With FASB accounting and many many more publicly traded companies buying g BTC every month do they all start going bananas on the last day of the quarters to push BTC price up so they have great quarterly earnings and push their BTC premiums higher?
For instance BTC over 98k ish makes MSTR eligible for SP500 inclusion. Shows positive earnings for 12 month rolling and should boost premium... a shit load if they get sp500 inclusion. However, if BTC is over 118k th3y will have the largest quarterly earnings in history bumping off apple. They will go from losing money q1 to largest quarterly in history. Make SP500 inclusion an absolute lock and push their PE to like 1. The average PE on sp500 is 28.4 and top 10 is 49.3. That would demand a PE for MSTR of at least 20. That .makes them 20x and would go in as the biggest stock inclusion on the sp500 ever. There would be a forced 100billion dollars added to portfolios in a 2 day period.
So my question, does Saylor realize this? Do the other companies realize this. Do they all go balls out for 24 hrs on 30 June to rip the price higher to set themselves up to raise money at much higher premiums and moon bitcoin?
It is a legit question because saylor totally fucked up FASB in q4 2024 when he didn't FASB report when he could have. TSLA did and the stock popped 10% plus. Saylor didn't and could never show the 15 billion he was up from day 1 til end of 2024 total buffoon move. Because the profits from q4 2024 back were all basically added to the back of the balance sheet and never realized on the P and L. Totally wasting their leg up on the market. Feel like he will sit on his hands here inst3ad of raising 10 billion and ripping market buys all day on 30 June. Idiot move but won't be the first.
Figured I'd show you nerds the future even though you don't deserve it. Using my PowerbellGM2 equation and plotting out the next 20 weeks mirroring 2017 which is very similar in a lot of ways (You can see the last 20 points are lighter) Here is a very close path to what we are going to do. $550K by last week of September and then the pullback. Could come back to as low as 60K by December 2026 but probably more like 100K.
You're welcome.