This upcoming halving “will be the most consequential halving in the history of #Bitcoin in my opinion. It will create a squeeze.” - @Michael Saylor

@preston ultra bullish on #Bitcoin and #mstr “[MSTR] is going down in the history books as one of the most obscene transitions of a company that’s going to be a global dominant player in the future. In 10 years everyone will know what microstrategy is just like Apple.”

X (formerly Twitter)

Cole Tenold (@coletenold) on X

You guys make me seem like an $MSTR bear 😂 Great conversation, boosted 🔥 @PrestonPysh @PunterJeff Listen here: https://t.co/W6YQwP1GmL

Big tech is asset poor and cash flow rich vs bitcoin which is asset rich It gets harder for companies to generate more cash flows as they gets larger vs bitcoin which becomes more compelling as its value increases bc its liquidity increases and the network of holders increases @Michael Saylor #MSTR Q4 2023

Bitcoin Investor Day NYC

2 stories with #bitcoin that always happens: 1) it’s a macro asset 2) it’s early in in the lifecycle Right now this is all adoption (cycle). New buyers coming in and being told the big picture story. It’s still a macro asset, and the Fed pivoting on interest rates will affect the price of bitcoin.

Live charts for #MSTR BTC / sh NAV Premium MSTR / BTC

#MSTR share conversions to buy #Bitcoin at these prices haven’t been dilutive (slightly accretive). I was confused at first bc it seemed they were producing much more shares than the number of bitcoin they were buying. What I was missing was that they had a very large base of existing shares compared to their number of bitcoin. Issuing shares when the price of MSTR is high and BTC is low has the largest accretive effect. However, it doesn’t seem like @Michael Saylor is more interested in increasing the total amount of BTC as he never really mentions BTC/ sh.

“If they're not raising interest rates then I do think that it creates tailwinds for #Bitcoin and we're easily going in the six figures this year. If we zoom out and look 18 months after the having where are maybe we are touching a million dollars. There's not anything stopping us from getting there and there's lots of catalysts pushing us towards that that price point.” @Pierre Rochard @preston

Before taking on debt/equity #MSTR asks themselves: - Is this prudent? - Is this accretive? - Is this going to be good for our shareholders? “We don’t want too much leverage, just the right amount without creating undue uncertainty. We pride ourselves in being nimble and taking advantages as they present themselves Sometimes it’s appropriate to go fast, go slow, or do nothing and wait for a better opportunity.” - @Michael Saylor They never mention the “BTC/ Sh” metric. Instead they make decisions “accretive to shareholders”

“The historical track record of old white men who don't understand technology crapping on new technology is I think at a 100%." #bitcoin - Marc Andreessen

The 5 stages of a bitcoiner @Michael Saylor

#MSTR a company that’s able to reinvest their capital at high rates of return via #bitcoin #100baggers

“With Bitcoin it’s been the case that people basically make up their mind first, and then look for the confirming evidence. With Warren and Charlie it’s easy, it’s not a productive asset. That’s all they need to know, and therefore they don’t like it.” Bill Miller III

“#bitcoin isn’t digital currency, it’s digital property Once you make that big leap, the compelling use case is capital preservation for everyone in the world. Medium of exchange is only worth $1T Store of value is worth $100T No ones trying to buy a cup of coffee with fraction of their building Medium of exchange is a distraction” @Michael Saylor

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Michael Saylor (@saylor) on X

#Bitcoin is Digital Property. It is superior to other investments such as Gold, Equity, or Real Estate because it is digital, available, global, et...

Samantha Mclemor’s path from skeptic to believer of #bitcoin as digital gold starting in 2020 via Bill Miller III

Each cycle brings in another cohort #bitcoin

The beginning of the gold rush #bitcoin Seen at LaGuardia Airport

“I think we’re in the #Bitcoin gold rush era. It started in January of 2024 (w Bitcoin ETFs) and it will run until about November 2034. In November 2034, 99% of all Bitcoin will have been mined. The last 1% will comes out over the next 100 years.” @Michael Saylor https://www.youtube.com/live/SKAHlCpwsLc?si=psuXebi61vVIid4P&t=29748

Buy back shares when your stock is undervalued (Buffett) - reduces share count at favorable prices Issue new shares and buy Bitcoin when your stock is overvalued (Saylor) - raises more money per share at favorable prices Am I getting this right? @preston #MSTR

Here after watching @jack on stage on Bitcoin Atlantis #introductions