EvilTiger

[EvilTiger @EvilTigerAA]

@OhRyanMead the new york rangers

[EvilTiger @EvilTigerAA]

@mattreco2 @PunterJeff I I agree, BUT they haven’t demonstrated a willingness or a strategy to use the BTC as collateral to generate cash flow. STRK / STRF is all about acquiring BTC and has a negative cash flow impact. Until this is defined and communicated, it’s just speculation 🤦‍♂️

[EvilTiger @EvilTigerAA]

In traditional fiat, which is trending to zero, I’m bought in. That’s not the point. Apple is not valued based on a multiple of assets on the books; they are valued based on their revenue, earnings, and cash flow, and a multiple of that based on predicted growth in the future based on their products / services. Market to market of BTC in the quarter is not earnings or cash flow.

[EvilTiger @EvilTigerAA]

@PunterJeff Agree, it’s undervalued and difficult for the street to value given they are blazing a new trail. That said, I don’t think you can say it should be 9-10x or more to NAV. Maybe 3-4x tops IMHO

[EvilTiger @EvilTigerAA]

Let me clarify that I own MSTR and BTC. I believe their prices are undervalued and should have a multiple to their NAV. However, you’re comparing apples and oranges. The MAG has substantial annual cash flow from its operating business and significant upside potential compared to its market capitalization based on its products, such as AI and robotics. In contrast, MSTR will have no cash flow except from selling ATMs, and its growth is contingent on BTC’s price increase!

[EvilTiger @EvilTigerAA]

@Observant3121 He’s betting tighter compression in the mNAV

[EvilTiger @EvilTigerAA]

@Slickfever @GladiatorMSTR Given the market conditions, if BTC runs so will Gold. I think BTC will outperform but I don’t think it’s possible to pass gold in 4 years. Maybe 8-10 years

[EvilTiger @EvilTigerAA]

@GladiatorMSTR Assuming Gold has a 20% CAGR, that would mean that Gold’s market cap would be over $45T in four years. For BTC to exceed a $45T market cap in four years, BTC’s price would need to $2.3M per coin which would represent a 130% CAGR over the next four years. Not likely!!

[EvilTiger @EvilTigerAA]

@RomeoInvest Good luck to us all … just curious, is that considered a wash sale. I may do it just to realize some loss on my MSTR.

[EvilTiger @EvilTigerAA]

@DailyPalantir Should Palantir acquire Anduril? @DailyPalantir $PLTR

[EvilTiger @EvilTigerAA]

@arny_trezzi Don’t carry a balance

[EvilTiger @EvilTigerAA]

@rpaulsenphoto 👍

[EvilTiger @EvilTigerAA]

@arny_trezzi buy databricks and/or datarobot

[EvilTiger @EvilTigerAA]

@amitisinvesting DataBricks, SpaceX

[EvilTiger @EvilTigerAA]

@SpecialSitsNews @TheStockCast Wage the dog

[EvilTiger @EvilTigerAA]

@ChartingOptions Now do $MARA :)

[EvilTiger @EvilTigerAA]

@scorchingtakes1 @RyanRozbiani @alexcutler247 @DavidGayber @ChrisRandone Idk about that ... I’m just here to educate and learn 😁

[EvilTiger @EvilTigerAA]

@alexcutler247 Rich valuation of $24B @ $15/share ... at $45/ share the valuation is $73B

[EvilTiger @EvilTigerAA]

@RyanRozbiani Let’s go!