2025-02-12T16:40:37Z https://yabu.me dpark https://yabu.me/npub189xvm6rtgwz0cct3fedal9vdqcwzq6pjauf8jq038rwt9nvad8lq8pyrkg https://image.nostr.build/e242c4858c6bded93f521b239781909dc7cb02c1c0242792a068e23b865fe406.jpg https://image.nostr.build/e242c4858c6bded93f521b239781909dc7cb02c1c0242792a068e23b865fe406.jpg https://yabu.me/nevent1qqswlhxespa89g76vffdv5lqp7awtncvnynttpvjvpjtyyry0kcpxwqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lut8xg5q Bitcoin is both a convergent solution and a divergent problem <br/> <img src="https://blossom.primal.net/a1d38f0022c389f21000340fd0605ec1825d0caccfa7b430b4fd3e815fa42bae.jpg"> 2025-05-01T10:22:39Z https://yabu.me/nevent1qqsy9kyf2um0h2psp5qwntmpr7t2vml70tkpf86ht066jvncxu2wkaczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luvgpak3 Michael Saylor’s bitcoin waterfall analogy: <br/><br/>Bitcoin is a waterfall moving capital from a 500T “gallon” mountain lake. 🌦️🏔️<br/><br/>Water naturally flows from an unstable, high potential energy state to a lower, energy efficient state via gravity. ⛷️<br/><br/>The world’s assets are doing the same by moving towards digital capital. 🌍 <br/><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/nprofile1qqs2xs05tluhtr6hpgsmqqxp04898gayjlyrjlexcrndv8j6el784xqpzamhxue69uhhyetvv9ujucm4wfex2mn59en8j6gpzamhxue69uhkummnw3ezuendwsh8w6t69e3xj7swe984k" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">nprofile…984k</span>)</a></span> is engineering a dam &amp; turbine to capture the turbulent kinetic energy released from the waterfall (volatility) and using it to light up a city (create shareholder value at $MSTR). ⚡️<br/><br/><a href="https://youtu.be/u-NyIu1VGN0?si=fes1MY4XFQtkQH5Z">https://youtu.be/u-NyIu1VGN0?si=fes1MY4XFQtkQH5Z</a> 2025-03-25T02:05:58Z https://yabu.me/nevent1qqswyytt2c4qg886yrvpnhum3ta8vcvah69newy3f43qxur3yar5phczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu942l59 Michael Saylor can lower and raise the mNAV at $MSTR<br/> <img src="https://m.primal.net/PGPy.jpg"> 2025-02-22T03:50:10Z https://yabu.me/nevent1qqst0v9t5hh6u8ka9meq3220xxeu8rsyqhzq7a04knaphpxkhtxym0szyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luzdzvd2 The most intolerant wins: the dominance of the stubborn minority <br/>E.g. #bitcoin <br/><br/>Nassim Taleb<br/> <img src="https://m.primal.net/PEcB.png"> 2025-02-20T19:01:36Z https://yabu.me/nevent1qqs9xdnqklvvfc8nz2ur69t09t0lmjxzwte7jfxgaakdtr9s7w8s9tqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luva3zx5 Once Saylor figured out bitcoin he was worried he wouldn’t be able to buy enough I.e. scarcity <br/><br/><a href="https://x.com/thebtctherapist/status/1814708363810267627?s=46">https://x.com/thebtctherapist/status/1814708363810267627?s=46</a> 2024-11-13T13:14:42Z https://yabu.me/nevent1qqs2j7wyd39ptfrlfdy7lneqsycvfshcfqcpdpm6s2p07uzpx6v8keczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lupr0xfp In reply to <a href='/nevent1qqsqujdf6h7wjjz9qsc7wvuxcl52upuns204maplk2tksknm6z5qknq84zta6'>nevent1q…zta6</a><br/>_________________________<br/><br/>“We’re the only company that can actually create bonds backed by Bitcoin. That’s the big idea.” <br/>— <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> Saylor 2024-11-05T14:51:27Z https://yabu.me/nevent1qqsqujdf6h7wjjz9qsc7wvuxcl52upuns204maplk2tksknm6z5qknqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luhjc4yl #MSTR vs others<br/><br/><a href="https://bit.ly/48253HM">https://bit.ly/48253HM</a><br/> <img src="https://m.primal.net/LtXR.png"> 2024-11-05T14:13:51Z https://yabu.me/nevent1qqsd7pcezs7u3v7p4qvjx0nursjjdz5uxjkffqchgm82mr740cawwlqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lugjy65f In reply to <a href='/nevent1qqs9ft50d2tjakxvn79udayqys0g4lzkwz3ffnwzaj5lwrrw54j2acs829vqx'>nevent1q…9vqx</a><br/>_________________________<br/><br/>“If you own #MSTR, you’re my partner.”<br/>- <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> 2024-11-04T18:03:32Z https://yabu.me/nevent1qqs0wv6c6v0slscfsfrfkc56n4lm9l8fsyulsskt26xpff40xj738xqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luzlq07j In reply to <a href='/nevent1qqs9ft50d2tjakxvn79udayqys0g4lzkwz3ffnwzaj5lwrrw54j2acs829vqx'>nevent1q…9vqx</a><br/>_________________________<br/><br/>“#Bitcoin is the best use of proceeds maybe in the history of the capital markets.”