+- 394ccde86b43 -- 360d ----------------------------------------------------[...]+ | | | Bitcoin is both a convergent solution and a divergent problem | | https://blossom.primal.net/a1d38f0022c389f21000340fd0605ec1825d0caccfa7b430b4f | | d3e815fa42bae.jpg | | | +-- reply ------------------------------------------------------------------- ---+Bitcoin is both a convergent solution and a divergent problem https://blossom.primal.net/a1d38f0022c389f21000340fd0605ec1825d0caccfa7b430b4fd3e815fa42bae.jpg
npub189xvm6rtgwz0cct3fedal9vdqcwzq6pjauf8jq038rwt9nvad8lq8pyrkg
+- 394ccde86b43 -- 398d ----------------------------------------------------[...]+ | | | Michael Saylor’s bitcoin waterfall analogy: | | | | Bitcoin is a waterfall moving capital from a 500T “gallon” mountain lake. 🌦️🏔️ | | | | Water naturally flows from an unstable, high potential energy state to a | | lower, energy efficient state via gravity. ⛷️ | | | | The world’s assets are doing the same by moving towards digital capital. 🌍 | | | | nostr:nprofile1qqs2xs05tluhtr6hpgsmqqxp04898gayjlyrjlexcrndv8j6el784xqpzamhxue | | 69uhhyetvv9ujucm4wfex2mn59en8j6gpzamhxue69uhkummnw3ezuendwsh8w6t69e3xj7swe984k | | is engineering a dam & turbine to capture the turbulent kinetic energy | | released from the waterfall (volatility) and using it to light up a city | | (create shareholder value at $MSTR). ⚡️ | | | | https://youtu.be/u-NyIu1VGN0?si=fes1MY4XFQtkQH5Z | | | +-- reply ------------------------------------------------------------------- ---+Michael Saylor’s bitcoin waterfall analogy: Bitcoin is a waterfall moving capital from a 500T “gallon” mountain lake. 🌦️🏔️ Water naturally flows from an unstable, high potential energy state to a lower, energy efficient state via gravity. ⛷️ The world’s assets are doing the same by moving towards digital capital. 🌍 nostr:nprofile1qqs2xs05tluhtr6hpgsmqqxp04898gayjlyrjlexcrndv8j6el784xqpzamhxue69uhhyetvv9ujucm4wfex2mn59en8j6gpzamhxue69uhkummnw3ezuendwsh8w6t69e3xj7swe984k is engineering a dam & turbine to capture the turbulent kinetic energy released from the waterfall (volatility) and using it to light up a city (create shareholder value at $MSTR). ⚡️ https://youtu.be/u-NyIu1VGN0?si=fes1MY4XFQtkQH5Z
+- 394ccde86b43 -- 428d ----------------------------------------------------[...]+ | | | Michael Saylor can lower and raise the mNAV at $MSTR | | https://m.primal.net/PGPy.jpg | | | +-- reply ------------------------------------------------------------------- ---+Michael Saylor can lower and raise the mNAV at $MSTR https://m.primal.net/PGPy.jpg
+- 394ccde86b43 -- 430d ----------------------------------------------------[...]+ | | | The most intolerant wins: the dominance of the stubborn minority | | E.g. #bitcoin | | | | Nassim Taleb | | https://m.primal.net/PEcB.png | | | +-- reply ------------------------------------------------------------------- ---+The most intolerant wins: the dominance of the stubborn minority E.g. #bitcoin Nassim Taleb https://m.primal.net/PEcB.png
+- 394ccde86b43 -- 529d ----------------------------------------------------[...]+ | | | Once Saylor figured out bitcoin he was worried he wouldn’t be able to buy | | enough I.e. scarcity | | | | https://x.com/thebtctherapist/status/1814708363810267627?s=46 | | | +-- reply ------------------------------------------------------------------- ---+Once Saylor figured out bitcoin he was worried he wouldn’t be able to buy enough I.e. scarcity https://x.com/thebtctherapist/status/1814708363810267627?s=46
+- 394ccde86b43 -- 537d ----------------------------------------------------[...]+ | | | “We’re the only company that can actually create bonds backed by Bitcoin. | | That’s the big idea.” | | — nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m Saylor | | | +-- reply ------------------------------------------------------------------- ---+“We’re the only company that can actually create bonds backed by Bitcoin. That’s the big idea.” — nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m Saylor
+- 394ccde86b43 -- 537d ----------------------------------------------------[...]+ | | | #MSTR vs others | | | | https://bit.ly/48253HM | | https://m.primal.net/LtXR.png | | | +-- reply ------------------------------------------------------------------- ---+#MSTR vs others https://bit.ly/48253HM https://m.primal.net/LtXR.png
