Ryan 🏧🟧

$MSTR is not simply: Value = (BTC CAGR - 11.5%) $MSTR is much more about the relationship between: (a) the movement patterns of nonlinearity in $BTC NGU & being able to weather the storms of bear markets. (b) an expectation of linear growth of dividend expense, once we move forward in time, away from the base effect math of starting at $0, well near $0, for all the literal minded folks.

@HallmarkBitcoin Actually no this one did run, the output was, let’s say, less than desirable and being iterated on.

@HallmarkBitcoin Oh it got past 14 It didn’t work tho and I’m still iterating on it now. What error do ya see?

The journey of a 1,000 line program starts with "import time" and keeps it running. Like a flat circle ⭕️ $MSTR

@Giovann35084111 @TheBitcoinConf Thanks for the thoughtful answer Doc Gio 🫡 Prof. Feynman’s style is unmatched.

It depends on a serious you are in studying it. Maybe start with Feynman lectures. For more popular book type these are excellent: Popular Physics Books by Sean Carroll The Biggest Ideas in the Universe 1: Space, Time, and Motion: Focuses on classical physics, Euclid, and Einstein. Quanta and Fields: The Biggest Ideas in the Universe: Introduces modern physics and quantum mechanics. Something Deeply Hidden: Quantum Worlds and the Emergence of Spacetime: Covers quantum mechanics and the many-worlds interpretation. The Big Picture: On the Origins of Life, Meaning, and the Universe Itself: Explores the universe from the perspective of physics.

No. This is garbage. Why @TheBitcoinConf would invite these 2 amateurs that pretend to talk physics and not a real physicist that wrote an entire book on the Physics of Bitcoin? It is very embarrassing. Nothing these 2 say make sense from a real physics point of view.

@esf97458703 Bonds aren’t about getting rich Bonds are about staying rich

@ryQuant People cannot make money with bonds

If I was 70 years old, and 100% in equities, and just worked my whole life (actual work, not existing in 5 corporate meetings or podcasting and calling that “work”) I would switch to near 0% equities. 50% $STRC 20% Bonds 20% $GLD 10% Donation/Charity/Taxes etc And retire.

@28delayslater the intersection of $mstr & $tsla twtr

EV owners when people want to commiserate about gas prices

@MasonFoard bull posting is allowed under 1a $mstr

Not to bull post, but we’re at the precipice of Bitcoin being structurally repriced higher over multiple years, driven by the digital credit bid as we move into a monetary easing regime.

RQB_9 Tonight. $MSTR

@JoshMandell6 May the $MSTR Earnings Eve be with you as well.

May the fourth be with you.

@attorneysanders + Studying Vol in an abstract & quant fashion. Without all of those stars aligning, and confidence in management, I would have never went so heavy into $MSTR with a financial or time allocation.

@attorneysanders Ah the very literal interpretation. I added my time of initially studying bitcoin and learning about equities & investing from Buffett, Munger, Druckenmiller, Soros, Taleb, Thiel to name a few. Plus, my data science academic/corpo work overlaid perfectly with legacy MSTR.

$MSTR

@BTCBreadMan Fair. This is where an FA of some sort would have that conversation about reducing $SPY type assets dramatically:

@ryQuant Definitely. But you’d completely disregard it as a scam or a ponzi scheme.

@nickbtcbull Does that still exist?

@ryQuant Wait….so you’re telling me the majority of capital sitting in bonds and real estate is not desperate for IBIT???

@BTCBreadMan I would know what getting paid every two weeks feels like.

@ryQuant If you were 70 years old you wouldn’t understand STRC either, and once you were told it is inexorably linked to Bitcoin you would completely disregard it as way too risky.

@BTCBreadMan What is bitcoin?

@ryQuant 0% Bitcoin 😭

@esf97458703 People feel good about holding US Bonds. $GLD for anti correlation. For much, much more on this topic: artemiscm.com/research-marke…

@esf97458703 I'm a 70 year old, a career hospice nurse. I can't quite sleep at night plowing all of my money into this bitcoin bond instrument even with the higher yield. Nor do i have much interest or energy to allocate towards bitcoin or corporate finance. I want to paint and sew.

$mstr is going to eat the world and me and @ryQuant are going to be driving around in @Bugatti s

@altols @28delayslater It’s not hate.

@ryQuant @28delayslater He also was responsible for the companies that catapulted renewable technology and reusable orbital rockets into society. Consider that Elon thinks his greed is founded, just like you AND I consider our accumulation of wealth to be rational. Less hate, more logic. Thanks, Ryan.

We will all have $10T net worth with universal high income