<br/>- <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> on issuing $21B of equity 2024-11-04T18:00:05Z https://yabu.me/nevent1qqsz82k9vhnph89rg8n4wcwg3tsztn7x9flnaxd9wndlzczq34dklqszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lud3j79f In reply to <a href='/nevent1qqsxpftfcm0md3ce3wtasdtfl64gq7zhdlreg6vzufmw9f9v90ypq5gjvxtlq'>nevent1q…xtlq</a><br/>_________________________<br/><br/>That’s like 50k bitcoin annually or $3.6B annualized BTC gain. 30-50x multiple gets you get a $108B - $180B value then you tack on another $18B for the Bitcoin. <br/><br/>The operation is 6-10x NAV plus the reserves 2024-11-04T17:55:49Z https://yabu.me/nevent1qqsxpftfcm0md3ce3wtasdtfl64gq7zhdlreg6vzufmw9f9v90ypq5gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu5tn2ek In reply to <a href='/nevent1qqs9ft50d2tjakxvn79udayqys0g4lzkwz3ffnwzaj5lwrrw54j2acs829vqx'>nevent1q…9vqx</a><br/>_________________________<br/><br/>If we have a 5% BTC yield in the quarter, that’s the same as acquiring 12500 bitcoin for our shareholders without dilution 2024-11-04T17:43:00Z https://yabu.me/nevent1qqsvayece4l6uz3p2s6gpt7pqmh66dfmwgzkpwpq6cg75jga84sz66gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lud0j55p In reply to <a href='/nevent1qqs9ft50d2tjakxvn79udayqys0g4lzkwz3ffnwzaj5lwrrw54j2acs829vqx'>nevent1q…9vqx</a><br/>_________________________<br/><br/>If we were holding treasury bills at 0% a year it would trade at a 20x PE but we’re holding Bitcoin so that’s conservative (20 x 10% = 2x Premium) 2024-11-04T17:40:55Z https://yabu.me/nevent1qqs9ft50d2tjakxvn79udayqys0g4lzkwz3ffnwzaj5lwrrw54j2acszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luwlalaa If #bitcoin is growing at 30-50% CAGR then it’s not unreasonable for the stock to trade at 30-50x PE.<br/><br/>If $MSTR is accreting bitcoin at 6-10% CAGR then <br/><br/>30x10% is a 3x premium to NAV<br/>50x10% is a 5x premium to NAV <br/><br/><a href="https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf">https://www.youtube.com/live/TasvNr1gBGs?si=e_jd7BAvtVR9J6cf</a><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><blockquote class="border-l-05rem border-l-strongpink border-solid"><div class="-ml-4 bg-gradient-to-r from-gray-100 dark:from-zinc-800 to-transparent mr-0 mt-0 mb-4 pl-4 pr-2 py-2">quoting <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Article"><a itemprop="url" href="/note17jh2ufne9uh2e7zny8f4u3jy24x9gyv5h5z7uk842nk3yykf6ecqf89rym" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1">note17jh…9rym</a></span> </div> $MSTR = Bitcoin Treasury Company (BTC)<br/> <img src="https://m.primal.net/LnWs.jpg"> </blockquote> 2024-11-04T17:34:05Z https://yabu.me/nevent1qqsruch3g8q9jr59efk8veulns9yn9xuynyv53r3vaux02ywsgnhs7gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luxhzv5l “There’s a point of humility when you realize that maybe your brilliance was that someone else had a good idea, and to embrace the idea.”<br/>- <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/>“People who are gifted, smart, and high energy, it&#39;s not their natural inclination to be able to embrace and accept things that are done on your behalf rather than by your active work.”<br/>- Tom Gayner<br/><br/>“To be open to the idea of cloning, it requires you to be humble (release your ego)<br/><br/>You need to be willing to think ‘everyone is smarter than me, and so I should copy what works’”<br/>- Mohnish Pabrai 2024-11-03T15:41:09Z https://yabu.me/nevent1qqs9hg3z74qaszu9gjz0z2n2mlvh4nn3tr45l6c8u02ngjs3w85l8jgzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu0pj8w6 In reply to <a href='/nevent1qqs9f2qrussmh2p0j88tmhc8af4s690smu5zgval6gzfnw4lzkzf0kqpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgrw3wda'>nevent1q…3wda</a><br/>_________________________<br/><br/>Building trust and transparency with BTC principles <br/> <img src="https://m.primal.net/LnYB.jpg"> 2024-10-30T22:28:49Z https://yabu.me/nevent1qqs9f2qrussmh2p0j88tmhc8af4s690smu5zgval6gzfnw4lzkzf0kqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luxu97ln In reply to <a href='/nevent1qqs0ft4wyeuj7t4vlpfjr567gez92nz5zx2t6p0wtr64fmgjztyavuqpzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgftxzwc'>nevent1q…xzwc</a><br/>_________________________<br/><br/>Analogy to an oil company that refines a crude commodity <br/> <img src="https://m.primal.net/LnWz.jpg"> 2024-10-30T22:05:21Z https://yabu.me/nevent1qqs0ft4wyeuj7t4vlpfjr567gez92nz5zx2t6p0wtr64fmgjztyavuqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lue824at $MSTR = Bitcoin Treasury Company (BTC)<br/> <img src="https://m.primal.net/LnWs.jpg"> 2024-10-30T22:02:22Z https://yabu.me/nevent1qqs235eche5x0mjs4ccne97g7evclwq6szulpaj24xuxxndrg5f7f9gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lukcw3jk What an interview with <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/>Likens $MSTR to Standard Oil, taking in “crude oil” and allowing it to be “refined” for institutions to use via convertible bonds, options, fixed income etc <br/><br/><a href="https://www.youtube.com/watch?v=eThjo9wYoF0">https://www.youtube.com/watch?v=eThjo9wYoF0</a> 2024-10-18T16:38:02Z https://yabu.me/nevent1qqspzc94dgvm54l4gc6enneup32dtx3rvr3kgd375akyx06lhmn0d0czyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu5pp697 If $MSTR has $3.8B in debt with 226,500 #bitcoin<br/><br/>Bitcoin’s price could fall to $16,777 to pay back all their loans (if no one converted their debt into shares).