Replying to Avatar DoNotTrustVerify

Debt/BTC NAV = 12%. IMO you don’t get the meaning of ‘margin call’. Also, as ‘Bitcoin VC’ (😂😂😂 it doesn’t get more oxy-moron than this) what do you think is a good level of Debt/Equity ratio? And how would equity be capitalised if not with BTC?!
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DoNotTrustVerify 4mo ago

People are roasting because Saylor found a way to print FIAT instruments and siphon away BTC. I think that’s genius. Will copycats be destroyed? 100%. But when that happens I hope you have a pile of cash to buy MSTR at mNAV < 1… and this will be when BTC will also be low in the cycle.

When mNAV goes up to >1.8 convert into BTC. This is a way more efficient strategy than DCA.

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Ape Mithrandir 4mo ago

Saylor is a bad actor. He wants custodial Bitcoin and Bitcoin backed by debt.

Bitcoin should be self-custodial and debt free. Money backed by debt is what the Fed and other central bankers want.