
Rob HODLs
2.8K posts

Rob HODLs
@RHodls
Navigating Hyperbitcoinization and the AI Singularity. Championing Digital Capital, building with Digital Intelligence, the keys to a prosperous tomorrow.


In a bull market, with $MSTR juicing amplification with $STRC, retail FOMO, a short squeeze and @saylor limiting the use of $MSTR ATM, I think we could see 3-4X mNAV again. Will it be justifiable? Absolutely not. Why? To trade at 3-4x mNAV would imply a new investor only gets value (vs. just buying Bitcoin itself) if BTC/share can 3-4X. Say they have 1M BTC at that time, this would imply $MSTR would have to reach AT LEAST 3-4M BTC before you see pay off! That would be…dare I say….impossible?

In hindsight, it’s wild to see the guidance that was issued last summer. We will never see $MSTR trading at 4x mNAV again IMO and maybe not even 3x. And I'm completely comfortable with that.

$STRC risk adjusted return is hard to beat


Received, thanks @RHodls! I've said it before, bitcoiners are some of the most generous people building a network and community around freedom and respect. And this gives me a chance to test out some of the new features baked into @cakewallet 🔥🔥🔥

aight lets send bitcoin lower, much more lower.! (they’ll never give up…)


There isn’t enough Bitcoin for everyone.

$BTC bear flag and fakeout.... A tale as old as time.

🚨 BTC FINAL MOVE Final manipulation phase looks almost done Price still holding but momentum fading We’ve seen this setup before... Next 10 days could shock the market TURN NOTIFS ON

I think it's extremely dangerous to be shorting $MSTR right now. At any time Saylor could choose to raise Strategy's Amplification to 50%. Let $STRC do the leg work and raise a billion every week. Use the common stock ATM sparingly. All this with Bitcoin about to breakout...





