Replies (36)

probably a mix of things, still digesting that 80k bomb from the last two weeks, disappointment/impatience over strategic bitcoin reserve institutions probably sold a bunch today since it's month end and they rebalance Trump tariff news from an hour ago escalating thigns into august all of that leading into a bunch of longs that sit around 113k-115k
He's already got the lead raise a few billion a week after the OTC book is clear and just by spot. Raise Clear OTC Buy spot. Raise Clear OTC Buy spot. The sooner he gets mstr to 2000 STRK trades above 200 because of 1 for 10 conversion option. Always trades above 1/10 mstr because dividend and voting rights.. Yield would be 4% at that point. They would then be able to print more money than the government below risk free rate with zero dilution of MSTR shares which drive the price. The more they sell strk the further they push btc and mstr up the lower the yield and more reason to print money cheaper than the US government. Not sure why Saylor hasn't realized this yet. He stole the money printer and its better than the governments and he doesn't know it yet.
Could raise 25 billion tomorrow and not even be at 50% leverage. Clear the OTC book with 18 billion. 7 billion left over for the week. There are 604,800 seconds in a week. So: 7,000,000,000 ÷ 604,800 ≈ 11,576.65 That means if you spread 7 billion evenly over a week, it would be about 11,576.65 per second all market buys. Just goblet it up. The higher it goes the lower your strk yield. Fuck smash 20billion in Converts that have to convert at x price make them all convert in a week and clear 20 billion of debt. Rinse was repeat with whatever amount makes sense. The price will go bananas and clear all the debt and make all the previously owned btc worth multiples more.
My brain just doesn’t comprehend how we will go that slow… the compounding rate of the debt, M2, tether / stable coins… + education, adoption, ai deflation… I just don’t see how it’s a slow grind… I mean on paper it makes sense, it just seems like there’s an inflection point on the horizon.
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Ryan Reynolds 5 months ago
Here’s hoping. A nice, slow roll allows me to accumulate more sats, day by day.
People thought we were gonna hit $220k in 2021, and here we are….. We’ll be lucky to break $150k this year it feels
Nah, rip faces off in both directions please. I want everyone to go through, what I went through
Well I guess more time to stack stats for us that are “late” to the party. How do we even factor in all these borrow against your bitcoin products that are just starting to roll out? Or if Bo Hines & crew actually buy bitcoin this year or next… there’s so many things! 🤯
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Sam 5 months ago
Relative to what?