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gojiberra
454bc2771a69e30843d0fccfde6e105ff3edc5c6739983ef61042633e4a9561a
figuring it all out I appreciate your humor, insight, and your post whether or not I agree

Makes sense.

I would be tempted to make public transportation free and subsidize basic produce. But I'm sure those aren't good ideas.

However there are so many subsidies for 1. People with cars 2. People with money.

Because services are catered to them. The highway was built for them, etc.

I might just be a communist In some aspects. Because what we have by default is a communism of the road/land-use space already that is enforced by outdated land -use manuals that are only good for propagating Vegas style strip malls across the country.

The gov of El Salvador is rolling out public produce markets where prices are very cheap for produce compared to the grocery stores.

Apparently the grocery store magnate was running for president at the same time as the current president so they aren't friends.

If I understand correctly, there isn't a welfare system in the country. so the idea seems to be to subsidize produce.

It only runs certain times/days until supplies run out so it's not convenient.

No more building this stuff til every budget is a Bitcoin based budget.

I think the original statewide rail system was just double this rinky-dink, 2x hourly service for 4 billion serving " thousands of people".

https://www.sfgate.com/travel/article/santa-cruz-faces-4-billion-price-new-train-line-20386820.php

Ay ay John as do I. brains and a whole lot of pep, not just a pretty face

Replying to Avatar gojiberra

Lol

I feel like a lot of people who are focused on judgement day should realize this message.

It's quite possible that the Architect of this world still likes the world He created and is not about to destroy it. He might just make it a whole lot better.

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 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?