 10x in a year?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What are you made for?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For myself &#8211;&gt; I was made for volatility?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Strategy swag!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Extremely accretive<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">STRK small right now ,,, but will get bigger!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Meet obligations<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$20B in capital<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Participate! ***<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">I was made for investing?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">$100,000 loss ain\u00e2\u20ac\u2122t a big deal<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">StrategyB<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In the event<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Second order impact<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Arbitrage<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5-15% against Bitcoin<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Why is it still raining?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10,000 unique attendees<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Strategy World<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>. High performing, high performance people Metaphorical steroid injections The photos you shot today are your best photos \u00ef\u00bf\u00bc Don\u00e2\u20ac\u2122t focus on the tech, focus on the features and use cases , Energy , \u2026<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_ek_photo_artist_note":"","_ek_photo_thesis":"","_ek_photo_camera":"","_ek_photo_place":"","_ek_photo_human_moment":"","_ek_photo_sequence":"","_ek_photo_question":"","_ek_photo_canonical_claim":"","_ek_photo_ai_summary":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[17],"tags":[],"class_list":["post-659159","post","type-post","status-publish","format-standard","hentry","category-posts"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/659159","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/comments?post=659159"}],"version-history":[{"count":1,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/659159\/revisions"}],"predecessor-version":[{"id":659160,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/posts\/659159\/revisions\/659160"}],"wp:attachment":[{"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/media?parent=659159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/categories?post=659159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/erickimphotography.com\/blog\/wp-json\/wp\/v2\/tags?post=659159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}