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gojiberra
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figuring it all out I appreciate your humor, insight, and your post whether or not I agree

The simulation realized it needed to give Adam Livingston a brother...

If my landlady sold the apartment out from under me to buy STRK, she could earn twice what she charges me in rent. Plus the Bitcoin appreciation. And pay no property tax and maintenance people.

That $80 dividend per year also means this bond(10) pays for itself after just 12.5 years.

Seems like a solid PE ratio !

Plus 10($1000) offers the exposure to 1 share MSTR, effectively Bitcoin real estate.

A cash flowing Bitcoin hotel that we can buy for our Monopoly boards (aka portfolio).

BTC yield accrual of 19.2% YTD to share

It's good for a laugh. And "it's a call for healing" is what I identify it as. Or you are the lion in Androcles and the lion.

if you think back to the day it happened and what you were doing, what the energy was. Were you running away from anything in particular?

Just goofing around. But I do think the universe is energetic as well as material.

That sounds even better. Also, maybe look up what it means energetically to step on something sharp. I tend to always do that when I'm having some issues

"maxed out margin on buying STRK" --Anders

This Dan Hillary idea is so tempting. It's seems like a no-brainer.

I'm glad other people are thinking the same thing.

If a portfolio is my mercantile store. I want to stock these cool bonds that are also Bitcoin calls.

STRK feels like one of those magical animals from Hogwarts school. I'm sure they are worth so much more than what they are selling for now. Next year they are going to be selling like hot cakes. I just have to take care of them in the meantime and pay the margin food machine to feed them for a few months. And maybe I keep the baby dragons 🐲 after all.

https://www.youtube.com/live/ZlZHR81mfH4

Pokie things in the feet are the worse. I'm going to say epsom salts to soak it out but that could be wrong

Yes. STRK shares seem to be like little diamond watch batteries that last forever. Plus it has a little bit of the nuclear reactor core inside it so you can benefit from the ongoing refinement efforts of strategy.

A hybrid yield instrument that yields both dollar dividend and BTC gain to the share.

The premium is such a funny thing. It seems to be purely derived mostly from confidence of investors(our confidence ). So if there is the slightest breeze of confidence, it really lowers and then it seems hard to get off the ground again.

Metaplanet has really had great success with keeping it high... Semler not so much. I'm curious to see how the addition of Joe Burnett fuels confidence in Semler.

I' heard something about an MNav of 2 at the end of the growth phase just due to banking stocks trading at 2 of their assets. (I could be misremembering tho).

I have been a little wary of some of these recently because I'm starting to wonder how much of the high MNav is driven by same American investors who are Bitcoin believers doing the exact same thing in each company.

My concern is that the quantity of believers is not really growing organically enough to sustain.

It's like lighting a fire with tinder and slowly feeding it bigger logs.

It does seem like Strategy has the setup to really be a roaring bonfire.

Or maybe if the Bitcoin price rips, each company with Bitcoin treasury will already be a roaring fire and investors will bring their woodpiles to throw in them.

With FASB accounting and many many more publicly traded companies buying g BTC every month do they all start going bananas on the last day of the quarters to push BTC price up so they have great quarterly earnings and push their BTC premiums higher?

For instance BTC over 98k ish makes MSTR eligible for SP500 inclusion. Shows positive earnings for 12 month rolling and should boost premium... a shit load if they get sp500 inclusion. However, if BTC is over 118k th3y will have the largest quarterly earnings in history bumping off apple. They will go from losing money q1 to largest quarterly in history. Make SP500 inclusion an absolute lock and push their PE to like 1. The average PE on sp500 is 28.4 and top 10 is 49.3. That would demand a PE for MSTR of at least 20. That .makes them 20x and would go in as the biggest stock inclusion on the sp500 ever. There would be a forced 100billion dollars added to portfolios in a 2 day period.

So my question, does Saylor realize this? Do the other companies realize this. Do they all go balls out for 24 hrs on 30 June to rip the price higher to set themselves up to raise money at much higher premiums and moon bitcoin?

It is a legit question because saylor totally fucked up FASB in q4 2024 when he didn't FASB report when he could have. TSLA did and the stock popped 10% plus. Saylor didn't and could never show the 15 billion he was up from day 1 til end of 2024 total buffoon move. Because the profits from q4 2024 back were all basically added to the back of the balance sheet and never realized on the P and L. Totally wasting their leg up on the market. Feel like he will sit on his hands here inst3ad of raising 10 billion and ripping market buys all day on 30 June. Idiot move but won't be the first.

Maybe that's why they didn't report buying very many Bitcoin today as per usual... Could they be saving the firepower for next Monday?

Question I'm asking myself today:

What is the value of $STRK?

