berzerkr🌷
2.2K posts

berzerkr🌷
@numeraire46
Chose you own adventure. Not investment advice. Views are my own and probably wrong.
4th dimension Katılım Mart 2020
335 Takip Edilen62 Takipçiler

“Why wouldn’t Saylor go buy a cash flowing business?”
He’s been a founder of a public company for 30 years. He knows a heck of lot more about running a business than you do
That’s why you spend all your time in Twitter Spaces asking these low IQ questions instead of building a business yourself
He doesn’t need a cash flowing business to pay the dividends
There is no business they could acquire that would grow profitably and expand to cover the tsunami of issuance of Digital Credit that is going to happen over the coming years
If you could do that then why would you bother with Bitcoin at all. The only ones capable are the mag 7 and OpenAI/Anthropic. Bitcoin would be a foolish pivot for them. Makes no sense. They dominate the world already
Strategy will issue $100 Billion of Digital Credit over the next handful of years
The amount of companies with $1 Billion of FCF to pay out as dividends monthly is less than 50 companies worldwide
The last time a top 50 company was acquired or merged: Never.
The idea they should acquire a business to support dividend payments is not only one of the dumbest ideas talked about regarding Strategy, but even more foolish when you consider they already have a software/AI business with 1500 employees they’ve been operating for 30 years
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@rektmando There is no scenario is which this ends well. When you think about, every enduring principle of sound investing, growing FCF, share buybacks, prudent use of capital, focusing on common shareholders - he is doing literally the opposite. Can’t end well.
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Saylor has lost it with this logic.
He has now issued $10b+ of preferred stock at 10-11.5% and has capacity to issue $25b more.
That means a dividend bill of $1-4b EVERY YEAR on a software business that makes no cash.
He has pre-funded some of this bill for the next year by issuing common stock - but with the amount of preferred shares printed each week this is going to run out.
The only option for this capital structure long term is either issuing $1-4b of common stock every year, turning off the dividend or selling BTC.
This is now a timebomb.
Michael Saylor@saylor
Our BTC Breakeven ARR is ~2.05%. If Bitcoin grows faster than that over time, we can cover our dividends indefinitely without issuing new $MSTR shares. Track it in real time on our site. $STRC
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@WhiteWeasel76 @BritisherPaz49 Like murderers never sleep. It’s a breed of killers.
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Everyone needs to relax - this selloff in $NOW, $ACN, $PATH, $ADBE is getting overdone.
I work in a corporate environment, and yes - I use AI tools like Claude and GPT every day to be more efficient:
- Writing and reviewing documents
- Drafting emails
- Working in Excel
- Getting up to speed quickly on new topics
But here’s the reality: the core of my job hasn’t changed.
We’re still in a people-first economy.
Judgment, relationships, and decision-making still drive outcomes - not just tools.
AI is an efficiency layer, not a replacement layer. And these companies are bringing AI efficiencies to their clients. They are not sitting out the AI benefit ride.
Markets are pricing this like a full disruption.
It’s not. Once the dust settles, I think you’ll see a sharp rotation back into quality software.
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@saylordocs For the sake of humanity, I hope this loser ditches the man bun. I mean…
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@EdwardAmar46469 This nonsense is exhausting-how many times has this been said? Classic hard sales technique is to say LAST CHANCE! Toyota Camry, refrigerator, pick you poison.
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@WOLF_Bitcoin_ They have been saying this for, um, 10 years. I award you zero points.
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@SenWarren Before you know it, she will say “the average American family is making $85,000, if they paid just 10% more they would still have $76,500.” All of which would go to waste and enriching politicians, like Lizzy.
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One man owns 3.5% of all Bitcoin that will ever exist. And he’s not stopping.
- charged by the SEC for accounting fraud in 2000. his stock crashed 62% in a single day
- now holds more BTC than every government on earth combined
- funding it with debt
- in 12 months he will own 5% of supply
- if he takes profit, Bitcoin would collapse
- Satoshi created Bitcoin so no single entity could control the money supply. one man now controls 3.4% and is buying more every week
People are hyping him up, but forget it goes against the reason Bitcoin was created. Against decentralization.
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$TLT is a 12 month trade for me.
So far YTD $TLT is actually slightly in profit.
While the $QQQ is down nearly 5% and the $SPY IS down 4%.
In 2026 Bonds will continue to outperform Equities.
Judge this trade on Dec 31st 2026.



Common Sense Investor (CSI)@commonsenseplay
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@genesimmons I believe that. Sadly, the US government has an insatiable appetite for waste, so that $100 mm probably produced $20 mm of production.
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Timmy, i’ve paid more than $100 million in taxes. I’ve created thousands of jobs, which enabled thousands of people to feed their families. I’ve contributed millions to wounded warriors, pediatric aids and support 1400 African children. And what have you accomplished in life?
Timmay@hardrocker0048
@genesimmons So youre a loser because all you love is money? Wow, no wonder you sold your soul for money and you'll rot away as a band that held on so long that your reputation will be nothing for the rest of human history.
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