Mr Falco Tradeoffs

[Mr Falco Tradeoffs @Falco_Tradeoffs]

Wrong, $mstr went up 28% this week

The upward ratchet ended, they stated they wont go above 12%

You are proving you dont understand fixed obligation, as their cap expands bc bitcoin value shoots up, that 3.6% shrinks rapidly

Buying $strc pauses your upside, btc has infinite up

[Aaron Rentfrew 🏔🏜🌋🏕 @AaronRentfrew]

"Fixed tiny fiat obligations" — they're $1,7B/yr, 40x the convert era, perpetual, with an up-only rate ratchet. That's 3.6% of market cap in carry, annually, forever. And amplification is leverage × premium: the premium went 3.4x → 1.0x and destroyed more than the leverage ever added. The experiment already ran: BTC -47% over 1yr, MSTR -64%. This week BTC +7%, MSTR +7.5%, premium compressed. Down-capture 1.5x, up-capture 1.0x. The math isn't the debate. The math is the indictment.

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@JoeCarlasare @taodejing2 The real amazing event will be if it can ever come up with unique comedic timing

If that day comes, we will all be listening to it

[Mr Falco Tradeoffs @Falco_Tradeoffs]

And yet you think $mstr (who will have 10% of it by then) is doomed or will underperform it

[Pius the Banker @PiusSprenger]

Power law implies Bitcoin will be larger than gold in ~15 years (I assume 9% CAGR for gold).

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@PiusSprenger And yet you think $mstr (who will have 10% of it by then) is doomed or will underperform it

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@joelsstafford @dotkrueger Aka, it ain't happening

[Mr Falco Tradeoffs @Falco_Tradeoffs]

"We couldnt care less what the think"

...Proceeds to breathlessly quote them and talk about them

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@mattkratter "We couldnt care less what the think"

...Proceeds to breathlessly quote them and talk about them

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@dotkrueger @joelsstafford It has to hold beyond 10% of gold first

Before that, it needs to get back to 10% of gold

In order to do that it needs to double relative to gold

😑

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@graveskies Bro chill, he is wrong

He doesnt have the power to make the miners do anything

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@ChichBull You Blake and ohare were made for each other

10q between the three of you

[Mr Falco Tradeoffs @Falco_Tradeoffs]

Damn this is a great analogy

[Terence Michael @ProofOfMoney]

Bitcoin is currently the nerdy, bookworm girl from those early 2000s teen comedies.

She’ll soon take off her glasses, let down her hair, and everyone will want her.

[Terence Michael @ProofOfMoney]

Bitcoin is currently the nerdy, bookworm girl from those early 2000s teen comedies.

She’ll soon take off her glasses, let down her hair, and everyone will want her.

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@bleighky No, they just just fucking chill and keep the cash to cover future divs

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@_BitcoinCapital @mattkratter Exactly he did a whole video on his opposition being orwellian with language, yet all he ever does is Orwell double speak

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@StrategyMaxi @saylor needs to stop resting on his laurels and take $STRC DAILY!!!!

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@bccponzi You didnt read my tweet

I agree he makes mistakes, but I always see him learn and I dont see him going back on his learnings

[Mr Falco Tradeoffs @Falco_Tradeoffs]

Bull

It is showing btc going from 126k to 58k

The cash is a one time raise

The flywheel feedback, foe the first time ever, starts when $strc soon hits $100

[Shitcoin minimalist @bccponzi]

@Pledditor Its a very ineffective, expensive and risky way of raising capital. The $MSTR share performance since the start of $STRC is showing this.

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@d_1awrence Exactly

Im so sick and tired of people glazing the convert method when that created the potential doom loop nightmare that made them have to raise all this cash in the bottom of the bear

Prefs are infinitely better as shown by $asst who were debt free from jump and outperform

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@crypt0e @OHare888 @Thedumbgreek With child bearing hips and a gut to go with it

"Look a muh shadow bro"

Prolly his incell dating profile pic

[Mr Falco Tradeoffs @Falco_Tradeoffs]

@OHare888 @Thedumbgreek I dont know a single person on here that doesnt think you are a fucking idiot that talks and talks and talks and talks

You kill every space while everyone is thinking

Shut the fuck up, literally

How can you be so fucking main character to never realize, are you autistic?

[Mr Falco Tradeoffs @Falco_Tradeoffs]

Only bc the converts were extremely dilutive

If your theory was correct $asst wouldnt have a large and increasing mnav

You have never seen how much mnav will expand with simple pref only leverage and 0 debt

[Semper Vigilantes @SemperVigilant1]

There was an episode of Maury Povich where the guy claims the kid can't be his because he had six fingers on one hand and the kid only had the normal five.

Watching people debate mNAV on $MSTR was like that, but you could bet on the results of the DNA test.

He was the father, and mNAV above 1 was never going to last.
$MSTR