Variable credit spread

.

When to increase vitality when to reduce volatility

Asset backed credit

Raw land

Capital assets without cash flows.

MSTR is a derivative of bitcoin

.

Remit the cash flows

Hold 2 years of cash

.

High tolerance ,,,, 2x bitcoin, 4x bitcoin …. options more leverage

.

High tolerance for volatility

MSTR is a better ,,, trading thing than the underlying bitcoin

Margin debt

Forever no obligation

Equity

.
there is no liquidation ***

.

Doesn’t come due ever

Risk free forever

..

Pay it forever

DETERMINE the future

Never stop acquiring capital *

Make a capital gain

.

Never stop investing in bitcoin ***

.

No reason to diversify ,,, … GLOBAL asset!

.

Hyper sensitive

..

9/10 Calvin Coolidge ,., alarmist marketing … not issue

THE LUST FOR POWER

The upside of being a millenial

We believe in bitcoin not loser Ethereum (gen Z, “zillenial”), and also even worse,,, solana,,, which I suppose is post Gen Z?

.