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Interesting idea from Arthur Hayes on how to think about selling bitcoin. Don't look at BTC in fiat terms. Look at BTC's price in energy terms. Today 1 BTC is worth ~500 barrels of oil. If 1 BTC = 10k barrels of oil, maybe sell BTC to buy energy... show more

PJ

11,085 subscribers

259,826 次观看 • 2 年前 •via X (Twitter)

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Dundo 💜 🪩🧙🏻‍♂️ 的头像

Dundo 💜 🪩🧙🏻‍♂️2 年前

@CryptoHayes And assets that yield primary production. Acquiring agri land with organic soil, good access to water, and / or regenerative land practices, is as good, if not better than energy.

KicksandCigars.swoosh 的头像

KicksandCigars.swoosh2 年前

@CryptoHayes Dude look like he goin through it

Steph Curdy 的头像

Steph Curdy2 年前

We’ve needed a unit of account that is based in energy. The equivalent of the precision to the atomic clock. Proof of work is that directional step. So long as the information system cannot be parasitized for its connection as a measure of a energy units, it can facilitate global commerce with more nuance and precision than fiat. However, I expect we’ll see how the store of value proof of work layer can be parasitized, but might take 50-100 years to transition to the next version.

RedNord 的头像

RedNord2 年前

@CryptoHayes Have fun transferring 10,000 barrels of oil to pay for a house

Per Amlie 的头像

Per Amlie2 年前

@CryptoHayes This is spot on. Value of any currency should be related to a measure of energy in the form of fuel or labor. Doesn't help much to be a billionaire in a shit currency where avg. house price is equal to 30-50 years of average work salary.

G◌̈NZo (🐋,🐋) 的头像

G◌̈NZo (🐋,🐋)2 年前

@CryptoHayes Looks like he sold his home too. Who is this replicant?

G ◎ P N I K 的头像

G ◎ P N I K2 年前

@CryptoHayes And how would he know how much 10k barrels of oil is worth in btc? Probably an underlying price assessment of btc/usd and usd/barrel lol

Albie 🐸 的头像

Albie 🐸2 年前

@CryptoHayes @fortytooo was right

$tACKiN $COIN 的头像

$tACKiN $COIN2 年前

could be a good idea they are definitely ahead of others when it comes to being proactive Just the other day noticed the company has put up a bunch of Ev Charging stations throughout developing cities in USA showing they out bid $Blnk $Plug etc and are effectively hedging also while being over sold

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MICHAEL SAYLOR: “SOON EVERY BILLIONAIRE WILL BUY $1 BILLION OF BITCOIN. THE SUPPLY SHOCK WILL BE SO GREAT THAT WE WILL STOP MEASURING BTC IN TERMS OF FIAT.”

MICHAEL SAYLOR: “SOON EVERY BILLIONAIRE WILL BUY $1 BILLION OF BITCOIN. THE SUPPLY SHOCK WILL BE SO GREAT THAT WE WILL STOP MEASURING BTC IN TERMS OF FIAT.”

Vivek Sen

88,560 次观看 • 1 个月前

$Nvidia is worth 35,830,000 bitcoins today. Not gonna fit. There's only 21 million bitcoins. Nvidia will go down in BTC terms. $Apple is worth 26,000,000 bitcoins today. Not gonna fit. There's only 21 million bitcoins. Nvidia will go down in BTC terms. $Tesla is worth 8,251,000 million bitcoins today. That fits. But do you really think $Tesla is worth 40% of all bitcoins? Nah. Tesla will go down in BTC terms. Do you see? There's only 21 million bitcoins. Always and forever. Everything has to fit inside. Then you realize... The Chinese Yuan is worth 377,285,009 BTC. Rekt. The U.S. Dollar is worth 183,870,703 BTC. Rekt. The Euro is worth 152,303,623 BTC. Rekt. Everything is trending down in Bitcoin terms. Forever. When I first made this post in October of 2024, Nvidia was worth 46,361,000 bitcoins, Apple was worth 55,246,000 bitcoins, and Tesla was worth 12,874,000 bitcoins. That means since then... Nvidia has declined by 23% Apple has declined by 53% Tesla has declined by 36% This is happening as you read these words. Everything is getting repriced inside of Bitcoin's 21 million supply. This means two things: 1) Everything is going down in BTC terms, because there is constantly new productivity being created, but there is a finite, fixed supply of BTC. The current amount of productivity *has to go down in BTC terms* to make room for the new productivity to be priced in BTC. The faster new productivity is created, the faster everything else trends down in BTC price. 2) If everything is going down in BTC terms, the inverse is also true: BTC is going up in value against everything else. Is this actually true? Well, ask yourself... has BTC outperformed everything else since it was created in 2009? Well then. The world is waking up to Bitcoin. This will make the California gold rush look like a neighborhood garage sale. Everything is trending down in BTC terms, and BTC is going up in value, forever. (Bonus: I created this video over two years ago. BTC is up over 500% since then...) WAKE UP

