Paul Hackett

Stay Stacked. Pharma Supply Chain and Digital Strategy. Lafayette ChemE ‘18. $MSTR #bitcoin

[Paul Hackett @mr_stackett]

Past 5 years Q3 to Q4 transition for $MSTR:

2021: Sep $60 to Nov $82 = 37%
2022: Sep $19 to Nov $28 = 47%
2023: Sep $32 to Dec $62 = 94%
2024: Sep $115 to Nov $440 = 282%
2025: Sep $305 to Dec ??

Summer doldrum price manipulation meets Q4 liquidity. Hang in there.

[Paul Hackett @mr_stackett]

@JoshMandell6 Gauging by the amount of “Saylor sold BTC 😱” X activity

The inoculation was effective 😂

[Paul Hackett @mr_stackett]

@Jaredrlynch @BitStrategy21 @saylor @Strategy https://t.co/D0hDqcKaRA

[Jared @Jaredrlynch]

@BitStrategy21 @saylor @Strategy Metrics that matter to make digital credit better:

1) Dividend yield
2) Payout frequency
3) Volatility
4) Collateral base
5) Amplification
6) Sharpe Ratio
7) Age of digital credit product
8) Volume

SATA is gaining ground on STRC in all categories except for #7.

[Paul Hackett @mr_stackett]

@Jaredrlynch @BitStrategy21 @saylor @Strategy Check your numbers it’s 48% bud.

With another ~3K BTC buy this week closer to 60%.

[Paul Hackett @mr_stackett]

@Jaredrlynch @BitStrategy21 @saylor @Strategy And except 5)

Higher amplification is a negative from risk standpoint.

[Paul Hackett @mr_stackett]

@CrisReed Volume was 60% of STRC Fri

[Paul Hackett @mr_stackett]

@BitStrategy21 @michaelbship Too much kindness, patience, and sharing of the playbook.

Time to re-Rockefeller things.

[Paul Hackett @mr_stackett]

@hillery_dan And of course a BTC double puts amplification back at 30%.

[Paul Hackett @mr_stackett]

@hillery_dan He should just take it to 14% and do a one time amplification ramp to 50%.

Take spotlight back from SATA, take in $20B, stack 280,000 coins at 50% discount to power law and smash past 1 nakamoto.

Breaks the BTC ‘Jane street’ short term playbook and sends BTC to 150K.

[Paul Hackett @mr_stackett]

@paulsaladinomd @BullTheoryio - What if the bacteria hits other species as well

- What if they develop immunity to the bacteria and just triple mosquito populations

I hate these guys, playing god with zero foresight into unintended consequences.

[Paul Saladino, MD @paulsaladinomd]

What could possibly go wrong? Humans are so short-sighted.

Do we really want Google, Gates etc. messing with ecosystems at this level?

[Paul Hackett @mr_stackett]

@real_salerno @spencerpratt 😂😂😂😂

[Paul Hackett @mr_stackett]

@LawrenceLepard

[Paul Hackett @mr_stackett]

@hillery_dan Double the IV, cheap shares for easier share base.

I like it

[Paul Hackett @mr_stackett]

@hillery_dan Now there is no need for cash reserve

Only point would be diversifying interest payment method for credit worthiness.

[Paul Hackett @mr_stackett]

@DzambhalaHODL Don’t feed the algo bro!

[Paul Hackett @mr_stackett]

@Z06Z07 BTC Rating goes up since 37% higher value of BTC is backing the prefs.

MSTR class A holders snag the “missed capital appreciation.”

[Paul Hackett @mr_stackett]

@Z06Z07 I think BTC Rating is the apples to oranges term for prefs strength.

Equity outstanding : BTC held = mnav
Pref Outstanding : BTC held = BTC rating

[Enea₿⚡️ @EneaDenkt]

What’s next for BTC?

Great chart from @cantonmeow!

[Strategy @Strategy]

$STRC is scaling.