I don't speak about Bitcoin a lot, cause why would I, usually someone more articulate has voiced a similar opinion better to more people already. But when I do I get engagement.
So clearly I don't have horrible reach like I thought. Yous just don't like the unintelligible posts. Imma keep doing them since yous seeing them. Just to spite you.
MORE SHITPOST. TALK ABOUT LIFE AND MUSIC AND HOBBIES AND GIRLS.
ALL THIS FINANCE TALK YOU AIN'T NO FINANCE YOUS JUST SERENE HODLERS. ACT SERENE!
It's #nostr not a Yahoo Finance forum.
nostr:nevent1qqsr6tyrse3mw6s209zppr99ps55m04cfa8vydpyn57n4zpgyvfz06gpremhxue69uhkummnw3ez6ur4vgh8wetvd3hhyer9wghxuet59upzqf95tyq2jtaug5nue7t4h4qknz8ygnrwfk0nvnz3tpn87pmky0lzqvzqqqqqqy2fq529
Where Polivierre at? He's a Trump endorsement away right? Has to be.
nostr:nevent1qqsgvvd2yp8jzphcsy9xywws7jdauqczfm38vhg0qj3eemwcgtvlalgpremhxue69uhkummnw3ez6ur4vgh8wetvd3hhyer9wghxuet59upzqf95tyq2jtaug5nue7t4h4qknz8ygnrwfk0nvnz3tpn87pmky0lzqvzqqqqqqyg0yj5k
L Saylor
You cannot use MSTR to discount Bitcoin's future value. The market already does that with spot Bitcoin.
It only makes sense for convertible bond holders because they get "downside protection". But that's at shareholders expense.
He should sell stock not debt.
You value different companies different ways. I think MSTR is justified some premium, because they have leveraged Bitcoin, not just Bitcoin. But maybe not this much premium.
If undervalued, do buybacks.
If it's over valued, they should issue shares and dilute it. Not leverage harder! It's completely unsustainable, and I don't trust them to reign it back if Bitcoin keeps pumping.
So I think they will be in dire straits come a bear market. Not that their current position is that bad.
OK, so if BTC rallies to two hundred something thousand, MSTR cost basis is ~150k, and then a bear market starts and they decide to "buy the dip" with more debt pushing cost basis even higher to try and prop up BTC, and all of a sudden you start getting FUD pushing price lower...
Now the 2026/27 maturities are coming up, you've got margin calls and forced liquidations up your ass and you've popped the bubble.
"Investors panic" is a problem if you're raising money through debt. You cannot tell them to suck it up like you can to shareholders.
Thanks for sharing nostr:nprofile1qqsr7acdvhf6we9fch94qwhpy0nza36e3tgrtkpku25ppuu80f69kfqpzamhxue69uhhyetvv9ujumn0wd68ytnzv9hxgtcpz4mhxue69uhhyetvv9ujuerpd46hxtnfduhszrnhwden5te0dehhxtnvdakz7x08grv
[Verse 2: 50 Cent & Tony Yayo]
Picture a perfect picture, picture me in a pimp hat
Picture me startin' shit (Uh-uh), picture me bustin' my gat
Picture police mad, they ain't got a picture of that
Picture me bein' broke, picture me smokin' a stack (Aw, shit!)
Picture me comin' up, picture me rich from rap (Uh-uh)
Picture me blowin' up, now picture me goin' back (Woo!)
To my momma basement to live, shit, picture that
Where I'm from it's a fact, you gotta watch your back
You wear a vest without a gat, you's a target, Jack (Uh-uh)
Hustle hard, money stack (Woo!), sell that dope, sell that crack (Come on!)
Sell that pack, sell that gat, sell that pussy, holla back (Yeah, yeah)
50 Cent, too much Henny, man I'm bent, I'm outta here
Picture me next year. ✨
nostr:nevent1qqsy5jmj7mt0xhvxwwdgzer9p8y3f5sdgjml0wj7u5vfqt986kxxy2qpz4mhxue69uhkummnw3ezummcw3ezuer9wchsygpyk3vsp2f0h3zj0n8ewk75z6vgu3zvdexe7djv29vxvlc8wc3lugpsgqqqqqqsedevgy
I find new people every day I use nostr.
I follow.
A few weeks later, I wonder if they still around.
I go through my following list, like, haven't seen them in a while, haven't seen them in a while, them neither, but they all been posting every day.
It's not a "no algo", "follow more people" problem.
Either someone's gonna explain relays to me like I'm retarded (I am) or the client needs to optimise itself.
nostr:nevent1qqs0g5jhneqfmdtf7fkrtux8n3v324hhg6cv8v3uaxkeq56fey3wmmcpremhxue69uhkummnw3ez6ur4vgh8wetvd3hhyer9wghxuet59upzqf95tyq2jtaug5nue7t4h4qknz8ygnrwfk0nvnz3tpn87pmky0lzqvzqqqqqqywwrtdx
#nostr #tardstr
MORE SHITPOST
nostr:nevent1qqstwrvfyppj30ljzu6akhler3xzn2n8m9jeapg24xtwe0u7wze7rucpzamhxue69uhkzarvv9ejumn0wd68ytnvv9hxgtczyqkxt9q8ykalzzlmhaftwmzpvpn4g3qjvnms057eesww4wrdw07h7qcyqqqqqqg3ercwa
Notes by Jose Sammut | export