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Note 📝 : The link won’t be up for long!! won’t be up for long!!

What's your take, sir?

Even though I still struggle to wrap my head around all aspects of what’s going on, what I find revolutionary is that he has effectively become a vampire—latching onto the bond market by leveraging fiat credit markets to extract liquidity and convert it into Bitcoin. He is alchemizing soft money into hard money by siphoning trillions of dollars from the bond market and transforming it into Bitcoin exposure. I still don’t believe he’s entirely immune to blowing up somehow, but the next few years will be very interesting to watch unfold.

I’m seeing a lot of people already "retiring" off the dividends that MSTY is paying out. But I’m not so sure that gravy train is as bulletproof as it seems.

@preston pod with Croesus did a great analysis. Coinbase custody is the biggest risk no one seems to talk about though.

He doesn't hold his keys. That's the blow up. Counterparty risk.

Accelerate!

🤝

This. Whoever says they hold the keys for MSTR treasury holding...possibly only holds IOUs for keys. Proof of reserves at the MSTR level would be nice.

In my opinion, the biggest point of failure is custody. I don’t think using a custodian is wise for MSTR. Other than that, I think it’s brilliant. I’m humble though. I just stack sats. Coinbase is becoming an undeniable honey pot. 🍯

The MtGox, FTX of this cycle?

Coinbase is the new Federal Reserve. Nut up.