MSTR Fat-FIRE

MSTR

[MSTR Fat-FIRE @MSTRFatFire]

@JustUrAvgFlyGuy No if LAC is trading up that high for a player then they need to pay a premium that is higher than this…

[MSTR Fat-FIRE @MSTRFatFire]

@MattWalshBlog I agree this is not great but unfortunately that is how US is positioned in the Middle East.

[MSTR Fat-FIRE @MSTRFatFire]

@ElonMusk_LordX B

[MSTR Fat-FIRE @MSTRFatFire]

@gerovich ETrade with much lower transaction fee than Fidelity

[MSTR Fat-FIRE @MSTRFatFire]

@LoseMyPain It really depends in what the next purchase announcement is… hopefully the lack of price action is due to them slamming on the ATM for BTC!!! 555 go go go 🚀🚀🚀

[MSTR Fat-FIRE @MSTRFatFire]

@_adrian @saylor Someone needs to look back… i thought the week they didnt buy, he didnt post anything. For me if he posts the dot chart then it means he bought.

[MSTR Fat-FIRE @MSTRFatFire]

@bariksis It is telling you, they got more BTC than what they just sold or moved

[MSTR Fat-FIRE @MSTRFatFire]

@LynAldenContact @willywoo If anything it will crash the price of BTC because any BTC held with institutions including ETFs in the USA are subject to nationalization…. Horrible idea.

[MSTR Fat-FIRE @MSTRFatFire]

@most_real_psymd @SatsOverYen You can buy it with margin funds but you cant use it as collateral to take out margin…. Come on now… don’t confuse people

[MSTR Fat-FIRE @MSTRFatFire]

@crypto_titeck @saylor Nope going to be closer to 790 than 7900… ATM perferred ramp up is going to ramp up but not that fast until it gets a credit rating

[MSTR Fat-FIRE @MSTRFatFire]

@wi1lwright @dgt10011 They have strong YOLO leverage betting culture

[MSTR Fat-FIRE @MSTRFatFire]

@TXblockchain_ So we expecting the SB21 to be signed, vetoed, or just get enacted due to inaction by Gob Abbott??

[MSTR Fat-FIRE @MSTRFatFire]

Chanos isn’t going to do it… he is just crying for attention!

[Simon Gerovich @gerovich]

@RealJimChanos @crisreed Size? Don’t want to waste time with something too small.

[MSTR Fat-FIRE @MSTRFatFire]

@AdamBLiv

[MSTR Fat-FIRE @MSTRFatFire]

@agentic_t @BTC_for_Freedom @GregAbbott_TX https://t.co/YnzdgdoTrE. Just look at the history and current status. “sent to the governor”.

[Michael Saylor @saylor]

Don't Look ₿ack in Anger

[MSTR Fat-FIRE @MSTRFatFire]

@TheBTCTherapist And they deserve it for the idiotic response!

[MSTR Fat-FIRE @MSTRFatFire]

Ok all i took away from this post is that I need to pull equity out of my house to buy more $MTPLF 🚀🚀🚀🚀 some people are excited about BitBonds… i am gonna MetaBond…. Maybe its a stupid idea…🤷🏻‍♂️

[Climb That Ladder @ActuallyClimber]

Today's Metaplanet $MTPLF price is a cube with each side of length 1 (baseline of today's values). The cube stretches or contracts it's 3 axis. Volume change is price change. This is how I estimate future prices off the top of my head:

X-Axis: Bitcoin price.
Y-Axis: Metaplanet mNAV
Z-Axis: Multiple of today's btc/share

So, if you're looking over 6 months to 1 year for:
x (bitcoin price) to 2x
y (mNAV) to 0.5 x down to ~3
z (btc/share) to 10x

Together, 2 x 0.5 x 10 = 10x or ~$105/share.

Stretch this out to around the time Bitcoin hits $1 mil, let's say in 5 years:
x (btc price) to ~10x
y (mNav) to 0.333x down to ~2 (conservative)
z (btc/share) to 30x

So 10 x 0.333 x 30 = 100x or about $1050 stock price. A 100x vs Bitcoin's 10x. I think these are conservative numbers. This is why I Metaplanet. 🚀🪐

[MSTR Fat-FIRE @MSTRFatFire]

@werkman yeah Cohen's answers to GME strategy during the Bitcoin conference was not acceptable.. i sold all my exposure to GME as soon as I gave that non-sense of an answer!

[MSTR Fat-FIRE @MSTRFatFire]

@_adrian @metaplanet i did a terrible job asking the question. What i meant is can Strategy use Moving Strike Warrants like MTPLF in USA to basically sell the common stock to the market versus just straight up ATM? It seems more complicated but it also seems to impact the common stock price less.