Retail Ry 🏧🟧 retweeted
“This year”
The @Strategy opportunity is such that, over many years, in an environment where bitcoin grinds higher, MSTR won’t just be the largest holder of bitcoin. Rather, MSTR can be on a path to be the largest holder of everything.
Retail Ry 🏧🟧 retweeted
Yet, neither the Optimus robot nor the flying Roadster will be given away for free.
Nor will the US *stop taxing citizens* in dollars. That’s a fact.
Retail Ry 🏧🟧 retweeted
The big idea, for everyone, is to cross the chasm from labor to capital.
One has to have a burning passion to pursue the path of a fully blocked out Outlook calendar.
Especially, now that the easy money has already been made in BTC.
Look, here’s the reality:
The easy money has already been made in $BTC.
Planning one’s portfolio around a worldview of a massive price shock that re-prices BTC by order(s) of magnitude rapidly, or worse, expecting a complete collapse of the USD (which greatly overlooks the power and influence of NATO), is ill-advised.
Given this, the only ways for a 20 or 30 something year old to have the optionality of escaping the corporate lifestyle, is to (1) study and implement Options Theory or (2) Found a startup and own a material amount of equity.
That’s it.
And the massive benefit of number (1) and (2) above, is the repeatability of both of them, in both absolute and in relative terms to this perceived $BTC scenario.
Retail Ry 🏧🟧 retweeted
It’s very innovative how @ColeMacro, the “chief executive officer” of the work from home crew of grossly overpaid Twitter users, copied word-for-word the only thing I’ve been thinking about for years.
$MSTR There is a right side and wrong side of history.
The right side will say that the Prefs to buy bitcoin + simultaneous cash flow was the right decision.
The wrong side will disagree.
The Peter Thiel Interview Question:
Slightly modified.
What is one thing that you’re right about, and nearly every smart person around you is either (a) wrong about or (b) not thinking about?
$MSTR Free Cash Flow will go up a lot.
It’s not a short term payback.
$MSTR One thing I’m concerned about with Daily Divs for the non STRC Prefs is that, it may fragment shareholder interest and liquidity that otherwise would have went to STRC.
What I’m really trying to say is, I think we have to get away from the Moral Hazard (market interpretation of precedent & expectations) of preemptively buying back STRC at 97-99.
Retail Ry 🏧🟧 retweeted
I used to watch QuantBros and followed along as it evolved into MSTR True North and then @TNorth. Now, it's basically turned into just Strive. I'm invested in Strive too and think they'll do great. But have stopped watching Strive True North, as I now find it boring.
Retail Ry 🏧🟧 retweeted
It is not a coincidence that the first and second input to a higher stock price that Mr. Bezos mentioned, is Free Cash Flow and ROIC.
@JeffBezos $MSTR
The Peter Thiel Interview Question:
Slightly modified.
What is one thing that you’re right about, and nearly every smart person around you is either (a) wrong about or (b) not thinking about?
$MSTR Free Cash Flow will go up a lot.
It’s not a short term payback.
“I have no idea how to drive up the stock price.” - Jeff Bezos, Founder & Real Exec
“Total Returns” - Matt Cole
It is not a coincidence that the first and second input to a higher stock price that Mr. Bezos mentioned, is Free Cash Flow and ROIC.
@JeffBezos $MSTR
The Peter Thiel Interview Question:
Slightly modified.
What is one thing that you’re right about, and nearly every smart person around you is either (a) wrong about or (b) not thinking about?
$MSTR Free Cash Flow will go up a lot.
It’s not a short term payback.
Retail Ry 🏧🟧 retweeted
I’m not saying PubCos should explicitly not show proof of reserves.
I’m saying that PubCos should do what’s in their best interest, not in the preference of bitcoiners.
The business interest is of course Digital OpSec.
Also, the stakes for PubCo fraud are quite high.
Retail Ry 🏧🟧 retweeted
You must be joking!
xitter.gq/ryquant/status/2058287…
Retail Ry 🏧🟧 retweeted
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