I do believe we have entered the so called suddenly phase. What’s changed, well believe it or not, it’s not the ETF’s, or the options on top of them. It’s not the red wave, the Strategic Bitcoin Reserve, or the supposed nation state announcement happening at the Bitcoin Mena conference. All of that is insanely bullish and absolutely fuel on the fire. But we’re in the suddenly phase because of MicroStrategy.

If you’ve been following $MSTR as closely as I and others in the MSTR True North community have this won’t be news to you, but I know many of my humble sat stacking pleb, freak, and dirtbag friends don’t realize that the MicroStrategy strategy has evolved and Saylor has pushed the pedal straight through the floorboard. The past 4 years he’s been building a flywheel, and now it’s finally spinning.

If you want a full breakdown I can’t recommend listening to Saylor’s presentation during the most recent earnings call enough, he put all the cards on the table. Laid bare everything (and more) that the MSTR community had pieced together over the past months.

I’ll try and keep it simple, but the 21/21 plan was the starting gun, it was the announcement that there were no longer any training wheels on and that the flywheel was spinning up. Since then the company has issued 7% of the weekly trading volume via ATM offerings each week. The more liquidity the stock is trading + the more the stock goes up = the more $ that 7% has gotten them = the larger their bitcoin purchases have been. Now this has only happened for two weeks so far, but this past week they were the most liquid stock in the entire stock market. We’ll find out likely on Monday or Tuesday if he’s made it 3 in a row. My guess is it’s highly likely and if so we’ll see a ~100,000 bitcoin buy probably announced on Monday morning. 70 billion funded from ATM sales and 30 billion from convertible debt. It could be 200,000 next week and 400,000 the week after that. Higher stock price = more liquidity = more ATM sales = more bitcoin = higher stock price = more liquidity….get it? There are not nearly enough bitcoin available below $100k to keep this up. Things are accelerating extremely rapidly. This supposed sell wall is an ant hill in the face of the kind of buying MSTR is doing.

This is the main gist of the story but if you’d like to dive deeper there’s plenty more to it. Upcoming index inclusions (nitrous in the flywheels engine), convertible debt, other future debt instruments. It all points to an undeniable reality. MicroStrategy is now single handedly forcing the suddenly phase (aka hyperbitcoinization) to begin. Add on all of the other massively bullish catalysts on the horizon and it’s quite clear, DON’T SELL YOUR BITCOIN!


100k -> 1M in months


It’s going to be a wild year this year


bring it on


33 is the magic number!


Great summary spot on

I don't think people are truly ready for what's about to happen


This is the kind of news I wanted to hear.


This is bullish


Onward 🫡


Couldn't agree more

And I'm glad you ended with

DONT SELL YOUR BITCOIN


> My guess is it’s highly likely and if so we’ll see a ~100,000 bitcoin buy probably announced on Monday morning. 70 billion funded from ATM sales and 30 billion from convertible debt. It could be 200,000 next week and 400,000 the week after that.

👀


So here for this... I've never been happier to not be a trader. Instead I will stack 🌽  & eat 🍿  watching the future get distributed 😎


What are the limits of the ATM?


Take me higher!


You hear that nostr:npub1yrf6e774ggeylt7e7s784jv9ydawv5c4z5zj4arvvs04q7lkulvqdgkaz3 ? It’s most definitely all of the things he listed lol.

Orange Piller.


Definitely think that’s a possibility


FTB is 100% correct here. I’ve been tracking the same things and have come to the same conclusion. We’ll see the 100k buy on Monday sometime.


hehe, I wonder if some day there could be antitrust actions for monopolizing the market somehow (I have a fever rn so I don’t really know what I’m saying)


Technically $21B this time around. But in reality…there are no limits


I think he meant 7 billion and 3 billion. But the math on the BTC buy is right. The range of the upcoming purchase is likely between 90k and 135k BTC depending on the price and what % of the trading volume was made up by ATM sales.


Yeah punterJeff went over the math on quant bros the other night

Absolutely mind blowing numbers of bitcoin being scooped by MSTR


Wait does this mean bitcoin will cost more? I don't think I'm ready for that.


JK I'm ready I don't have any cash.


Damn I thought you just posted without caps


stay humble and stack zaps


Bam Bam 👊


Onward 🫡


He is doing some amazing and creative things, but I don’t believe in perpetual motion machines.  They don’t exist in nature, and I don’t believe they exist in finance.  Can’t tell you where the flaw is here, but there is one, and the size of the stack built on that flaw is getting huge.  When this stops, I hope it is gradually, not suddenly.  Best case - NAV share price 5 years from now.


