
VBX BEAST
2.1K posts















PSA: ‼️ (Not an April Fools Joke) ‼️ Y’all, I am about to jump into the reinsurance market, placing hundreds of millions of dollars of reinsurance limit between now and June 1. (Some serious big boy shit too: Gulf Coast Hurricane, West Coast Wildfire, Nationwide Property Cat) I need to focus up, and I will be a bit more MIA than usual as I plug into the market. I will continue to post the daily $MSTR market cap updates and pop in here and there, while also getting my new side project off the ground 🎆 🎇 As for $MSTR, I don’t like the stock, I love the stock. So much so, I have took the time to share with you all my incredibly boring strategy below. (All of the following references to #Bitcoin are in Cold Storage) April: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL May: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL June: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL July: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL August: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL Sept: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL Oct: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL Nov: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL Dec: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL 2025: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL 2026: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL 2027: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL 2028: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL 2028: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL 2029: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL 2030 - 2040: Accumulate: DCA #Bitcoin, DCA $MSTR & HODL There will be tons of noise along the way, but at the end of the day, #Bitcoin is going up forever, and $MSTR has more #Bitcoin than anyone else. I like those odds, and Number Go Up technology. Because of market design, $MSTR will trade at a premium to their #Bitcoin holdings likely for the rest of time. I don’t think $MSTR will ever again fall below treasury value after July 1, 2024. (Stock float compression theory). Plan accordingly. This premium to treasury holdings (Net asset value) will make $MSTR the strongest financial company on the planet within the next decade, and likely hold that position for the rest of our lives. I will say it again, this is the BIGGEST financial move in the HISTORY of finance. Plan accordingly. Here’s some silly shit to watch out for: 1. High school level short reports about idiotic structured hedges (long Bitcoin, short $MSTR) - just go long you imbeciles! 2. Manipulation from hedge funds that are stuck in their trades. (Liquidity dumping) - there will be buying opportunities along the way. Remember, any market cap below the #1 market cap is technically a bargain… ZOOM OUT 3. “Premium trading” for #Bitcoin - Everyone is on the same team here. WE’RE all directionally going in the same way. Be cordial, everyone in and related to #Bitcoin is good for the entire ecosystem. 3.A: I am NOT recommending selling Bitcoin for MSTR, nor am I recommending a 100% MSTR allocation. Be smart, don’t get over leveraged and get your #Bitcoin off exchanges. 4. @dotkrueger spewing some bullshit about Power Laws and “Halving doesn’t matter” for engagement stats 5. $GBTC “Selling off / Transferring” Bitcoin to the other ETF’s - this will cease between April - July. 6. Sly Mining stock shills 7. Peter Schiff saying some dumb shit about Gold #Bitcoin is going to be the number one asset on the planet, and $MSTR is going to be the number one equity pubco on the planet. Plan accordingly. Going to be a super fun coming decade riding with all of you psychopaths Cheers, PJ









