Regular Dave 🟧 @cryptidiotdoc
Publisher, Real Estate Investor, Bitcoin Enthusiast. “Learn something new every day” New York, USA Joined January 2022-
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Digital Credit is an exciting new asset class, enabled by Bitcoin’s emergence as Digital Capital. $MSTR is leading the way with securities such as $STRC — think of it as jet fuel distilled from a barrel of crude oil.
"Is the cycle over?" Well, the cycle started on Jan 3rd 2009, and arguably, the first real target is flipping gold. So no.
Wall Street pays $40 for every $1 of Apple earnings, but only $1.50 for every $1 of Bitcoin at Strategy — best multiple in the market.
Wall Street pays $40 for every $1 of Apple earnings, but only $1.50 for every $1 of Bitcoin at Strategy — best multiple in the market. https://t.co/z97j6ZcI1D
Michael Saylor just delivered the most compelling pitch on MSTR to the Wall Street community. Here’s what he revealed (and why this presentation is a masterclass that all TradFi needs to understand ASAP). A 🧵:
@Strategy $NVDA with $57B of capital protecting $4T of risk. 😬😬 $MSTR with 18% leverage on a $71B balance sheet Nice 🤌🏼
Funny how the math wizards and the finance pros suddenly forget ratios when it comes to Bitcoin treasuries. 5:1 mortgages ✅ 12.5:1 banks ✅ 1:4 @Strategy ❌ “overlevered” Make it make sense.
Funny how the math wizards and the finance pros suddenly forget ratios when it comes to Bitcoin treasuries. 5:1 mortgages ✅ 12.5:1 banks ✅ 1:4 @Strategy ❌ “overlevered” Make it make sense.
Happy Sunday! Check your email! Two days left to vote for $ASST & Strive reverse merger! Bitcoin Bitcoin Bitcoin Bitcoin Bitcoin More info in post below!
Happy Sunday! Check your email! Two days left to vote for $ASST & Strive reverse merger! Bitcoin Bitcoin Bitcoin Bitcoin Bitcoin More info in post below!
😮 “140 companies in the [S&P 500] index that have market caps below the $22.7B inclusion criteria”. By golly. 28% (!) of the companies listed in the Standard & Poors 500 do not belong there. That really makes the S&P500 an Actively Managed Fund that cannot be trusted to…
😮 “140 companies in the [S&P 500] index that have market caps below the $22.7B inclusion criteria”. By golly. 28% (!) of the companies listed in the Standard & Poors 500 do not belong there. That really makes the S&P500 an Actively Managed Fund that cannot be trusted to…
Economists who believe in the efficient market hypothesis should see the success of @Strategy and become hyper bullish on Bitcoin. Strategy has built two Bitcoin-based financial products that are both in high demand. One is leveraged long-duration Bitcoin exposure through its…
Strategy could pay for 100 years of the preferred equity interest obligations with the net value of their Bitcoin holdings TODAY. If Bitcoin were to fall to $50k, they’d be able to pay for 42 years of obligations. This is financial STRENGTH and HIGH credit quality. This…
Everyone needs to see this! The Exit Manual is pure gold! 🔥👇👇
Everyone needs to see this! The Exit Manual is pure gold! 🔥👇👇
I’d suggest he also missed that people went protection from debasement, and want permissionless payments for very valid reasons. A network that enables that is worth something. But he turned off comments, so he’s not interested in what the people have to say.
I’d suggest he also missed that people went protection from debasement, and want permissionless payments for very valid reasons. A network that enables that is worth something. But he turned off comments, so he’s not interested in what the people have to say.
On November 14, 2024, Strategy held 279,420 BTC with 193 million shares outstanding, equating to ~0.00145 BTC per share (the common stock was valued at $338 per share - same as today). Today, Strategy holds 629,376 BTC with 283.6 million shares outstanding, equating to…
🔥MUST WATCH CLIP🔥 @Croesus_BTC dives into his bold thesis that these firms might ultimately hold half of all Bitcoin, a scenario he sketches using long‑range targets like $13M per coin and a finance world reshaped around that reality.
@ryQuant Can attest. We were the few people talking about this.
Strategy updated their Equity ATM guidance today I think this is a big positive - I'll explain why in a second, but first what did they change? In the Below 2.5X mNAV section they added language to indicate when they can issue new equity --> they added "(3) when otherwise…
BREAKING: $1.7 TRILLION NORWAY NATIONAL PENSION MANAGER JUST DOUBLED ITS MSTR AND MTPLF HOLDINGS BIG MONEY ALLOCATING TO #BITCOIN. IT’S HERE 🔥
"What is winning? Winning is maximizing the price of $MSTR" - @saylor
Strategy's Path to the S&P 500 and the "Uberization" of Bitcoin Strategy's recent earnings performance has positioned the world's largest Bitcoin treasury company just one committee meeting away from inclusion in the S&P 500—a development that could fundamentally cement…

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