Doug McCusker
315 posts

Doug McCusker
@DougMcCusker
Investor, $BTC Believer, $MSTY and $ULTY cash flow cows.
California, USA شامل ہوئے Mart 2024
1K فالونگ769 فالوورز

If Bitcoin went to $8K no one is going to refinance MSTR, it would go to 0 instantly. Look through history, in massive leverage unwinds no one jumps in to save your burning ship. The entire MSTR business model hinges on Bitcoin going up double digits year after year, else leverage becomes a problem. I also doubt we go to $8K, so I doubt there is an issue this time (provided $8K is the real threshold), but Bitcoin won't grow at its historic 20%+ growth rate forever, MSTR will need to pivot into a bitcoin bank eventually with "real yield" or fail. It's a ticking clock. I don't know how Saylor sleeps at night knowing this.
shah@shahh
oh boy we might actually be fucked
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@LawrenceLepard Try to get to 3-4 days, autophagy kicks in and your body repairs itself on a cellular level. You will lose weight and make your body healthier at the same time.
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@LawrenceLepard @PeterMcCormack Don’t sugar coat it Larry. 🤣
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The thing that I despise most about Schiff is that he is a nasty human. So many people have worked so hard to save money and invest in their future and the future of their family.
He could ignore Bitcoin, instead he campaigns for and takes glee at any price drop. He literally wants people to lose money.
He is a fake, nasty person.
Peter Schiff@PeterSchiff
I wonder how long it will take for the political winds to shift against Bitcoin. As the price drops, the whales will have less money to donate, and voters will be looking for someone to blame for their losses. Once political support is gone, the bubble will deflate even faster.
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Doug McCusker ری ٹویٹ کیا

@RealRemyWong @Jarvay_ @saylor @YieldMaxETFs @roundhill @defianceinvest @REXShares I added to my current position when $MSTR was trading at a discount to NAV.
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Doug McCusker ری ٹویٹ کیا
Doug McCusker ری ٹویٹ کیا

10.28.25: YieldMax ETFs Announces Distributions of Group 1 for the following ETFs.
CHPY - $0.4634
FEAT - $0.3460
FIVY - $0.2404
GPTY - $0.3254
LFGY - $0.5871
QDTY - $0.2714
RDTY - $0.3395
SDTY - $0.2221
SLTY - $0.6177
ULTY - $0.0848
YMAG - $0.1346
YMAX - $0.1939
Press Release: tinyurl.com/4y4knpk7
Standardized performance: YieldMaxETFs.com
Prospectus: Yieldmaxetfs.com/prospectus/all
#YieldMaxETFs
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I’m long $BTC and felt the cascading sell off like many of you. I do use “smart leverage “ with options. I can define my risk this way. This is probably the biggest buying opportunity this cycle and maybe the last great entry point. The fact that so much buy side leverage was wiped out is great for the survivors. Remember, all leveraged longs are potential sellers. Now we have shorts that are potential buyers and longs re-establishing. Strap in, next few months will make you rich!
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Doug McCusker ری ٹویٹ کیا

We went “asset heavy” years ago when the en vogue move for miners was to go asset light and stack asics.
We bought land.
We bought data centers.
We built substations.
We partnered with utilities.
We stacked power purchase agreements.
We own our infrastructure.
All the while stacking 13k BTC at 54%+ gross margins.
We use that MASSIVE stack of bitcoin as collateral to borrow cheap fiat and build more infrastructure. Also. We’re about to celebrate ONE WHOLE YEAR without selling a single share of equity and no ATM.
Z E R O EQUITY DILUTION OF ANY KIND SINCE 11/24.
Now all you hear about is the value of land and power.
It’s almost like the perfect storm.
33 data center locations. 1.03GW of CONTRACTED, AVAILABLE POWER.
1.7GW CURRENT PIPELINE.
Major cities. Rural communities. More to come.
Right where we need to be.
Stay tuned. $clsk @CleanSpark_Inc
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