+- 394ccde86b43 -- 538d ----------------------------------------------------[...]+ | | | “If you own #MSTR, you’re my partner.” | | - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | +-- reply ------------------------------------------------------------------- ---+“If you own #MSTR, you’re my partner.” - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m
+- 394ccde86b43 -- 538d ----------------------------------------------------[...]+ | | | “#Bitcoin is the best use of proceeds maybe in the history of the capital | | markets.” | | - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m on | | issuing $21B of equity | | | +-- reply ------------------------------------------------------------------- ---+“#Bitcoin is the best use of proceeds maybe in the history of the capital markets.” - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m on issuing $21B of equity
+- 394ccde86b43 -- 538d ----------------------------------------------------[...]+ | | | That’s like 50k bitcoin annually or $3.6B annualized BTC gain. 30-50x multiple | | gets you get a $108B - $180B value then you tack on another $18B for the | | Bitcoin. | | | | The operation is 6-10x NAV plus the reserves | | | +-- reply ------------------------------------------------------------------- ---+That’s like 50k bitcoin annually or $3.6B annualized BTC gain. 30-50x multiple gets you get a $108B - $180B value then you tack on another $18B for the Bitcoin. The operation is 6-10x NAV plus the reserves
+- 394ccde86b43 -- 538d ----------------------------------------------------[...]+ | | | If we have a 5% BTC yield in the quarter, that’s the same as acquiring 12500 | | bitcoin for our shareholders without dilution | | | +-- reply ------------------------------------------------------------------- ---+If we have a 5% BTC yield in the quarter, that’s the same as acquiring 12500 bitcoin for our shareholders without dilution
+- 394ccde86b43 -- 538d ----------------------------------------------------[...]+ | | | If we were holding treasury bills at 0% a year it would trade at a 20x PE but | | we’re holding Bitcoin so that’s conservative (20 x 10% = 2x Premium) | | | +-- reply ------------------------------------------------------------------- ---+If we were holding treasury bills at 0% a year it would trade at a 20x PE but we’re holding Bitcoin so that’s conservative (20 x 10% = 2x Premium)
+- 394ccde86b43 -- 538d ----------------------------------------------------[...]+ | | | If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock | | to trade at 30-50x PE. | | | | If $MSTR is accreting bitcoin at 6-10% CAGR then | | | | 30x10% is a 3x premium to NAV | | 50x10% is a 5x premium to NAV | | | | https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf | | nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | | nostr:note17jh2ufne9uh2e7zny8f4u3jy24x9gyv5h5z7uk842nk3yykf6ecqf89rym | | | +-- reply ------------------------------------------------------------------- ---+If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock to trade at 30-50x PE. If $MSTR is accreting bitcoin at 6-10% CAGR then 30x10% is a 3x premium to NAV 50x10% is a 5x premium to NAV https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m nostr:note17jh2ufne9uh2e7zny8f4u3jy24x9gyv5h5z7uk842nk3yykf6ecqf89rym
+- 394ccde86b43 -- 539d ----------------------------------------------------[...]+ | | | “There’s a point of humility when you realize that maybe your brilliance was | | that someone else had a good idea, and to embrace the idea.” | | - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | | “People who are gifted, smart, and high energy, it's not their natural | | inclination to be able to embrace and accept things that are done on your | | behalf rather than by your active work.” | | - Tom Gayner | | | | “To be open to the idea of cloning, it requires you to be humble (release your | | ego) | | | | You need to be willing to think ‘everyone is smarter than me, and so I should | | copy what works’” | | - Mohnish Pabrai | | | +-- reply ------------------------------------------------------------------- ---+“There’s a point of humility when you realize that maybe your brilliance was that someone else had a good idea, and to embrace the idea.” - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m “People who are gifted, smart, and high energy, it's not their natural inclination to be able to embrace and accept things that are done on your behalf rather than by your active work.” - Tom Gayner “To be open to the idea of cloning, it requires you to be humble (release your ego) You need to be willing to think ‘everyone is smarter than me, and so I should copy what works’” - Mohnish Pabrai
