@ChrisMMillas Not entirely true. You’re really betting on sats per share exceeding CoC. Of course Bitcoin ARR could go to the moon but if MSTR share dilution goes to Mars then you aren’t necessarily ahead…
@cryptomanran Bumping it 25bps is nothing if you’re expected return is based on a 35% CAGR. The dividend started much lower and only caught traction after hitting 11.5%. He’s right at his sweet spot now. Another 25bps will draw in another several $10s of billions, and so on.
@capexbt Eh. Let’s play the numbers….only 450 btc mined per day. Iranian share of hashrate estimated at 6-8%, so roughly 30 coins per day. You really think that’s doing anything to a market that trades billions of dollars of btc notionally per day? No.
@PunterJeff@saylor Love the support of mstr but curious how this business model is sustainable?: raise cash at 12.5%+ use proceeds to earn RoR at 11.75% or under. You’re upside down by 75bps or more…