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Notes by 5845c359 | export

 What happens if

1) The US government wants to buy 1 million #Bitcoin

2) All the 60 million millionaires want to hold a whole coin

3) Countries around the world want to accumulate

4) Pension funds around the world want to start allocating to Bitcoin

5) Every company in the world wants to start buying Bitcoin

But no one wants to sell?

There isn't enough Bitcoin to satisfy all the demand that's coming 
 Michael Saylor says MicroStrategy may deploy $42 billion towards Bitcoin much faster then they expect

🚀🚀🚀 
 SAYLOR: Senator Lummis’ Strategic Bitcoin Reserve bill would offset $16 Trillion of the US national debt. It’s economically wise and technically wise. Bitcoin is manifest destiny for the United States. 
 "The ultimate trick is that the US will start printing money to buy Bitcoin. And of course, that will be the day Bitcoin could jump by $100k!"
— maxkeiser 
 US🇺🇸 #Bitcoin ETFs now own ~1.07 MILLION $BTC

🔥🔥🔥 
 GM

#Bitcoin is the hardest money and there is no second best. 
 “All your models will be destroyed and bitcoin goes to the moon” 
 Microsoft board now have to answer their investors why the hack they throw away their reserves at depreciating dollars and not investing in #bitcoin. It will be a good show to watch. 
 All the Bitcoin ETFs are outperforming the rest of Wall Street, the rest of Wall Street will be forced to buy some #bitcoin to prevent reckoning. We are still very early. 
 #Bitcoin is digital scarcity, like time nobody can create more of it. 
 Keep HODL your #bitcoin, everything is going as planned. 
 #Bitcoin $0.1M is closing in this week 🔥🔥🔥 
 U.S. 🇺🇸 Bitcoin ETFs purchased 13,940 Bitcoin today 🔥

But, only 450 BTC mine.

Supply shock coming soon 💯 
 I believe we can get this done with bipartisan support in the first 100 days IF we have the support of the people.

It is a game changer for the solvency of our nation. Let’s put America on sound financial footing and pass the Bitcoin Act!

- Lummis 
 Looks like #bitcoin will test 0.1M this week and $MSTR will test $400. 
 #Bitcoin $0.25M to $1M looks very reasonable this cycle. I am hoping it gets close to $1M in 2025. 
 Keep stay humble and stack Sats. 
 #Bitcoin passed $0.085M🚀

🔥🔥🔥

https://m.primal.net/MAEi.png 
 The time to buy #bitcoin under $0.1M will soon be over, act accordingly. 
 MicroStrategy has acquired 27,200 BTC for ~$2.03 billion at ~$74,463 per #bitcoin and has achieved BTC Yield of 7.3% QTD and 26.4% YTD. As of 11/10/2024, we hodl 279,420 $BTC acquired for ~$11.9 billion at ~$42,692 per bitcoin. $MSTR

🔥🔥🔥 
 #Bitcoin is cheap as long as we can buy it with fiat money. 
 Likely we have $0.85M #bitcoin tomorrow. I am excited to see how high will $MSTR go on Monday. 
 At the end, it is how many #bitcoin you have that really matter. So stack as many as you can be before it goes parabolic. 
 GM

#Bitcoin is ripping. 🚀
https://m.primal.net/LyzT.png 
 #bitcoin supply is fixed, we will see the demand shoot through the roof soon. Last chance to get bitcoin under $0.08M 
 #Bitcoin is getting close to $0.08M and will be $0.1M soon. Game theory is in play. Institutions, nation states and retail investors will be rushing to buy. 
 One more prediction - Trump will tweet/post about #Bitcoin when it hits $100K.

People will call ... 
 Good point 
 The #Bitcoin Stock-to-Flow Model is forecasting a $420,000+ #BTC price as early as April 2025!  

It will be wild if that happens.
https://m.primal.net/LxqK.jpg 
 JUST IN: Google searches for #Bitcoin are surging as the price hit $76,000 to make a record high this week.  

It's happening... 🚀

- bitcoin archive 
https://m.primal.net/LxoT.jpg 
 Michael Saylor: Ready to go?

Me: Let’s fucking go!!!


https://m.primal.net/LxIB.jpg 
 Blackrock’s #Bitcoin ETF is officially BIGGER than its Gold ETF.

🔥$33.2 BILLION assets in just 10 months!
https://m.primal.net/LxHx.jpg 
 Be your own bank - buy #bitcoin and self custody 
 Remember — Bitcoin, not Crypto. 
 MicroStrategy is about to buy $800 million in #Bitcoin 

LET’S GOOOOOO!🔥 
 MicroStrategy breaks $50 BILLION market cap and is now worth more than Ford Motor Company.