+- 394ccde86b43 -- 543d ----------------------------------------------------[...]+ | | | Building trust and transparency with BTC principles | | https://m.primal.net/LnYB.jpg | | | +-- reply ------------------------------------------------------------------- ---+Building trust and transparency with BTC principles https://m.primal.net/LnYB.jpg
+- 394ccde86b43 -- 543d ----------------------------------------------------[...]+ | | | Analogy to an oil company that refines a crude commodity | | https://m.primal.net/LnWz.jpg | | | +-- reply ------------------------------------------------------------------- ---+Analogy to an oil company that refines a crude commodity https://m.primal.net/LnWz.jpg
+- 394ccde86b43 -- 543d ----------------------------------------------------[...]+ | | | $MSTR = Bitcoin Treasury Company (BTC) | | https://m.primal.net/LnWs.jpg | | | +-- reply ------------------------------------------------------------------- ---+$MSTR = Bitcoin Treasury Company (BTC) https://m.primal.net/LnWs.jpg
+- 394ccde86b43 -- 555d ----------------------------------------------------[...]+ | | | What an interview with | | nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | | Likens $MSTR to Standard Oil, taking in “crude oil” and allowing it to be | | “refined” for institutions to use via convertible bonds, options, fixed income | | etc | | | | https://www.youtube.com/watch?v=eThjo9wYoF0 | | | +-- reply ------------------------------------------------------------------- ---+What an interview with nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m Likens $MSTR to Standard Oil, taking in “crude oil” and allowing it to be “refined” for institutions to use via convertible bonds, options, fixed income etc https://www.youtube.com/watch?v=eThjo9wYoF0
+- 394ccde86b43 -- 581d ----------------------------------------------------[...]+ | | | If $MSTR has $3.8B in debt with 226,500 #bitcoin | | | | Bitcoin’s price could fall to $16,777 to pay back all their loans (if no one | | converted their debt into shares). | | https://m.primal.net/Kyir.png | | | +-- reply ------------------------------------------------------------------- ---+If $MSTR has $3.8B in debt with 226,500 #bitcoin Bitcoin’s price could fall to $16,777 to pay back all their loans (if no one converted their debt into shares). https://m.primal.net/Kyir.png
+- 394ccde86b43 -- 581d ----------------------------------------------------[...]+ | | | $MSTR shows us the assumed increase in share count from the convertible debt. | | | | Unlike debt, these won’t have to be paid back if #bitcoin continues to go up | | and the holders decide to convert. | | https://m.primal.net/KyiU.png | | | +-- reply ------------------------------------------------------------------- ---+$MSTR shows us the assumed increase in share count from the convertible debt. Unlike debt, these won’t have to be paid back if #bitcoin continues to go up and the holders decide to convert. https://m.primal.net/KyiU.png
+- 394ccde86b43 -- 581d ----------------------------------------------------[...]+ | | | Considerable digital asset impairment losses due to the old FASB accounting | | standards. | | | | $MSTR will be able to show its gains from holding #bitcoin after 12/15/24. | | https://m.primal.net/KyiO.png | | | +-- reply ------------------------------------------------------------------- ---+Considerable digital asset impairment losses due to the old FASB accounting standards. $MSTR will be able to show its gains from holding #bitcoin after 12/15/24. https://m.primal.net/KyiO.png
+- 394ccde86b43 -- 585d ----------------------------------------------------[...]+ | | | $MSTR making moves to become more resilient | | https://m.primal.net/KuQo.jpg | | https://m.primal.net/KuQt.jpg | | | +-- reply ------------------------------------------------------------------- ---+$MSTR making moves to become more resilient https://m.primal.net/KuQo.jpg https://m.primal.net/KuQt.jpg
