MSTR Today with JLD
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MSTR Today with JLD
@MSTR_Today
JLD is the host of the DAILY show, MSTR Today. Subscribe at https://t.co/NnyWDiqe2X & in your favorite podcast apps!





To fund $STRC dividends Saylor can use: - half reserves - half BTC sales This way the reserves would last 34 months and shareholders would not get diluted much. It's on the website.





$ASST has a higher mNAV than $MSTR. The market is telling you that ASST is more likely to hit their BTC yield goals than MSTR. If the market is right, ASST will outperform.

This is strange. $STRC and $SATA have the same effective yield despite the latter being further along the risk curve. This tells me that the market is in a state of fear and irrationality. Sentiment for Bitcoin is completely dead and we are seeing that reflected here.


