Mark Havey

Investor | Engineering and Finance background | $BTC $MSTR $TSLA $STRC | Views are my own and not financial advice

[Mark Harvey @thepowerfulHRV]

Buying leveraged Bitcoin exposure ($MSTR) at the bottom of a BTC bear market is hard, but my bet is that it will pay off big as BTC recovers.

[Mark Harvey @thepowerfulHRV]

$MSTR $104.20 is a gift.

[Mark Harvey @thepowerfulHRV]

You can buy Bitcoin at a 53% discount to its power-law price today, with a 62% CAGR to its projected 2030 power-law price.

This is a generational buying opportunity, IMO.

[Mark Havey @thepowerfulHAR]

$MSTR $104.20 is a gift.

[Mark Havey @thepowerfulHAR]

You can buy Bitcoin at a 53% discount to its power-law price today, with a 62% CAGR to its projected 2030 power-law price. This is a generational buying opportunity, IMO.

[Mark Havey @thepowerfulHAR]

Bitcoin is 53% below its power-law predicted price of $136,300. The power law projects Bitcoin to reach $430K within four years, implying a 62% compound annual growth over that period. 62%.

[Mark Havey @thepowerfulHAR]

$MSTR is approaching a new 52-week low 

[Mark Havey @thepowerfulHAR]

Paying 11.5% for $STRC may sound high, but it is actually not as expensive as it sounds. That’s because $STRC is a *perpetual* preferred stock, meaning the principal never has to be repaid.

[Mark Havey @thepowerfulHAR]

$MSTR has $54B of Bitcoin and a $39B market cap. Just imagine what will happen when those bitcoins go back up!

[Mark Havey @thepowerfulHAR]

This is BEFORE the massive waves of insider selling that will occur through January.

[Mark Havey @thepowerfulHAR]

I bought a share of $MSTR today.

[Mark Havey @thepowerfulHAR]

Worth to read

[Parker Lewis @parkeralewis]

If you haven't rabbit holed bitcoin at a first principle level and instead relied on CNBC interviews and YouTube videos, I'd suggest doing so. Know what your opportunity cost really is before you put it at risk. Even if you have, get back to the basics.
https://t.co/VMToEi60zR

[Mark Havey @thepowerfulHAR]

The viability of $STRC will look obvious once Bitcoin goes back up.

[Mark Havey @thepowerfulHAR]

$STRC $100 is not a “peg”, it is the price at which Strategy issues more shares to buy additional bitcoin. When $STRC trades below par, nothing happens, but the yield gets more attractive. Strategy is not “borrowing” money when it issues $STRC. In fact, it will never have to pay

[Mark Havey @thepowerfulHAR]

$STRC near zero is unlikely in the near term.

However, since Strategy has the cash/bitcoin to easily pay the dividend, it will likely trade at par again.

In the meantime, volatility creates incredible entry points.

$88.59 is a gift.

[Stephan Livera @stephanlivera]

Bitcoin's growing on a power law, it'll be the fastest growing asset class for the next 10 years.

Individual stocks could potentially beat it, but it's very unlikely that another asset class beats it.

[Michael Saylor @saylor]

Looks better with more dots.

[Mark Havey @thepowerfulHAR]

Off to get married. No more charts for a while. My models suggest Bitcoin will be $137,135.02 when I return to my desk in July.

[Mark Havey @thepowerfulHAR]

A great day for $SATA on its first day of daily dividends. The average tracker estimates that the ATM purchased 91 bitcoins today.

[Strategy @Strategy]

Semi-monthly dividends on $STRC start now. The first record date under the new cadence is June 30.