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Replying to Avatar StackSats.IO

How would you play the MSTR stack?

Saylor’s 150k coins inside Microstrategy, a US listed company, has got to be considered in the sovereign level game theory. If the US 6102s him and he rolls over, he will forever be considered a spook and MSTR nothing more than a front. It would be either the most valuable robbery or biggest psyop in history.

Assuming he’s not under the thumb of the US Gov or it’s agencies, what if he did a deal with a nation state to bitcoinise their economy with MSTR? Maybe buy out the local currency to a Bitcoin peg, move a few million people on to BTC, he gets sovereign immunity in his new Bitcoin nation and the influx of new Users sees his investment rise massively on the new adoption wave - they all get wealthier together.

Surely he’s got to be thinking about options because that MSTR stack is otherwise as good as gone once the State wakes up to the threat Bitcoin poses.

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Enki 2y ago

Is it bad that I already think hes a spook. 😬

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