+- 394ccde86b43 -- 594d ----------------------------------------------------[...]+ | | | What an interview by | | nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m on CNBC | | | | https://x.com/saylor/status/1833106549432094956?s=46 | | | +-- reply ------------------------------------------------------------------- ---+What an interview by nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m on CNBC https://x.com/saylor/status/1833106549432094956?s=46
+- 394ccde86b43 -- 617d ----------------------------------------------------[...]+ | | | Think about your life before: | | | | Science crashed into medicine | | Science impinged on astronomy | | Science blasted into navigation | | | | Now science is colliding with economics… | | | | Pretty big deal | | | | -nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73 | | | | https://youtu.be/A60jVnAIX40?si=7DdzLZvOOVbinnQo&t=734 | | | +-- reply ------------------------------------------------------------------- ---+Think about your life before: Science crashed into medicine Science impinged on astronomy Science blasted into navigation Now science is colliding with economics… Pretty big deal -nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73 https://youtu.be/A60jVnAIX40?si=7DdzLZvOOVbinnQo&t=734
+- 394ccde86b43 -- 619d ----------------------------------------------------[...]+ | | | “Economics is pseudoscience before Satoshi… if you don’t have an instrument of | | proper money, you can’t posit a properly functioning economy…. #bitcoin is the | | singularity where science collides with economics.” | | - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | | https://www.youtube.com/watch?v=A60jVnAIX40&t=376s | | nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73 | | | +-- reply ------------------------------------------------------------------- ---+“Economics is pseudoscience before Satoshi… if you don’t have an instrument of proper money, you can’t posit a properly functioning economy…. #bitcoin is the singularity where science collides with economics.” - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m https://www.youtube.com/watch?v=A60jVnAIX40&t=376s nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73
+- 394ccde86b43 -- 623d ----------------------------------------------------[...]+ | | | @saylor sees #bitcoin growing at 21-37% from here | | https://m.primal.net/JwWd.jpg | | | +-- reply ------------------------------------------------------------------- ---+@saylor sees #bitcoin growing at 21-37% from here https://m.primal.net/JwWd.jpg
+- 394ccde86b43 -- 623d ----------------------------------------------------[...]+ | | | Can anyone help me set up my primal wallet as a New Yorker? | | | | If it matters I’ll be moving to New Jersey soon. | | | | All I get are “Our apologies, we are not able to activate your Primal Wallet | | based on the information you provided.” | | nostr:npub12vkcxr0luzwp8e673v29eqjhrr7p9vqq8asav85swaepclllj09sylpugg | | | +-- reply ------------------------------------------------------------------- ---+Can anyone help me set up my primal wallet as a New Yorker? If it matters I’ll be moving to New Jersey soon. All I get are “Our apologies, we are not able to activate your Primal Wallet based on the information you provided.” nostr:npub12vkcxr0luzwp8e673v29eqjhrr7p9vqq8asav85swaepclllj09sylpugg
+- 394ccde86b43 -- 633d ----------------------------------------------------[...]+ | | | How nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | keeps track of the BTC accretion at $mstr: | | | | Look at the change (%) in BTC/Assumed diluted shares outstanding | | https://m.primal.net/JlVB.jpg | | | +-- reply ------------------------------------------------------------------- ---+How nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m keeps track of the BTC accretion at $mstr: Look at the change (%) in BTC/Assumed diluted shares outstanding https://m.primal.net/JlVB.jpg
+- 394ccde86b43 -- 729d ----------------------------------------------------[...]+ | | | https://youtu.be/bUfVLzNdOyc?si=z2teOjYVbZzKaxug&t=1815 | | | +-- reply ------------------------------------------------------------------- ---+https://youtu.be/bUfVLzNdOyc?si=z2teOjYVbZzKaxug&t=1815
