If you want to math out how stupid the mNAV and dilution bears are we can:
Assumptions over 5 years:
-Strategy acquires zero more Bitcoin
-Bitcoin price stays flat at $112,000
-MSTR flat at $330 per share
-Zero preferred ATM
-Dividends funded by MSTR ATM fully
-STRC stays at…
What used to be @MSTR_Today then changed to MSTR & the Treasury Titans because MSTR was underperforming, is now the guy who hasn’t made a single video in 11 days
@PunterJeff I hope you’re watching, no one warned us that the MSTR top of $550 was probably in except @finance_camel…
Don’t talk about negative things, because the more you speak of them, the more power you give them. Speak of hope, speak of strength, speak of possibility what you focus on, grows.
MSTR limp noodle is either warning us that this is not the real resumption higher in bitcoin, or it’s warning us to stay away from it as it’s just going to limp and linger into a bear market like I’ve always feared since December 2024
@BitPaine Believe me friend, Strategy B isn't your grandfather's MicroStrategy anymore. With the advent of perpetual derivatives of all varieties, the flowchart gets to be like an Escher drawing even to this old pro. I hope it regains its sea legs and starts sailing north at 2x BTC…
I still have faith ... not one to keep buying all the way down, but I drew a faint line in the sand. I think we saw the lows today. Could be wrong but I put my money where my mouth is. I wish you all the luck in the world.
Why is BTC moving up so slowly this cycle?
BTC supply is concentrated around OG whales who peaked their holdings in 2011 (orange and dark orange).
They bought their BTC at $10 or lower. It takes $110k+ of new capital to absorb each BTC they sell.
The most astonishing thing happening in the world right now is that many people with resources & capital have zero Bitcoin.
There are 63 million people with a net worth of over $1m. We cross the event horizon when inevitably every single one of them, simultaneously, realize…
ism has sucked for years under Biden & 2nd term Trump, neither president has given us two consecutive months of ism over 50
None of your favorite influencers (@RaoulGMI have spoken about this, they just fuel our hopes about alts or MSTR super pumping
We are at the total mercy…
The options that can be purchased at this point are April 2026 IBIT betting on
A. Nov’2025 peak
B. Extended cycle much higher than Nov’2025 based on an ISM hoping to cross over 50
Look like @realDonaldTrump tariffs need to get sorted out so that ISM index get hard over 50..so that MSTR & altcoins can pump...sucks we have to rely on politicians and multi-national corporations to "feel" better about things so that retail has permission to pump small cap…
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