$Nvidia is worth 35,830,000 bitcoins today. Not gonna fit. There's only 21 million bitcoins. Nvidia will go down in BTC terms. $Apple is worth 26,000,000 bitcoins today. Not gonna fit. There's only 21 million bitcoins. Nvidia will go down in BTC terms. $Tesla is worth 8,251,000 million bitcoins today. That fits. But do you really think $Tesla is worth 40% of all bitcoins? Nah. Tesla will go down in BTC terms. Do you see? There's only 21 million bitcoins. Always and forever. Everything has to fit inside. Then you realize... The Chinese Yuan is worth 377,285,009 BTC. Rekt. The U.S. Dollar is worth 183,870,703 BTC. Rekt. The Euro is worth 152,303,623 BTC. Rekt. Everything is trending down in Bitcoin terms. Forever. When I first made this post in October of 2024, Nvidia was worth 46,361,000 bitcoins, Apple was worth 55,246,000 bitcoins, and Tesla was worth 12,874,000 bitcoins. That means since then... Nvidia has declined by 23% Apple has declined by 53% Tesla has declined by 36% This is happening as you read these words. Everything is getting repriced inside of Bitcoin's 21 million supply. This means two things: 1) Everything is going down in BTC terms, because there is constantly new productivity being created, but there is a finite, fixed supply of BTC. The current amount of productivity has to go down in BTC terms to make room for the new productivity to be priced in BTC. The faster new productivity is created, the faster everything else trends down in BTC price. 2) If everything is going down in BTC terms, the inverse is also true: BTC is going up in value against everything else. Is this actually true? Well, ask yourself... has BTC outperformed everything else since it was created in 2009? Well then. The world is waking up to Bitcoin. This will make the California gold rush look like a neighborhood garage sale. Everything is trending down in BTC terms, and BTC is going up in value, forever. (Bonus: I created this video over two years ago. BTC is up over 500% since then...) WAKE UP

Cole Walmsley

1,627,178 次观看 • 1 年前

"How do you sell 1 Bitcoin and buy 10?" Saylor’s answer in simple terms: Strategyᴮ raises billions through STRC, buys Bitcoin with it, then only sells a tiny appreciated portion to cover dividends. Example: Raise $3.2B Buy $3.2B BTC Dividend cost = ~$80–90M So they’re effectively buying ~30 BTC for every 1 BTC sold. As long as BTC appreciates faster than ~2.3% annually, the engine keeps compounding.

"How do you sell 1 Bitcoin and buy 10?" Saylor’s answer in simple terms: Strategyᴮ raises billions through STRC, buys Bitcoin with it, then only sells a tiny appreciated portion to cover dividends. Example: Raise $3.2B Buy $3.2B BTC Dividend cost = ~$80–90M So they’re effectively buying ~30 BTC for every 1 BTC sold. As long as BTC appreciates faster than ~2.3% annually, the engine keeps compounding.

