Published: June 7, 2025
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🔥THE MSTR ENDGAME THREAD: Q2 FACE MELTER INCOMING🔥 It’s OVER. @Saylor is about to drop a 💣 $15-20 BILLION 💣 profit bomb on Wall Street the moment Q2 closes. In 23 days. The haters are FINISHED. The analysts are BEWILDERED. The CFOs are TERRIFIED. Let's cover this

Image in tweet by Adam Livingston

First: the accounting weapon is active. FASB 2023-08 is live. Every single dollar BTC moves now flows directly into GAAP earnings. No more impairment charges. No more footnotes. No more TradFi cope. It hits the P&L as profit. On schedule. Every quarter.

Second: the ammo stack. @Strategy’s war chest: 580,955 BTC Q1 cost basis: $82,549 Current BTC: ~$105K Saylor is going to MELT FACES with these numbers, folks.

Now the math that will break Wall Street’s collective brain: If BTC closes Q2 at: $105K → $13B profit $110K → $16B profit $120K → $21.8B profit $130K → $27.6B profit And the quarter isn’t even over yet. The melt-up hasn't even started.

TradFi is completely unprepared for this number. They still think MSTR prints "software earnings." They’re about to see $15-20B in GAAP profit flow into the P&L without issuing a single invoice. Just pure monetary appreciation. Pure Bitcoin torque.

Tax friction? None. Years of impairments created massive net operating losses. The entire profit bomb will likely drop pre-tax and after-tax nearly 1:1. $15B profit? Could very well mean $15B net income. Yes - one quarter.

S&P 500 inclusion becomes automatic. The boxes are checked: ✅ $105B market cap ✅ 80% public float ✅ $3.5-5B daily liquidity ✅ GAAP profits positive last 4 quarters (obliterated deficits) There will be no debate. Just forced index flows.

Forced flows will ignite the real panic. ~$25-30B passive inflows as ETFs rebalance Every CIO now has to explain why their "cash equivalent" allocation is earning 5% while Saylor just printed $15B in non-dilutive GAAP profit for simply holding Bitcoin. The old capital models

TradFi’s models were never designed for Bitcoinized equity. P/E models implode. EV/EBITDA explodes. Cash flow modeling becomes useless.

Now let’s address the MSTR haters directly. The same people who said: "It’s a leveraged Ponzi." "He’ll get margin called." "He overpaid for Bitcoin." "It’s just a software company." Are about to watch him print more profit in 90 days than 300 S&P companies generate in a

The haters will say: "It’s just paper gains." Correct. But your entire financial system is based on paper gains. You pay 25x earnings for Apple because of future growth. Strategy just booked that growth in one quarter - and didn't have to sell a single product.

This is when TradFi "gets it." EPS explodes from ~$6 to $600+. P/E ratios get VAPORIZED. Wall Street quants are forced to model BTC appreciation into forward earnings. Bitcoin is no longer "off balance sheet." It is the balance sheet.

And here's your prophecy: When Q2 closes, Saylor will stand calmly on the NYSE balcony and unveil a double-digit-billion profit - not by issuing debt, not by cutting costs... But by capturing monetary gravity itself. The S&P committee will bend the knee. The final form of

The Bitcoin Treasury Epoch has only begun. Strategy Metaplanet Nakamoto Semler The Blockchain Group Moon Inc. And dozens more incoming Every quarter these companies will report pure capital compression profits. Every quarter, the fiat system will fracture further.

MSTR Q2 will be remembered as the loudest klaxon in modern financial history. TradFi will choke. Index funds will scramble. CFOs will panic. The last $MSTR short will hit the bid at the exact pico-top. The asymmetric game is accelerating. THE BEARS ARE OUT OF TIME.

Image in tweet by Adam Livingston

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