@qazzaq_eth@EthanKasner_ $ASST already hit 2.4x mnav in the last month.
3-5x is not a stretch when BTC is back over 100k and SATA is buying even more BTC
@ZynxBTC But the dividends accrued on the weekend are paid out to the record holder on Friday.
So one of the business days will be now be paying a larger dividend than the others, which may encourage trading around that record day.
Nonetheless, a much needed upgrade to $STRC
@RobinSeyr@jodywhunt A higher cost of capital is what attracts buyers to SATA
A lower bitcoin stack is what makes ASST grow BTC yield faster
A Faster BTC yield increases mnav
An increased mnav leads to accretive common issuance, which buys more BTC
You’re slow.
@chasepalmieri@RPritikin9459@Strive Interesting perspective.
Will be curious to see nonetheless how the market will view MSTRs stack as a moat in the future decades to come.
I do agree eventually that will be an interesting story for them.
@chasepalmieri@RPritikin9459@Strive I think it’s pretty silly to say the company you wanna own forever is the better buy when you think for the next decade it will get outperformed by a competitor.
Logically consistent, odd take.
@chasepalmieri@RPritikin9459@Strive For the size of the company sure.
For a retail investor trying to make $, the smaller BTC hoard leads to substantially faster growth.
$ASST will outperform $MSTR in the short and medium term.
I don’t know why this is so complicated for Saylor glazers like you to understand.
@chasepalmieri@RPritikin9459@Strive For the size of the company sure.
For a retail investor trying to make $, the smaller BTC hoard leads to substantially faster growth.
$ASST will outperform $MSTR in the short and medium term.
I don’t know why this is so complicated for Saylor glazers like you to understand.