<br/> <img src="https://m.primal.net/Kyir.png"> 2024-09-22T22:32:25Z https://yabu.me/nevent1qqsr5r7cgp39w0za28hjcunkqku38hgeftqpemdwpn5yg8qklr9qu2czyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luykwvkm $MSTR shows us the assumed increase in share count from the convertible debt.<br/><br/>Unlike debt, these won’t have to be paid back if #bitcoin continues to go up and the holders decide to convert. <br/> <img src="https://m.primal.net/KyiU.png"> 2024-09-22T22:16:28Z https://yabu.me/nevent1qqswpy0y9qmjrkgll4l94sutfz5yamr3595n7y6yazuxnxgeujwn5aczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu7qzhpa Considerable digital asset impairment losses due to the old FASB accounting standards. <br/><br/>$MSTR will be able to show its gains from holding #bitcoin after 12/15/24. <br/> <img src="https://m.primal.net/KyiO.png"> 2024-09-22T22:14:23Z https://yabu.me/nevent1qqswh8x2aktual6wefrdr7w2etl033q6aw3dk5rdhehpzd2n27ktkxgzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lusa7ru9 $MSTR making moves to become more resilient <br/> <img src="https://m.primal.net/KuQo.jpg"> <br/> <img src="https://m.primal.net/KuQt.jpg"> 2024-09-19T01:17:42Z https://yabu.me/nevent1qqs9nztsqk5t65nrdh29v6t4qzqd92q3uyaf8res3ya8tue07vsdclszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu5n4j3a What an interview by <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> on CNBC<br/><br/><a href="https://x.com/saylor/status/1833106549432094956?s=46">https://x.com/saylor/status/1833106549432094956?s=46</a> 2024-09-09T11:49:27Z https://yabu.me/nevent1qqs88v4khev6sv479q5mca4az2hwy7gp0xd4wsmc7gwyg7wyh7q3yvszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45ludwxy52 In reply to <a href='/nevent1qqsx6xlcu3yzzxf2r5q0nhm73klm2esp28wjmp6pz4795u842nlz02spramhxue69uhkummnw3ezuetfde6kuer6wasku7nfvuh8xurpvdjs6p6uut'>nevent1q…6uut</a><br/>_________________________<br/><br/>Think about your life before:<br/><br/>Science crashed into medicine<br/>Science impinged on astronomy <br/>Science blasted into navigation<br/><br/>Now science is colliding with economics…<br/><br/>Pretty big deal<br/><br/>-<span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>robinseyr</span> (<span class="italic">npub1d9u…yh73</span>)</a></span> <br/><br/><a href="https://youtu.be/A60jVnAIX40?si=7DdzLZvOOVbinnQo&amp;t=734">https://youtu.be/A60jVnAIX40?si=7DdzLZvOOVbinnQo&amp;t=734</a> 2024-08-17T11:45:24Z https://yabu.me/nevent1qqsx6xlcu3yzzxf2r5q0nhm73klm2esp28wjmp6pz4795u842nlz02szyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lupv9ye2 “Economics is pseudoscience before Satoshi… if you don’t have an instrument of proper money, you can’t posit a properly functioning economy…. #bitcoin is the singularity where science collides with economics.” <br/>- <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/><a href="https://www.youtube.com/watch?v=A60jVnAIX40&amp;t=376s">https://www.youtube.com/watch?v=A60jVnAIX40&amp;t=376s</a><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1d9ul75ee7ja8j2n93p0whs67dc8g625fhljk2k60329lnrnmkjvsfpyh73" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>robinseyr</span> (<span class="italic">npub1d9u…yh73</span>)</a></span> 2024-08-15T22:15:47Z https://yabu.me/nevent1qqsxhpreq8wrnc33ad6fwcxzgjqvlcthart06ywhc8lchdvrcnlc9uszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lug5dwqx In reply to <a href='/nevent1qqsyxezy3x4fqevkexu3q8w3zvygjf7xdvpnhn6h0y8azywgygpfuvqvwysqs'>nevent1q…ysqs</a><br/>_________________________<br/><br/>@saylor sees #bitcoin growing at 21-37% from here <br/> <img src="https://m.primal.net/JwWd.jpg"> 2024-08-11T22:29:43Z https://yabu.me/nevent1qqsr08jpsueqqax9j476ykyfzrmzukm0rpytq7l829lqexyytc6vp5gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luwk45zr Can anyone help me set up my primal wallet as a New Yorker?<br/><br/>If it matters I’ll be moving to New Jersey soon. <br/><br/>All I get are “Our apologies, we are not able to activate your Primal Wallet based on the information you provided.”