Brett D'Amelio

[Brett D'Amelio @badameli]

@ActuallyClimber As long at mstr has cash in their reserve they can purchase some of it without selling bitcoin or more common shares. Price is determined by the marginal buyers. That’s what causes the swings.

[Brett D'Amelio @badameli]

@ZynxBTC Easiest 17% annual return ever…

[Brett D'Amelio @badameli]

@CorvusBTC @AdamBLiv Once everything matures maybe, but I don’t think we will have these moves then. It’s early and I think they probably get more value focusing on longer term gains.

Maybe the $100M buy this morning is MSTR?

[Brett D'Amelio @badameli]

@AdamBLiv @Micro2Macr0 A 1 year 0% cc loan for 2% payment upfront on borrowed $ is looking mighty nice right now..

[Brett D'Amelio @badameli]

@Olivia2vv Monthly float, and exchange from your btc/other deregulated monetary option monthly for taxation/whatever purchases need to be made in fiat. Maybe you keep 3-6 months burn that way.

[Brett D'Amelio @badameli]

@Olivia2vv The way governments will be forced into financial responsibility is by having a separate exchangeable option. I agree with stablecoins, I just don’t agree with owning them long term. Just exchange go then when needed to cover expenses. You don’t need $1M in USDC, just your…

[Brett D'Amelio @badameli]

@Olivia2vv It’s a way of supporting those who help the government/society. Otherwise you are incentivizing the wealthy being miserly (not even owning industry - why take the risk - buy it later for cheaper).

[Brett D'Amelio @badameli]

@Olivia2vv The last time a major western civilization had that opportunity was the USA in the early 2000’s under Clinton. They desperately altered what they were doing to avoid being in a deflationary environment. Governments want people to invest in society so they want slight inflation.

[Brett D'Amelio @badameli]

@redgreenbl35768 @Sammonflood @duonine It’s amazing how the gutter crawlers all come out at the same time with nonsensical opposition and pump a super short term knee jerk reaction.

[Phong Le @phongle]

$GOOG's proposed $80B capital raise includes a $15B convertible preferred and a $40B ATM. Financing tools popularized by $MSTR to acquire Bitcoin are now being used by a Mag 7 company to build AI. AI and Bitcoin are the digital rails of the future.

[Brett D'Amelio @badameli]

@PeterSchiff @saylor Based on difficulty fair value for btc is closer to 83k. The miners aren’t fleeing btc. We’ve ping ponged from war to war, meeting energy supply shocks (oil drawdowns).

@PeterSchiff “Bureaucrat Conrad, you are technically correct — the best kind of correct.”

[Brett D'Amelio @badameli]

@SertSystems @GlennOnrampBTC 5% isn’t enough for it to be with it - also he’s better off just issuing common at higher price points. Ie. selling common at 150 is better than Selling STRC at 100 and buying it back at 95 with common sold at 130. But a decisive cratering would def warrant buying STRC back.

[Brett D'Amelio @badameli]

@GlennOnrampBTC The other thing they can do is issue common to buy the preferreds. Or sell bitcoin for them too, but at this level it wouldn’t be worth it. Also I believe they set a cap on the yield - it’s not like STRC can be gamed to be low and you will get a 50% interest rate.

[Brett D'Amelio @badameli]

@PeterSchiff @saylor Actually the dividend is roc so a max of 3% is what they could be down if the bought after the ex-dividend date. And each month prior to that knocks the max paper loss down 1%.

[Brett D'Amelio @badameli]

@Tradingcartel_X @PeterSchiff @saylor No, retirees that bought in after the last x-dividend date are down 3% because after ex/dividend it dropped .95 cents. That’s a worst case scenario. Anyone who bought the prior month is sitting on a paper loss of 2% max and the month before 1% max.

[Brett D'Amelio @badameli]

@Sammonflood @redgreenbl35768 @duonine They didn’t write that.

[Brett D'Amelio @badameli]

@duonine @cute_bunnyies So for the next 4 years, assuming mstr cannot raise any more capital via preferred or common stock how low will bitcoin have to trade for mstr to go belly up?

Assume they can only cover their bond obligations by selling bitcoin. That would be a worst case situation.

[Brett D'Amelio @badameli]

@CipherJ_ @westcoastceo @saylordocs Gandalf is used to battling two headed giants…

[Brett D'Amelio @badameli]

@LeoCapLegend @saylordocs So why are xrp, sol, eth, and xlm down? Xlm had a small bounce this week but that bounce is small compared to its chart.