
Grain of Salt
@Z06Z07
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~My brilliance will not be diminished by anyone's mediocrity~ G.O.S. | Bitcoin ‘17 | $MSTR ‘20 | $MTPLF '25 | Full Gamma | Not Financial Advice
San Francisco, CA
Joined August 2012
Everyone is on their own journey. Just getting in the race is a huge accomplishment, and life begins where the fear ends. It never gets easier, you just get better at handling the unknown.
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Diminishing returns is probably one of the most important mathematical concepts to understand. Bitcoin will probably follow this model, with 2 to 4 month spikes, either way, in a given year.
The next decade will be the golden decade of Bitcoin. Institutional adoption and 40% CAGR, dropping down to 24% in 2035.
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RT @tadtweets: Thanks Joe @IIICapital — always great to “talk shop” with you! $BTC $MSTR $SMLR $STRC 🔥🚀 @50TFunds.
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RT @Z06Z07: @tadtweets @IIICapital @50TFunds At the 22:50 mark it becomes an exceptional podcast with Tad. -“Good intentions,” led to the….
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Game over for the rest of the world. Listen to @GuyAdami’s great question at 15:00 mark and @saylor answer. All Bitcoin rs and LBE shareholders already succeeded. $MSTR $MTPLF $TSWCF $CINGF $SMLR $OWNB.
I joined @GuyAdami to discuss institutional Bitcoin adoption, the rise of BTC Treasury Companies, and the digital transformation of capital markets.
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Jeff is correct. If the basics are not even agreed, then my view is the stock price needs to go up and comparing it against the 50DMA (itself) is the easy metric to understand. 1.2X for $MSTR This takes into account all known and unknown info. @hillery_dan
The problem with mNAV is that MSTR definition is NOT the same as how others define it. Take the the two below:.- market cap is NOT the same as EV.- cash + BTC is NOT the same as Bitcoin NAV (which is defined as MV of BTC Price x count). Hard to converse when lost in translation
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RT @tadtweets: IS $BTC DEMONETIZING FINE ART?. In May of 2017, I led @Sothebys when it sold Jean-Michel Basquiat’s Untitled (1982) for $110….
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Great analysis on why Bitcoin is ripping higher.
This is not a "normal.". We have reached a point where Bitcoin is moving in a literal STRAIGHT-LINE higher. Rates are rising, the USD is down -11% in 6 months, and crypto is up +$1 TRILLION in 3 months. What's happening? Bitcoin has entered "crisis mode.". (a thread)
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Matt talking about Bitcoin going to $200k by end of year. @Matt_Hougan @BitwiseInvest @CNBC @CNBCTheExchange
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RT @GlenRiceARoni: @Z06Z07 @Vanguard_Group "If your ego exceeds your intellectual curiosity, bitcoin will leave you in the dust.".
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