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Jeremy wolfsteller
@CryptoScout78
U.S. Army 19D Cavalry Scout Combat Retired Veteran. Recipient, Purple Heart. Strategic Bitcoin & Crypto Wealth Investing for a Better Future.
Minneapolis, MN
Joined March 2022
242 Following
1.1K Followers
25.2K Posts
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@thepowerfulHRV After seeing how much USD can be acheived in a week using STRC, they understood the assignment that they dont need to sit on cash losing purchasing power to pay dividends and it could be better used now to payoff debt.
This is just the kind of response that will tank $MSTR under $100.
Bookmark this.
The “Strategy is overleveraged” argument only works if Bitcoin falls dramatically and stays there for a long time.
A crash alone is not enough.
Most of the capital stack is not short-term margin debt. There is no simple liquidation price where Saylor gets blown out on a bad candle.
The real risk is duration.
If BTC enters a prolonged bear market, MSTR loses its premium, capital markets close, and the preferred/dividend burden becomes more expensive relative to the asset base, then the structure gets stressed.
That is a very different argument than “Saylor is recklessly leveraged.”
Strategy is built to survive volatility.
The bear case is that Bitcoin stays impaired long enough for the structure to matter.
If you think Bitcoin is going to zero, don’t buy MSTR. If you think Bitcoin is going much higher over time, the leverage argument is probably the least interesting part of the story.
@bariksis Only a $1T valuation since $75B is being raised. Not that many issuance …
@bariksis Only a $1T valuation since $75B is being raised. Not that many issuance …
@TiffanyFong Find a job
Explained the 32 sold
@scottmelker He is technically accurate. But he moved the goal Post- and investors don’t like that. They need consistency.
@thepowerfulHRV Did Kreuger say BPS is a bad metric? My point exactly.
peter schiff vs. michael saylor, last 12 months
@piovincenzo_ Man you must have been a Marine😂
TODAY: 📉 ~$1.1T WIPED OUT FROM US STOCK MARKET
@bariksis The only downfall is a prolonged bear for the crypto industry due to institutionsl adoption and regulations. Just need to be in the red longer possibly. Maybe a couple years.
@TiffanyFong Clarkson Farm
BTC and MSTR can NOT start its bull until the stock markets crash at least 25%
JUST IN: 🇺🇸 Warren Buffett Indicator hits highest level ever, signaling the stock market is "significantly overvalued."
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