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 Listened yesterday, blew my mind again, still worry a bit about Saylor though...  

 Agreed.  Is he amazingly legit or one of the greatest God Candle Ponzi Scheme Snake Oil Saleman in history? 

 nostr:note17pfllzjz5m409zzm4sdufj4eshxkg3tqa8r2hvtreu5kddwrsr5s6h5qz2 

 It’s the first time I understand someone articulating real use cases for crypto in a way that makes sense. 

 It’s getting hard to disagree with Saylor’s premise. 

 He still kinda winged the justification of the mnav premium. Sure, it's easy to argue that it should be above 1x.

But he needs to better explain the value prop and opportunity cost of it being above 2x (or more).

I can see it growing as much as there's a lot of bond-restricted capital looking to escape the debasement. But long term, it has be much closer to the 1x.

What do you think? 

 I think the premium reflects the markets belief that he will continue to increase Btc per share 

 Regular people can’t borrow at those rates or issue death to buy more bitcoin. MSTR lets people get a piece of the that (speculative attack on the dollar)

The only thing better than bitcoin is more bitcoin 

 Debt* 

 Yes that's for sure. 

 @frphank 

 Agreed.  I watched it this morning and downloaded it for reference. The ride from here could be unreal if his vision of the future is correct.  And I know there are many currently invested in btc, but the vast majority of the world is not... and it still feels  so early.  The vid is a great nguuu pump! 

 It’s entertaining watching him play with words to appease the rest of the suits. He can’t bring himself to say Bitcoin is money - the best ever discovered - so he has to invent the nonsense term “digital capital”, which sounds shitcoin-adjacent. Anyhow, I don’t have a grudge against him, I got in early on MSTR  for tax reasons. I also believe he is a wolf in sheep’s clothing but of the good kind. If I’m wrong, it’s fine, Bitcoin doesn’t care. 

 Saylor crafts how he presents Bitcoin based on his audience.  All I know is I wouldn’t be where I am without him.  He gets credit for orange pilling me.