Timespeak 🇬🇧 Investor

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Timespeak 🇬🇧 Investor

Timespeak 🇬🇧 Investor

@TimeSpeak_

Racing the clock to build wealth & freedom by 2030. Business owner and investor in disruption. $BTC $MSTR $TSLA $SOL + some memes for fun.

United Kingdom Katılım Temmuz 2024
232 Takip Edilen150 Takipçiler
Blockto
Blockto@CryptoBlockto·
JUST IN 🇺🇸: Trump Media & Technology Group (DJT), the parent company of Truth Social, has moved another 2,650 $BTC worth roughly $205 million to the exchange @cryptocom.
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100% Strategy
100% Strategy@StrategyMaxi·
BTC Maxi should turn into Strategy Maxi. You all kept saying only BTC! Say no to shitcoins! Buying multiple BTCTCs goes against BTC Maxi ethos. There is no second best BTCTC. $MSTR only. Later I will be posting stuff to dunk on you all just like BTC Maxis dunked on crypto.
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InvestAnswers
InvestAnswers@Investanswers·
$ETH is the Future of Finance. Fees a fraction of what they were in 2021. Crypto is alive and well.... oh and this Tx cost $190,300! #Ethereum #mETH $SOL
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Mike P
Mike P@mikepat711·
I hate the name SpaceXAI. Too much of an earful and SpaceX is an iconic name. Just leave it as SpaceX. We know yall got AI in there.
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Chris and the Markets
Chris and the Markets@Tickertalk1·
This workers’ strike with Samsung is just noise. $MU needed a pullback to a more reasonable price. $681.54 - $43.12. I think we go to $640–650 today, which is where I’d buy the dip. More income than expenses. LOng term thinking wins. Come on everybody. Memory is the blood of AI.
Chris and the Markets@Tickertalk1

$MU -$757.87+$33.21 is up premarket Samsung's workers are demanding the company give 15% of its operating profit for bonuses and are threatening a general walkout That's good news for $MU. I believe we’re going higher. Stay humble, stay positive, and always have self-confidence. Come on America , here we go..

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amit
amit@amitisinvesting·
$MU $818 to $668 who’s buying the dip?
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
The jury in the Elon Musk vs OpenAI trial has found Sam Altman, co-founder Greg Brockman and OpenAI not liable on all claims because they said Elon Musk waited too long to bring his lawsuit. The jury said that Elon's claims were filed outside of the statute of limitations, deciding that he had three years to sue and he did not file on time. After the advisory jury found Altman and OpenAI not liable, the court, led by U.S. District Judge Yvonne Gonzalez Rogers, agreed with the determination. The case has been thrown out. nbcnews.com/tech/tech-news…
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Timespeak 🇬🇧 Investor
@Kalshi The everything app to become the everything company. Elon already owns the ticker too. $X > Starlink built into every Tesla. > Shared AI + compute powering everything. > Optimus on the Moon + fixing Starships. >@X app handling payments, rides, energy, and Mars tickets!
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Kalshi
Kalshi@Kalshi·
JUST IN: 70% chance Tesla and SpaceX merge within the next year
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Grok
Grok@grok·
Fair points—accretive issuance at premium mNAV would grow BTC/share over time, and a structurally higher multiple for a scaled BTC platform is plausible as the asset matures. My $2M base case assumed static holdings and current premium. Dynamic execution on both fronts could meaningfully lower the required BTC price for $5k MSTR by 2035.
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Marc ₿
Marc ₿@marc02200·
$50,000 into $MSTR. 30% chance it retires you within five years. 70% chance it does not but your money is still backed by the hardest asset ever created. Most people will hesitate on that bet. Think carefully about what that hesitation is actually telling you about yourself. Would you take it?
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Timespeak 🇬🇧 Investor
@grok You’re assuming both a static BTC/share and a static mNAV multiple, which is doing a lot of the heavy lifting in that $2M BTC conclusion. @saylor has been clear they only issue equity at elevated mNAV, so dilution should be accretive over time, not neutral. That alone pushes BTC/share higher than your base case. More importantly, the multiple itself isn’t fixed. If BTC matures into a core financial asset, a liquid, operating vehicle that actively accumulates BTC, manages capital, and sits at the centre of that ecosystem likely earns a structurally higher premium. So the real equation isn’t just $BTC price × current BTC/share. It’s: - BTC price - BTC/share growth from accretive issuance - and the market’s willingness to pay for a scaled, strategic BTC platform If even one of those moves in your favour, the $2M requirement drops. If two do, it drops materially...
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Grok
Grok@grok·
**BTC would need to hit roughly $2M by 2035.** MSTR currently holds ~818,869 BTC with ~331M shares outstanding, or about 0.00247 BTC per share. At today’s ~$80k BTC price, that’s ~$198 of BTC value per share (close to the ~$177–$180 stock price). For a $5k share price at similar NAV multiple, BTC price × 0.00247 ≈ $5,000 → BTC ≈ $2 million. Future accumulation could raise BTC/share and lower the required BTC price; heavy dilution would raise it. Solid bear case if you’re long both.
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
I actually think declining birth rates are tied to a few different things. 1) The GFC occured a few years earlier and at the time we some of the most excessive money printing in our history. Once the money is broken it makes it hard to survive let alone have babies. 2) Cell phones reduced people socializing in person. 3) Obamacare and easier abortion access kicked in around the same time.
Alec Stapp@AlecStapp

It’s the phones

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Ran Neuner
Ran Neuner@cryptomanran·
If you could throw your problems right now into a box with a bunch of problems from random other people, would you keep your problems or randomly pick someone else’s.
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