Alex 👽

166,303 次观看 • 3 个月前

The vast majority still don't think Bitcoin is money Listen to this brilliant explanation by Femi Longe on how it is possible TODAY to live on BTC in Kenya, and pay for pretty much anything, w/o needing to hold any fiat at all, thanks to Lightning apps like Tando

The vast majority still don't think Bitcoin is money Listen to this brilliant explanation by Femi Longe on how it is possible TODAY to live on BTC in Kenya, and pay for pretty much anything, w/o needing to hold any fiat at all, thanks to Lightning apps like Tando

Alex Gladstein 🌋 ⚡

16,790 次观看 • 1 年前

I led more than 500 of my traders today to sell their Microstrategy (MSTR) long at the market open and flip it to short. This is how it's done. Flipped the profits directly into #btc. This is our Microstrategy playbook to get more #bitcoin. Don't trade #btc. Trade everything else for #btc. Boom! 👊🏾

I led more than 500 of my traders today to sell their Microstrategy (MSTR) long at the market open and flip it to short. This is how it's done. Flipped the profits directly into #btc. This is our Microstrategy playbook to get more #bitcoin. Don't trade #btc. Trade everything else for #btc. Boom! 👊🏾

Oliver L. Velez ⚡️ Bitcoin Intelligence

50,945 次观看 • 1 年前

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

170,379 次观看 • 1 个月前

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!

🚨BREAKING: MICHAEL SAYLOR IS SELLING $BTC His words: “We will probably sell some Bitcoin to pay dividends” And that, by the way - $1,200,000,000/year That's: ~1,300 $BTC per month ~43 $BTC per day ~2 $BTC per hour Strategy holds 818,334 BTC - 3.9% of all Bitcoin that will ever exist For 5 years this man was the floor under every dip Now the same machine works in reverse BTC drops = they sell to cover the bill Selling pushes price down = they need to sell more The biggest buyer in history just became a permanent seller That's not good FOLLOW + NOTIFS ON!

bee🐝

111,647 次观看 • 3 个月前

Arthur Hayes delivered a banger speech at the Bitcoin conference yesterday TLDR is that Hayes believes Bitcoin to $1 million by 2028 is easy. What do you think? Can $BTC hit $1M by 2028?

Arthur Hayes delivered a banger speech at the Bitcoin conference yesterday TLDR is that Hayes believes Bitcoin to $1 million by 2028 is easy. What do you think? Can $BTC hit $1M by 2028?

Lark Davis

89,491 次观看 • 1 年前

BREAKING: MICHAEL SAYLOR’S $STRC JUST RAISED ENOUGH MONEY TO BUY OVER $200,000,000 WORTH OF #BITCOIN TODAY OVER 2,400 BTC WIPED FROM THE SUPPLY FOREVER THE PRINTER IS BACK ON BILLIONS ARE ABOUT FLOW INTO BTC 🚀

BREAKING: MICHAEL SAYLOR’S $STRC JUST RAISED ENOUGH MONEY TO BUY OVER $200,000,000 WORTH OF #BITCOIN TODAY OVER 2,400 BTC WIPED FROM THE SUPPLY FOREVER THE PRINTER IS BACK ON BILLIONS ARE ABOUT FLOW INTO BTC 🚀

The Bitcoin Historian

41,916 次观看 • 3 个月前

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor’s Strategy may now sell up to $5 BILLION worth of Bitcoin. That equals 73,365 BTC. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+. Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may be able to sell up to $5B worth of Bitcoin in 2026. The same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends, and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. A $5B sale = 73,365 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

🚨 RUMORS: SOMETHING EXTREMELY BAD IS COMING!! Michael Saylor’s Strategy may now sell up to $5 BILLION worth of Bitcoin. That equals 73,365 BTC. This is NOT confirmed yet. But the timing is insane. When it happened in 2022, $BTC dumped 30%+. Now the same setup is forming again. Strategy has: → $2.55B in cash reserves → Only 17 months of dividend and interest coverage → 847,000 BTC → Around $13B in unrealized losses → MSTR down almost 30% in one week And we have seen a similar setup before. In 2022, Strategy sold 704 BTC. Bitcoin then continued dumping HARD. Now rumors claim Strategy may be able to sell up to $5B worth of Bitcoin in 2026. The same setup is forming again. The board can now approve BTC sales to refill reserves, pay dividends, and fund buybacks. They call it flexibility. I call it a pressure valve. Strategy controls 2.8% of all Bitcoin. Selling just 1% = 8,470 BTC. 5% = 42,350 BTC. A $5B sale = 73,365 BTC. Then the loop begins: MSTR dumps → stock dumps harder → raising capital gets harder → more pressure to sell BTC. That is the black swan. Turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

