What are you buying for $358 per $MSTR share?
❌ 37.6% premium on $BTC current spot price
❌ $29 debt/share
❌ ~1.5x amplification of $BTC volatility
❌ 100% dilution of your share (share count has 1.75x’d in the last 3 quarters)
➖ earnings per share
I completely get Saylor’s…
The combination of sovereign backing, regulatory entrenchment, and significant operational scale creates an almost unassailable competitive position in #REClimited ‘s core market.
This represents a rare and powerful competitive advantage, akin to what a Peter Lynch would…
The combination of sovereign backing, regulatory entrenchment, and significant operational scale creates an almost unassailable competitive position in #REClimited ‘s core market.
This represents a rare and powerful competitive advantage, akin to what a Peter Lynch would…
The UK Financial Conduct Authority has announced that it is loosening its anti-bitcoin stance. From October 8th retail UK investors will now be able to buy bitcoin ETFs.
Finally.
The ban came in with bitcoin at $5,000. Today it's $115,000. That’s $110,000/coin UK investors have…
Is $COIN really building the next big digital economic platform, or is the hype just getting ahead of reality? Read my defence and skeptic take with Q2-25 earnings as the backdrop.
open.substack.com/pub/alphamonk1…
We weren't allowed to run this ad on TV in the UK, but that's fine, we can just share it online.
We're using humor to make a very important point: the current financial system simply doesn't work for most people. It needs to be updated.
We weren't allowed to run this ad on TV in the UK, but that's fine, we can just share it online.
We're using humor to make a very important point: the current financial system simply doesn't work for most people. It needs to be updated.
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