Kim Jong ₿

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Kim Jong ₿

Kim Jong ₿

@PolymarketDev

SWE at Macrohard, Ex-SWE @Microsoft, part-time joker Growth maximalist focused on Bitcoin, $MSTR, and game theory

NYC Katılım Haziran 2011
171 Takip Edilen572 Takipçiler
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
다 쫄튀할때 나홀로 치킨게임 $MSTR
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Elon Musk
Elon Musk@elonmusk·
Grok automatically translating and recommending 𝕏 posts from other languages is starting to work
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@patel_panjeet "poor ppl can't afford sats" is like saying poor can't use the internet because a server rack costs $50K... you don't buy/own the infra. you USE it. Lightning sends it for a penny. (1 sat = $0.0007) unbanked people already figured this out. you're the one still catching up...
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jeets
jeets@patel_panjeet·
@PolymarketDev how can btc be a viable alternative if btc fees are already too expensive for there to be any real use case for those in the USD part of the world? also, how are the poorest people going to afford satoshis when btc is supposedly heading to 1m/coin?
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jeets
jeets@patel_panjeet·
If you can't tell the difference between gold, real estate and bitcoin, you're fully in the cult. Gold has value the same way corn or cattle does, it will eventually be used for something. Gold's properties also makes it useful as a money (fungible, durable, scarce). Real estate can be used to build a farm on top of or a building to live in. Whatever you want. There will never be a situation where someone requires Bitcoin.
Kim Jong ₿@PolymarketDev

@gottasayitsover @michaelp4283 @comic @GrantCardone @R89Capital Does gold make money? Does Manhattan land make money? They absorb money because supply is fixed and demand isn’t. BTC is the first asset in history with a supply that can’t be increased by anyone. It IS money. The product is absolute scarcity. The yield is everything else losing.

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Aesthetics 𝕏
Aesthetics 𝕏@aestheticsguyy·
Post a picture YOU took. Just a pic. No description
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lily
lily@vxylily·
Men only have 5 moods: 1. Constantly horny 2. how we gonna get rich 3. Random 2 am motivation 4. Intense loneliness 5. My family needs me
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@comic “Trading Bitcoin is a sign of lesser intellect”
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lil retard
lil retard@comic·
Setting some BTC buy limits for a trade at $62,000
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
yield is yield $STRC
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@comic @Rajatsoni Anyone can buy bitcoin. $MARA just showed you that not anyone can keep it. $MSTR's moat is in the never selling, which requires a capital structure nobody else has built.
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lil retard
lil retard@comic·
@Rajatsoni Buying bitcoin isn’t a moat. Anyone can buy bitcoin.
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NZ ☄️
NZ ☄️@CodeByNZ·
OpenAI's latest repo has Claude as the third top contributor 😭😂
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@gottasayitsover @michaelp4283 @comic @GrantCardone @R89Capital Does gold make money? Does Manhattan land make money? They absorb money because supply is fixed and demand isn’t. BTC is the first asset in history with a supply that can’t be increased by anyone. It IS money. The product is absolute scarcity. The yield is everything else losing.
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Grant Cardone
Grant Cardone@GrantCardone·
Bitcoin should be $280,000
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@Protos Fun fact: BTC has never posted below 12% CAGR on any rolling 4 year window in its entire history
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@bathtoob30 @FreedomMemesIRL The word "dilution" carries such a negative connotation that it implies shareholders are losing something. But above 1.0x mNAV, every share issued adds more BTC/share than it costs. Calling that dilution is like calling surgery an attack. The cut is the mechanism for healing..
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@bathtoob30 @FreedomMemesIRL MSTR ATM is one source. $2.25B cash reserve is another. but the part people miss is at mNAV 1.2x, issuing one MSTR share dilutes share count by 1x but adds BTC worth 1.2x. Share count up, BTC/share up. Calling that dilution is technically correct and economically wrong.
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Freedom Memes
Freedom Memes@FreedomMemesIRL·
When this guidance came out, I bought a ton of $MSTR. Then Saylor changed the rules. Still a little heartbroken about that.
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@FreedomMemesIRL he's following it. more BTC accumulation right now is running through STRC weekly. STRC was built specifically so he doesn't have to dilute MSTR equity at low mNAV. his recent BTC buys are screaming that this playbook is scalable and is working as designed.
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Freedom Memes
Freedom Memes@FreedomMemesIRL·
@PolymarketDev He’s not following the guidance at all anymore I went all in on MSTR thinking this was the plan.
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@FreedomMemesIRL @grok For context, Kang sold $125K. Le sold $279K. That's $404K combined on a $47B market cap ~=0.00086%. Le still holds 16K+ shares plus $STRF and $STRD.
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@FreedomMemesIRL @grok Ignore this classic FUD from lil retard. Form 4 doesn't distinguish between discretionary sales and RSU tax withholding... most exec sales are automatic vest and sell for tax obligations, happens in every other public company.
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Kim Jong ₿
Kim Jong ₿@PolymarketDev·
@comic @Rajatsoni STRC at $60 assumes the variable rate floor doesn't exist. It does. That's the entire design. $2.25B in cash. 28.5 months of dividend coverage. Zero margin calls. The machine simply idles at $40K. It doesn't break...
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lil retard
lil retard@comic·
@Rajatsoni If bitcoin is at $40k then STRC will be $60 and not issuing anything. You sir are an idiot.
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Rajat Soni, CFA
Rajat Soni, CFA@Rajatsoni·
- Bitcoin falls to $40K - $MSTR issues $100M of $STRC - Buys $100M of BTC - MSTR pays 11.5% to borrow with STRC - Bitcoin back to $126K in 2029 - MSTR pays $38.6M dividend on STRC - BTC holdings up 215% by 2029 - MSTR shareholders up $176.4M on BTC purchase - STRC holders get their dividend and stability - MSTR holders get their volatility + high returns using other people's money If a real estate fund were to do this, most investors would be saying it's an excellent idea because "they're using other people's money" But they call MSTR a Ponzi scheme for using the exact same strategy Why? Because they don't understand how STRC, MSTR, or BTC work Usually, they hold zero BTC and think it's a speculative investment
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