<br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub12vkcxr0luzwp8e673v29eqjhrr7p9vqq8asav85swaepclllj09sylpugg" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>primal</span> (<span class="italic">npub12vk…pugg</span>)</a></span> 2024-08-11T13:50:18Z https://yabu.me/nevent1qqswtthz5dx637hnxx6fsskmwwe8c79rr25ecg4ded0zz905qf8jeqszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luzf792l How <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> keeps track of the BTC accretion at $mstr:<br/><br/>Look at the change (%) in BTC/Assumed diluted shares outstanding<br/> <img src="https://m.primal.net/JlVB.jpg"> 2024-08-01T21:47:48Z https://yabu.me/nevent1qqsp7k4daw0ncfvt6a7djcjmrdyjz8a9630hasj3ejkjj9e58gr7f7szyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luacea0j In reply to <a href='/nevent1qqszuzr3mwx2kdtj5p3shpr9n5dhq4a2k7lv0a7wxxy6ma87m29hr4czpdp8h'>nevent1q…dp8h</a><br/>_________________________<br/><br/><a href="https://youtu.be/bUfVLzNdOyc?si=z2teOjYVbZzKaxug&amp;t=1815">https://youtu.be/bUfVLzNdOyc?si=z2teOjYVbZzKaxug&amp;t=1815</a> 2024-04-27T03:32:10Z https://yabu.me/nevent1qqszuzr3mwx2kdtj5p3shpr9n5dhq4a2k7lv0a7wxxy6ma87m29hr4czyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lut6m4az #MSTR ‘s volatility is a feature not a bug. <br/><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> describes buying bitcoin as putting a “crypto oscillator” or “crypto engine” onto the balance sheet. <br/><br/>With such a large #bitcoin position, the crypto economy drives the volatility at #MSTR<br/>- this volatility is driving the equity <br/>- the equity is driving the options<br/>- the options are driving the arbitragers<br/>- the arbitragers are providing unsecured, almost interest free capital<br/>- the capital is then used to reinvest into #bitcoin for the benefit of shareholders 2024-04-27T03:31:31Z https://yabu.me/nevent1qqsy5cyjqv4h2ncmd5yqhahcsulsxjgw94gulsfyf8wm3pj6378cqpgzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45ludmv6ch In reply to <a href='/nevent1qqsvv0897vhstwggeyu9pl7mrnq0xc50p0cgx9s5xh4cmkevgtnl5jqg5qme6'>nevent1q…qme6</a><br/>_________________________<br/><br/>Unsure lol 2024-03-30T00:45:45Z https://yabu.me/nevent1qqs2ckqclfzggmejhzteuc20v36l8e6g39crku2yr4gnx605at4yl0czyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lus3qx5m This upcoming halving “will be the most consequential halving in the history of #Bitcoin in my opinion. It will create a squeeze.”<br/><br/>- <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/><a href="https://youtu.be/cifuTy4fBfg?si=KIa-dTxTcRsCc1ig&amp;t=4754">https://youtu.be/cifuTy4fBfg?si=KIa-dTxTcRsCc1ig&amp;t=4754</a> 2024-03-30T00:23:07Z https://yabu.me/nevent1qqsyssxywmsx58xtc0d0m5rks9m2cvpzr68c0yzd0g33fmfdp2hyg0czyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luqyhnzk In reply to <a href='/nevent1qqs82eq8lttjcf4mhjrdfakuy7alhqv2vg2nxps3zgfmvesh2pd7pmcr35gck'>nevent1q…5gck</a><br/>_________________________<br/><br/>Pumping it <img src="https://image.nostr.build/d6ebe9ba768090249f7c3c527470fb5d401c62dc28599710392c2b8a008d2c37.jpg"> 2024-03-27T05:05:37Z https://yabu.me/nevent1qqsraltx8etls7zyaa8k89pzfckmu5yr9v6z8dp0k3a55un9s5un5eszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luzzu75w In reply to <a href='/nevent1qqs82eq8lttjcf4mhjrdfakuy7alhqv2vg2nxps3zgfmvesh2pd7pmcr35gck'>nevent1q…5gck</a><br/>_________________________<br/><br/>“If I thought we were going through another [#Bitcoin] cycle, let’s say it goes to $400-$500k, where is it coming back down to?<br/><br/>I would say $90-$100k would be the low call it.” 2024-03-27T04:58:55Z https://yabu.me/nevent1qqs82eq8lttjcf4mhjrdfakuy7alhqv2vg2nxps3zgfmvesh2pd7pmczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luk2zduq <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>preston</span> (<span class="italic">npub1s5y…6q7z</span>)</a></span> ultra bullish on #Bitcoin and #mstr <br/><br/>“[MSTR] is going down in the history books as one of the most obscene transitions of a company that’s going to be a global dominant player in the future. <br/><br/>In 10 years everyone will know what microstrategy is just like Apple.” <br/><br/><a href="https://twitter.com/coletenold/status/1772811033263939754">https://twitter.com/coletenold/status/1772811033263939754</a> 2024-03-27T04:41:05Z https://yabu.me/nevent1qqszcgvpfadl5dcdw9uxek8he4e3fw5fu2uha2xng0ynz5ltcrxchqszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lukd5und In reply to <a href='/nevent1qqsr7whv9907ug2kvjd5mp5m8t5u3vmzxhg5ya5due342v0ua3kuaccg22j7a'>nevent1q…2j7a</a><br/>_________________________<br/><br/><a href="https://x.com/saylor/status/1772668700438491493?s=46&amp;t=ps6aTw4ibalKEFrDR9D5og">https://x.com/saylor/status/1772668700438491493?s=46&amp;t=ps6aTw4ibalKEFrDR9D5og</a> 2024-03-26T16:56:52Z https://yabu.me/nevent1qqsww7x4wgf0pqhryry6m35vex62f3x9paz5xn0syutq70294djysxczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lunppq6g In reply to <a