114,386 次观看 • 29 天前

What can you buy with 1 #Bitcoin? Here's a look at what 1 $BTC can buy you through out the years from 2015 to 2023. Read the full study:

What can you buy with 1 #Bitcoin? Here's a look at what 1 $BTC can buy you through out the years from 2015 to 2023. Read the full study:

CoinGecko

38,113 次观看 • 2 年前

JUST IN: 🇺🇸 Eric Trump just dropped a bombshell at The Bitcoin Conference: "The US government holds 300,000 BTC and will not sell it." "The middle east is using energy from cities that they don't need to...mine bitcoin." "The suppression of bitcoin is unbelievable." 👀

JUST IN: 🇺🇸 Eric Trump just dropped a bombshell at The Bitcoin Conference: "The US government holds 300,000 BTC and will not sell it." "The middle east is using energy from cities that they don't need to...mine bitcoin." "The suppression of bitcoin is unbelievable." 👀

Bitcoin Magazine

455,974 次观看 • 4 个月前

🚨 CENTRAL BANKS START BUYING BITCOIN IT CAN ONLY BE THE BEGINNING OF A VERY QUICK AND SOON TO END: SUPER CYCLE! (BTC TO MILLIONS) IF THE DEMAND IS INFINITE BY DEFAULT (PRINTING PRESS OF CENTRAL BANK) & THE SUPPLY OS ABSOLUTELY SCARCE (BITCOIN), THEN THE FOLLOWING HAPPENS: MONETARY ENERGY FLOWS NATURALLY FROM FIAT INTO BITCOIN & SUCKS UP EVENTUALLY ALL MONETARY ENERGY IN FIAT!!! THIS WILL BE THE LAST STAGE OF ROBBERY & RE DISTRIBUTION OF WEALTH FROM THE LOWER CLASS TO THE RICH! EVERYONE WHO DOES NOT UNDERSTAND THAT AS SOON AS POSSIBLE WILL BE STANDING ON THE SIDELINES FOREVER!!!! BUY BITCOIN & DO NOT SELL! YES, THERE WILL BE CRASHES, BUT NEVER SELL, NEVER STAND ON THE SIDELINES!!!!!!

🚨 CENTRAL BANKS START BUYING BITCOIN IT CAN ONLY BE THE BEGINNING OF A VERY QUICK AND SOON TO END: SUPER CYCLE! (BTC TO MILLIONS) IF THE DEMAND IS INFINITE BY DEFAULT (PRINTING PRESS OF CENTRAL BANK) & THE SUPPLY OS ABSOLUTELY SCARCE (BITCOIN), THEN THE FOLLOWING HAPPENS: MONETARY ENERGY FLOWS NATURALLY FROM FIAT INTO BITCOIN & SUCKS UP EVENTUALLY ALL MONETARY ENERGY IN FIAT!!! THIS WILL BE THE LAST STAGE OF ROBBERY & RE DISTRIBUTION OF WEALTH FROM THE LOWER CLASS TO THE RICH! EVERYONE WHO DOES NOT UNDERSTAND THAT AS SOON AS POSSIBLE WILL BE STANDING ON THE SIDELINES FOREVER!!!! BUY BITCOIN & DO NOT SELL! YES, THERE WILL BE CRASHES, BUT NEVER SELL, NEVER STAND ON THE SIDELINES!!!!!!

MMCrypto

227,433 次观看 • 1 年前

TOM LEE IN 2019 ON BITCOIN: “WE THINK THE BEST APPROACH FOR MOST PEOPLE IS TO PUT 1%, MAYBE 2%, INTO BTC.” CNBC: “I STILL THINK THAT'S CRAZY.” MORGAN STANLEY IN 2026: “WE RECOMMEND A 7% ALLOCATION TO BTC.”

