There's an old adage when the market takes a hit, "sell what you can sell." Bitcoin trades 24/7. Bitcoin is tremendously resilient. It won't be...
True, but a currency is only useful if others accept it. Teslas still have value (as a form of transportation) even if the Chinese cars are...
It might say something about the importance of the network effect. The extra 3% wouldn't mean much if nobody accepted your token for payment.
China can turn off these payment methods for those that don't toe the party line. Bitcoin is censorship resistant and permissionless.
I enjoyed that podcast quite a lot. You can learn a lot from successful folks. Thanks for posting.
Nov 29 to Apr 30 is 5 months.
Price or NAV plots often don't include dividends (Yahoo!Finance price plots, for instance). The YieldMax website specifically says "performance,"...
I disagree. Intuitively, both lower upside and less downside should give MSTY a lower beta and a lower standard deviation of returns than MSTR. If...
My view is that MSTY is just a watered down version of MSTR. It will underperform when MSTR goes up (because of the written calls), and it will...
Trying to get a handle on what CEP is worth. Any idea, or just playing the asymmetric payoff related to bitcoin exposure? Contemplating dipping my...
There's only one Michael Saylor. He's so reliable, always does what he says he's going to do with respect to bitcoin. Don't you worry that GME is...
It's only a double bottom if it rebounds off 79k. Not so sure it's ready to go back up.
The network effect wouldn't have happened if bitcoin's supply wasn't limited. It's one of many core features valued by the market. Given the...
Why would you assume their convertible bond deals would disappear? Are you assuming Exxon's ability to sell oil will disappear? Selling...
You said it would drop to 1 if Europe pensions could directly invest in crypto. It shouldn’t drop to 1 if MSTR can continue issuing the...
MSTR's mNAV should be > 1 as long as MSTR can issue convertible debt at 0% with a conversion price set at an mNAV > 1 (the most recent issuance...
No. According to data from CoinKickoff, between 2013 and 2022, at least 2,383 cryptocurrencies have "failed" meaning their value essentially went...
It's the evangelicals that have made the most $ profit. Microstrategy is up over $14 billion on its bitcoin holdings. johnarb's initial MSTR call...
Less than 0.2%.
Staying between 90k and 95k for years implies loss of buying power. The idea is to maintain or increase buying power in a world where governments...
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