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1% sats / share per day MSTR yield accretion? We analyze the extraordinary last 30 days

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Fred Krueger

245,277 subscribers

55,406 просмотров • 1 год назад •via X (Twitter)

Наука и технологииФинансы
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Комментарии: 10

Фото профиля Jeff Walton
Jeff Walton1 год назад

Kǔh-pitcħ-yöu-lay-shǔn

Фото профиля Nigam Arora
Nigam Arora1 год назад

HOW MUCH WEALTH COULD YOU GENERATE IF YOU COULD FOLLOW THE MOST ACCURATE STOCK MARKET ANALYSIS? Over 100 million page views of Arora Calls. Unique proven ZYX method.

Фото профиля Alex 👽
Alex 👽1 год назад

When the market moves sideways or consolidates, MSTR will decline. Once the next leg up comes, it will shoot up again.

Фото профиля ubeenfranked
ubeenfranked1 год назад

We’ve been telling you, Fred. You’ve been such a koala bear on MSTR. Despite also saying you own it. But just a small size.

Фото профиля Aeraryum
Aeraryum1 год назад

Sats per share gone up significantly recently

Фото профиля SmackemupB
SmackemupB1 год назад

$mstr exploiting the glitch and sending it!

Фото профиля FF2K..Unit of account Maxi
FF2K..Unit of account Maxi1 год назад

If Saylor sells the equity down 1x bitcoin treasury and Bitcoin is worth around 100k still, what’s a share of MsTR worth?

Фото профиля BtcHornet
BtcHornet1 год назад

Bruh your .5 font spreadsheets are killing me .

Фото профиля Humphrey ₿ogart
Humphrey ₿ogart1 год назад

how many shares?

Фото профиля Jackson D. Carson
Jackson D. Carson1 год назад

Good to see you in the #MSTR train, Fred. 🙌

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JUST IN: Strategy CEO Phong Le tells CNBC they may sell BTC over equity to increase "bitcoin per share" 👀 "We will sell our bitcoin to pay the yield where it's accretive to our shareholders. And that's defined as accretive to bitcoin per share." $MSTR

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These things really are just ridiculous..... 2 machines 1200t per day over last 4 days from 0.5 to 1% loss depending on frost and straw where lodged. They Just eat. Logistics is the hard part but we are coping
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Broden holland

53,521 просмотров • 1 год назад

MSTR from $149 to $14,368 dollars per share is BEARISH. Assumptions: $2B/month preferred issuance (they're already doing this) 11.5% preferred cost (they never lower the rate, lol) 30% BTC CAGR (power law CAGR) 1.32x CEBE mNAV (multiple NEVER expands) Also, they NEVER issue common stock MSTR to buy more Bitcoin. Start today: 843,738 BTC 573,757 common equity BTC 163,144 CEBE sats/share $158.97 implied price Year 14: 2,064,691 BTC 1,942,234 common equity BTC 374,504 CEBE sats/share $14,368.51 implied price That is 90.4x in the model. Preferred balance goes from $15.5B to $351.5B. Senior claims fall from 270K BTC to 122K BTC. Claim ratio falls from 32.0% to 5.9%. This means they have so much room to issue more credit given this Bitcoin growth rate. Common equity BTC rises by 1.37M BTC. CEBE sats/share rise 129.6%. Shares rise 47.5%. If the Bitcoin treasury compounds faster than the fiat claims, the capital structure becomes a machine that transfers residual Bitcoin exposure back to common equity. This is Ownership Acceleration. CEBE is the scoreboard. Bullish Strategy. See you in 2040:
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MSTR from $149 to $14,368 dollars per share is BEARISH. Assumptions: $2B/month preferred issuance (they're already doing this) 11.5% preferred cost (they never lower the rate, lol) 30% BTC CAGR (power law CAGR) 1.32x CEBE mNAV (multiple NEVER expands) Also, they NEVER issue common stock MSTR to buy more Bitcoin. Start today: 843,738 BTC 573,757 common equity BTC 163,144 CEBE sats/share $158.97 implied price Year 14: 2,064,691 BTC 1,942,234 common equity BTC 374,504 CEBE sats/share $14,368.51 implied price That is 90.4x in the model. Preferred balance goes from $15.5B to $351.5B. Senior claims fall from 270K BTC to 122K BTC. Claim ratio falls from 32.0% to 5.9%. This means they have so much room to issue more credit given this Bitcoin growth rate. Common equity BTC rises by 1.37M BTC. CEBE sats/share rise 129.6%. Shares rise 47.5%. If the Bitcoin treasury compounds faster than the fiat claims, the capital structure becomes a machine that transfers residual Bitcoin exposure back to common equity. This is Ownership Acceleration. CEBE is the scoreboard. Bullish Strategy. See you in 2040:

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Wealth Squad Chris

597,186 просмотров • 1 год назад

500 days in hell. 500 days too long. We will not rest until Every Last Hostage Is Home. Share this.
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500 days in hell. 500 days too long. We will not rest until Every Last Hostage Is Home. Share this.

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94,918 просмотров • 1 год назад

🚀WHAT PRICE WILL MSTR BE AT $1 MILLION BITCOIN?🚀 I handicapped the absolute hell out of this model. Bitcoin rises from $65,993 to $1,000,000 over 8 full years. The entire STR preferred stack remains at a 12% dividend rate for all 96 months. The rate never declines. MSTR common stock is issued to fund every dollar of dividends, so shareholders absorb the dilution. No additional debt is added. No MSTR is sold at a premium to acquire Bitcoin... EVER. mNAV is only permitted to rise modestly as STRC scales. Strategy has already raised approximately $16.4 billion in 2026 through July 19, a roughly $29.9 billion annualized pace. Yet these scenarios allow only $0 to $6 billion of annual STRC issuance: $0/month - no STRC ever issued | 1.023× mNAV | $2,100 MSTR | 21.08× return | 1.39× Bitcoin’s multiple (+39%) $100M/month | $1.2B/year, 4% of current pace | 1.10× mNAV | $2,292 MSTR | 23.01× | 1.52× Bitcoin (+52%) $200M/month | $2.4B/year, 8% of pace | 1.20× mNAV | $2,540 MSTR | 25.50× | 1.68× Bitcoin (+68%) $300M/month | $3.6B/year, 12% of pace | 1.30× mNAV | $2,796 MSTR | 28.07× | 1.85× Bitcoin (+85%) $400M/month | $4.8B/year, 16% of pace | 1.40× mNAV | $3,060 MSTR | 30.73× | 2.03× Bitcoin (+103%) $500M/month | $6B/year, 20% of pace | 1.50× mNAV | $3,333 MSTR | 33.47× | 2.21× Bitcoin (+121%) Bitcoin itself returns 15.15×. The most important result is the first one. With zero new STRC issuance and absolutely zero mNAV expansion, MSTR still reaches approximately $2,100 and outperforms Bitcoin. Stock Multiple = BTC Multiple × CEBE Sats/Share Multiple × CEBE mNAV Multiple 15.15× BTC appreciation × 1.39× CEBE sats/share accretion × 1.00× mNAV change = 21.08× MSTR. The amplification is already embedded in the balance sheet. The market does not need to award MSTR a higher valuation multiple for it to work. Even in the $500M monthly STRC scenario, Strategy finishes with only 987,098 Bitcoin. Yes, the $3,333 model example includes a scenario where they fail to reach 1 million BTC in the next 8 years. If Bitcoin goes up... the machine works:
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