Ford has lost ~60% of its market cap since 2022 and holds $26 BILLION in cash, about 65% of its total market cap!

The "melting ice cube" of cash holdings, eroded by inflation year after year.

This is what Michael Saylor feared for his company when he decided to buy #Bitcoin in 2020.

MicroStrategy's market cap is UP ~45x since then.

Get some Bitcoin @Ford 
 JUST IN: MicroStrategy breaks $50 BILLION market cap and is now worth more than Ford Motor Company.

Ford has lost ~60% of its market cap since 2022 and holds $26 BILLION in cash, about 65% of its total market cap!

The "melting ice cube" of cash holdings, eroded by inflation year after year.

This is what Michael Saylor feared for his company when he decided to buy #Bitcoin in 2020.

MicroStrategy's market cap is UP ~45x since then.

Get some Bitcoin @Ford 
 #Bitcoin will break $0.1M soon. 
 Donald Trump to make #Bitcoin a strategic reserve asset for the USA. LFG🚀🚀🚀🚀🚀 
 #Bitcoin will go to $1M no matter who wins the election. 
 #Bitcoin will goes to $1M no matter who wins the election. 
 The first UK pension scheme to invest in #Bitcoin has made a 3% allocation, says Cartwright pension advisors 

Cartwright advises dozens of pension funds in the U.K. 
 #Bitcoin's difficulty just broke 100 trillion for the first time 🚀
https://m.primal.net/LspS.jpg 
 #Bitcoin is hope. 
 Yes, bitcoin force humanity to take the right path, the better path, lead humanity to a better future. 
 As $MSTR pulls capital from tradfi world to #bitcoin world, it fuels the bitcoin growth, which in turn fuels its own growth and the cycle keeps repeating until bitcoin reaches hundreds of trillions of market cap.

nostr:note1s5krfel0t7wgf5wk548u4lf8nh9mw3chyerqpxxp5dv75wkpyrfsqy3awk 
 GM 
 #Bitcoin is 8.9 times sensitivity to global liquidity, when global liquidity increases 50%,  bitcoin price will increase 450%. We are looking bitcoin possibly going up to 300k next year. 
 JUST IN: 🇺🇸 Investors are stocking up on #Bitcoin ahead of the US presidential election - CNBC 
 When bitcoin reach $7M a coin, you won’t believe how cheap it was to buy it at $0.07M. You will be kicking yourself for not buying more. 
 Nobody can solve the problem of inflation, therefore we all need #bitcoin to stop inflation which stealing 99% of our life force with 100% certainty. The sooner you understand bitcoin, the better your financial situation will be. 
 $MSTR $21 billion ATM equity offering is the largest in equity market history.
https://m.primal.net/Lpcr.jpg 
 Here is my take on $MSTR:

Michael Saylor believes the stock should be around 3x to 10x NAV.  Let just say 3x for this calculation.

They currently own over 260K #bitcoins, if bitcoin price goes up to $1M, the market cap will $260B x 3 = $780B

If bitcoin price goes up to $4M,
the market cap will $780B x 4 = $3.12 Trillion 

The above calculation is assuming MSTR bitcoin reserves doesn’t grow at all.

Therefore plan accordingly my friend. 
 "What's the appropriate premium against the net asset value of MicroStrategy? And I just want to make one obvious point. We're a growth company. We're a bitcoin treasury company, and we are growing. We are built on an asset, bitcoin, which is growing 50% a year, and we are growing with that asset.

If you review the market for common multiples of growth companies, if you had a 20% growth company, oftentimes they're valued at 25 times 40 P/E. If you have a 30% growth company, oftentimes they're valued at 35 to 55 P/E. If you have a 40% growth company, they're valued at 45 to 70 sometimes. And a company growing 50% is oftentimes valued at 60 to 100 times.

And of course, Bitcoin is growing 50%. We don't know what it'll do in the future. But my personal long-term view is over 21 years, Bitcoin is going to grow 29% ARR. And looking backward, it's definitely been growing fast, 50% every year for four years.

So how do you think about the value of the BTC, the bitcoin treasury operations, right? Not the balance sheet, not the not the reserves. But what's the operation worth? And if you expect 30% to 50% growth for bitcoin, then it's not unreasonable to have a 30 to 50 times multiple for that growth. And a 30 times to 50 times multiple means, if you were to look at this 6% to 10% target, 30 times ten is a 300% premium to net asset value, 50 times ten is a 500% premium. So you're talking about an operation that's 3 to 5 net asset value.” 

