Ragnar
@RoaringRagnar • 14,008 subscribers
Building with AI. Focused on Bitcoin, AI, robots, and psychedelics. Turning $10M into $100M to fund psychedelic healing. Weekly minidosing in nature. 🌿
Shorts
Videos
Saylor on what he will do if $MSTR mNAV falls below 1. Few truly grasp this. Bookmark it and watch it multiple times.
Ragnar261,482 görüntüleme • 1 yıl önce
Michael Saylor explains Strategy‘s current capital raising framework: + don‘t sell STRC below $100 (so no ATM at $99.99 or below) + sell STRF when the cost of capital is ~8% (but not 11%) + important: they have the option to do nothing, and simply wait + they simply react to the market, minute by minute + they can sell $1M/day, $10M/day, $100M/day, $1B/day, it‘s perfectly flexible and scalable It‘s a must watch if you want to understand Strategy‘s business model.
Ragnar55,449 görüntüleme • 4 ay önce
💥 Michael Saylor on the Hard Truth of Public Markets: Out of all U.S. public companies: — Only 15% beat the S&P — Just 12% have real liquidity — Only 8% have options markets — A staggering 96% underperform T-bills “All the wealth comes from just 4% of companies.” Brutal.
Ragnar92,953 görüntüleme • 1 yıl önce
Michael Saylor's masterclass on Strategy's new Digital Credit Rocketship. This is a must-watch. Bookmark it.
Ragnar44,650 görüntüleme • 6 ay önce
Saylor (Michael Saylor) on mNAV expansion: “If we want mNAV of 4, 5, 6, or 8, we need to develop the credit markets.” But make no mistake—“MSTR common equity is the principle metric for shareholder value creation.” “The goal is to maximize the price of $MSTR. That’s how we define winning.”
Ragnar67,171 görüntüleme • 1 yıl önce
🔥 Here's Michael Saylor's masterclass explaining the “Bitcoin Reactor”: “MSTR isn’t just a stock—it’s a volatility engine.” By harnessing high volatility, “you can generate a 103% simple annualized yield by selling at-the-money calls.” “If you’re smart, you take that fire and build a reactor. A crypto power plant that runs for decades.” Bookmark this. You will want to revisit it regularly.
Ragnar23,715 görüntüleme • 1 yıl önce
Here's Michael Saylor's masterclass on mNAV: “The goal is to drive $MSTR to the max… we want mNAV to go up, not down. We’re never acting to hammer it down.” He’s balancing short-term BTC Yield with long-term value creation: "90% of the gain comes over the 10 year period that follows the transaction." To support mNAV, Strategy will: → Maximize intelligent leverage through $STRK, $STRF, and future instruments → Tap into capital from Japan, Europe & beyond → Design new securities for global investors with different risk/yield profiles This isn’t short-term thinking—this is how you build a generational Bitcoin reactor.
Ragnar21,377 görüntüleme • 1 yıl önce
Daha fazla içerik yok.