href='/nevent1qqs8uaax33lpcgy8rekzxpetcxgdx6at8eus025kyv4a8hhu3q65efg576nru'>nevent1q…6nru</a><br/>_________________________<br/><br/>I.e. Metcalfe’s Law <img src="https://image.nostr.build/b66a807ca0f87e8fe573b17721bcd63e62b001d32f54543ddcab102abb1db664.jpg"> 2024-03-26T13:18:00Z https://yabu.me/nevent1qqs8uaax33lpcgy8rekzxpetcxgdx6at8eus025kyv4a8hhu3q65efgzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lukvnw9e Big tech is asset poor and cash flow rich vs bitcoin which is asset rich <br/><br/>It gets harder for companies to generate more cash flows as they gets larger vs bitcoin which becomes more compelling as its value increases bc its liquidity increases and the network of holders increases <br/><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/>#MSTR Q4 2023 2024-03-26T12:06:57Z https://yabu.me/nevent1qqswtpym0mp0t0fpz5fnjzx0w3ntaxxhz53ccwwactyg228m629ze6gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu34m6qe In reply to <a href='/nevent1qqs0ucv2cvgmlcw7k3pkqm9jskdfwszvwpv7yv0wwrsxkeyceu9y65sas7waw'>nevent1q…7waw</a><br/>_________________________<br/><br/>The #bitcoin ETF approval isn’t a step function, it’s more like slowly opening a valve. <br/>- Matt Hougan 2024-03-22T21:24:26Z https://yabu.me/nevent1qqs0ucv2cvgmlcw7k3pkqm9jskdfwszvwpv7yv0wwrsxkeyceu9y65szyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu9ectrx Bitcoin Investor Day NYC <img src="https://image.nostr.build/6401599678c8d49caa4da5b9b8d2397f335e14a99e40ab0970d72fca1af2b65f.jpg"> <img src="https://image.nostr.build/2b1d03e77f52c6661904d076adacb08683f224f3d641e468fa1c6d52ec6b70b6.jpg"> 2024-03-22T14:14:17Z https://yabu.me/nevent1qqsp7m8nds662rt845lyx5lf0kyr4chdwcptwxrx4x7q7ddut2gykzczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luz38crr In reply to <a href='/nevent1qqsxvqys0jrddf3p9hm5vsrumqjqt7pv9dyty2gh4a6t35jrf0cqfcqshxn8w'>nevent1q…xn8w</a><br/>_________________________<br/><br/>Michael Novogratz<br/><a href="https://youtu.be/uDklQ3seV18?si=D3s6hM-jmSNyp_1s&amp;t=367s">https://youtu.be/uDklQ3seV18?si=D3s6hM-jmSNyp_1s&amp;t=367s</a> 2024-03-21T18:02:42Z https://yabu.me/nevent1qqsxvqys0jrddf3p9hm5vsrumqjqt7pv9dyty2gh4a6t35jrf0cqfcqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu32e3uu 2 stories with #bitcoin that always happens:<br/><br/>1) it’s a macro asset<br/>2) it’s early in in the lifecycle<br/><br/>Right now this is all adoption (cycle). New buyers coming in and being told the big picture story. <br/><br/>It’s still a macro asset, and the Fed pivoting on interest rates will affect the price of bitcoin. 2024-03-21T18:01:32Z https://yabu.me/nevent1qqsv6cgwaeegzxvjfxunvg6rg2k56q9m353vqvc52lqtpvpnkfh4mrgzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luge7f7x In reply to <a href='/nevent1qqs8veke27wnsqujw49xmmuclvufcxjnmcm4hc3tkznqahayz7juxqqa9u6zw'>nevent1q…u6zw</a><br/>_________________________<br/><br/><a href="https://www.mstr-tracker.com">https://www.mstr-tracker.com</a> 2024-03-19T21:43:09Z https://yabu.me/nevent1qqs8veke27wnsqujw49xmmuclvufcxjnmcm4hc3tkznqahayz7juxqqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lus3aecg Live charts for #MSTR<br/><br/>BTC / sh<br/>NAV Premium <br/>MSTR / BTC 2024-03-19T21:42:30Z https://yabu.me/nevent1qqs2wacak8maufx2get32ysmes6w7l9gphq24gufefh5y9jy3h2nnfczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lufw7qep #MSTR share conversions to buy #Bitcoin at these prices haven’t been dilutive (slightly accretive).<br/><br/>I was confused at first bc it seemed they were producing much more shares than the number of bitcoin they were buying. <br/><br/>What I was missing was that they had a very large base of existing shares compared to their number of bitcoin. <br/><br/>Issuing shares when the price of MSTR is high and BTC is low has the largest accretive effect. <br/><br/>However, it doesn’t seem like <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> is more interested in increasing the total amount of BTC as he never really mentions BTC/ sh. <img src="https://image.nostr.build/85a5932f5a7f1b3769728d8bbef945838c405c40a4c093726ba8c843ce3e48cd.jpg"> 2024-03-19T13:02:15Z https://yabu.me/nevent1qqsyxezy3x4fqevkexu3q8w3zvygjf7xdvpnhn6h0y8azywgygpfuvqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lumxqt0t In reply to <a href='/nevent1qqswlnftfzgddlzywvvq8n3k76q9rlc9c6n5dn4awahtphhsa6tla3c9a3lrj'>nevent1q…3lrj</a><br/>_________________________<br/><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1hxwmegqcfgevu4vsfjex0v3wgdyz8jtlgx8ndkh46t0lphtmtsnsuf40pf" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>bitcoinpierre</span> (<span class="italic">npub1hxw…40pf</span>)</a></span> &amp; <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>preston</span> (<span class="italic">npub1s5y…6q7z</span>)</a></span> believe #bitcoin will have a CAGR of 30-50% going forward 2024-03-17T22:01:59Z https://yabu.me/nevent1qqswlnftfzgddlzywvvq8n3k76q9rlc9c6n5dn4awahtphhsa6tla3czyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luyfuyjg “If they&#39;re not raising interest rates then I do think that it creates tailwinds for #Bitcoin and we&#39;re easily going in the six figures this year.