Remember the euphoria.

Ark sold ~4% of their 50k ETF bitcoin yesterday.

They’re really having a tough time holding on to this conversion rate, aren’t they.

MSM is completely unhinged.

X (formerly Twitter)

e-beth (@ebeth360) on X

This is why people have stopped watching the “news” https://t.co/JTH3p6wfZq

He’s using fiat leverage and stock dilution to buy more bitcoin exposure. So when you buy his stock, you’re getting more volatility than the underlying product (bitcoin) - which some portfolios will want … He’s going to the banks / funds / and pitching this right now. He is looking for more investors into MSTR. He can’t pitch nice to them in person and then backstab them publicly when they’re not around. To him, yield has to be legitimate because that’s what he is pitching. He’s looking out for his shareholders, which is his fiduciary duty as a board member of a publicly traded company. Also, he has an information arbitrage right now…next cycle, there might be 10 MSTRs and then this strategy’s alpha is marginalized. View quoted note →

@Michael Saylor should provide proof of reserves. Get ahead of these concerns that the “crypto anarchists” are going to be harping on since he started being intellectually inconsistent on these podcasts talking yield, etc. View quoted note →

Agreed. Something is afoot. Even if the something is “fiduciary duty” … it is still intellectually inconsistent. View quoted note →

Let’s get this trending. Show @M A D E X nostr can work… View quoted note →

Hey @M A D E X … have you ever thought about limiting the time your originals are on the market? So @ODELL can’t wait until btc pumps to get what he wants. Also, you can offer everything on market 12 months post halving at high mark-ups.