Simon Taylor

@TechDev_52 @grok what is the chart at the bottom of the image?

No talk of tops until the red line.

@mc_khristina I think it’s important to include significant rally’s like late 2024 and I think you’d find MSTR outperforms BTC

When I first bought $MSTR a few years ago I was trading the stock because of its large intraday and weekly swings and the IV for options was enormous… when I first ‘owned’ and became an ‘investor’ in $MSTR I was doing so for what I expected to be decent $MSTR outperformance verses Bitcoin … I am starting to question if $MSTR can and will outperform Bitcoin … I do think with the introduction of the preferreds that this could be a significant positive, transformative catalyst (putting less pressure on the common and innovating interest bearing securities) … but I am paying close attention here …. Unless AI is wrong, YTD $MSTR: +45.67% verses Bitcoin: +52.14% so Bitcoin has outperformed $MSTR YTD … and unless you are writing calls and making up for performance and managing to generate significant additional and outperformance verses BTC… I am starting to ask myself why not just own Bitcoin … you know what you own, the most pristine asset … no key man risk, no potential capital surprises … thinking out loud 🤷🏼‍♀️

@sunnydecree Retails is buying BTCTC’s

The Bitcoin price will go fully parabolic as soon as retail picks up interest again. The only scenario where this doesn’t happen is if retail never comes back at all. But what are the chances of that? Retail investors aren't known for making rational decisions. They're driven by emotion. FOMO will kick in at some point, and there simply won’t be enough #Bitcoin to go around. Thoughts?

@ActuallyClimber Love this, it’s a very clear explanation. I wonder if it’s possible to put into Trading view and updated in real time? I don’t know code…but am vary grateful that others do 🙏

Had a new chart idea! Metaplanet's Price since late February in dotted orange vs the 3,5,7 mNAV calculated prices. This is gorgeous growth! Yield is so powerful.

@nayibbukele well done! you have saved a nation!!!! more countries need to do the same

People complaining that we had to put 1.5% of our population in prison… (By the way, more than half of them are undergoing rehabilitation and will be released in a couple of years.)

@BTCBULLRIDER It’s just a cultural bias of yours

Grown straight men should not wear pearls. Fight me 😤

@BitcoinPowerLaw Are these charts available in real time? Via subscription?

A few more consistent purchases using the ATM will help push the fair value line upward and keep TBG moving up and to the right.

@elonmusk @neuralink What about speech? @elonmusk my sons had no speech since birth

There is a clear path to restoring hearing with a @Neuralink, even for someone who has had total loss of hearing since birth, as our device directly activates the neurons in the brain that process sound

@BitcoinPowerLaw Absolutely love your charts, they help a lot. Very grateful. One suggestion, numbers on the right hand side in increments of 10 so we get a more accurate idea of their position now

Lots of drops in the DTC mNAV chart today, as many BTC treasury companies have become a lot cheaper over the past few days. 🧵

@_Checkmatey_ 💯

Of all the evils in this world... MM/DD date format being the default is the worst. DD/MM/YYYY or YYYY/MM/DD only.

@amitk79721694 @LawrenceLepard @grok its used as an excuse for the printing of dollars. Where as the real reason for printing dollars is to refinance debt.

@LawrenceLepard @grok why does this give a reason to print more dollars please provide reasoning of why this makes sense?

💯👇

@Kosanovic_V @BitcoinPowerLaw @_ALTBG Sounds great but can you put it in plain English?

Interesting post 🤝 I suggest adding one important analysis layer, being the *currency* in which the debt is denominated. In our case at @_ALTBG, we leverage BTC-denominated Convertible Bonds for which the principal is to be repayed in BTC, if no conversion happens before then. So, in a nutshell, our credit structure is immune to BTC volatility, and our BTC Yield generation machine fully powered ⚡️

🚨 Bitcoin Treasury stocks are booming... but danger lurks beneath the surface. Before you ape into the next BTC equity, read this 🧵to learn the hidden risks smart investors are watching—and how to stay one step ahead. 👇

@cryptopro4u @daisychain1112 @Micro2Macr0 METaplanet had a MNav of 21 very early on and look at it now

@daisychain1112 @Micro2Macr0 Delusional - it is at 18 Mnav on a very small BTC holding - this cloud will burst soon

@OrangeInkognito 🇦🇺

COMMUNITY POLL #K33 I joined this group when there were just around 20 people now we’re already over 500, and the group is only a FEW DAYS OLD. This is growing fast, and it really feels like we’re at the beginning of something huge. 🚀🔥 So tell us what country are you from? Drop a comment below 👇🏼 I’m curious how global we already are! Let’s not take this for granted we’re among the first, and that’s something we’ll be proud of later. ⚡

@Antoine_brzz @BTCPrague @_ALTBG Love it thank you…can I translate it to English?

Missed @BTCPrague, so I improved the @_ALTBG metrics dashboard instead : 🔸Added fundraising table 🔸Sorted data (newest → oldest) 🔸French number format (commas) 🔸Highlighted BTC holdings & share price investsimulator.com/fr/dashboard-m…

@BitcoinPowerLaw This helps massively thank you 🙏

What's the Optimal BTC Yield? 🚀 Everyone loves a fast-growing Bitcoin treasury… but how hot is too hot? Start with 1 BTC and grow at 1% a day — in 2 years, you'd have 1,413 BTC. Crank that to 2.34% daily, and you hit the 21 million BTC cap in 2 years. At 10% per day? You reach 21M BTC in just 178 days. 🤯 This is obviously impossible. 📈 That’s exponential growth — and it’s a mathematical illusion. It looks amazing… until it isn’t. Investors pay for BTC Yield. When it slows, mNAV will evaporate, and savvy investors will hit the eject button. MetaPlanet shows us the power of slow, steady, sustainable growth. If your favourite BTC company is “growing” 10% daily with a sky-high mNAV, it’s not a rocket — it’s a shooting star with an expiry date and a long way to fall. ☄️ Bright, fast… and gone. Prepare accordingly.

@mc_khristina 💯

Fact…

@EuropeHODL A complete dashboard like SWC has.

The size of Coinsilium’s recent BTC purchases appears deliberate, aiming to outpace SWC. With sufficient cash reserves, Coinsilium is well-positioned to continue making accretive Bitcoin purchases. Furthermore, the company is likely to raise additional capital through institutional placements. This is just the beginning. What other kind of charts would people like to see? Please share and re-post.

@AusBTCIndBody Yep

Hand up if you’re an Australian Bitcoiner!

@BitcoinPowerLaw @g_stacks_sats Can’t wait for these to be live on your website. It will be bookmarked! Thank you so much

@g_stacks_sats Yup.