I hope you are right.  Popcorn popped.  I’ll just be exciting my Monday DCA to take a chip out of the wall.


Stay humble and stack zaps


also…

from now on, every whale selling large amounts of #Bitcoin is in trouble…

The autonomous AI agents of Paypal Mafia are analyzing like crazy all transactions…

The “gradually then suddenly” does not apply to the #BitcoinPrice only.

Expect the unexpected!

#predictions 🚀


Interesting.  What do you mean by that?


to begin with, i’ll reply with a #quote of @andreas to set the stage and trigger some thoughts…

note1vc5gjk6a23cn4xjlynsz84e2fyyezezxpk2yacweayjl9yts57dq70jd03


Next year too.


I do believe we have entered the so called suddenly phase. What’s changed, well believe it or not, it’s not the ETF’s, or the options on top of them. It’s not the red wave, the Strategic Bitcoin Reserve, or the supposed nation state announcement happening at the Bitcoin Mena conference. All of that is insanely bullish and absolutely fuel on the fire. But we’re in the suddenly phase because of MicroStrategy.

If you’ve been following $MSTR as closely as I and others in the MSTR True North community have this won’t be news to you, but I know many of my humble sat stacking pleb, freak, and dirtbag friends don’t realize that the MicroStrategy strategy has evolved and Saylor has pushed the pedal straight through the floorboard. The past 4 years he’s been building a flywheel, and now it’s finally spinning.

If you want a full breakdown I can’t recommend listening to Saylor’s presentation during the most recent earnings call enough, he put all the cards on the table. Laid bare everything (and more) that the MSTR community had pieced together over the past months.

I’ll try and keep it simple, but the 21/21 plan was the starting gun, it was the announcement that there were no longer any training wheels on and that the flywheel was spinning up. Since then the company has issued 7% of the weekly trading volume via ATM offerings each week. The more liquidity the stock is trading + the more the stock goes up = the more $ that 7% has gotten them = the larger their bitcoin purchases have been. Now this has only happened for two weeks so far, but this past week they were the most liquid stock in the entire stock market. We’ll find out likely on Monday or Tuesday if he’s made it 3 in a row. My guess is it’s highly likely and if so we’ll see a ~100,000 bitcoin buy probably announced on Monday morning. 70 billion funded from ATM sales and 30 billion from convertible debt. It could be 200,000 next week and 400,000 the week after that. Higher stock price = more liquidity = more ATM sales = more bitcoin = higher stock price = more liquidity….get it? There are not nearly enough bitcoin available below $100k to keep this up. Things are accelerating extremely rapidly. This supposed sell wall is an ant hill in the face of the kind of buying MSTR is doing.

This is the main gist of the story but if you’d like to dive deeper there’s plenty more to it. Upcoming index inclusions (nitrous in the flywheels engine), convertible debt, other future debt instruments. It all points to an undeniable reality. MicroStrategy is now single handedly forcing the suddenly phase (aka hyperbitcoinization) to begin. Add on all of the other massively bullish catalysts on the horizon and it’s quite clear, DON’T SELL YOUR BITCOIN!


The potential index entry is an interesting one:

1. The MSTR absence shrieks of the legacy irrelevance of indexes;

2. Their (increasingly) likely 2025 entry in the top 100, from outside the Fortune 500 reinforces (1)

3. The top volume equity (MSTR) isn’t in the major indexes .. again, reinforcing (1)

They’ve built a unique advantage - let’s hope that don’t do a Bitmain and piss that all up against the wall

In the meantime, I’ll continue to quietly stack sats 🤝


Michael also said they want to be something like BTC bank. Do you know what will it be?


Wonder what happened this day? I'm sure everyone was thinking about MicroStrategy.

Bitcoin is just one of the tools in our arsenal. https://image.nostr.build/0aea00884aaea93dd155b8b7f9b8caeee4357022b47243a6e7ad1aaa71e58452.jpg


The flaw is that the amount of people willing to keep purchasing MSTR shares will eventually be exhausted. This has the same flair of the NVIDIA mania a year ago. The stock eventually corrected, but continued to go up at a more reasonable rate. Eventually the MSTR mania phase WILL end.


