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Replying to Avatar DRE

I don’t either, but that wasn’t my point.

I’m saying that even if 100 companies with 1,000 BTC blow up, Strategy alone could sweep those Sats in a few months or less if they issue a convert.

Scale matters here, and the biggest players this time around are Bitcoin black holes with virtually no liquidation price. Their stack is permanent capital.

There will be booms and busts in the stocks of those companies, but that’s not necessarily going to translate to Bitcoin being sold. How much Bitcoin do you think Strategy will be buying next January when they have S&P 500 passive flows at their size (presumably over $200B)? How much will the market for their 3 preferred offerings have grown by then? They will be able to deploy $1B per week easily.

None of this takes into account nation-state adoption and the Twenty-One Capitals and Metplanets of the world.

Lettuce hands will sell for a 2X gain, and we will have 30% corrections like we had this year.

BUT we are going higher for longer, bro.

Get bullish 😂jk

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HODL 6mo ago

I’d like for you to be right

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