.
5 year Apple skeptical
10 year skeptical Amazon
,
US company
.
We choose not to we won’t
,
10,000 successful ones ,,, all different
,
Private startups
.
Struggle for 4 years
Not even casual investor,,,
.
Industrialist ,,, sign up for at least a decade ***
.
10 year runway
.
Think 100 years from now
.
We wouldn’t
Infinitely Scaleable business ***
.
STRC… $10T market cap
.
If it got to 0 vol
.
Digital money 8% bank account
,
Bitcoin backed stable coin
.
3.5% bank account USA
8% ,,,
Blend credit & currency
.
1.5x leverage and 15% return
Crank leverage up and down
,
Risk free rate
$200T?
.
$100B a year
,
$330B a year of abu dhabi
.
Perfect business and banking strategy
,
Do you want all the people in the world or just all their money in the world!
.
The ideal product
.
They were reaching for yield
,
No duration risk no credit risk
,
.
Real estate development with Bitcoin
.
Armchair
Nobody knows the future
.
100x
unlimited optionality forever
.
Amazon ,,, a decade.
.
Venture capitalist cannot buy BTC,,, HE HAS to buy stock and companies ?
.
Hundreds of thousands millions
.
Toxic framing of question
Ignorant
.
400m companies,,, … nobody complains
There’s only one thing you can do with electricity
There’s only one thing you can do with English?
With math?
Do things with digital capital., millions
.
Ain’t nobody competing with one another
.
Applaud for not using donkey carts
Maybe we will create electric cars, and hair dryers
,
Insurance, credit, derivatives, money, money funds …
..
Criticize 99.9% of companies that don’t like Bitcoin
Weight lifting,,, and yoga,,, don’t compete with you
,
Agree with 99% of your ideology
Their families, countries … doing good things
.
Planting the flag for Bitcoin
.
400M companies ,,, all have a difficult time struggle
8B struggling people
.
Everyone struggling
Bitcoin is the strategy ***
.
They have to get up and get to work
.
100 good constructive ideas
Embrace new technology ,,, be become the best version of me
.
Companies exist to create value ,,, what do they do
6%,,, other is 2%… Metaplanet most valuable company
Sell credit
,
Pay you double, life insurance powered by bitcoin
.
6% illiquid,
Strive 12% and pays liquid
.
What is the company going to do? 30% invest not. 5%
.
Premium auto,,, half … cost ?
Lowering cost?
Bitcoin as a leveraged means to lower costs of things?
.
Equity speculator ?
The fault is with you ***
.
Look in the mirror
.
They are not characterizing themselves ,,, “pure play”
Operating companies
.
Don’t characterize people
.
Ignorant myopic question
Don’t frame it like that ..,
.
My neighbor ,,, competing for Bitcoin
.
We are not competing with each other
.
Create private equity ,,,
.
Don’t eat your young
Support bitcoin in a different way than them.
.
1% of ,,, 99% agreement.
99% aligned , 1% different
.
Say something in English with accent ,,, when you’re agreeing with me
.
Don’t criticize people ,,,
Applaud their decision
Freedom, soverinity
.
October 6th
95 days since all time highs
$25B butcoin .. 100x times more purchased
.
100x more … good fundamental progression
2020 … only 5 years ago
Bitcoin in kind redemption,,, BTC to ibit and back.
100 days ,,, baby, and … company college degree
.
Low time preference … 4 years ,,, less is naive.
Venture capital ,, less than 4 years …
Investor think 4 years beyond.
Ideology 10 year time span
Ideological movement 10,000 years
10-20 yrs to be successful
10 weeks or 10 months
.
2026 price doesn’t matter
4% to 76% electricity … 30 yrs
Half planet dies without electricity
,
Rolling 4 year moving average bullish
.
Electricity isn’t awful
Nuclear energy 1973
.
Tens of millions die ,,, wars for oil
Reason from first principles ***
.
50 years bear market, 2021… nuclear
2023 ChatGPT
Esg
.
Power is cool again
Think for yourself
.
More than 94 days endurance
16 years educated
.
1094 days .. undergrad MIT
.
18 years
17 year old bitcoin
.
Jan 3rd
.
Roll back
Give up
.
Schwab bitcoin
.
Multi trillion dollar banking industry
.
Families how much bitcoin they have
.
Cash flow positive
.
Every company has a different value proposition
Buy Bitcoin
.
Counterparty risk
400m companies
.
Criticize companies that don’t buy Bitcoin
Unrealized gains ***
All my gains are unrealized gains
.
Amplify loss 3 times as fast
30% a year 30 years
60% a year MSTR gains
.
Don’t eat it’s young ***
Why criticize ,,, your own kind?
.
The premise
200 companies that bought Bitcoin
400M companies that didn’t buy Bitcoin
,
Companies don’t determine stock price
Timing?
.
Unemployed person buying Bitcoin
Debt person buying Bitcoin
.
200 people vs …200 companies
Ignorant offensive statement
Just issue debt.
,
Why can’t all 400M companies buy Bitcoin
.
Criticizing a company that isn’t doing anything
400M companies that don’t do anything …?
.
Don’t criticize a company that makes an irrational decision
,
What are you promoting that
200 companies ,,, 1 company does electricity better
.
Adopt a new … technology
.
We are not here to promote bad companies
.
The market has enough room on earth for all 400M to buy Bitcoin
.
Struggling companies benefit from buying Bitcoin
$30M a year, growing 30% a year! ***
.
$20 M a year starting … eventually make $1B a year
.
Buying equity
Better ,,, corporations have tax advantages
.
Bitcoin company Equity > Bitcoin
Lever it up and outperform Bitcoin