If I had to build a startup from scratch in 2025 with no code and $0 in the bank, here’s exactly what I’d do:
🧵 A thread for founders, builders, and anyone tired of overthinking their MVP:
Only one scenario saves bitcoin:native and $MSTR in the short-term.
Saylor has to come out and say (via Monday's 8K, or next Monday's 8K):
"I sold $4 bn of MSTR and BTC... we now have 2.5 years before we have to raise money again... dividends are covered for 2+ years, debt doesn't mature til sept 2028 (puttable in 2027) and that's easy to refinance via more converts".
If he does that, the market rips, and might even rip 20-30%. It once again makes MSTR uninteresting for years, but that's a good thing. STRC probably goes back close to $100, but he won't be able to sell more. And while capital markets might be closed to MSTR for awhile, it at least buys a ton of time, and in that time who knows what other catalysts might pop up.
He should have done this last week instead of that misguided $2.5mm teaser sale.
If he doesn't, and he continues to just wait it out (only has 5 months), or he sells tiny amounts as he goes (just enough to pay each monthly dividend), this selling won't stop
They should call the UVIX 0.5x long VIX instead of 2x.
VIX went up by 40% and UVIX only did 14%z
If you know an ETF that follows the VIX a lot closer comment below.