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10 sats \ 1 reply \ @Bell_curve 26 Nov
@freetx have you seen this chart?
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34 sats \ 0 replies \ @freetx 26 Nov
Yes, it would be interesting to see this chart overlayed with number of outstanding shares.
Saylors entire sales pitch is "BTC yield".
That is, if you bought 1 share of MSTR you could compute that share had a certain claim to the underlying BTC. His financial goal is to increase BTC holdings above the dilution of shares, so that over time that 1 share of MSTR gets claim to a larger and larger amount of BTC.....thus the claim that he is providing "BTC yield"
Its a pretty interesting concept and if that holds, he basically becomes a more efficient miner. A miner that uses fiat instead of electricity.
This is the core financial reason why the stock is trading at a premium to BTC price, because you are "gaining BTC" each year....
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65 sats \ 10 replies \ @Satosora 25 Nov
You ever think he will sell?
Or will he keep them off the market forever?
Makes my sats worth more, but l dont trust him.
The things he has been saying lately, are a little off for a bitcoiner.
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53 sats \ 7 replies \ @OneOneSeven OP 25 Nov
He might sell a little for some tax reason like he did a few years ago, and "spend and replace."
I just think someone on Wall Street using the fiat ponzi to accumulate crazy amounts of bitcoin was inevitable, it just happened to be Saylor that it clicked for first.
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33 sats \ 6 replies \ @Satosora 25 Nov
I guess we will have to see how many more take on this "infinite money glitch".
I think it is stupid, but lm not saylor.
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31 sats \ 5 replies \ @gmd 25 Nov
Can others replicate this? Isn't he selling bonds at 0% interest for 5 years?
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33 sats \ 4 replies \ @Satosora 25 Nov
I dont know if others can.
Unless they have assets to back up the loan?
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43 sats \ 3 replies \ @OneOneSeven OP 25 Nov
Idk about replicating at his level
A bunch of companies have started buying bitcoin but this Eric Semler of Semler Sci. has also taken to posting like Saylor on X.
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31 sats \ 1 reply \ @gmd 26 Nov
sure, others are buying BTC with their cash to create BTC treasuries- but it seems like MSTR is able to raise money at 0% to lever up... are others able to do that?
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33 sats \ 0 replies \ @Satosora 26 Nov
How many companies have such huge cash reserves?
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33 sats \ 0 replies \ @Satosora 25 Nov
Everyone is just a copycat now.
Will it really make much difference?
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0 sats \ 0 replies \ @flat24 25 Nov
I personally think he won't sell, at least for now. He speculated that his vision may be to never sell, but that doesn't take away the possibility that he could use them at some point as collateral to obtain liquidity.
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0 sats \ 0 replies \ @itsrealfake 25 Nov
first he accumulates, and then he gets nationalized
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0 sats \ 1 reply \ @Shugard 25 Nov
Always remember that MSTR is just a paper BTC.
Stack humble and stack sats (yourself!)
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0 sats \ 0 replies \ @000w2 26 Nov
Not even that because they don't have the keys themselves. If you own MSTR, you have a paper claim to their paper claim.
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