So #Microstrategy but without the annoyance of still running the software side of the business?
Discussion
And others will comeā¦
I'm more looking forward to Bitcoin reserve companies outside the US, plenty of stock markets that are DOA around the world that could use this as a life line
Im looking forward to people using their own houses to buy bitcoin š«¶š³. For people in developing countries or dictatorships is a safer investmentā¦ arguably
Don't disagree there, if you can refi and buy bitcoin and just let inflation do its thing, it could be a mega trade for many
I'm still trying to wrap my head around this. MSTR had first mover bitcoin treasury advantage, and the demand in the bond market. To beat the bitcoin hurdle rate now you need to offer something of value. How else do you achieve bitcoin per share yield?
nostr:nprofile1qqsvf646uxlreajhhsv9tms9u6w7nuzeedaqty38z69cpwyhv89ufcqpzamhxue69uhhyetvv9ujucm4wfex2mn59en8j6gpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgqg5waehxw309aex2mrp0yhxgctdw4eju6t0t25cfd is a smart dude so I must be missing something
Wee have very little to go on right now, so we're all speculating,
Does this holding company buy up various Bitcoin companies and become a portfolio company with equity + BTC balance sheet?
Or does it offer up a pure play arb on debt and equity vs Bitcoin holdings?
Is this tether being able to backdoor into US equity markets?
Who knows!