Kasjan on Nostr: Saylor just posted something cryptic. "What if we start adding green dots?" Most ...
Saylor just posted something cryptic.
"What if we start adding green dots?"
Most people think it means MSTR share buybacks.
I think they're wrong. ❌
🟢 Green dots = BTC buys funded through a BTC-backed bank line.
Overcollateralized. SOFR + ~1%.
Same dots, new source of capital.
🔶 Why does this matter?
If banks accept Bitcoin as collateral, borrowing against it becomes far cheaper. For everyone.
This is a massive long-term validation.
And Strategy wants us to notice.
🔶 Why am I confident?
In January 2025, while everyone was focused on the Bitcoin Strategic Reserve (which never happened), I was focused on something else: SAB121 repeal.
I predicted those accounting rules would change.
They did—shortly after.
That change made BTC-backed bank lines possible. 🔓
Now, close to one year later, it's about time to see this implemented.
The mainstream says: share buybacks.
I say: Bitcoin-backed credit lines from major banks.
We'll see who's right.
👉 Follow for more contrarian takes and nuanced analysis on Bitcoin, saving, and investing.
#Bitcoin #MSTR #Saylor
Published at
2025-12-01 08:02:13 UTCEvent JSON
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"content": "Saylor just posted something cryptic.\n\"What if we start adding green dots?\"\nMost people think it means MSTR share buybacks.\n\nI think they're wrong. ❌ \n\n🟢 Green dots = BTC buys funded through a BTC-backed bank line.\nOvercollateralized. SOFR + ~1%.\nSame dots, new source of capital.\n\n🔶 Why does this matter?\nIf banks accept Bitcoin as collateral, borrowing against it becomes far cheaper. For everyone.\nThis is a massive long-term validation.\nAnd Strategy wants us to notice.\n\n🔶 Why am I confident?\nIn January 2025, while everyone was focused on the Bitcoin Strategic Reserve (which never happened), I was focused on something else: SAB121 repeal.\n\nI predicted those accounting rules would change.\nThey did—shortly after.\n\nThat change made BTC-backed bank lines possible. 🔓 \nNow, close to one year later, it's about time to see this implemented.\n\nThe mainstream says: share buybacks.\nI say: Bitcoin-backed credit lines from major banks.\n\nWe'll see who's right.\n\n👉 Follow for more contrarian takes and nuanced analysis on Bitcoin, saving, and investing.\n\n#Bitcoin #MSTR #Saylor\n\n https://blossom.primal.net/865e56af381d639aeb47be28c77bf2b5dc91223773ed355e7cffb746661c3fed.png ",
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