TOM LEE IN 2019 ON BITCOIN: “WE THINK THE BEST APPROACH FOR MOST PEOPLE IS TO PUT 1%, MAYBE 2%, INTO BTC.” CNBC: “I STILL THINK THAT'S CRAZY.” MORGAN STANLEY IN 2026: “WE RECOMMEND A 7% ALLOCATION TO BTC.”

Vivek Sen

44,554 次观看 • 2 个月前

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:

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:

Adam Livingston

83,514 次观看 • 3 个月前

Bitcoin just hit $75,000. Everyone’s talking about the price… but that’s not the interesting part. What’s actually happening is Iran built a large-scale Bitcoin mining operation using cheap energy. Then a big chunk of that infrastructure disappeared. And instead of stepping away from Bitcoin… They demanded to be paid in BTC!

Bitcoin just hit $75,000. Everyone’s talking about the price… but that’s not the interesting part. What’s actually happening is Iran built a large-scale Bitcoin mining operation using cheap energy. Then a big chunk of that infrastructure disappeared. And instead of stepping away from Bitcoin… They demanded to be paid in BTC!

Simply Bitcoin

15,126 次观看 • 4 个月前

RAY DALIO ON BITCOIN AND CRYPTO 🔥 During the recent podcast with Nikhil Kamath... Ray Dalio, founder of the world’s largest hedge fund shared his views on $BTC. KEY POINTS: • Bitcoin is scarce but transactions are traceable & open to government interference • Dalio is bearish on fiat, owns some BTC, but still prefers gold • Stablecoins mirror fiat and are mainly used for fast transactions, not wealth storage Don't Miss This One!

RAY DALIO ON BITCOIN AND CRYPTO 🔥 During the recent podcast with Nikhil Kamath... Ray Dalio, founder of the world’s largest hedge fund shared his views on $BTC. KEY POINTS: • Bitcoin is scarce but transactions are traceable & open to government interference • Dalio is bearish on fiat, owns some BTC, but still prefers gold • Stablecoins mirror fiat and are mainly used for fast transactions, not wealth storage Don't Miss This One!

Wise Advice

29,006 次观看 • 8 个月前

Metaplanet from $1.83 to $69. Model assumptions: $100M/month preferred issuance of MARS 6% preferred cost 30% BTC CAGR Sell common stock to pay dividends Zero common stock sold to buy Bitcoin, EVER CEBE mNAV linear expansion to 1.55x over 10 years. Start: 40,177 BTC 2,729 CEBE sats/share $1.83 implied price Year 10: 74,166 BTC 4,381 CEBE sats/share $69.12 implied price That is 37.8x in the model. And the share count only rises 10.7%. If you can raise fiat claims at 6% and buy Bitcoin compounding at 30%, the spread is the entire trade. CEBE is the scoreboard. Metaplanet is turning fiat liabilities into residual Bitcoin exposure for common shareholders. That is the flywheel once prefs get here. And what if they can raise more than $100m per month? The senior claim ratio of the balance sheet peaks at month 15 of this model. They have plenty of room to continue adding leverage. Bullish Metaplanet.

Metaplanet from $1.83 to $69. Model assumptions: $100M/month preferred issuance of MARS 6% preferred cost 30% BTC CAGR Sell common stock to pay dividends Zero common stock sold to buy Bitcoin, EVER CEBE mNAV linear expansion to 1.55x over 10 years. Start: 40,177 BTC 2,729 CEBE sats/share $1.83 implied price Year 10: 74,166 BTC 4,381 CEBE sats/share $69.12 implied price That is 37.8x in the model. And the share count only rises 10.7%. If you can raise fiat claims at 6% and buy Bitcoin compounding at 30%, the spread is the entire trade. CEBE is the scoreboard. Metaplanet is turning fiat liabilities into residual Bitcoin exposure for common shareholders. That is the flywheel once prefs get here. And what if they can raise more than $100m per month? The senior claim ratio of the balance sheet peaks at month 15 of this model. They have plenty of room to continue adding leverage. Bullish Metaplanet.

Adam Livingston

42,778 次观看 • 3 个月前