Lionel Messi na carreira:
👕 1157 jogos
🔥 1328 participações em gols
⚽️ 914 gols
🅰️ 414 assistências
🏆 48 títulos
🏆 8 Bolas de Ouro
🏆 8 Melhor do Mundo da FIFA
🏆 6 Chuteiras de Ouro
⚽️ 35 gols em finais
🔥 71 gols de falta
🎩 62 hat-tricks
✔️ Maior artilheiro da história das Copas do Mundo
✔️ Maior vencedor da história do futebol
✔️ Jogador com mais Bolas de Ouro
✔️ Jogador com mais participações em gols na história
✔️ Jogador com mais Chuteiras de Ouro
✔️ Jogador com mais gols em finais na história
✔️ Melhor jogador da história do futebol. 🐐
Ok now the signs are beginning to get much clearer.
On sheer weight of probability, the $Upeg team has to be made up of some / all of the Uniswap team.
Use critical thinking for a moment...
- why would the Unipeg team choose the Uniswap colours?
- why would they choose the Unicorn of all the creatures they could choose from, to be their mascot?
- why are they retweeting the recent Standard Chartered article about the massive potential of Uniswap? (This is the next era of Defi they're talking about btw)
now think about $Upeg's product...
- fair launched
- super polished, 'allow-listed' on Uniswap, websites and contract just work, all from DAY ONE. A LOT of effort has gone into getting all of this right before launch.
- the NFTs - they're basic right? only to those who think that the NFTs are the end game. They're not. As @ztrader369 proposed very early on, they are a very unique and smart marketing feature on a groundbreaking product that makes gives them an unmistakable identify in the next era of defi markets
Teams that are capable of all of this don't just randomly launch a product like this. All of it is very deliberate. All of it has a purpose, but not all of this has been revealed yet.
None of this is a coincidence.
My take is that your Unicorns are going to be so much more valuable in the near future, and will be one of the key stories of the emergence of defi 3.0.
There will be a morning in the next 12-18 months where you will wake up to Unipeg at $1bn mcap.
MSTR to $3,800 per share.
Assumptions:
$1B/month preferred issuance only
11.5% preferred cost
30% BTC CAGR
1.32x CEBE mNAV, no expansion EVER
common stock sold to pay dividends
zero common stock sold to buy Bitcoin (LOL)
Start:
843,738 BTC
573,757 common equity BTC
163,144 CEBE sats/share
$158.97 implied price
Year 10:
1,424,686 BTC
1,287,186 common equity BTC
285,605 CEBE sats/share
$3,836.60 implied price
That is 24.1x in the model.
The insane part?
Preferred balance goes from $15.5B to $135.5B, yet senior claims fall from 270K BTC to 137.5K BTC.
Why?
Because fixed fiat claims get vaporized when measured against a compounding Bitcoin treasury.
This is Ownership Acceleration.
CEBE sats/share rise 75%.
Common equity BTC rises by 713K BTC.
Bears see “debt” and “dilution.”
The model sees fiat claims being dragged behind the Bitcoin monster truck at 3 AM while Saylor is doing laps around the sovereign bond market.
Even the bearish assumptions make me a very rich man.
CEBE is the scoreboard.
Bullish Strategy.