Dumb question: where is MSTR buying this Bitcoin? Over the counter? I highly doubt it’s on an exchange like how us plebs buy ours


Thanks for the v interesting post! 100k buy on Monday? That would really wake a lot of people up. Keep us posted 👍


Think ima buy some…just in case it catches on🤔


🔁♾
nostr:nevent1qqs8mw66hs3zxuk6u428yc9xnmmq6u0fpl8rw8uy2dj7wyw6cqcrc3cpz4mhxue69uhkummnw3ezummcw3ezuer9wchsyg9echhnt7cp3uc7066fs4m4rzrzn23rztylsfuckhzzl2d30ep2lvpsgqqqqqqs3crxl2


DON'T SELL YOUR #BITCOIN !
nostr:nevent1qqs8mw66hs3zxuk6u428yc9xnmmq6u0fpl8rw8uy2dj7wyw6cqcrc3cpr4mhxue69uhkummnw3ez6vp39eukz6mfdphkumn99e3k7mf0qgstn300xhasrre3ul45npth2xyx9x4zxykflqne3dwy975mzljz47crqsqqqqqp5avg3l


Onward 🫡


2026 Bear market is gonna be EPIC. Thanks Saylor.


No. We're still at the laigh at you phase.
nostr:nevent1qqs8mw66hs3zxuk6u428yc9xnmmq6u0fpl8rw8uy2dj7wyw6cqcrc3cpzdmhxue69uhk7enxvd5xz6tw9ec82c30qgstn300xhasrre3ul45npth2xyx9x4zxykflqne3dwy975mzljz47crqsqqqqqphgt336


Got a lot link for Saylor’s presentation during the most recent earnings call?


Crazy how "libertarians" and the Libertarian Party rejected Trump's overture and a promise to free Ross. Lolbertarians are a bunch of people who just want to sperg about their theories but are allergic to exercising pragmatic coordinated action IRL.


Microstrategy’s latest earnings call (30OCT2024) is here: https://www.fool.com/earnings/call-transcripts/2024/10/31/microstrategy-mstr-q3-2024-earnings-call-transcrip/


Set a reminder for two weeks, bitcoin price at 400k


This.  Also, the difference between NVIDIA and MSTR is that there's potential for NVIDIA to continue to produce new and innovative things.  MSTR's value proposition IS the mania flywheel... until the mania ends.


Is this the earnings call you mentioned?

https://youtu.be/ndEK-W2YdPk


I think you all are heavily underestimating how inefficient the capital markets are. There's money trapped in convertible bond silos that can't buy anything else and mstr is how that monetary energy is being pushed into btc. But there's way more that just that ~1 trillion market. The arguement that eventually mstr runs out of buyers is true the way eventually we have the heat death of the universe.  The interesting things are between then and now.


Well perhaps buyer appetite for ATM. Who its buying this at 0%? What is this incentive structure?


I do believe we have entered the so called suddenly phase. What’s changed, well believe it or not, it’s not the ETF’s, or the options on top of them. It’s not the red wave, the Strategic Bitcoin Reserve, or the supposed nation state announcement happening at the Bitcoin Mena conference. All of that is insanely bullish and absolutely fuel on the fire. But we’re in the suddenly phase because of MicroStrategy.

If you’ve been following $MSTR as closely as I and others in the MSTR True North community have this won’t be news to you, but I know many of my humble sat stacking pleb, freak, and dirtbag friends don’t realize that the MicroStrategy strategy has evolved and Saylor has pushed the pedal straight through the floorboard. The past 4 years he’s been building a flywheel, and now it’s finally spinning.

If you want a full breakdown I can’t recommend listening to Saylor’s presentation during the most recent earnings call enough, he put all the cards on the table. Laid bare everything (and more) that the MSTR community had pieced together over the past months.

I’ll try and keep it simple, but the 21/21 plan was the starting gun, it was the announcement that there were no longer any training wheels on and that the flywheel was spinning up. Since then the company has issued 7% of the weekly trading volume via ATM offerings each week. The more liquidity the stock is trading + the more the stock goes up = the more $ that 7% has gotten them = the larger their bitcoin purchases have been. Now this has only happened for two weeks so far, but this past week they were the most liquid stock in the entire stock market. We’ll find out likely on Monday or Tuesday if he’s made it 3 in a row. My guess is it’s highly likely and if so we’ll see a ~100,000 bitcoin buy probably announced on Monday morning. 70 billion funded from ATM sales and 30 billion from convertible debt. It could be 200,000 next week and 400,000 the week after that. Higher stock price = more liquidity = more ATM sales = more bitcoin = higher stock price = more liquidity….get it? There are not nearly enough bitcoin available below $100k to keep this up. Things are accelerating extremely rapidly. This supposed sell wall is an ant hill in the face of the kind of buying MSTR is doing.

