@TimKotzman@PunterJeff Frustrating listen at times but great work Jeff & the key point surely that Coffee doesn't think btc can outrun the prefs dividend rate.
I developed https://t.co/YGZyxSOcPM so people can form their own view based on btc price / period / strc rate - be interested in your thoughts
Kudos to @coffeebreak_YT and @PunterJeff for locking horns & debating the preference share model.
A frustrating listen at times but the fundamental disagreement is on long term bitcoin price.
For MSTR, BTC outrunning the prefs is THE game. See https://t.co/YGZyxSOcPM to model.
@CrisReed Where they pretty much got to was that Jeff W is confident Bitcoin can outrun the dividend obligations on the prefs; Coffee disagrees.
I developed https://t.co/YGZyxSOcPM so people can form their own view based on btc price / period / strc rate - be interested in your thoughts.
Introducing https://t.co/bpXiQ3WQzB - a Strategy Preference Share tracker & modelling tool. What would it take to break the preference share model?
Intro at https://t.co/PeipISqc45
#mstr#bitcoin#strc