- Michael Saylor 
 The number of permanent job losses jumped by 153,000 in October, to 1.84 million, the highest since November 2021.

Over the last 2 years, permanent job losers have risen by an alarming 665,000.

The number of people who have been terminated involuntarily and are seeking work is now up for 16 straight months.

In past economic cycles, such a long streak has never occurred outside of recessions.

Meanwhile, Americans who were unemployed for 27 weeks and over surged by 317,000 to 1.61 million year-over-year, near the highest since February 2022.

The labor market is weakening. 
 GM 
 My guess is 95% $MSTR’s plan will work, they already have the experience and the market lead, just need careful execution. If people didn’t understand the concept, there is a reason they didn’t get in early and multiplied their money already. There is another 100x to be made, but only to people understanding the risk and reward of MSTR.

nostr:note15rmc23ys9drg4lgsz3n4sghvzh539q3kgdhtcxy2sw365pshta4qjs20pr 
 100x is my long term projection considering how fast they are printing money. I spend10 times more money to purchase #bitcoins than $MSTR, just because how fast $MSTR price has been rising, cause me to have almost the same value in both assets. BTW, I will never sell my bitcoin, but I will sell MSTR when it hits my price target and convert them to bitcoin. 
 My experience is don’t underestimate how much a stock can multiply if the stock makes sense, the company I worked for 20 years actually grew 500 times in stock price during that period. 
 Unfortunately, I sold my company stocks too early and I am not going to make the same mistake again this time. 
 Me too. They are sucking money from tradfi world to bitcoin world at a much faster pace now. This is really a wild time. 
 As long as bitcoin price moves up every cycle, $MSTR stock price will move up faster than bitcoin price, their bonds will make gains also. As hundreds of trillion dollars currently invested in toxic assets, and a lot of these money can’t invest directly into bitcoin, won’t they want to invest in an asset growing even faster than bitcoin? I will, and invest as much as I possibly can. As the cycle continues, money will keep coming to MSTR as it has a BTC yield and the best performance. 
 The other reason that their bond will be in high demand is as the treasury bond market in a slow train wreck, $MSTR bond will serve as escape valve for the bond investors. This also applies as other kinds of bonds caters. 
 MSTR will be issuing $42 billion ATM equity and bond offering which is the largest in the history of capital markets. They are also teaching other companies to copy their strategies.

Ocean of money from bond and stock investors are coming to #bitcoin. ⚡️⚡️⚡️

We are living in wild times 🔥🔥🔥 
 You are right, only the equity is ATM. 
 💯 
 $MSTR’s BTC principles 
https://m.primal.net/LnqJ.png 
 I think $MSTR is under valued , we are a growth company, for growth companies at 50% return, their PE can be 60x to 100x.  - Michael Saylor 

I am not bullish enough 🤣🤣🤣
https://m.primal.net/Lnot.png 
 MicroStrategy announces $42 billion capital plan including $21 billion ATM equity offering and a target of raising $21 billion in fixed-income securities. Join us at 5pm ET as we discuss our quarterly results and #Bitcoin Treasury Company plans. $MSTR 
 Exactly, LFG⚡️🔥🚀🎊🍻 
 #bitcoin $0.073M, onwards to $1M. 
 Stay humble, stack Sats. 
 Damn. By the time I get the cash out from my second mortgage on my house. $MSTR probably is already $500 a share. My cash out money won’t be making as much impact on my existing position. $MSTR is like a run away train.⚡️⚡️⚡️ 
 Hey @SatyaNadella, if you want to make the next trillion dollars for $MSFT shareholders, call me. - Michael Saylor on X
https://m.primal.net/LlPa.jpg 
 Spot on 😂😂😂 
 $MSTR $255 (up 9% today) and heading to $4000. 
 #Bitcoin $0.07M and heading to $1M 
 Agree. Let’s enjoy the ride to recovery our lost time and energy.

nostr:note1x3j4cvdf2syqgrhf9pdvdq70e46z5neatk7lxaqkk6zjkh89lrxsmkdqa6 
 Fix the money, fix the world.

#Bitcoin 
 #Bitcoin is on the move. 
https://m.primal.net/LkAa.png 
 $MSTR 👀
The thing about $MSFT putting a #bitcoin Treasury up for a Vote

No activists investor made them do that !

they secretly want it to happen, $blk blackrock is going to be in there lobbying other $msft institutional investors hard. Because $mstr is kicking everyone's ass 
 Breaking: $MSTR has become the de facto future and options for #bitcoin due to the lacking of honest future and options market for bitcoin. Stop and think about the implications. Let that sink in…

It is just my opinion.