This is the main gist of the story but if you’d like to dive deeper there’s plenty more to it. Upcoming index inclusions (nitrous in the flywheels engine), convertible debt, other future debt instruments. It all points to an undeniable reality. MicroStrategy is now single handedly forcing the suddenly phase (aka hyperbitcoinization) to begin. Add on all of the other massively bullish catalysts on the horizon and it’s quite clear, DON’T SELL YOUR BITCOIN!


It looks perpetual from the fiat paradigm. The end is when MicroStrategy has siphoned all the wealth available at their level because bitcoin is the greater asset here that perfectly keeps its energy. From the fiat world it looks like its going up forever because you never see a downfall from within but from the bitcoin perspective MicroStrategy is just attracting wealth using the blackhole that is bitcoin.

If they stay the only big company to play the bitcoin game then they will have 99% of all the wealth available at their level, they will starve their opponents to death if they don't play the same rules themselves.

The bitcoin game theory at wall street's scale is on. Other competitors will have to adopt the bitcoin standard during next months in order to survive.

It's happening 🫡

Nation states are next.


Perhaps... I would say you just may be heavily underestimating the effects the next typically severe bear market could have on MSTR's appeal as a derivative of a disappointingly performing commodity.

There's not much point to quibbling over what is ultimately unknowable, though.  Suffice it to say, I would be perfectly happy if the mania continued until the heat death of the universe - BTC coming along for that ride is good enough for me.


I think all of these things can be true for indefinite but not infinite periods of time.  When they started borrowing at 0% in their latest convert - at least 10,000 pairs of eyes had to open.  “How do i get some of that free money?”  Over the next several quarters you would expect the number of vehicles to grow to match the demand.  Classic arbitrage with some fiat ZIRP gas thrown on top.  6 months seems like a long time, but it’s nothing.  I might be wrong, but expect a bunch of copycats that rhyme with this even if they don’t repeat it.  That should shrink the premium.


That’s the one.


I love that Nostr posts can't be deleted.

So that utterly delusional and reckless posts like this, stay ingrained in history forever. So they can receive the rightful blowback they deserve.


insurance companies I think


So what happens when the music stops? Does the flywheel seize up?

I see Citron is already shorting MSTR

This seems like just the kind of hype the whales need. They will sell into it.


Which part do you believe to be delusional?


Legendary phases we are fortunate to be experiencing 🙏❤🗽🚀🚀🚀


Onward 🫡


Great post!! 🦅


That this "flywheel" is reliant on convertible notes paying 0% interest on a 55% conversion rate.

Who in their right mind would buy a confusion bond with no interest on the debt.

And an option to buy MSTR 55% HIGHER than today's price?

If one believes in MSTR, just buy the stock now, for a guaranteed 55% cheaper. Or better yet, if one believes in Bitcoin, just buy Bitcoin, not MSTR.

Not a single MSTR comment considers the MSTR implications when (not if) Bitcoin price goes down and the whole thing unwinds.


I guess we'll find out soon


Two more weeks. Trust the plan. Patriots are in control


Shameless Zapvertising ☀


Wow you’re clueless dude. First of all if you read my post the flywheel depends on ATM issuance far more than the convertible bonds. Second, none of the debt is encumbered, so there is no unwinding. It’s dated years in the future at very low/no interest which the software business can more than support. If Bitcoin has a 5 year+ bear market and the debt isn’t eligible to be refinanced or converted into shares than there could conceivably be a scenario where they are forced to sell some BTC to pay back some debt. This is priced in to the stock right now buddy! Because it has a near zero percent chance of ever happening! Finally the market for their convertible bonds is huge if you actually take some time to learn about them. They’re the best performing bonds in the world and bond funds are desperate for yield. Can’t wait for your brain to melt when they issue a negatively yielding bond sometime soon! Market wants their debt so bad they’ll pay Saylor to let them have the privilege of giving him money! Mark my words.


It's Hunt Brothers 2.0 with a fling of Enron. It ends the exact same way.


The music stops when fiat dies. There are 3 phases.

Phase one: acquire as much bitcoin as possible while it’s available for sale in large quantities.

Phase two: continue to borrow money (speculative attack) to buy back the stock further increasing bitcoin per share.

