BTC Optioneer

Option A -$100K in $STRC -$11.5K yearly dividend -$100K principal in 10 years Option B -$100K in $STRK -$10.2K yearly dividend -$300K principal in 10 years Which one?

@StrategyMaxi @chcbearsfan In that case we are looking at $5K MSTR

@BTCoptioneer @chcbearsfan Too low. Do 3 million.

Over a decade, $ASST will outperform $MSTR 1.5-2x because ASST has less convertible debt than MSTR.

@Bank__28 Assume same mNAV

@BTCoptioneer Is there a link to their mnav

@under_____taker That’s the assumption here

@BTCoptioneer Will they have the same mNAV?

@StrategyMaxi @chcbearsfan 1.6 Nakamotos

@chcbearsfan @BTCoptioneer How much BTC $MSTR will hold? I'm sure it's way underestimated.

@craigzLiszt Japan and it's not even close

which country has the best food? - Italy - India - China - Japan - Korea - France - Mexico - Thailand

@FinFreedom414 That's how it plays out every single time.

When Bitcoin makes a new ATH in the next 12 months, there's going to be so many people buying the top wishing they would've just bought the dip.

@LawrenceLepard Praying is useless. Buy Bitcoin instead.

Richard Nixon is dead. But the chaos he unleashed when he took us off the last vestige of the gold standard in 1971 is now coming to full bloom. This Fourth Turning is entering the very dangerous phase. Pray for peace.

@chcbearsfan Close enough! I am sure the price will fluctuate around that depending on what the sentiment is like. I would not be surprised to see $10000 MSTR and $1000 ASST if euphoria returns.

@BTCoptioneer Same exact adjustments has ASST actually above your price. The modeler has them at ... MSTR - $2100 ASST - $425 cebetracker.io/modeler/?co=AS…

@Budgetdog_ That's why girls focus so much on manifesting

Your net worth is just a reflection of what’s going on in your mind

@AAStack @saylor Instead of complaining, just buy some MSTR shares and let Saylor work for you.

Super Saylor is taking all your Sats while you complain about gas prices online.

@NeilJacobs The 4-year cycle also predicts the end of the war soon

Crazy how the Bitcoin 4-year cycle even predicted the Iran war. Truly the MOST powerful model in the history of finance.

@BarbellFi I ask myself that every day.

40% of my paycheck is stolen from me Here is where it goes: 15%: military 25%: social security 5%: veteran benefits 30%: medicare & medicaid 15%: interest on national debt 10%: food stamps & unemployment The Fed printed $100 billion last year So why am I funding all this? 🤬

@stats_feed 1 set to failure on all my exercises (Dorian Yates style). High volume training is unnecessary and highly injurious.

What fitness hack have you personally discovered that is an absolute game changer?

@under_____taker @scottmelker A casino that lobbies hard

@BTCoptioneer @scottmelker I thought it was a casino

If Coinbase is now a bank, can they settle the crypto/bank debate surrounding the CLARITY Act by negotiating both sides?

@Jaredrlynch Saylor's prediction is 29% ARR. I just reduced it by 4% to make it 25%. As far as MSTR/ASST math goes, I just assumed they issue the same amount of prefs as last year and the demand goes up 25%/yr going forward.

@BTCoptioneer Any math you can share to support it?

2036 base case: BTC $600K $MSTR $2400 $ASST $300 Assumptions: -25% BTC CAGR -25% preferred demand CAGR

@Jaredrlynch $600K in 10 years seems like a reasonable price target considering BTC adoption is slowing and it will likely not surpass gold anytime soon. This is still a realistic projection if BTC continues being a niche financial asset.

I'm not sure this makes sense. Over the last 30 months Strategy has accumulated an average of 0.1% per month of the 21m future supply (1.2% annual run rate). They accomplished this largely with the help of STRC and the other Prefs. If they just maintained this pace for the next 120 months they'll own nearly 16% (3.3m) of the network. Then reduce the float from lost coins and other factors for real world scarcity. $600k??? Maybe I'm missing something.

@aibolatl2017 I literally put the assumptions in the post.

@BTCoptioneer You pulled this out of your ass LOL!

@under_____taker Very interesting

$BTC vs $IGV YTD 2026 BTC -24% IGV -24%

@ArchLending The Sharpe ratio is misleading here. STRC needs a longer track record.

A sharpe ratio of 3.88 separates $STRC from every other asset. ETF inflows track sentiment and when Bitcoin rises, money flows in. When it falls, money flows out. $STRC instead creates demand that doesn't require a rising price to function. Income-seeking investors buy for yield. Strategy raises the capital and buys BTC to back it. And that loop runs on appetite for stable income, not on Bitcoin being up today. Most assets compete on returns. $STRC competes on a whole different variable.