<br/><br/> If we zoom out and look 18 months after the having where are maybe we are touching a million dollars.<br/> <br/>There&#39;s not anything stopping us from getting there and there&#39;s lots of catalysts pushing us towards that that price point.”<br/><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1hxwmegqcfgevu4vsfjex0v3wgdyz8jtlgx8ndkh46t0lphtmtsnsuf40pf" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>bitcoinpierre</span> (<span class="italic">npub1hxw…40pf</span>)</a></span> <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>preston</span> (<span class="italic">npub1s5y…6q7z</span>)</a></span> <br/><br/><a href="https://youtu.be/-IPcQvkMJIc?si=Y6x3E0t55sYR6rJR">https://youtu.be/-IPcQvkMJIc?si=Y6x3E0t55sYR6rJR</a> 2024-03-17T22:00:56Z https://yabu.me/nevent1qqsrhete8svsp4407hdns06qg4ssglfdprl8x3mteldpvc00pjaefjczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luf0xmst In reply to <a href='/nevent1qqs0c7na0yvk3fq04hnvga9cs85x2yl2nugekt0ydzjvypd67sz6avsq5706h'>nevent1q…706h</a><br/>_________________________<br/><br/>Big tech is cash flow rich and asset poor. <br/><br/>- it gets harder to produce greater cash flows as the companies get larger<br/><br/>Bitcoin is asset rich.<br/><br/>- it becomes more compelling as its value increases <br/>- as it gets larger the liquidity and the network of holders increases 2024-03-17T21:50:16Z https://yabu.me/nevent1qqs0c7na0yvk3fq04hnvga9cs85x2yl2nugekt0ydzjvypd67sz6avszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lulw0skw Before taking on debt/equity #MSTR asks themselves: <br/>- Is this prudent?<br/>- Is this accretive?<br/>- Is this going to be good for our shareholders?<br/><br/>“We don’t want too much leverage, just the right amount without creating undue uncertainty.<br/><br/>We pride ourselves in being nimble and taking advantages as they present themselves <br/><br/>Sometimes it’s appropriate to go fast, go slow, or do nothing and wait for a better opportunity.”<br/><br/>- <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/>They never mention the “BTC/ Sh” metric. <br/><br/>Instead they make decisions “accretive to shareholders” 2024-03-17T21:47:59Z https://yabu.me/nevent1qqsryevxk9jeyvh7dc4pevgz7t6le8rxk8gx6f0v72xgtp09p846kwszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luxx4t6d In reply to <a href='/nevent1qqsr7whv9907ug2kvjd5mp5m8t5u3vmzxhg5ya5due342v0ua3kuaccg22j7a'>nevent1q…2j7a</a><br/>_________________________<br/><br/>With the approval of the #Bitcoin ETPs, the Bitcoin deniers are being discredited and the skeptics are being silenced. <br/><br/>If you don’t think it’s a legitimate asset there’s no way the sec would have approved an ETP for “tulip bulbs.” <br/><br/>It’s not going to be banned because it’s being viewed and accepted as an asset not a currency via Fidelity, BlackRock, etc. <br/><br/>All that remains are traders, investors, or maximalists. <br/><br/>Awareness and acceptance is spreading. 2024-03-17T21:44:46Z https://yabu.me/nevent1qqsg9c6nlf8nmgpecg8w79me3qfaz4gmx8x5phqhyf80jt4mwayqmfgzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lue0963f “The historical track record of old white men who don&#39;t understand technology crapping on new technology is I think at a 100%.&#34; #bitcoin<br/><br/>- Marc Andreessen<br/><br/><a href="https://youtu.be/iir5J6Z3Z1Q?si=hRQRd7U-ql7xHmob&amp;t=2565">https://youtu.be/iir5J6Z3Z1Q?si=hRQRd7U-ql7xHmob&amp;t=2565</a> 2024-03-17T17:01:40Z https://yabu.me/nevent1qqsr7whv9907ug2kvjd5mp5m8t5u3vmzxhg5ya5due342v0ua3kuacczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu8m5f5f The 5 stages of a bitcoiner <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/><a href="https://youtu.be/qXn5M31Y4yQ?si=P1ip6ZUGgqG4HcAE">https://youtu.be/qXn5M31Y4yQ?si=P1ip6ZUGgqG4HcAE</a> <img src="https://image.nostr.build/a7561e0352fe2d63987bbe89690c0170a2f9f9c619574b72ccb96b9779addf6c.jpg"> 2024-03-15T16:33:45Z https://yabu.me/nevent1qqs2em3d3w4t6mef3fmj5n3cu8ld32wf9tt42ufrazm7p2agny9twdczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lucnw2za #MSTR a company that’s able to reinvest their capital at high rates of return via #bitcoin <br/><br/>#100baggers 2024-03-12T06:37:39Z https://yabu.me/nevent1qqs2kyyvnp7cvuyafw7w9csj5t4gz4sdz2jhml6lrf8cwsv9zvut5zqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu7fuj3d In reply to <a href='/nevent1qqsyaxrgz36pjlglqzzyvrsk4v0jdltfa8n3738cssc37n96wkktwrgzza9s8'>nevent1q…a9s8</a><br/>_________________________<br/><br/>“#bitcoin has no cash flows<br/><br/>The critics think it’s a defect…it’s a feature <br/><br/>With no cash flows, quarterly results, no product cycles, this is the longest lived asset in the financial ecosystem with the least uncertainty. <br/><br/>We’re buying it to hold it for 100 years.” 