Saylor just posted something cryptic.

"What if we start adding green dots?"

Most people think it means MSTR share buybacks.

I think they're wrong. โŒ

๐ŸŸข Green dots = BTC buys funded through a BTC-backed bank line.

Overcollateralized. SOFR + ~1%.

Same dots, new source of capital.

๐Ÿ”ถ Why does this matter?

If banks accept Bitcoin as collateral, borrowing against it becomes far cheaper. For everyone.

This is a massive long-term validation.

And Strategy wants us to notice.

๐Ÿ”ถ Why am I confident?

In January 2025, while everyone was focused on the Bitcoin Strategic Reserve (which never happened), I was focused on something else: SAB121 repeal.

I predicted those accounting rules would change.

They didโ€”shortly after.

That change made BTC-backed bank lines possible. ๐Ÿ”“

Now, close to one year later, it's about time to see this implemented.

The mainstream says: share buybacks.

I say: Bitcoin-backed credit lines from major banks.

We'll see who's right.

๐Ÿ‘‰ Follow for more contrarian takes and nuanced analysis on Bitcoin, saving, and investing.

#Bitcoin #MSTR #Saylor

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