Nigel Brady

[Nigel Brady @nbrady808]

@BigpictureBTC @ChrisMMillas Which metric are you currently using to describe MSTR as a failure, and what is your exact scenario over the next 6-12months that the company goes bankrupt. Some numbers would be useful, rather than just words.

[Nigel Brady @nbrady808]

I too am amazed how many people are so convinced it’s going to 50 before 100… what % of those people will sell at 50 or 55 even, WHO will sell at 50?? I think the failed mSTR takedown is the bottom… silent capitulation, LTH holders back at ath’s, plenty of shorts to cut through… seems more obvious than the 4 yr cycle to me but what do I know! 🥸. Risk reward for 1 yr trade is surely to buy now… who is actually selling here? And don’t say MSTR because they sold a ~4k of BTC in a 30bn a day traded market!

[Nigel Brady @nbrady808]

@BigpictureBTC What a compelet load of nonsense… if you didn’t try to reiterate your points with expletives and instead show some actual math it could be almost believable but as it is, sounds like a short still pressing… good luck sir!

[Nigel Brady @nbrady808]

@BTC_broo @BitcoinTeacher_ Maybe it’s comparable to a corporate bond fund paying 5-7%… has some risk but you get your return each year… it won’t go to zero even in a crisis and will always pay the dividend, so 12% is better than 5-7%. I expect to see a day this still gets bought with sub 10% coupon.

[Nigel Brady @nbrady808]

Great question! Of course human and corporate emotions are quite different, but even as a human if you did have to sell $2-3k BTC per year for the next 5 years it wouldn’t affect the overall market which will eventually go up, so you probably won’t have to sell and will be richer as BTC moves higher :). Corporate or human, you will be OK 👌🏾

[Nigel Brady @nbrady808]

Market needs time to adapt to new product… institutions need time to be able to buy new products especially crypto but its happening slowly and as the fixed income pipeline continues to open and time and math prove this is an extremely attractive fixed income yield, they will be trading at 100 and a lot lower coupon. For now they will lag the downturn, everyone in it believes in the coupon, the company have put in the explicit and mathematically correct call which is well above 0.

[Nigel Brady @nbrady808]

But if the math prove this can’t go to zero and you get 13% for life and can forget about it, why wouldn’t you buy this? Instead of sticking in a low risk corporate fund at say 5-6%. I’m not claiming it’s a money market product, but it’s the difference between a fixed income investor an equity investor! HUGE difference and this is the bridge, it’s in its early days but it serves a different purpose and will prove its worth over the next 3-6 months, because the math simply don’t allow MSTR to go to 0, especially if you agree on BTC going up!

[Nigel Brady @nbrady808]

That’s a great comment, I totally agree! I’m pretty sure some of the FUD spreaders have been actively shorting the market and hence profiting from this move… but it’s ok, the believers know the optionally this company offers on the asset almost everyone believes is going up over time.., probably sooner than some think… I don’t think enough people have accumulated enough yet, either way in 3-6minths time mSTR will look like an absolute genius!

[Flying Raven ⚡️🇺🇸 @OffshoreHODL]

I’m sure Michael @Saylor and @phongle keep receipts.

Some of you should hope they aren’t litigious, because based on what I’ve seen posted over the last three weeks, there have been plenty of statements that could invite slander or defamation claims.

The good news for you is that they are more principled and ethical than many of the people attacking them.

HFSP.

[Nigel Brady @nbrady808]

Have you ever seen a bank make a loss in an economic downturn and hence their equity dividend yield went down in fact highly negative?Not just a single qtr but even for years and yet they continued to issue debt, equity and hybrid capital throughout it all at much lower rates… whether you like it or not, MSTR is bridging your darling BTC into the financial mainstream for the good of mostly everyone, maybe apart from the shorts following or rather listening to your FUD! A sad place to be!

