Benoit @benoitz

Bitcoin, MSTR, asymmetric bets Learning in public Co-founder of https://t.co/AzVhdRPdQ1 Austin Joined April 2009

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Benoit @benoitz

a hour ago

Another 500 shares of $MSTR today at $86. Every lower price gets a little more cash from me. Not trying to catch the exact bottom. Just following the plan.

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Benoit @benoitz

a day ago

Added 500 shares of $MSTR at $95 today. A few weeks ago I was hoping for these prices. Everyone wants lower prices until they actually get them.

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Benoit @benoitz

2 days ago

@BitMasterK Same. Everyone wants higher future returns, but nobody wants the lower prices that make them possible.

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Benoit @benoitz

2 days ago

@aaronbina13 How low?

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Added 500 shares of $MSTR today at $105. Not trying to pick the bottom. Just slowly deploying cash into prices I like. And if we get sub-100, I still have cash left to deploy. Cash is now down to ~18% of the portfolio.

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Benoit @benoitz

a week ago

Current top 3 holdings: 1. $MSTR — 44% (13,000 shares @ $57.88) 2. $IREN — 22% (12,000 shares @ $43.00) 3. Cash / SGOV — 19% Still concentrated. The difference is I now have enough cash to buy fear instead of just watching it.

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Benoit @benoitz

a week ago

@clintoptions The bankruptcy thesis gets stronger every time the stock goes down. Every bear thesis sounds convincing until someone asks for the actual mechanism.

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Benoit @benoitz

a week ago

@Nicolascole77 @saylor People want asymmetric returns with symmetric emotions. Unfortunately, that’s not how it works.

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Benoit @benoitz

a week ago

@valerijatrades1 Acquire 800,000+ BTC. Spend his time promoting Bitcoin globally. Get accused of being bad for Bitcoin. Tough crowd 😄

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Benoit @benoitz

a week ago

@matthughes13 That’s usually how bottoms work. Everyone wants lower prices until they get them.

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Benoit @benoitz

a week ago

Starting to nibble on $MSTR and $STRC here MSTR < 110 STRC < 90 Not calling a bottom, could absolutely go lower Finally getting into a range where I like the risk/reward These are the first prices in a while that make me want to deploy cash

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Benoit @benoitz

a week ago

@JoshMandell6 Those aren’t stretch marks anymore, Those are shareholder tattoos

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Benoit @benoitz

a week ago

@CoinDesk Isn't Strike based in Chicago. Are they going to relocate?

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Benoit @benoitz

a week ago

@moninvestor Beautiful. At $30, it feels like the market is still assigning very little value to the peptide opportunity.

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Benoit @benoitz

a week ago

@ColeMacro Banger

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Benoit @benoitz

2 weeks ago

@mikealfred As a shareholder, I love seeing this kind of alignment. Nothing says conviction quite like writing a bigger check.

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Benoit @benoitz

2 weeks ago

@RealJackPoor 1. Go acquire 845,256 Bitcoins 2. Earn the right to call Saylor insane

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Benoit @benoitz

2 weeks ago

@FinFreedom414 Bullish at $500. Bearish at $120. A timeless tradition. Everyone is a long-term investor until the stock goes down.

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Benoit @benoitz

2 weeks ago

@kevinxu Yeah, you’re good. $HIMS was a good buy. I bought around the same time as you and I’m still holding, up about 10%.

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Benoit @benoitz

3 weeks ago

$IREN down 13%. Added more shares today. I've been adding every time the stock drops 20%+ from a recent peak. Could be early. Could get worse. But these are usually the days that matter more than the green ones.