Alex Katsaros

20 years in regulated fintech, prime brokerage and the financial markets. Deep in BTC/ETH macro and DATs.

[Alex Katsaros @katsalex]

@ChrisMMillas I don't think MSTR will be 1.5 mNAV when BTC hits $200k on the way up. Maybe on the way down.

[Alex Katsaros @katsalex]

@wallstreetbets Time for the AI to crypto rotation

[Alex Katsaros @katsalex]

@Polymarket Hash rate it a mere 15% down from the all time high, so this is BS.

[Alex Katsaros @katsalex]

@scottmelker Saylor can end world hunger and he will still be roasted

[Alex Katsaros @katsalex]

@alistairmilne Truest post on CT

[Alex Katsaros @katsalex]

@TiffanyFong @saylor can cure cancer and he still will be roasted on CT

[Alex Katsaros @katsalex]

@CJ_Bitcoin @AutismCapital @Strategy You should consider poetry.

[Chaitanya Jain @CJ_Bitcoin]

@AutismCapital $BTC price isn't dictated by one market actor. It's a free market with over $30 billion daily liquidity.

Bitcoin doesn't need @Strategy. Strategy needs bitcoin, and is committed to being a net buyer over the long term.

[Alex Katsaros @katsalex]

@Strategy Well done. You did everything we asked for, and more.

Amazing to see @saylor @phongle proving they can remain humble and take into account shareholder feedback.

[Alex Katsaros @katsalex]

@BitMEX This content is why the internet exists.

[Alex Katsaros @katsalex]

@BMNRTracker It's because they have no dept. At worse they are like an ETF, at best they are ETH / share accreting stacking cashflow machines. $MSTR at previous bear market at some point it's stack was worth less than their dept.

[Alex Katsaros @katsalex]

@XFreeze What is the point of child robots 😆

[Alex Katsaros @katsalex]

@CJ_Bitcoin @Strategy I placed most of my feedback in an article. I am a shareholder, not a CT attention seeker. Thanks

https://t.co/JdoX7Ja8Jv

[Alex Katsaros @katsalex]

https://t.co/fY9BDaMZIh

[Alex Katsaros @katsalex]

I am sure $STRC will go back to par soon. For @Strategy it's par is their highest priority so they will do everything they can.

it doesn't really take much. 3-4 years of USD dividend reserve, BTC slightly up and it's there. @saylor needs to convince people that the 3-4 year USD reserve won't be touched. I hope it's apparent that investors don't hold the BTC reserve in high regard.

Illogical as this may sound, investors aren't satisfied with the "fortress" BTC reserve because selling BTC below purchase price de-pars the pref stock from $100. It freaks investors out.

They can sell $BTC above their purchase price, no one will react to that.

https://t.co/9E3eaIO9u5

[Alex Katsaros @katsalex]

https://t.co/fY9BDaMZIh

[Alex Katsaros @katsalex]

@Vladcostea It's time for Brazilian Jiu Jitsu

[Alex Katsaros @katsalex]

@bitcoinbutcher1 @saylor You need a bankruptcy for a bailout. Ever thought of that? Try to do some napkin math and enlighten us exactly how will $MSTR go under.

[Alex Katsaros @katsalex]

@saylor If you remain disciplined and long term focused, we got nothing to worry about.

[Alex Katsaros @katsalex]

It would help a lot if they raised USD funds to cover STRC dividends for at least 2 years. I am not sure how though. Pointless to redo the convertible dept they cancelled, can't issue MSTR so low, can't issue STRC so low. Selling 1 Bn of BTC sounds like the only way and it may freak everyone out.

[Alex Katsaros @katsalex]

@beaniemaxi 2022 $MSTR didn't really seem like the top did it?