Hrm. Valid points but Saylor carries an entire operating company as baggage.
Discussion
i'm going to have to look into this some more. i definitely don't like having sacred cows.
sometimes i look at Tesla investors on twitter, and I don't know how they have kept up so many years. "just pivot to bitcoin/MSTR already" i wish i could tell them.
so i'm going to try to look at MSTR with a critical eye. the Josh Mandell character was complaining about Saylor's ATM usage, so there is some room for criticism of the strategy.
I just need to liquidate my IRAs and ignore stocks. 😑
I did that last year and now I owe $8000 to the IRS.
I vibe coded a Monte Carlo python simulation of $100k for 3 years. take it with a grain of salt bc i'm not a statistician. but you can see there's a significant benefit you might leave on the table.
99% BTC/1% MSTR

50%BTC/ 50% mSTR