[Nigel Brady @nbrady808]

Who said it was a one off?? Not @saylor … not everyone, just you with your pathetic FUD… it’s all about preparing the market for the correct corporate actions to maintain the overall balance sheet and company going forward with numurous financial levers you surprisingly don’t understand, rather than just the one single metric you seem to be obsessed with… you didn’t say much last week when the market spoke and traded higher… I thought you had covered your short but clearly not 🤣. Time will tell… we are all watching.

[Nigel Brady @nbrady808]

@GiovanniIncasa Please do short it big! Need stupid sellers to allow the smarter bulls to accumulate at lower levels.

[Nigel Brady @nbrady808]

I’m interested to know why and how it will hit $35? And why BTC will hit <50k when basically everyone seems to think in 1 yr time they will both be higher… someone explain to me other than the time left of the ‘4yr cycle’ why anyone in their right mind would sell either BTC or MSTR right now?

If you want to short it to buy lower, who is going to sell to you at a lower price in 1 months time??

Markets have a very long history of front running expectations and to me the biggest expectation is that BTC bottoms in the next 1-2months, and a lot of people want to buy it then… good luck finding sellers in 2 months time at lower prices.

[Nigel Brady @nbrady808]

Btw I think short selling with FUD is as bad the old age pump and dump boiler room sh#t… both should be made illegal and the people doing it should be penalised! @mattkratter @CryptoKaleo But I guess we are all entitled to an opinion on here hey!

Doesn’t change the math or the sentiment… I’m long MSTR and not BTC because I think the BTC low is most likely in, but even down to 40k I will happily DCA MSTR here for final upside which I believe is much greater….

I am bullish both BTC and MSTR

It’s possible to be short term bearish on BTC and bullish mSTR

You can be bearish both BTC and MSTR no problem at all.. we are all fckd!

To be bullish BTC and bearish MSTR???

[Nigel Brady @nbrady808]

This is what interests me and I believe… I did not ride the previous 3 cycles, but with a career in credit trading, I think the latest shenanigans between FUD and mSTR are highly suspicious and could well be the last capitulation event that some very smart and highly invested people used as a last ditch attempt to make Saylor a scapegoat, and try to get a load of capitulated money to try get as many sellers of both BTC and mSTR at the cycle lows… Genius??

[Nigel Brady @nbrady808]

@TrumpsPortfolio Hilarious!! Well played 🤣

[Nigel Brady @nbrady808]

I’m seriously intrigued about this whole eipisode… I watched first hand the markets take Credit Suisse down, but there was never this kind of FUD on social media around... Same with FTX, but I want plugged in then in either…. Both of these had potential risks that could have been exposed… but with mSTR it’s so much more straight forward, BTC goes up, then huge success, if it goes down for 6 months more it won’t go down. I wonder how much the FUD commentary is affiliated with short positioning, whether it be professional or retail… is that the state of modern investing these days? In the old days that would be deemed highly unethical! @mattkratter has not commented on mSTR this week has he?

[Nigel Brady @nbrady808]

@mattkratter I’m genuinely interested to hear your view as to why MSTR and STRC are now outperforming self custody BTC, on many more time frames than not? It works both ways, do you have a narrative if BTC goes up? Or have you covered your short already? Do you have a good lawyer?

[Nigel Brady @nbrady808]

I am keen to see any of the mSTR fud especially @mattkratter to now come up with mathematical scenario (the basic science of the markets, stripping away all market emotion) that mSTR goes bust and BTC doesn’t go below $20k,,, if you can’t see BTC below 20k mSTR is a no brainier and BTc itself because it will attract demand over and above what we have seen in previous cycles!

[Nigel Brady @nbrady808]

@tulipking @johnnyutah When will the fud not work out the maths of the balance sheet that MSTR has built to withstand this down turn… and ultimately benefit from the magnitude when BTC recovers… crazy to be short here. @mattkratter amongst others, I hope you covered your short! Well played 👏🏽