Oddbean new post about login | logout 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