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Eventually, this market will place a 10-20x EBITDA multiple on $MSTR and $MTPLF Until then, enjoy the asymmetry

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Cris Reed || Bitcoin Mindset

24,261 subscribers

30,493 görüntüleme • 1 yıl önce •via X (Twitter)

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0₿1 yıl önce

@BitcoinPierre The company doesn’t have EBITDA 😩😩

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Cris 知能指数801 yıl önce

@BitcoinPierre Yea they don’t create any shareholder value Glad the majority still doesn’t get it

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₿roodloper1 yıl önce

@BitcoinPierre The fuse is burning

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Major Max Bitcoin1 yıl önce

@BitcoinPierre Volatility is Vitality!

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BTCStrategy1 yıl önce

@BitcoinPierre I think this multiple takes place once they sit at/near the top of the indices due to Bitcoin rising and their BTC holdings increasing. 2-3 years - tradfi and Wall Street begin to realize where $MSTR is going.

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Risk on??!!! Rapid fire, 25 minute video from macroeconomics, market with $SPY $QQQ $IWM $ARKK, to #Bitcoin #Ethereum $MSTR $COIN and the miners including $IREN $CLSK $MARA $CIFR $WULF $BTBT $RIOT $HUT $CORZ $BTDR $BITF, and ending with some thoughts on $SBET and $MTPLF!
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Risk on??!!! Rapid fire, 25 minute video from macroeconomics, market with $SPY $QQQ $IWM $ARKK, to #Bitcoin #Ethereum $MSTR $COIN and the miners including $IREN $CLSK $MARA $CIFR $WULF $BTBT $RIOT $HUT $CORZ $BTDR $BITF, and ending with some thoughts on $SBET and $MTPLF!

Cantonese Cat 🐱🐈

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Quant Bros Episode 10 ⚡️ Unpacking $MSTR and the Convertible Bond Market This was AN INCREDIBLE conversation with Richard Byworth ∞/21M digging into the nuances of the $MSTR Convertible Bond issuance, Product Operation & Pricing, Secondary Market Liquidity, Buyers Mentality, and Future Development of the Convertible Bonds. There are MANY LARGE SCALE realizations in this video. This is a must watch if you want to understand the nuance of the $MSTR trade, and where it can go. 00:00 Welcome 01:25 Richard Byworth ∞/21M background 06:25 Understanding Convertible Bonds (A Hybrid Product) 14:20 Unique dynamics of $MSTR's Convertible Bonds 22:58 CB Pricing Mechanisms and Market Liquidity 27:23 $MSTR Future Credit Default Swap market 29:14 Credit rating future of $MSTr convertible debt 31:20 Convertible Bond Secondary Market pricing 34:52 Depth and Appetite of Capital Pools 38:29 Leveragability of an Insurance Company Balance Sheet 41:08 Richard's view on NAV RV Trading & Expansion 44:10 Information Asymmetry of the NAV premium 49:28 Recent $MSTR 11/18/24 Convertible Bond impact on px 50:28 Convertible Bond Arb Desk Relativities
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Quant Bros Episode 10 ⚡️ Unpacking $MSTR and the Convertible Bond Market This was AN INCREDIBLE conversation with Richard Byworth ∞/21M digging into the nuances of the $MSTR Convertible Bond issuance, Product Operation & Pricing, Secondary Market Liquidity, Buyers Mentality, and Future Development of the Convertible Bonds. There are MANY LARGE SCALE realizations in this video. This is a must watch if you want to understand the nuance of the $MSTR trade, and where it can go. 00:00 Welcome 01:25 Richard Byworth ∞/21M background 06:25 Understanding Convertible Bonds (A Hybrid Product) 14:20 Unique dynamics of $MSTR's Convertible Bonds 22:58 CB Pricing Mechanisms and Market Liquidity 27:23 $MSTR Future Credit Default Swap market 29:14 Credit rating future of $MSTr convertible debt 31:20 Convertible Bond Secondary Market pricing 34:52 Depth and Appetite of Capital Pools 38:29 Leveragability of an Insurance Company Balance Sheet 41:08 Richard's view on NAV RV Trading & Expansion 44:10 Information Asymmetry of the NAV premium 49:28 Recent $MSTR 11/18/24 Convertible Bond impact on px 50:28 Convertible Bond Arb Desk Relativities

Jeff Walton

371,729 görüntüleme • 1 yıl önce

Saylor on what he will do if $MSTR mNAV falls below 1. Few truly grasp this. Bookmark it and watch it multiple times.
8:14

Saylor on what he will do if $MSTR mNAV falls below 1. Few truly grasp this. Bookmark it and watch it multiple times.

Ragnar

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This is an incredibly intelligent perspective on $MSTR and $BTC by Jordi Visser. The digital capital of the world is changing. Strategy is front running the transformation and Michael Saylor knows sellers will eventually exhaust. Jordi believes a major short squeeze is coming.
2:11

This is an incredibly intelligent perspective on $MSTR and $BTC by Jordi Visser. The digital capital of the world is changing. Strategy is front running the transformation and Michael Saylor knows sellers will eventually exhaust. Jordi believes a major short squeeze is coming.

The ₿itcoin Therapist

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🎧EARLY ACCESS🎧 Audio is now up on the big P, will be uploading to GWA on Sunday, but until then just enjoy this little teaser.
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🎧EARLY ACCESS🎧 Audio is now up on the big P, will be uploading to GWA on Sunday, but until then just enjoy this little teaser.

