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*inhales* NOOOOOOOOOOOOOOT!!

397,090 просмотров • 2 месяцев назад •via X (Twitter)

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🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.

Adam Livingston

54,294 просмотров • 2 месяцев назад

Made with Seedance 2.0 on Pollo AI Live-Action + 2D Anime Sticker Composite, First-Person Cooking POV, Realistic Kitchen Texture vs Flat Cartoon Style, HD, Static Camera, 【Duration】 15 seconds 【Scene】 Real Home Kitchen First-Person View: Black skillet on a gas stove cooking sliced mushrooms and butter. Background features white subway tiles, hanging copper pans, ceramic jars, a wooden cutting board, and bright natural light from a window. 【Character】 Q-Version Anime Sticker Character: Flat 2D sticker style, thick outlines. Small girl with light blue hair, a green leaf hat, brown cape, and white apron. Simple dot eyes and rosy cheeks. Pure 2D flat quality, unaffected by real lighting, portraying a cheerful but accident-prone helper. Shot 1: Cooperative Stirring. First-person POV: Real hands use a wooden spoon to stir mushrooms in the pan. The 2D girl stands on the stove, cheerfully holding the spoon handle to help stir. Sound Effects: Sizzling butter. Shot 2: Pepper Seasoning. Real Real hands bring in a tall wooden pepper grinder. The girl hugs the grinder to assist as pepper dust falls over the food. The real hands then exit the frame, leaving her on the stovetop. Sound Effects: Grinding clicks, sizzling. Shot 3: Pepper Sneeze Launch. Floating pepper dust surrounds the girl. She inhales it, her face scrunches up, and she unleashes a massive cartoon sneeze. The sheer force, accompanied by flying cartoon leaves, launches her backward through the air. Sound Effects: Large "Ah-choo," wind whoosh. Shot 4: Dizzy Bowl Landing. The girl flies off-screen and lands in a beige ceramic mixing bowl on the counter. Her leaf hat flies off. She pops her head up with swirling spiral eyes, her tongue hanging out, and cartoon dizzy rings circling her head. Sound Effects: Clatter, cartoon dizzy twinkling.

Iris

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