2024-03-12T04:25:13Z https://yabu.me/nevent1qqstqz9ggc4tzlhyrd0unezx0djkh0ctfhlke0f38swj0uvz7evhwaszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu04ctud “With Bitcoin it’s been the case that people basically make up their mind first, and then look for the confirming evidence. <br/><br/>With Warren and Charlie it’s easy, it’s not a productive asset.<br/><br/>That’s all they need to know, and therefore they don’t like it.”<br/><br/>Bill Miller III<br/><br/><a href="https://youtu.be/BN2XgTfollM?si=IKQJonnf1mMU8Qi-&amp;t=5491">https://youtu.be/BN2XgTfollM?si=IKQJonnf1mMU8Qi-&amp;t=5491</a> 2024-03-12T04:19:08Z https://yabu.me/nevent1qqsyaxrgz36pjlglqzzyvrsk4v0jdltfa8n3738cssc37n96wkktwrgzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lueacst3 “#bitcoin isn’t digital currency, it’s digital property <br/><br/>Once you make that big leap, the compelling use case is capital preservation for everyone in the world. <br/><br/>Medium of exchange is only worth $1T<br/>Store of value is worth $100T<br/><br/>No ones trying to buy a cup of coffee with fraction of their building <br/><br/>Medium of exchange is a distraction”<br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/><a href="https://x.com/saylor/status/1767178599390458285?s=46&amp;t=ps6aTw4ibalKEFrDR9D5og">https://x.com/saylor/status/1767178599390458285?s=46&amp;t=ps6aTw4ibalKEFrDR9D5og</a> 2024-03-12T03:05:40Z https://yabu.me/nevent1qqsrjcrj66gs7dfv935fl60l9d4gkxtmf7snp048s5kf3zs9qyy6xuqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lur7uq8v Samantha Mclemor’s path from skeptic to believer of #bitcoin as digital gold starting in 2020 via Bill Miller III<br/><br/><a href="https://www.youtube.com/watch?v=4RZ2nPQae44&amp;t=2012s">https://www.youtube.com/watch?v=4RZ2nPQae44&amp;t=2012s</a> 2024-03-11T21:43:54Z https://yabu.me/nevent1qqsxks8g938t8caz508fat5jfwlncat02h4j0mvgesfh5amxkz7pe5czyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luxd2k59 Each cycle brings in another cohort #bitcoin <img src="https://image.nostr.build/c336845505bc978a251efeb1aba4f858615487015dfccb4ca4dd510f2b6e4c41.jpg"> 2024-03-10T21:19:37Z https://yabu.me/nevent1qqs2t94x53r6pxy73z7dpvyemf7hlk44mvvq9fg8ecn7pl7gqh84ltszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu3kvdlr In reply to <a href='/nevent1qqs87k6zulwhumw32rqjv3uj50jtk4wmsz5ca5448jtg6y86kl38n3g4se9df'>nevent1q…e9df</a><br/>_________________________<br/><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15n94rarp3n7dz6edx9cugeshn0kcuxtugwu9nzprkpx7yekw7ygqplqru4" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>Clark Moody</span> (<span class="italic">npub15n9…qru4</span>)</a></span> <br/><br/><a href="https://dashboard.clarkmoody.com/">https://dashboard.clarkmoody.com/</a> <img src="https://image.nostr.build/a6a3f12dec4dc459245bd0e3d38997496e0da05b54ba85f72eebc798d84297bc.jpg"> 2024-03-09T12:29:17Z https://yabu.me/nevent1qqsqlmm04ucazkf4k2zam4j70jwtg5yw66m3jzggzt425jy358yw34qzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu564wne The beginning of the gold rush #bitcoin<br/>Seen at LaGuardia Airport <img src="https://image.nostr.build/344b16df679fc461409d77862c865c033a04969115a6e64772cb9b11f5a45317.jpg"> 2024-03-09T12:00:04Z https://yabu.me/nevent1qqs87k6zulwhumw32rqjv3uj50jtk4wmsz5ca5448jtg6y86kl38n3gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lutw2s70 “I think we’re in the #Bitcoin gold rush era. <br/><br/>It started in January of 2024 (w Bitcoin ETFs) and it will run until about November 2034.<br/><br/>In November 2034, 99% of all Bitcoin will have been mined. <br/><br/>The last 1% will comes out over the next 100 years.”