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
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
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.
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
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 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.
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.
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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
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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
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.
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.
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#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.
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.
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.
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.
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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.
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 🔥🔥🔥
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 🤣🤣🤣
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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
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.⚡️⚡️⚡️
$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.
Notes by 5845c359 | export