Oddbean new post about login | logout they didn’t hold the hardest asset in the world on their balance sheet. They held a shitpiece of morgage backed securities, backed by nothing.
The difference between HODLers and MSTR. HODLers are building wealth MSTR are growing faster than their debt. Saylor might win, but we don’t know. If Trump buys 1M BTC to back the USD, then the U.S. & MSTR will be playing the same game.
No1. prio is always stay humble stack sats. But imo there s nothing against a 10/90 mstr/btc portfolio to gain some possible upside with the fact that you can lend against it already.
You have no argument from me on that one.
So if trump doin his stockpile thing mstr will moonshot like bitcoin too. Trump not gonna offer convertible bonds they playin a different game.
I disagree. Same game different rules, same outcome. If you’re using fiat as a debt vehicle I believe you’re going to loose no matter how you play the game. But I don’t know and I could be wrong, but I currently see history repeating.
If you using debt in a weak currency backed by nothing to buy the hardest asset in the world. You not gonna lose. His margin call might be at 10k/btc. Sorry i do not see this coming.
I respect your opinion 🫂 Nice discussion, thank you.
Same to you bro. Thank you🙏 stay humble stack sats🧡
I’m struggling with the humble bit. I need to join a support group, but apart from that, all good here 🫂
In the spirit of full disclosure, I always like to understand both sides of a discussion. If you are the same, I am currently engaged in this thread: nostr:note15h7v54k3d0qz6kkdn207huy07pkyztxkr8vlftsxqv4vd69yf76qap8alr
For those of us ignorant uninformed ignoramuses, what was the pattern in the late 90's? Also this: nostr:note1h6jmwj596l2mm4q5ttu6fkm2nd7xp5jaslc9yez3xxmwmdefw54s2cz2zn
Way way way way way way up and all the way back down He's wildly diluting shares
Ah I see. I think I agree with your analysis 🫡
The stock price will crash 10x more when Bitcoin price crashes in the next bear
Is that called LIQUIDATION? Cause Math says what Everyone wanna be their own bank 🏦 https://media.tenor.com/usfxpDNQ8y8AAAAC/cool-cool-cool-brooklyn99.gif
Patterns repeat and they keep repeating
Ah I see. I think I agree with your analysis 🫡
The stock price will crash 10x more when Bitcoin price crashes in the next bear
Is that called LIQUIDATION? Cause Math says what Everyone wanna be their own bank 🏦 https://media.tenor.com/usfxpDNQ8y8AAAAC/cool-cool-cool-brooklyn99.gif