<br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub15dqlghlewk84wz3pkqqvzl2w2w36f97g89ljds8x6c094nlu02vqjllm5m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>saylor</span> (<span class="italic">npub15dq…lm5m</span>)</a></span> <br/><br/><a href="https://www.youtube.com/live/SKAHlCpwsLc?si=psuXebi61vVIid4P&amp;t=29748">https://www.youtube.com/live/SKAHlCpwsLc?si=psuXebi61vVIid4P&amp;t=29748</a> 2024-03-09T03:44:13Z https://yabu.me/nevent1qqsphrh3hrwe6t7mjm2m9ztw746f02w27h0cmgs5gzh5lka8jlv84fczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lut0ergu In reply to <a href='/nevent1qqsw6k5z97ven3480mf8ld8t9cxe2mnmcg4rtz9qr5qkruatpz83wdg7daqds'>nevent1q…aqds</a><br/>_________________________<br/><br/>I realize <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>preston</span> (<span class="italic">npub1s5y…6q7z</span>)</a></span> meant increasing the market value of MSTR’s BTC vs marketcap of MSTR (per share)<br/><br/>Which can be done by buying more bitcoin before the halving when the stock price is high. 2024-03-09T01:38:18Z https://yabu.me/nevent1qqswqhuzcwskn5seq26e2z7xkdsh3lmvvszxxa0kdfkw9afgu5vlcnczyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lued2hnz In reply to <a href='/nevent1qqsw6k5z97ven3480mf8ld8t9cxe2mnmcg4rtz9qr5qkruatpz83wdg7daqds'>nevent1q…aqds</a><br/>_________________________<br/><br/>Ah thank you. <br/>How do you keep up with MSTR’s BTC/sh?<br/><br/>I know saylortracker.com shows his purchases. 2024-03-08T14:59:46Z https://yabu.me/nevent1qqsyyhnwv6c9urawjcd4y05z2tfm0jszheya9xwmkd33teksfpha9lszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luwdfc2m In reply to <a href='/nevent1qqs9pl5mgumc8phc85jnxnh6kmu3ghlh5lx8cc8kgl90zf02gqt9lfqcw739k'>nevent1q…739k</a><br/>_________________________<br/><br/>It seems like the BTC per share would go up only if MSTR is able to buy more bitcoin (at $65k) with the money raised ($700m) than the number of notes that are converted into shares (at $1.5k).<br/><br/>However, $700M/ $.065M &lt; $700M / $.0015<br/><br/>Am I getting this wrong? <br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>preston</span> (<span class="italic">npub1s5y…6q7z</span>)</a></span> 2024-03-07T23:33:40Z https://yabu.me/nevent1qqs9pl5mgumc8phc85jnxnh6kmu3ghlh5lx8cc8kgl90zf02gqt9lfqzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lukvz9qz In reply to <a href='/nevent1qqspa98k8r7y6puspxyesmn2mw2a7m07gj4cygqxc3szgvmz27yweygyc6g2v'>nevent1q…6g2v</a><br/>_________________________<br/><br/><span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>preston</span> (<span class="italic">npub1s5y…6q7z</span>)</a></span> 2024-03-07T23:10:41Z https://yabu.me/nevent1qqspa98k8r7y6puspxyesmn2mw2a7m07gj4cygqxc3szgvmz27yweygzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu8k35wa Buy back shares when your stock is undervalued (Buffett)<br/>- reduces share count at favorable prices <br/><br/>Issue new shares and buy Bitcoin when your stock is overvalued (Saylor)<br/>- raises more money per share at favorable prices <br/><br/>Am I getting this right? @preston <br/>#MSTR<br/><br/><a href="https://youtu.be/L0kuVPw8qM0?si=_gmayfvsdGAW_op3">https://youtu.be/L0kuVPw8qM0?si=_gmayfvsdGAW_op3</a> 2024-03-07T23:07:28Z https://yabu.me/nevent1qqs2er8jajcqf5mpmffhuwyn2r67zlaaw54erjl62s4vsk7qvu06q7gzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45luhz5yhc In reply to <a href='/nevent1qqsqpps5mnys6ryst744wr4y0qfkueqyjld5la5jm4fnp9uc6ecc68qvqc6rc'>nevent1q…c6rc</a><br/>_________________________<br/><br/>As a #mstr shareholder, are you be looking at the amount of bitcoin / sh?<br/><br/>Or are you just looking at the increasing amount of bitcoins vs fiat debt?<br/><br/>Slightly confused on how this shakes out (lots of notes converted means less bitcoin / sh) 2024-03-07T01:25:08Z https://yabu.me/nevent1qqs980h6ueaf60haue2wfamfelz986zzrlhyl7sw2nxu9tfw63j3xggzyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lummja24 In reply to <a href='/nevent1qqsxrprxnq8pnu9lg87wqfpexmcnax2jqjkduf6mrcj69drm3xyz60sez87pc'>nevent1q…87pc</a><br/>_________________________<br/><br/>I was able to use LightningTipBot on #Telegram to provide me a LN URL for my profile 2024-03-04T23:47:38Z https://yabu.me/nevent1qqsxrprxnq8pnu9lg87wqfpexmcnax2jqjkduf6mrcj69drm3xyz60szyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lu7ux3xw In reply to <a href='/nevent1qqsrygmm9exjf7fupnqd7y2glagzjvlfzcdduwau8vsj7e4peyr79qsdd2c4u'>nevent1q…2c4u</a><br/>_________________________<br/><br/>Setting up my profile but got stuck<br/><br/>Do I need to find an iOS app that provides me a lightning address/ LNURL in New York? <br/><br/>Connected @Mutiny Wallet to @damus which I think allows me to zap others but still don’t have my own LNURL 2024-03-04T14:22:51Z https://yabu.me/nevent1qqsfcy2t8826ggsgm7690wvn7myedj0xs26mlqnggjlcus5zp9jmthszyqu5en0gddpcflrpw989hhu435rpcgrgxth3y7gp7yudevkdn45lugthnqp Here after watching <span itemprop="mentions" itemscope itemtype="https://schema.org/Person"><a itemprop="url" href="/npub1sg6plzptd64u62a878hep2kev88swjh3tw00gjsfl8f237lmu63q0uf63m" class="bg-lavender dark:prose:text-neutral-50 dark:text-neutral-50 dark:bg-garnet px-1"><span>jack</span> (<span class="italic">npub1sg6…f63m</span>)</a></span> on stage on Bitcoin Atlantis<br/><br/>#introductions 2024-03-03T16:32:39Z