BestisBitcoin

Be Best

[BestisBitcoin @BestisBitcoin]

@MikeCopples @parkeralewis Hilarious you are trying to shame someone who has BTC in self custody. Pretty weird you think I’m like an enemy or something 😆🤦‍♀️.

Again I hope this means we’ve hit a bottom!

[BestisBitcoin @BestisBitcoin]

@Pledditor @saylor @IIICapital @AdamBLiv @ColeMacro @PunterJeff You must have missed this…

[Jeff Walton @PunterJeff]

$100.01

Closed at Par

~$70M in volume

$SATA $ASST

[BestisBitcoin @BestisBitcoin]

I’m not asking for your respect. I don’t need it. Bitcoin doesn’t care about your feelings and neither do I. You are putting your money where your mouth is and so am I. And in both cases, it’s based on being bullish on Bitcoin.

Do what you think is best for your life. Life is short dude. 🟠✌️

[BestisBitcoin @BestisBitcoin]

Most people on this planet operate in fiat still. They have zero desire to self custody right now and are trying to make ends meet. That’s reality regardless of what your feelings are. I think it’s awesome if you’ve found a way to operate outside of the system, but that’s not where most people are.

There will be opportunities in the transition from fiat to bitcoin. They don’t have to be for you but others who have a bullish view on Bitcoin will take them.

I own bitcoin. I’m a Bitcoiner. I believe in freedom as a core principle. I operate in a Don’t Trust, Verify mentality. Bitcoin isn’t gated, you should try to remember that. If it’s going to be valuable all kinds of people, organizations and governments will want it.

I think we can bring more people to Bitcoin if there wasn’t this much silly infighting and fake debates.

Hoping this means that we are hitting a bottom here. Always a good amount of infighting when Bitcoin is down. It’s silly. Hodl on ✌️

[BestisBitcoin @BestisBitcoin]

Wasn’t making fun of him. I think it’s sad. He wants to ask questions and then when people provide him things, he doesn’t have time to read it / doesn’t have time to put on any work except rage on X. But if someone else has an opinion he wants you to do what he won’t do. He’s operating in bad faith - that’s the only thing that will age poorly here.

I’m a Bitcoiner and I wouldn’t call myself a “MSTR bro.” We can have disagreements and still be Bitcoiners. We probably agree on more than we disagree. I just think the world still operates on fiat currently and I think most people agree with that. I’m looking forward to when it’s Bitcoin but the reality is that is not the case right now.

🟠✌️

[BestisBitcoin @BestisBitcoin]

@MTanguma Someone else currently is though… $SATA has been hitting par every day since daily dividends started.

[BestisBitcoin @BestisBitcoin]

@parkeralewis Capital Group is the largest investor in MSTR. And it’s an active position, not passive. Not sure why he would take your call, but the main guy is Mark Casey.

They manage over 3T in assets. One of the most respected asset managers in the world.

[BestisBitcoin @BestisBitcoin]

@parkeralewis Maybe this would be helpful for you to watch, since you have been obsessing and have so many questions:

https://t.co/flnAaqpgKc

[True North @TNorth]

We're back.

New Episode Today: 3pm PST / 6pm EST

True North Episode 70: The Launch Pad

Agenda:
SpaceX & Broad Capital Markets
Macro
BTC Prague Takeaways
STRC & SATA Analysis & Credit Instruments
Fed Meeting

Have questions you want answered on the stream? Ask them here: https://t.co/jgRCAZXTke

[BestisBitcoin @BestisBitcoin]

@parkeralewis You can do whatever you want. I just want to outperform Bitcoin, which is why it’s my hurdle rate.

[BestisBitcoin @BestisBitcoin]

@parkeralewis Bitcoin is the hurdle rate.

[BestisBitcoin @BestisBitcoin]

@attorneysanders @parkeralewis This is a great response. Thank you for articulating it. I think almost everyone with wealth would agree with you.

[BestisBitcoin @BestisBitcoin]

@parkeralewis Bitcoin is the hurdle rate.

[BestisBitcoin @BestisBitcoin]

@ODELLXYZ @m1k__3 Haven’t seen any false marketing yet…

[BestisBitcoin @BestisBitcoin]

@yoalexrapz Not surprising, but gosh you think we could do better.

[BestisBitcoin @BestisBitcoin]

Not sure what you are trying to get to here. But if you listen to the podcasts it’s clear their long term KPI for ASST is to outperform Bitcoin. Only team I’ve seen who has stated this publicly (others just focus on high returns generally).

I think you think about risk and return very differently and you seem to be trying to force your framework on theirs, without taking the time to understand theirs at all.

[BestisBitcoin @BestisBitcoin]

Yesterday the CEO sent you a long respectful response and you said “too long didn’t read.”

Not sure why you’d expect an answer from them on everything right away? I’m surprised you got a response at all after how you handled the previous conversation!

If you want to be so obsessed with this, you should do your homework first. Watch the hurdle rate podcast. I try to listen every week and it’s been a great addition to my weekly line up. Maybe it won’t end up being your favorite, or maybe it’ll surprise you - but at least you can have a more informed conversation about this space.

[Matt Cole @ColeMacro]

The purpose of the @HurdleRatePod is viewing the world through the lens of a Bitcoin hurdle rate, so all 61 episodes are relevant and build off each other.

In addition, @Strive and @unchained did a collaborative research report building a framework for viewing investments through a bitcoin lens using a bitcoin-denominated discounted cash flow (DCF) model.

Joe was at Unchained when the report was written, but now both of the primary authors, @IIICapital and @CNicholson1988, work at Strive.

The report can be found here:
https://t.co/WcB7wH1p2y

[BestisBitcoin @BestisBitcoin]

@StrategyMaxi @Strive Pretty great they’ve hit it day 1 and day 2. Not really sure what your point is…