BitStrategy
@BitStrategy21
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https://t.co/ZFhTWLyR9w | MSTR Shareholder
cyberspace
Joined May 2024
Haha, shots fired I guess. Metaplanet is… sort of like MSTR…except it has a tiny fraction of the Bitcoin. Strategy has ~2.8% of the entire network whereas Metaplanet has just ~0.06%. It’s a MicroStack. Metaplanet is a rounding error next to Strategy. Size matters. We are.
Metaplanet is sorta like MSTR, except with:.1. An easily scalable and proven income strategy to pay yield on future preferreds.2. Lower debt and no converts.3. Much cleaner growth and only diluting into strength, not crushing mNAV.4. Dilution transparency (to the day) and.
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RT @FocusofForever: Common ATM is best way to get tons of BTC. It makes sense to have tons of BTC before it's gone. More BTC you have, be….
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RT @FocusofForever: Your successful investor: Warren Buffet has phrased something like this. "Diversification is for protection against….
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RT @FocusofForever: Right now, Strategy have holdings that are worth more than few MAG 7 that is appreciating at 30% CARG for next 20 years….
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RT @real_basil_c: @BitStrategy21 @LizardWizardBTC @Wurstinator93 It is also not a given that Fiat <—> Bitcoin exchange will indefinitely co….
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RT @BitStrategy21: @Wurstinator93 @LizardWizardBTC Disagree. Scaling is an engineering problem. No one could work out the problem. No on….
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RT @BitStrategy21: @LizardWizardBTC Yes, if God’s plan had been different in some way, it too would have been perfect, but as we see, God’s….
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RT @real_basil_c: @BitStrategy21 @LizardWizardBTC Your “Bitcoiners didn’t orange pill Saylor. Saylor red pilled Bitcoiners” point applies h….
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RT @BitStrategy21: @LizardWizardBTC I disagree with the last statement. Bitcoin did need Michael. We have no way of knowing how long it….
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I agree Bitcoin and Satoshi deserve more attention. The best way to achieve that is with Strategy. Currently, just 4% of the world owns Bitcoin. A criminally small number. Strategy will bring it to the other 96%. Strategy is how the world will learn about Bitcoin.
Strategy wouldn’t exist without Bitcoin — but Bitcoin didn’t need Strategy to exist. The deeper issue is that Strategy is equity. By definition, it's entangled with human incentives and ownership — which makes it inherently less pure than something as immaculate as Bitcoin.
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RT @ryQuant: Precisely this. $MSTR vs $MTPLF. And wrapping this message in some perceived sophisticated “math” based narrative doesn’t chan….
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The Strategy moat is more than just our Bitcoin. Our moat is our data and our analytics.
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RT @BitStrategy21: @LizardWizardBTC I don’t see it as a competition between the two. It’s a false dichotomy. Strategy is Layer 2. This….
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Strategy, the world’s leading independent data analytics company, thinks it’s a good idea to buy as much Bitcoin as possible by issuing equity. It uses quantitative analysis to arrive at this conclusion and to decide when to issue securities at-the-market. You, a pleb, are not.
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RT @BitStrategy21: @teslabulltr @hillery_dan @saylor I think Saylor should use the ATM when the correct opportunities to use the ATM presen….
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You often hear me comparing Strategy to tech monopolies. Facebook.Google. Amazon. But the truth is, Strategy’s total addressable market is on a completely different scale. 100s of Trillions, not just a few. NVIDIA just hit four trill. Big whoop. We’ll see four hundred.
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Even as MSTR price rises, I will continue to buy it aggressively.
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FAQs. Q: Doesn’t Strategy need to transition to using its Bitcoin in the future?. A: No, it already uses its Bitcoin to back its securities. —-. Q: No, I mean monetization? . A: Yes, I know what you mean, but it is already monetized. —-. Q: No, I mean like other businesses it.
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If you’ve started to feel uncomfortable about the Bitcoin Yield valuation methodology making ZERO sense, don’t fight the feeling. It will get much, much worse from here if you ignore it.
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