RyGuyyyyy

Just a (Ry) guy.

[RyGuyyyyy @RGuyyyyy]

@leadlagreport Do. not. relent.

[RyGuyyyyy @RGuyyyyy]

@piovincenzo_ Wouldn’t that make it Mag 8?

[RyGuyyyyy @RGuyyyyy]

@MainahGirl @shiralazar They closed down a significant portion of NYC while simultaneous messaging already announced from the Mayor to tell over 5,000,000 people to keep their air conditioning at 78 degrees to ride out the heat wave for the good of the people.

Is this how ordinary people do weddings?

[RyGuyyyyy @RGuyyyyy]

@zerohedge Where we at today? Is bad news good news?

[RyGuyyyyy @RGuyyyyy]

@BTCoptioneer Not sure who came up with “Treasury Company.”

Dangerously misleading.

The US Treasury issues debt in a currency it controls. MSTR issues obligations in a currency it must acquire.

The US Treasury’s “reserve” is the ability to tax and print. MSTR can do neither…

[RyGuyyyyy @RGuyyyyy]

@BenJustman Ok not seeing much outside of emotion here.

BTC up = good. BTC down and for long = bad.

Today’s news is about handling liabilities and you can handle them better when up and more narrowly when down. That part did not change except for putting the obvious in writing.

[RyGuyyyyy @RGuyyyyy]

@BenjaminStongMD @Strategy @saylor Not disputing the leverage point or the historical one.

[RyGuyyyyy @RGuyyyyy]

@BenjaminStongMD @Strategy @saylor It is true. And insolvency isn’t the near term bear case. Equity destruction is. $51B BTC vs $15.5B debt = solvent. Not disputing that.

[RyGuyyyyy @RGuyyyyy]

@BenjaminStongMD @Strategy @saylor BTC going up fixes everything” is exactly right & it’s the whole ballgame. Everything else (cash reserves, accretive preferred buybacks) is either irrelevant by BTC rising or made impossible by BTC falling. There’s no version where cash management
alone saves it. BTC is it. GL.

[RyGuyyyyy @RGuyyyyy]

@BenjaminStongMD @Strategy @saylor I don’t think they sell either. Just putting it out there that outside a BTC bump, that is the thing that’s actually the most accretive to the equity holders at the moment. A BTC spike or dip changes that in either direction.

[RyGuyyyyy @RGuyyyyy]

@BenjaminStongMD @Strategy @saylor Short of selling the company at a premium to its current shareholders which would take time to execute, that may very well be accurate.

Wait for a catalyst and don’t be a negative one.

[RyGuyyyyy @RGuyyyyy]

@squabard Agreed. But then what makes it a better or different investment than BTC itself?

[RyGuyyyyy @RGuyyyyy]

This is the way IF you believe in long term BTC value.

[Giovanni Incasa @GiovanniIncasa]

You can be short $MSTR and long $BTC.

I do.

[RyGuyyyyy @RGuyyyyy]

@OffshoreHODL @saylor Like this one? What did this one accomplish?

[Michael Saylor @saylor]

Working ₿etter.

[RyGuyyyyy @RGuyyyyy]

@Truenorthclips You’re completely leaving out the current primary source of distress which is the ~$9 billion of preferred stock (STRC, STRK, STRD, etc.) that carries ~$1.2B/year in mandatory cash dividends.

Carry on.

[RyGuyyyyy @RGuyyyyy]

@Jhy256 This is very long. But I think you are paying Saylor is running out of moves that actually help his stock go up without BTC rising on its own in the near future. Which if so, is correct.

[RyGuyyyyy @RGuyyyyy]

@altols Your friend is wrong but they could crash themselves and BTC will move on.

[RyGuyyyyy @RGuyyyyy]

@BitPaine Maybe it makes people out there jealous but not sure about that.

But one thing it doesn’t do is make the stock go up (or down).

[RyGuyyyyy @RGuyyyyy]

@camelfinance This strategy doesn’t generate proceeds, it consumes them.

[RyGuyyyyy @RGuyyyyy]

@thepowerfulHRV It is more logical to crack future valuation MSTR than BTC, correct.