+- 394ccde86b43 -- 729d ----------------------------------------------------[...]+ | | | #MSTR ‘s volatility is a feature not a bug. | | | | nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | describes buying bitcoin as putting a “crypto oscillator” or “crypto engine” | | onto the balance sheet. | | | | With such a large #bitcoin position, the crypto economy drives the volatility | | at #MSTR | | - this volatility is driving the equity | | - the equity is driving the options | | - the options are driving the arbitragers | | - the arbitragers are providing unsecured, almost interest free capital | | - the capital is then used to reinvest into #bitcoin for the benefit of | | shareholders | | | +-- reply ------------------------------------------------------------------- ---+#MSTR ‘s volatility is a feature not a bug. nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m describes buying bitcoin as putting a “crypto oscillator” or “crypto engine” onto the balance sheet. With such a large #bitcoin position, the crypto economy drives the volatility at #MSTR - this volatility is driving the equity - the equity is driving the options - the options are driving the arbitragers - the arbitragers are providing unsecured, almost interest free capital - the capital is then used to reinvest into #bitcoin for the benefit of shareholders
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+- 394ccde86b43 -- 360d ----------------------------------------------------[...]+ | | | Bitcoin is both a convergent solution and a divergent problem | | https://blossom.primal.net/a1d38f0022c389f21000340fd0605ec1825d0caccfa7b430b4f | | d3e815fa42bae.jpg | | | +-- reply ------------------------------------------------------------------- ---+Bitcoin is both a convergent solution and a divergent problem https://blossom.primal.net/a1d38f0022c389f21000340fd0605ec1825d0caccfa7b430b4fd3e815fa42bae.jpg
+- 394ccde86b43 -- 398d ----------------------------------------------------[...]+ | | | Michael Saylor’s bitcoin waterfall analogy: | | | | Bitcoin is a waterfall moving capital from a 500T “gallon” mountain lake. 🌦️🏔️ | | | | Water naturally flows from an unstable, high potential energy state to a | | lower, energy efficient state via gravity. ⛷️ | | | | The world’s assets are doing the same by moving towards digital capital. 🌍 | | | | nostr:nprofile1qqs2xs05tluhtr6hpgsmqqxp04898gayjlyrjlexcrndv8j6el784xqpzamhxue | | 69uhhyetvv9ujucm4wfex2mn59en8j6gpzamhxue69uhkummnw3ezuendwsh8w6t69e3xj7swe984k | | is engineering a dam & turbine to capture the turbulent kinetic energy | | released from the waterfall (volatility) and using it to light up a city | | (create shareholder value at $MSTR). ⚡️ | | | | https://youtu.be/u-NyIu1VGN0?si=fes1MY4XFQtkQH5Z | | | +-- reply ------------------------------------------------------------------- ---+Michael Saylor’s bitcoin waterfall analogy: Bitcoin is a waterfall moving capital from a 500T “gallon” mountain lake. 🌦️🏔️ Water naturally flows from an unstable, high potential energy state to a lower, energy efficient state via gravity. ⛷️ The world’s assets are doing the same by moving towards digital capital. 🌍 nostr:nprofile1qqs2xs05tluhtr6hpgsmqqxp04898gayjlyrjlexcrndv8j6el784xqpzamhxue69uhhyetvv9ujucm4wfex2mn59en8j6gpzamhxue69uhkummnw3ezuendwsh8w6t69e3xj7swe984k is engineering a dam & turbine to capture the turbulent kinetic energy released from the waterfall (volatility) and using it to light up a city (create shareholder value at $MSTR). ⚡️ https://youtu.be/u-NyIu1VGN0?si=fes1MY4XFQtkQH5Z
+- 394ccde86b43 -- 428d ----------------------------------------------------[...]+ | | | Michael Saylor can lower and raise the mNAV at $MSTR | | https://m.primal.net/PGPy.jpg | | | +-- reply ------------------------------------------------------------------- ---+Michael Saylor can lower and raise the mNAV at $MSTR https://m.primal.net/PGPy.jpg
+- 394ccde86b43 -- 430d ----------------------------------------------------[...]+ | | | The most intolerant wins: the dominance of the stubborn minority | | E.g. #bitcoin | | | | Nassim Taleb | | https://m.primal.net/PEcB.png | | | +-- reply ------------------------------------------------------------------- ---+The most intolerant wins: the dominance of the stubborn minority E.g. #bitcoin Nassim Taleb https://m.primal.net/PEcB.png
