This is something to keep paying attention to as #Bitcoin moves and $IBIT options open. $MSTR likely provides the greatest outsized wealth building opportunity in the space this cycle. This will surprise very few on here but most people will miss the opportunity completely.

Interesting context to what hyperscalers are looking for. Appears they want sites with scale available within 3 years. 👀 $CIFR #Bitcoin #BTC

AI/HPC hybrid #Bitcoin miners are strongly on the move today. The market may be starting to believe… #BTC

Working on a "New Nasdaq 100" style tracker based on the SP500 tracking that Jeff has been keeping everyone updated with daily. Here is phase 1, which includes the potential capital to flow into $MSTR based on the AUM of some funds. Current MSTR Rank: 93 QQQ Flows:

Correction to the cash flow figures in this post (makes $MSTR position WAY better). Cash flow from operations in the 10-Q includes the interest expense they already paid. So that needs to be added back and really MSTR's cash flow improves significantly from the below.

$MSTR mNAV Calculation This metric is always a moving target, so I updated it with the latest convertible offering and the extinguishment of the secured notes. Current mNAV: 2.58x

$MSTR FASB Gain per Share Estimate - 9/27/2024

Had a few questions about the $MSTR Class B Common Stock. Really the primary difference here is that Class B shares have 10x voting rights (10 votes for every 1 share). However, if he were to convert the shares to Class A common stock, they convert over 1:1 (1 share of Class A

$MSTR Nasdaq 100 Tracking - 9/27/2024 Today MSTR climbed 2 spots and would currently sit at spot #91 in the Nasdaq 100. At their current standing they would receive ~$427.9M of new inflows from the top 3 Nasdaq 100 funds due to their weighting in the index (QQQ, QQQM, TQQQ).

Quarterly close today, so I view all price action today as noise. Tomorrow we start a new era, make sure you are positioned accordingly. $MSTR #Bitcoin #BTC