漂流Trip🌈⃤

全链玩家🚪All day all night all chain 哦豁🚪

[漂流Trip🌈⃤ @Bulltrip25]

感觉有一个很错误的倾向就是要表现出自己很懂，并且为了维护自己很懂的设定，损失了一部分赚钱机会。实际上很多时候没必要那么懂，或者承认自己没那么懂，懂和赚到钱是两码事，小到一个土狗大到宏观经济都一样。

[漂流Trip🌈⃤ @Bulltrip25]

@lukfan @hhl93333719 现在解决了吗

[漂流Trip🌈⃤ @Bulltrip25]

@greenytrades FRAMEWORK

[漂流Trip🌈⃤ @Bulltrip25]

@ginpieck 无敌

[漂流Trip🌈⃤ @Bulltrip25]

@sats30000u 打字全是感叹号是__低下的一种表现

[漂流Trip🌈⃤ @Bulltrip25]

@marketwizard nice

[漂流Trip🌈⃤ @Bulltrip25]

@crows_btc 大众焦虑，那是来源于对就业的替代，不是单个工具带来的😅

[漂流Trip🌈⃤ @Bulltrip25]

@yuren477 老师真强

[漂流Trip🌈⃤ @Bulltrip25]

@hazenlee 假的，这些公司最喜欢买通稿“海外爆火”，实际都是查无此剧状态，离赚钱更是差出十万八千里

[漂流Trip🌈⃤ @Bulltrip25]

@TinyPity1 有道理的，我现在也在想搭一个全自动总结+回测的工作流，还在探索怎么降成本😃

[漂流Trip🌈⃤ @Bulltrip25]

@TinyPity1 这个耗token厉害吗？我建议是把靠谱的交易员或者kol放到一个列表里，让它定期查看并且总结推送，经济性更好些信息质量也更高些

[漂流Trip🌈⃤ @Bulltrip25]

@CryptoApprenti1 @qxh141913 有限无限的关键难道不是总量会不会一直增长吗？2100万枚BTC在这里，不用担心增发导致供应冲击影响价格，这和可不可以分割有什么关系...

[漂流Trip🌈⃤ @Bulltrip25]

@lazyvillager1 @1000xPod @threadreaderapp unroll

[漂流Trip🌈⃤ @Bulltrip25]

@metadev5 @USDC @circle sky is the limit $usdc

[漂流Trip🌈⃤ @Bulltrip25]

@metadev5 @bcgame coool

[satsdats @satsdats]

Not the first time I have seen this question so will try and answer it as in-depth as I can.

If BTC was to enter a multi year bear market it would compress the mNAV into a major discount, and $MSTR would probably no longer trade as a levered BTC asset.

It wouldn't directly force them to sell any $BTC, as their holdings are not pledged as collateral and there is no price focused margin calls.

I think people also forget the Strategy business is also a SaaS company what generate $500M~ or so in revenue, and has done so since 2015 so that cash flow won't just disappear when BTC price goes down.

They have long term debt of around $8.2B @ an average rate of 0.42%, so around $34M in outgoings per year on the debt, what I am sure the revenue from the SaaS business can cover if we did have a long term bear market.

Like worst case scenario if all else fails and their SaaS business goes down the pan, they could lend apart of their BTC stack out to cover the $35M in interest, then the only risk is the exchange who they are lending too doing an FTX.

But like we are getting to a point where literally everything has to go wrong here in crypto.

[漂流Trip🌈⃤ @Bulltrip25]

@nbblock 知乎从爆火之后每天都在变烂，13年用到17-18年左右就感觉到质量在走下坡路，后来20年还是21年上市之后就更垃圾了

[漂流Trip🌈⃤ @Bulltrip25]

@0xNoNo_1 家里死绝了的人是这样的

[漂流Trip🌈⃤ @Bulltrip25]

@luyaoyuan 额度会放大吗😭

[漂流Trip🌈⃤ @Bulltrip25]

@0x7a68 在理

[漂流Trip🌈⃤ @Bulltrip25]

@x256xx @megaeth crime happens to everything on polymarket