SUPERBITCOINIZATION IS ALREADY HERE “Normal” inflation is 2% per year. Or roughly 0.2% per month. And hyperinflation is 50% per month. So, we aren’t there yet. It’s all fine! But is it? What if we define something in between? Call it superinflation. Say superinflation is 5% per

I’m curious what investors reviewed before subscribing for $700M.

Interestingly, $MSTY has outperformed $MSTR since Nov. 20 (or even from Nov.18), on a total returns basis (dividends reinvested). Almost a 6-month period. Don't think many people realize this because they tend to only look at the change/recovery in price of each stock.

My guess is Adam Back has done some math, leading him to conclude $MSTY might outperform $MSTR, with dividends reinvested. The power of compounding I guess.

Why would the mNAV of $MSTR “run” if they turned off the ATM? i.e., largely stopped buying #bitcoin. This makes no sense to me. Explain to me like I’m a golden retriever. Who’s buying the bitcoin-accumulator-company if it stops accumulating bitcoin?

Sunday #bitcoin vibes

Feels like we’re conducting international relations over here. Americans buying up $MTPLF during US hours, then our Japanese comrades pick up the load with 3350.T. Dylan LeClair is going to win a Nobel Peace Prize.

Kind of hilarious that Fred pasted digital tweets into a book about a digital asset, then sold the physical version for $300. 😂

Wow. The number 2 company, Nippon Telegraph and Telephone, has a market cap that is ~$90B USD larger than MetaPlanet's market cap. 🤯 Great volume for selling more shares to buy BTC. $MTPLF

If any #bitcoin treasury company trades under an mNAV of 1, Strategy or another co. that trades at a higher premium should buy it for all stock consideration. Similar to the ATM, but more accretive as they would acquire the BTC at a discount to the market price.

Wat

We’re at the point where a public company can buy hundreds of millions in BTC, but bitcoiners will ridicule the CEO for not fully porting. 😂 $GME

POR, in this form, tells you X number of BTC exist at this address. Nothing more. Should Jack live stream sending sats from each of 21’s addresses? If he does, how do we know who else controls the private keys? How are they secured? You can always just buy bitcoin. 🤷‍♂️

$MSTR IV is at 58. Would CBs on relatively unattractive terms be better than little leverage and low vol? Would BTC buys via CBs with bad terms still be more accretive than BTC buys via mostly the common ATM? What do y’all think the team is thinking here? Waiting on BTC price

Assuming $MSTR is selling $STRK ATM today, this is exactly what they should be doing any time the price rises to any degree above the $100 liquidation preference. An investor should buy $STRK with the expectation that this will occur repeatedly.

The money must be debased for the foreseeable future. Bitcoin, as the hardest fixed supply asset with the strongest monetary properties, is compounding at 80% over the past decade. And you’re going to sell it because the price crossed some line you drew on Trading View? Soft!

The LA riots and LA fires remind me of Michael Saylor's talks on the challenge of storing value over 100 years or 1000 years. If we zoom out on the timeline, many "safe" stores of value become worthless. The necessity of holding some of your wealth in #bitcoin will be obvious.