MSTR Game Theory

Are you ready to play the game?

[MSTR Game Theory @MSTRGameTheory]

Can I request odds for Luka Smyth of Notts County being top goalscorer 26/27 please @Skybet as no one has him and seem to be running scared. #RequestABet

[MSTR Game Theory @MSTRGameTheory]

@Official_NCFC Luka Smyth from a land Down Under!
Six foot four, a Notts County wonder!
He came from Finland to bring the thunder!
You better run, you better take cover!

[MSTR Game Theory @MSTRGameTheory]

@sharplink Please don't post too generic like this, please only post with substance. People set notifications on these tweets.

[MSTR Game Theory @MSTRGameTheory]

@web3_eth @BitMNR Put $SBET in your Robinhood, put $BNMR in your pension funds, or vice-versa. One of them wins, you either get it now, or later.

[MSTR Game Theory @MSTRGameTheory]

I just reread this about five times, it's worth the rereads. $mstr

[Jeff Park @dgt10011]

As someone who has pitched Bitcoin for nearly a decade, let me make one thing clear from an institutional investment manager’s perspective: Bitcoin has never been about the yield.

Think about it. This week, you had the choice between the MSTR preferred at 8% or the JPM preferred at 6.5%. Do you really believe that taking on career risk for a 1.5% spread is justified—especially when you factor in the 60% vs. 20% volatility difference? The tail-risk spread between BTC and JPM is not 1.5%.

That’s why JPM raised $3 billion yesterday while $MSTR placed just ~$550 million. Frankly, I’m surprised there was even that much demand, given that the incentives were never aligned. Anyone who has pitched BTC to their in-house Investment Committees knows this.

That said, you—the reader—are likely not managing third-party client capital. That’s your edge. You have the privilege to exploit this arbitrage. I called $STRK a "near-perfect" instrument. Overnight, it became perfect. Take advantage of it. Saylor just handed you a gift.

[MSTR Game Theory @MSTRGameTheory]

Capturing the spread. $mstr

[Adam Livingston @AdamBLiv]

🚨 “MSTR selling shares is dilutive!” 🚨

No it isn’t, you damn clowns.

Let me explain BTC Yield so even your Keynesian-infected brain can comprehend:

Every $MSTR share sale is a sacrifice to the Bitcoin gods. It’s not dilution.

We aren’t raising cash to fund negative-yielding bonds or burning it on buybacks like some fiat trash corporation.

We are converting air (USD) into the hardest asset known to man (BTC).

BTC Yield ensures each share holds more Bitcoin per unit over time.

More BTC per share = more upside.

More upside = more NGU (number go up).

It’s hyper-efficient leverage on BTC without margin calls.

It’s a 200-IQ trade only @saylor could devise.

The plebs screaming “dilution” don’t understand that fiat dilution is TERMINAL.

MSTR isn’t playing that game. We are vampire-attacking fiat markets, draining them of liquidity, and stuffing it into the Bitcoin black hole where it can never be printed away.

Every $MSTR offering is accretive because it increases BTC per share in a manner that compounds over time.

Fiat shareholders are merely exit liquidity for Bitcoin maximalists in this trade.

Keep coping and seething while $MSTR becomes the most valuable company on the planet and you miss out on the greatest trade of the century.

[MSTR Game Theory @MSTRGameTheory]

Tell me you didn't miss this. $mstr

[MSTR Game Theory @MSTRGameTheory]

Barron Trump.

[MSTR Game Theory @MSTRGameTheory]

@Rex_Finance No, it didn't help miners, Saylor even said himself that after the halving big traders were looking for somewhere else to park capital as rewards were slashed in half and this was to Microstrategy's gain.

[MSTR Game Theory @MSTRGameTheory]

Barron Trump.

[Michael Saylor @saylor]

I get all of my best ideas from Barron's.