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Christ is King

The playbook is open source. There are no proprietary secrets. If you have a premium you do accretive dilution. If you don’t you borrow on good terms and buy Bitcoin until mnav increases then do step 1. I know there are more complex strategies being deployed by competent managers, and perhaps some not as competent.

I don’t doubt there will be companies with 50 BTC that have bad management and “blow up”, but I’m yet to see one with over 1,000 BTC

Beware of the many Michael Burrys in the Bitcoin space. They may have understood Bitcoin early, but all their other takes are trash.

Always be discerning and thinking for yourself.

Yes, and NOSTR too

People are making similar comments on Metaplanet and are still fuding MSTR lol

Discernment and vision is quite rare

Why would they get rekt if they are following the Saylor playbook and not taking on secured debt or leveraging over 30%?

They are doing what rational people would do if they had the ability to raise capital like corporations can.

Never a bad idea

It’s tricky because stocks don’t always pump or peak when Bitcoin pumps/peaks.

Best to buy what you want to hold medium to long term. You get the big gains in BTC terms when you hold long term, as we have seen with MSTR absolutely crushing BTC since 2020.

I don’t see anything over 50%

They new buyers are not retail investors that will panic sell or shave some off the top to buy a lambo. Corporations will keep buying until retail is out of coins to sell.

- IBIT is Blackrock’s most profitable ETF

- Strategy has 4 ATMs and a levered ratio of 12%

- Europe and Asia have access to LBEs like Metaplanet that have virtually no debt

- FASB is in effect

- Regulations have changed and now Banks can custody Bitcoin

- The US government has a path for BTC adoption with the SBR

Hard to see a prolonged bear market under these conditions any time soon. The future is uncertain, but we forecast based on what we can see. I see a ton of demand from entities that have no intention of selling. A corporation is not going to shave some off the top to pay for a family vacation… retail is not here this time, and that changes the calculus.

Why? Don’t you want the poors to be able to transact on chain with real bitcoin?

Bad for ecash biz, but good for sovereignty

MSTY or IMST

If you have enough money STRF/STRK/STRD

IF you believe Strategy will continue to be volatile, liquid, and financially strong.

Selling each month is an option as well if you don’t want any exposure to the traditional system.

I did. We don’t exist in isolation. One’s inner problems become society’s problem. Look at the homelessness problem in cities, for example.

Regardless of the scope you use, my point that Bitcoin is not a panacea stands.

Remember 3 months ago when bitty was $75k and everyone was bearish except the freaks?

We are not promised anything in this world.

Accept Jesus’ gift so you may have everlasting life in him.

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Jesse Meyers is on the Smarter Web team. Even more bullish now.

If you’re gonna invest in something, this little horse is evaporating premium and increasing sats/share faster than anyone else. If you’re gonna sacrifice sovereignty make sure you’re getting compensated for it. Not financial advice of course.

There is a non zero percent chance he doesn’t do a bait and switch for Doggy coin. Could be big.

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Who gives a shit what Scott Bessent has to say about a new political party?

How about you focus on the debt, Scott?

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I don’t think that logic follows. Babies are individuals.