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Soleil has skin in the game. $250k capital loss booked on $MSTR shares. Cost basis $350. Sold sub $100. Losing three to five thousand dollars a week on covered call premiums trying to stay afloat. And he is still here. Still bullish. Still running the math every single week. That is not blind faith. That is conviction forged in actual pain. The most credible bulls are the ones who are hurting the most and haven't changed their thesis. Nithu Sezni

Soleil has skin in the game. $250k capital loss booked on $MSTR shares. Cost basis $350. Sold sub $100. Losing three to five thousand dollars a week on covered call premiums trying to stay afloat. And he is still here. Still bullish. Still running the math every single week. That is not blind faith. That is conviction forged in actual pain. The most credible bulls are the ones who are hurting the most and haven't changed their thesis. Nithu Sezni

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$MSTR just made a statement that changes everything. No more convertible debt. Ever. Phong said it verbatim on the earnings call. They're not just stopping new converts. They're buying back the existing ones and wiping them off the balance sheet completely. Because $STRC has been so successful they no longer need them. The new capital structure is already winning. Dan Hillery

$MSTR just made a statement that changes everything. No more convertible debt. Ever. Phong said it verbatim on the earnings call. They're not just stopping new converts. They're buying back the existing ones and wiping them off the balance sheet completely. Because $STRC has been so successful they no longer need them. The new capital structure is already winning. Dan Hillery

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Fidelity ran the math on miner incentives. For miners to stay incentivized, $BTC needs to be around $370,000 between 2028 and 2032. That is not a price prediction. That is what the economics of the network require. The security of $BTC depends on miners being profitable. Miners being profitable depends on the price. The price has to go there for the network to function. That is not hopium. That is math. Sam Callahan

Fidelity ran the math on miner incentives. For miners to stay incentivized, $BTC needs to be around $370,000 between 2028 and 2032. That is not a price prediction. That is what the economics of the network require. The security of $BTC depends on miners being profitable. Miners being profitable depends on the price. The price has to go there for the network to function. That is not hopium. That is math. Sam Callahan

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85,148 просмотров • 3 дней назад

Most people saw $MSTR sell $1 billion of $BTC and panicked. They missed the entire point. Sell the high-cost $BTC. Book the tax loss. Then buy back $1.25 billion a week later. You just harvested a massive tax asset and ended up with more $BTC. This isn't distress. It's financial engineering at the highest level. Grain of Salt

Most people saw $MSTR sell $1 billion of $BTC and panicked. They missed the entire point. Sell the high-cost $BTC. Book the tax loss. Then buy back $1.25 billion a week later. You just harvested a massive tax asset and ended up with more $BTC. This isn't distress. It's financial engineering at the highest level. Grain of Salt

True North Clips

35,573 просмотров • 1 месяц назад

In November 2022 $MSTR had 30% more debt than assets. Everyone said they were going bankrupt. Today they have $6.7 billion of debt against $51 billion of capital. That is a 10% leverage ratio. Same company. Same bet. Completely different balance sheet. The bears are comparing 2026 to 2022. The math says that comparison is absurd. Jeff Walton

In November 2022 $MSTR had 30% more debt than assets. Everyone said they were going bankrupt. Today they have $6.7 billion of debt against $51 billion of capital. That is a 10% leverage ratio. Same company. Same bet. Completely different balance sheet. The bears are comparing 2026 to 2022. The math says that comparison is absurd. Jeff Walton

True North Clips

18,546 просмотров • 1 месяц назад

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