BitStrategy
@BitStrategy21
http://BitStrategy.com | MSTR Shareholder
Haha, shots fired I guess. Metaplanet is… sort of like MSTR…except it has a tiny fraction of the Bitcoin. Strategy has ~2.8% of the entire network whereas Metaplanet has just ~0.06%. It’s a MicroStack. Metaplanet is a rounding error next to Strategy. Size matters. We are…
Metaplanet is sorta like MSTR, except with: 1. An easily scalable and proven income strategy to pay yield on future preferreds 2. Lower debt and no converts 3. Much cleaner growth and only diluting into strength, not crushing mNAV 4. Dilution transparency (to the day) and…
This podcast about the East India Company is absolutely jaw dropping open.spotify.com/episode/5PzZJy…
I think it’s better for every company to buy Bitcoin compared to not buying Bitcoin, similar to how it is better for every company to use the internet compared to not using the internet. Just like the internet, the lion’s share of profit and market capitalisation will go to a…
Funny how people think fiat printing (which is infinite by definition) will end before Bitcoin selling (which is finite by definition).
The ism in Capitalism means permanent arbitrage against labour.
Some windows never close, because they never opened in the first place. They’re not opportunities; they’re fixtures Structural arbitrages baked into the foundation of the system. For example, the arbitrage between those with credit and those without credit. Or between capital…
Thats the thing about arbitrages, they close.
Bitcoin can recapitalize the world’s balance sheet. Prob > $300T opportunity. Risk is mispriced, globally People probably felt the same way about insurance companies in 1689 when Lloyd’s of London was founded Insurance CO’s still cooking 336 years later…
If you understand BTC then you can’t possibly be suggesting we should have bought less of it.
Common Stock ATM ❤️ To you all ATM critics, just shut up. Other public companies will go to zero if they do what Strategy did without buying BTC like paying themselves big salaries
If you are looking to hire me, I can tell you I don't need money. But what I do have are a very particular set of skills, skills I have acquired over a very long career. Skills that make me a nightmare for Bears like you. If you become Bullish now, that'll be the end of it.
Stock Buybacks vs Strategic Issuance: Going Deeper At first glance, share buybacks look like bullish pressure, while ATM issuance looks bearish. I get it. But we have to go deeper, Neo. You need to think through the second order effects. Buybacks reduce shares outstanding.…
Strategy announces pricing of its Stretch Perpetual Preferred Stock ($STRC) Offering and upsizes the deal from $500 Million to $2.521 Billion. $MSTR strategy.com/press/strategy…