Olaf Rohatsch

World Traveller, Investor, Passionate father...

[Olaf Rohatsch @Sunfollower360]

Antonio, please stop chilling that stock!

They have some incredible technology that COULD be a significant breakthrough in a number of ways - yes.

But scaling it into a multi billion company is a different ball game. Plus, as soon as there is more prove of concept they will become immediately a takeover target. And they have already strong ties in that space...

I am invested and I am bullish, but I don't see them becoming a trillion $ company... I love your research and your work, I don't like your influencer chills...

Abrazo chaval

[Olaf Rohatsch @Sunfollower360]

@Renaissance0601 @alc2022 when you have heard the 567 time you change your take...:-)

And if you like his content it annoys you

[Olaf Rohatsch @Sunfollower360]

@Belohame @alc2022 True

The trade off is to impress tourists or build a community with an interested group of people. His choice anyways...

[Olaf Rohatsch @Sunfollower360]

@MustStopMurad Let me guess bro... SPX6900

[Olaf Rohatsch @Sunfollower360]

@ChrisCamillo Top take!

[Olaf Rohatsch @Sunfollower360]

@Cryptocito I know you are not a bad guy... but start something serious in life.

Everybody staking Atom or any other of you chill coins has lost everything. Most probably you as well... stop give people advise and start working on something useful.

THANKS

[Olaf Rohatsch @Sunfollower360]

@HoracioArbesu @alc2022 True

But that only underlines my point. You dilute your valuable content by showing off. The guy is phenomenal but that behaviour is contra-productive

[Olaf Rohatsch @Sunfollower360]

Sasha has disappointed over and over in the last 8 years when he had endless opportunities to win a major. He lost at least 5 BIG matches giving up huge advantages because his nerves let him down massively.

This year he made everything right. He fought through difficult matches and kept composure. Anybody discredits this development and his changes in clutch time does not understand that incredible achievement!

And with that he might have become a real competitor to the big 2... we will see...:-)

[Olaf Rohatsch @Sunfollower360]

Well... gentleman, I have very mixed feelings about the Viking leaving the boat...

First, I get all his points and mostly share them. I like his list as well...

BUT - I follow him and his Metaplanet mission for many years now and found his reasoning always encouraging and balanced and it confirmed my own (irresponsible) long position.

That said, if there is not something I am entirely missing, he must be deeply underwater with his (and his managed) position... meaning he realised a fundamental loss! - spoiler; Viking - I apologise if concluded wrong.

Now; I am not willing to sell (yet). Metaplanet has the lowest MNAV ratio from all the relevant BTCTC and ist has the biggest potential if indeed a bullrun is coming. If not I will die on that hill... but I have not (yet) given up hope.

But, I share the personal disappointment about the actors and their conflict management. I really liked Simon and even more I liked Dylan... but I have lost trust. However, I believe they will try to make up for shareholders and that is what keeps me invested.

But than... maybe I am just stubborn...

[Olaf Rohatsch @Sunfollower360]

@GrafYves 100 % supported and it is eating on me for too long...

[Olaf Rohatsch @Sunfollower360]

@metaplanero Explain... are the conclusions drawn from that finding are wrong or basically correct??

The issue cooks for more than a week and no official statement to the alleged accusation

[Olaf Rohatsch @Sunfollower360]

@Plastics_DocT @orangeyield @DylanLeClair I am in the same boat

[Olaf Rohatsch @Sunfollower360]

Das ist ein fehlprogrammiertes Genie...
(tiefverwoben im globalen AI network)

Das sollte nicht dazu verleiten, Unfug zu schreiben.

Er hat das Book (geleveragedes Portfolio) seines Hedgefonds an Citadel (Hedge Fund) VERKAUFT (nicht verloren), mit einem Discount zu NAV (net asset value). Der Grund - die Liquidation des Portfolios zu verhindern (durch Margin Calls).

Der Fonds war vorher mit über 400 % im Plus. Selbst nach dem Verkauf war der Fonds noch im Plus, allein in 2026 noch immer über 50 %.

Wenn Ihr ernst genommen werden wollt, versucht die Fakten nicht zu verzerren, nur damit ein Narrativ bedient werden kann. Das werft Ihr doch (zurecht) den anderen Medien vor!!

[Olaf Rohatsch @Sunfollower360]

I do agree, as that was always my take...
You argued that line and you know that!

I love your changed view for 2 reasons, first it shows you ability to reflect and change, and second you confirm my stubborn position to hold (and add) through the last 12 months... which is not always easy...:-)

[Olaf Rohatsch @Sunfollower360]

You can do better senorita;

The question was asked millions of times and was answered millions of times!!
(hint: cash reserves plus the opportunity to stop paying dividends)

Now - the real problem is BTC... when BTC is not outperforming terminal yield long term, then ultimately Strategy will underperform (as BTC will)

BUT senority, you worship BTC since going to the beach with your BTC husband. Convincing day in day out people to get into BTC...

Disappointing post...:-(

[Olaf Rohatsch @Sunfollower360]

Well... I have always respected your views, couldn't agree on your wording "ponzi adjacent", which I never liked (and think is incorrect)

I highly appreciate your change of mind, which is both, way easier with substantial negative MNAV...:-), but as well as sign of rational assessment

[Olaf Rohatsch @Sunfollower360]

@banker_hermann Hermann der Banker...:-)

Jetzt wirst Du mir wirklich bald sogar symphatisch...:-)

Dieser Beitrag ist nicht nur reflektiert und begründet in seiner logischen Herangehensweise, er gibt zusätzlich (aus meiner subjektiven / persönlichen Sicht) den einzige nsinnvollen Lösungsansatz

[Olaf Rohatsch @Sunfollower360]

@HannesZipfel Ich glaube nicht, dass der Markt einem Rückgang auf deutlich unter 50 einpreist. Es kann zwar zu einer derben (aber) kurzfristigen Gegenbewegung kommen, aber die Fundamentals sind eher noch höhere Preise.

Aber vielleicht kann sich ja mal Meister Zipfel äussern...

[Olaf Rohatsch @Sunfollower360]

@HannesZipfel Warum gehen Miner runter, das macht keinen Sinn? Der hohe Preis muss doch bei denen eher mehrfach durchschlagen.
Wenn das ein hedge ist, um die davonlaufenden Preise zu decken, macht es noch weniger Sinn.

Eine sinnvolle Erklärung?