Badjhur

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WHY I AM MORE BULLISH THAN EVER ON MSTR In this presentation, I walk through why I’m more bullish than ever on MSTR, the halving, the synthetic halving, and the part that makes Bitcoin bears develop stress rashes: Strategy buying Bitcoin at a pace that outpaces the daily new supply. Then we hit the receipts, MSTR vs BTC returns, the DCA proof, and the compounding math that turns “responsible investing” into performance art. Bitcoin bears will watch this and immediately open a spreadsheet, whisper “valuation,” and then go back to clipping coupons in their emotional support 60/40 portfolio:
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WHY I AM MORE BULLISH THAN EVER ON MSTR In this presentation, I walk through why I’m more bullish than ever on MSTR, the halving, the synthetic halving, and the part that makes Bitcoin bears develop stress rashes: Strategy buying Bitcoin at a pace that outpaces the daily new supply. Then we hit the receipts, MSTR vs BTC returns, the DCA proof, and the compounding math that turns “responsible investing” into performance art. Bitcoin bears will watch this and immediately open a spreadsheet, whisper “valuation,” and then go back to clipping coupons in their emotional support 60/40 portfolio:

Adam Livingston

10,137 görüntüleme • 5 ay önce

Vinny Lingham on exactly how the MSTR empire could crash step by step "The moment MSTR trades at a discount he cannot raise more cash. He is locked out. He cannot sell MSTR. He cannot sell STRC. Then he starts running out of cash. Call it nine months, eight months, seven months" "The market prices this in well in advance. The biggest buyer of Bitcoin is being removed. People selling Bitcoin are going to push the price down" "There is a void that forms in the market. The person who has been providing liquidity for years is no longer providing it. The price of Bitcoin goes into a deeper bear market. And then he has to sell Bitcoin to pay the interest on the preferreds"
1:32

Vinny Lingham on exactly how the MSTR empire could crash step by step "The moment MSTR trades at a discount he cannot raise more cash. He is locked out. He cannot sell MSTR. He cannot sell STRC. Then he starts running out of cash. Call it nine months, eight months, seven months" "The market prices this in well in advance. The biggest buyer of Bitcoin is being removed. People selling Bitcoin are going to push the price down" "There is a void that forms in the market. The person who has been providing liquidity for years is no longer providing it. The price of Bitcoin goes into a deeper bear market. And then he has to sell Bitcoin to pay the interest on the preferreds"

Laura Shin

98,022 görüntüleme • 1 ay önce

You said you wanted a MSTR entry, the market gives you one and you dont make a move You ain’t built for the mission $380 - $420 MSTR is a fire sale
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You said you wanted a MSTR entry, the market gives you one and you dont make a move You ain’t built for the mission $380 - $420 MSTR is a fire sale

Wealth Squad Chris

90,375 görüntüleme • 1 yıl önce

We believe a major bust is coming. This market is being artificially propped up, and eventually the consequences of this rigged game will catch up, warns Gerald Celente Full interview: #stock #market #gold Daniela Cambone-Taub
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We believe a major bust is coming. This market is being artificially propped up, and eventually the consequences of this rigged game will catch up, warns Gerald Celente Full interview: #stock #market #gold Daniela Cambone-Taub

ITM Trading

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The Bitcoin Lightning market will be the place to be in Chiang Mai, Thailand, on November 1st and 2nd.
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The Bitcoin Lightning market will be the place to be in Chiang Mai, Thailand, on November 1st and 2nd.

Jimmy Kostro ⚡️

11,865 görüntüleme • 11 ay önce

🔥CAN MSTR STILL GO TO $1,000?🔥 Will all the emotions RUNNING HIGH... ...we must return to be grounded in MATHEMATICAL REALITY so we can be in touch with LOGIC and the DIVINE ETERNAL LOGOS of the EXISTENCE. These are 5 simple paths on how mathematically MSTR could go to $1,000... a lot of them require NO BITCOIN BULL MARKET! The BEARS will HATE THIS MATH:
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🔥CAN MSTR STILL GO TO $1,000?🔥 Will all the emotions RUNNING HIGH... ...we must return to be grounded in MATHEMATICAL REALITY so we can be in touch with LOGIC and the DIVINE ETERNAL LOGOS of the EXISTENCE. These are 5 simple paths on how mathematically MSTR could go to $1,000... a lot of them require NO BITCOIN BULL MARKET! The BEARS will HATE THIS MATH:

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The Income Show | Ep. 10 ft. Parker Our host Joe Burnett, MSBA chats with Parker White of Apyx on portfolio construction, Bitcoin volatility, market narratives, $MSTR, digital credit, and tokenized assets.
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BREAKING: Trump just bragged that the market is up a lot, and then immediately referred to the same market, when it was 10% higher just weeks ago, as a "sick market." He then pivoted to blame Biden for that supposedly "sick market"—which, again, was 10% better than today. You truly can’t make this up. The contradictions are dizzying.

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⚡️The Traveling Trader⚡️

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This genius is shorting #Bitcoin miners and $MSTR heading into the greatest crypto bull market in history. You cannot make this shit up.

The ₿itcoin Therapist

164,853 görüntüleme • 2 yıl önce

🔥 BULLISH: Anthony Pompliano said #Bitcoin will keep rising until the world agrees on its value, eventually becoming both a store of value and a medium of exchange.
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🔥 BULLISH: Anthony Pompliano said #Bitcoin will keep rising until the world agrees on its value, eventually becoming both a store of value and a medium of exchange.

Cointelegraph

44,565 görüntüleme • 1 yıl önce

1/ What is Lumio? This thread is a deep dive. Lumio is the general name for the whole L2 project, within which will eventually have multiple implementations - separate L2s using different VMs and settling on different L1s/L2s.
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1/ What is Lumio? This thread is a deep dive. Lumio is the general name for the whole L2 project, within which will eventually have multiple implementations - separate L2s using different VMs and settling on different L1s/L2s.

3UILD

94,675 görüntüleme • 2 yıl önce