Pepperoni Software (@pepperonisoft) 's Twitter Profile
Pepperoni Software

@pepperonisoft

Matthew Monkan, CEO at Pepperoni Software

ID: 17180415

linkhttps://pepperonisoft.com calendar_today05-11-2008 03:38:33

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Financelot (@financelancelot) 's Twitter Profile Photo

Saylor's cost average is $78K because he literally bought at any price 5 yrs worth of buying to produce only an 8% return with a $BTC price that has just started rolling over What happens when $BTC hits $21K? Where's the "Strategy" here? Should have renamed $MSTR to Tragedy

Doctor Profit 🇨🇭 (@drprofitcrypto) 's Twitter Profile Photo

#Bitcoin: The market is not pumping because its bullish, its pumping because the mass needs to be bullish again! Means, more liquiditity is generated in the downside. Give the market 1-2 weeks of some green, and all turn bullish again. Thats when the next leg down starts

Doctor Profit 🇨🇭 (@drprofitcrypto) 's Twitter Profile Photo

#Bitcoin: After two straight months of bull liquidations and constant downside move, markets show the bulls some mercy and punish the late shorts. This is just another trap before the next and bigger leg down

Leshka.eth ⛩ (@leshka_eth) 's Twitter Profile Photo

🚨BREAKING: Yesterday Strategy moved $351M in $BTC to Fidelity omnibus custody Omnibus = pooled with other clients This is how you hide massive sells They stopped buying. Now moving coins Connect the dots

🚨BREAKING:

Yesterday Strategy moved $351M in $BTC to Fidelity omnibus custody

Omnibus = pooled with other clients

This is how you hide massive sells

They stopped buying. Now moving coins

Connect the dots
Trung Phan (@trungtphan) 's Twitter Profile Photo

Just finished simultaneously watching “Margin Call”, “The Big Short”, “Wall Street” and “The Wolf of Wall Street”. It was the single greatest (and most efficient) cinematic experience of my life. Highly recommend.

junkbondinvestor (@junkbondinvest) 's Twitter Profile Photo

Is $MSTR quietly becoming a distressed credit story? > $736M/year in PF preferred dividends > 2029 converts at 83 cents (~375 bps) > Stock at NAV > $STRD trading at steep discount (~77 cents / 13%) Sell BTC and kill the thesis, or cut the preferreds and save cash Broke down

Is $MSTR quietly becoming a distressed credit story?

> $736M/year in PF preferred dividends
> 2029 converts at 83 cents (~375 bps)
> Stock at NAV
> $STRD trading at steep discount (~77 cents / 13%)

Sell BTC and kill the thesis, or cut the preferreds and save cash

Broke down
Cure 8 (@standing5033) 's Twitter Profile Photo

Michael Saylor Can’t wait till it’s 14%… 25 bps isn’t restoring par. You fell in love with a dumb idea and called it your iPhone. Don’t you see how delusional that is?

Peter Schiff (@peterschiff) 's Twitter Profile Photo

So $MSTR's new business model is to sell stock to raise cash, then use that cash to buy Treasuries that yield about 4% to fund the issuance of debt and preferred stock at a cost of 8%–10%. How much longer will investors pretend this is a viable business just to gamble on Bitcoin?