Basil
@real_basil_c
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As Strategy’s rapidly growing BTC treasury encroaches upon the fixed 21M supply of BTC it should invoke increasing anxiety and the dreaded expectation of fading relevance and momentum for every Bitcoin treasury company except for Strategy. Once the spot BTC market sells out and.
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RT @JBerneburg: 📊 “Some call it alchemy. I call it valuation.” — Phong Le, CEO @Strategy. @BitcoinPierre asked Phong about mNAV and got a k….
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What do you do when you need a store of shelter but you don’t own any real estate?. Pay rent to your landlord. What do you do when you need a store of value but you don’t own any digital real estate?. Pay rent to your bitcoinlord. That’s Strategy.
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Two major milestone events that will occur on specific dates which long term MSTR shareholders can keep an eye out for:. 1) Terminal Accumulation Point: The day spot BTC is sold out and the 24/7 liquid market for spot BTC no longer exists. 2) Strategy market cap > 21M BTC.
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RT @1MarkMoss: If you're trying to forecast the future value of BTC-TC companies based on their Bitcoin Yield and not looking at Absolute B….
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RT @BitStrategy21: Strategy Maximalism. I first heard the term coined by the famous artist, LaDoger. A whisper, at first. A faint glimm….
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Michael Saylor says that total world assets will be measured at 4 Quadrillion USD by 2045. If Strategy can accumulate millions of BTC on the base layer and master the power to leverage it as PRISTINE COLLATERAL, why can’t it command 1/4 of total valuation of macro assets?
I would be happy if Strategy hit ham to do $50B next week as a long term shareholders. Doubling BTC stack at crazy speeds. 1.2m of BTC. Traders will cry and rotate to a company promising 1 million percentage yield by gaining 1 million sats top of 1 sat. Strategy just will be.
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RT @hillery_dan: I agree. The 10:1 conversion is the only thing that matters. Jesse's point is well taken, since STRK is not a call option….
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RT @saylor: $MSTR's 19.7% BTC Yield delivered a BTC Gain of ₿88,062 — worth $10.3 billion YTD.
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It will do this without threatening fiat currencies or competing with them.
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Bitcoiners are causing confusion by misrepresenting BTC as a currency when it is capital/collateral. Unlike "electronic tulips," BTC is pristine collateral. Bitcoin is "digital real estate" and will grow to be as large as real estate as an asset class.
No. That's a decade old. Bitcoin turned out to NOT be a currency. It is an electronic tulip, perhaps; not a currency.
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RT @BitStrategy21: If you’ve started to feel uncomfortable about the Bitcoin Yield valuation methodology making ZERO sense, don’t fight the….
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As Saylor said, New York real estate holders have been owning it as property, leveraging it, and passing it down for 300 years. Why will it be different for Bitcoin?. BTC has been categorically rejected as currency. BTC has been categorically adopted as capital/collateral.
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“Real estate developers in New York City, they’re not buying the real estate because they want to live in it.” - @saylor . They buy it because the base layer of land can be leveraged into something multiples larger. Strategy’s growth is enabled, not capped, by a fixed supply of.
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For as long as Bitcoin is digital capital, not currency, Strategy can leverage its BTC. As Bitcoin adoption has matured, it has steadily settled into the capital/collateral side of a Capital-Currency Framework. The Capital-Currency Framework functions such that those who use the.
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RT @FocusofForever: I have seen future. I secured it. How?. Own Strategy. It will be worth more than all MAG 7 combined. The MAG 7 only….
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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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