Phase three: post hyperbitcoinization. Become Berkshire Hathaway type conglomerate, buying real productive businesses that are able to produce an sats/flow (aka are profitable in Bitcoin) and continue to increase Bitcoin per share that way.

Forever Laura!


Put your money where your mouth is. Short it and post your portfolio. If you can’t do that your commentary is worth less than a shit stained dollar bill.


I'll happily short it when the time is right.

Funny how now you take an individual investor stance. All while after inducing a bunch of plebs into a debt-laden manic play that they don't understand.

And when they lose their shirts, I'll come right back here and point those fingers at you for your role in it.


Wow, you’re a piece of work dude. I never told anyone to invest in MSTR. I merely explained (apparently over your head) that they are operating at a much faster and accelerating pace than they have over the last 4 years. And that they’re single handedly going to push the Bitcoin price quite a bit higher if they continue.

But as I said, since you’re not short your opinion is meaningless drivel, and you’re not worth my time. Post your short when you put it on and I’ll happily talk to you again, until then fuck off.


His whole budget for the next 3 year 21/21 strategy is 42 billion, and you think he's gunna spend 25% of that today?


Watch he's gonna short it from 10k down to 5k and claim to be right.


how much do you think the ATM will be upsized over the course of the next year? He's going to blow through that $21B pretty quickly right? And I would think to keep momentum he will have to continue selling shares ATM for more liquidity to buy btc.


Hard to imagine, but I think he’s just going to go harder and harder. The 210/210 may be next….


interesting I agree, but does feel like ponzinomics to me. It seems we are at the point where it's either hyperbitcoinization imminently or some sort of insane MSTR-liquidation to end this bull market in a hurry.


Onward 🫡


Fiat is the Ponzi! MSTR is just going to make this obvious to the rest of the world! Can’t you just imagine the bewilderment of the masses as the largest company on earth literally just buys Bitcoin. A glorious day, can’t wait.


haha that would be wild, but it does feel like a game i've seen before because the leverage cuts both ways. I own mstr but will be looking to roll profits into spot BTC. Appreciate your takes and deep dive though


My plan as well, however I don’t intend to do that until they’re a multi trillion dollar company 😉


I do believe we have entered the so called suddenly phase. What’s changed, well believe it or not, it’s not the ETF’s, or the options on top of them. It’s not the red wave, the Strategic Bitcoin Reserve, or the supposed nation state announcement happening at the Bitcoin Mena conference. All of that is insanely bullish and absolutely fuel on the fire. But we’re in the suddenly phase because of MicroStrategy.

If you’ve been following $MSTR as closely as I and others in the MSTR True North community have this won’t be news to you, but I know many of my humble sat stacking pleb, freak, and dirtbag friends don’t realize that the MicroStrategy strategy has evolved and Saylor has pushed the pedal straight through the floorboard. The past 4 years he’s been building a flywheel, and now it’s finally spinning.

If you want a full breakdown I can’t recommend listening to Saylor’s presentation during the most recent earnings call enough, he put all the cards on the table. Laid bare everything (and more) that the MSTR community had pieced together over the past months.

I’ll try and keep it simple, but the 21/21 plan was the starting gun, it was the announcement that there were no longer any training wheels on and that the flywheel was spinning up. Since then the company has issued 7% of the weekly trading volume via ATM offerings each week. The more liquidity the stock is trading + the more the stock goes up = the more $ that 7% has gotten them = the larger their bitcoin purchases have been. Now this has only happened for two weeks so far, but this past week they were the most liquid stock in the entire stock market. We’ll find out likely on Monday or Tuesday if he’s made it 3 in a row. My guess is it’s highly likely and if so we’ll see a ~100,000 bitcoin buy probably announced on Monday morning. 70 billion funded from ATM sales and 30 billion from convertible debt. It could be 200,000 next week and 400,000 the week after that. Higher stock price = more liquidity = more ATM sales = more bitcoin = higher stock price = more liquidity….get it? There are not nearly enough bitcoin available below $100k to keep this up. Things are accelerating extremely rapidly. This supposed sell wall is an ant hill in the face of the kind of buying MSTR is doing.

This is the main gist of the story but if you’d like to dive deeper there’s plenty more to it. Upcoming index inclusions (nitrous in the flywheels engine), convertible debt, other future debt instruments. It all points to an undeniable reality. MicroStrategy is now single handedly forcing the suddenly phase (aka hyperbitcoinization) to begin. Add on all of the other massively bullish catalysts on the horizon and it’s quite clear, DON’T SELL YOUR BITCOIN!