Network Slayer

Sr Staff Security Engineer @databricks. Budding Triathlete, and lover of cyber things

[Network Slayer @network_slayer1]

@cryptosymbiiote When are Databricks going public?

[Network Slayer @network_slayer1]

@British_Airways Yes I agree that you won’t. That’s the issue with what used to be jewel in the crown airline. I’m going to stick with @emirates and @qatarairways who would never have seen me in this situation in the first place.

[Network Slayer @network_slayer1]

@British_Airways what the hell has happened to a once prestigious airline. Plane too full with large suitcases so you force a small hand luggage only customer to put a bag under seat.. for an 11 hour flight! Totally unacceptable!

[Network Slayer @network_slayer1]

@British_Airways I would much prefer you dm’d me for details on how to refund the £100 you charged for this seat rather the platitude logging, without any discerning action for anyone in the future

[Network Slayer @network_slayer1]

@DeployFinance If only you would answer support calls on the old versions … 🤷🏼‍♂️

[Network Slayer @network_slayer1]

@StockOptions888 $100 strategy

[Network Slayer @network_slayer1]

@StockOptions888 options

[Network Slayer @network_slayer1]

@StockOptions888 $SPX

[SniperAlert @StockOptions888]

How many people have small accounts under $5,000?

Hit the “❤️” I want to help you

$SPY $OPEN $SPX

[Network Slayer @network_slayer1]

@Jackkk Shout out to @qatarairways for doing this. Best flight every SFO to Oman. #grateful

[Network Slayer @network_slayer1]

@Recon_Number_54 @Jackkk Nope. Starlink is available on the ground before and after take off. 300mbs all flight. Stunning.

[Network Slayer @network_slayer1]

@SawyerMerritt @investanswers Finally some good news in what seems to have been nothing but shitty world crap going bad :)

[Network Slayer @network_slayer1]

@thebitcoingal Just found this and love it! Now I’m wondering how and what would happen if I met future self. It’s not the ride I expected that’s for sure!
M appreciate you writing this :)

[Network Slayer @network_slayer1]

@Zimo0o0 @BitcoinRachy Nice to see an intelligent and pragmatic response for a change. 👌🏻

[Network Slayer @network_slayer1]

@ColeGarnersTake @DeployFinance @jlabsdigital Pretty buggy still it seems.

[Network Slayer @network_slayer1]

@DeployFinance sort the basics…. Hello@ bounces. No support routes, and failing app. :(

[Network Slayer @network_slayer1]

@martypartymusic Hasn’t aged well 🤣

[Network Slayer @network_slayer1]

@martypartymusic Thanks for what you do in this space @martypartymusic

[Network Slayer @network_slayer1]

On the back of this excellent post by @Asymmetry_X I think the real question is what what does everyone think the best metrics, values, ratios, events and concerns are to best bear, base and bull target for 2025 predictions?

[Asymmetry @Asymmetry_X]

🚨$MSTR 2025 Price Target

I'll take a stab.

$21.1B of 21/21 ($42B) plan used so far

Predicted BTC purchases remainder of 2025
$4.3B remaining Equity from 21/21
$18B remaining Fixed Income from 21/21
$22.3B total

Assuming avg BTC price $125k for $22.3B in purchases:
178,400 BTC additional added

(This is bear case, I personally think they complete 21/21 plan and announce additional capital plan before EOY)

Current BTC: 471,107
Current BTC price: $96k
Current BTC stockpile: $45B
Cost basis: $30.4B or $64,511 per BTC
BTC gain: $15B

2025 EOY BTC: 650,000
2025 EOY BTC price: $200k
2025 EOY BTC stockpile: $130B
2025 EOY cost basis: $52.7B or $81,077 per BTC
2025 EOY BTC gain: $77B

Considering majority of purchases will be fixed income and not equity, majority of this gain is true gain (not dilutive).

But to be conservative, let's round down to $60B BTC gain

25x (avg S&P500 PE 30x) mBTC gain: $1.5T

Share price: $6000

@saylor @werkman @PunterJeff @nithusezni @btc_overflow @TimKotzman @Z06Z07