It appears to be a double-edged sword. Bonds perform well in deflation and Bitcoin exposure performs well in inflation.

For $1000 in $STRK, that equals exposure to 1 $MSTR share plus 8% of $1000 per year.

If the market pushes yield to 4% rate, the value of the $1000 of $STRK goes to $2000 and plus the built-in MSTR stock could be worth another $1000, $2000, $3000.

So looking at

$1000 bear + $80 dividend on all cases.

$2000 realistic

$3000 mild bullish

$10,000 mega bullish.

The alternative would be to buy ~2.7 stocks at today's price.

Which would be worth

$1000 bear + without $80 dividend on all cases.

$2700 realistic

$5400 mild bullish

$27000 mega bullish

I love Cathie's comparison of time period of telephone, electricity and internal combustion engine to robotics, AI, Bitcoin.

Here she is at the beginning of the year looking forward to robotaxi launch.

Now we are there. It feels like we are standing on the development graph when the slope goes in a hockey stick up.

It's hard to believe where we are going.

Bell Telephone (AT&T)

Ford motor

General Electric (GE)

>>

The new Edison and Tesla

https://youtu.be/gXm8WwkL_QU

The graph kinda looked like the dip repeats weekly altho it was definitely deeper dip

Replying to Avatar mattaroo

Just in from Dan Ives on Tesla’s Robotaxi launch today in Austin TX:

Dan Ives of Wedbush has released a new note after riding in Tesla Robotaxis today in Austin:

"This afternoon we attended Tesla's Robotaxi launch in Austin, TX and got the opportunity to take multiple rides in a Robotaxi. There was a Tesla Operator sitting in the front passenger seat of the Robotaxi, but they were not permitted to comment on anything nor did they influence the car in any way. Going into it, we expected to be impressed but walking away from it, all there is to say is that this is the future. We took two approximately 15 minute rides around Austin and the key takeaways are that it was a comfortable, safe, and personalized experience. The ride itself was completely smooth, and it was indistinguishable that the car was driverless as there was never a moment in the vehicle where we felt as if it did something irrational. The interior features two touchscreen panels: one in the front and one in the back row above the AC vent. The back row panel is able to integrate with the user's Tesla account and sync with their Robotaxi app and automatically loads the user's content onto a suite of apps including Apple Music, Netflix, Spotify, Hulu, Disney +, and more. We took a route through a park with dirt roads and traffic cones, yet the car was able to navigate perfectly and picked us up right at our exact location. To really put it into perspective, there was a moment where we drove up a narrow road going up a hill with cars parked on both sides with oncoming traffic and people opening their car doors into the road and the Robotaxi masterfully maneuvered with patience and safety among this chaos. We maintain our OUTPERFORM and $500 PT.

The $1 trillion autonomous journey begins. Today's successful Robotaxi launch is really just the beginning of the Tesla AI story. The Robotaxi's we experienced today were foundational, and there is a path for the future where these Robotaxis may also have Grok integration, interior customization, and a much more user-centric focus as there's no longer a need to focus on the driver experience. Eventually, when there are enough Robotaxis out there, they may be able to communicate with each other and coordinate to offer an even more efficient travel experience. Overall, these Robotaxis exceeded our expectations and offered a seamless and personalized travel experience that has lit the spark for autonomous driving."

So much future happening in one year, my dopamine levels are permanently hooked on logarithmic

What if the bombing was totally fake and just to try to crash the price of Bitcoin 😞

Just fun thoughts on a sad day

i just visited the space center in Huntsville, Alabama, where the "Instrument Unit" --brain of the Saturn V was built.

it seems like that era was really good for building synergy in teams of people who all worked together.

Apparently even one mission was hit by lightning but since the IU didn't stop working, the rocket kept on its course.

I got the feeling that the bigger conspiracy is that our lives and stuff we were building was actually better 50 years ago.

that's a great question.

i asked a Salvadorean about politics, and she gave me an explanation of how the president is supported by the cartels. that could just be the liberal news channels who are like to make people afraid of him.

but maybe some big cartel owner got into bitcoin, saw the light, and then staged a 1 man revolt from the inside, including giving a wallet with 10000 bitcoin to the current president.

i did see a quarterly chart of growth since Ryan Cohen took over. it seemed to show that he was quite good at growing the market cap or earnings or something.

i'm still hoping for a surprise with GME. like maybe there is some benefit to GME by keeping the cards close to their chest until the last moment. but that's silly to invest on. He just reminds me of someone who doesn't talk much about his strategy, but he definitely wants to win.

there are rattles of people (aka Josh Mandell) saying "flash crash" before the fed is forced to lower rates.

in which case maybe GME is waiting to wade in?