+- 394ccde86b43 -- 537d ----------------------------------------------------[...]+ | | | #MSTR vs others | | | | https://bit.ly/48253HM | | https://m.primal.net/LtXR.png | | | +-- reply ------------------------------------------------------------------- ---+#MSTR vs others https://bit.ly/48253HM https://m.primal.net/LtXR.png
+- 394ccde86b43 -- 538d ----------------------------------------------------[...]+ | | | If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock | | to trade at 30-50x PE. | | | | If $MSTR is accreting bitcoin at 6-10% CAGR then | | | | 30x10% is a 3x premium to NAV | | 50x10% is a 5x premium to NAV | | | | https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf | | nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | | nostr:note17jh2ufne9uh2e7zny8f4u3jy24x9gyv5h5z7uk842nk3yykf6ecqf89rym | | | +-- reply ------------------------------------------------------------------- ---+If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock to trade at 30-50x PE. If $MSTR is accreting bitcoin at 6-10% CAGR then 30x10% is a 3x premium to NAV 50x10% is a 5x premium to NAV https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m nostr:note17jh2ufne9uh2e7zny8f4u3jy24x9gyv5h5z7uk842nk3yykf6ecqf89rym
+- 394ccde86b43 -- 543d ----------------------------------------------------[...]+ | | | Building trust and transparency with BTC principles | | https://m.primal.net/LnYB.jpg | | | +-- reply ------------------------------------------------------------------- ---+Building trust and transparency with BTC principles https://m.primal.net/LnYB.jpg
+- 394ccde86b43 -- 543d ----------------------------------------------------[...]+ | | | Analogy to an oil company that refines a crude commodity | | https://m.primal.net/LnWz.jpg | | | +-- reply ------------------------------------------------------------------- ---+Analogy to an oil company that refines a crude commodity https://m.primal.net/LnWz.jpg
+- 394ccde86b43 -- 543d ----------------------------------------------------[...]+ | | | $MSTR = Bitcoin Treasury Company (BTC) | | https://m.primal.net/LnWs.jpg | | | +-- reply ------------------------------------------------------------------- ---+$MSTR = Bitcoin Treasury Company (BTC) https://m.primal.net/LnWs.jpg
+- 394ccde86b43 -- 555d ----------------------------------------------------[...]+ | | | What an interview with | | nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | | Likens $MSTR to Standard Oil, taking in “crude oil” and allowing it to be | | “refined” for institutions to use via convertible bonds, options, fixed income | | etc | | | | https://www.youtube.com/watch?v=eThjo9wYoF0 | | | +-- reply ------------------------------------------------------------------- ---+What an interview with nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m Likens $MSTR to Standard Oil, taking in “crude oil” and allowing it to be “refined” for institutions to use via convertible bonds, options, fixed income etc https://www.youtube.com/watch?v=eThjo9wYoF0
+- 394ccde86b43 -- 581d ----------------------------------------------------[...]+ | | | If $MSTR has $3.8B in debt with 226,500 #bitcoin | | | | Bitcoin’s price could fall to $16,777 to pay back all their loans (if no one | | converted their debt into shares). | | https://m.primal.net/Kyir.png | | | +-- reply ------------------------------------------------------------------- ---+If $MSTR has $3.8B in debt with 226,500 #bitcoin Bitcoin’s price could fall to $16,777 to pay back all their loans (if no one converted their debt into shares). https://m.primal.net/Kyir.png
+- 394ccde86b43 -- 581d ----------------------------------------------------[...]+ | | | $MSTR shows us the assumed increase in share count from the convertible debt. | | | | Unlike debt, these won’t have to be paid back if #bitcoin continues to go up | | and the holders decide to convert. | | https://m.primal.net/KyiU.png | | | +-- reply ------------------------------------------------------------------- ---+$MSTR shows us the assumed increase in share count from the convertible debt. Unlike debt, these won’t have to be paid back if #bitcoin continues to go up and the holders decide to convert. https://m.primal.net/KyiU.png
