📕 Writing The Great Capital Shift 🇦🇹 Austrian Bitcoin + MSTR Podcaster 👨💻 Co-Founder @microseed_io Not financial advice. DYOR.
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BREAKING NEWS: $STRC is Switching to Daily Dividends!
-> Dividends accrue not every Business day, but EVERY. SINGLE. DAY.
Which means:
-> Lower volatility for STRC
-> STRC trading more consistently around $100
-> The BTC Buying Machine for MSTR will work better.
I'm genuinely surprised and impressed on how quick they are showing a response to SATA's Daily Dividends. On their scale that isn't easy.
I wouldn't be surprised, if we see 20k+ BTC buys again in the last couple of weeks and months this year from Strategy.
Thankfully I got a window seat on the MSTR rocket.
Buckle Up and enjoy the next decade towards Strategy becoming the biggest company on Planet earth!
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Made me super bearish on Real Estate & super bullish on Bitcoin!
Same house.
Different measuring stick.
Leon on looking at property prices in Bitcoin.
Guest: @leonwankum | Host/source: @RobinSeyr
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Another fascinating conversation between @leonwankum and @RobinSeyr. Well worth watching!
piped.video/NriwHT89nYo?is=yvlY…
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Robin Seyr retweeted
@leonwankum @RobinSeyr
Leon Wankum in top form again on Robin Seyr's podcast! 🎙️⚡
A wonderful episode diving into the revolutionary intersection of real estate and Bitcoin. Leon's core thesis: BTC is the ultimate store of value and will completely absorb the monetary premium of real estate in the long term. By 2050, a house might cost just 0.05 BTC.
A must-listen! 💎🏢
#Bitcoin #RealEstate #Macroeconomics #ValuePreservation
A median US home costs about 5 Bitcoin today. I ran the bull case: if Bitcoin grows 50% a year and house prices rise 4% a year, that $417,500 home costs about $571,000 in 2034, or 0.28 Bitcoin. That's about $22,000 of Bitcoin at today's price.
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$22K of BTC Will Buy a $571K Home by 2034 (Full Math)
-> Why Bitcoin Will Absorb Real Estate, Not Just Gold
-> How Strategy and Strive Use Bitcoin Like Real Estate
-> Should You Borrow Against Your Bitcoin
With the amazing @leonwankum
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30min+ of me trying to Strategy-Pill Mr. M.
It was a lot of fun:
Most people still view Strategy as just a leveraged Bitcoin bet 🤔
Sat down with @RobinSeyr to break down why Saylor’s capital loop is rewiring institutional finance, the mathematical reality of holding $MSTR vs. pure BTC, and why ignoring this corporate engine right now could be a massive blindspot.
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"Buy Quality Assets, that get kicked in the balls from everyone"
- some wise guy
Remember when in June everyone was calling for the Death of Strategy?
-> It was the moment I decided to go as hard as I can into MSTR.
We're up almost 2X from that moment and the Bull Run hasn't even started yet.
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Great Visuals!
MSTR reaching $10k in 10 Years is my base case:
10 Year $MSTR Price Model, NFA, hypothetical model only, DYOR:
Key Assumptions & Drivers:
1. The $BTC power law model is valid and continues for the next 10 year years with a base case of the PL trend, bear case of the 5% floor, and bull case +1 St. Dev above the PL model price.
2. NET mNAV is: 1.0x for bear case, 1.3x base case, 1.6x bull case
3. Amplification reaches between 50-60% as management has previously guided as a long term target. The model assumes it takes 5 years to reach this range.
4. BTC/share increases at 10% per year, also in accordance with management’s stated goals of doubling BTC/share in about 7 years.
Outputs shared below. I will be publishing an in depth, full research model soon.
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Remember when in June everyone was calling for the Death of Strategy?
-> It was the moment I decided to go as hard as I can into MSTR.
We're up almost 2X from that moment and the Bull Run hasn't even started yet.
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Robin Seyr retweeted
Robin is crushing it. Turning him into a @Strategy bull might end up being my greatest contribution to society.
Strategy is going to print Trillions of Dollars in Digital Credit, create hundreds of billions of dollars in shareholder Value & buy Millions of Bitcoin.
-> MSTR will be the most valuable stock in the world!
It’s all really that simple:
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I purposely went conservative with those numbers:
I will keep buying $MSTR until it:
-> reaches 2m+ BTC on the balance sheet
-> is under the Top 3 most valuable companies on earth
-> Made me a 150X return
Hold me accountable in 2035!
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Robin Seyr retweeted
I will keep buying $MSTR until it:
-> reaches 2m+ BTC on the balance sheet
-> is under the Top 3 most valuable companies on earth
-> Made me a 150X return
Hold me accountable in 2035!
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Strategy is going to print Trillions of Dollars in Digital Credit, create hundreds of billions of dollars in shareholder Value & buy Millions of Bitcoin.
-> MSTR will be the most valuable stock in the world!
It’s all really that simple:
Michael Saylor
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Robin Seyr retweeted
ASST has no debt and more room to amplify while MSTR leads in size and liquidity.
Buying will tighten Bitcoin supply, while debt, liquidity and digital credit adoption could shape returns for the ecosystem as a whole.
@Carter_1997 and @RobinSeyr breakdown the specifics.
$MSTR $ASST $BTC
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The 10X Supply Squeeze That Sends Bitcoin Past $200k!
-> MSTR going to over $1k this cycle
-> Supply Squeeze through Prefs (STRC/SATA)
-> Borrow against your BTC for your own Strategy
What a deep dive with @Carter_1997
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