Distinguishing between "the responsible use of debt against strong cash flowing businesses to pull forward bitcoin accumulation" and "the degenerate risk taking of bitcoin treasury companies with no supporting cash flow" will require a very careful review and lots of nuance, and ultimately I believe it will be what separates the winners from the losers in this cycle. Borrowing money to buy bitcoin is great, as long as you never find yourself in a situation where you need to sell that bitcoin to service the loan.
Issuing equity is a different game, which ends when mNAVs go to 1x. Any company trading above that should dilute the common.
Scott
suitcoiner@primal.net
npub1zgxf...x9uk
we sold our chairs for a seat at the table
A 3 day fast is the closest thing to a cure-all in all of medicine, and it's free.
Hey @nunchuk_io your coin control feature is broken. On mobile, if you go to the view coins screen and then select a utxo to spend, then enter an amount less than a full spend of that utxo, the wallet constructs the transaction without regard for using the one utxo and just picks a few utxos seemingly randomly, or by whatever the default utxo selection scheme is.
Have you ever considered building an outbound sales team for strike private? @jack mallers
How do I make it follow up and actually provide the links to the PowerPoint? @PayPerQ


What does "this model does not support vision" mean? @PayPerQ
Switched from chatgpt to @PayPerQ and cut my AI costs as a casual user by 95%. And improved my privacy at the same time. Highly recommend.
Taking the family to visit @btcknight21 today. Nothing better than spending time with bitcoiners.
@BitBetBot higher 5000
Selling your winners is a loser approach
Where does the price data come from? @Clark Moody
Investment banking execution work is a miserable profession. Today I resigned.
Nothing would be better than to celebrate Independence Day with a new all time high
This cycle's top will be marked by the launching of a BTC treasury company treasury company. A company that issues securities to accumulate MSTR and other BTC treasury company equities. At a premium to NAV of course.

