MikeWMunz 🟧
@mikewmunz
Bitcoin ‘17 | MSTR | MTPLF | Infinity/21 Million | It’s Going Up Forever, Laura | NFA/DYOR - Bitcoin is an ego test
Anyone can make a bunch of money. That’s not impressive. Once you understand money at a base level that outcome becomes inevitable and non trivial What you build and how you impact people is what sets you apart from “you got lucky” and “he’s someone I need to know” In a hyper…
$MSTR made $14 Billion in Q2
$TSLA 2Q FREE CASH FLOW $146M, EST. $760M
When you think about it, infinitely printing fiat is inevitable. $BTC
When you think about it, Universal Basic Income is inevitable.
What prevents an institutional buyer from going to Strategy and saying “we have $1 billion of capital we want to buy STRF/STRK/STRD/STRC with. Can you issue us new shares via the ATM at an agreed upon price instead of buying in the open market?” $MSTR $STRF $STRK $STRD $STRC
This guy’s $MTPLF position is down 20% but he continues to rag on short term daily differences of .07% price movement between IBIT and MSTR Share dilution of the Japanese hotel company isn’t in his conversation pieces but Saylor’s nuts is daily Once again, the intersection of a…

This is not Bernie Madoff running a secret hedge fund Ponzi scheme needing to convince a single person to cook the books while segregating all communication and interaction between the other business operations on a completely separate floor employing minimum wage desperate…
This is why the idea of Strategy not owning the Bitcoin they claim is so stupid it’s not worth spending the copious amount of time some people give it: Everyone involved is knowingly committing financial crimes that will put them in jail forever? We’re talking about extremely…
This is why the idea of Strategy not owning the Bitcoin they claim is so stupid it’s not worth spending the copious amount of time some people give it: Everyone involved is knowingly committing financial crimes that will put them in jail forever? We’re talking about extremely…
How do you know it’s real BTC he bought?
New preferred stock offering: $STRY STR-Yield Max Covered Call Yield Max preferred stock. Par value $100. Sells 10 DTE covered calls as a preferred stock offering and allows Strategy to fully support the Yield Max fund and dunk on the haters who think it’s the worst ever…
$MSTR since October: -Added 450,000 Bitcoin -Highest daily close ever last week -Issued 4 preferred stocks that do not dilute the common stock (TAM: Trillions) -Qualified for S&P 500 inclusion Common stock catalysts: -S&P 500 inclusion -Billions in passive inflows -Credit…
If you look at mstr returns since he initiated the atm strategy, it’s cleanly underperformed the underlying, btc. As an already long term holder (5+ years), it’s getting hard to have the same investment thesis as before 😔
$STRC: What I don’t understand and it’s not clear to me is how they determine the variable rate end of the month for the next month. They have target pricing for the preferred itself between $99 and $101 but not the rate. Did I miss this in the presentation or it’s pretty open…
I don’t know how long this will take but I do know Real Estate gets affected tremendously by Bitcoin. It’s completely unattractive and a senseless investment when Bitcoin exists. On top of this, you now have multiple preferred offerings giving far better return and potential…
Welcome back to The Hurdle Rate Podcast. Episode 19: A Huge Wave of Capital isn't a STRC. The crew is back with the latest on @Strategy's new preferred product STRC, real estate versus perpetual preferred, the question of winter and more. Here's the latest with @BenWerkman,…
A 30% CAGR is 13.78x after 10 years $100,000 turns into $1,378,000 After 15 years, this becomes a 51.18x or $5,118,000 After 20 years, this becomes 190x or $19,000,000 This is what 1 Bitcoin can get you in 20 years
House prices crash when you price them in Bitcoin
The housing market has to crash eventually. These prices are just insane.
boom. today we're onboarding our first few @Square sellers for the new native bitcoin acceptance experience this is the way!
Luna was never backed by Bitcoin Don’t let engagement farmers who spend their days crying on X gaslight you
Little known fact: @Saylor was actually boosting Terra Luna weeks before it blew up x.com/Pledditor/stat…
Creates a thread calling Bitcoiners dumbest people on the planet. Claims NgU is the only reason it’s worthwhile. Gets destroyed in the comments. Admits he’s spent zero time learning about it This is not how you approach a community that is immensely smarter and more…

BTC bros are some of the most optimistic, dumbest people on the planet. "It's gone up a lot" is their only argument as to why it's worthwhile.
I will seriously consider selling everything the day this inevitably happens
it’s not the top until chamath does a crypto treasury company
Oh no… what will ever do without the glorious financial insight from Danish Get back hours and hours of our lives from spaces? Yes. Become more knowledgeable about all things finance? Definitely not.


24 year old dividend investors “creating generational wealth”
What is the most unserious community on X?