@Crypto_Pranjal Same as betting on Spain to win, because everyone and thier mother tought Spain would win. So big bet to win small, but a “garanteed” win…. Humbles you everytime! If one of those 10 “save” bets goes wrong, it kills everything.
ThE fOur YeAr cyCle iS dEAd
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Everyone screaming @Saylor sold Bitcoin today read the headline and stopped thinking apparently. 😂
(or maybe they never did?)
Smart people actually understand what you're missing, you know...
Here is what actually happened, simplified for the toddlers on CT that think they understand finance because they're up 50% on their hype long.
For four years MSTR was a one trick machine.
Buy Bitcoin, issue stock and debt, buy more Bitcoin, never sell.
That made it a beautiful long only bet, but it also carried one ugly little tail risk (try googling what that means) sitting in the corner: what happens in a brutal multi year drawdown when the preferreds need to be serviced and there is zero internal cash engine?
Low probability, but it was the one scenario that could force a messy event. That long tail bankruptcy risk is exactly the thing skeptics pointed at for years.
Selling 32 coins to fund the STRC dividend just deleted that scenario.
Not reduced. Deleted.
Saylor literally said the goal is to make STRC the best credit instrument in the world, and this is him doing it, not tweeting about it.
Now the part almost nobody here is connecting because it requires more than one neuron.
MSTR just quietly changed what it even is.
It used to be a speculative leveraged BTC proxy with a small chance of blowing up. It is now a time machine for risk.
Think about it like this.
Instead of holding all the risk in one giant block forever and praying, Strategy now has a mechanism to unwind exposure in microscopic, deliberate amounts, spread across years.
They are not dumping, and never will actually.
Worse, this whole thing gave them even more capacity to stack even more BTC because people with functioning brain just realized it works.
Each tiny sale is them maximizing the way they harvest time value (google that too, if you never played around with options), getting paid to stay exposed to Bitcoin for as long as possible while smoothing the risk forward.
That is the whole game. Maximize time of exposure to BTC. The longer you stay exposed without being forced out, the more of Bitcoin's long run upside you capture.
You know... time in the market beats timing the market.
This whole thing is...
- Bullish MSTR, because the company removed its only real long tail failure mode and turned into a durable risk smoothing engine.
- Bullish STRC, because the dividend just got demonstrably bulletproof.
- Bullish BTC, because the largest holder on earth just showed it can fund itself for years without ever needing to liquidate the position, which means those 843,700 coins are staying off the market basically forever, and that @saylor is getting for more.
The people fading this (and the kids here, which tbh seems to be most people on CT) think Saylor blinked.
He did not blink. He upgraded the entire structure and you sold the news to him at 72k, while he's piling up on more BTC, lmao.
Same crowd that made fun of the smartest financial engineer of the century because he said he would never sell is now crying that he sold a rounding error.
You cannot win with these people because they are reacting to a fictive world in their mind, they don't have the most basic understanding.
Bitcoin did not go down today because Saylor sold, it has been reacting to Hormuz and other bs proxies for world liquidity for months and if you paid attention to the news, it wasn't different today.
The grown ups already know what will happen in the next decade.
Many of you are about to learn the expensive way.
Here’s what I lost through fees, dead tokens etc…
$5,657, and the only one wallet
Check at your own risk 💀
🔗 https://t.co/dRQjSdopLP
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