Bennibandit
3.3K posts

Bennibandit
@Bennimaru_wolf
I m j u s t d i f f r r e n t
British Columbia, Canada Katılım Mayıs 2024
115 Takip Edilen348 Takipçiler

@Bank__28 @TonySeverinoCMT No one cares if mstr shareholders end up absorb in ALL the risk and aren’t rewarded for it
English

@TonySeverinoCMT All emotion, 0 math
Divs are 1.2k btc per month, and he has 762k btc
And not a 1 needs sold until he goes through TWO YEARS of cash
English

@Rajatsoni Doesn’t matter if the value can’t be brought back to mstr shareholders
English

@potentpromise @dampedspring Probably. All the guy does is post ai slop all day. He is heavily indulged in ai. And ai is objectively retarded so.
English

@dampedspring So the OP and some commentooors here have this figured out better than Michael Saylor and team… got it
English

@AdamBLiv Also 11 months straight of negative returns. Gonna stretch er to 12 I’d imagine. Your a joke dude
English

BREAKING: STRATEGY HAS NOW SUCCESSFULLY COMPLETED 20 DIVIDEND PAYMENTS
This is weird, I was told by the TradFi ghouls that they weren't going to be able to pay the dividends...
1. No sub 1.0 mNAV death spiral
2. Cash reserve still fully intact
3. Still buying billions of dollars of Bitcoin
It's almost like the MSTR FUD is TOTAL, UTTER NONSENSE.
ZERO MISSED DIVIDENDS.
HATERS + BEARS IN SHAMBLES.

English

🚨#BREAKING: Outrage is erupting in Charlotte NC as man who was CAUGHT ON CAMERA revving his car, speeding, and then smashing into and k*lling an 8-year-old little girl who was riding her bike...
...WAS JUST LET OUT OF JAIL ON A $1,000 BOND!!!!!
WHAT????!!!!!!!!!!
English

The only $MSTR equity holders (bag holders?) left are psychopaths.
Priced in ₿itcoin ∞/21M@PricedinBTC
$MSTR (USD) printed 11 straight months of ≤0% returns. This is the longest negative/flat streak on record, since MSTR adopted a Bitcoin strategy.
English

@IIICapital Except mstr is far far outperforming anything lmao
English

@BitcoinTeacher_ 100% return over 10 years. Yeah that will be awesome lmao
English

The relentless selling of $MSTR stock price is impressive.
The $MSTR ATM assures constant negative pressure on the stock price.
@saylor will keep hitting it as long as premium exists.
This builds up more and more capacity for $STRC.
It also takes more Bitcoin out of circulation.
It’s the short term price equity holders must pay.
When does it end?
When Bitcoin starts going back up?
When does that happen?
When sellers get exhausted.
In the meantime, @saylor just doesn’t care about the stock price. He will smash the ATMs as much as possible.
Because he is trying to exhaust the sellers. And he’s trying to take as much Bitcoin at these prices as possible.
Either you believe in the scarcity of Bitcoin and the appeal of digital Credit. Or everything that is happening is ludicrous.
There is no in between.
English

I think when Bitcoin starts going up, @Saylor will keep issuing $STRC to buy more BTC
But he will no longer have to sell $MSTR equity to keep amplification at 30-40% because the denominator is going up
Amplification = (debt + pref)/(Bitcoin holdings)
If MSTR sells shares of STRC:
Debt won't go up
Pref goes up
Bitcoin holdings also goes up
But the current stack grows massively as the price rises (762,000 BTC stack means the stack grows $762M for every $1,000 BTC goes up)
So if MSTR wants to keep its amplification at 30%, every $1,000 increase in Bitcoin's price means they can issue 229M of STRC without issuing more shares of MSTR
Am I thinking of this in the right way?
English

@GucciManee___ @saylor Probly still out performing mstr lol
English

@saylor Tell that to your mstr shareholders . Pretty uncomfortable.
English

@BTCBULLRIDER Yeah but mstr shareholders are getting absolutely fucked
English

@MitchellAskew @btcjvs It should not have gone down nearly this much tho. It’s absolutely disgusting. A 2x btc ETF should not outperform mstr during a bear market. But it has 2 fold. Disgusting
English

@btcjvs Saylor built MSTR to be a levered BTC proxy and he is very explicit about this
BTC goes down and, of course, MSTR goes down more
And the "lil retards" of the worlds act like this is some "gotcha" against MSTR
Extremely low iq
English

Since IBIT launched on Jan. 11, 2024,
MSTR is up 135%.
IBIT is up 34%.
If you purchased MSTR between 2020 and 2022, you’d be up a lot more, like me.
lil retard@comic
Both black rock and Morgan Stanley came into the bitcoin space after $MSTR and Saylor and they will both have more bitcoin assets under management via their ETFs than @saylor while also generating a profit Meanwhile Saylor and his retarded retail investors will underperform the bitcoin ETFs in the name of dilution and “Bitcoin per share” and awful priced Bitcoin buys In the end the smart money and institutions will suck up all the capital and $MSTR just bleeds to $0
English
















