@phongle I care a lot more about how you keep diluting MSTR to buy STRC. Opposite of the official strategy when I bought MSTR. Funny how Strive actually follows your play book and you don't.
Bitcoin per share went down. Thanks for doing the opposite of what you pledged to do when I bought MSTR shares. I wish I bought ASST instead. The market is telling you it's the STRC dividend rate. Rates have gone up since you raised them to 12% and you can't figure out why it is below par.
@AdamBLiv By the way, I wish Strategy hired you and you told them to raise the STRC dividend 25pb and start buying BTC again. Every week they don't stack my MSTR expected return drops. Sure it made equity investors dis-favor the stock and it has been an excellent MSTR buying window.
We should not assume that everything is reacting to interest rates--it does to a degree but other factors can neutralize it. BTC was and is undervalued and you can only hold the ball underwater for so long. Also, my BTC loan rose from 4% to 5%, and it can rise to 20% but it won't matter because I used the loan to by MSTR and ASST and Leap call options at the bottom! So sorry real estate investors.
It's weird that he's mentioning Ethereum companies in the context of his other comments. This is all good..etc. Bitcoin is accretive to other Bitcoin activities but Ethereum is not. It sort of reminds me of the all economic theories are good, all religions are equal, all civilizations are valuable, type of thinking. Bitcoin is for the benefit of humanity and Ethereum is a premined, centrally controlled, and environmentaly friendly scam. Only one protocol is optimized to solve the true problem. He's trying to sound like Saylor but he doesn't really understand the mission.
@ScottAppliedSci No. HDL high. Blood glucose low. Triglycerides lowest I've ever had. I eat 2 meals a day and never feel hungry. Joints and athletic ability seem that of when I was 10 yrs younger.
@saylor Yes. So why don't you please buy some. Raising the SRTC dividend 25bp would make that a lot easier. You have flushed billions into reserves and STRC buy backs and it still trades below par. When are you going to take the obvious move that reaches the goal (stack BTC per share)?
This was not the plan when I bought the stock. The real comp is how much Bitcoin per share would have been stacked if they had raised the dividend and let STRC issuance rip. Meanwhile they are prepared to lose market access for 3+ years. Absurd. I bet I own more MSTR than all the assholes saying this is so great. Management is not serving the interests of equity investors.
Big f-ing deal. The largest reserve ever because STRC investors want a slightly higher rate. How about: Raise the dividend, issue STRC, and buy Bitcoin--like other Treasury Companies. That was the plan, not the largest reserve ever. Thinking about selling my large MSTR position and buying ASST.
@saylor No Bitcoin purchase again. Raising the dividend would have been so much easier. Remember the plan was to issue digital credit to buy Bitcoin? I wish you made the new strategy clear before I bought so much MSTR. ASST is kicking ass and following your original plan.
You need to start buying Bitcoin. Raise the dividend by 25bps and start issuing STRC again. What is the problem? MSTR shareholder here that feels the "strategy" keeps changing, and I don't understand what you're doing. Buying back STRC at a 2% discount is not a real win. Raise the dividend and start growing YTD BTC yield, please!