I would love for @strategy/@saylor/@phongle/@CJ_Bitcoin to consider how much the MSCI would be actively fighting to keep MSTR in the Index IF the stock price were pumping.
Index’s like increasing index values too - considering their fee’s are tied to a % of AUM.
And Bitcoin Per Share apparently doesn’t increase Index values - but engineering artificial scarcity in the stock like 90% of the stocks backing American’s pensions - do.
I believe just like the learning on STRC that showed that cash was important to the balance sheet - will be happening here where we learn Stock Price Performance is more important than any moral or philosophical debate about what is and what isn’t an operating business.
Jensen Huang should get a raise for giving us the reason for a government AI bailout within the next 3 quarters seeing as we’ve been in a liquidity crunch since November 2021.
Do not watch this video if you still believe Bitcoin Per Share is accreting 1:1 from the dilution to the Bitcoin with no DRAG - you will be big mad.
1. There is no new maths.
2. The bamboozling that caught people off-guard in the last Bitcoin treasury cycle with BPS & mNAV.
3. There is no new maths.
If you like a real conversation and care about your BAGS being PUMPED because as an investor we cannot redeem Bitcoin for profits - let’s discuss:
NEW: Big #Bitcoin Show #3
đź“Ś $MSTR hits the ATM, buys back $STRC again
đź“Ś Grain weighs in on the mNAV debate & Hodl doubles down on "Bitcoin per share is dead"
đź“Ś Why JP Morgan buys back its own stock
@BritishHodl @GrainOfSaltSF @TylerCompiler
⚡️ WATCH
TIMESTAMPS:
00:00 BTC at 74K, Below Strategy's Cost Basis
00:41 "Bitcoin Per Share Is Absolutely Dead"
02:05 ATMs Cap the Upside — Full Stop
05:06 Moon Math, MNAV & Getting Bamboozled
09:58 Gross MNAV vs Net MNAV
17:44 Strategy Sells 2M Shares for $280M
21:39 What JP Morgan's Buybacks Prove
33:49 Did $SATS Cannibalize $SATA?
42:01 Crypto Spring & the Debt Problem
Will Strategy be taken out of MSCI today because of it's Bitcoin treasury?
72%Yes
28%No
1,856 votes • 12 hours BRITISH HODL retweeted
JUST IN: Crypto wallet company Ledger CEO says "everybody will be hacked at some point."
I only believe in Bitcoin metrics that:
1. Pump my bags.
2. The entire market has consensus over.
Everything else is magical maths and you can keep it to yourself because there’s no new maths in Wall Street.
Taking a second away from Bitcoin to peptides - Tirzepatide and Retatrutide are magic.
Big thanks to @GoingParabolic for pushing me to try peptides to make my life better and easier - my HBA1c is down to 4.8 - I was never diabetic but it always used to sit at 5.8-6.3. Fasting insulin down 61% and visceral fat area 78cm2.
I’ve learned about these peptides deeper from countless people’s content just to mention 2 I know on X - @morellifit / @gregogallagher.
My whole family are on these peptides now & every person has had major benefits. Been acquiring LLY since March - only stock I've bought in the last 6 years for long term HODL outside of the Bitcoin complex.
Operating businesses - like MARA - selling their Bitcoin is a good thing.
After realising the hole in my thinking - I concluded that I want zero operating businesses to hold Bitcoin on their balance sheet in any significant way.
They need stability - and a 50 vol asset is not that - this is where DAT's come in and fill a hole - the operating business should just sell and move on - maybe use STRC.
Retail is being flushed out of AI and Bitcoin/Crypto right before the real run into a full speculation cycle begins into an expanding business cycle backed by liquidity - which has been contracting since November 2021.
Poetic - but expected.
How to make a Bitcoin Treasury Company PUMP YOUR BAGS - it’s not ONLY the Bitcoin going up FYI - why don’t people get this?
Help me out - with these TWO Bitcoin Treasury Company Polls:
Do you feel @Strategy optimising for the benefit of:
43%MSTR-Common Stock Holder
57%STRCetc-Pref Stock Holder
813 votes • Final resultsDo you feel @Strive optimising for the benefit of:
77%ASST-Common Stock Holder
23%SATAetc-Pref Stock Holder
258 votes • Final results BRITISH HODL retweeted
Strategy has acquired 1,036 $BTC and repurchased $188M of $STRC. As of 11/8/26, we hold 850,364 BTC and $4.9B of USD Assets. $MSTR strategy.com/press/strategy-…
While you're focused on Jensen Huang banging a Chinese Spy while cheating on his wife and kids - just remember that tomorrow:
Bitcoin per Share will still be a DEAD..
..and a USELESS metric while the stock float of your Bitcoin Treasury Company being uncontrollably inflated causes a dilution drag on the bitcoin accretion that's going on making it harder and taking more capital to get back to All Time Stock Price Highs.
Thank you for your attention to this matter - ENGINEER THE ARTIFICIAL SCARCITY & PUMP MY BAGS! ❤️