More on this. My guess is microstrategy gets to 350k btc or so in the next 5 years. Assuming a run up in price it will be harder to obtain. I also assume btc will go to a mil per coin within 5 years. This means based purely on the coins held they are worth 350 bil. That would put them in the top 25 of the Spx. Pretty nuts. Eventually they will likely be the most valuable company if btc gets to 10 mil a coin. Insanity.

Another thing. Once they coin the Spx there will be an even bigger feedback loop of passive flows to mstr. They will keep using capital markets to buy more btc and increasing the btc per share metric. This truly will be a wild ride nostr:note16teuqfz7znmnecd4ahtq84lagnfht3pe7nc4ey8cgha0zf09lh8qqewpcz

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They are a pretty frequent topic of conversation at our local meetups.

Someone threw out that if BTC did have a parabolic type bull run, if they may be interested in acquiring other cash flush companies and then replicating it with them. Like a reverse zombie that currently gets done in the private equity space.

They are going to be a ton of fun to watch in the coming years.

Yea what’s wild is hardly anyone else has started to run the playbook. I think they will be magnitudes higher in mc before any large company starts buying btc