+- 394ccde86b43 -- 581d ----------------------------------------------------[...]+ | | | Considerable digital asset impairment losses due to the old FASB accounting | | standards. | | | | $MSTR will be able to show its gains from holding #bitcoin after 12/15/24. | | https://m.primal.net/KyiO.png | | | +-- reply ------------------------------------------------------------------- ---+Considerable digital asset impairment losses due to the old FASB accounting standards. $MSTR will be able to show its gains from holding #bitcoin after 12/15/24. https://m.primal.net/KyiO.png
+- 394ccde86b43 -- 585d ----------------------------------------------------[...]+ | | | $MSTR making moves to become more resilient | | https://m.primal.net/KuQo.jpg | | https://m.primal.net/KuQt.jpg | | | +-- reply ------------------------------------------------------------------- ---+$MSTR making moves to become more resilient https://m.primal.net/KuQo.jpg https://m.primal.net/KuQt.jpg
+- 394ccde86b43 -- 617d ----------------------------------------------------[...]+ | | | Think about your life before: | | | | Science crashed into medicine | | Science impinged on astronomy | | Science blasted into navigation | | | | Now science is colliding with economics… | | | | Pretty big deal | | | | -nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73 | | | | https://youtu.be/A60jVnAIX40?si=7DdzLZvOOVbinnQo&t=734 | | | +-- reply ------------------------------------------------------------------- ---+Think about your life before: Science crashed into medicine Science impinged on astronomy Science blasted into navigation Now science is colliding with economics… Pretty big deal -nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73 https://youtu.be/A60jVnAIX40?si=7DdzLZvOOVbinnQo&t=734
+- 394ccde86b43 -- 619d ----------------------------------------------------[...]+ | | | “Economics is pseudoscience before Satoshi… if you don’t have an instrument of | | proper money, you can’t posit a properly functioning economy…. #bitcoin is the | | singularity where science collides with economics.” | | - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | | | https://www.youtube.com/watch?v=A60jVnAIX40&t=376s | | nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73 | | | +-- reply ------------------------------------------------------------------- ---+“Economics is pseudoscience before Satoshi… if you don’t have an instrument of proper money, you can’t posit a properly functioning economy…. #bitcoin is the singularity where science collides with economics.” - nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m https://www.youtube.com/watch?v=A60jVnAIX40&t=376s nostr:npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73
+- 394ccde86b43 -- 623d ----------------------------------------------------[...]+ | | | @saylor sees #bitcoin growing at 21-37% from here | | https://m.primal.net/JwWd.jpg | | | +-- reply ------------------------------------------------------------------- ---+@saylor sees #bitcoin growing at 21-37% from here https://m.primal.net/JwWd.jpg
+- 394ccde86b43 -- 633d ----------------------------------------------------[...]+ | | | How nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m | | keeps track of the BTC accretion at $mstr: | | | | Look at the change (%) in BTC/Assumed diluted shares outstanding | | https://m.primal.net/JlVB.jpg | | | +-- reply ------------------------------------------------------------------- ---+How nostr:npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m keeps track of the BTC accretion at $mstr: Look at the change (%) in BTC/Assumed diluted shares outstanding https://m.primal.net/JlVB.jpg
+- 394ccde86b43 -- 729d ----------------------------------------------------[...]+ | | | https://youtu.be/bUfVLzNdOyc?si=z2teOjYVbZzKaxug&t=1815 | | | +-- reply ------------------------------------------------------------------- ---+https://youtu.be/bUfVLzNdOyc?si=z2teOjYVbZzKaxug&t=1815
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npub: npub189xvm6rtgwz0cct3fedal9vdqcwzq6pjauf8jq038rwt9nvad8lq8pyrkg
hex: 394ccde86b4384fc61714e5bdf958d061c206832ef127901f138dcb2cd9d69fe
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