Saylor just posted something cryptic.
"What if we start adding green dots?"
Most people think it means MSTR share buybacks.
I think they're wrong. ❌
🟢 Green dots = BTC buys funded through a BTC-backed bank line.
Overcollateralized. SOFR + ~1%.
Same dots, new source of capital.
🔶 Why does this matter?
If banks accept Bitcoin as collateral, borrowing against it becomes far cheaper. For everyone.
This is a massive long-term validation.
And Strategy wants us to notice.
🔶 Why am I confident?
In January 2025, while everyone was focused on the Bitcoin Strategic Reserve (which never happened), I was focused on something else: SAB121 repeal.
I predicted those accounting rules would change.
They did—shortly after.
That change made BTC-backed bank lines possible. 🔓
Now, close to one year later, it's about time to see this implemented.
The mainstream says: share buybacks.
I say: Bitcoin-backed credit lines from major banks.
We'll see who's right.
👉 Follow for more contrarian takes and nuanced analysis on Bitcoin, saving, and investing.
#Bitcoin #MSTR #Saylor
