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Today is the 2nd day ever that BTC traded for $74k. The only other day was November 6, 2024.
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mNAV tends to 0.79 in the long run
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You can get 53% bitcoin yield on your MSTR shares right now if you sell them for bitcoin. Not financial advice.
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I donβt know how things will evolve when we become interplanetary, but before that, the values of all other things will tend to decrease at a non-negligible rate such that on a long enough time frame other asset classes will be negligibly small.
We might become interplanetary before this time, but Iβm optimistic Bitcoin will adapt to be work at larger distances.
18 Aug 2025
I love the βEverything divided by 21 millionβ meme because it gets people thinking about Bitcoin as the denominator.
But to be clear, all global (and interplanetary?) value will NOT be stored in Bitcoin. Just like all value was never stored in gold or in fiat.
Bitcoin IS the new measuring stick. And that is plenty.
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Beau Breedlove π’ π’ π’ π’ retweeted
22 Jul 2025
Friendly reminder that stocks HAVE NOT hit an all-time high...they've been in a perpetual bear market PRICED IN BITCOIN.
S&P 500 (priced in βΏ):
β’ 1 Year: β35.81%
β’ 5 Year: β84.64%
β’ 10 Year: β99.31%
Nasdaq 100 (priced in βΏ):
β’ 1 Year: β34.08%
β’ 5 Year: β83.08%
β’ 10 Year: β98.84%
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Beau Breedlove π’ π’ π’ π’ retweeted
22 Jul 2025
It's kind of sad seeing so many Bitcoiners commenting their favourite Treasury Company Ticker (which is probably down 50% from the highs at this stage), hoping someone will tell them has hit escape velocity.
It hasn't, and we've seen this behaviour before...in shitcoins.
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When God said βlet there be lightβ was He vibe coding?
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Budget neutral way to acquire bitcoin:
1. Issue bitcoin backed by mortgages at sub prime rates and high LTV
2. Crash the housing market
3. Repossess the Bitcoin
After significant studying, and in keeping with President Trumpβs vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage.
SO ORDERED
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Bitcoin isnβt so much the hurdle rate as it is the unit of account.
Bitcoin obsoletes the term βhurdle rateβ.
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Whether you agree with lending or not, @saylor is trying to offer a product, $STRF, which uses bitcoinβs appreciation rate to generate a steady 10% APY while @jackmallers is trying to offer a lending product that has APR < 10%.
They canβt both succeed and be risk free.
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@jackmallers, (rhetorically, and respectfully) why would anyone lend you money at less than 10% when they could just buy $STRF?
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This whole core / knots situation has me thinking I should download the repo, review the code, and think through the scenarios myself.
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$MSTR is laying stepping stones for legacy finance to find its way to Bitcoin, but some bitcoiners are stumbling backwards onto them.
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βMSTR will be the biggest company in the world some dayβ
You realize the biggest company in the world today is worth 33,000,000 BTC?
Do you want to own a company worth more than 21M BTC?
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Beau Breedlove π’ π’ π’ π’ retweeted
6 Jun 2025
Gunna be fun when all the bitcoin treasury companies collectively own more than 21 million bitcoins
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Beau Breedlove π’ π’ π’ π’ retweeted
21 May 2025
Buy BTC...it's a 2x play on MSTR! π
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Unpopular opinion: the best thing the USG can do with regards to the SBR is keep saying theyβre about to stack a ton of #bitcoin but never do it.
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Like Terra / Luna and FTX, MSTRβs mNAV will eventually fall back to 1.
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