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.
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.
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
The world’s first Strategy Treasury Company.
BitStrategy.com
Retail Ry 🏧🟧 retweeted
Why doesn’t Strive have quarterly earnings calls?
Because they have nothing to say in a formal capacity.
Retail Ry 🏧🟧 retweeted
Our responsibility is to do what we can, learn what we can, improve the solutions, and pass them on.
Retail Ry 🏧🟧 retweeted
Much has been said here. I agree with Long Phong, the yield is plenty high.
The problem is the volatility in STRC.
The potential solution is daily dividends. So that the ex div is everyday & reduces the competitive edge of SATA.
Retail Ry 🏧🟧 retweeted
It matters a lot to:
1. Stay in the NQ100. Just a few weeks ago the market cap was 96/101 companies in the index.
2. Try not to get booted from MSCI. It looks bleak. The ~3% of shares they bought is half a Saylor assuming he owns ~6% of the company.
3. Get into the SP500.
There’s a lot of passive capital out there buying the indices on an ongoing basis, that otherwise would not flow into Bitcoin.
The positive sentiment of institutional acceptance and adoption would be extraordinary.
Being in all 3, could and perhaps should improve the credit worthiness of the company, and our credit rating could benefit.
This combo of 3 indices could feed on itself, in either direction.
Retail Ry 🏧🟧 retweeted
Abraham Lincoln's beloved Fido was the first Presidential dog to be photographed. (1861)
Retail Ry 🏧🟧 retweeted
Of all the negative things I’ve said about Strive, the thing that’s unsurprising to me is that nobody can engage on the substance. Strive is a company whose entire existence is predicated on another company. Nor the OpEx inefficiency of this pro wrestling retail work.
Retail Ry 🏧🟧 retweeted
Mr. Mandell,
I would expect nothing less from Lieutenant Kennedy.
I would expect nothing more from Matt Cole, and this rushed to market reverse merger of Strive.
Stay Rugged, (36th Engineer Brigade)
SGT McGinnis
