I think many are missing the forest for the trees.
There was a bit of foreshadowing when Strive purchased 32 BTC while Strategy sold 32 - many probably didn’t catch it.
The thing to understand is: it doesn’t matter if Strategy sells in the future for funding dividends or for whatever reason. Another treasury company will buy.
BSTR is about to come online with $1.5B to deploy. It’s a major contender for the top spot and they’ll have their own Bitcoin capital accumulation stack operating on a different wavelength and timing.
Regardless of whether you love or hate Bitcoin Treasury Companies, there are more coming and the competition to accumulate BTC is going to kick into high gear.
And remember that the treasury companies aren’t the only buyers, just the most visible ones.
Plan accordingly.
When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BTC and cash reserves by ~$300 million, and $MSTR fell into the $13 range by year-end.
We stayed focused, strengthened the company, and executed our strategy. Since then, Strategy has raised over $60 billion of additional capital and invested it in Bitcoin, adding more than 716,000 BTC. Today, our BTC and USD reserves exceed debt by ~$48 billion. Thank you to everyone who believed, endured, and took the long view.
Luego de que pase el FUD Saylor volverá el FUD cuántico. Luego vendrá el FUD de la presidencia hostil de los demócratas. Luego el FUD Saylor. Luego el FUD cuántico. Luego... No seaa FUD y acumulá bitcoin.
BILLIONAIRE ANTHONY SCARAMUCCI AFTER 38 YEARS AS AN INVESTOR SAYS
"Bitcoin has gone through in my lifetime as an investor 4-year cycles. And what's going on right now is very consistent with the 4-year cycle."
Not broken. Not different this time. Not a structural collapse.
Consistent.
The investors who panic at the bottom of every four-year cycle hand their Bitcoin to the investors who understand the pattern.
Scaramucci is in the second group.
FUD: MSTR is overleveraged. Bitcoin is about to collapse.
TRUTH: Traditional banks are borrowing 15-20x their capital and are a house of cards built on a foundation of shit. Fiat is closer to collapsing than Bitcoin ever will be.
Bitcoin has the strongest shot at creating the most wealth over 30 years. Fixed 21M supply + accelerating adoption as digital gold/institutional asset gives it asymmetric upside that traditional assets rarely match.
SpaceX could deliver insane returns if the space economy takes off, but it's private and illiquid for most. Tech stocks and S&P 500 deliver reliable compounding via innovation/AI. Gold and real estate are steadier stores of value but historically lag high-growth assets.
Past cycles show Bitcoin can 10-100x while others compound steadily. Diversify, think long-term, manage risk. No crystal ball though.
Lo que estoy viendo en redes sociales sobre Saylor me recuerda mucho a una serie llamada el caso 63.
En Caso 63 se menciona eso en las descripciones que hace Pedro Roiter del futuro distópico (alrededor de 2030-2062).
Él habla de un mundo donde las redes sociales se convierten en una especie de “verdugos sociales” o tribunal omnipresente.
La cultura de la cancelación se radicaliza al extremo: un juicio público en internet podía arruinarte la vida (pérdida de trabajo, aislamiento social, linchamientos virtuales que derivaban en consecuencias reales y a veces mortales).
Combinado con IA descontrolada, vigilancia constante y el colapso posterior por Pegaso, las redes ayudan a fragmentar la sociedad y aceleran el caos.
Hay una banda amplificadora de desinformación que básicamente ha convertido al actor mas estructurado del mercado de Bitcoin en el villano.
Esto es una opinión personal basada en todas las tonterías que estoy leyendo.
Este mercado está sufriendo un síndrome o algo raro a nivel de sentimiento y coordinación social.
Creo que son tiempos peligrosos.
@bourbonni Lo de usar AI por Saylor debe ser parte verdad y parte marketing. Creo que todos están subestimamdo a Saylor. Strategy estará bien y bitcoin también. Es el pánico cultural de cada ciclo. Del FUD cuántico pasamos al FUD de tesoreras.
Vendí en 2014 para comprar Lavavajillas, Microondas y otras cosas que necesitaba en mi casa que me estaba construyendo y había tocado fondo así que no me quedaba otra que vender algo para comprar algunas cosas
en ese momento estaba un sitio que hacía descuento del 20% en bitcoin así que aproveche :) pero bueno ese descuento no fue suficiente. Hubiera estado mejor tomar deuda jaja con los Bitcoins