MSTR is not going to blow up like LUNA but anticipate a similar situation to GBTC trading < par btc value.

Reply to this note

Please Login to reply.

Discussion

Clearly not done the work to understand MSTR.

Nope I have. I just know how this ends. I have just done the work and came up with a different conclusion than the 90%.

MSTR trades like par value to btc on balance sheet, maybe slight premium.

You own the bonds you're good; you own the equity you're the exit liquidity.

Now do fiat?

Dollars are long equity on the US govt.

Bonds are long debt on the US govt.

Bitcoin is long equity on humanity

Yep and whilst you’re saving the World, I’ll be on the beach in Mauritius. But thanks anyway .👍

Not before 65 because you can't liquidate your money 🤣

DCA only works for Plebs.

Not for corporations apparently. The next drawdown will wipe out MSTR but luckily every Pleb will survive.

You are underestimating the unending demand from the degen bond market. And also showing a lack of faith in BTC as a long term, viable solution. Shame. I think BTC can survive long term & isn’t going to zero. Shame shame on you.

Pension Is 55 in Uk and Tax free savings account has no exit restrictions.

I studied MSTR for 2 years before I invested in June 23.

So with a bit of planning and a high IQ you can live tax free off MSTR.

The UK itself is a shitcoin though. God speed in that hellhole.

Can’t argue with that. 😂.

I live in the countryside so it’s fine being away from the towns.

However I would emigrate if I did not have the oldies to look after

Simplistic take.